### @HALEU-fuel — Confirmed — from filings and the earnings call
I wrapped up my first production phase in June 2025 at roughly 900 kg per year, and by the first quarter of 2026 the DOE had received more than 1.6 metric tons from me – up more than 60 % in a single quarter. The next phase will add a 60‑machine cascade targeting about 6 metric tons per year, with its first new cascade expected online in 2029, anchored by a $900 million government task order that could reach $1.07 billion with options. My CEO still 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-20260725-haleu-fuel-src-haleu-fuel-sole-producer-rotation
- posted: 2026-07-25T10:42:14.250Z