SURATECH LLC: $294M Department of Energy Contract
Summary
The Department of Energy awarded a $294M management and operating contract for the Thomas Jefferson National Accelerator Facility to SURATECH LLC, a private entity. No publicly traded companies are directly impacted, but the contract reinforces federal investment in nuclear physics research infrastructure.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.The $294M TJNAF contract is a significant operational award but goes to a private entity, limiting direct stock market impact.
- 2.No publicly traded parent company or subsidiary was identified, so no tickers are assigned.
- 3.Investors should monitor for subcontractor disclosures that could introduce public company exposure.
Market Implications
This contract does not directly move any public ticker due to the private nature of the recipient. The broader sector implication is a continued federal emphasis on nuclear physics research, which could benefit companies in the energy and technology sectors that supply equipment or services to national labs, but no specific beneficiaries are identifiable at this time.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 149 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 — 64 federal contracts, 46 procurement notices, 14 SEC filings, 12 bills, 9 patents, 3 news 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
- 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
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.6B Department of Energy Contract · 2026-08-13
- ContractCENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract · 2026-08-27
- NewsHearings to examine updating America's nuclear waste management policy. · 2026-09-23
- Procurement notice6515--523-26-4-1467-0076 Sun Nuclear QA 4 (VA-26-00078780) Intent to Sole Source · 2026-09-23
- ContractNATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC: IGF::CL,CT::IGF CONTRACT AWARD DE-NA0003525 TO THE NATIONAL TECHNOLOGY&ENGINEERING SOLUTIONS OF SANDIA, LLC (NTESS) FOR THE MANAGEMENT AND O · 2026-09-25
Full Analysis
The contract, valued at $294M over a five-year period from 2026 to 2031, positions SURATECH LLC as the operator of the Thomas Jefferson National Accelerator Facility (TJNAF). This is a large, definitive contract from the Department of Energy, indicating sustained federal commitment to high-energy nuclear physics research. However, because SURATECH LLC is a private company not listed on any public exchange, there is no direct ticker to map this award to. The contract does not have a clear publicly traded beneficiary, and no immediate connection to related legislation among the bill signals provided, as those bills are largely unrelated or low-impact. In the absence of a public company, supply chain or subcontractor opportunities may exist, but they are not currently identifiable. Historically, similar DOE national lab management contracts are awarded to private entities, universities, or non-profits, and their impact on the stock market is typically indirect, limited to potential subcontractors that may not be publicly named. Investors should watch for any subsequent announcements regarding subcontracting firms or spin-off technologies that could involve public companies.
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
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.
RESTORING AMERICAN SALTWATER ANGLING AND RECREATION
This executive order directs federal agencies (primarily NOAA and the Department of Commerce) to shift fisheries management toward prioritizing recreational fishing over commercial interests by modernizing data collection, replacing outdated mail-in surveys with real-time mobile reporting, and allowing state-collected data to substitute for federal data when error rates are lower. It also mandates reviewing and potentially revising National Standards under the Magnuson-Stevens Act, rescinding regulations that restrict marine access, and launching pilot programs for iconic fisheries like Atlantic striped bass, with the goal of boosting the $1.2 trillion outdoor recreation sector.
Contract Details
Recipient
SURATECH LLC
Award Amount
$293,526,848
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DEFINITIVE CONTRACT
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →