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[BUSINESS] · France, United States · 4 sources

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Part of situation: X-energy and SGL Carbon graphite supply partnership (2 clusters)

X-energy, SGL Carbon double nuclear‑grade graphite capacity for Xe‑100 reactors

X-energy SGL Carbon nuclear‑grade graphite Xe‑100 reactor capacity expansion

X-energy Inc. and SGL Carbon AG have signed a binding agreement to double the production capacity of medium‑grain isotropic graphite (NBG‑18), a material essential for X-energy’s Xe‑100 high‑temperature gas‑cooled reactors. Under the deal, X-energy will provide up to $8 million in milestone‑based payments to upgrade SGL’s facility in Chedde, France, enabling the plant to produce enough graphite billets for up to eight Xe‑100 reactors per year.

The expansion also includes an increase in U.S. machining capacity for turning billets into graphite blocks, aiming to improve supply‑chain continuity. Full execution is expected to double European NBG‑18 manufacturing capacity by 2030. The partnership builds on a 10‑year Supplier Framework Agreement signed in January 2026, which already featured an initial three‑year award valued at over $100 million and has already seen the first French‑produced billets shipped to U.S. sites for machining. The added capacity supports X‑energy’s commercial pipeline of more than 11 GW of nuclear power projects.

Entities

Chedde, France · J. Clay Sell · SGL Carbon AG · X-energy Inc. · Xe‑100 reactor

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

X-energy, SGL Carbon Announce Capacity Expansion for Nuclear-Grade Graphite [www.globenewswire.com]
20 days ago
SGL Carbon AG (ETR:SGL) | [www.webdisclosure.com]
20 days ago
X-energy to Invest Up to $8M in Graphite for 8 Reactors a Year [www.stocktitan.net]
20 days ago
Nuclear graphite output doubles for up to eight reactors annually [interestingengineering.com]
19 days ago