The National Nuclear Security Administration (NNSA) through its Office of Reactor Conversion and Uranium Supply (ORCUS) is seeking industry interest and capability information for the fabrication of high‑assay low‑enriched uranium‑molybdenum (U‑10Mo) monolithic fuel for research and test reactors. Respondents are asked to submit a Letter of Interest (LOI) describing their ability to supply the alloy, fabricate fuel plates and assemblies, or provide an integrated solution, along with facility details, licensing status, staffing, equipment, and cost estimates. The effort supports a projected market of roughly 10,000 plates and 200 elements per year, valued at $100‑$175 million annually, with anticipated capacity shortfalls by the mid‑2030s.
• Target audience: manufacturers capable of handling HALEU material, possessing NRC Category II or DOE Hazard Category III facilities.
• Required submission: LOI ≤ 20 pages, due 12/21/2026.
• Key technical scope: alloy production (VIM casting, hot‑roll bonding), foil/plate fabrication (HIP, cold‑rolling, inspection), assembly fabrication (swaging, welding, boehmite coating).
• Facility needs: ~25,000 sq ft, high‑bay space, 480 V 3‑phase power, compressed air, chilled/deionized water, ventilation, argon.
• Evaluation criteria: organizational capability, staff, prior nuclear fuel experience, licensing plan, ROM cost, timeline to first delivery and demonstration.
• Questions: two rounds – first due 10/01/2026, second due 11/12/2026.