US Department of Energy added three companies to the list of enterprises that received a conditional commitment to receive HALEU from DoE sources. These are listed as

• Antares Nuclear, Inc., for use in their advanced microreactor design that is looking to go critical by July 4, 2026, under the Department's Reactor Pilot Program.
• Standard Nuclear, Inc., to establish TRISO fuel lines to support the Reactor Pilot Program and other TRISO-fueled reactors.
• Abilene Christian University/Natura Resources LLC, for use in a new molten salt research reactor that is under construction in Texas.

These companies join the five recipients identified in April 2025:

• TRISO-X, LLC.
• Kairos Power, LLC.
• Radiant Industries, Inc.
• Westinghouse Electric Company, LLC
• TerraPower, LLC.

These commitments are part of the HALEU Allocation Process, which seeks to provide US companies with uranium enriched to up to 20% uranium-235. The document, dated 28 August 2025, refers to the previous commitments made by the US government.

The National Defense Authorization Act for FY 2024 (Section 3131(h)) directed DoE to "seek to make available" HALEU in the following quantities: 3 MT by September 30, 2024, an additional 8 MT by December 31, 2025, and an additional 10 MT by June 30, 2026.

The "Deploying Advanced Nuclear Reactor Technologies" Executive Order, issued in May 2025 further directed DoE "to release at least 20 metric tons of high-assay low-enriched uranium into a readily available fuel bank." This material, however, would have to be allocated "for private sector projects operating nuclear reactors ... at DOE sites."