Technology & Strategy
Fuel strategy, reactor optionality, and a stage‑gated rollout logic designed for qualification and long‑duration supply agreements.
Fuel strategy
TRISO is often 30–50% of the delivered electricity cost in HTGR concepts—so fuel unit economics matter. Our strategy combines process control, QA/QC maturity, and qualification interfaces so customers can de‑risk fuel while improving competitiveness.
FCVD deposition controls, sampling, defect detection, and release governance.
Testing plans and evidence packaging suitable for regulated-industry scrutiny.
Yield, throughput, and repeatability drive unit economics and customer LCOE.
KNE is embedded across HTGR design ecosystems. We focus on fuel—supporting customers with TRISO supply and qualification interfaces that enable multiple deployment pathways and reduce single-program dependency.
Commercial rollout logic
We use a stage‑gated rollout: establish initial production capability, convert pipeline to offtake, then scale into larger commercial lines across strategic geographies (South Africa first, then expanded capacity in the U.S. and Europe).
Stage 1
Feasibility, engineering, and qualification planning aligned to customer programs.
Stage 2
Initial line: first output, QA/QC maturity, early supply for testing and approvals.
Stage 3
Commercial scale: long-term supply agreements and multi-customer delivery.
Stage 4
Replication: additional sites/geographies as demand scales.
For deeper technical context, see TRISO Fuel Dev. For market positioning and product focus, see KNE TRISO Fuel. Licensing interfaces are covered separately.