Terrestrial Energy Selected for DOE Office of Nuclear Energy Fuel Line Pilot Program, Advancing Comprehensive Nuclear Supply Chain Strategy
Terrestrial Energy has been selected for the U.S. Department of Energy's (DOE) Fuel Line Pilot Program, marking a significant milestone in the company's commercialization of its Integral Molten Salt Reactor (IMSR) technology. This selection complements the company's recent inclusion in DOE's Advanced Reactor Pilot Program announced in August 2025.
The company's IMSR technology utilizes Standard Assay Low-Enriched Uranium (SALEU) fuel enriched to less than 5% uranium-235, avoiding the supply chain challenges associated with HALEU fuel. The IMSR plants, designed with a capacity of 822 MWth / 390 MWe, will provide zero-carbon power and high-temperature industrial heat for various applications including data centers and industrial processes.
The program, established under Executive Order 14301, aims to address domestic nuclear fuel resource shortages and strengthen U.S. industrial capabilities through Western suppliers and partners.
Terrestrial Energy è stata selezionata per il Fuel Line Pilot Program del Dipartimento dell'Energia degli Stati Uniti (DOE), segnando una tappa significativa nella commercializzazione della sua tecnologia del Reattore a Sale Fusa Integrato (IMSR). Questa selezione va ad aggiungersi all'inclusione recente dell'azienda nel Advanced Reactor Pilot Program del DOE, annunciato nell'agosto 2025.
La tecnologia IMSR utilizza il combustibile Standard Assay Low-Enriched Uranium (SALEU), arricchito con meno del 5% di uranio-235, evitando le sfide della catena di approvvigionamento associate al combustibile HALEU. Le centrali IMSR, progettate per una capacità di 822 MWth / 390 MWe, forniranno energia a zero emissioni di carbonio e calore industriale ad alta temperatura per diverse applicazioni, tra cui data center e processi industriali.
Il programma, istituito ai sensi dell'Executive Order 14301, mira a fronteggiare la carenza domestica di risorse di combustibile nucleare e a rafforzare le capacità industriali statunitensi tramite fornitori e partner occidentali.
Terrestrial Energy ha sido seleccionada para el programa Fuel Line Pilot Program del Departamento de Energía de EE. UU. (DOE), marcando un hito significativo en la comercialización de su tecnología IMSR (Reactor de Sales Fundida Integrado). Esta selección complementa la inclusión reciente de la empresa en el DOE's Advanced Reactor Pilot Program anunciada en agosto de 2025.
La tecnología IMSR utiliza combustible Standard Assay Low-Enriched Uranium (SALEU) enriquecido con menos del 5% de uranio-235, evitando los desafíos de la cadena de suministro asociados al combustible HALEU. Las plantas IMSR, diseñadas con una capacidad de 822 MWth / 390 MWe, proporcionarán energía cero emisiones de carbono y calor industrial de alta temperatura para diversas aplicaciones, incluyendo centros de datos y procesos industriales.
El programa, establecido bajo la Orden Ejecutiva 14301, tiene como objetivo abordar la escasez de recursos de combustible nuclear doméstico y fortalecer las capacidades industriales de EE. UU. a través de proveedores y socios occidentales.
Terrestrial Energy가 미국 에너지부(DOE)의 Fuel Line Pilot Program에 선정되어 IMSR(Integrated Molten Salt Reactor) 기술의 상용화에 중요한 이정표를 세웠습니다. 이번 선정은 2025년 8월에 발표된 DOE의 Advanced Reactor Pilot Program에 회사가 최근 포함된 것을 보완합니다.
회사의 IMSR 기술은 Standard Assay Low-Enriched Uranium (SALEU) 연료를 사용하며, 우라늄-235가 5% 미만으로 농축되어 HALEU 연료와 관련된 공급망 문제를 피합니다. IMSR 공장은 822 MWth / 390 MWe 용량으로 설계되어 제로 카본 전력과 고온 산업용 열을 제공하며 데이터 센터 및 산업 공정을 포함한 다양한 응용에 사용될 것입니다.
이 프로그램은 행정명령 14301에 따라 국내 핵연료 자원 부족 문제를 해결하고 미국의 산업 역량을 강화하기 위해 서방 공급업체 및 파트너를 통해 추진됩니다.
Terrestrial Energy a été sélectionnée pour le programme Fuel Line Pilot Program du Department of Energy (DOE) des États-Unis, marquant une étape importante dans la commercialisation de sa technologie IMSR (Integrated Molten Salt Reactor). Cette sélection vient compléter l'inclusion récente de l'entreprise dans le Advanced Reactor Pilot Program du DOE annoncé en août 2025.
