Sources
Every figure in this thesis links to primary sources: SEC filings, NRC documents, official press releases, and earnings transcripts. Click any link to verify.
AI Power Demand & Hyperscaler Activity
NRC & Regulatory Documentation
Nuclear Economics & Construction History
HALEU Supply Chain
- GovDOE HALEU Availability ProgramSec 6
- PressCentrus 900 kg HALEU Delivery (June 2025)Sec 6
- GovDOE $2.7B Enrichment Task Orders (Jan 2026)Sec 6
- GovProhibiting Russian Uranium Imports Act (May 2024)Sec 6
- PressTerraPower Natrium HALEU Requirements (15-20 MT first core)Sec 6
- PressOKLO/Hexium/TerraPower AVLIS Collaboration (June 2025)Sec 6
- PressCentrus Contract Extension (June 2025)Sec 6
- RefOKLO Aurora INL HALEU Access (5-10 MT)Sec 6
Workforce & Labor
- GovDOE: 3 Workforce Trends in Nuclear Energy in 2025Sec 7
- GovDOE U.S. Energy & Employment Report (USEER)Sec 7
- NRCNRC: Backgrounder on Reactor Operator LicensingSec 7
- DataBLS: Nuclear Engineers Occupational OutlookSec 7
- GovGAO: NRC Needs Additional Actions to Prepare to License Advanced ReactorsSec 7
- GovCRS: U.S. Nuclear Plant Shutdowns, State Interventions, and Policy ConcernsSec 7
OKLO Inc.OKLO
- SECOKLO Form 10-Q: Cash position, operating expensesSec 8, 10
- SECOKLO Form 4: Insider transactions (DeWitte/Cochran $500M+ cumulative sales)Sec 9, 10
- SECJacob DeWitte Form 4 (Dec 22, 2025): $69M sale via GRATsSec 10
- SECJacob DeWitte Form 4 (Jan 7-8, 2026): $32M saleSec 10
- SECCaroline Cochran Form 4 (Jan 7-8, 2026): $32M saleSec 10
- SECOKLO Form S-3: $1.5B ATM program registrationSec 8, 10
- SECOKLO 8-K: Aurora Phase 1 readiness, project updatesSec 5, 10