Oklo and Centrus Energy Sign Nuclear Fuel Supply Deal for Ohio Project

Key Facts

In a move reflecting U.S. efforts to secure clean energy supply chains, Oklo and Centrus Energy have formalized a partnership for nuclear fuel supply. According to reports, the agreement focuses on the delivery of High-Assay Low-Enriched Uranium (HALEU) specifically required to power Oklo's Aurora reactors. This collaboration is central to Oklo's planned nuclear fission campus in Ohio, aiming to establish a robust domestic supply chain for next-generation nuclear technology.

This agreement holds significant strategic weight as HALEU fuel is critical for the deployment of small modular reactors (SMRs), especially as the U.S. seeks to mitigate reliance on foreign fuel sources. In comparison to peers, NuScale Power (SMR) has recently reported progress in its design certifications, while Bill Gates-backed TerraPower is advancing its own Natrium plant in Wyoming (per industry reports). Oklo’s move is seen as a proactive step to de-risk its operational timeline by securing fuel early.