ASPI. per grok
aspisotopes.com
TerraPower for a South African facility targeting 15 metric tons of annual HALEU output, plus November 2025 UK regulatory engagement, positioning ASPI to fuel small modular reactors (SMRs) for surging AI data center power needs.
15 tons? is that possible ?
ASP Isotopes ($ASPI), via its Quantum Leap Energy subsidiary, employs laser-based quantum enrichment to produce HALEU, a high-assay low-enriched uranium essential for advanced reactors, directly challenging the U.S.'s current 100% reliance on Russian supplies amid a 2024 import ban.Recent developments include a May 2025 agreement with TerraPower for a South African facility targeting 15 metric tons of annual HALEU output, plus November 2025 UK regulatory engagement, positioning ASPI to fuel small modular reactors (SMRs) for surging AI data center power needs.Trading at $5.63 as of January 2, 2026, with analyst consensus at $13 (131% upside), the post underscores ASPI's potential in nuclear fuel for SMRs, medical isotopes, and semiconductors, though execution risks persist in scaling proprietary tech. |
