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DOE Energy Grants — March 07, 2026

DOE Energy Grants

2 total filings analysed

Executive Summary

DOE awarded Savannah River Mission Completion, LLC two delivery orders totaling $2.37B obligated (potential $8.42B including options) under the Integrated Mission Completion Contract for sequential Task Orders 6 (liquid waste, $7.39B pot.) and 7 (tank closure, $1.03B pot.) at Savannah River site through 2031. This concentration signals strong federal commitment to remediation, securing ~$1.97B outlays to date and $6.06B unobligated upside for the non-small U.S.-owned LLC. Bullish for contractor revenue stability amid DOE's long-term nuclear waste priorities.

Tracking the trend? Catch up on the prior DOE Energy Grants digest from March 06, 2026.

Investment Signals(2)

  • $8.42B Potential DOE Revenue Locked In Through 2031(HIGH)

    Sequential Task Orders 6 & 7 under single umbrella contract provide multi-year visibility with $2.37B obligated and $1.97B outlayed.

  • DOE Prioritizes Savannah River Remediation(HIGH)

    Full/open competition awards to same contractor highlight sustained funding for NAICS 562910 services at key nuclear site.

Risk Flags(2)

  • Execution[HIGH RISK]

    Cost-plus incentive fees tie payouts to undisclosed metrics; Task Orders 6/7 depend on broader Integrated Mission Completion Contract dynamics.

  • Regulatory[MEDIUM RISK]

    8-year term to 2031 exposes to DOE budget cuts or mission shifts at Savannah River site.

Opportunities(2)

  • $6.06B unobligated options ($5.29B TO6 + $0.76B TO7) represent 256% upside over current obligations.

  • Ongoing liquid waste/tank closure needs at Savannah River could yield contract extensions post-2031.

Sector Themes(1)

  • Concentrated $8.42B awards for Savannah River liquid waste and tank closure underscore federal push in NAICS 562910 services.

Watch List(2)

  • 👁

    {"entity"=>"Savannah River Mission Completion, LLC", "reason"=>"100% capture of analyzed awards with $6B+ options upside", "trigger"=>"Option exercises >$1B or Q/Q outlay growth >20%"}

  • 👁

    {"entity"=>"DOE Savannah River Operations Office Budget", "reason"=>"Drives funding stability for 2031 horizon contracts", "trigger"=>"Budget cuts <5% YoY or new task orders announced"}

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