DOE allows Centrus Energy (NYSE: LEU) to import Russian LEU 2026-27

Rhea-AI Filing Summary

Centrus Energy Corp. reports that the U.S. Department of Energy has granted a waiver under the Prohibiting Russian Imports Act, allowing the company to import low enriched uranium from Russia for all currently committed deliveries to U.S. customers in 2026 and 2027.

This follows an earlier waiver that only covered 2024 and 2025 deliveries. The new decision reduces regulatory uncertainty around nuclear fuel supplies for those later years and supports Centrus Energy’s ability to fulfill its existing U.S. customer contracts that rely on Russian-origin low enriched uranium.

Insights

Regulatory and nuclear fuels analyst

DOE waiver secures Russian LEU imports for Centrus’ 2026–2027 U.S. deliveries.

Centrus Energy Corp. received a U.S. Department of Energy waiver under the Prohibiting Russian Imports Act covering all currently committed low enriched uranium deliveries to U.S. customers in 2026 and 2027. This extends an earlier waiver that had only approved imports for 2024 and 2025, and directly addresses prior deferral of a decision for the later years.

The waiver helps align regulatory approval with Centrus’ existing contractual obligations for LEU sourced from Russia. That can be important in a market where nuclear utilities depend on reliable fuel deliveries and alternative enrichment sources may involve different costs, logistics, or timelines.

The impact on financial results is not quantified here, but the decision reduces uncertainty around execution of 2026–2027 U.S. customer contracts tied to Russian LEU. Future company filings may clarify how this affects sales volumes, supply diversification plans, or any changes in contracting strategy with both Russian and non-Russian suppliers.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

_________________

Date of Report (Date of earliest event reported): August 4, 2025

Centrus Energy Corp.

(Exact name of registrant as specified in its charter)

Delaware			1-14287			52-2107911
(State or other jurisdiction of incorporation)			(Commission File Number)			(I.R.S. Employer Identification No.)

6901 Rockledge Drive, Suite 800

Bethesda, MD 20817

(Address of Principal Executive Offices)

Registrant's telephone number, including area code: (301) 564-3200

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class			Trading Symbol			Name of Each Exchange on Which Registered
Class A Common Stock, par value $0.10 per share			LEU			NYSE American

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 8.01 Other Events

As previously disclosed, on May 27, 2024, Centrus Energy Corp. (the “Company”) filed an application for a waiver pursuant to the Prohibiting Russian Imports Act (the “Act”) with respect to the importation of low enriched uranium (“LEU”) from Russia for deliveries already committed by the Company to its U.S. customers in 2024 through 2027. On July 18, 2024, the DOE responded by issuing the Company a waiver allowing it to import LEU for those deliveries in years 2024 and 2025. For the years 2026 and 2027, the DOE deferred its decision to an unspecified date closer in time to the deliveries.

On August 4, 2025, the DOE issued the Company a waiver allowing it to import LEU for all currently committed deliveries to U.S. customers in years 2026 and 2027.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits.

Exhibit No.			Description
104			Cover Page Interactive Data File (embedded within the Inline XBRL Document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Centrus Energy Corp.

Date:

August 19, 2025

By:

/s/ Todd M. Tinelli

Todd M. Tinelli

Senior Vice President, Chief Financial Officer,

and Treasurer

FAQ

What did Centrus Energy Corp. (LEU) disclose in this 8-K?

Centrus Energy Corp. disclosed that the U.S. Department of Energy issued a waiver under the Prohibiting Russian Imports Act, allowing the company to import low enriched uranium from Russia for all currently committed deliveries to U.S. customers in 2026 and 2027.

How does this new DOE waiver relate to Centrus Energy (LEU) deliveries in 2024 and 2025?

In July 2024, the DOE granted Centrus Energy a waiver allowing imports of Russian low enriched uranium for committed U.S. customer deliveries in 2024 and 2025. The August 4, 2025 waiver now extends coverage to all currently committed deliveries in 2026 and 2027.

What is the Prohibiting Russian Imports Act mentioned by Centrus Energy (LEU)?

The Prohibiting Russian Imports Act is the law under which Centrus Energy applied for a waiver to continue importing low enriched uranium from Russia. The DOE waivers referenced in the filing permit those imports specifically for Centrus’ already committed U.S. customer deliveries in 2024 through 2027.

Does the DOE waiver affect Centrus Energy’s existing U.S. customer contracts?

The waiver allows imports of Russian low enriched uranium needed for all currently committed deliveries to U.S. customers in 2026 and 2027. This supports Centrus Energy’s ability to perform under those existing contracts that rely on Russian-origin LEU.

Are any financial results or earnings figures disclosed in this Centrus Energy (LEU) 8-K?

No financial statements, earnings figures, or detailed financial metrics are presented. The filing focuses on the DOE waiver allowing imports of Russian low enriched uranium for committed U.S. deliveries in 2026 and 2027.

Which product is covered by the DOE waiver for Centrus Energy (LEU)?

The waiver covers the importation of low enriched uranium, or LEU, from Russia for Centrus Energy’s currently committed deliveries to U.S. customers in 2026 and 2027.