other material
confidence high
sentiment positive
materiality 0.75
Centrus signs LOI to supply HALEU to Oklo for Ohio nuclear campus; deliveries start 2029
CENTRUS ENERGY CORP
- Centrus (LEU) will supply HALEU from Piketon, OH to power up to five Oklo Aurora powerhouses for multiple years, deliveries beginning 2029.
- Oklo's planned 1.2 GW Clean Energy Campus in southern Ohio will use the fuel; prepayments from Oklo to Centrus possible under future definitive agreement.
- Oklo also signed MOU with Kiewit for engineering, procurement, and construction planning for initial Aurora deployments.
- The agreement aims to address HALEU supply constraints; follows Oklo's January 2026 announcement with Meta which included prepayment.
- Project expected to create over 700 construction jobs and hundreds of permanent operations jobs in Ohio.