Domestic commercial recycling of spent nuclear fuel can let U.S. firms produce reactor fuel at home and lease it to foreign operators under service agreements, keeping enrichment and supply leverage inside American-controlled contracts while reducing waste costs. That model pairs fuel-cycle sovereignty with an export strategy that substitutes fuel-services for raw-uranium sales and could limit Russian and Chinese influence in global nuclear markets.
— If adopted, a U.S. fuel lease‑back program would reshape geopolitical leverage, trade relations, and the economics of expanding reactor fleets worldwide.
Jasper Boers
2026.03.02
100% relevant
Article cites DOE awards, unlocked plutonium for reactor use, and explicitly proposes a 'fuel lease-back program' as a benefit of domestic recycling; it also notes U.S. mining covers <1% of uranium needs and that 11 pilot projects aim to go critical by July 2026.
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