Uranium & Nuclear Energy Corner

Wednesday, 2026-09-09 · covering the last 24h

Market signal

World Nuclear Symposium's grand opening lands in London. The 51st Symposium — also the World Nuclear Association's 25th-anniversary gathering — formally opened today at a new, larger venue, the Hilton London Metropole, with the exhibition opening and welcome reception combined into one event for the first time; the fuller conference programme runs through Friday. Spot stayed little changed through the lead-up, still hovering just under US$90/lb per public commodity trackers, with the market watching this week for the traditional kickoff of the year's heaviest utility contracting stretch. Symposium site · Spot chart

Upstream — mining & supply

No material mining or supply-policy news broke this window. Today's opening event was the exhibition floor and an evening reception rather than the keynote and panel program, so producers and developers still look to be holding announcements for the sessions later in the week.

Midstream — conversion, enrichment & fuel

Centrus signs multi-year HALEU deal with Radiant for Kaleidos microreactors. Centrus Energy and microreactor developer Radiant signed a definitive long-term contract for Centrus to supply domestically enriched HALEU to fuel multiple Kaleidos units, with deliveries starting before the end of the decade; the agreement includes Radiant prepayments toward Centrus's commercial-scale enrichment build-out at Piketon, Ohio, and because the enrichment is U.S.-origin the fuel counts as "unobligated" and usable for national-security deployments — another domestic HALEU offtake landing in Symposium week. Centrus/Radiant release via PR Newswire · World Nuclear News

Nuclear energy — reactors, industry & demand

China completes cold functional tests at Changjiang 4. China National Nuclear Corporation finished cold functional testing on unit 4 of the Changjiang plant in Hainan, moving the Hualong One reactor into its commissioning phase ahead of a planned early-2027 start-up — the fourth unit at a site that keeps adding capacity on a cadence still well ahead of anything in the Western new-build pipeline. World Nuclear News

The Chatter

Opening-day output from the usual uranium commentary crowd was almost entirely event logistics and booth promotion rather than fresh argument today — nothing cleared the bar for inclusion here. The keynote and panel sessions that the sharper posts typically react to start tomorrow; expect this section to fill back out from here.