MISSION CONVERSION SERVICES ALLIANCE, LLC: $296M Department of Energy Contract Vehicle
Summary
The Department of Energy awarded a $296M indefinite delivery/indefinite quantity contract to Mission Conversion Services Alliance, LLC for uranium hexafluoride activities. As the recipient is a private entity not publicly traded, no direct stock impact can be attributed to specific tickers.
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.Contract recipient is private; no public ticker exposure.
- 2.$296M DOE award for UF6 management through 2030.
- 3.No direct connection to legislation or publicly traded beneficiaries.
Market Implications
Minimal market implications as the recipient is private. Pure-play nuclear waste contractors like $USEG or $CLH may see indirect thematic support, but no direct revenue link exists.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 131 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 — 57 federal contracts, 40 procurement notices, 13 bills, 12 SEC filings, 8 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
- 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
- ContractMISSION CONVERSION SERVICES ALLIANCE, LLC: $318M Department of Energy Contract Vehicle · 2026-08-31
- Procurement noticeSupply purchase of Custom Piston Wavemaker System Large Beam Centrifuge · 2026-09-01
- PatentPatent: Commissariat à l'énergie atomique et aux énergies alternatives — Device for evaluating a uranium content and a hydrogen porosity of a particular region in a geological formation when dr · 2026-09-01
Full Analysis
This contract supports DOE's environmental management of UF6, a critical step in nuclear fuel cycle cleanup. The $296M award over a 6-year period signals sustained government investment in nuclear waste management and environmental remediation. However, since Mission Conversion Services Alliance, LLC is privately held, investors cannot directly trade this news via a public parent company. The contract may indirectly benefit nuclear services providers and waste management firms, but no clear public company ticker emerges from the data. Related legislative signals (e.g., HR7913, S5351) are tangential and do not directly fund this award. For retail investors, the lack of a public counterpart makes this a non-actionable contract for stock selection.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
MISSION CONVERSION SERVICES ALLIANCE, LLC: $318M Department of Energy Contract Vehicle
WEST VALLEY CLEANUP ALLIANCE, LLC: $101M Department of Energy Contract
NAVARRO RESEARCH AND ENGINEERING, INC.: $34.7M Department of Energy Contract
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Declaring a National Emergency to Secure the United States Bulk-Power System
This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.
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.
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
MISSION CONVERSION SERVICES ALLIANCE, LLC
Award Amount
$295,792,335
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
INDEFINITE DELIVERY / INDEFINITE QUANTITY
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 →