The two companies have also agreed to conduct a feasibility study that would explore a possibility of building in the United States of an enrichment facility that would use Russian gas centrifuge technology. Rosatom has been expressing interest in this project for several years now (see reports from 2008, 2009, and 2010). The project, however, is likely to encounter some resistance in the United States - economic as well as political.
In addition to the USEC arrangement, Tekhsnabexport is also signing direct contracts with the U.S. utilities - agreements with Excelon and Fuelco have been reported so far.
Dan Yurman
Some press release paragraphs are more significant than others. See my analysis from Fuel Cycle Week.
Frankly, there isn't enough market share for Tenex to build an enrichment plant in the U.S.
http://djysrv.blogspot.com/2011/04/usec-tenex-ink-28-billion-deal.html
Pavel Podvig
Yes, it doesn't look like there is room for a Russian facility. On the other hand, there is not much room for Silex either. Not to mention American Centrifuge. If Russian technology is competitive, it could actually carve a niche at the expense of the current players. There is politics, of course, which would make a Russian project difficult.
Dan Yurman
Assuming U.S. demand in 2012 of 13 million SWU, 3 M comes from Urenco in NM, 3 M comes from Areva in Idaho, that leaves 7 M on the table. However, assuming demand stays flat, two years later USEC is online with 3.5 M SWU. By 2018, both Urenco and Areva will be at 6 M SWU each which I think makes your point.