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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

Enron to Build 215 Megawatt Colorado Plant

LCG, Sept. 21, 2000A subsidiary of Enron Corp. will build a $100 million, 215 megawatt power plant south of Colorado Springs, Colo. to sell electricity to the former Public Service Co. of Colorado, which wants to add generating capacity around the state, the Colorado Springs Gazette reported this morning.

Public Service Co. of Colorado is now Xcel Energy Inc., or a part thereof. It had become New Century Energies Inc. when it merged with Southwestern Public Service Co. Now that New Centuries has been folded into Northern States Power Co., it's Xcel. People in Colorado still think of it as Public Service Co.

Earlier this year, the Denver office of Xcel estimated that Colorado would need enough power for another 1.6 million households, on top of the 2.5 million already served by Public Service Co. The company put out a request for proposals asking for bids on 1,500 megawatts of new generation.

Enron North America Corp. successfully offered to build the four-turbine, 215 megawatt natural gas-fired plant near an existing substation six miles from Colorado Springs' municipal power plant, which is fueled by coal.

Wilexco Inc., an Englewood, Colo. company, was another successful bidder, and plans to build an 83 megawatt power plant not far from the Enron facility, if it can get the necessary permits. Getting permits for the Wilexco plant may not be easy because the fuel will be tires, like those Firestones that Ford dealers are throwing away.

Enron expects its plant to be operation by next June, according to Eric Thode, director of public relations for Enron North America. Output from the plant will be sold to Xcel on a 10-year contract, after which the facility could be run as a merchant plant if Colorado deregulates its electric industry and allows competition.

The plant is not being built with that in mind, according to Thode. "This plant is being built for the deal as it currently exists. This deal makes sense because this deal makes sense, period."

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