Ohio

• Ohio Clean Energy CampusOklo · Fission · Ohio · 1,200 MWDEVELOPMENT~By 2034

• AI data-center demand → clean firm power deals → first-of-a-kind plants

  STEP 4/5 · WATCH Advanced nuclear gets anchor customersBuyers fund development and commit to output from first units.

  STEP 5/5 · AT RISK Risk: data-center demand forecasts fallLater phases and options depend on load growth continuing; watch hyperscaler capex guidance.

Critical inputs

UraniumZirconium

Policy that applies

• Russian uranium import ban: waiver periodWAIVERS UNTIL 2028
• 45Y / 48E: all other clean power and storageACTIVE
• 45U: existing nuclearACTIVE
• DOE adds helium to the Critical Material ListIN EFFECT
• DOE Energy Dominance Financing: 10 large reactorsCONDITIONAL OFFERS
• DOE Energy Dominance Financing: Constellation and AlliantANNOUNCED

• SB106 Regulate the ownership of electric vehicle charging stationsGeothermal, Nuclear · Sep 23, 2026 · Effective
• SB219 Revise the law governing oil and gas wellsGeothermal · Sep 23, 2026 · Effective
• SB294 Declare the state's energy siting policyNuclear · Jun 16, 2026 · Introduced
• HB862 Permit electric distribution utility to operate nuclear facilityGeothermal, Nuclear · May 13, 2026 · Referred to committee: Energy
• SB383 Regards portable solar generation devicesGeothermal, Nuclear · Mar 25, 2026 · Referred to committee: Energy
• SB103 Allow alternative rate plans for certain natural gas companiesGeothermal, Nuclear · Mar 20, 2026 · Effective
• HB736 Enact the Ohio Fusion Energy Advancement ActFusion · Mar 18, 2026 · Referred to committee: Energy

• Advanced Energy Fund GrantProvides $250,000 to $1 million grants to Ohio businesses, nonprofits, and public entities for energy efficiency and advanced energy projects, such as combined heat and power and cogeneration; the FY27 round closed August 31, 2026.grant · $250,000 to $1,000,000 per award
• Energy Loan FundProvides low-interest financing through the Ohio Development Services Agency to small businesses, manufacturers, nonprofits, and public entities for energy efficiency and renewable-energy projects; geothermal eligibility is reported by secondary sources but not confirmed on the agency page.loan · Geothermal
• Hydrogen blending infrastructure cost recovery (2025 budget)Allows PUCO to include certain natural gas utility charges that enable connections to hydrogen facilities that blend hydrogen into natural gas, letting utilities recover those costs from ratepayers.other · Hydrogen
• JobsOhio Energy Opportunity InitiativeA five-year, $100 million JobsOhio fund offering grants and low-interest loans for small modular reactor siting, SMR manufacturing attraction, and related nuclear and gas generation projects.grant · Nuclear · $100 million over five years
• Ohio Alternative Energy (Renewable) Portfolio Standard, ORC 4928.64