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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

Regulators Block Proposed 500 Megawatt Plant

LCG, Aug. 31, 2000A siting committee of the California Energy Commission has recommended that construction of a new 500 megawatt power plant proposed for the middle of a played-out 74-square mile oil field not be approved because the well water used for cooling might be suitable for drinking.

Never mind that there is no one in the middle of that oil field with an empty canteen and that the water might not be suitable for drinking, the committee wants to hold some more hearings on the power plant's water supply.

On August 2, California Gov. Gray Davis issued three executive orders in response to concerns over the state's electric system. In one of them, he imposed a 100-day limit on the permitting process for electric power plant construction proposals. He noted that no deadline existed at present and in some cases granting of a permit had taken more than a year.

The siting committee will hold a hearing on the water supply for the proposed Elk Hills power plant on September 14, in Sacramento.

In a separate case, another California Energy Commission siting committee has recommended approval of a proposal by Duke Energy Corp. to add 1,060 megawatts generating capacity to the Moss Landing power plant it purchased from Pacific Gas & Electric Co.

The new gas-fired, combined-cycle units Duke plans to install will be cooled by seawater. In its decision, the siting committee specified that Duke pay $7 million to make sure that fish weren't adversely affected by the use of their water.

In an editorial Tuesday, the Wall Street Journal observed that "not in by back yard," or NIMBY, has in California given way to BANANA, or "build absolutely nothing anywhere near anyone."

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