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Actinide is first startup to produce high-assay low-enriched uranium (HALEU)

actinideinc.com

159 points by dsalzman · 90 comments

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peri-cl

> "Actinide’s flagship commercial product: enriched ytterbium-176,"

To save HN a search: a stable isotope used as a neutron capture target, to produce lutetium-177[i], used in targeted radioligand therapies[ii]. Discussed once on HN[iii].

[i] https://isotopes.gov/Ytterbium-176_is_Available_Now

[ii] https://en.wikipedia.org/wiki/Lutetium_(177Lu)_vipivotide_te...

[iii] https://news.ycombinator.com/item?id=40690196 ("Radioactive drugs strike cancer with precision (knowablemagazine.org)")

fodkodrasz

So this is basically a calutron... a huge mass spectrometer. 1940s technology, upgraded with state-of-the-now control systems, and electromagnets. A formidable engineering work, but more of a breakthrough from legislation and compliance perspective possibly.

https://en.wikipedia.org/wiki/Calutron

  • jabl

    IIRC Calutron's were basically abandoned because they were massively inefficient compared to gaseous diffusion and, particularly, centrifuges.

    What has changed here to make them competitive again? Or are they counting on selling small quantities at close to any cost for R&D reactors?

    Speaking of which, whatever happened to laser enrichment? That was apparently very promising at some point?

    • Animats

      > What has changed here to make them competitive again?

      The article has to be read carefully. "On Actinide's engineering estimates, a single Fortitude machine would provide roughly half the isotope-separation capacity of the U.S. government's current electromagnetic fleet."

      The "U.S. government's current electromagnetic fleet" is tiny. Oak Ridge is building a modest plant.[1] Idaho has a benchtop-sized separator. That's what Actinide is comparing against. Not the rows of basketball court sized calutrons from WWII. So the announcement gives the impression of a larger operation than it really is.

      > Speaking of which, whatever happened to laser enrichment? That was apparently very promising at some point?

      That is a very good question. A company called Silex, and their subsidiary Global Laser Enrichment, has been trying to commercialize this for years.[3][4] Exactly how they do this is classified.[5]

      There's another startup in this area, crawling along, underfunded, but building something.[6]

      Meanwhile, URENCO continues to operate a centrifuge plant in New Mexico.[7] URENCO is a a European company, and seems to be the leader in centifuge technology. Units in France, Germany, the Netherlands, and the US.

      I've been expecting something big to happen in the laser enrichment area since the 1990s, but it never has. This suggest that it either doesn't work very well or is being suppressed because it works too well.

      [1] https://www.energy.gov/science/articles/doe-expands-stable-i...

      [2] https://inldigitallibrary.inl.gov/content/uploads/50/2026/04...

      [3] https://www.silex.com.au/

      [4] https://www.gle-us.com/

      [5] https://www.nrc.gov/docs/ML2304/ML23045A117.pdf

      [6] https://laseristech.com/

      [7] https://urencousa.com/

      • browsingonly

        A friend of mine was involved with AVLIS and Pu-AVLIS. There were/are significant counterproliferation concerns with them. I'm not sure if that has anything to do with the lack of major commercialization, but I wouldn't find it shocking if it were true. As I understand it, it's one of those technologies that the US doesn't strictly need, but we really don't want the Iranians (or similar weapons-pursuing state) to have it.

    • Legend2440

      They talk about that in the article:

      >"A centrifuge plant does one thing, costs billions, and takes years to stand up. Our machines cost a few hundred thousand dollars, produce material within months, deploy anywhere, and are able to be reconfigured in a matter of days to separate various isotopes as they are needed," said Robert Mendelsohn, co-founder and CTO of Actinide.

      • amluto

        The obvious thing to consider is throughput and yield/loss. A centrifuge plant can produce kilograms of material and doesn’t fundamentally misplace any material, although it may struggle to extract all the inputs that are the correct isotope. A calutron needs to ionize every single atom, accelerate it to an appropriate energy, deflect it, and decelerate it without losing it. And it needs to deal with inadvertently multiply-charged ions. And if you’re dealing with radioactive source material, you need to deal with the atoms that embed themselves in your apparatus.

        At least uranium isn’t actually all that radioactive.

      • ta988

        yeah they don't talk about cleaning them either... that's a massive problem in this kind of ion separation techniques, things splatter and stick everywhere.

      • pclmulqdq

        This is a bit uncharitable to the concept of a centrifuge here. The Iranian nuclear program seems to have centrifuges that are a lot smaller and cheaper, and you can certainly build one that meets these needs.

    • jjk166

      > What has changed here to make them competitive again?

      Nothing. This is a company that specializes in making medical isotopes, which is something Calutrons are good for - you need high levels of enrichment in a single step, you don't need to process large quantities, and the energy consumption doesn't matter. Any talk of using it for reactor fuel production is pure PR spin.

    • p1mrx

      Take these numbers with a grain of salt because I got them by chatting with AIs, but if you're producing electricity from HALEU, then centrifuges require reinvesting <1% of the output, whereas historical calutrons required 200% (useless) and modern technology could potentially bring that down to 10%.

