SGL Carbon signs long-term supply agreement with X-energy

X-energy Reactor Company, LLC ( X-energy ) and SGL Carbon LLC ( SGL ) have signed a 10-year framework agreement to provide graphite for the deployment of X-energy's Xe-100 small modular reactor ( SMR ).

Graphite Production for Long Mott Generating Station (Dow, Texas)SGL has been awarded an initial three-year contract valued at around 100 mUSD to supply medium grain-graphite supply for X-energy's first commercial project, a proposed four-unit Xe-100 plant in partnership with Dow, Inc. in Seadrift, Texas. Graphite production on graphite reactor components has started, and SGL will supply components within three years for a total value of around 100 mUSD.

Capacity Reservation for Cascade Advanced Energy Facility (Energy Northwest, Washington State)X-energy and SGL have also signed an agreement to reserve capacity and develop production readiness for the Cascade Advanced Energy Facility with Energy Northwest in Washington state. Cascade is a planned 12-unit Xe-100 plant, and the first of several proposed Amazon and X-energy projects targeting at least five gigawatts of new nuclear energy by 2039.Graphite production is expected to begin in the second half of 2026.

SGL has a long history in supplying graphite into nuclear applications. The product and service portfolio covers graphite components for the reactor core but also material for nuclear fuel production. X-energy and SGL Carbon are long-standing partners, with collaboration dating back to 2015 to advance the development and qualification of graphite for commercial use in the Xe-100. To explore further opportunities for collaboration on future X-energy projects, Andreas Klein, CEO of SGL Carbon, met with J. Clay Sell the CEO of X-energy this week at their Maryland headquarters.

Andreas Klein, CEO of SGL Carbon, explains: X-energy is a pioneer in the development and manufacture of small, modular, high-performance nuclear reactors for energy generation. X-energy has done groundbreaking work in recent years and is now entering the implementation phase with its first projects with Dow and other well-known customers. We are proud to be part of this success story and to contribute to a long-term and successful partnership. This is a first milestone in the development of new applications for our products.

Scaling new nuclear requires partners who know how to execute and have done so time and again in the world's most demanding industries, said J. Clay Sell, CEO of X-energy. SGL brings decades of innovation in aerospace, automotive, energy, and semiconductor applications, and we are thrilled to bring that depth of experience into the new nuclear sector.

About X-energy Reactor Company, LLC

X-energy Reactor Company, LLC, is a leading developer of advanced small modular nuclear reactors and fuel technology for clean energy generation that is redefining the nuclear energy industry through its development of safer and more efficient advanced small modular nuclear reactors and proprietary fuel to deliver reliable, zero-carbon and affordable energy to people around the world. X-energy's simplified, modular, and intrinsically safe SMR design expands applications and markets for deployment of nuclear technology and drives enhanced safety, lower cost and faster construction timelines when compared with other SMRs and conventional nuclear. For more information, visit X-energy.com or connect with us on X or LinkedIn.

LINK:	https://www.sglcarbon.com/en/newsroom/news/press-report/sgl-carbon-sig...
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