ToplineShares across the nuclear power industry surged Friday, following a report President Donald Trump planned to sign executive orders that would streamline construction of new reactors, as electricity output is expected to reach record highs in the U.S. over the next two years.An earlier report suggested the Trump administration would streamline a process for new nuclear ... More reactors.AFP via Getty ImagesKey FactsConstellation Energy, the largest nuclear operator in the U.S., rose by 3% by Friday af ...

会议分析了当前核电冷源生物灾害监测预警面临的挑战，强调要进一步开展水动力-生物生态耦合 研究，加强卫星遥感、声呐、人工智能、大数据分析等技术方法应用，并部署了2025年核心任务：完善 联防联动机制，强化数据共享和融合分析，形成可推广的核电冷源生态安全保障方法、经验；进一步发 展浮标监测技术，完善调查方法，形成标准规范，提升环境与生物信息监测效能；开展大范围生物基础 调查和典型冷源致灾生物全生命周期监测，探索开展产卵场、索饵场、越冬场及洄游通道"三场一通 道"研究，厘清生物种源和迁徙路径；迭代预警模型，提升预警时效性与准确性；复盘2024年海洋生物 暴发事件，结合水动力分析深挖数据价值，揭示暴发机理和规律；推进科研项目申报，深化致灾生物基 础研究和调查。 近日，南海滨海电厂海洋生态联合研究中心2024年度工作会议在广东台山核电基地召开。会议 以"深化冷源监测预警技术攻关，筑牢海洋生态安全防线"为主题，全面总结了2024年核电冷源生物灾害 监测预警工作进展与研究成果，深入探讨未来攻关方向及重点任务。台山核电、大亚湾核电、阳江核 电、惠州核电等企业，自然资源部南海生态中心、南海预报减灾中心、珠海海洋中心、深圳海洋中 ...

Core Insights - Oklo's stock surged 28.2% this week, outperforming the S&P 500 and Nasdaq-100, which rose 4.3% and 6.2% respectively [1] - The company reported a Q1 2025 loss of $0.07 per share, significantly better than Wall Street's expectation of a $0.10 loss, and a substantial improvement from a $4.79 loss in Q1 2024 [2] - Oklo reaffirmed its full-year guidance and is on track to launch its first commercial small modular reactor (SMR) by late 2027 or early 2028 [4] Financial Performance - The Q1 2025 loss of $0.07 per share represents a major year-over-year improvement from the previous year's loss of $4.79 per share [2] - The company maintained its full-year guidance, indicating confidence in its financial outlook [2] Strategic Developments - Oklo completed drilling at the site for its future Aurora reactor, validating the site as safe and suitable for construction [4] - The appointment of Pat Schweiger as chief technology officer (CTO) is expected to enhance the company's capabilities in power engineering [5] Industry Outlook - CEO Jacob DeWitte noted strong momentum in both the industry and political landscape, which is expected to positively influence the company's future [2] - The leadership change with the addition of Schweiger is seen as a strategic move to bolster Oklo's position in the advanced nuclear technology market [5]

Company Update 1Q 2025 1 1 Forward-looking statements ABOUT THIS PRESENTATION This presentation is provided by Oklo Inc. ("Oklo") for informational purposes only. The information contained herein does not purport to be all inclusive and no representations or warranties, express or implied, are given in, or in respect of, this presentation. To the fullest extent permitted by law, in no circumstances will Oklo or any of its subsidiaries, interest holders, affiliates, representatives, partners, directors, offi ...

RoPower Project & Commercialization - NuScale is progressing with the RoPower project in Doicești, Romania, with ongoing site preparations after the physical decommissioning of the coal plant[9] - Phase 2 of the Front-End Engineering Design (FEED) study is underway, scheduled for completion in Q4 2025, with a potential extension into Q1 2026, aiming for a final investment decision by late Q1 or early Q2 2026[9] - NuScale anticipates Standard Design Approval (SDA) to increase power output per module from 50 MWe to 77 MWe by July 2025[12] - The company expects to have a firm customer order by the end of 2025 and has invested in long-lead materials to manufacture twelve modules[12, 18] - NuScale is positioning for commercial deployment of its first NuScale Power Module™ in 2030[12] Supply Chain & Customer Interest - NuScale is actively engaging with suppliers, including pre-bid meetings with Doosan on an Upper Reactor Pressure Vessel (URPV) fabrication proposal and issuing a Preliminary Scheduled Delivery Date (PSDD) notification to Framatome for the initial core[17] - The company executed the Neutron Monitoring System (NMS) supply agreement with Paragon[17] - NuScale is in advanced dialogue with government officials and industries, including data centers, utilities, and coal plant operators transitioning to nuclear, in the U S and globally[20] - NuScale's technology can support commercial-scale industrial applications requiring over 200 metric tons of hydrogen per day and produce ~150 million gallons of clean water per day through reverse osmosis with one NuScale Power Module™[24] Financials - NuScale's revenue for Q1 2025 was $13.4 million[25] - The company's liquidity as of March 31, 2025, was $491.4 million[25] - Operating expenses have remained relatively flat since the beginning of 2024, with Q1 2025 operating expenses at $42.3 million[27]

