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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

Senate to Vote on Hydroelectric Amendment

LCG, April 23, 2002-The United States Senate will vote on a proposal which may alter the hydropower licensing process.

Senators Benjamin Nelson, D-NE, Larry Craig, R-ID, and Gordon Smith, R-OR presented the amendment as a part of the larger energy bill currently making its way through Congress.

The hydroelectric industry does not like the current licensing procedure, contending that federal law favors environmental concerns over economic gains.

Current law gives federal agencies the ability to impose limitations in order to protect endangered species and wildlife habitat.

The Nelson amendment allows power companies to propose more economical ways to meet environmental standards. Beyond this, federal agencies would be forced to accept the power companys' proposals if they complied with environmental conditions and provided more electricity or cost less.

Nelson uses Central Nebraska Public Power District to exemplify his cause. Its Kingsley Dam project had to wait 14 years to finish being re-licensed, at a cost of $40 million.
Last year's energy bill includes all participants, such as Native American tribes, recreational interests, environmentalists, and the U.S. Fish and Wildlife Service, and lets all parties into the decision-making process at the same level. The Nelson amendment would give industry parties the advantage over other interests.

Nelson expects the Senate to vote on his measure this week.

Hydropower comprises between 8 and 12 percent of electric capacity in the U.S.

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