X-energy Reactor Company, LLC and SGL Carbon, LLC announced a 10-year graphite supply agreement for X-energy's Xe-100 small modular reactor ("SMR"). The agreement includes an initial three-year award valued at over $100 million for X-energy's first commercial deployment, anchored by a long-term framework to support production readiness for future projects. Together, these commitments help to strengthen X-energy's SMR supply chain development at full commercial scale, supporting execution of the Company's 11 GW commercial pipeline.
Under the initial contract, SGL has commenced production of graphite reactor components using their specialized NBG-18 medium-grain isotropic graphite for the first deployment of the Xe-100, a proposed four-unit plant in partnership with Dow in Seadrift, Texas under the U.S. Department of Energy's Advanced Reactor Demonstration Program. As part of the long-term framework, X-energy has reserved additional capacity in SGL's production schedule for the Cascade Advanced Energy Facility. Cascade is a planned 12-unit Xe-100 project in Washington State with Energy Northwest and the first of several X-energy projects with Amazon targeting at least 5 GW of new nuclear by 2039.
X-energy and SGL's long-term commitment is expected to support collaboration on future projects, helping to ensure supply chain continuity for safety-critical material across X-energy's growing commercial orderbook. SGL is a leading developer and manufacturer of advanced carbon materials, operating at 29 sites across Europe, North America, and Asia with extensive experience across sectors including automotive, aerospace, energy, and semiconductors. X- energy and SGL have collaborated since 2015 on the qualification of NBG-18 graphite for use in the Xe-100, leveraging SGL's experience manufacturing graphite for high-temperature gas-cooled reactors ("HTGRs).
This work has helped establish a strong foundation of technical expertise that has now progressed into commercial-scale production. X-energy and S GL's agreement advances X-energy's fleet-scale SMR supply chain development strategy and builds on recent announcements with global industrial leaders including Doosan Enerbility for steel manufacturing and capacity expansion, Korea Hydro & Nuclear Power for fleet-scale deployment collaboration, and additional agreements for IG-110 fine-grain graphite. Together, this growing portfolio of suppliers supports timely execution of X-energy's 11 GW commercial pipeline and reinforces the development of a resilient, U.S. andied industrial ecosystem capable of delivering advanced nuclear energy at full commercial scale.
