Oklo and Centrus have signed a Letter of Intent for Centrus to supply high-assay low-enriched uranium (HALEU) to fuel up to five of Oklo's Aurora nuclear powerhouses at a 1.2 GW clean energy campus in southern Ohio, with deliveries starting in 2029. This agreement supports domestic fuel supply and advanced nuclear power deployment, promising multi-billion-dollar private investment and hundreds of jobs in the region. The partnership also involves Kiewit for engineering and construction planning, aiming to establish a new U.S. advanced nuclear energy hub. The deal strengthens fuel certainty amid limited HALEU availability and aligns with broader clean energy goals and economic growth in Ohio.
Oklo Inc. is a speculative investment with no current revenue and a first power plant expected only by 2027-2028, relying heavily on future equity funding. Despite a 300% rally on small modular reactor hype, its shares have declined recently amid ske...
Oklo's stock is currently priced at $57.49, significantly below its 52-week high of $193.84, but analysts see a 66% upside to $95.63 within 12 months due to recent regulatory approvals and strategic partnerships. The U.S. Department of Energy approve...
Public nuclear energy companies BWX Technologies, Nano Nuclear Energy, and Oklo have acquired private supply chain firms to strengthen manufacturing and logistics amid a nuclear industry revival. BWXT expanded its U.S. manufacturing capacity by acqui...
