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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

Cross-County Cable Back in Service in New York State

LCG, July 1, 2002--An 18-mile cable linking substations in New York state's Westchester and Nassau Counties that failed over a month ago has been restored to service.

The cable is currently rated at 400 megawatts, in order not to risk another failure. The Y-50 cable had been rated at 600 megawatts before a section running beneath Long Island Sound cut transmission on May 18.

Long Island Power Authority will be able to withdraw 250 megawatts at Glenwood Landing, while Consolidated Edison's Queen service area will be entitled to 150 megawatts. The repairs to the cable were finished three weeks earlier than had been anticipated.
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