Publications: Nuclear Security & Deterrence Monitor
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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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Uranium Enrichment & Fuel Cycle
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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Transuranic Waste
NMED takes action against DOE over rate of Los Alamos WIPP shipments
The New Mexico Environment Department (NMED) is taking enforcement action against the Department of Energy, saying DOE has failed to prioritize legacy nuclear cleanup at the Los Alamos National Laboratory. In a Wednesday press release, NMED said it was issuing orders to hold DOE “accountable” for footdragging in moving old defense-related transuranic (TRU) waste from […]
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Contracts & Procurement
Mixed results for Parsons in fourth quarter and 2025
Earnings results were mixed at Parsons, Chantilly, Va., in the fourth quarter and full 2025 calendar year, which the technology provider attributed to turbulence in the federal government. Net earnings for the fourth quarter ended Dec. 31 were a record $56 million, or $0.51 a share, up 3% from $54 million, or $0.49 a share, […]
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Nuclear Security & Deterrence Monitor
Nuclear Security & Deterrence Monitor Vol. 30 No. 5
Read Full Issue- New START expires, Trump says not extending
- Kim Budil: NNSA regulatory reform occurring at ‘breathtaking’ speed
- STRATCOM commander mentions national labs as one of five threat factors
- Phase 1 of Kansas City expansion expected in June, acting NNSA site boss says
- DOE branches lay groundwork for future Y-12, NNSA exec says
- Nuclear complex fights to attract, keep skilled workers
- BAE Systems expands Utah ICBM presence
- Sen. Hawley praises online portal for RECA claims
- Northrop Grumman posts strong 4th quarter, expects B-21 production uptick soon
- Shipbuilding leads General Dynamics to solid fourth quarter
- TVA earnings rise in its first quarter of fiscal 2026
- DOE to restart uranium recovery at SRS
- Ex-Canadian Lab exec takes post at Savannah River
- Wrap up: Partial shutdown ends with defense approps signed; Weapons and Tactics Conference; Fuse wins SHIELD contract
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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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Budget & Policy
Wrap up: Partial shutdown ends with defense approps signed; Weapons and Tactics Conference; Fuse wins SHIELD contract
President Trump Tuesday signed a spending package ending the partial government shutdown that temporarily affected the Pentagon, with the legislation that included the final $839 billion fiscal year 2026 Defense Appropriations Bill with an $8.4 billion increase after the Senate passed it 71-29 last week and the House narrowly passed it 217-214 Tuesday. The spending […]
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Naval Nuclear Propulsion
Shipbuilding leads General Dynamics to solid fourth quarter
Led by its shipbuilding segment, General Dynamics (GD) last week posted solid fourth quarter results to cap off a strong fiscal year. Net income in the quarter was flat at $1.1 billion and earnings per share (EPS) of $4.17 were two cents higher than a year ago due to a lower outstanding share count, according […]
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Delivery Systems & Nuclear Triad
Northrop Grumman posts strong 4th quarter, expects B-21 production uptick soon
Northrop Grumman remains in negotiations with the Defense Department on accelerating production of the Air Force’s B-21 stealth bomber and an agreement to do so is expected this quarter, the company’s chief executive said last week. The B-21 talks are down to the “finer points” and what the “financial implications” are for Northrop Grumman, Kathy […]
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Nuclear Weapons & Stockpile
Kim Budil: NNSA regulatory reform occurring at ‘breathtaking’ speed
ARLINGTON, VA. – The current administration is taking “meaningful action on regulatory reform” on a “breathtaking” timeline at the National Nuclear Security Administration (NNSA), according to Kim Budil, director of Lawrence Livermore National Laboratory. “So I think the biggest thing for us has been the meaningful action on regulatory reform,” Budil said on a panel […]
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Delivery Systems & Nuclear Triad
BAE Systems expands Utah ICBM presence
BAE Systems said Jan. 30 it has opened a new office in Utah north of Salt Lake City to serve as a company hub for intercontinental ballistic missile (ICBM) sustainment and modernization. Early last year, the company received a $1.2 billion award from the U.S. Air Force Nuclear Weapons Center’s ICBM directorate at Hill Air […]
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National Laboratories
STRATCOM commander mentions national labs as one of five threat factors
