Publications: ExchangeMonitor Morning Briefing
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Contracts & Procurement
Centrus earnings dip in fourth quarter
Earnings fell at Centrus Energy, Bethesda, Md., in the fourth quarter, which the uranium broker attributed to the decreased revenue from its uranium sector. Net earnings for the fourth quarter ended Dec. 31 were $17.8 million, or $0.79 a share, down from $53.7 million, or $3.20 a share, in the year-ago quarter. Quarterly revenue was […]
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News & Analysis
Publication notice
Weapons Complex Morning Briefing will not be published on Monday Feb. 16 in observance of the Presidents Day holiday. The next edition of Morning Briefing will be out on Tuesday Feb. 17.
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Innovation & Infrastructure
‘Energy dominance parks’ coming to DOE nuclear complex
WASHINGTON, D.C. – The Department of Energy’s nuclear cleanup complex will soon become host to “energy dominance parks,” Tim Walsh, the assistant secretary of energy for Environmental Management, said here Tuesday evening. In coming months, DOE’s Office of Environmental Management will make announcements for both data centers for artificial intelligence (AI) and new nuclear power, […]
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Advanced Nuclear & SMRs
Energysec to accompany reactor transport to Hill AFB Sunday
Secretary of Energy Chris Wright will accompany Valar Atomics’ Ward250 advanced reactor from California to Utah Feb. 15, the Department of Energy said in an email Tuesday. The Ward250 reactor will be transported from March Air Force Base (AFB) in California to Hill AFB in Utah. DOE said the reactor would not be fueled and […]
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Uranium Enrichment & Fuel Cycle
Centrus, Fluor team up for Piketon uranium enrichment plant expansion
Centrus Energy has agreed to a strategic partnership with Fluor, which will serve as engineering, procurement and construction contractor for the planned expansion of an Ohio uranium enrichment plant. The Bethesda, Md.-based Centrus will collaborate with Fluor through subsidiary American Centrifuge Operating, according to its Wednesday press release. The subsidiary operates the American Centrifuge Plant […]
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- U.S., Armenia sign nuclear energy deal
- DOE approves Radiant’s safety analysis for its pilot reactor
- NRC dockets Duke’s Belews Creek early site permit application
- Pantex prime seeking source to construct high explosive facility, due Thursday
- Amentum reports mixed earnings; CEO bullish on nuclear
- Triad looks for better equipment to scan TRU drums
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International
U.S., Armenia sign nuclear energy deal
The United States and Armenia signed an agreement to collaborate in civil nuclear power Monday. Within the deal, it will allow up to $5 billion in U.S. exports to Armenia and an additional $4 billion in longer-term fuel and maintenance contracts, Vice President J.D. Vance said during the Monday press conference. The agreement is also […]
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Reactor Licensing & Regulation
NRC dockets Duke’s Belews Creek early site permit application
The Nuclear Regulatory Commission has accepted Duke Energy’s early site permit application for the Belews Creek Station near Stokes County, N.C. NRC staff found that the application contains enough information for the agency to formally docket the case and begin its detailed technical reviews, according to its press release. Docketing the application does not mean […]
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Transuranic Waste
Triad looks for better equipment to scan TRU drums
Triad National Security is looking to buy a better instrument for taking gamma measurements of transuranic (TRU) waste drums ultimately expected to end up at the Department of Energy’s Waste Isolation Pilot Plant (WIPP) near Carlsbad, N.M. Triad, the National Nuclear Security Administration (NNSA) prime contractor for the Los Alamos National Laboratory, is seeking something […]
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Warhead & Weapons Development
Pantex prime seeking source to construct high explosive facility, due Thursday
PanTeXas Deterrence, the BWX Technologies-led joint venture in charge of management and operations at Pantex Plant in Amarillo, Texas, is seeking sources to build Pantex’s High Explosive, Synthesis, Formulation and Production (HESFP) facility. The prime contractor posted a notice on sam.gov Jan. 27 citing the need for a subcontractor with experience in process engineering, process […]
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Advanced Nuclear & SMRs
DOE approves Radiant’s safety analysis for its pilot reactor
The Department of Energy approved the preliminary documented safety analysis for Radiant Nuclear’s Kaleidos demonstration reactor Monday. El Segundo, Calif.-based Radiant becomes the second company to have its safety analysis approved by DOE under its advanced reactor pilot program, with the first being Antares Nuclear. Through the program, DOE has set a goal of at […]
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Contracts & Procurement
Amentum reports mixed earnings; CEO bullish on nuclear
Earnings rose at Amentum, Chantilly, Va., in its first quarter, which the international engineering and technology company attributed to surging interest in nuclear both to power the grid and to support space exploration. Net earnings for the first quarter of fiscal 2026 ended Jan. 2 were $44 million, or $0.18 a share, up from $12 […]
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- DOE launches Genesis consortium
- Nuclear power generation set record in 2025, IEA says
- Proposed UMich data center would support Los Alamos nuclear weapons research
- Land clearing commences for Paducah uranium enrichment projects
- Amentum signs new UK nuclear contracts
- BWXT promotes Bender to chief digital officer
- Hanford’s digital threat team seeks proactive cyber security defense
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Data Centers & Energy Demand
Proposed UMich data center would support Los Alamos nuclear weapons research
A proposed University of Michigan data center will support research related to nuclear weapons and plutonium pit development for Los Alamos National Laboratory, the student-run newspaper Michigan Daily reported Jan. 30. Patrick Fitch, deputy laboratory director for science, technology and engineering at Los Alamos, reportedly said at an open house for the project that nuclear […]
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Innovation & Infrastructure
Hanford’s digital threat team seeks proactive cyber security defense
