ASP Isotopes CEO Outlines 2026 Commercial Ramp, Silicon-28 Shipments, and QLE Spin-Off Plans

ASP Isotopes CEO Paul Mann outlined the company's 2026 commercial ramp plan, targeting a commercial ramp across its ASP and Quantum Enrichment plants, including silicon-28 shipments, scaling ytterbium-176, and carbon-14 revenue. The company has filed an S-1 to spin out Quantum Leap Energy (QLE), aiming for a first-half spin-off. ASP has acquired Renergen for helium supply and expects Phase 1C to reach positive EBITDA, with a combined funding plan of around $750 million and a target of > $300 million EBITDA by 2030.