      So calutrons will always be less energy efficient than centrifuges, but if the capital cost and construction time is low enough, calutrons might still be economically viable.

      • KennyBlanken

        If we wanted to find out what an LLM thought we'd ask the LLM. Don't be a meat proxy.

        https://gruhn.me/blog/2026-08-03/

        • tmp10423288442

          But you weren't going to ask the LLM, and now you know something you weren't aware of. Seems no different than someone reporting what they found out in a Google Search, as long as they disclose that they used an LLM (as long as they used one that actually searches the web, but pretty sure even ChatGPT Free does that these days).

          • cwillu

            One of the more annoying pre-llm behaviours was responding with the first link of google when a question was asked (but not of them specifically).

          • ben_w

            > but pretty sure even ChatGPT Free does that these days).

            It can do, but won't do so reliably; and the guessing it does if it's not grounding with a search is still like someone in a pub saying "I recon…". Admittedly, a Cambridge pub like the Carlton Arms used to be when I lived there (sometimes I'd be the only one at the table who wasn't studying for a PhD), but still, pub.

        • p1mrx

          Even if you ignore my LLM numbers, "what percent of a reactor's output must be reinvested to enrich its own fuel?" is a meaningful contribution to the discussion.

          • fc417fc802

            But are your numbers reliable? By your own admission you don't know. So you aren't contributing expertise but rather the brief use of a tool that everyone has ready access to and which doesn't necessarily return reliable answers. AKA noise, at least from the perspective of a community like HN.

          • Refreeze5224

            This site is intended to be a discussion between people. If we wanted to consult some other resource, we would go do that. Injecting unverified information is not a contribution to a discussion between people, especially if it isn't coming from a human source.

        • woah

          Are you a meat proxy for that blog post?

    • piyh

      >Under the Atomic Energy Act, all information not specifically declassified is classified as Restricted Data, whether it is privately or publicly held

      https://en.wikipedia.org/wiki/Separation_of_isotopes_by_lase...

    • scythe

      Well, for one thing, the only existing Yb-176 production facilities are in Russia. That means demand for a domestic supply is pretty high right now.

      The other thing is that for a nuclear reactor, you need many kilograms of uranium. But for a Pluvicto patient, you need less than a gram of ytterbium.

  • trhway

    >1940s technology

    yes, i'd have expected that laser enrichment would be more preferable technology for modern development

  • bpodgursky

    That's fine

    • fodkodrasz

      Totally agree, just summarized what I found in the press release. Even boring engineering is honest work, and this is not boring, even if not cutting edge in my understanding. Nuclear operations have their special challenges which need special care, also from engineering side. Still I think this is less of an engineering news.

      Anyways, I didn't mean to downplay it.

  • shevy-java

    But mass spectrometers don't use uranium.

    • ta988

      they can absolutely see uranium. It ionizes and thus get separated like many other things https://pmc.ncbi.nlm.nih.gov/articles/PMC7470433/

      Calutrons are using the same principle of separating ions by their mass/charge ratio, just in a preparative scale (you want to collect what is separated) rather than analytical (you just want to know how much of what).

    • numpad0

      sounds like this is similar to doing basic paper chromatography and cutting out the strip with scissors just to get the desired substance, spectrometry as means to produce the material rather than means to analyze

    • colechristensen

      Mass spec is about separating things by mass... exactly what enrichment requires.

      A mass spec used as an instrument measures the components of a substance, this is just the same concept for actual separation of components not just to look at them

ortusdux

I've been following SuperCritical, a new startup working on Uranium extraction from sea water. My understanding is that the process is much more sustainable than mining, which makes it easier/faster to establish a domestic source vs the permits needed for a new US based mine.

https://www.globenewswire.com/news-release/2026/08/26/335139...

git_rancher

A few hundred thousand dollars worth of tech replacing what used to be a massive industrial investment is amazing. And I thought enriching uranium is something that counties with nukes go to extreme lengths to make it not accessible.

  • jjk166

    It's actually the opposite. Centrifuges are a cheaper and easier enrichment method. A single uranium centrifuge is on the order of $10,000 to $20,000. It's economical to run lots of centrifuges, but you could in theory get up to high enrichment just using the same centrifuge again and again.

    Lot's of non-nuclear weapons states do have access, the Netherlands for example enriches more uranium annually than the UK. It's the components of centrifuges that are tightly controlled. Building enrichment facilities is well within the capabilities of pretty much any nation state, it's doing it secretly which is the hard part.

    This alternative technique only makes sense at extremely small quantities. For their primary market of making medical isotopes, it makes a lot of sense. For nuclear reactor fuel it's incredibly impractical.

  • Legend2440

    >And I thought enriching uranium is something that counties with nukes go to extreme lengths to make it not accessible.

    It's not that difficult from an engineering perspective, the tech is almost a century old. It's just that we will drop bombs on anyone who tries.

    Nuclear nonproliferation relies on active enforcement.

