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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

EPA to Propose Tighter Power Plant Emission Rules

LCG, Sept. 7, 2001--The U.S. Environmental Protection Agency will propose lowering limits on three main pollutants from power plants in its plan to expand an emissions trading system for utilities, Bloomberg news service reported yesterday.

Jeffrey Holmstead, assistant EPA administrator for air and radiation, told Bloomberg that the new limits on sulfur dioxide, nitrogen oxide and mercury haven't been settled as the EPA tries to address Department of Energy officials' concerns about the economic impact on electric utilities.

"These levels will be achievable, they will not be economically disruptive, but they will be substantially below the levels that are emitted today," Holmstead said.

EPA Administrator Christie Whitman will submit legislation this month to expand a system begun in 1990 that lets utilities sell or buy credits to release sulfur dioxide, a byproduct of burning coal and other fossil fuels that causes acid rain. The new trading system would include nitrogen oxide and mercury as well as sulphur dioxide, but would not include carbon dioxide, the "greenhouse gas," which the Bush administration has said would be too costly to regulate.

"From the perception of the utilities, I think what this does is give them certainty," Holmstead said of the trading credits legislation. "They know what the regulatory requirements are going to be, rather than have a number of uncoordinated programs come along piecemeal over a number of years."

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