La technologie IMSR utilise le combustible Standard Assay Low-Enriched Uranium (SALEU) enrichi à moins de 5 % d'uranium-235, évitant les défis de la chaîne d'approvisionnement liés au carburant HALEU. Les centrales IMSR, conçues avec une capacité de 822 MWth / 390 MWe, fourniront une électricité sans carbone et une chaleur industrielle à haute température pour diverses applications, notamment les centres de données et les procédés industriels.
Le programme, instauré par l'Executive Order 14301, vise à répondre aux pénuries domestiques de ressources en combustible nucléaire et à renforcer les capacités industrielles des États-Unis via des fournisseurs et partenaires occidentaux.
Terrestrial Energy wurde für das Fuel Line Pilot Program des US-Energieministeriums (DOE) ausgewählt, was einen bedeutenden Meilenstein in der Kommerzialisierung der IMSR-Technologie (Integrated Molten Salt Reactor) des Unternehmens markiert. Diese Auswahl ergänzt die jüngste Aufnahme des Unternehmens in das Advanced Reactor Pilot Program des DOE, das im August 2025 angekündigt wurde.
Die IMSR-Technologie des Unternehmens verwendet Brennstoff Standard Assay Low-Enriched Uranium (SALEU), der auf weniger als 5 % Uran-235 angereichert ist, wodurch Lieferkettenprobleme im Zusammenhang mit HALEU vermieden werden. Die IMSR-Anlagen, konzipiert mit einer Kapazität von 822 MWth / 390 MWe, werden CO2-freien Strom und Hochtemperatur-Industriehitze für verschiedene Anwendungen liefern, einschließlich Rechenzentren und industrieller Prozesse.
Das Programm, eingerichtet unter Executive Order 14301, zielt darauf ab, heimische Knappheiten bei Kernbrennstoffen anzugehen und die industriellen Fähigkeiten der USA durch westliche Lieferanten und Partner zu stärken.
تم اختيار شركة Terrestrial Energy لبرنامج Fuel Line Pilot Program التابع لوزارة الطاقة الأمريكية (DOE)، مما يمثل خطوة مهمة في تسويق تقنيتها للمفاعل ذي الملح المصهور المتكامل IMSR. هذا الاختيار يكمل إدراج الشركة مؤخرًا ضمن برنامج DOE للمُجَرِّبات المتقدمة Advanced Reactor Pilot Program الذي أُعلن عنه في أغسطس 2025.
تستخدم تقنية IMSR وقود Standard Assay Low-Enriched Uranium (SALEU) المخصّب إلى أقل من 5% من اليورانيوم-235، متجنّبةً تحديات سلسلة الإمداد المرتبطة بوقود HALEU. المصانع IMSR المصممة بسعة 822 MWth / 390 MWe ستوفر طاقة خالية من الكربون وحرارة صناعية عالية الحرارة لتطبيقات متعددة بما في ذلك مراكز البيانات والعمليات الصناعية.
البرنامج، الذي أُنشئ بموجب الأمر التنفيذي 14301، يهدف إلى معالجة نقص الموارد المحلية لوقود الطاقة النووية وتعزيز القدرات الصناعية الأمريكية من خلال مورّدين وشركاء غربيين.
Terrestrial Energy 已被美国能源部（DOE）选定进入 Fuel Line Pilot Program，标志着该公司综合融盐堆(IMSR)技术商业化的重大里程碑。此次入选也补充了公司在 2025 年 8 月宣布的 DOE Advanced Reactor Pilot Program 最新进展。
IMSR 技术使用 Standard Assay Low-Enriched Uranium (SALEU) 燃料，铀-235 含量低于 5%，避免了与 HALEU 燃料相关的供应链挑战。IMSR 工厂的设计容量为 822 MWth / 390 MWe，将提供零碳电力及高温工业热，适用于数据中心等多种应用场景。
该计划在行政命令 14301 下设立，旨在解决国内核燃料资源短缺问题，并通过西方供应商与伙伴加强美国的工业能力。
- Selection for both DOE's Fuel Line and Advanced Reactor Pilot Programs validates technology viability
- Use of SALEU fuel (<5% enrichment) avoids HALEU supply chain challenges
- Partnership with Westinghouse Electric Company strengthens fuel supply capabilities
- IMSR plants offer competitive zero-carbon power and industrial heat solutions
- Established domestic U.S. production and regulatory acceptance of fuel type
- Current shortage of domestic nuclear fuel resources in the U.S.
