Nuclear Fuel Cycle / HALEU

Advanced reactor deployment is increasingly a fuel-cycle problem, not only a reactor-design problem. Many designs need HALEU, but usable supply requires several separate steps: uranium conversion to UF6, enrichment, deconversion or metallization, fuel fabrication, packaging, transport, and qualified customer programs that can absorb the material.

The tightest bottleneck can move across the chain. Enrichment capacity gets the headlines, but conversion, deconversion, metal-fuel preparation, TRISO manufacturing, nuclear graphite, and licensed transport packages can each delay deployment. Constraint Alpha separates direct supply from demand-side validation so a reactor developer is not mistaken for a merchant fuel supplier.

This directory uses the supplied deep-research reports as a seed set and keeps the distinction between verified primary-source evidence, sourced but early claims, and speculative option value. Scores are research-priority inputs, not recommendations; licensing, financing, geopolitics, offtake, and reactor schedules still need primary-source follow-up.