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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 Disappoint Watchdog in First Energy Case

LCG, Sept. 14, 2000The Public utilities Commission of Ohio has reaffirmed its approval of the "transition plan" proffered by First Energy Corp., and in doing so has upset a local watchdog group which says it will go to court.

Among the things that Citizen Power doesn't like is a provision in First Energy's plan that allows the company to count its affiliate First Energy Services as a competitive supplier, which makes it easier for the company to achieve a 20 percent threshold for customers switching electricity providers.

The reason Citizen Power doesn't like that provision is its beneficial (to the company) effect on stranded cost recovery. The regulators dismissed the watchdog's complaint on that issue saying if the legislature had intended to preclude switches to an affiliate of a utility it would have said so.

The order also rejected Citizen Power's arguments that First Energy should not be allowed toexclude nearby suppliers' access to 1,120 megawatts of generation capacity, and that First Energy must give up control of the transmission lines to an independent operator before competition starts.

David Hughes, executive director of Citizen Power, complained "PUCO failed to respond (positively) to a single argument we made on these important issues."

Harvey Reiter, the watchdog's lawyer, said "Citizen Power does not believe PUCO's orders are logically supportable and it intends to go to court."

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