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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

FPL to Build 160 Megawatt West Texas Wind Farm

LCG, July 20, 2000--TXU Electric & Gas Co. said yesterday it had selected FPL Energy, the independent power production subsidiary of FPL Group Inc., to build a 160 megawatt West Texas wind farm as part of a "green power" requirement in the Texas electric deregulation act.

Costs of the project were not disclosed, nor were federal and state subsidies, or the amount of Texas real estate needed for the wind farm.

FPL Energy will build, own and operate 242 wind turbines in West Texas. Each wind turbine stands 166-feet tall and weighs a total of 143,000 pounds. The fiberglass blades are 76-feet long. Construction is scheduled to begin late this year with the first power deliveries to TXU commencing in the summer of next year.

"This project will be a major addition to our use of wind energy, and it clearly solidifies TXUElectric as a renewable energy leader in America," said Steve Philley, TXU vice president for energy supply. "As one of the largest purchases of wind power in North America, this is a landmarkagreement in the renewable energy industry."

FPL Energy said it currently operates wind farms in five states, with 974 megawatts of capacity and a net FPL Energy ownership of 587 megawatts. The company also owns a 1,000 megawatt gas-fired power plant that occupies a few acres in Paris, Texas.

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