Orano
Orano is France's nuclear fuel cycle company handling mining, conversion, enrichment, and recycling.
Produces 10% of global conversion (Georges Besse II plant) and operates Cigar Lake mine stake. Supplies EDF and exports to US, Asia. Expanding recycling at La Hague.
Why it matters now
Orano's capacity expansions in 2025-2026 support Western de-Russification of fuel supply, critical for AP1000 restarts and SMR deployment.
Related reactors
AP1000