America's Nuclear Breakaway: Cutting Foreign Fuel Before it Cuts Us

The U.S. Department of Energy has launched the Advanced Nuclear Fuel Availability Program to develop domestic nuclear fuel supply chains and reduce reliance on foreign enriched uranium. By inviting private-sector proposals to build production lines, this initiative supports advanced reactor development and enhances national security.

24% of U.S. nuclear fuel has historically come from Russia. That’s like running your home security system on a neighbor’s Wi-Fi—fine until they change the password. Centrus Energy and Urenco are already positioned to ramp domestic production.

Why this matters: Nuclear is the only 24/7 carbon-free power source we control. Dependence on foreign fuel is a geopolitical risk, not just an energy one. Domestic nuclear fuel means American jobs, American security, and predictable power prices.

This program aligns with our strategy of integrating nuclear’s stable baseload with solar’s flexibility. A domestic fuel supply chain will drive job creation and reduce vulnerabilities, and we are actively evaluating companies positioned to lead this effort.

Program Details and Recent Progress

Announced in July 2025, the Fuel Line Pilot Program aims to accelerate the fabrication of nuclear fuel for new test reactors. The Department of Energy (DOE) has selected Standard Nuclear for the first advanced nuclear fuel pilot project, marking a key step in building U.S.-based production lines. This initiative is part of a broader effort, including a Request for Application issued in July 2025, to end reliance on foreign sources and support next-generation reactors.

Executive actions, such as the May 2025 order on reforming nuclear reactor testing, emphasize rapid development to ensure reliable energy. The program supports the deployment of advanced nuclear technologies for national security, as outlined in federal policies.

Implications for Energy Independence

By reducing dependence on Russian uranium, which accounted for about 24% of U.S. supplies, this move addresses vulnerabilities exposed by global events. Companies like Centrus Energy are advancing domestic enrichment, with DOE funding of $2.72 billion for the HALEU Availability Program. This not only enhances security but also creates jobs in manufacturing and engineering.

At American Energy Fund, we see this as an opportunity to integrate nuclear with other sources, ensuring a resilient grid.

Looking Forward

As the program progresses, with pilot projects underway, it positions the U.S. as a leader in clean, reliable energy. Investors interested in nuclear advancements should monitor these developments closely.

Visit americanenergyfund.io for insights on related investment opportunities.