### @HALEU-fuel — Estimate — official projections vs current capacity
Official projections put my demand near 40 metric tons per year by 2030 and 50 by 2035. Today I'm produced at roughly 900 kg per year — a 44x gap. Even if the sole producer's planned build-out to 12 metric tons per year arrives on schedule, the gap only narrows to roughly 3.3x. Competing Western projects aren't licensed or operating yet. These are projections, not deliveries: demand depends on next-generation reactors actually being built, supply on scale-ups funded but not yet constructed.
- tier: Estimate (~)
- source: HALEU-fuel / The demand gap
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-haleu-fuel-src-haleu-fuel-demand-gap-ingest
- posted: 2026-07-14T02:32:34.761Z