CSE : NUKE  |  FWB: Q3B

CSE : NUKE | FWB: Q3B

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MArket

From Rock to Reactor

Building the Backbone of America’s Nuclear Future.

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THE FUEL PROBLEM

The Weak Link In America’s Nuclear Future

  • America’s nuclear renaissance is being driven by the boom in AI energy demand.

  • There are global choke points at every step of the fuel cycle - mining, milling, conversion & enrichment.

  • In the United States ALL of these supply gaps are dramatically worse.

If America can’t bring new production online the nuclear revolution is DOA

Our Solution

Nuclear Fuel Cycle

Leveraged Opportunities Across The Fuel Cycle

  • EXPLORATION UPSIDE

    Pursue high-ceiling U.S. uranium districts with historic endowment and modern targets.

  • LICENSE AT TRL-3, BUILD TO TRL-7

    Acquire or license lab-scale (TRL-3) fuel-cycle technologies and finance the engineering to pilot scale (TRL-7) — where equity value rerates.

Why this wins

We get multiple high leverage shots on goal across mining, milling, conversion & enrichment.

Partners

  • CVMR

    Proprietary refining/milling IP; DOE/DOD/ORNL ties; scalable metallurgical processes relevant to a centralized processing facility.

  • DISA Technologies

    NRC-licensed HPSA process to remediate abandoned uranium mine waste and recover saleable minerals; AA (as GNEM) signed a definitive WTUA with DISA to share in recovered value via NSR.

  • Regional miners & explorers

    Potential hub-and-spoke counterparts for tolling/JVs.

visit CVMR website

Official Participants In The U.S. DOE DPA Fuel Cycle Consortium

What it is

DOE’s Defense Production Act (DPA) Consortium uses voluntary agreements (with antitrust protection when criteria are met) to coordinate U.S. industry across mining, milling, conversion, deconversion, enrichment, fabrication, recycling/reprocessing, and end-users—to secure the entire fuel cycle.

Why it matters

Provides a formal venue for planning, data-sharing, and synchronized build-outs that de-risk private capital and accelerate domestic capacity.

Our Role

American Atomics participated in the Consortium’s industry sessions (“DPA Day”/info sessions) to align our exploration, milling hub, and TRL-3→7 technology pilots with DOE timelines and procurement pathways.

Market Opportunity

AI Power Boom & Nuclear Buildout

  • AI is a structural load, not a blip

    DOE: U.S. data centers likely 6.7–12% of load by 2030; EPRI mid-case ~9%. Grid planners are moving nuclear back to the front of the stack.

  • SMRs & ADVANCED REACTORS ACCELERATE THE CYCLE

    Global SMR activity surged: 127 designs tracked; 33+ began pre-licensing in 2024; ~85 siting discussions worldwide by early 2025 (NEA/WNN).

  • IMPLICATION

    Long-dated, baseload contracts that require secure UF₆, LEU and HALEU for decades.

Market Opportunity

URANIUM AND CONVERSION SHORTFALLS

  • WNA OUTLOOK

    Reactor uranium demand up ~28% by 2030 and >2× by 2040; mine supply risks post-2030 without timely new projects.

  • CONVERSION SCARCITY

    U.S. has ~10,400 MT/yr UF₆ capacity vs. much higher needs in DOE’s tripling scenarios; existing capacity is heavily booked, pushing conversion prices & lead times higher.

  • RESULT

    Projects that can deliver yellowcake + conversion capacity into the 2027–2035 window earn premium margins.

Market Opportunity

AMERICA’S STRATEGIC GAP

  • U₃O₈ / Yellowcake

    U.S. generated ~0.05 Mlbs vs 32 Mlbs used in 2023 — near-total import dependency.

  • ENRICHMENT

    ~81% of SWU imports were foreign in 2024; ~20% from Russia despite policy pressure.

  • POLICY RESPONSE

    Congress & DOE are moving money and authorities (HALEU funding; DPA Consortium) to onshore the fuel cycle. Private sector solutions are explicitly invited.

HIGH-LEVEL OPPORTUNITY

Exploration and Milling

  • One centralized, state-of-the-art uranium processing facility with CVMR.

  • Hub-and-Spoke milling with satellite feed from regional mines (own assets + partners).

  • Flagship exploration: Big Indian (Lisbon Valley). Our claim block sits on the east side of a district with ~78 Mlbs historic production; the east flank is down-dropped & under-tested with gamma-log indications — a high-ceiling mirror-image target to the historically mined west side.

HIGH-LEVEL OPPORTUNITY

License & Develop Fuel Cycle Technology

  • OUR EDGE

    We license at TRL-3 (lab-scale) and engineer to TRL-7 (pilot-scale), capturing the steepest value step-up while controlling capital at each gate.

  • ACTIVE IP PIPELINE

    We are systematically prospecting IP across milling, conversion, deconversion, and enrichment, prioritizing technologies with modular footprints, HF/F₂ recycle potential, and clear integration paths to a hub-and-spoke fuel-cycle network.

  • EXECUTION MODEL

    Stage-gated pilots, JV/tolling structures, and OEM/utility MOUs to validate performance, unit economics, and regulatory readiness.

  • COMMERCIAL PULL

    DOE’s HALEU/LEU initiatives (multi-year, multi-billion) are creating bankable demand signals for domestic conversion/enrichment solutions—and rewarding credible pilots.

CSE : NUKE

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