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Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Company Actually Fuels Them.

The Motley Fool | Oct 4, 2026 10:37 AM EDT

Investors seeking to cash in on the global nuclear energy resurgence have focused on small modular reactor (SMR) upstarts Oklo (NYSE:OKLO) and NuScale . However, neither company can run one of their future reactors without fuel. That's where Centrus Energy (NYSE:LEU) comes into play, as it supplies the enriched uranium fuel that nuclear reactors need. Centrus recently announced a planned joint venture with Oklo to support growing demand for its specialized nuclear fuel. Here's a closer look at this lower-risk way to invest in the country's nuclear energy renaissance. Image source: Getty Images. Continue reading

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