ML23341A008

M231212: Slides - K. Wendtland - Discussion of the Administrations Short- and Long-Term Domestic Uranium Fuel Strategy

ML23341A008
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Issue date:	12/07/2023
From:	Wendtland K NRC/OCM
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ML23307A078	List: ML23339A175 ML23340A014 ML23340A015 ML23341A008 ML23341A009 ML23353A189
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M231212
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Nuclear Regulatory Commission Short-and Long-Term Domestic Uranium Fuel Strategy and NRCs Readiness to Support Licensing Oversight Uranium Recovery Program Operations and License Applications in Wyoming NRC Commission December 12, 2023 Kyle Wendtland Wyoming Department of Environmental Quality Land Quality Division Administrator 1

2 Conventional Mill/Tailings

1) Anadarko Bear Creek

2) ExxonMobil Highland

3) Orano LuckyMc

4) Umetco Gas Hills

5) Pathfinder Shirley Basin North

6) Kennecott Sweetwater In-situ Recovery

1) UR-Energy Lost Creek

2) AUC Reno Creek

3) Cameco Smith Ranch/Highland

4) UEC Uranium Corp. Willow Creek

5) Strata Ross

6) Energy Fuels Nichols Ranch

7) UEC Wyoming Corp. Moore Ranch

8) Pathfinder Shirley Basin ISR

3 Title II Site Summaries Company Facility Site Status Anadarko Petroleum Corporation Bear Creek Decommissioning - Near License Termination ExxonMobil Corporation Highland Decommissioning Areva NC, Inc.

Lucky Mc Mill Decommissioning Umetco Minerals Corporation Gas Hills East Decommissioning Pathfinder Mines Corporation Shirley Basin North Accepting 11e.(2) waste Kennecott Uranium Company Sweetwater Mill Standby - company keeps all equipment functional (4.1 Million Pounds of Yellowcake Annual Production Limit)

• Western Nuclear Inc.

Split Rock Decommissioning Complete Site Transferred to Department of Energy for Long Term Care and Maintenance

4 ISR Licensed Annual Capacity Company Facility Site Status Licensed Annual Production Capacity Cameco Resources

1) Smith Ranch-Highland

2) North Butte

3) Gas Hills

4) Ruth

5) Reynolds Ranch GW Restoration / Standby GW Restoration / Standby GW Restoration / Standby Not Yet Constructed Not Yet Constructed Total capacity all sites 5.5 Million Pounds Energy Fuels Nichols Ranch GW Restoration / Standby 2.0 Million Pounds Strata Energy Inc.

Ross Facility Producing 3.0 Million Pounds UEC Wyoming Corp.

1) Moore Ranch Not Yet Constructed 3.0 Million Pounds

5 ISR Licensed Annual Capacity (Continued)

Company Facility Site Status Licensed Annual Production Capacity (continued)

UEC Uranium Corp.

2) Willow Creek

• Christensen Ranch /Irigary

3) Ludeman GW Restoration / Standby Not Yet Constructed 2.5 Million Pounds Lost Creek ISR, LLC Lost Creek Producing 2.2 Million Pounds AUC LLC Reno Creek Not Yet Constructed 2.0 Million Pounds Pathfinder Mines Corporation Shirley Basin ISR Not Yet Constructed 2.0 Million Pounds

6 Wyoming Licensed Production Capacity Facility Type Licensed Annual Production Capacity Title II Sites (conventional / surface) (Sweetwater) 4.1 Million Pounds Producing (ISR) (Ross, Lost Creek) 5.2 Million Pounds Standby (ISR) (Smith Ranch-Highland, North Butte, Gas Hills, Nichols Ranch, Willow Creek) 10 Million Pounds Not Yet Constructed (ISR) (Ruth, Reynolds Ranch, Moore Ranch, Ludeman, Reno Creek, Shirley Basin) 7 Million Pounds All Licensed Capacity (ISR) 22.2 Million Pounds All (Title II plus ISR) 26.3 Million Pounds

7 Challenges to Production Increases Federal Regulatory Actions and Approvals (e.g. timely EPA aquifer exemption approvals)

Streamline and add certainty to the permitting process (e.g. clarification of EPAs role)

Streamline and add certainty the NEPA process Supply chain and labor challenges Technical challenges (expected and unexpected)

Encourage exploration and new production Endangered species Litigation

deq.wyoming.gov/land-quality/uranium/

8 Questions?