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Oklo and Siemens Energy Sign Agreement to Accelerate Power Conversion System for New SMR in Idaho

LCG, November 19, 2025--Oklo Inc. and Siemens Energy announced today that the parties have signed a binding contract for the design and delivery of the power conversion system for Oklo’s Aurora-INL (Idaho National Laboratory) nuclear small modular reactor (SMR). The agreement authorizes Siemens Energy to begin engineering and design work to expedite procurement of long-lead components and to initiate the manufacturing process for the power conversion system. Oklo’s expertise in advanced fission technology will be combined with Siemens Energy’s extensive industry experience with steam turbine and generator systems, with the ultimate goal of generating carbon-free, reliable electricity.

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NERC's New Winter Reliability Assessment Raises Concerns for Elevated Risk of Insufficient Supplies to Meet Demand in Extreme Operating Conditions

LCG, November 19, 2025--NERC yesterday released its 2025–2026 Winter Reliability Assessment (WRA), which concludes "much of North America is again at an elevated risk of having insufficient energy supplies to meet demand in extreme operating conditions." The WRA does state that resources are adequate for normal winter peak demand, but extended, wide-area cold snaps will be challenging.

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Industry News

Duke Energy Renewables to Install 200-MW Wind Project in Texas

LCG, April 12, 2019--Duke Energy Renewables, a commercial business unit of Duke Energy, yesterday announced it will build, own and operate the Mesteño Wind Project, located in southern Texas. The power generated by the 200-MW project will be sold into the ERCOT market, and Duke Energy Renewables will enter into a long-term hedge agreement covering the majority of the expected wind energy production. Construction has commenced, and the project is scheduled for completion by year-end.

The Mesteño Wind Project will include 56 3.6-MW wind turbines supplied by Vestas. Turbine heights will reach 590.5 feet to increase power generation. Amshore US Wind provided development support for the project, and Wanzek Construction is the contractor. The project will be Duke Energy Renewables' fourth wind generation facility in Starr County.

The president of Vestas' sales and service division in the United States and Canada stated, "We're pleased to expand our tall tower technology and V136-3.6 MW platform. The combination of taller towers and V136-3.6 MW technology is perfectly designed to extract the abundant resource at the site, and deliver low-cost, reliable energy to the community and customer."

Duke Energy Renewables' states that this project will increase its U.S. wind capacity to over 2,500 MW.
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