In short: Reported: exclusive SILEX licensee, formed 2007; TRL-6 achieved last year at its Wilmington Test Loop; full NRC licence application for PLEF filed July last year, licence expected early 2027 (CEO Long). PLEF to re-enrich DOE depleted tails at Paducah — ~70,000 t of "new, fresh feed" from 200,000+ t — and serve LEU, LEU+ and HALEU; Long: "a low-risk commercialisation pathway that exercises supply discipline."
GLE is the private company (Silex 51%, Cameco 49%) building the laser enrichment plant. Its technology has passed a mid-stage test milestone ("Technology Readiness Level 6" — proven at large scale, not yet commercial), and it has applied to the US nuclear regulator, expecting approval in early 2027.
The clever part is the feed. Paducah used to run an old US government enrichment plant that left behind over 200,000 tonnes of "tails" — uranium with some useful content still in it. GLE plans to run those tails through its lasers again and get about 70,000 tonnes of fresh reactor feed, a bit like mining a stockpile instead of the ground. With Cameco now buying everything, the plant has a guaranteed customer before it is built.
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