- Complex regulatory and implementation pathway ahead for new nuclear technology
Insights
Terrestrial Energy's dual DOE program selections validate its IMSR technology and supply chain strategy, significantly advancing its commercialization timeline.
Terrestrial Energy's selection for the DOE's Fuel Line Pilot Program represents a significant strategic advantage in the advanced nuclear sector. This second DOE program selection—following their Advanced Reactor Pilot Program designation in August—creates a comprehensive commercialization framework addressing both reactor technology and fuel supply chain development.
The company's strategic decision to utilize Standard Assay Low-Enriched Uranium (SALEU) fuel (enriched to less than 5% uranium-235) rather than High-Assay Low-Enriched Uranium (HALEU) is particularly noteworthy. This approach sidesteps the considerable supply challenges facing competitors who depend on HALEU, which has been hampered by geopolitical tensions and production limitations. SALEU benefits from established regulatory acceptance and domestic production capability, potentially enabling Terrestrial Energy to accelerate deployment timelines while competitors face fuel supply bottlenecks.
The partnership with Westinghouse Electric Company leverages established deconversion and fuel manufacturing infrastructure, creating a practical pathway for IMSR fuel production. The IMSR plant's technical specifications—822 MWth / 390 MWe capacity with high-temperature capabilities—position it well for diverse applications beyond traditional electricity generation, including data centers and industrial heat applications where demand is growing rapidly.
This dual program selection provides Terrestrial Energy with both technical validation and practical implementation support from the federal government, potentially reducing commercialization risks while strengthening the company's position in the increasingly competitive advanced nuclear market.
Fuel Line Pilot Program selection builds on Terrestrial Energy's Advanced Reactor Pilot Program participation, underscoring DOE’s confidence in the Company’s IMSR technology and its fuel cycle strategy for commercialization
Fuel Line Pilot Program selection strengthens domestic nuclear fuel supply chain capabilities while supporting accelerated pathway to commercial deployment
CHARLOTTE, N.C., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Terrestrial Energy Inc., a developer of small modular nuclear power plants using Generation IV reactor technology, today announced its selection for the U.S. Department of Energy (DOE) Office of Nuclear Energy's Fuel Line Pilot Program. This selection represents a significant validation of Terrestrial Energy's comprehensive Western supply chain strategy and marks another critical milestone in the company's accelerated Integral Molten Salt Reactor (IMSR) commercialization pathway, further underscoring the Company’s leadership in advanced fuel cycle innovation, strengthening its ability to deliver near-term deployment, and reinforcing its role as a cornerstone in U.S. energy security and industrial competitiveness.
The Fuel Line Pilot Program, established in May under President Trump’s Executive Order 14301, addresses the nation’s shortage of domestic nuclear fuel resources. Through this program, Terrestrial Energy will establish an IMSR fuel line within a DOE-authorized facility, linking early research and demonstration of IMSR fuel salt production directly to commercial licensing and the deployment of its IMSR plant. Through this fuel line project, Terrestrial Energy will strengthen U.S. industrial capability by engaging Western suppliers and partners to advance the molten salt reactor fuel cycle within a secure domestic nuclear fuel supply chain anchored in the United States.
Terrestrial Energy's selection for the Fuel Line Pilot Program directly complements the company's recent selection for DOE's Advanced Reactor Pilot Program announced in August 2025, creating a comprehensive framework that spans both reactor development and fuel supply chain capabilities. Together, these selections position Terrestrial Energy's IMSR technology at the forefront of America's nuclear renaissance while validating the company's integrated approach to commercialization.
Terrestrial Energy’s Western supply chain assurance is anchored by its use of Standard Assay Low-Enriched Uranium (SALEU) fuel, enriched to less than
“President Trump has made clear that a strong nuclear sector is a central component of America’s energy security and prosperity,” said Deputy Secretary of Energy James P. Danly. “Restoring a secure domestic fuel supply will ensure that advanced reactors can move quickly from design to deployment and into operation. The ability to produce these fuels is essential to ensuring American leadership in nuclear energy and to meeting the nation’s growing demand for reliable power.”
"Our selection for both the Advanced Reactor Pilot Program and now the Fuel Line Pilot Program underscores DOE’s confidence in Terrestrial Energy’s IMSR technology and our comprehensive supply chain strategy," said Simon Irish, CEO of Terrestrial Energy. "This dual recognition validates our focus on delivering not just innovative reactor technology, but the fuel cycle and supply chain ecosystem essential for successful commercialization. Together, these capabilities position Terrestrial Energy to meet the rapidly growing demand for reliable, carbon-free power across multiple industrial sectors."
