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
This signal is one of the converging government actions below.
Over the last 90 days, 164 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 — 75 federal contracts, 47 procurement notices, 14 SEC filings, 14 bills, 9 patents, 3 news, 1 executive actions and 1 insider buys — 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
- ContractTHE AEROSPACE CORPORATION: SYSTEM ENGINEERING AND INTEGRATION (SE&I) SUPPORT AND INDEPENDENT TECHNICAL AND PROGRAMMATIC ANALYSIS FOR THE OFFICES OF DEFENSE NUCLEAR NON · 2025-04-23
- 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
- ContractGENERAL MATTER, INC.: $900M Department of Energy Contract · 2026-03-04
- ContractFLUOR MARINE PROPULSION, LLC: NAVAL NUCLEAR LABORATORY · 2026-04-16
- 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
- ContractCENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract · 2026-08-05
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.6B Department of Energy Contract · 2026-08-13
- BillTo modify the emergency authority under section 202(c) of the Federal Power Act to increase transparency for ratepayers and prohibit orders that prevent or delay the retirement of power plants. · 2026-10-01
- Procurement notice49--TUBE,CENTRIFUGE,OIL · 2026-10-01
- ContractUNIVERSITY OF MARYLAND, BALTIMORE: ADMIN & CLINICAL SUPPORT FOR DEPLETED URANIUM · 2026-10-01
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
SURATECH LLC: $294M Department of Energy Contract
SURATECH LLC: $294M Department of Energy Contract
SURATECH LLC: $305M Department of Energy Contract
SURATECH LLC: $294M Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
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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