Core Points - X-energy has signed a Definitive Supply Agreement with Toyo Tanso for fine-grain graphite components valued at approximately $40 million for the Xe-100 small modular reactor deployment [1][3] - The agreement is a significant milestone for the Long Mott Generating Station project in Texas, in partnership with Dow, Inc., and supported by the U.S. Department of Energy [1][5] - Toyo Tanso will manufacture graphite core structural components using IG-110 fine-grain isotropic graphite for the four Xe-100 reactors [2][4] - X-energy is also in discussions with Toyo Tanso regarding graphite components for the Cascade Advanced Energy Facility in Washington state [2][3] - The agreement supports X-energy's broader efforts to develop a robust SMR supply chain in the U.S. and allied countries [3][4] - X-energy has customer engagements with Amazon and Centrica, potentially totaling over 11 GW across the U.S. and U.K., equivalent to approximately 144 Xe-100 SMRs [3][5] - The company is constructing a fuel fabrication facility in Oak Ridge, Tennessee, to ensure a stable domestic fuel supply for its reactors [5][6] Company Overview - X-energy is a leading developer of advanced small modular nuclear reactors and fuel technology aimed at clean energy generation [7] - The company's SMR design is characterized by enhanced safety, lower costs, and faster construction timelines compared to conventional nuclear reactors [7]
X-energy, Toyo Tanso Announce Graphite Supply Agreement for Initial Xe-100 Deployment