Centrus Energy Announces HALEU Supply Contract with Antares Nuclear

What Happened
Centrus Energy Corp. (LEU) filed a Form 8-K on September 17, 2026 (Item 8.01) announcing it signed a contract with Antares Nuclear to supply high-assay low-enriched uranium (HALEU). The company said deliveries under the contract are scheduled to begin prior to the end of the current decade. A press release announcing the deal is attached as Exhibit 99.1 to the filing.

Key Details

• Company: Centrus Energy Corp.; Counterparty: Antares Nuclear.
• Filing date: September 17, 2026 (Form 8-K, Item 8.01).
• Product: HALEU (high-assay low-enriched uranium).
• Delivery timing: Scheduled to begin prior to the end of the current decade (i.e., before 2030).
• Financial terms and contract value: Not disclosed in the 8-K.
• Exhibit: Press release dated September 17, 2026 attached as Exhibit 99.1. Filing signed by Todd M. Tinelli, Senior VP & CFO.

Why It Matters
HALEU is a specialized nuclear fuel sought for advanced reactors and certain defense and commercial applications. This contract signals Centrus’s role in the emerging HALEU supply chain and could represent a future revenue stream if deliveries and commercial demand proceed as planned. Investors should note the filing does not disclose pricing, volumes, or total contract value, so the near-term financial impact is not detailed in the 8-K.