$Oklo Inc (OKLO.US)$[Share Link: Oklo to Start Building Firs...
$Oklo Inc (OKLO.US)$ Oklo to Start Building First Small Modular Reactors in 2027 | OilPrice.com interesting development trajectory. Long shot, long term hold. Smaller capex of 70mil for a smaller 15MW plant, greater distribution benefit. Touts a LCOE between 80~130/MWh. A bit high in comparison, averages a high 101.84 down to 28.18( i'm no expert, may be inaccurate interpretation):
iea.org/data-an...
iea.org/data-an...
![$Oklo Inc (OKLO.US)$[Share Link: Oklo to Start Building First Small Modular Reactors in 2027 | OilPrice.com] interesting development trajectory. Long shot, long...](https://sgsnsimg.moomoo.com/sns_client_feed/101625629/20240714/8352a36bb796f2aab9fdb112b684cdc4.jpg/big?area=104&is_public=true)
lazard.com/medi... more LCOE resource
Make no mistake, the world is sleep walking into an AI driven economy where investment and resources in electricity is lacking:
The Next AI Trade | ZeroHedge
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dk moo : great read
PokaiTrader OP : AI EV = Can Utilities Generate Enough Power? - AI EV = Can Utilities Generate Enough Power?https://gabelli.com/funds/insights/8f23951e-f7fc-46ec-83cc-55d10e05b965
…Excellent and highly detailed analysis of the subject matter. Powering the explosion of Ai Data Centers
PokaiTrader OP : This resource fro Goldman Sachs GS:
https://d28lcup14p4e72.cloudfront.net/273862/8722933/Goldman%20-%20Power%20Up%20America%20-%20March%2031%202024%20(1).pdf
cloudfront.net/...
Ai
Power Up USA
GSENEPOW
GSTMTDAT