Oklo Signs Multi-Year HALEU Supply Contracts With Centrus

What happened

Oklo signed multi-year contracts with Centrus Energy for high-assay low-enriched uranium, or HALEU, fuel. A prepayment from Meta supports Oklo’s HALEU purchase for its 1.2-gigawatt Ohio campus, and Centrus is scheduled to begin deliveries in 2029 for five Aurora powerhouses.

Confirmed

Global impact / market context

The contracts and Meta’s prepayment create a path for Oklo to secure fuel for its planned Ohio campus and five powerhouses. If deliveries start as scheduled, fuel availability could support construction and eventual power sales; delays could instead hold back operations and revenue.

Analyst inference

This announcement links a fuel supplier, a reactor developer and a customer providing advance payment. It signals a planned supply relationship, but the stated 2029 delivery start means the article does not establish that fuel has already been delivered or that power generation has begun.

Analyst inference

What to watch

1. Watch for updates on the contract’s delivery schedule and whether Centrus begins HALEU shipments in 2029 for the five Aurora powerhouses. Analyst inference
2. Check whether Oklo provides further details on how Meta’s prepayment supports fuel purchases for the 1.2-gigawatt Ohio campus. Analyst inference
3. Look for signs that fuel supply is keeping pace with Oklo’s campus and powerhouse plans, since a shortfall could delay construction or future revenue. Analyst inference

Evidence

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