// definition
HALEU
High-Assay Low-Enriched Uranium
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Short definition
Low-enriched uranium of high assay, between 5 and 20% uranium-235, the fuel required by most small modular and advanced reactors. Long supplied commercially by Russia alone, it is the main bottleneck of the Western nuclear revival.
risk atlas
Knowledge map
Intuition
HALEU is the advanced fuel where nuclear promise and industrial-chain dependence concentrate.
Why it matters now
Small reactors and advanced projects run into a commercial supply that is still too narrow.
Related analyses
- Uranium: deficit and hidden bottlenecksMining, conversion, enrichment, HALEU and AI demand.
Related guides
- Reading the uranium marketFrom ore to reactor: contracts, conversion and enrichment.
Related datasets
- risk.jsonPublic snapshot of the risk signals.
- signals/history.jsonPoint-in-time history of the signals.
- risk-diff.json1, 7 and 30-day diff of signals, sources and models.
- evidence-graph.jsonClaims, evidence and their sources as a graph.
Signals using it
- Energy MonitorMethodology of the energy stress signal.
- Risk DiffRecent change in risk and source freshness.
Primary sources
- U.S. Energy Information AdministrationOil, gas, inventories, production and the Short-Term Energy Outlook.
- Commodity Futures Trading CommissionFutures positioning through the Commitments of Traders.
- World Bank Open Data & OECD DataMacro comparables and commodity prices.