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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

Con Ed to Fire Up 50-Year-Old Smoke-Belching Power Plant

LCG, May 2, 2001--Consolidated Edison Co. of New York plans to restart the most polluting power plant in the Big Apple, a small generator in Brooklyn, and state regulators, eager to increase the city's power supply, have tentatively agreed to let it resume operation without an environmental review, the New York Times reported this morning.

The plant, a long-idle unit of the Hudson Avenue Generating Station near the Brooklyn Navy Yard, was built 50 years ago and not only burns fuel oil, it burns the oil with equipment designed before a thought was given to pollution and emissions.

Restarting the unit reflects a tightrope that New York is walking in its attempt to avoid summer power blackouts like those that will surely affect California. "The reason that we want to restart the plant is the power situation in the city," said Peter Lanahan, vice president for environmental health and safety at Con Edison, citing warnings of possible power shortages this summer or next.

When demand for electricity rose last summer, electric bills surged, and state regulators have warned of more price spikes and possible blackouts and brownouts this summer. The new York Power Authority is installing 10 small, 44 megawatt generators in spots around New York City and another on Long Island, but has been fighting environmentalists' lawsuits all the way.

Those mini-plants are modern combustion turbines burning natural gas, and are among the cleanest generation equipment available. The Hudson Avenue unit can produce 60 megawatts of power and, according to federal and state data, produces more pollution, per pound of fuel burned or per megawatt-hour of power produced that any other power plant in New York City.

There will be lawsuits.

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