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I see Oklo as one of the promising yet risky growth stories in the energy sector. The company positions itself with its vertical approach – from fuel fabrication to recycling – as a complete solution for the renaissance of the U.S. nuclear industry. Particularly advantageous seems to be the privileged access to enriched uranium from the Idaho National Laboratory, which should provide Oklo with a significant competitive edge. The planned Aurora facility by the end of 2027 and the own fuel fabrication plant make the company independent from problematic...
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