Oklo NRC License Paves Way For Isotope Sales
Oklo NRC license allows Atomic Alchemy to sell isotopes and DOE approved an NSDA for Aurora-INL, and earnings after the close could prompt repositioning.
KEY TAKEAWAYS
- Atomic Alchemy received an NRC materials license authorizing handling and sales, including up to 2 Curies of Ra-226.
- DOE approved a Nuclear Safety Design Agreement for Aurora-INL under the Reactor Pilot Program.
- Oklo will release full-year 2025 results after market close March 17, 2026, with a 5:00 p.m. ET call.
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Oklo Inc. said on March 17, 2026, that its Atomic Alchemy unit received a U.S. Nuclear Regulatory Commission (NRC) materials license authorizing handling and distribution of isotopes, enabling initial commercial sales. On the same day, the U.S. Department of Energy (DOE) approved a safety-design agreement for Oklo’s Aurora-INL fast-fission powerhouse. The company will report full-year 2025 results after the market close.
NRC License Enables Initial Isotope Sales
Oklo said in a press release that its subsidiary Atomic Alchemy received the NRC materials license after review and an onsite inspection of the Idaho Radiochemistry Laboratory in Idaho Falls. The license authorizes receipt, possession, use, storage, chemical and mechanical processing, repackaging, manufacturing, and distribution of isotope materials, including up to 2 Curies of radium-226 and sealed calibration and test sources of cobalt-60 and americium-241.
This first NRC license permits Oklo to begin commercial isotope production and sales from the Idaho facility. The company said the license supports domestic supply for medical uses such as targeted alpha therapy, research, advanced manufacturing, and national security applications. It also allows processing of disused radium sources into feedstock. Oklo CEO Jacob DeWitte said, "Demand for critical isotopes is rising, but U.S. supply remains limited."
DOE Approval Advances Aurora-INL Development
Oklo said the DOE Idaho Operations Office approved a Nuclear Safety Design Agreement (NSDA) for the Aurora-INL fast-fission powerhouse under the Reactor Pilot Program. The company also signed an Other Transaction Agreement establishing the program structure and has requested DOE review of its Preliminary Documented Safety Analysis.
Aurora-INL is supported by the Aurora Fuel Fabrication Facility (A3F) at Idaho National Laboratory. DOE approved the A3F NSDA in November 2025 and its Preliminary Documented Safety Analysis in December 2025 under the Advanced Nuclear Fuel Line Pilot Program. The program will use fuel secured from the Experimental Breeder Reactor II in 2019. Oklo plans to pursue NRC commercial licensing for Aurora-INL after advancing under the DOE pilot framework.
Earnings Release and Strategic Outlook
Oklo said it will release full-year 2025 financial results after the market close on March 17, 2026, followed by a conference call at 5:00 p.m. ET with CEO Jacob DeWitte and CFO Craig Bealmear.
The company said operating experience at the Idaho Radiochemistry Laboratory will guide processes for a planned multi-reactor isotope foundry. This facility will feature up to four Versatile Isotope Production Reactor (VIPR) systems, each about 15 megawatts thermal and light-water-cooled pool-type, designed to produce isotopes for medical, industrial, space, and defense applications.
The press materials noted risks including regulatory uncertainties, financing needs, fuel access, supply-chain constraints, and competition. No specific financial guidance was provided.
The NRC license establishes an early commercial foothold for isotope production, while the DOE Reactor Pilot Program offers a stepwise, safety-focused path for Aurora-INL ahead of NRC commercial licensing.
