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2 clusters · 3 sources · 9 days · First seen 20 days ago · Last updated 11 days ago

X-energy and SGL Carbon graphite supply partnership

Overview

X-energy and SGL Carbon have entered into a binding agreement to double the production capacity of medium-grain isotropic graphite (NBG-18), a material required for X-energy’s Xe-100 high-temperature gas-cooled reactors.

To support this expansion, X-energy will provide up to $8 million in milestone-based payments to upgrade SGL Carbon’s facility in Chedde, France. This upgrade is intended to enable the plant to produce enough graphite billets for up to eight Xe-100 reactors annually. The partnership also includes increasing U.S. machining capacity to improve supply-chain continuity, with the goal of doubling European NBG-18 manufacturing capacity by 2030.

The collaboration builds upon a ten-year framework agreement signed in January 2026, which includes an initial three-year award valued at over $100 million. The graphite produced is intended to support X-energy’s commercial pipeline, including projects such as the construction of four small reactors for Dow Chemical in Seadrift, Texas.

Entities

Xe‑100 reactor · Seadrift, Texas · X-energy Inc. · Chedde · J. Clay Sell

Claims

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

[● 2 SOURCES] SGL Carbon is currently in the process of delivering graphite components.
[● 2 SOURCES] SGL Carbon and X-Energy are investing in the SGL site in Ceyze/Chedde in the French Alps.
[● 2 SOURCES] X-Energy is providing up to 8 million dollars to support new plant construction and infrastructure modernization.
[● 2 SOURCES] SGL Carbon intends to produce over 100 million dollars worth of graphite for X-Energy's first commercial projects within the first three years.
[● 2 SOURCES] X-Energy plans to build four small modular reactors for Dow Chemical in Seadrift, Texas.
[● 2 SOURCES] The four planned reactors will provide a total of 800 megawatts of thermal energy or 320 megawatts of electrical power.
[● 2 SOURCES] SGL Carbon and X-Energy have a ten-year framework agreement for the supply of graphite.

Timeline

11 days ago

[BUSINESS] 3 sources
SGL Carbon expands partnership with X-Energy for US reactor supply
SGL Carbon is expanding its partnership with X-Energy to supply graphite for small modular reactors in Texas, with a ten-year agreement worth over 100 million dollars in the first three years.
20 days ago

[BUSINESS] 4 sources
X-energy, SGL Carbon double nuclear‑grade graphite capacity for Xe‑100 reactors
X-energy and SGL Carbon will double nuclear‑grade graphite capacity, investing up to $8 M to upgrade the French plant and expand U.S. machining, supporting up to eight Xe‑100 reactors per year and a 11 GW power

Sources

allgaeuer-anzeigeblatt.de · augsburger-allgemeine.de · suedkurier.de