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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

Ohio Consumers' Counsel Sues Defaulting Gas Supplier

LCG, Dec. 11, 2000--The Ohio Consumers' Counsel filed a lawsuit Friday charging D&L Gas Marketing, a natural gas supplier based in Youngstown, with breaching its contracts with more than 4,500 customers in the Columbia Gas of Ohio customer choice program.

In late July and early August, D&L sent a letter to each of its 4,500 customers giving notice that as of November 1 the company would withdraw as a natural gas supplier from the Columbia Gaschoice program. Customers, who had enrolled under a 12-month service contract, were given 90days to switch to another natural gas supplier or be returned to Columbia Gas at its higher regulatedrate.

But under the terms and conditions of D&L's contract, the company was allowed to terminate service with a customer only at the end of the initial 12-month contract term or if a customer failed to make payments, the Consumers' Counsel charged.

Customers of D&L had contracts with fixed rates between $0.37 per ccf and $0.48 per ccf.Customers who did not select another supplier were returned to Columbia Gas and were subject toits November 1 rate of $0.74 per ccf, the consumers advocate said.

"D&L's actions have caused financial harm to its customers. As the residential utility advocate the OCC is determined to see that all affected customers receive the compensation they deserve," saidRobert S. Tongren, the Ohio Consumers' Counsel.

"We cannot allow someone to jeopardize the economic democracy that this choice program hasprovided Ohio consumers," he added. "Too many people have worked too hard to make Ohio's program a national model. We are taking this action now to maintain the integrity of the choice program."

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