SURATECH LLC: $294M Department of Energy Contract
Summary
This $294M management and operating contract for the Thomas Jefferson National Accelerator Facility was awarded to private entity SURATECH LLC. No publicly-traded companies are directly tied to this award, limiting near-term stock impact, though it signals sustained federal investment in nuclear physics infrastructure.
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Key Takeaways
- 1.Contract recipient is private; no public tickers tied to this award.
- 2.Contract value is large at $294M but does not translate into stock-price catalyst.
- 3.No related legislation from the provided list connects to the Thomas Jefferson National Accelerator Facility.
Market Implications
No direct market implications because the recipient is private. Investors should not expect any ticker to move on this news. The award is a standard operational contract for a national lab, not a catalyst for public equities.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 108 separate government actions have converged on Nuclear / Uranium / SMR. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 41 federal contracts, 36 procurement notices, 13 bills, 11 SEC filings, 6 patents and 1 executive actions — it's the clearest early tell that Washington is committing to nuclear / uranium / smr, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- Congressional tradeCharles J. "Chuck" Fleischmann bought URA ($1,001 - $15,000) · 2025-02-14
- ContractHUNTINGTON INGALLS INC: 199806!1700!2211!BZ002!NAVAL SEA SYSTEMS COMMAND !N0002498C2107 !A!*!* !19980206!20030930!001307495!149899957!149899 · 2025-05-14
- BillRESTRAIN Act · 2025-11-19
- ContractFLUOR MARINE PROPULSION, LLC: NAVAL NUCLEAR LABORATORY · 2026-03-11
- ContractORANO FEDERAL SERVICES LLC: THE PURPOSE OF THIS TASK ORDER (TO) IS TO ESTABLISH NEW ANNUAL DOMESTIC COMMERCIAL LOW-ENRICHED URANIUM (LEU) CAPACITY AND BEGIN PRODUCTION · 2026-04-30
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.4B Department of Energy Contract · 2026-06-18
- ContractLOS ALAMOS NATIONAL SECURITY LLC: THE CONTRACTOR SHALL, IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THIS CONTRACT, PROVIDE THE PERSONNEL, EQUIPMENT, MATERIALS, SUPPLIES, A · 2026-07-07
- Executive actionProclamation: Modifying the Grand Staircase-Escalante National Monument · 2026-07-13
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.5B Department of Energy Contract · 2026-07-14
- ContractMISSION SUPPORT & TEST SERVICES LLC: IGF::CL,CT::IGF CONTRACT AWARD DE-NA0003624 TO THE MISSION SUPPORT AND TEST SERVICES LLC (MSTS) FOR THE MANAGEMENT AND OPERATION OF THE DEPA · 2026-07-28
- ContractFLUOR MARINE PROPULSION, LLC: MANAGEMENT AND OPERATION OF THE NAVAL NUCLEAR LABORATORY AND NAVAL NUCLEAR PROPULSION PROGRAM SUPPORT · 2026-07-30
- Procurement noticeMaintenance Service Support for Nuclear Magnetic Resonance Spectrometers · 2026-08-18
- PatentPatent: Blue Energy Global Inc. — INTEGRATED MONOPILE SYSTEM HAVING A NUCLEAR REACTOR · 2026-08-18
- Procurement noticeSMR Consultant for Hungary for USEU Mission · 2026-08-19
Full Analysis
The Department of Energy awarded a $294M definitive contract to SURATECH LLC for management and operation of the Thomas Jefferson National Accelerator Facility (TJNAF) from 2026 to 2031. Since SURATECH LLC is a private entity with no public parent, the contract does not flow through to any traded stock. The award supports fundamental research in nuclear physics, but without a public beneficiary, its immediate market impact is low. The related bill signals in the database are predominantly neutral or impact 1/10 and cover sectors like Agriculture and Healthcare, none directly tied to DOE national lab operations. No relevant legislation appears to authorize this specific spending. Given the lack of public company involvement, this contract represents a routine operational award that does not move markets.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
DELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
DELL FEDERAL SYSTEMS L.P: $1.1B Department of Veterans Affairs Contract
HII MISSION TECHNOLOGIES CORP: $693M General Services Administration Contract
V2X AEROSPACE LLC: $571M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
Contract Details
Recipient
SURATECH LLC
Award Amount
$293,526,848
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DEFINITIVE CONTRACT
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