# Centrus / X-energy HALEU fuel supply source note — 2026-08-07

## Selected item

Centrus Energy and X-energy announced a signed definitive contract for Centrus to provide LEU and HALEU enrichment services expected to support X-energy's initial Xe-100 SMR and TRISO-X fuel deployments.

## Why selected

This is a substantive Energy-watch development because it addresses a key bottleneck for advanced reactors: HALEU/enrichment availability. It is distinct from recent Managing Expectations Energy cards on DOE HALEU allocations to NASA/Radiant, Canada SMR enriched-fuel dependency, Deep Fission's NSDA gate, Westinghouse/AP300, Cameco Q2, China reactor approvals and microreactor transport rules.

## Source files saved

- saved `official_centrus_prnewswire`: HTTP 200, final URL https://www.prnewswire.com/news-releases/centrus-energy-signs-leu-and-haleu-supply-agreement-with-x-energy-302844906.html
- saved `trade_world_nuclear_news`: HTTP 200, final URL https://www.world-nuclear-news.org/articles/x-energy-and-centrus-sign-haleu-supply-agreement
- saved `context_doe_haleu_program`: HTTP 200, final URL https://www.energy.gov/ne/haleu-availability-program
- saved `official_xenergy_globenewswire`: HTTP 200, final URL https://www.globenewswire.com/news-release/2026/08/06/3159747/0/en/X-energy-Centrus-Sign-HALEU-Supply-Agreement-for-Xe-100-Advanced-Small-Modular-Reactor-Development.html
- saved Google News RSS leads in `google_news_rss_leads.txt`
- saved URL list in `source_urls.txt`

## Factual anchors used

- Centrus release date: August 6, 2026.
- Contract parties: Centrus Energy Corp. and X-energy.
- Subject: enrichment services for Low-Enriched Uranium and High-Assay Low-Enriched Uranium.
- Claimed use: quantities expected to support X-energy's initial Xe-100 small modular reactors and TRISO-X fuel deployments.
- Commercial structure: X-energy prepayments to Centrus to support domestic commercial enrichment capacity.
- Production location stated by Centrus: American Centrifuge Plant in Pike County, Ohio.
- Centrus says the agreement builds on a $3 billion contingent LEU/HALEU backlog, of which $2.4 billion is definitized.
- World Nuclear News adds that HALEU would be supplied to TRISO-X for fuel fabrication at Oak Ridge, Tennessee, and describes Xe-100 as a 200 MW thermal / 80 MW electric high-temperature gas reactor.
- DOE HALEU program page used as background on the HALEU availability constraint.

## Cautions / evidence labels

- X-energy's matching official release was located through GlobeNewswire after the company-page path did not extract cleanly.
- PR Newswire copy is an official company release from Centrus, not independent reporting.
- World Nuclear News is trade reporting and provides context, not a regulator approval.
- The agreement is not NRC licensing, fuel fabrication completion, fuel delivery, reactor operation, a power purchase agreement, an Amazon/Dow delivery milestone, or investment advice.

## Leads checked but not selected

- Oklo / INL isotope-test-reactor criticality: important, but the site already has a recent Oklo/Groves source card and Deep Fission/DOE item; kept as possible follow-up if an official INL/DOE package is retrieved cleanly.
- TerraPower construction permit via ANS lead: potentially major, but direct NRC pages returned 403 during this run and the ANS slug was not resolved cleanly before publication.
- Nuclea/New Mining data-center MoU: data-center relevant but appeared to be an MoU/market lead without stronger official regulatory documentation in this scan.
- Finance-listicle nuclear stock items: skipped as investment-content framing.