The opportunity
Thanks for your interest in Oklo! We are searching for a Director of Market Analytics to join our team.
What you'll do
Own Oklo's long-term power market forecasting function across all target: geographies: capacity prices, energy prices, ancillary services, and carbon compliance costs
Develop and maintain market models covering AI datacenter load growth,: electrification, generation retirements, new build pipeline, and transmission constraints
Produce market assessments supporting site selection, development prioritization, and go/no-go decisions
Monitor and analyze ISO/RTO capacity market results, energy market dynamics, and grid planning studies
Provide market intelligence to support PPA negotiations: pricing benchmarks, contract structure norms, and counterparty credit analysis
Track federal and state energy policy: IRA Section 45U PTC, state clean energy standards, carbon markets, and capacity market rules
What they're looking for
- Monitor FERC rulemaking and RTO/ISO market design changes affecting Aurora: powerhouse siting and interconnection economics
- Produce quarterly market intelligence briefings for the VP of Origination, VP of Development, and board
- Lead comparative analysis of Oklo’s power offtake structures to maximize: company value across the development portfolio, evaluating: Build-Own-Transfer (BOT) arrangements with utilities or sovereign buyers; physical bilateral PPAs with corporate, utility, and government counterparties; Virtual PPAs (VPPAs) and financial contracts for difference (CfD) with creditworthy corporate offtakers; capacity market participation and merchant revenue strategies for unsold output; and hybrid structures combining elements of the above to optimize risk-adjusted project returns
- Develop and maintain a quantitative offtake structure comparison model: evaluating each structure across: NPV to Oklo, project finance bankability, revenue certainty vs. upside optionality, counterparty credit risk, regulatory complexity, and balance sheet impact — enabling the VP of Origination and CFO to make data-driven offtake strategy decisions at the project and portfolio level
