Oklo Selected for DOE Surplus Plutonium Program Negotiations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Fool
- Stock Surge: Oklo's stock soared 7.5% by 10:45 a.m. ET on Tuesday, reflecting strong market confidence in the company's future growth potential following its selection for negotiations in the U.S. Department of Energy's (DOE) Surplus Plutonium Utilization Program.
- Project Selection Context: Chosen alongside four other nuclear companies, Oklo's participation in the DOE program aims to convert nuclear waste into reusable fuel, highlighting the strategic significance of the company's role in the nuclear energy sector.
- Collaboration Prospects: If successful, Oklo will partner with European advanced reactor developer newcleo to build new reactors fueled by plutonium, which not only helps reduce nuclear waste but also provides electricity to support the artificial intelligence revolution, enhancing the company's competitive edge.
- Fuel Supply Solution: CEO Jacob DeWitte emphasized that fuel supply constraints are a key barrier to advanced reactor development, and this program creates a pathway to utilize existing surplus material as bridge fuel, thereby accelerating the deployment of more reactors in the near future.
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Analyst Views on OKLO
Wall Street analysts forecast OKLO stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 65.880
Low
90.00
Averages
125.11
High
175.00
Current: 65.880
Low
90.00
Averages
125.11
High
175.00
About OKLO
Oklo Inc. is an advanced nuclear technology company. The Company is engaged in developing fast fission power plants to provide clean, reliable, and affordable energy at scale. It is developing advanced fuel recycling technologies in collaboration with the United States Department of Energy and United States National Laboratories. It provides 24/7 clean energy to data centers, factories, industrial sites, communities, and defense facilities. It offers heat and power through power purchase agreements. Its powerhouse product line, Aurora, is designed to be inherently safe, to be able to run on fresh or recycled fuel, and to produce 15-50 megawatts electric (MWe) and with the potential to expand powerhouse size to produce 100 MWe of electricity. The Company intends to develop specialized radioisotope production capabilities to address urgent supply shortages in life-saving medical radioisotopes and advanced industrial applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Oklo Selected for U.S. Plutonium Fuel Program, Stock Surges
- Stock Surge: Oklo's stock soared 7.5% on Tuesday morning after the announcement that it was selected by the U.S. Department of Energy to negotiate participation in the Surplus Plutonium Utilization Program, reflecting strong market confidence in its future potential.
- Partnership for New Reactors: Oklo is partnering with European developer newcleo to build plutonium-fueled nuclear reactors, which not only helps reduce nuclear waste but also provides electricity to support the artificial intelligence revolution, showcasing its strategic positioning in the clean energy sector.
- Fuel Supply Solution: CEO Jacob DeWitte emphasized that fuel supply constraints are a major throttle to advanced reactor development, and this program creates a pathway to utilize existing surplus material as bridge fuel, thereby accelerating the deployment of more reactors.
- Long-Term Revenue Outlook: While today's news may take years to translate into actual revenue, Oklo's involvement signifies strategic progress in the nuclear energy sector, potentially laying the groundwork for future growth.
See More
Oklo Selected for DOE Surplus Plutonium Program Negotiations
- Stock Surge: Oklo's stock soared 7.5% by 10:45 a.m. ET on Tuesday, reflecting strong market confidence in the company's future growth potential following its selection for negotiations in the U.S. Department of Energy's (DOE) Surplus Plutonium Utilization Program.
- Project Selection Context: Chosen alongside four other nuclear companies, Oklo's participation in the DOE program aims to convert nuclear waste into reusable fuel, highlighting the strategic significance of the company's role in the nuclear energy sector.
- Collaboration Prospects: If successful, Oklo will partner with European advanced reactor developer newcleo to build new reactors fueled by plutonium, which not only helps reduce nuclear waste but also provides electricity to support the artificial intelligence revolution, enhancing the company's competitive edge.
- Fuel Supply Solution: CEO Jacob DeWitte emphasized that fuel supply constraints are a key barrier to advanced reactor development, and this program creates a pathway to utilize existing surplus material as bridge fuel, thereby accelerating the deployment of more reactors in the near future.
See More
Oklo Partners with newcleo to Advance Nuclear Energy Program
- Nuclear Energy Partnership: Oklo is collaborating with European advanced reactor developer newcleo to transform long-term material management challenges into a domestic energy source by converting existing surplus materials into bridge fuel for advanced reactors, thereby accelerating the deployment of more reactors.
- Surging Energy Demand: The U.S. is facing a nuclear fuel shortage, particularly driven by increased power demand from AI data centers, and Oklo's initiative aims to alleviate this supply-demand gap, ensuring stable electricity supply.
