OKLO
A shiny new DOE breadcrumb
Oklo just landed in the federal spotlight again, this time after being selected by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium Utilization Program. Translation: the company is getting closer to a potentially valuable arrangement tied to nuclear fuel supply, which is kind of the whole ballgame when you’re trying to build advanced reactors.
Why investors care
For Oklo, this isn’t a revenue line item yet — it’s more like the industrial version of getting a green room pass. If these talks lead somewhere useful, they could help de-risk the company’s fuel strategy, strengthen its regulatory narrative, and make the long road to commercialization look a little less like a moonshot.
The bigger picture
This comes as Oklo has been trying to convince the market that it’s more than a sleek PowerPoint deck with a ticker. A credible path to fuel access matters because without it, reactor dreams stay in the “cool idea” drawer forever. With it, the company gets one more building block for a business that’s still very much under construction.
Big picture: in nuclear, the fuel is the plot twist. And today, Oklo got a little closer to writing a better ending.