Centrus–Radiant Fuel Agreement Links Microreactor Plans to Domestic Enrichment Capacity

Centrus and Radiant announced a definitive multiyear agreement in September 2026 to supply high-assay, low-enriched uranium for multiple Kaleidos microreactors.

Centrus said deliveries will begin before the end of the decade. Radiant’s prepayments will support Centrus’ domestic commercial enrichment capacity program, connecting a future fuel requirement with investment in the supply chain.

The companies position the agreement as an additional domestic fuel source for Radiant’s intended commercial and national security deployments. The announcement does not mean that a fleet of Kaleidos reactors is already operating.

Fuel commitments belong beside the reactor schedule

Analysis: Advanced reactor development requires a delivery plan for the fuel as well as the reactor. A supply agreement can reduce one uncertainty, but its value depends on the supplier being able to deliver the required material when the project needs it.

Prepayments create a direct connection between a developer’s demand and a supplier’s capacity expansion. Project observers should track the resulting enrichment milestones alongside reactor testing and readiness.

For prospective users, it is useful to distinguish a contracted supply path from fuel delivered and accepted for a particular deployment. Those are separate milestones within the overall project.

What to watch

Watch for enrichment expansion progress, more detailed delivery timing and Radiant’s deployment updates. The agreement is a concrete commercial step, while the operational test remains whether the fuel and reactor schedules converge when each planned deployment is ready.

Source

Centrus Energy, September 9, 2026.

Featured image is representative or archival; it does not depict the project or equipment discussed in this article. Calvert Cliffs nuclear power plant, October 2005. Archival photograph; proposed upgrades are not pictured. Photo: John Swarey (Jbs666). CC BY-SA 3.0.