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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

DOE Issues Grid Study

LCG, May 9, 2002-The U.S. Department of Energy has submitted its electricity transmission study, originally called for by the White House.

Released by Secretary of Energy Spencer Abraham, the study supports the Federal Energy Regulatory Commission (FERC) in its plan to divide the country into Regional Transmission Organizations (RTOs), which would be responsible for reliability. Likened to the public highways, RTO's are intended to make electricity easy to trade across state lines by the formation of a national grid.

The report includes cooperative regional transmission siting forums, which would have FERC, DOE, and state authorities design transmission line siting rules. It calls for Congress to mandate power grid reliability standards and suggests that transmission investment be "merchant" projects, which would reportedly result in no risk to ratepayers.

The DOE also wants Congress to give FERC limited federal eminent-domain authority in siting new transmission lines and says that savings from their transmission plans would be significant because national transmission would avoid bottlenecks that cost hundreds of millions of dollars a year. DOE's report attributed an estimated $500 million in combined savings to eliminating transmission limitations in California, Mid-Atlantic PJM Interconnection, New York, and New England.

The study also suggests promoting technologies like superconductors.

Abraham said the timing of the study, which was ordered a year ago, was not intended to coincide with the current energy bills pending in the House and Senate.

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