    • yubblegum

      > It's just that we will drop bombs on anyone who tries.

      I don't recall us bombing Pakistan, India, Israel, China, or North Korea.

      > Nuclear nonproliferation relies on active enforcement.

      The comedy hour at HN has arrived. See above ^^^

      • bawolff

        >I don't recall us bombing...China

        As far as i know, USA was seriously considering doing this in 1964. However the soviets said that would mean war, so they didn't.

        North Korea is so firmly in China and Russia's sphere of influence that bombing them would be hard, especially given how much conventional weapons they have pointed at south korea. That said, would you really want to be north korea? economic warfare has done a number on them. in many ways they are the poster child for nuke != winning.

        Israel probably snuck through by doing it early enough and secretively enough that it was fait accompli. They probably tested their nukes before the nuclear non proliferation treaty was even signed.

        so really you have india and pakistan. The fact there are so few exceptions kind of proves the system works.

        > Nuclear nonproliferation relies on active enforcement.

        It relies on getting nukes being an irrational move for most countries. Yes part of that is your enemies will start preventive wars to stop that. A very major part of it is the economic consequences of developing nukes is usually not worth it. Part of it is the smart strategy is to just do most of the work and stop before getting nukes - if shit hits the fan you can get nukes quickly, but going up to the line without crossing it has none of the negative consequences.

        • n4r9

          I suspect the US allows/ignores some nuclear programs if they think it's in their geopolitical interest. India is a counter-balance to China and Russia. Pakistan is a counter-balance to India. Keeping everyone armed to the teeth and on their toes is better for the US than forming blocs.

        • scheme271

          North Korea isn't doing so well, but it's doing better than Iraq, Libya, or Venezuela at least as far as the leadership is concerned. Their conventional forces being within artillery range of Seoul probably helps but having multiple credible nukes really has helped them to avoid being a target of regime change.

          • bawolff

            The US tried regime change in 1950. The issue was that china didn't want an american puppet state on its borders so intervened. That is just as true now as it was 75 years ago.

            Iraq, Libya and Venezuela don't have powerful friends willing to go to bat for them.

      • NuclearPM

        You argued against your own point beautifully.

    • KennyBlanken

      Nuclear nonproliferation relies on surveillance/monitoring and statecraft.

      There are many, many steps before "drop bombs".

    • colechristensen

      It's not difficult from a conceptual engineering perspective but it is difficult from an industrial scale perspective. It requires a tremendous amount of hardware and energy and precision equipment.

  • john_strinlai

    >And I thought enriching uranium is something that counties with nukes go to extreme lengths to make it not accessible.

    low-enrichment (~20%) is what's happening here.

    the bad stuff, for nukes, is ~90% enrichment.

uygiugiu

General Matter is also working on HALEU https://en.wikipedia.org/wiki/General_Matter

gfalcao

wow

datakan

So will we start bombing Dallas now?

josefritzishere

I have a bad feeling.

  • futura_heavy

    Is it the menacing guys in the photo, or that headache-inducing logo?

    • jmward01

      The logo. Definitely the logo. It both sucks you in and repels you at the same time. 'eye catching' to say the least, but so are laser pointers.

shevy-java

They are killing the environment now. I remember this discussion some 25 or 30 years ago in serbia, e. g. depleted uranium. Well, guess some company always wants to find ways for dumping or lifting-up radioactive substance.

netik

This is highly dangerous, right? If a bad actor possess centrifuge technology and can divert this <20% enriched uranium, they are essentially days or weeks away from achieving weapons-grade material.

This severely reduces the "breakout time" the international community relies on to detect and stop nuclear proliferation.

  • jjk166

    If the bad actor has centrifuge technology and access to low enriched uranium, they are already weeks away from achieving weapons grade material. If a country with Iran's enrichment capabilities had a sufficient LEU stockpile swapped for an equivalent amount of HALEU, it would shave about 7 days off the time necessary to produce a bomb's worth of weapons grade uranium.

    For nations with enrichment capabilities, enrichment is not a major contributor to overall breakout time. Enrichment doesn't take much time, it's building enrichment facilities that takes a while, especially clandestinely.

  • AngryData

    Centrifuge and nuclear technology is not some latest and greatest super complicated and barely understood technology with hard to source components anymore. Old restrictions like ball bearings quality on export and such are basically meaningless today. You can buy common tooling today from China that would trounce anything people were using 60 years ago and nobody has stopped people from studying and researching nuclear technologies.

    It is mostly a matter of money and international politics now. It takes a significant amount of money to build and power, and it is hard to hide the scale of building and power usage from international watchdogs. Because nothing consumes tons of energy and doesn't output tons of product to sell except for nuclear material refinement for weapons.

    • jjk166

      > it is hard to hide the scale of building and power usage from international watchdogs. Because nothing consumes tons of energy and doesn't output tons of product to sell except for nuclear material refinement for weapons.

      Until datacenters

      • fc417fc802

        Just wait, we might well have some sort of AI nonproliferation effort soon enough. I eagerly await any chip under 5 nm being subject to national security regulations.

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