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Orano is the French state-controlled vertically-integrated nuclear fuel-cycle specialist (the ex-AREVA upstream/back-end successor, rebranded January 2018).
CORRECTED 2026-08-24 wake-verify: the dossier body previously stated ~45.2% French State + ~24.8% CEA + ~5% Bpifrance + ~10% JNFL/MHI — this figure was never supported by the cited annual report and has been replaced. Orano's own FY2024 Annual Activity Report (shareholding as of 31 Dec 2024) states the French State directly holds 90.33%, CEA holds 1 share (nominal), and JNFL/MHI hold 4.83% each. No Bpifrance stake exists in the primary source. GLEIF (LEI 969500161UMNDC85C891) reports no parent on file, consistent with direct-state-holding (the French State is not itself an LEI-bearing corporate parent).
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 4 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
US CBP bill of lading via ImportGenius importer page (retrieved 2026-09-27): BoL CMDULHV4089436, arrival 2026-08-13; shipper ORANO CHIMIE ENRICHISSEMENT, consignee WESTINGHOUSE ELECTRIC COMPANY LLC; 1 x 20ft flat rack, 4 x 30B cylinders in COG-OP-30B packages, UN2977 radioactive material uranium hexafluoride (enriched UF6), 99,785 kg gross; port of lading in France (Le Havre). Orano Chimie-Enrichissement operates the Georges Besse II enrichment plant at Tricastin, France; Westinghouse fabricates fuel at Columbia, South Carolina, US.
Orano and SHINE Technologies (Wisconsin-based fusion/medical-isotope developer) signed a Memorandum of Understanding to jointly develop a US pilot plant applying Orano's La Hague used-fuel recycling expertise combined with SHINE's separation technology, targeting operation by the early 2030s. An MOU, not yet a binding commercial contract — recorded as a development-stage strategic partner, not a revenue counterparty.
Centrus 10-K: 'We also have an agreement with Orano for the long-term supply of SWU contained in LEU, with deliveries that commenced in 2023 and extend through 2030.'
EDF: 'Conversion and enrichment are handled by France's Orano at Malvési/Pierrelatte and the Georges Besse II plant at Tricastin' for EDF's ~7,000 t/yr natural-uranium fuel-cycle needs. Both HQ'd in France — no cross-border corridor stated beyond domestic France, so no flow is credited.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
3 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 989 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Centrus 10-K: 'We also have an agreement with Orano for the long-term supply of SWU contained in LEU, with deliveries that commenced in 2023 and extend through 2030.'
EDF: 'Conversion and enrichment are handled by France's Orano at Malvési/Pierrelatte and the Georges Besse II plant at Tricastin' for EDF's ~7,000 t/yr natural-uranium fuel-cycle needs. Both HQ'd in France — no cross-border corridor stated beyond domestic France, so no flow is credited. 2026-09-26: edf.fr returns 403 to the verify egress (not re-fetched); WNA independently confirms Orano's Georges Besse II enrichment for France.
MOU (announced 2023-10-24, Stellantis's own release dated 2023-10-30) to form a joint venture recycling end-of-life EV batteries and gigafactory scrap from Stellantis's European and North American plants, recovering cobalt, nickel and lithium at >90% claimed recovery rates via Orano's hydrometallurgical plant under construction at Dunkirk, France; production targeted for early 2026. Ownership split of the JV is not disclosed in any source checked, so related_party is recorded false rather than inferred as a captive JV like ACC/Contemporary Star/StarPlus. Closes part of the cobalt/nickel gap via the recycling-recovery channel — the same angle that worked for mercedes-benz-group's Circulor/Brunp rows — rather than a mined-material offtake.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
🇳🇪 NE accounts for 36% of severity-weighted pressure.