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Nuclear / fuel cycle
This window nuclear awards. Public tickers first: Centrus (LEU), PG&E (PCG), BWX Technologies (BWXT). Private EDF loans stay off the ranked list.
Glossary · How to read · Findings
Public tickers first
This-window public table summary
| Ticker | Deal | Status | Sourced $ |
|---|---|---|---|
| LEU | HALEU production task order | FINAL | $900M FFP / $1.07B base+options |
| PCG | Civil Nuclear Credit payment | FINAL | $271M paid |
| -- | DOE EDF / Westinghouse (private sponsor) | CONDITIONAL | $17.5B conditional |
FAQ
What is HALEU?
High-Assay Low-Enriched Uranium for advanced reactors. Centrus/ACO holds a FINAL DOE task order.
Why is the $17.5B EDF loan not on the public ranked list?
Conditional Energy Dominance Financing with a private Westinghouse sponsor. FedForge does not invent public tickers.
Did award-day prices always go up?
No. PCG was -21.2% announcement-to-now after the Civil Nuclear Credit payment.
Where do I read status tags?
Glossary and the how-to-read guide.
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