ARLINGTON, VA. – In his debut public address as Commander of the U.S. Strategic Command (STRATCOM), Adm. Richard Correll told Exchange Monitor’s Nuclear Deterrence Summit the national labs were one of “five significant threat vectors” of concern for STRATCOM. “The way I think about it, and I hope I came across in my remarks, is […]
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Non-Proliferation
New START expires, Trump says not extending
With a 16-year U.S.-Russia nuclear agreement that expired Thursday, President Donald Trump took to social media to say he would negotiate an “improved” treaty instead of extending it again. Signed in 2010 by then U.S. and Russian Presidents Barack Obama and Dmitry Medvedev, the New Strategic Arms Reduction Treaty (New START), which hit its expiration […]
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Innovation & Infrastructure
Phase 1 of Kansas City expansion expected in June, acting NNSA site boss says
ARLINGTON, VA. – Kansas City National Security Campus (KCNSC) will complete the first phase of a real estate acquisition project that will add 2 million square feet of office and manufacturing space this June, the site’s acting manager said last week. Shekita Robinson spoke at a panel of the National Nuclear Security Administration’s (NNSA) field […]
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Budget & Policy
Sen. Hawley praises online portal for RECA claims
The Department of Justice recently launched an online portal for radioactive waste survivors to submit claims for assistance through the Radiation Exposure Compensation Act (RECA). “GREAT NEWS – the DOJ has launched the online portal for radioactive waste survivors to submit their RECA claims,” Sen. Josh Hawley (R-Mo.), one of the bipartisan advocates for RECA, […]
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Warhead & Weapons Development
DOE branches lay groundwork for future Y-12, NNSA exec says
ARLINGTON, VA — Two sister entities within the Department of Energy, the Office of Environmental Management and the semi-autonomous National Nuclear Security Administration (NNSA), are setting the stage for future work at the Y-12 National Security Complex at Oak Ridge, Tenn. That’s according to NNSA Y-12 field office manager Mary Helen Hitson at Exchange Monitor’s […]
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Cleanup & Remediation
Ex-Canadian Lab exec takes post at Savannah River
Sean Musick, formerly a general manager at Chalk River within the Canadian National Laboratories, has taken a new post at Fluor-led Savannah River Nuclear Solutions (SRNS) in South Carolina. At SRNS, the prime contractor for the Department of Energy’s Savannah River Site, Musick will be deputy senior vice president for strategic planning and integration. Musick, […]
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Contracts & Procurement
TVA earnings rise in its first quarter of fiscal 2026
Tennessee Valley Authority (TVA) earnings increased in the first quarter of fiscal 2026 which the Knoxville-based federal utility attributed to higher sales thanks largely to weather impacts and growing demand from data processing and related sectors.. Net earnings for the first quarter of fiscal 2026 ended Dec. 31 were $266 million, up from $125 million, […]
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Innovation & Infrastructure
Nuclear complex fights to attract, keep skilled workers
ARLINGTON, VA – For sites in the Department of Energy’s nuclear complex recruiting electricians and skilled craftspeople is a big task – and keeping them can be another. This was a key theme to emerge during a Tuesday Jan. 27 panel discussion here at Exchange Monitor’s annual Nuclear Deterrence Summit. Senior managers from National Nuclear […]
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Delivery Systems & Nuclear Triad
Wrap up: NNSA not consulted on SLCM-N for Trump-class battleships; NNSA aerial flight assessment of Super Bowl; Babcock CEO retiring; Minuteman III convoy
Kim Budil, director of Lawrence Livermore National Laboratory, said the Donald Trump administration did not consult the lab or the National Nuclear Security Administration on using the nuclear-armed sea-launched cruise missile (SLCM-N) in the future Trump-class battleships. Bradley Wallin, Deputy Director of Strategic Deterrence at Lawrence Livermore National Laboratory, also told the Monitor he did […]
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Nuclear Security & Deterrence Monitor
Nuclear Security & Deterrence Monitor Vol. 30 No. 4
Read Full Issue- Director says LANL exceeds pit production objectives
- W80-5 “just came up,” will go on SLCM-N, weapons directors say
- NNSA No. 2 committed to a “two-site solution” for pits, needs SRS support
- NNSA shifting to a “culture of urgency” and “production mindset”
- Senate blocks funds as shutdown looms, Cramer cites desire to fund gov
- NNSA should approach contracting differently, Pappano says
- NNSA issues draft RFP for Savannah River Site ops
- NNSA completes 13 tritium extractions in nine months, new record
- Centrus prepares to expand Oak Ridge manufacturing plant
- BWXT opens Oak Ridge centrifuge manufacturing plant
- Supporting host communities key to data center success, NDS told
- LEU, not HALEU, drives current enrichment market
- USAF considers modular missile silos for Sentinel, Cramer says new silos “well settled”
