UNITED STATES OF AMERICA —Oklo has entered into multiple definitive, multi-year agreements with Centrus Energy for the supply of high-assay low-enriched uranium (HALEU), securing fuel for the initial phase of its planned 1.2 GW nuclear power campus in Ohio. Under the arrangements, Oklo will make advance payments to support Centrus' expansion of domestic uranium enrichment capacity, with deliveries scheduled to begin in 2029 from the American Centrifuge Plant in Pike County, Ohio.
The contracted quantities are sufficient to support up to five Aurora powerhouses over multiple years. The agreements formalise an earlier letter of intent signed in June 2026 and provide a longer-term fuel procurement framework for Oklo's planned reactor deployments. The initial Ohio development will build on the company's separate allocation of recovered Experimental Breeder Reactor II fuel for its first Aurora powerhouse in Idaho.
Financing for the fuel procurement is supported by Meta's advance payment arrangement for future electricity production from Oklo. The arrangement links demand for nuclear-generated electricity with investment in reactor development and fuel availability. Meta's commitment is therefore helping Oklo progress two critical elements of the Ohio programme: securing the nuclear fuel supply and advancing the planned power generation infrastructure.
The agreements also provide financial support for Centrus' uranium enrichment expansion. The company has recently completed and begun shipping its first newly manufactured centrifuge as part of its domestic production programme. Centrus has reported approximately USD 5.4 billion in customer contracts and purchase commitments for low-enriched uranium (LEU) and HALEU from its planned expanded capacity, covering commercial and national security requirements.
The development connects three major investments in Ohio's emerging nuclear energy supply chain: uranium enrichment facilities operated by Centrus in Piketon, Oklo's proposed Aurora reactor installations and Meta's anticipated electricity demand. At full development, the combined investment programme is expected to support thousands of direct and indirect jobs, alongside additional economic activity and tax revenues for local and state authorities.
For the US nuclear industry, the agreements address a significant constraint on advanced reactor deployment: the availability of domestically produced HALEU. This specialised fuel is required by several advanced reactor designs, while limited domestic commercial enrichment capacity has increased dependence on international supply arrangements. Expanding US production could improve fuel security and provide a more reliable procurement route for developers planning new nuclear generation assets.
For Oklo, the secured supply provides greater visibility over fuel availability for its initial Ohio deployments, subsequent Aurora installations and future refuelling requirements. For Centrus, advance customer payments help finance manufacturing and enrichment capacity before commercial deliveries begin. The arrangement also demonstrates how long-term electricity demand from large technology companies can support investment across the nuclear fuel cycle, potentially creating additional opportunities for domestic suppliers, reactor developers and infrastructure investors.
Oklo is a US-based advanced nuclear technology company developing compact nuclear power systems, including its Aurora powerhouse design. Centrus Energy is a US nuclear fuel supplier specialising in uranium enrichment and nuclear fuel services, including HALEU production. Meta is a global technology company whose energy procurement commitments are supporting the development of new electricity generation capacity in Ohio.
