미주연 리포트

ALCC 알트씨에퀴지션, Oklo 오클로

주삼부칠 2024. 4. 14. 15:03

4월 8일, 오클로와 다이아몬드백스와의 20년 장기 전력공급 LOI 체결로 급등 후 바로 하락. LOI가 정식 계약은 아니라 주가 상승이 단기에 그침


 

 

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Oklo Inc. (“Oklo”), a fast fission clean power technology and nuclear fuel recycling company, announces an agreement with Diamondback Energy Inc. (“Diamondback”) (NASDAQ: FANG), the largest independent producer headquartered in the shale-oil region to collaborate on a long-term Power Purchase Agreement (“PPA”).

Oklo's Aurora powerhouse (Image: Gensler)

 

The LOI signed by Diamondback outlines its intent to enter into a 20-year PPA with Oklo. The proposed agreement focuses on engaging Oklo’s Aurora powerhouses to supply reliable and emission-free electricity to Diamondback’s operations in the Permian Basin. According to the terms of the LOI, Oklo intends to license, build, and operate powerhouses capable of generating 50 MW of electric power to Diamondback E&P LLC, a wholly owned subsidiary of Diamondback near Midland, Texas.

 

The LOI outlines options to renew and extend the potential PPA for an additional 20-year term. Oklo’s powerhouse designs are intended to be able to operate for 40 years, and because of Oklo’s design-build-own-operate business model, potential customers like Diamondback are expected to be able to purchase power without complex ownership issues or other capital requirements.

 

“By developing and providing a low-cost, high-reliability, and emission-free energy source, Oklo is poised to help meet the growing energy requirements of operators like Diamondback,” added DeWitte. The collaboration between Oklo and Diamondback represents a significant step towards emissions reductions and supporting national energy security by providing reliable access to electricity to power domestic energy operations.

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