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State

Agreement signed

Capacity under contract is not energy supplied.

Open question

Who has committed to buy the output, on what stated terms, and has any energy been supplied?

  • Not established in reviewed sources: Whether the Dow agreements are binding beyond the ability to terminate for convenience
  • Not established in reviewed sources: Any power or steam offtake terms
  1. Current stateAgreement signed23 April 2026 · Company reported · X-energy (SEC prospectus, 424B4)

    Before: Not established in reviewed sources. Source: X-energy (SEC prospectus, 424B4) ↗

  2. Earlier statementAgreement signed13 August 2026 · Company reported · X-energy (SEC Form 10-Q, Q2 2026)

    Before: Not established in reviewed sources. Source: X-energy (SEC Form 10-Q, Q2 2026) ↗

  3. Earlier statementAgreement signed11 May 2023 · Joint release · Dow and X-energy (joint release, Dow newsroom)

    Before: Not established in reviewed sources. Source: Dow and X-energy (joint release, Dow newsroom) ↗

Evidence detail

Agreement signed

Master Project Development Agreement with Dow, continuing the 2023 joint development agreement

Capacity under contract is not energy supplied.

“During the year ended December 31, 2025, the Company entered into the Master Project Development Agreement (“MPDA”) with Dow, which is a continuation of the project under the previously existing joint development agreement with Dow entered into during the year ended December 31, 2023”
Attribution
Company reported
Publisher
X-energy (SEC Form 10-Q, Q2 2026)
Dated
13 August 2026
First public disclosure
13 August 2026
State before
Not established in reviewed sources
Counterparty
Dow
Detail
Bindingness not stated
Source read
11 November 2026

Inspect primary source: X-energy (SEC Form 10-Q, Q2 2026) ↗

What this does and does not establish

An exact passage match shows the source says this. It does not prove the underlying claim is true.

Watch customer / offtakeInspect project history