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商业化进程有望加速!美国核监管机构启动Oklo(OKLO.US)持证运营商报告审查
智通财经网· 2025-06-10 13:22
Core Viewpoint - Oklo is making significant progress in establishing a regulatory foundation for a faster licensing path to support its broader commercialization goals, as the U.S. Nuclear Regulatory Commission (NRC) has begun reviewing the company's licensed operator report [1] Group 1: Regulatory Progress - The NRC's review follows Oklo's recent entry into the first phase of the NRC's preparatory assessment for its combined license application, which, once approved, will allow Oklo to operate the Aurora power station [1] - Oklo's CEO, Jacob DeWitte, emphasized the simplification of the deployment path by integrating design, construction, and operation into a single application [1] Group 2: Analyst Insights - Seaport Global analyst Jeff Campbell upgraded Oklo's stock rating from "neutral" to "buy," setting a target price of $71, citing confidence in the company's growth prospects [1] - Campbell noted that Oklo's project is progressing well and has received some technical approvals, expressing confidence in the recently appointed Chief Technology Officer, Pat Schweiger, who has significant experience in nuclear fusion work [2] Group 3: Key Success Factors - Campbell highlighted that securing fuel is crucial for Oklo's success, mentioning that the company has completed drilling assessments at the Idaho National Laboratory (INL) site and has finalized a memorandum of cooperation with the U.S. Department of Energy [2] - Oklo has also signed an Interface Agreement with INL, further solidifying its operational framework [2]