Oklo Advances Nuclear Technology with Fast-Spectrum Plutonium Criticality Experiments

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Oklo Inc. (NYSE: OKLO) announced a significant technical milestone in its advanced nuclear technology roadmap through a series of multi-day fast-spectrum plutonium criticality experiments conducted in partnership with Los Alamos National Laboratory (LANL).

This work took place at the U.S. Department of Energy’s National Criticality Experiments Research Center (NCERC) and represents the first public demonstration of key physics measurements supporting Oklo’s Pluto reactor project, a fast reactor selected under the DOE’s Reactor Pilot Program.

Experiment Overview

Over several days, Oklo and LANL researchers carried out controlled criticality tests using a fast-spectrum assembly. By taking the system to critical conditions and then adjusting power and temperature, the team captured detailed reactivity feedback and power-response data. Notably, as conditions shifted, the reactor exhibited negative reactivity feedback, causing it to safely shut down — an important demonstration of inherent safety characteristics in plutonium-fueled fast reactors.

The experimental campaign generated modern benchmark measurements in fast-spectrum configurations, providing valuable data to inform the design and safety basis of Oklo’s Pluto project and future systems.

Strategic Partnership and Technical Merit

LANL, a leader in plutonium science and national nuclear research, served as a key collaborator by providing materials and technical expertise. The results of this partnership lay the groundwork for qualifying surplus plutonium — much of which is held by the U.S. government — as a potential fuel source for advanced commercial reactors.

Using what has historically been categorized as legacy inventory, this initiative could transform surplus plutonium into what Oklo describes as “bridge fuel” for advanced reactors, helping to repurpose existing material into productive energy assets.

Implications for Oklo’s Reactor Portfolio

The Pluto project itself is intended as a fast test reactor that will inform later deployment stages. Data from these experiments enhances confidence in Pluto’s design assumptions and supports a broader vision of commercializing fast neutron reactor technology.

In Oklo’s longer-term product line—such as its planned Aurora powerhouses, which aim to generate electricity for the U.S. grid—the lessons learned from these experiments could influence fuel strategies and operational protocols that emphasize safety and efficiency.

Market and Industry Context

Oklo’s announcement arrives amid heightened investor interest in nuclear technology firms, particularly those advancing innovations in reactor design and fuel cycles. Nuclear power is increasingly seen as a clean, reliable complement to renewable energy sources, especially given rising electricity demand from data-intensive sectors like AI and cloud computing.

The collaboration with a national laboratory strengthens Oklo’s technical credibility and could enhance its standing with regulators and potential partners as it moves toward commercialization.

Looking Ahead

This experimental milestone signals progress on multiple fronts: validating advanced reactor physics, building relationships with national research institutions, and advancing the strategic reuse of surplus plutonium as reactor fuel. For Oklo and its investors, the data generated could play a pivotal role in de-risking future reactor deployment and tightening the integration between advanced nuclear technology and national energy policy.

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