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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

US to Employ Soviet Nuclear Scientists in Kazakhstan

LCG, Jan. 31, 2002--Hundreds of former Soviet scientists and engineers are expected to process uranium concentrates at a defunct Soviet weapons plant in Kazakhstan.

The U.S. government hopes that the project will lower the possibility of the Soviets' finding employment in "rogue nations." The Ulba Metallurgical Plant in Oskemen will receive shipments of concentrates from a U.S. company, Global Nuclear Fuel, LLC, which is a joint venture of General Electric Co., Hitachi Ltd., and Toshiba Corp. Additional funding above the initial $3 million will come from the U.S. Energy department, which will provide $1.2 million.

Low-enriched uranium will be obtained through a patented process, and then shipped to North Carolina, where the uranium will be made into nuclear fuel rods for U.S. plants.

U.S. Energy Secretary Spencer Abraham announced at a news conference that the project will "become a reliable source for U.S. fuel production and will play an important new part in our global nonproliferation efforts." Kazakhstan is a former Soviet republic that became independent in 1991.
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