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Standard Nuclear (STDN) to fuel Antares defense microreactors

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Standard Nuclear, Inc. (STDN) reported that it has executed a binding, multi-year fuel supply agreement with Antares Nuclear, Inc., a developer of microreactors for defense and space applications. Under this Fuel Supply Agreement, Standard Nuclear will deliver a minimum of one MTU and up to eight MTUs of TRISO fuel through 2035.

Antares plans to use Standard Nuclear’s TRISO fuel to power microreactors intended to support critical mission capabilities for the Department of War and commercial customers. Standard Nuclear describes itself as the only U.S. company with industrial-scale TRISO fuel fabrication facilities and is scaling production across multiple, licensed facilities to support advanced nuclear reactors.

The company characterizes the agreement as strengthening its partnership with Antares and helping secure domestic TRISO fuel supply, supporting the broader supply chain for advanced nuclear reactors and national security–related applications.

Positive

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Negative

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Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
TRISO fuel delivery range Minimum one MTU, up to eight MTUs TRISO fuel to be delivered by Standard Nuclear to Antares through 2035
Fuel delivery term Through 2035 End of the multi-year TRISO fuel supply period under the Fuel Supply Agreement
Antares funding Over $600 million Total funding backing Antares as it develops compact microreactors
Antares founding year 2023 Year Antares was founded as a nuclear fission energy company
Initial criticality year 2026 Year Antares achieved initial criticality of its Mark-0 microreactor
Target first electricity production 2027 Antares’ stated target to produce electricity from an advanced reactor
Initial deployment to U.S. military installations 2028 Antares’ planned timing for first production deployments of microreactors
TRISO fuel technical
"a reactor-agnostic producer of TRISO nuclear fuel and the only U.S."
Triso fuel is a type of nuclear fuel made of tiny ceramic kernels (often uranium) each wrapped in multiple protective coatings, creating hard, heat-resistant pellets like peas inside several shells. It matters to investors because that layered design improves safety, allows higher operating temperatures, and can reduce cooling needs and meltdown risk, which affects plant design, regulatory approval, operating costs and the commercial prospects of advanced reactors.
microreactors technical
"developing microreactors for defense and space applications"
A microreactor is a very small, factory-built nuclear power unit that produces a few megawatts of electricity or heat, roughly like a compact, modular power plant you could place at a single site. Investors watch them because they promise lower upfront construction risk, faster deployment, and flexible siting compared with large plants, which can change project costs, regulatory hurdles, revenue predictability, and long‑term energy market exposure.
MTU technical
"will deliver a minimum of one MTU, up to eight MTUs of TRISO fuel"
initial criticality technical
"achieved initial criticality of its Mark-0 microreactor in 2026"
DOE Reactor Pilot Program regulatory
"Mark-0 microreactor in 2026 under the DOE Reactor Pilot Program"
forward-looking statements regulatory
"This press release includes “forward-looking statements” within the meaning"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

What key agreement did Standard Nuclear (STDN) announce on August 27, 2026?
Standard Nuclear announced a binding, multi-year Fuel Supply Agreement with Antares Nuclear, Inc. to provide TRISO nuclear fuel for Antares’ microreactors used in defense and space applications, formalizing and extending their commercial relationship.

How much TRISO fuel will Standard Nuclear (STDN) supply to Antares under the agreement?
Standard Nuclear will supply Antares a minimum of one MTU and up to eight MTUs of TRISO fuel under the Fuel Supply Agreement, with deliveries scheduled through 2035.

What role will Standard Nuclear’s TRISO fuel play in Antares’ business?
Antares will use Standard Nuclear’s TRISO fuel to power its compact microreactors, which are designed to provide reliable power for fielded systems in defense and space, supporting critical mission capabilities where traditional energy sources are not viable.

How does Standard Nuclear (STDN) describe its TRISO manufacturing position in the U.S.?
Standard Nuclear states it is the only U.S. company with industrial-scale TRISO fuel fabrication facilities and that it is scaling production across multiple, licensed facilities using a replicable manufacturing model aligned with customer demand.

