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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

NRC, Northeast to Talk Over Minor Millstone Violation

LCG, Nov. 27, 2000--The Nuclear Regulatory Commission said Friday its staff will meet with officials of Northeast Nuclear Energy Company tomorrow for a regulatory conference to discuss a finding of low to moderate safety significance identified during a recent inspection at the Millstone Unit 2 nuclear power plant.

The NRC has characterized the inspection finding as a potentially "white" finding, which means low to moderate safety significance though additional inspection may be called for. "White" is not so good as "green" but is a whole lot better than "yellow." "Red" would put a plant on the old "watch list," which has been discontinued in favor of the color scheme.

The NRC said the finding at Millstone involved a turbine-driven auxiliary feedwater pump, one of three pumps that supplies water to the steam generators if the normal feedwater pumps are lost. Theturbine-driven pump is also designed to operate for events involving a loss of electrical power.

NRC inspectors determined that Northeast failed to take prompt and comprehensive corrective actions in August, after the pump exhibited erratic operation during a surveillance test. During the next test on September 20, operators determined that the pump was unable to perform its function.

It was determined that the pump failure in September was related to the problem identified in August, which was not corrected at that time. The agency said the failure has preliminarily been characterized as "white" because of the pump's importance in mitigating plant events.

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