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Fuel shortage threatens US nuclear resurgence, warns top supplier.


Centrus Energy says rising demand and ban on Russian imports risks uranium
enrichment ‘supply gap’.

One of the largest suppliers of enriched
uranium fuel to US nuclear power plants has warned of a looming supply
crunch because of fast-rising demand and a ban on Russian imports. Centrus
Energy chief executive Amir Vexler told the FT the company is racing to
build enrichment capacity at its Ohio plant to meet a $2.3bn backlog in
sales of enriched uranium to customers.

But the restart of several US
nuclear plants and upgrading of the reactor fleet to boost electricity
output would put pressure on the handful of western suppliers of enriched
uranium — a critical component in nuclear fuel, he said.

 FT 23rd Feb 2026,
https://www.ft.com/content/717ed9ab-d6c0-4d4f-b2c6-386edfa5e71c

February 26, 2026 - Posted by | ENERGY, USA

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