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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

Winston-Salem Plant on Drawing Board

LCG, July 2, 2002--CME North American Merchant Energy LLC last week announced plan to develop an 800-megawatt baseloaded, combined-cycle plant on the southern edge of Winston-Salem, N.C.

If air- and water-quality permits are granted, construction could begin near the end of 2003. Michael Casper, a site developer for CME, said "It is needed and with the shift from coal-fired to newer plants, it will benefit the area because there will be less emissions."

Construction would be expected to last from 18 to 24 months. The gas-fired plant would be sited within a 55-acre, industrial-zoned area.
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