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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

Newsmakers

David Helwig, most recently ComEd executive vice president of operations, was recently appointed president and chief operating officer for InfraSource, an Exelon subsidiary based in Morton, Pa. He has managed all areas of the ComEd transmission and distribution system, and has over two decades of experience in line, engineering and services areas for PECO Energy, as well as General Electric Nuclear Energy's global services.

Robert Fishman, senior vice president at Calpine Corp. has been selected to lead Calpine's GE LM6000 combustion gas turbine peaker program. He will oversee development, engineering and construction of 15 peaking turbines located at sites throughout Northern California. Fishman has also been president of PB Power, part of the Parsons Brinckerhoff group of companies. He has nearly three deacdes of experience in project development, management and facilities engineering.

Secretary of Energy Spencer Abraham has reappointedRufus D. Gladney to the National PetroleumCouncil. Gladney serves as ConsumerEnergy's executive manager of business servicesand was appointed to the council last year.

Michael W. Rencheck will become senior vicepresident of engineering and region operations forAEP Pro Serv, Inc., a subsidiary of AmericanElectric Power. Rencheck entered AEP as vicepresident-nuclear engineering of the Cook NuclearPlant in Bridgman, Michigan.

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