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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

Williams Plans Big Expansion of Western Pipeline

LCG, March 23, 2001The Williams Cos. said yesterday that it plans to add 900 million cubic feet per day of transmission capacity on a 926-mile natural gas pipeline that moves gas from Wyoming to markets in Utah, Nevada and California.

Williams' Kern River Transmission pipeline currently has a capacity of about 700 million cubic feet per day. The additional capacity is scheduled to be available by May 2003.

Last fall, Williams held an "open season" for the project that is, it sought expressions of interest in purchasing capacity on the proposed line.

"We knew that demand was strong," said Kirk Morgan, Kern River director for business development. "However, the response was even greater than we anticipated. There is tremendous demand for natural gas to fuel new electric generation facilities in California and Nevada. This expansion provides shippers with an economically attractive opportunity to secure additional firm year-round transportation."

Williams said it would file an application for the $1 billion project with the Federal Energy Regulatory Commission in June. The company must also negotiate rights of way and secure environmental and regulatory approvals in the states the pipeline crosses.

"Shippers are seeking more access to natural gas from Rocky Mountain basins, where producersare aggressively stepping up production," Morgan said. "Kern River is in the right place at the right time to help bring that production to market."

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