Centrus Energy has signed multiple multi-year agreements to supply high-assay low-enriched uranium (HALEU) to advanced nuclear developer Oklo, adding a customer commitment to its planned expansion of U.S. enrichment capacity. The contracts include prepayments for future fuel deliveries, with shipments scheduled to begin in 2029 from Centrus’ American Centrifuge Plant in Ohio.
The fuel is intended to support Oklo’s planned Ohio power campus, which is expected to include multiple Aurora reactors and has been linked to a power agreement with Meta. The deal also covers fuel for future Aurora deployments and later refueling of Oklo’s Idaho project.
Key details
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Fuel for up to five reactors: The agreements provide enough HALEU to support as many as five Aurora powerhouses for multiple years. The fuel will serve the first phase of Oklo’s planned 1.2-gigawatt Ohio campus, as well as future Aurora projects and a later refueling of the Aurora-INL.
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Deliveries are planned for 2029: Centrus expects to supply the fuel from its American Centrifuge Plant in Piketon, Ohio. The agreements formalize a letter of intent the companies signed in June 2026.
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Prepayments support Centrus’ expansion: Oklo will make prepayments for future fuel deliveries, helping fund the buildout of new U.S. enrichment capacity. The amount of the prepayments and the specific fuel volumes and pricing were not provided.
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Meta’s role is through Oklo’s power project: Meta has agreed to prepay for future power production from Oklo. That support is helping Oklo advance fuel procurement for its Ohio campus; the fuel agreements themselves are between Oklo and Centrus.
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Centrus cites $5.4 billion in customer commitments: Across customers and its new capacity, Centrus says it has secured $5.4 billion in contracts and commitments to purchase low-enriched uranium and HALEU. That figure is not identified as the value of the Oklo agreements alone.
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The contracts add demand as Centrus scales production: Centrus says it has begun shipping its first new centrifuge as part of its domestic enrichment expansion. The company says it has assembled a supply chain for commercial and national-security markets.
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The projects are expected to support regional employment: The companies say the linked Ohio fuel, reactor and power projects could support thousands of direct and indirect jobs at full buildout. That estimate applies to the broader effort, not solely to Centrus’ fuel contract.
What changes
The agreements give Oklo a defined source of HALEU for planned deployments and provide Centrus with customer prepayments and a longer-term purchase commitment. They connect Oklo’s reactor plans to Centrus’ Ohio enrichment expansion, while the 2029 delivery start means the fuel supply is scheduled to begin several years from now.