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Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Company Actually Fuels Them.

Centrus Energy has deals to fuel most SMR developers.

Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Company Actually Fuels Them.

Published October 4, 2026 · Category: Finance

Overview

Investors seeking to cash in on the global nuclear energy resurgence have focused on small modular reactor (SMR) upstarts Oklo (NYSE:OKLO) and NuScale. However, neither company can run one of their future reactors without fuel. That's where Centrus Energy (NYSE:LEU) comes into play, as it supplies the enriched uranium fuel that nuclear reactors need. Centrus recently announced a planned joint venture with Oklo to support growing demand for its specialized nuclear fuel.

Here's a closer look at this lower-risk way to invest in the country's nuclear energy renaissance.

Image source: Getty Images.

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Originally published at www.fool.com.

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