Oklo Inc. Partners with Korea Hydro & Nuclear Power on Advanced Nuclear Project

Oklo Inc., a company listed on the New York Stock Exchange in the Utilities sector, has recently made headlines with its strategic partnership with Korea Hydro & Nuclear Power (KHNP). On May 27, 2025, Oklo announced a memorandum of understanding (MOU) with KHNP to collaborate on advanced nuclear technology projects. This partnership aims to enhance the development and deployment of small modular reactors (SMRs), positioning both companies as key players in the global advanced nuclear technology market.

Market Reaction and Analyst Insights

The news of Oklo’s collaboration with KHNP has been met with positive market reactions. Following the announcement, Oklo’s stock surged by over 23% on May 23, 2025, closing at $48.87. This increase is attributed to the broader context of U.S. President Donald Trump’s executive orders, which aim to significantly expand nuclear energy in the United States. Analysts, including those from Wedbush, have responded favorably, raising Oklo’s price target to $55 and maintaining an Outperform rating.

Strategic Implications

The partnership with KHNP is a strategic move for Oklo, aligning with the company’s focus on advancing SMR technology. This collaboration is expected to leverage KHNP’s expertise and resources, facilitating the development and commercialization of next-generation nuclear solutions. The move is timely, given the U.S. administration’s push to enhance nuclear energy capabilities, which is likely to drive demand for innovative nuclear technologies.

Broader Industry Trends

Oklo’s recent developments are part of a larger trend in the nuclear energy sector, which is experiencing a resurgence under the current U.S. administration. President Trump’s executive orders have set the stage for a significant expansion of nuclear energy, with a focus on small modular reactors. This policy shift is expected to benefit companies like Oklo, NuScale Energy, and Centrus Energy, which are well-positioned to capitalize on the growing demand for advanced nuclear solutions.

Conclusion

Oklo Inc.’s partnership with Korea Hydro & Nuclear Power marks a significant step forward in the company’s mission to advance nuclear technology. With strong market support and favorable policy conditions, Oklo is poised to play a pivotal role in the future of nuclear energy. Investors and industry observers will be closely watching the progress of this collaboration and its impact on the broader nuclear energy landscape.