Core Insights - Oklo's stock has surged 500% in 2025, with a notable 51.6% increase in September alone, driven by favorable market conditions and government support for nuclear energy [1][2][6] Company Developments - Oklo is developing modular nuclear power plants named Aurora, which are designed to provide steady, affordable, and clean energy [2] - The company has secured fuel supply agreements with the U.S. Department of Energy (DOE) and was selected for the DOE's reactor pilot program, marking significant milestones in its growth [6][8] - In September, Oklo broke ground on its first Aurora power plant at Idaho National Laboratory, further solidifying its position in the nuclear energy sector [6] Industry Context - The U.S. government, under President Donald Trump, is actively promoting the revival of the nuclear energy industry through executive orders aimed at restarting existing plants and building new reactors [4][9] - The signing of the Technology Prosperity Deal (TPD) with the U.K. focuses on fast-tracking nuclear energy projects, with both nations committing billions to enhance nuclear site licensing and reduce reliance on Russian nuclear fuel by 2028 [5] - Oklo is viewed as a key beneficiary of this renewed focus on nuclear energy, alongside other companies involved in developing small, modular reactors [6][8]