Centrus to supply Oklo with HALEU for up to five Aurora reactors

Type: Supply Agreement · Technology: Nuclear · Country: United States · Capacity: 1.2 GW · Announced: 2026-06-19

Centrus and Oklo signed a supply agreement for high-assay low-enriched uranium to fuel up to five Aurora reactors. The HALEU will be produced at Centrus’s American Centrifuge Plant in Pike County, Ohio. Deliveries are slated to start in 2029 to support Oklo’s planned 1.2 GW Aurora power campus in southern Ohio. The deal addresses the domestic HALEU shortage that has limited advanced nuclear deployment in the United States. The agreement also paves the way for a definitive contract that could include prepayments from Oklo. No advisors or financial terms were disclosed.

Analysis

Centrus will supply Oklo with high-assay low-enriched uranium (HALEU) for up to five Aurora reactors, with deliveries starting in 2029 to support Oklo's 1.2 GW Aurora power campus in southern Ohio. Oklo is a U.S.-based advanced fission power plant developer focused on designing, developing, and deploying microreactors and other advanced nuclear technologies. The HALEU will be produced at Centrus's American Centrifuge Plant in Pike County, Ohio. The agreement was announced on 2026-06-19 and paves the way for a definitive contract that could include prepayments from Oklo. The deal involves a capacity of 1.2 GW and is located in the United States.

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