Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
High-impact · next 30 days
- 2026-09-30NRC final Environmental Impact Statement for GLE's Paducah Laser Enrichment Facility
September 2026
- 30highPolicyNRC final Environmental Impact Statement for GLE's Paducah Laser Enrichment FacilityCompleting the EIS (NRC-targeted Sept 2026) is a gating regulatory step toward licensing the only Western laser-enrichment plant, de-risking the longer-dated disruption of the SWU chokepoint for Silex and Cameco.
January 2027
- 31highPolicyNRC Safety Evaluation Report for GLE Paducah facility (anticipated)The SER is the safety-side prerequisite to an NRC construction-and-operation license for laser enrichment; its completion would clear the path to a build decision on a second-source enrichment technology.
January 2028
- 01highPolicyRussian LEU import waivers terminate (Prohibiting Russian Uranium Imports Act)Hard statutory date after which no Russian-uranium import waivers can be granted, forcing Western utilities onto a constrained non-Russian SWU base and directly tightening the enrichment chokepoint.
Past
- 2026-08-04Centrus Energy Q2 2026 earnings