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X-energy signs $40mn agreement with Toyo Tanso for initial Xe-100 reactors

US supplier X-energy has formalised a graphite supply contract with Japan's Toyo Tanso for the construction of its first four small modular reactors, in partnership with Dow and backed by the US Department of Energy.

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Advanced nuclear technology developer X-energy has announced a definitive supply agreement with Toyo Tanso USA, a subsidiary of Japan-based Toyo Tanso Co., Ltd. The agreement, valued at approximately $40mn (€37.5mn), covers the provision of fine-grain graphite components for the initial deployment of Xe-100 reactors at a Dow project site in Texas.

A strategic contract to secure the supply chain

Toyo Tanso will manufacture core structural parts using its IG-110 isotropic graphite, known for its high thermal resistance and machinability. These components are critical for high-temperature reactors such as the Xe-100, where graphite serves both as a neutron moderator and a structural material. The selected deployment site for this initial phase is Dow’s UCC Seadrift Operations on the Texas Gulf Coast.

This partnership is part of the US Department of Energy’s Advanced Reactor Demonstration Program (ARDP), which supports the development of next-generation nuclear technologies. The agreement with Toyo Tanso marks a key milestone for X-energy as it moves forward with the installation of four Xe-100 units at the Dow site.

Expanded ambitions with Amazon, Centrica and Energy Northwest

X-energy and Toyo Tanso are also in talks to supply graphite components for a second project located in Washington state, led by Energy Northwest: the Cascade Advanced Energy Facility. This installation will be the first in a series of projects under a broader partnership with Amazon, targeting more than 5 GW of new nuclear capacity by 2039.

In addition to its collaboration with Dow, X-energy recently signed a 6 GW Joint Development Agreement with Centrica to roll out its technology in the United Kingdom. The US company now has over 11 GW of planned capacity across the US and the UK, equivalent to approximately 144 Xe-100 units.

Industrial capacity strengthened to meet demand

To support this expansion, X-energy is currently constructing a fuel fabrication facility in Oak Ridge, Tennessee. This site is expected to ensure a stable domestic fuel supply for Xe-100 reactors, reinforcing the strategic autonomy of the advanced nuclear programme.

These agreements reflect the aim to establish a robust nuclear supply chain between the United States and its allied partners, and to position small modular reactors as a grid-scale solution for industrial clients and large-scale technology companies.

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