Six US nuclear energy stocks advanced supply chain and deployment milestones during the week of Nov 5–6. Oklo (OKLO.US) secured domestic forging capacity for Aurora reactors starting 2030, Centrus Energy (LEU.US) began commercial HALEU production with DOE-authorized equipment on Nov 5, NuScale Power (SMR.US) finalized reactor component manufacturing with Doosan Enerbility, Fluor (FLR.US) won X-energy's engineering contract on Nov 5, Constellation Energy (CEG.US) received up to $5 billion in conditional DOE financing for capacity expansion, and BWX Technologies (BWXT.US) obtained a Fort Campbell micro-reactor contract under the $2.2 billion Janus program. These developments reflect the US nuclear sector's transition from regulatory approval to manufacturing execution and capital deployment.
Oklo Secures Domestic Forging Capacity for Aurora Reactors Through 2035
On Nov 6, Oklo announced a strategic manufacturing agreement with U.S. Forged Rings, Inc. to reserve domestic large-forging capacity for future Aurora reactor units. The agreement covers reactor pressure vessels, upper heads, and support structures, with first deliveries scheduled for 2030 and arrangements extending to 2035. The partnership addresses supply chain readiness for Oklo's reactor deployment timeline.
Centrus Energy Begins Commercial HALEU Production with DOE-Authorized Equipment
On Nov 5, Centrus Energy stated during its earnings call that it has started producing high-assay low-enriched uranium (HALEU) for the commercial market using a 16-centrifuge demonstration cascade system. The US Department of Energy has authorized this equipment for commercial use. This marks the company's transition from planning to active supply operations.
NuScale Power Finalizes 77MWe Reactor Cooling System Manufacturing Agreement
NuScale Power signed a manufacturing agreement with Doosan Enerbility for the upper reactor cooling system of its 77MWe unit, corresponding to the standardized NuScale Power Module product line. The 77MWe design received approval from the US Nuclear Regulatory Commission (NRC) in May 2025. The agreement advances the company's progression from design certification to supply manufacturing.
Fluor Wins X-energy Engineering Contract for 320MWe Cascade Facility
On Nov 5, Fluor was selected by X-energy to provide nuclear island engineering, design, and project management services for the Cascade Advanced Energy Facility in Washington State. The project's first phase will deploy four Xe-100 reactors with a combined capacity of 320MWe. The contract extends X-energy's regulatory progress into engineering execution and supply chain preparation.
Constellation Energy Receives Up to $5 Billion DOE Financing for Nuclear Capacity Expansion
The US Department of Energy has provided Constellation Energy with up to $5 billion in conditional financing support for expanding capacity at existing nuclear assets. The company is evaluating a 200MW capacity increase at the Salem nuclear plant with PSEG Power. Constellation's near-term focus is on uprating existing facilities rather than constructing new reactors.
BWX Technologies Awarded Fort Campbell Micro-Reactor Contract Under Janus Program
BWX Technologies secured a contract from the US Army to deploy a micro-reactor at Fort Campbell as part of the $2.2 billion Janus program. The project is advancing toward a construction target of late 2028. This represents a concrete deployment milestone for micro-reactors in military applications.
FAQ
What did Oklo announce on Nov 6 regarding Aurora reactor manufacturing?
Oklo announced a strategic manufacturing agreement with U.S. Forged Rings, Inc. on Nov 6 to reserve domestic large-forging capacity for Aurora reactor units. The agreement covers reactor pressure vessels, upper heads, and support structures, with first deliveries scheduled for 2030 and arrangements extending to 2035.
When did Centrus Energy begin commercial HALEU production?
Centrus Energy began producing high-assay low-enriched uranium (HALEU) for the commercial market on Nov 5 using a 16-centrifuge demonstration cascade system authorized by the US Department of Energy for commercial use.
How much conditional financing did Constellation Energy receive from the DOE?
Constellation Energy received up to $5 billion in conditional financing support from the US Department of Energy for expanding capacity at existing nuclear assets.
