Centrus and Oklo Cut HALEU Deal: Scrambling to Break Russia's Nuclear Stranglehold

Centrus Energy and Oklo have signed a non-binding Letter of Intent for domestic HALEU supply starting in 2029, sparking a broad rally in nuclear equities. While the establishment media touts this as a clean energy victory, the underlying reality is a frantic, multi-billion-dollar scramble to replace Russian dominance over the specialized fuel required for next-generation AI data center power.