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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 Sues TVA Over Pollution Controls

LCG, May 23, 2002--The Environmental Protection Agency argued before a three-judge panel on Tuesday that the Tennessee Valley Authority broke the law by not installing pollution control equipment at its coal-fired plants.

According to EPA attorneys, such equipment should have been installed when coal plants' output capacity was increased. The TVA, which serves customers in seven Southeastern states, told the panel that the EPA's argument that it violated the Clean Air Act over the past 20 years was based on that agency's rewriting the rules well after the passage of the original law.

The EPA asked that a federal order issued to the TVA to bring about compliance with the Clean Air Act be upheld. A Department of Justice lawyer speaking for the EPA, J. Steven Rogers, said, "TVA basically ignored the law, like most of the industry." Harriet A. Cooper, arguing for the TVA, cited $2.5 billion the publicly owned utility had spent on pollution reduction at its plants, and said that a ruling against it would lead to fewer pollution controls being installed, and cause it to have to raise its rates. The work done at its plants constituted maintenance, not major upgrades, and therefore did not require pollution control equipment installation, she said.

A ruling is expected this summer. Approximately a dozen similar cases are underway against utilities providing service in the South and Midwest.
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