11月4日,美国小型核反应堆创新公司Oklo Inc.(OKLO)盘中股价大跌14.31%,引发市场广泛关注。此前,美国联邦能源管理委员会(FERC)否决了一项允许亚马逊公司数据中心直接从宾夕法尼亚州核电站购买电力的协议。
今年3月,亚马逊网络服务公司曾向Talen Energy公司支付6.5亿美元,购买了毗邻宾州萨斯奎哈纳(Susquehanna)核电站的一个数据中心园区,并签署长期直购核电协议。但FERC以该协议可能会增加公众电费、影响电网可靠性为由做出否决决定。多家核电公司股价随之重挫。
作为专注于小型模块化核反应堆研发的新兴公司,Oklo的估值也在这一事件中遭受重创。分析人士认为,FERC此举加剧了市场对核电行业监管政策的不确定性,阻碍了行业发展。尽管与Oklo实际业务无直接关系,但投资者在宏观氛围影响下,纷纷抛售该公司股票。Oklo市值一度蒸发近5亿美元。
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