Key suppliers such as Westinghouse Electric Company will support this project through fuel supply and logistics, building on Terrestrial Energy’s existing partnership with Westinghouse, launched in 2023, to plan and design an IMSR fuel pilot plant. This collaboration leverages Westinghouse’s established deconversion and fuel manufacturing infrastructure to advance Terrestrial Energy’s IMSR deployment strategy.
Terrestrial Energy’s IMSR plants are designed to deliver zero-carbon, reliable, and dispatchable power as well as high-temperature industrial heat at competitive cost. Their components and materials are drawn from U.S. supply chains anchored in the United States, supporting domestic manufacturing across multiple states. With nameplate capacity of 822 MWth / 390 MWe and a modular design, IMSR plants can provide distributed supply for data centers, industrial applications, and grid support, extending nuclear energy’s reach well beyond traditional electricity markets. Terrestrial Energy’s integrated IMSR development and commercialization strategy positions the company at the forefront of advancing the President’s objectives to rebuild U.S. nuclear fuel and reactor capability.
About Terrestrial Energy
Terrestrial Energy is a developer of Generation IV nuclear plants that use its proprietary Integral Molten Salt Reactor (IMSR). The IMSR captures the full transformative operating benefits of molten salt reactor technology in a plant design that represents true innovation in cost reduction, versatility and functionality of nuclear energy supply. IMSR plants are designed to be small and modular for distributed supply of zero-carbon, reliable, dispatchable, low-cost, high-temperature industrial heat and electricity, and for a dual-use energy role relevant to many industrial applications, such as chemical synthesis and data center operation. In so doing, they extend the application of nuclear energy far beyond electric power markets. Their deployment will support the rapid global decarbonization of the primary energy system across a broad spectrum and increase its sustainability. Terrestrial Energy uses an innovative plant design together with proven and demonstrated molten salt reactor technology and standard nuclear fuel for a nuclear plant with a unique set of operating characteristics and compelling commercial potential. Terrestrial Energy is engaged with regulators, suppliers and industrial partners to build, license and commission the first IMSR plants in the early 2030s.
On March 26, 2025, Terrestrial Energy and HCM II Acquisition Corp. (Nasdaq: HOND) announced that they have entered into a definitive Business Combination Agreement for a business combination (the “Business Combination”) that would result in the combined Company (Terrestrial Energy) to be listed on the Nasdaq Stock Market under the ticker symbol “IMSR”.
Important Information for Shareholders
This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities or constitute a solicitation of any vote or approval.
In connection with the business combination, HCM II and Terrestrial Energy will file with the SEC registration statement on Form S-4 (the “Registration Statement”), which will include a preliminary prospectus of HCM II relating to the offer of securities to be issued in connection with the business combination, and a preliminary proxy statement of HCM II to be distributed to holders of HCM II’s capital shares in connection with HCM II’s solicitation of proxies for vote by HCM II’s shareholders with respect to the Business Combination and other matters described in the Registration Statement HCM II and Terrestrial Energy also plan to file other documents with the SEC regarding the business combination. After the Registration Statement has been declared effective by the SEC, a definitive proxy statement/prospectus will be mailed to the shareholders of HCM II and Terrestrial Energy. INVESTORS OF HCM II AND TERRESTRIAL ENERGY ARE URGED TO READ THE REGISTRATION STATEMENT, THE PROXY STATEMENT/PROSPECTUS CONTAINED THEREIN (INCLUDING ALL AMENDMENTS AND SUPPLEMENTS THERETO) AND ALL OTHER DOCUMENTS RELATING TO THE BUSINESS COMBINATION THAT WILL BE FILED WITH THE SEC CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE BUSINESS COMBINATION.
Investors will be able to obtain free copies of the proxy statement/prospectus and other documents containing important information about HCM II and Terrestrial Energy once such documents are filed with the SEC, through the website maintained by the SEC at http://www.sec.gov. In addition, the documents filed by HCM II may be obtained free of charge from HCM II’s website at https://hcmacquisition.com/ or by written request to HCM II at 100 First Stamford Place, Suite 330 Stamford, CT 06902.
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Terrestrial Energy Investor Center:
https://www.terrestrialenergy.com/investors
Terrestrial Energy Media & Investor Contact:
TerrestrialEnergy@icrinc.com
HCM II Investor Contact:
HCM II Acquisition Corp.
Steven Bischoff
sbischoff@hondiuscapital.com
(203) 930-2200
FAQ
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