What background information is provided about Antares, Standard Nuclear’s customer?
Antares is described as a nuclear fission energy company developing compact microreactors, founded in 2023 and backed by over $600 million in funding. It achieved initial criticality of its Mark-0 microreactor in 2026 and targets first electricity production in 2027.

What future deployment timeline does Antares disclose for its microreactors?
Antares reports it is on track to produce electricity from an advanced reactor in 2027, with initial production deployments to U.S. military installations beginning in 2028, supporting defense-related power needs.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Understanding 8-K Material Events →
000208671600020867162026-08-272026-08-27

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 27, 2026

STANDARD NUCLEAR, INC.
(Exact name of registrant as specified in its charter)
Delaware1-14340099-3989746
(State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.)
200 Europia Ave
Oak Ridge, TN 37830
Registrant telephone number, including area code: (845) 258-0016
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:
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-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 ClassTrading SymbolName of Each Exchange on Which Registered
Class A Common Stock, par value $0.00001 per shareSTDNThe New York Stock Exchange
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. o



Item 8.01 Other Events.

On August 27, 2026, Standard Nuclear, Inc., a reactor-agnostic producer of TRISO nuclear fuel, and the only U.S. company with industrial-scale TRISO fuel fabrication facilities, announced the execution of a binding fuel supply agreement for supply of TRISO fuel with Antares Nuclear, Inc., a nuclear fission energy company developing microreactors for defense and space applications.

A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.




Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
Exhibit No.Description
99.1
Press Release dated August 27, 2026
104Cover 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.
Standard Nuclear, Inc
Date:August 27, 2026By:/s/ Kevin J. Harrill
Kevin J. Harrill
Chief Financial Officer





Standard Nuclear Announces Fuel Supply Agreement with Antares Nuclear, Inc.
Antares signed a multi-year agreement to purchase TRISO fuel from Standard Nuclear for its microreactor powering fielded systems in defense and space
Oak Ridge, TN — August 27, 2026 — Standard Nuclear (NYSE: STDN) ("Standard Nuclear" or the "Company"), a reactor-agnostic producer of TRISO nuclear fuel and the only U.S. company with industrial-scale TRISO fuel fabrication facilities, today announced the execution of a binding fuel supply agreement ("FSA") for supply of TRISO fuel with Antares Nuclear, Inc. ("Antares"), a nuclear fission energy company developing microreactors for defense and space applications.

As part of the FSA, Standard Nuclear will deliver a minimum of one MTU, up to eight MTUs of TRISO fuel to Antares through 2035. Antares will use Standard Nuclear's TRISO fuel to power its microreactors, which are designed to enable critical mission capabilities for both the Department of War and commercial customers.

“Antares is building reactors for some of the most demanding environments on earth and in space, and Standard Nuclear is proud to support Antares for their strategic energy applications,” said Kurt Terrani, President and Chief Executive Officer of Standard Nuclear. “We are working to scale our TRISO production capacity across identical facilities and continue to adhere to our customers’ needs. Now, as our customers move from demonstration toward commercial deployment, we are building the supply chain that advanced reactors need to meet their commercial needs and our nation’s energy and national security.”

The FSA fortifies the parties’ growing partnership and secures the domestic supply of TRISO fuel for years to come, which also advances the domestic supply chain for advanced nuclear reactors. As the only U.S. company with industrial-scale TRISO fuel fabrication facilities, Standard Nuclear is scaling production across multiple, licensed facilities, a replicable manufacturing model built to scale with customer demand.

"We are focused on delivering dependable, high-performance power to meet our customers' most demanding energy needs,” said Jordan Bramble, CEO and Co-founder of Antares. “Standard Nuclear is an ideal partner, bringing the industrial scale and critical fuel supply security necessary to support our long-term growth.”

About Standard Nuclear

Standard Nuclear’s mission is to reliably deliver the essential building blocks of nuclear power at scale, enabling cost-effective, safe, and secure energy. Headquartered in Oak Ridge, Tennessee, the company is focused on the large-scale production of advanced nuclear fuel and power systems. As the only U.S. company with industrial-scale TRISO fuel fabrication facilities today, Standard Nuclear produces a robust, high-performance fuel essential to advanced nuclear reactors for terrestrial, national security, and space applications. The Company’s internationally recognized technical team, together with its operation and ownership of facilities licensed for large-scale TRISO fuel manufacturing, positions Standard Nuclear to deliver advanced nuclear fuel to a rapidly growing industry and to strengthen the domestic supply chain underpinning U.S. national security. For more information, visit https://www.standardnuclear.com.



