NuScale Power and Oklo Eye Lunar Nuclear Opportunity Amid Artemis Program Ambitions

Nuclear energy stocks have surged in 2025, fueled by strategic collaborations and regulatory tailwinds. Small modular reactor (SMR) developers NuScale Power and Oklo stand at the forefront of a groundbreaking opportunity—powering NASA's lunar ambitions.

The space agency plans to deploy a 100-kilowatt fission reactor on the Moon by 2030 as part of the Artemis program. Acting NASA administrator Sean Duffy confirmed the initiative during a recent press briefing, though specific reactor technologies remain undisclosed. SMRs emerge as a natural fit for the mission's power requirements.

Artemis 3's 2027 crewed lunar landing will pave the way for sustained human presence, creating demand for reliable energy solutions. This extraterrestrial pivot could unlock new revenue streams for nuclear innovators while accelerating terrestrial SMR adoption.