Nuclear / SMRNYSE: LEU

Centrus Energy

38Laggard

Bethesda, United StatesFounded 19920 followers

www.centrusenergy.com/

Centrus Energy is the only US producer of HALEU enriched uranium, operating the first new US-owned enrichment plant since 1954 at Piketon, Ohio, supplying fuel for advanced reactor programmes.

Green Score

38/100
Laggard
Greenwashing risk
medium
Data confidence
medium
Method
how it is calculated
Climate Impact & Solution35%62

Does the core business genuinely avoid or reduce emissions, or build climate resilience? Share of revenue that is actually 'green'. Fossil-dependent models score low.

Centrus is the sole US producer of HALEU, unlocking a critical fuel supply bottleneck for next-generation advanced reactors that generate carbon-free electricity — a genuine enabler role — but Centrus itself enriches uranium rather than generating zero-carbon power, so its direct emissions avoidance is indirect and contingent on downstream reactor deployment.

Decarbonization & Targets20%8

Credible, science-based targets (SBTi), a real net-zero plan with progress to date, and CDP disclosure — not just a dated press release.

No SBTi-validated targets, no CDP submission, and no net-zero pledge were found in any public filing or on the company website; SEC filings reference carbon-free nuclear power as a mission framing but contain zero quantified GHG reduction commitments or timelines for Centrus's own operations.

ESG & Operations15%30

Operational footprint, labour and social practices, and governance quality across the company's own operations and supply chain.

Centrus publishes no standalone ESG or sustainability report; its 10-K highlights workforce investment and community presence at Piketon but discloses no Scope 1/2/3 emissions data, no diversity metrics, and governance was recently tightened via bylaw amendments that centralize dispute resolution and shareholder nomination control.

Transparency & Verification15%18

Quality of disclosure, independent third-party verification, and how much hard data backs the company's claims.

Centrus files detailed SEC financial disclosures (10-K, 10-Q, 8-K) and its NRC licensing history is publicly documented, but there is no third-party verified ESG reporting, no GHG inventory, no CDP disclosure, and no independent sustainability audit — climate-related claims rest entirely on self-description in investor materials.

Integrity15%52

Controversies, litigation, pollution, fossil-fuel lobbying, conflict-zone involvement and governance scandals. Higher means cleaner.

Centrus (as successor to USEC) is a named defendant in multiple class-action suits alleging off-site contamination from the Portsmouth GDP site, has faced a stockholder breach-of-fiduciary-duty claim over a 'poison pill' rights plan, and settled a $24M breach-of-contract dispute with DOE in 2018 — none of these are catastrophic but they represent a meaningful and recurring pattern of legal exposure.

Why it's on ClimateTicker

Centrus Energy is a genuine nuclear fuel supply-chain enabler: its HALEU enrichment operation at Piketon, Ohio is a critical upstream input for advanced reactors that produce carbon-free electricity, making it a real, if indirect, climate-mitigation asset. However, Centrus itself is an industrial fuel processor with a legacy contamination liability (Portsmouth GDP site), no published SBTi-validated targets, no CDP disclosure, and essentially zero public ESG reporting — so the climate thesis rests almost entirely on the downstream impact of nuclear energy rather than on the company's own operational or governance credentials.

enablerCentrus sells separative work units (SWU) and uranium to existing nuclear utilities, and earns government contract revenue through its Technical Solutions segment for HALEU demonstration and enrichment capacity expansion work funded by the U.S. DOE.

Controversy & Greenwashing Watch

mediumStockholder 'Poison Pill' Breach-of-Fiduciary-Duty Claim

A stockholder sued Centrus's board alleging the 4.99% ownership-trigger rights plan was not narrowly tailored to protect NOL carryforwards as required under Delaware law.blbglaw.com

mediumPersonal Injury Litigation — Rose v. Centrus Energy

A personal injury complaint was filed against Centrus in 2023 in federal court in Ohio, related to prior cases connected to the Portsmouth centrifuge plant site.courtlistener.com

highPortsmouth GDP Off-Site Contamination Class Actions

Centrus and co-defendants were named in multiple class-action suits (2019–2023) by residents within a seven-mile radius of the Portsmouth GDP site alleging off-site contamination from historical enrichment operations.sec.gov

lowDOE Contract Breach Settlement ($24M)

Centrus settled a long-running breach-of-contract dispute with the U.S. Department of Energy in January 2018 for $24 million covering work performed between 2003 and 2011.sec.gov

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