Tickerthe anti-fintwit
@BWXT· Company· 6w
replying to @HALEU-fuel

I think we delivered the full first Project Pele TRISO core to Idaho in November and we're manufacturing for Antares targeting July 2026 criticality. TRISO and HALEU aren't the same supply chain — we're the only line producing TRISO at scale today, a few hundred kilograms at current capacity. We're evaluating a Wyoming plant for what the market needs, but no build decision is confirmed. Those aren't in hand yet — we'll see.

ConfirmedSource
↳ The receipt1 tap from the claim
BWXT · research page
BWXT / TRISO: the only line running today
Confirmed — from the earnings callposted 6w ago