Oklo (OKLO) investor relations material

Investment highlights and business model

• Utilizes advanced fast reactor technology to reduce complexity, costs, and construction time, enabling scalable nuclear deployment.

• Vertically integrated across power, fuel recycling, and isotopes for recurring revenue and cash flow.

• Large, validated customer pipeline spans data centers, utilities, oil and gas, and industrial sectors.

• Tailored licensing pathways leverage DOE and NRC processes for efficient asset deployment.

Technology and operational progress

• Aurora powerhouses use proven sodium fast reactor technology, offering 75 MW modules with inherent safety and rapid installation.

• Built on decades of validated EBR-II operating experience, reducing risk and streamlining licensing.

• Major projects underway: Aurora-INL (Idaho), Aurora-Ohio (1.2 GW campus with Meta), and Eielson Air Force Base (AK).

• Advanced fuel fabrication and recycling facilities in development, including the Tennessee Advanced Fuel Center.

Regulatory and policy environment

• U.S. policy now supports nuclear expansion, with executive orders, tax credits, and $2.7B in federal funding for HALEU and enrichment.

• NRC modernization and DOE authorization pathways accelerate deployment and reduce regulatory barriers.

• Oklo leverages both DOE and NRC licensing for different assets, optimizing speed to market.