Nuclear Stocks Surge on Trump Reactor Approval Plans
Tyler Durden

President Donald Trump is expected to sign executive orders as early as Friday to boost the nuclear energy industry by streamlining reactor approvals and reinforcing fuel supply chains, Reuters reported on Thursday afternoon.

Four sources familiar with the matter told Reuters that the forthcoming orders aim to simplify the regulatory process for approving new nuclear reactors and to strengthen nuclear fuel supply chains amid mounting concerns over U.S. dependence on foreign suppliers.

The news sent nuclear stocks soaring in the after hours session, with names like NuScale and Oklo up 13% and 17%, respectively. 

As we noted less than a week ago, both names are moving forward with SMR permitting and plans. Sam Altman-backed Oklo says it is navigating what CEO Jacob DeWitte calls “good uncertainty” as potential Trump administration executive orders could accelerate Nuclear Regulatory Commission (NRC) licensing, expand military and Department of Energy (DOE) nuclear roles, and boost U.S. nuclear fuel supply chains, according to UtilityDive.

On Oklo’s Q1 2025 earnings call, DeWitte confirmed the company is engaged in a “pre-application readiness assessment” with the NRC, aiming to smooth its formal license submission for a newly upsized 75-MW reactor design in Q4 2025. The company still targets late 2027 or early 2028 for first power production at its Idaho National Laboratory (INL) site.

DeWitte noted the recent departure of OpenAI CEO Sam Altman as Oklo board chair removes a potential conflict of interest should OpenAI become a future power customer. Oklo already holds about 14 GW in nonbinding agreements with data centers and industrial operators.

The White House is weighing four nuclear-related executive orders, including directives to overhaul NRC licensing with an 18-month deadline for new applications, reconsider radiation exposure limits, and authorize military and DOE property for reactor deployments—potentially bypassing standard NRC approvals.

These efforts aim to boost U.S. nuclear capacity to 400 GW by 2050, up from about 100 GW today. While the NRC is already implementing changes from last year’s ADVANCE Act, further reforms could shorten Oklo’s expected 24- to 30-month licensing timeline.

The UtilityDive report says that Zero Hedge favorite Oklo is also among eight companies eligible for the military’s Advanced Nuclear Power for Installations program, enabling on-base reactor deployments. It’s developing nuclear fuel fabrication facilities capable of reusing spent fuel that would otherwise sit in long-term storage.

Meanwhile, as we noted on X this evening, OKLO is now up 9x since Jim Cramer said "I can't even look at it" back in October 2024. 

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