For years, the federal authorities has been working on turning old, unexploded warheads left over from the Cold War into a gas for next-generation nuclear energy vegetation. Now, a vital new deal within the works might permit 5 non-public companies to entry weapons-grade plutonium for the primary time — and convert it into electrical energy.
The Energy Department introduced Tuesday it had chosen superior nuclear firm Oklo Inc, in addition to 4 different companies, to start “advanced negotiations” over whether or not the companies might entry its Surplus Plutonium Utilization Program, in accordance to a spokesperson for the division’s workplace of Nuclear Energy. The negotiations aren’t but finalized.
DOE’s program might “help companies unlock the next level of private funding to broaden domestic nuclear fuel supplies, spur innovation on American recycling technologies, and unlock private sector funding to fuel the nation’s nuclear renaissance,” principal deputy assistant secretary of nuclear energy Mike Goff mentioned in a assertion.
A possible plutonium deal with the Trump administration, if profitable, could possibly be a main step ahead for superior nuclear companies constructing small modular reactors, that are racing to get hold of gas for his or her power-making operations. But it might additionally spur considerations about nuclear proliferation, and the US cracking the door open for different international locations to do the identical.
“The transfer of weapons-usable plutonium to private industry would increase the risk of nuclear weapons proliferation, including to rogue states or terrorists,” a September letter from Democratic Sen. Ed Markey of Massachusetts and Reps. Don Beyer of Virginia and John Garamendi of California reads. “The United States cannot effectively discourage other countries from using plutonium for civil purposes if we use it ourselves.”
Small modular nuclear reactors require much less repairs and bodily house than the present fleet of hulking and growing older nuclear energy vegetation within the US. Some superior nuclear companies are backed by massive tech; there’s a big demand for his or her future energy, as synthetic intelligence vastly will increase US electrical energy demand.
However, their present bottleneck is gas.
Advanced nuclear reactors require a extra energy-dense and highly-enriched uranium in contrast to typical reactors. And till Russia launched its battle with Ukraine in 2022, it had been the first provider of enriched uranium to the US.
Companies like Oklo see US plutonium stockpiles as a key ingredient to getting next-generation reactors fueled shortly, whereas different home enrichment capabilities within the US work to scale up. Oklo has been working with the Energy Department’s Los Alamos National Laboratory — the unique web site of the Manhattan Project — to run experiments testing its reactor know-how.
“Fuel supply constraints are a key throttle to advanced reactor development,” mentioned Oklo co-founder and CEO Jacob DeWitte in a assertion. DeWitte mentioned the DOE program might “create a pathway” to use further plutonium “as bridge fuel for advanced reactors to bring more reactors online sooner.”

In addition to Oklo, DOE chosen companies Exodys Energy, SHINE, Standard Nuclear and Flibe Energy to enter into superior negotiations on its plutonium program.
Prior to pursuing a technique of repurposing previous plutonium for nuclear energy gas, the Biden administration’s Energy Department and National Nuclear Security Administration had been pursuing a totally different technique — looking for to dilute and bury the plutonium deep underground in New Mexico.
But throughout each the Biden and Trump administrations, scientists and energy officers have been looking for methods to remodel numerous components of US nuclear stockpile into energy. At NNSA services, nuclear scientists have been making superior reactor gas — a course of that creates a molten soup of weapons-grade uranium mixed with low-enriched uranium, all blended in a large, metallic cauldron heated to round 2,500 levels Fahrenheit.
In addition to this federal program, numerous non-public companies within the US are working to rebuild uranium enrichment capabilities.
In a 2024 interview with NCS, Goff described the search inside DOE for appropriate nuclear gas for superior reactors as a “couch cushion exercise,” in different phrases, trying excessive and low for something that would get companies gas extra shortly.
“Fuel access is one of the hardest problems in the advanced reactor industry right now, and it’s a problem of chemistry and infrastructure as much as policy,” mentioned Greg Piefer, founder and CEO of SHINE, one of many companies chosen by DOE, which focuses on recycling used nuclear gas. “Turning surplus material that’s been sitting in storage into fuel for the next generation of reactors is exactly the kind of problem we built SHINE to solve.”