[unsung]

There's a push these days to move towards HALEU fuel in the US; it's basically downblended submarine fuel stock [0]. It'll take about a decade to really start the downblending and distribution process at commercial scale in earnest [1], and there's some projects for instrumentation, transport containment, and so on in the works. Once commercial scale feedstock production is proven out, we'll start seeing shovels breaking ground on new reactor sites.

[0] https://www.nrc.gov/materials/new-fuels/haleu.html [1] https://www.orano.group/usa/en/our-portfolio-expertise/advan...