Oklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem? -- Barrons.com

Dow Jones06-18

By Mackenzie Tatananni

Oklo may have solved the nuclear fuel problem.

The start-up said Thursday that it had signed a letter of intent with Centrus Energy for a multi-year supply of domestic high-assay low-enriched uranium (HALEU). Beginning in 2029, the fuel will power up to five of Oklo's Aurora nuclear powerhouses.

Oklo shares rose 2.7% in premarket trading. Centrus Energy, meanwhile, jumped 6.8%.

A persistent sticking point not just for Oklo, but for all nuclear developers, is the limited supply of fuel for new reactors. Oklo has actually proposed the use of surplus plutonium as a so-called bridge fuel to power reactors while domestic supply chains for traditional fuels like HALEU are developed.

Commercial HALEU isn't broadly available, as only Russia and China have the means to produce it at scale. Since banning Russian uranium imports years ago, the U.S. has invested aggressively in domestic infrastructure in an attempt to bulk up the supply.

The first of Oklo's planned powerhouses at Idaho National Laboratory is expected to run on recovered fuel from the Experimental Breeder Reactor-II. That facility was decommissioned in 1994 after a shift in political priorities led Congress to pull its funding.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

June 18, 2026 07:42 ET (11:42 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2644088413?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-18 19:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2644088413","market":"nz","top_or_hot":-1,"title":"Oklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem? -- Barrons.com","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Mackenzie Tatananni \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/OKLO\">Oklo</a> may have solved the nuclear fuel problem. \n</p>\n<p>\n  The start-up said Thursday that it had signed a letter of intent with Centrus Energy for a multi-year supply of domestic high-assay low-enriched uranium (HALEU). Beginning in 2029, the fuel will power up to five of Oklo's Aurora nuclear powerhouses. \n</p>\n<p>\n  Oklo shares rose 2.7% in premarket trading. Centrus Energy, meanwhile, jumped 6.8%. \n</p>\n<p>\n  A persistent sticking point not just for Oklo, but for all nuclear developers, is the limited supply of fuel for new reactors. Oklo has actually proposed the use of surplus plutonium as a so-called bridge fuel to power reactors while domestic supply chains for traditional fuels like HALEU are developed. \n</p>\n<p>\n  Commercial HALEU isn't broadly available, as only Russia and China have the means to produce it at scale. Since banning Russian uranium imports years ago, the U.S. has invested aggressively in domestic infrastructure in an attempt to bulk up the supply. \n</p>\n<p>\n  The first of Oklo's planned powerhouses at Idaho National Laboratory is expected to run on recovered fuel from the Experimental Breeder Reactor-II. That facility was decommissioned in 1994 after a shift in political priorities led Congress to pull its funding. \n</p>\n<p>\n  Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 18, 2026 07:42 ET (11:42 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem? -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem? -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-18 19:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Mackenzie Tatananni \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/OKLO\">Oklo</a> may have solved the nuclear fuel problem. \n</p>\n<p>\n  The start-up said Thursday that it had signed a letter of intent with Centrus Energy for a multi-year supply of domestic high-assay low-enriched uranium (HALEU). Beginning in 2029, the fuel will power up to five of Oklo's Aurora nuclear powerhouses. \n</p>\n<p>\n  Oklo shares rose 2.7% in premarket trading. Centrus Energy, meanwhile, jumped 6.8%. \n</p>\n<p>\n  A persistent sticking point not just for Oklo, but for all nuclear developers, is the limited supply of fuel for new reactors. Oklo has actually proposed the use of surplus plutonium as a so-called bridge fuel to power reactors while domestic supply chains for traditional fuels like HALEU are developed. \n</p>\n<p>\n  Commercial HALEU isn't broadly available, as only Russia and China have the means to produce it at scale. Since banning Russian uranium imports years ago, the U.S. has invested aggressively in domestic infrastructure in an attempt to bulk up the supply. \n</p>\n<p>\n  The first of Oklo's planned powerhouses at Idaho National Laboratory is expected to run on recovered fuel from the Experimental Breeder Reactor-II. That facility was decommissioned in 1994 after a shift in political priorities led Congress to pull its funding. \n</p>\n<p>\n  Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 18, 2026 07:42 ET (11:42 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"OKLL","symbol_name":"2倍做多OKLO ETF-Defiance","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2644088413","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2644088413","pubTimestamp":1781782920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"The start-up said Thursday that it had signed a letter of intent with Centrus Energy for a multi-year supply of domestic high-assay low-enriched uranium . Beginning in 2029, the fuel will power up to five of Oklo's Aurora nuclear powerhouses.Oklo shares rose 2.7% in premarket trading. Centrus Energy, meanwhile, jumped 6.8%.A persistent sticking point not just for Oklo, but for all nuclear developers, is the limited supply of fuel for new reactors. Oklo has actually proposed the use of surplus plutonium as a so-called bridge fuel to power reactors while domestic supply chains for traditional fuels like HALEU are developed.Commercial HALEU isn't broadly available, as only Russia and China have the means to produce it at scale. Since banning Russian uranium imports years ago, the U.S. has invested aggressively in domestic infrastructure in an attempt to bulk up the supply.The first of Oklo's planned powerhouses at Idaho National Laboratory is expected to run on recovered fuel from the Exp","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"OKLL":"2倍做多OKLO ETF-Defiance","LEU":"Centrus Energy Corp.","BK4606":"AI电力股","BK4081":"电力公用事业","BK4156":"煤与消费用燃料","OKLS":"Defiance Daily Target 2X Short OKLO ETF","OKLO":"Oklo Inc.","BK4539":"次新股","LEUX":"Tradr 2X Long LEU Daily ETF","BK4563":"昨日强势股"},"translate_title":"Oklo股价因Centrus Pact而上涨。它解决了核燃料问题吗？——Barrons.com","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LEUX":0.6,"LEU":1.88,"OKLS":0.6,"OKLO":1.96,"OKLL":0.6},"content_text":"By Mackenzie Tatananni \n\n\nOklo may have solved the nuclear fuel problem. \n\n\n  The start-up said Thursday that it had signed a letter of intent with Centrus Energy for a multi-year supply of domestic high-assay low-enriched uranium (HALEU). Beginning in 2029, the fuel will power up to five of Oklo's Aurora nuclear powerhouses. \n\n\n  Oklo shares rose 2.7% in premarket trading. Centrus Energy, meanwhile, jumped 6.8%. \n\n\n  A persistent sticking point not just for Oklo, but for all nuclear developers, is the limited supply of fuel for new reactors. Oklo has actually proposed the use of surplus plutonium as a so-called bridge fuel to power reactors while domestic supply chains for traditional fuels like HALEU are developed. \n\n\n  Commercial HALEU isn't broadly available, as only Russia and China have the means to produce it at scale. Since banning Russian uranium imports years ago, the U.S. has invested aggressively in domestic infrastructure in an attempt to bulk up the supply. \n\n\n  The first of Oklo's planned powerhouses at Idaho National Laboratory is expected to run on recovered fuel from the Experimental Breeder Reactor-II. That facility was decommissioned in 1994 after a shift in political priorities led Congress to pull its funding. \n\n\n  Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 18, 2026 07:42 ET (11:42 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2644088413","isCrawlerRequest":true}