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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

AES to Restart Two Retired Southern Cal Units

LCG, May 15, 2001AES Corp. said yesterday that its Huntington Beach, Calif. plant had received the green light from the California Energy Commission to begin rebuilding two retired natural gas-fired electric generation units that will add 450 megawatts of new power in California.

The two units, built shortly after World War II, were retired in 1995 by Southern California Edison Co. the former owner of the Huntington Beach plant. The reconstruction will upgrade and improve the reliability of old boilers, replace obsolete controls, and install "state-of-the-art" emissions controls, AES said.

Ed Blackford, president and site manager of AES Huntington Beach, said "Not only will these unitsbe on line in time to address California's urgent need for electricity this summer, but the state-of-the-art modifications will make this plant one of the cleanest gas-fired plants in California."

Mark Woodruff, president of AES Southland, added "Not only will this project bring more clean electricity to California, it will also help lower electricity prices."

AES is one of the "biggest snakes on the planet earth" accused by California Gov. Gray Davis of price gouging.

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