- Kiewit exec: NNSA infrastructure must be overhauled swiftly, safely
- Charles Ball appointed head of AI, Genesis Mission at NNSA
- Bechtel receives $812 million naval nuclear propulsion contract
- With study done, Wyka says Los Alamos working with tribes
- RFP for Savannah River data centers closed, proposals being assessed
- Doomsday Clock ticks to 85 seconds to midnight, 4 seconds closer to catastrophe
- Wrap up: NNSA not consulted on SLCM-N for Trump-class battleships; NNSA aerial flight assessment of Super Bowl; Babcock CEO retiring; Minuteman III convoy
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Stockpile Stewardship
NNSA completes 13 tritium extractions in nine months, new record
The Department of Energy’s semiautonomous National Nuclear Security Administration (NNSA) completed a record of 13 tritium extractions between fiscal 2025 and 2026, the agency said Jan. 23. This extraction amount was completed in nine months, the agency’s press release said. The previous record was eight extractions in 12 months between fiscal 2022 and 2023. “This […]
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Naval Nuclear Propulsion
Bechtel receives $812 million naval nuclear propulsion contract
A Bechtel subsidiary received a $812 million cost-plus-fixed-fee contract for naval nuclear propulsion components by the Navy, according to the Jan. 21 contracts list on the Pentagon website. Bechtel Plant Machinery, based in Monroeville, Penn., is a prime contractor for the Naval Nuclear Propulsion Program and is involved in many parts of the process for […]
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Cleanup & Remediation
With study done, Wyka says Los Alamos working with tribes
ARLINGTON, VA – The site-wide environmental impact statement for Los Alamos National Laboratory powerline is done, the lab’s field office manager told the Exchange Monitor Monday on the first day of the Nuclear Deterrence Summit. Ted Wyka, field office manager for the Manhattan Project-era lab, said the lab is just waiting to finish up consultations […]
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Data Centers & Energy Demand
RFP for Savannah River data centers closed, proposals being assessed
ARLINGTON, VA – Proposals are being assessed for contractors looking to build and power artificial intelligence (AI) data centers at Savannah River Site, the site’s field manager said in a panel on a snowy first day of Exchange Monitor’s Nuclear Deterrence Summit. Due to inclement weather, Brandon Williams, administrator of the National Nuclear Security Administration […]
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Contracts & Procurement
NNSA should approach contracting differently, Pappano says
ARLINGTON, VA – The second-highest person at the National Nuclear Security Administration (NNSA) said Tuesday he is “absolutely considering contracting differently.” Scott Pappano, NNSA’s principal deputy administrator, gave a keynote on the second day of Exchange Monitor’s Nuclear Deterrence Summit. “The world I came from, you know, in shipbuilding, advanced procurement was very much a […]
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Plutonium Pit Production
NNSA No. 2 committed to a “two-site solution” for pits, needs SRS support
ARLINGTON, VA – Scott Pappano, Principal Deputy Administrator of the National Nuclear Security Administration (NNSA), said Tuesday that Savannah River can still play a “supporting role” in pit production between now and the completion of its pit production facility. Pappano gave a keynote on the second day of Exchange Monitor’s Nuclear Deterrence Summit. NNSA must […]
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Non-Proliferation
Doomsday Clock ticks to 85 seconds to midnight, 4 seconds closer to catastrophe
The Doomsday Clock, a symbolic device the Bulletin of Atomic Scientists uses to signify closeness to “global catastrophe” set another record closeness to midnight as of Tuesday. “A year ago, we warned that the world was perilously close to global disaster and that any delay in reversing course increased the probability of catastrophe,” the Manhattan […]
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Nuclear Weapons & Stockpile
NNSA shifting to a “culture of urgency” and “production mindset”
ARLINGTON, VA – The National Nuclear Security Administration (NNSA) is embracing a culture of urgency and shifting from a scientific to production mindset, according to Administrator Brandon Williams Tuesday in his day 2 keynote at Exchange Monitor’s Nuclear Deterrence Summit. “Urgency requires a fundamental, fundamental shift in how we work,” Williams said of the Department […]
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Innovation & Infrastructure
Charles Ball appointed head of AI, Genesis Mission at NNSA
ARLINGTON, VA – Charles Ball was named the lead for the Genesis Mission at the National Nuclear Security Administration (NNSA), the agency’s head Brandon Williams said Tuesday in his keynote at Exchange Monitor’s Nuclear Deterrence Summit. The Genesis Mission is an executive order from November by President Donald Trump which calls for a national effort […]














