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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

Reliant in 4-year Power Supply Deal with Co-ops

LCG, Oct. 13, 2000--Reliant Energy Inc. said in a news release yesterday that an unregulated subsidiary has signed a four year contract worth more than $300 million to supply electricity to five distribution cooperatives in Northeast Texas.

Under the contract, Reliant Energy Wholesale Group will begin next May to supply power to Rayburn Country Electric Cooperative, which is headquartered in Rockwall, Texas, just east of Dallas. John Kirkland, a spokesman for the co-op, said Reliant would replace Constellation Energy Group Inc. as supplier.

The Rayburn Country co-op will in turn resell the electricity and services to its five members, distribution co-ops serving more than 120,000 customers in 16 small Texas counties. The local cooperatives are Fannin County Electric Cooperative, FEC Electric Cooperative, Grayson-Collin Electric Cooperative, Lamar County Electric Cooperative, and Trinity Valley Electric Cooperative.

Joe Bob Perkins, president and chief operating officer of the Reliant unit, said "This is a customized, 'full-requirements' package, which includes providing Rayburn more than 450megawatts of firm power, ancillary, and energy services including risk-management products."

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