OKLO:
- Focus: Microreactors for distributed energy applications, particularly for remote and off-grid data centers.
- Technology: Liquid-metal-cooled fast reactors.
- Fuel: High assay low-enriched uranium (HALEU).
- Advantages: Small size, long refueling cycles (up to 10 years), and environmental friendliness.
- Market: Focuses on providing power to specific needs, such as AI/computing, rather than large-scale grid power.
SMR (NuScale):
- Focus: Small modular reactors for various energy applications.
- Technology: Light-water reactors (LWR).
- Advantages: Modular design allows for economies of scale and shorter construction times.
- Market: Targets both large-scale grid power and other applications.
NNE (Nano Nuclear Energy):
- Focus: Nuclear fuel supply and the development of advanced nuclear technology.
- Technology: Develops advanced nuclear fuel and reactor technologies.
- Market: Supplies fuel to nuclear power plants and develops new technologies for nuclear energy.
Key Differences:
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OKLO focuses on microreactors, SMR on LWRs, and NNE on fuel and technology development.
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OKLO targets specific applications, SMR a broader range of energy needs, and NNE focuses on fuel and technology.
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Analysts predict that Oklo and NNE may not be profitable until later in the decade (2029 and 2031 respectively), while SMR is expected to be profitable earlier.
In summary: OKLO, SMR, and NNE represent different approaches to the nuclear power industry. OKLO focuses on smaller, more modular reactors for specific applications, SMR on SMRs for various applications, and NNE on fuel and technology development.
