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Standard Nuclear (STDN) to fuel Radiant’s Kaleidos microreactors

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Standard Nuclear, Inc. (STDN) reported that it has executed a new binding fuel supply agreement with Radiant Industries, Inc., a developer of portable nuclear microreactors. The agreement covers supply of multiple metric tons of TRISO nuclear fuel to be delivered through 2031 to support Radiant’s Kaleidos deployments.

Standard Nuclear describes this as a watershed moment for the advanced nuclear industry, indicating commercial-scale demand for TRISO fuel. The deal aligns with its strategy to secure multi-year customer agreements for U.S.-produced TRISO fuel and reinforce a domestic supply chain for advanced nuclear and national security 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.
Agreement announcement date August 20, 2026 Date Standard Nuclear announced the binding TRISO fuel supply agreement with Radiant
Fuel delivery horizon 2031 Year through which multiple metric tons of TRISO fuel will be delivered to Radiant
Kaleidos reactor capacity 1 megawatt Power rating of Radiant’s Kaleidos nuclear microreactor supported by the fuel agreement
TRISO nuclear fuel technical
"a reactor-agnostic producer of TRISO nuclear fuel, and the only U.S."
TRISO nuclear fuel is made of thousands of tiny uranium-containing kernels each wrapped in several hard, protective layers that act like nested shells or a multi-layered candy to trap radioactive fragments and heat. It matters to investors because this design promises stronger safety, higher operating temperatures, and longer fuel life for advanced reactors, which can lower operating and regulatory risk, speed commercial adoption, and influence the value of companies building or licensing the technology.
nuclear microreactor technical
"Radiant Industries, Inc., a pioneer in portable nuclear microreactors."
industrial-scale TRISO fuel fabrication facilities technical
"only U.S. company with industrial-scale TRISO fuel fabrication facilities"
forward-looking statements regulatory
"This press release includes “forward-looking statements” within the meaning of"
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 did Standard Nuclear (STDN) announce in its latest 8-K filing?

Standard Nuclear announced a binding fuel supply agreement with Radiant Industries for multiple metric tons of TRISO fuel through 2031, supporting deployment of Radiant’s Kaleidos microreactors and reinforcing Standard Nuclear’s role in the advanced nuclear fuel supply chain.

Who is Standard Nuclear’s new TRISO fuel customer mentioned in the STDN 8-K?

The new customer is Radiant Industries, Inc., described as a pioneer in portable nuclear microreactors. Radiant’s Kaleidos 1-megawatt microreactor will be fueled under this agreement, with deliveries of multiple metric tons of TRISO fuel scheduled through 2031.

How long does Standard Nuclear’s TRISO fuel agreement with Radiant run?

The agreement provides TRISO fuel deliveries to Radiant through 2031. This multi-year commitment is intended to support Radiant’s microreactor deployments and aligns with Standard Nuclear’s strategy of securing long-term customer agreements for its domestically produced advanced nuclear fuel.

What is Radiant’s Kaleidos reactor mentioned in Standard Nuclear’s (STDN) disclosure?

Radiant’s Kaleidos is a 1-megawatt nuclear microreactor designed for transport and direct deployment at customer sites. Standard Nuclear’s multi-metric-ton TRISO fuel agreement is intended to support the deployment of these Kaleidos units through 2031.

Why does Standard Nuclear highlight its TRISO fuel fabrication capabilities in the 8-K?

Standard Nuclear states it is the only U.S. company with industrial-scale TRISO fuel fabrication facilities. This capability underpins the new multi-year agreement with Radiant and supports its mission to build a domestic advanced nuclear fuel supply for terrestrial, national security, and space applications.

Where is Standard Nuclear (STDN) headquartered and what is its focus?

Standard Nuclear is headquartered in Oak Ridge, Tennessee. It focuses on large-scale production of advanced nuclear fuel and power systems, including industrial-scale TRISO fuel fabrication, to support advanced reactors across terrestrial, national security, and space applications.

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Learn about SEC filing dates
000208671600020867162026-08-202026-08-20

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 20, 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 20, 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 new binding fuel supply agreement with Radiant Industries, Inc.

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 20, 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 20, 2026By:/s/ Kevin J. Harrill
Kevin J. Harrill
Chief Financial Officer





Standard Nuclear Executes Fuel Supply Agreement with Radiant for
TRISO Nuclear Fuel

Standard Nuclear and Radiant have signed a multi-metric-ton agreement for the supply of TRISO fuel, supporting Radiant's microreactor deployments through 2031.

Oak Ridge, TN — August 20, 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 announced today the execution of a new binding fuel supply agreement with Radiant Industries, Inc., a pioneer in portable nuclear microreactors.

Under this partnership, Radiant has secured supply of multiple metric tons of TRISO fuel to be delivered through 2031. The agreement marks a watershed moment for the advanced nuclear industry, signaling commercial scale demand for TRISO fuel across a growing range of reactor applications. Radiant's Kaleidos is a 1-megawatt nuclear microreactor designed for transport and direct deployment at customer sites. This long-term commitment advances Standard Nuclear’s mission to build a domestic supply of advanced nuclear fuel by securing multi-year customer agreements for its U.S.-produced TRISO fuel.

"Radiant is now deploying truly transportable, safe, and highly advanced microreactors to transform the power paradigm for defense, behind the meter, and elsewhere. This agreement reflects our customers’ continued confidence and trust in our ability to deliver the essential TRISO fuel they need to deploy these power systems,” said Kurt Terrani, President and Chief Executive Officer of Standard Nuclear. “By offering our customers short, medium, and long-term supply options, we are providing the flexibility and certainty they need to fuel their reactors and meet the growing demand for advanced nuclear fuel across this market."

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.

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 figures assumptions not reflect our actual future 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



Filing Exhibits & Attachments

5 documents