Core Viewpoint - The nuclear power sector is experiencing a surge in stock prices due to potential policy changes aimed at accelerating the construction of new nuclear plants and reactivating older ones, which could lead to increased revenues and reduced costs for companies in this industry [2][3][8]. Group 1: Market Reaction - Shares of nuclear power producers Constellation Energy, Vistra, and Oklo saw significant gains, with Vistra leading at a 6% increase, followed by Constellation at 5.9%, and Oklo at 3.3% [2][4]. - The stock price movements may be influenced by broader investor enthusiasm following the Trump administration's announcement of a temporary lifting of tariffs on China [2]. Group 2: Policy Implications - The Trump administration plans to issue executive orders to expedite the construction of new nuclear power plants and reactivate existing ones, aiming for a "wholesale revision" of federal safety guidelines to reduce regulatory hurdles [3][7]. - The goal is to quadruple nuclear power generating capacity to 400 gigawatts by 2050, indicating substantial growth potential in the sector [6]. Group 3: Financial Outlook - The anticipated reduction in construction costs and increased sales could significantly enhance profits for companies like Constellation, Vistra, and Oklo [7][8]. - Recent nuclear reactors in the U.S. have faced cost overruns and delays, with construction costs being twice the initial estimates and taking seven years longer than planned, primarily due to regulatory challenges [7]. Group 4: Investment Considerations - Despite the positive outlook, the average time to build a nuclear power plant in the U.S. is 11 years, suggesting that any new projects may not be completed for several years, potentially impacting stock performance [9]. - Valuations of these stocks vary, with Vistra trading at 22 times earnings and expected to grow earnings by 21% over the next five years, while Constellation trades at 28 times earnings with lower growth expectations [10]. - Oklo, as a start-up, does not have a P/E ratio and does not pay dividends, making it a riskier investment compared to established companies [11].

Google made several headlines related to artificial intelligence (AI) this week. And, despite the stock’s performance, not all were negative.  Of course, the news of search losing preference to AI chatbots like ChatGPT amongst iPhone users grabbed the top story, and the Department of Justice continues to look into antitrust measures against the company’s ad tech business. However, the Alphabet Inc. NASDAQ: GOOGL subsidiary continues to spend heavily on AI infrastructure and recently entered an agreement wit ...

Constellation Energy Corporation’s (CEG) shares have declined 1.2% since its first-quarter 2025 earnings release on May 6. Earnings of $2.14 per share were in line with the Zacks Consensus Estimate. The bottom line increased 17.6% from the year-ago quarter’s level of $1.82.  (See the Zacks Earnings Calendar to stay ahead of market-making news.)The CEG stock closed at $270.59 on May 8. However, in the past six months, the company’s shares have gained 14% compared with the industry’s 3.8% rally. CEG has also ...

Net income of $27.2 million on $73.1 million in revenue, compared to a net loss of $6.1 million on $43.7 million in revenue in Q1 2024 Retired our higher-interest rate debt (8.25% Notes) at a redemption price equal to the principal of $74.3 million plus any accrued and unpaid interest, resulting in a gain of $11.8 million in Q1 2025 Consolidated cash balance of $653.0 million as of March 31, 2025BETHESDA, Md., May 7, 2025 /PRNewswire/ -- Centrus Energy Corp. (NYSE American: LEU) ("Centrus" or the "Company" ...

People take photos in front of a giant Google logo at Google's Bay View campus in Mountain View, California on Aug 13, 2024 where the "Made by Google" media event was held today. Nuclear developer Elementl Power said Wednesday it's signed an agreement with Google to develop three sites for advanced reactors. It's the latest example of tech giants teaming up with the nuclear industry in an effort to meet the vast energy needs of data centers. The company is currently technology agnostic, meaning it hasn't ye ...