The Department of Energy’s Hanford Site in Richland, Wash., has a six-person cyber threat response in place since 2023 charged with searching for signs of trouble across more than 10,000 connected devices at the federal complex, DOE said last week. Hanford’s Digital Forensics and Incident Response (DFIR) team, formed by Hanford’s Leidos-led landlord contractor Hanford […]
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International
Amentum signs new UK nuclear contracts
Électricité de France (EDF) recently awarded Virginia-based Amentum a handful of new nuclear services contracts valued at roughly $730 million (£540 million). Under these contracts, Amentum will be expanding the critical solutions for the United Kingdom’s current nuclear reactor fleet, in addition to the construction of a new gigawatt power station at Hinkley Point, according […]
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Uranium Enrichment & Fuel Cycle
Land clearing commences for Paducah uranium enrichment projects
Work crews are cutting trees and clearing land to prepare for construction of two modern uranium enrichment projects at the Department of Energy’s Paducah Site in Kentucky, DOE said last week. About 100 acres of land are being cleared at Paducah to make way or an enrichment plant planned by California-based nuclear technology startup, General […]
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International
Nuclear power generation set record in 2025, IEA says
Nuclear energy hit a record high in power generation in 2025 and could play a larger role in the world’s power mix going forward, according to a February International Energy Agency report. In the report “Electricity 2026”, published Feb. 6, nuclear power produced 2,850 terawatt-hours (TWh) globally in 2025, indicating a 1.2% increase from 2024 […]
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Innovation & Infrastructure
DOE launches Genesis consortium
The Department of Energy said Monday it launched a consortium, or public-private partnership, to support the Donald Trump administration’s Genesis Mission in using artificial intelligence (AI) to expedite research and strengthen national security. According to DOE’s press release, the consortium will feature capabilities from DOE, the national laboratories, the private sector and academic institutions. The […]
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Contracts & Procurement
BWXT promotes Bender to chief digital officer
Kurt Bender was appointed BWX Technologies senior vice president and chief digital officer, effective Feb. 5, the company said last week. In the role, Bender will be responsible for BWXT’s digital strategy supporting operations in the United States, Canada and the United Kingdom. BWXT president and CEO Rex Geveden said the promotion comes as the […]
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- Dems push reconciliation spending details, cite ‘slush fund’ concerns
- HII reports strong 4th quarter, 2025 results on shipbuilding, mission tech
- BWXT cites progress on TRISO fuel production for Antares
- Five companies tapped for DOE nuclear fuel recycling awards
- Ike White selected for DOE alumni association board
- Coming up:
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News & Analysis
Coming up:
Here are events related to nuclear matters that Exchange Monitor staff are tracking: February 10: Earnings call: Amentum will hold its quarterly financial results conference call starting at 8:30 a.m. Eastern Time. 10: House Cleanup Caucus: Invitation-only event starts at 5 p.m. E.T. at the Rayburn House Office Building in Washington, D.C. 11: Earnings call: […]
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Cleanup & Remediation
Ike White selected for DOE alumni association board
William (Ike) White who led the Department of Energy’s Office of Environmental Management for five years has been appointed to the advisory board for the Department of Energy alumni network. White’s appointment, along with two other advisory board members, was announced in a Friday LinkedIn post by the DOE alumni network, an organization formed in […]
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Advanced Nuclear & SMRs
BWXT cites progress on TRISO fuel production for Antares
BWX Technologies said it has made “significant progress” in the production of tri-structural isotropic (TRISO) for Antares Nuclear and is on track to have it completed by the July 4 deadline. Antares is one of 10 companies that were selected for DOE’s advanced reactor pilot program. The program seeks to have at least three reactors […]
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Uranium Enrichment & Fuel Cycle
Five companies tapped for DOE nuclear fuel recycling awards
The Department of Energy has awarded over $19 million to five nuclear companies to research and develop fuel recycling technology for spent nuclear fuel. According to DOE’s Feb. 5 press release, the five selected companies were: Chicago-based Alpha Nur will research and validate a process that recovers highly enriched uranium from used fuel by domestic […]
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Naval Nuclear Propulsion
HII reports strong 4th quarter, 2025 results on shipbuilding, mission tech
Huntington Ingalls Industries (HII) last week posted strong fourth quarter and full-year results on strength across its shipbuilding and mission systems businesses. Huntington Ingalls Industries subsidiaries are part of major joint ventures doing business in the Department of Energy’s nuclear weapons complex, including the legacy cleanup contractor at the Los Alamos National Laboratory in New […]
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Budget & Policy
Dems push reconciliation spending details, cite ‘slush fund’ concerns
Democrats on the Senate Budget Committee have raised “significant concern” with the Pentagon’s move to classify reconciliation spending plans, urging the department to provide more public details on how the $150 billion is being allocated. In a letter to Defense Secretary Pete Hegseth, led by Budget Committee ranking member Jeff Merkley (D-Ore.), the lawmakers say […]
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Uranium Enrichment & Fuel Cycle
DOE to restart uranium recovery at SRS
The Department of Energy said Wednesday it will resume uranium recovery operations at the Savannah River Site in South Carolina, utilizing the H-Canyon facility. The uranium recovery work will help recover key isotopes that are currently hard to obtain in the United States and support scientific research as well as medical applications and commercial uses, […]
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Reactor Licensing & Regulation
NRC kicks off reorganization sought by White House
The Nuclear Regulatory Commission (NRC) has launched an agency-wide reorganization to streamline decision-making in an effort to create more efficient licensing procedures. NRC said it will reorganize around core business lines of new reactors, operating reactors and nuclear materials and waste, according to the agency’s Wednesday press release. Within the overhaul, “licensing and inspection functions […]












