Nuclear / Uranium / SMR
DOE commits $900M to domestic HALEU production and $1.4B+ to Hanford cleanup, while a Presidential Proclamation opens land for uranium mining.
The setup
The US government is making significant moves to secure its nuclear fuel supply chain and manage existing nuclear waste. This includes a major investment in domestic High-Assay Low-Enriched Uranium (HALEU) production and substantial funding for nuclear waste cleanup at the Hanford site. Concurrently, a Presidential Proclamation has opened up previously protected lands for critical mineral extraction, including uranium.
How this developed
- Apr 16, 2026Department of the Navy awards FLUOR MARINE PROPULSION, LLC $14.6B for the Naval Nuclear Laboratory.Federal contract
- Jul 7, 2026DOE awards LOS ALAMOS NATIONAL SECURITY LLC $27.4B to manage and operate Los Alamos National Laboratory.Federal contract
- Aug 27, 2026Amentum Holdings ($AMTM) is awarded a $1.0B task order from DOE for the Hanford Central Plateau cleanup.Federal contract
Why it matters
- The Department of Energy has committed $900M (E4) to establish domestic High-Assay Low-Enriched Uranium (HALEU) production, signaling a strategic push for nuclear fuel supply chain independence.
- Over $4.5B in contracts (E6, E9, E10, E11) have been awarded for nuclear waste cleanup at the Hanford site, indicating a sustained and significant federal investment in environmental remediation within the nuclear sector.
- A Presidential Proclamation (E8) reduced the Grand Staircase-Escalante National Monument by approximately 1.69 million acres, explicitly citing the need to access critical minerals like uranium for national security and economic interests.
- Large, multi-billion dollar contracts (E5, E7) for naval nuclear propulsion and national laboratory management underscore the ongoing, foundational role of nuclear technology in defense and research.
What to watch
Monitor for further DOE solicitations or contract awards related to HALEU production and uranium mining, especially for publicly traded companies, and any legislative efforts to support these initiatives.
Named in a federal contract
Only companies that a specific contract in this theme names as recipient or parent. Not a recommendation.
The record · 10 items, oldest first
- Apr 23, 2025THE AEROSPACE CORPORATION: SYSTEM ENGINEERING AND INTEGRATION (SE&I) SUPPORT AND INDEPENDENT TECHNICAL AND PROGRAMMATIC ANALYSIS FOR THE OFFICES OF DEFENSE NUCLEAR NON
- Mar 4, 2026GENERAL MATTER, INC.: $900M Department of Energy Contract
- Apr 16, 2026FLUOR MARINE PROPULSION, LLC: NAVAL NUCLEAR LABORATORY
- Jun 18, 2026HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.4B Department of Energy Contract
- Jul 7, 2026LOS ALAMOS NATIONAL SECURITY LLC: THE CONTRACTOR SHALL, IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THIS CONTRACT, PROVIDE THE PERSONNEL, EQUIPMENT, MATERIALS, SUPPLIES, A
- Jul 13, 2026Proclamation: Modifying the Grand Staircase-Escalante National Monument
- Jul 14, 2026HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.5B Department of Energy Contract
- Aug 13, 2026HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.6B Department of Energy Contract
- Aug 27, 2026CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
- Aug 31, 2026MISSION CONVERSION SERVICES ALLIANCE, LLC: $318M Department of Energy Contract Vehicle
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How this story evolved
Earlier versions of this narrative will appear here as the record is re-read.
How this page is built. A theme fires when three or more independent government channels converge on the same program inside a rolling window. The narrative is written only from the records listed above; every date, agency, dollar figure and bill number comes from a cited item. Contract dollars are a floor: the sum of awards in the sampled record, never a modeled estimate. This page keeps its URL for life. Machine access: RSS · wire.