About Antares

Antares is a nuclear fission energy company developing compact microreactors for defense and space applications, delivering safe, reliable power where traditional energy sources cannot. Founded in 2023 and backed by over $600 million in funding, Antares achieved initial criticality of its Mark-0 microreactor in 2026 under the DOE Reactor Pilot Program, and is on track to produce electricity from an advanced reactor in 2027, with initial production deployments to U.S. military installations beginning in 2028. Antares operates facilities in Torrance, California; Idaho Falls, Idaho; and Aiken, South Carolina.

Forward-Looking Statements

This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995, which in this context means statements that express Standard Nuclear’s opinions, expectations, objectives, beliefs, plans, intentions, strategies, assumptions, forecasts or projections regarding future events or future results and therefore are, or may be deemed to be, “forward-looking statements.” The words “may,” “will,” “could,” “should,” “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “continue,” “might,” “possible,” “potential,” “predict,” “project,” “goal,” “would,” “commit,” or, in each case, their negative or other variations or comparable terminology, and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. These forward-looking statements include all matters that are not historical facts. They appear in a number of places throughout this press release and include statements regarding our intentions, beliefs or current expectations concerning, among other things, results of operations, financial condition, liquidity, prospects, growth, strategies and the markets in which Standard Nuclear operates. Such forward-looking statements are based on information available as of the date of this press release, and current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties.

As a result of a number of known and unknown risks and uncertainties, the actual results or performance of Standard Nuclear may be materially different from those expressed or implied by these forward-looking statements. The following important risk factors could affect Standard Nuclear’s future results and cause those results or other outcomes to differ materially from those expressed or implied in the forward-looking statements: risks related to financial difficulties experienced by our customers and suppliers; risks related to the fact that we are an early stage company with limited operating history; risks relating to our inability to achieve or sustain profitability; risks relating to our dependence on public support for nuclear power and continued demand for it; risks relating to the reduction in demand from data centers and artificial intelligence applications; risks related to our reliance on the commercialization timelines of advanced reactor developers; risk related to negative publicity or adverse media coverage that could damage our reputation and harm our business; risks related to the lack of a market for alternative low-carbon energy generation technologies which may grow slower than expected; risks related to our ability to manage our growth effectively to execute our business plan; risks related to the uncertainty to our forecasts of our costs estimates which are based on assumption which may not materialize; risks related to our capacity and other estimates not reflecting our actual performance; risks relating to the actual costs and timelines around the production of advanced fuels and radioisotope power systems using non-uranium feedstocks may materially exceed estimates; risks relating to the occurrence of a cybersecurity incident or disruptions to or involving our information technology systems; risks relating to any change to government policy, laws, or requirements from one administration to another; risks relating to changes in federal, state, and local government policies and


priorities; risks related to evolving regulations that may impose additional compliance costs or require design modifications; and the other factors set forth in our documents we have filed with the U.S. Securities and Exchange Commission (the “SEC”).

The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties of the other documents filed by Standard Nuclear from time to time with the SEC. The forward-looking statements contained in this press release are based on current expectations and beliefs concerning future developments and their potential effects on Standard Nuclear. There can be no assurance that future developments affecting Standard Nuclear will be those that Standard Nuclear has anticipated. Standard Nuclear undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances after the date of this press release, except as may be required by law. Readers are urged to carefully review and consider the various disclosures made in this news release and in our filings with the SEC, including Risk Factors our most recent Registration Statement on Form S-1, in our subsequent Quarterly Reports on Form 10-Q, and in our other filings with the SEC that attempt to advise interested parties of the risks and factors that may affect our business.

Contacts

Investors:
investors@standardnuclear.com

Media:
StandardNuclear@icrinc.com




Source: View Original Filing on SEC EDGAR

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