Wyoming is going to be working with BWXT to explore feasibility and maybe roll out BANR SMR in the state. WEA announced they have a contract with BWXT to assess feasibility and possibly do some design work...preliminary integration stuff.

A few things to recall about both these players....

Recall BWXT entered into an arrangement with US feds (NNSA) to process some uranium bits an pieces into HALEU. They are (at last report) due to produce hundreds of kilos of HALEU in 2024. BWXT are perhaps the US HALEU leader...LEU being the other major player but LEU are going to produce on the order of dozens of kilos of HALEU in 2023 and I-don't-know-how-much-in-2024.

However BWXT also have a BANR microreactor design which is the subject of this Wyoming contract. So...interesting.

Regarding Wyoming, recall this is also the home of Terrapower's Natrium reactor project in Kemmerer. A project that had to push back initial operation date to 2030 due to availability of...you guessed it...non-Russian HALEU fuel.

So, look, it's byzantine and piecemeal, but it's all coming together. I've seen it asserted that the US doesn't have HALEU capacity. Not true but I can understand why somebody might think that. We do have HALEU capacity and by 2025 if LEU and BWXT deliver the US will have quite a bit of HALEU capacity. I don't know how SMR is going to shake out in the US but lots of things are happening at a very fast (for nuclear) pace.