Energy Transition

Advanced Nuclear Goes Public | Old Science Makes a Comeback

byCarson Kearl

This past week two companies in the advanced reactor space went public. Oklo Inc. (NYSE: OKLO) and Nano Nuclear (NASDAQ: NNE) had mixed opening days, with OKLO seeing nearly a 50% price drop from opening and NNE trading up well above its initial offering price opening day. NNE is developing two reactor designs for remote deployment, while OKLO has signed a letter of intent to supply FANG with its design to support oilfield electrification efforts.

Key public and private investors in these technologies are a who’s who of tech giants and industrial powerhouses. Bill Gates (TerraPower), Sam Altman (OKLO), Nucor (NuScale) and Dow (X-energy) are all heavily invested in the success of this technology to help decarbonize their businesses. More on developments in the space here

Unlike today’s reactor fleet, Generation IV reactors operate at much higher temperatures, some reaching over 900 Celsius. The success of those technologies would be massively impactful for heavy industry and mining where heat input is the greatest barrier to decarbonization, developing nations and remote communities. With so many of these designs being actively pursued across the globe, we believe it is a matter of when, not if, players in the space begin to flourish.

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Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. EIR is registered with the U.S. Securities and Exchange Commission as a foreign investment adviser. Click here to learn more.

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Carson Kearl

As an Analyst on the Energy Transition Research team at Enverus, Carson is the lead on data centers and advanced energy technologies. He was previously an analyst on the macro team and has additional experience advising large industrial consumers on their energy consumption. His education in economics at the University of Alberta focused on industrial organization and power markets.

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