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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

German Nuke Shutdown Draws Fire from All Sides

LCG, June 11, 2001A deal between German Chancellor Gerhard Schrder and the German electric industry to phase out nuclear generation in the country was to be signed in Berlin this afternoon, but was drawing fire from both pro-nuclear and anti-nuke interests this morning.

And in the middle, some said the nuclear shutdown would take so long to accomplish that sentiments could change before even one nuclear plant was decommissioned.

Pro-nuclear forces contend that Germany, Europe's most populous state and strongest economy, will be unable to meet its commitments under the 1997 Kyoto global warming accords without nuclear generation of electricity. The generation from the nuclear plants, which provide a third of Germany's electric power, would be replaced by coal- and natural gas-fueled conventional plants.

Anti-nuke activists oppose the deal because there is no hard and fast timetable for the shutdown program.

The agreement between Schrder and four nuclear generators was reached yesterday when the last of the companies, Eon, agreed to the now-watered-down terms.

Eon chairman Ulrich Hartman thinks future German governments will unwind the deal, pointing out that "nothing in life is irreversible." Hartman told the daily newspaper Die Welt "I'm sure that nuclear energy will still play an important role in the future."

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