美国能源部于2026年1月6日宣布，将向3家核燃料制造商各提供9亿美元，合计27亿美元，以重启国内浓缩铀与燃料供应链、降低对俄罗斯浓缩铀的依赖。受惠消息，Centrus Energy股价在纽约一度上涨9.2%。

资金将用于采购传统反应炉所需的低浓缩铀，以及新一代小型模组化反应炉（SMR）所需的高含量低浓缩铀（HALEU）。受助对象包含马里兰州的Centrus（投入下一代燃料研发）、Peter Thiel支持的新创General Matter，以及计划在田纳西州建设浓缩设施的Orano子公司。

美国曾是浓缩铀主要供应者，如今仅剩新墨西哥州1座主要商业浓缩设施（Urenco拥有）。本次资金源于国会于2024年拨款；同年俄罗斯反应炉燃料进口禁令成为法律，但允许能源部发放有限豁免至2028年。同日能源部另授予Global Laser Enrichment 2,800万美元以推进下一代浓缩技术。

On Jan. 6, 2026, the U.S. Energy Department said it will award $2.7 billion to nuclear fuel makers—$900 million each to Centrus Energy and two others—to rebuild domestic enrichment and reduce reliance on Russian enriched uranium. Centrus shares rose as much as 9.2% in New York.

The task orders fund purchases of low-enriched uranium for today’s reactors and HALEU for a new wave of factory-built small modular reactors. Recipients include Maryland-based Centrus (next-generation fuel development), Thiel-backed enrichment startup General Matter, and an Orano subsidiary planning an enrichment facility in Tennessee.

The U.S. now has only one major commercial enrichment plant, in New Mexico, owned by Urenco. The money was appropriated by Congress in 2024 alongside a plan to end imports of Russian reactor fuel; the 2024 ban allows limited DOE waivers through 2028. DOE also awarded $28 million to Global Laser Enrichment to advance next-generation enrichment technology.