ETF Trends
08 Jun 2026, 11:38 UTC · 2h ago
From Cold War Liability to Advanced Nuclear Fuel
ETF Trends
08 Jun 2026, 11:38 UTC · 2h ago
Story key points
4 claims · impact-rated
The U.S. Department of Energy has selected Oklo Inc. and four other companies for advanced negotiations to convert surplus plutonium into fuel for next-generation reactors. — This provides a concrete near-term fuel pathway for advanced reactor developers, potentially accelerating commercial deployment.
+0.60Fluor (FLR) and Amentum (AMTM) are positioned as key operational partners due to their existing management of government-owned plutonium facilities like the Savannah River Site. — These companies possess the necessary secure infrastructure and government contracts to execute the DOE's plutonium utilization program.
+0.40The DOE's 'disposition-through-use' approach will provide up to 20 metric tons of surplus plutonium for reactor fuel conversion. — This creates a scalable, non-uranium fuel source that reduces immediate reliance on new domestic enrichment capacity.
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Oklo is partnering with European developer Newcleo to lead utilization efforts and leverage Newcleo's fuel expertise and potential capital. — Strategic partnerships reduce technical risk and provide additional funding for advanced reactor development.
+0.30Ticker attribution
Model heads
Selected by the DOE for advanced negotiations to convert surplus plutonium into fuel for next-generation reactors.
Positioned to benefit from plutonium utilization through its management role at the Savannah River Site.
Directly experienced in secure handling infrastructure and materials management for the DOE program.
Identified as a component manufacturer positioned to capture value from new nuclear fuel pathways.
Identified as a component manufacturer positioned to capture value from new nuclear fuel pathways.
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