- Strategic Investment: newcleo has committed to invest up to $2 billion in Oklo to support the development of advanced fuel fabrication infrastructure in the U.S., further enhancing Oklo's competitive position in the nuclear energy sector.
- Positive Market Reaction: Following the announcement of being selected for the U.S. Department of Energy's Surplus Plutonium Utilization Program, Oklo's shares rose over 8% in early trading on Tuesday, reflecting market optimism about its future prospects.
See More
Oklo Selected by DOE for Advanced Nuclear Fuel Negotiations
- DOE Support: Oklo announced its selection by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium Utilization Program, which aims to make surplus plutonium available for industry use, thereby advancing the development of fuel for advanced nuclear reactors and enhancing the company's strategic position in the nuclear sector.
- Positive Market Reaction: This announcement led to a 10.2% pre-market increase in Oklo's stock price on Tuesday, reflecting investor optimism regarding the company's future potential in the nuclear fuel market and further strengthening its competitive edge.
- Strategic Partnership: In October 2025, Oklo formed a strategic partnership with newcleo to develop advanced fuel fabrication infrastructure in the U.S., with potential investments of up to $2 billion, showcasing the company's long-term vision in the nuclear fuel sector.
- Policy Background Impact: An executive order signed by President Trump a year ago mandated the government to halt existing plans to dilute and dispose of surplus plutonium, instead providing it as fuel for advanced nuclear technologies, which offers policy support for Oklo's business development.
See More
Oklo Positioned as Potential Leader in Small Modular Reactors
- Market Leadership: BofA analyst Singh highlighted that Oklo, with its differentiated vertically integrated 'build-own-operate' model, is positioned as a potential early leader in small modular reactors, showcasing its strategic advantage in the nuclear energy market.
- Strong Financial Position: Oklo boasts a robust balance sheet with substantial cash reserves and zero debt, providing stable funding for its research and development, which enhances investor confidence in its long-term growth prospects.
- Retail Investment Surge: Over the past 24 hours, message volumes around Oklo surged 150% on Stocktwits, indicating strong retail investor interest in nuclear energy stocks, which contributed to a 2.7% increase in its premarket share price.
- Commercial Agreement Progress: Oklo has secured a binding power agreement of approximately 1.2 GWe with Meta Platforms and amassed a pipeline exceeding 14 GWe under non-binding customer letters, with early commercial validation further solidifying market confidence in its future growth.
See More
NuScale Power's TVA Collaboration Emerges as Key Growth Catalyst
- Commercialization Catalyst: NuScale Power's collaboration with the Tennessee Valley Authority (TVA) and ENTRA1 Energy is advancing, potentially unlocking up to 6 gigawatts of nuclear deployment, which could become the largest nuclear project in U.S. history, significantly enhancing the company's market position.
- Power Purchase Agreement Progress: The parties are nearing a definitive power purchase agreement (PPA), and once finalized, NuScale expects to quickly initiate site-specific licensing work and OEM contracts, leading to early revenue generation and improved financial stability.
- Regulatory Advantage: NuScale has secured U.S. Nuclear Regulatory Commission (NRC) approvals for two small modular reactor designs, providing a competitive edge as customers increasingly prefer commercially deployable technologies over experimental options.
- Financing Support Potential: The project may receive investment backing from Japan and South Korea, particularly under the $550 billion U.S.-Japan investment framework, which will provide funding assurance for the TVA project and further propel the company's strategic development.
See More
Oklo Selected for U.S. Plutonium Fuel Program, Stock Surges
- Stock Surge: Oklo's stock soared 7.5% on Tuesday morning after the announcement that it was selected by the U.S. Department of Energy to negotiate participation in the Surplus Plutonium Utilization Program, reflecting strong market confidence in its future potential.
- Partnership for New Reactors: Oklo is partnering with European developer newcleo to build plutonium-fueled nuclear reactors, which not only helps reduce nuclear waste but also provides electricity to support the artificial intelligence revolution, showcasing its strategic positioning in the clean energy sector.
- Fuel Supply Solution: CEO Jacob DeWitte emphasized that fuel supply constraints are a major throttle to advanced reactor development, and this program creates a pathway to utilize existing surplus material as bridge fuel, thereby accelerating the deployment of more reactors.
- Long-Term Revenue Outlook: While today's news may take years to translate into actual revenue, Oklo's involvement signifies strategic progress in the nuclear energy sector, potentially laying the groundwork for future growth.
See More
Oklo Selected for DOE Surplus Plutonium Program Negotiations
- Stock Surge: Oklo's stock soared 7.5% by 10:45 a.m. ET on Tuesday, reflecting strong market confidence in the company's future growth potential following its selection for negotiations in the U.S. Department of Energy's (DOE) Surplus Plutonium Utilization Program.
