CommoditiesMedium•27 September 2026•
1 min read
US DOE Urges Faster Domestic Uranium Enrichment to Replace Russian Imports
Key Facts
1The US DOE is pressing Centrus Energy, General Matter, and Orano to accelerate their new enrichment capacity build programs.
2The DOE stated there are no plans to extend waivers for the Russian uranium import ban once they expire at the start of 2028.
The US Department of Energy is pressing Centrus Energy, General Matter, and Orano to accelerate their new enrichment capacity build programs. Reuters reported that the move aims to secure fuel for the US nuclear reactor fleet, as the DOE confirmed there are no plans to extend waivers for the Russian uranium import ban once they expire at the start of 2028.
Centrus Energy (LEU) closed at $147.07 on September 25, 2026, having reached a session high of $150.17. This government pressure comes as the US seeks to replace Russian supplies; according to ZeroHedge, Centrus expects its first new capacity by 2029, while current federal efforts focus on narrowing the supply gap before the full ban takes effect.