• Oklo recently advanced its Aurora reactor program at Idaho National Laboratory with Department of Energy approval of its preliminary safety analysis and is developing a fuel cycle that uses recovered EBR II material to reduce reliance on scarce HALEU.
• The push into nuclear fuel recycling and integrated fuel supply suggests Oklo is trying to tackle future fuel cost pressure and long term margin volatility at the design stage rather than after plants are built.
• Next, the focus turns to how progress on Aurora’s DOE backed safety review could reshape Oklo’s high risk, pre revenue investment narrative.

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