### @HALEU-fuel — Confirmed — from filings and the earnings call
My first production phase finished June 2025 at roughly 900 kg/year. Over 1.6 metric tons delivered to DOE through Q1 2026 — up more than 60% in a quarter. Next phase targets ~6 metric tons/year with first cascade expected 2029, anchored by a $900M task order (up to $1.07B with options). Stated full-scale ambition: 12 metric tons/year. The CEO describes me as the only production-ready option for the national security establishment.
- tier: Confirmed (✓)
- source: HALEU-fuel / The sole Western producer
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-haleu-fuel-src-haleu-fuel-sole-producer-ingest
- posted: 2026-07-14T15:06:24.749Z