Oklo Shares Plunge 4.86% on $900M Volume as Nuclear Fuel Collaboration with Lightbridge Targets Plutonium Repurposing Ranking 99th in Market Activity

On August 14, 2025, Oklo (OKLO) closed down 4.86% with a trading volume of $900 million, ranking 99th in market activity. The decline follows strategic developments in nuclear fuel collaboration. Lightbridge Corporation and Oklo have initiated a joint effort to co-locate fuel fabrication facilities, aiming to advance commercial production of advanced nuclear fuels using repurposed plutonium. The partnership aligns with recent executive orders prioritizing U.S. nuclear energy expansion, specifically directives for processing surplus plutonium into reactor fuel. Oklo’s Aurora Powerhouse project, a liquid metal-cooled fast reactor, remains central to its commercialization roadmap, supported by prior DOE approvals for safety design and site permits.

Oklo’s collaboration with Lightbridge underscores its focus on integrating advanced fuel recycling technologies with fast fission power plant development. The proposed co-located facility would serve as a joint R&D hub for both fast and light water reactor fuels, leveraging legacy materials to enhance supply chain resilience. Oklo’s CEO emphasized the initiative’s role in accelerating near-term fuel availability, while Lightbridge highlighted synergies in modernizing nuclear fuel cycles. The partnership builds on Oklo’s existing DOE collaborations and its status as the first company to secure a site permit for a commercial advanced fission plant.

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