Centrus Energy shares rose by 7.1% on June 11, 2025, following the announcement that the Department of Defense (DoD) selected Oklo Inc. to deploy its Aurora nuclear reactor. This reactor will be deployed at Eielson Air Force Base in Alaska.
This development signals a growing commitment from the U.S. government towards advanced nuclear reactor technologies. Such reactors are designed to utilize High-Assay, Low-Enriched Uranium (HALEU), a specialized nuclear fuel that Centrus is uniquely licensed to produce in the United States.
The DoD's decision, while directly benefiting Oklo, is seen as a positive indicator for the broader advanced nuclear sector, including Centrus. It reinforces the increasing demand for domestic HALEU production and the strategic importance of Centrus's capabilities in supporting national security and energy independence initiatives.
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