- Project Selection Context: Chosen alongside four other nuclear companies, Oklo's participation in the DOE program aims to convert nuclear waste into reusable fuel, highlighting the strategic significance of the company's role in the nuclear energy sector.
- Collaboration Prospects: If successful, Oklo will partner with European advanced reactor developer newcleo to build new reactors fueled by plutonium, which not only helps reduce nuclear waste but also provides electricity to support the artificial intelligence revolution, enhancing the company's competitive edge.
- Fuel Supply Solution: CEO Jacob DeWitte emphasized that fuel supply constraints are a key barrier to advanced reactor development, and this program creates a pathway to utilize existing surplus material as bridge fuel, thereby accelerating the deployment of more reactors in the near future.
See More
Oklo Partners with newcleo to Advance Nuclear Energy Program
- Nuclear Energy Partnership: Oklo is collaborating with European advanced reactor developer newcleo to transform long-term material management challenges into a domestic energy source by converting existing surplus materials into bridge fuel for advanced reactors, thereby accelerating the deployment of more reactors.
- Surging Energy Demand: The U.S. is facing a nuclear fuel shortage, particularly driven by increased power demand from AI data centers, and Oklo's initiative aims to alleviate this supply-demand gap, ensuring stable electricity supply.
- Strategic Investment: newcleo has committed to invest up to $2 billion in Oklo to support the development of advanced fuel fabrication infrastructure in the U.S., further enhancing Oklo's competitive position in the nuclear energy sector.
- Positive Market Reaction: Following the announcement of being selected for the U.S. Department of Energy's Surplus Plutonium Utilization Program, Oklo's shares rose over 8% in early trading on Tuesday, reflecting market optimism about its future prospects.
See More
Oklo Selected by DOE for Advanced Nuclear Fuel Negotiations
- DOE Support: Oklo announced its selection by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium Utilization Program, which aims to make surplus plutonium available for industry use, thereby advancing the development of fuel for advanced nuclear reactors and enhancing the company's strategic position in the nuclear sector.
- Positive Market Reaction: This announcement led to a 10.2% pre-market increase in Oklo's stock price on Tuesday, reflecting investor optimism regarding the company's future potential in the nuclear fuel market and further strengthening its competitive edge.
- Strategic Partnership: In October 2025, Oklo formed a strategic partnership with newcleo to develop advanced fuel fabrication infrastructure in the U.S., with potential investments of up to $2 billion, showcasing the company's long-term vision in the nuclear fuel sector.
- Policy Background Impact: An executive order signed by President Trump a year ago mandated the government to halt existing plans to dilute and dispose of surplus plutonium, instead providing it as fuel for advanced nuclear technologies, which offers policy support for Oklo's business development.
See More
Oklo Positioned as Potential Leader in Small Modular Reactors
- Market Leadership: BofA analyst Singh highlighted that Oklo, with its differentiated vertically integrated 'build-own-operate' model, is positioned as a potential early leader in small modular reactors, showcasing its strategic advantage in the nuclear energy market.
- Strong Financial Position: Oklo boasts a robust balance sheet with substantial cash reserves and zero debt, providing stable funding for its research and development, which enhances investor confidence in its long-term growth prospects.
- Retail Investment Surge: Over the past 24 hours, message volumes around Oklo surged 150% on Stocktwits, indicating strong retail investor interest in nuclear energy stocks, which contributed to a 2.7% increase in its premarket share price.
- Commercial Agreement Progress: Oklo has secured a binding power agreement of approximately 1.2 GWe with Meta Platforms and amassed a pipeline exceeding 14 GWe under non-binding customer letters, with early commercial validation further solidifying market confidence in its future growth.
See More
NuScale Power's TVA Collaboration Emerges as Key Growth Catalyst
- Commercialization Catalyst: NuScale Power's collaboration with the Tennessee Valley Authority (TVA) and ENTRA1 Energy is advancing, potentially unlocking up to 6 gigawatts of nuclear deployment, which could become the largest nuclear project in U.S. history, significantly enhancing the company's market position.
- Power Purchase Agreement Progress: The parties are nearing a definitive power purchase agreement (PPA), and once finalized, NuScale expects to quickly initiate site-specific licensing work and OEM contracts, leading to early revenue generation and improved financial stability.
- Regulatory Advantage: NuScale has secured U.S. Nuclear Regulatory Commission (NRC) approvals for two small modular reactor designs, providing a competitive edge as customers increasingly prefer commercially deployable technologies over experimental options.
- Financing Support Potential: The project may receive investment backing from Japan and South Korea, particularly under the $550 billion U.S.-Japan investment framework, which will provide funding assurance for the TVA project and further propel the company's strategic development.
See More
