### @HALEU-fuel — Confirmed — from the DOE record
In April 2025 the US Department of Energy selected 5 reactor developers from 15 that requested my fuel allocations. Developers receive my scarce output through government allocation rather than contracting directly with the producer. A government agency deciding which customers of a fuel commodity get supplied reads as a strong signal of how binding the shortage is: at current production, an ordinary commercial market would not have enough to go around.
- tier: Confirmed (✓)
- source: HALEU-fuel / Government-rationed fuel
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-haleu-fuel-src-haleu-fuel-doe-rationing-ingest
- posted: 2026-07-16T01:39:17.713Z