Nuclear fuel & components
Fuel assemblies, reactor vessels and heavy components, engineering, and spent-fuel storage.
4 leading companies in nuclear fuel & components, one segment of nuclear & small reactors — SMRs, reactor restarts, new large builds and the uranium/enrichment fuel chain behind them
new market segment · researched 2026-11-14
Small modular reactors (SMRs)Large nuclear reactorsReactor restarts & life extensionsUranium miningUranium enrichment & HALEUNuclear fuel & components
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Leading nuclear fuel & components companies
4 companies, with the scale each source states. Scale is the whole company's unless the row says otherwise.
| Company | Where | What they do | Scale |
|---|---|---|---|
| BWX Technologies BWXT ↗ | Lynchburg, VA, United States since 1867 | Naval and commercial reactor components, heavy nuclear components and nuclear fuel; Canadian operations | revenue: 3.198 USD billions (2025) ↗ |
| Cameco CCO.TO / CCJ ↗ | Saskatoon, Canada since 1988 | Uranium miner (McArthur River/Key Lake, Cigar Lake), conversion and fuel services; 49% owner of Westinghouse | revenue: 3.482 CAD billions (2025) ↗ |
| Westinghouse Electric Company ↗ | Cranberry Township, PA, United States since 1999 | AP1000 large reactor and AP300 SMR designer, fuel and services; partner in the US$80B US government deployment deal | employees: 11,000 employees (">11,000") (2026) ↗ |
| X-energy XE ↗ | Rockville, MD, United States since 2009 | Xe-100 pebble-bed high-temperature gas reactor and TRISO fuel; 4x80 MWe Seadrift, Texas project with Dow | proposed capacity (Seadrift): 320 MWe gross (4x80) (2026) ↗ |
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In Canada
- 2026-10Canada produced 24% of the world's mined uranium in 2024, second to Kazakhstan. Cameco's McArthur River/Key Lake (7,808 tU) and Cigar Lake (6,501 tU) were the world's two largest mines. ↗
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The nuclear & small reactors market
The whole market this segment sits in.
installed capacity (operable reactors, net) · world405,667
↗MWe (443 reactors) · 2026
Growth, segments, risks and every company in nuclear & small reactors →
Quick answers
- What are nuclear fuel & components?
- Fuel assemblies, reactor vessels and heavy components, engineering, and spent-fuel storage. They are one segment of the nuclear & small reactors market.
- Who are the leading nuclear fuel & components companies?
- BWX Technologies (United States), Cameco (Canada), Westinghouse Electric Company (United States), X-energy (United States).
- Which nuclear fuel & components companies are publicly traded?
- BWX Technologies (BWXT), Cameco (CCO.TO / CCJ), X-energy (XE).
- Which Canadian companies are in nuclear fuel & components?
- Cameco, Saskatoon.
- How big is the nuclear & small reactors market?
- For the whole nuclear & small reactors market, not this segment alone: installed capacity (operable reactors, net) (world) 405,667 MWe (443 reactors), 2026 — World Nuclear Association.