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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

Bruce Unit Restart Expected This Month

LCG, August 16, 2002--According to Bruce Power, one of four nuclear generating units in Ontario shut down between 1995 and 1998 is likely to be brought into operation again this month.

Of two groups of units making up the Bruce generation station, Bruce A and Bruce B, only the four Bruce B units, started in 1995 through 1998, have been operating recently. Of these, the 860-megawatt Bruce 6 was taken off line in March for significant maintenance activity. The plant is located between Kincardine and Saugeen Shores, next to Lake Huron, with Toronto approximately 165 miles to the southeast.

No mention was made about which of the 825-megawatt units might be restarted. Bruce Power, which is the majority owner of the plant, is a unit of British Energy plc. Cameco Corp. has a 15 percent ownership stake. Approximately 5 percent is owned by unions whose members work at the plants, the Power Workers' Union and The Society of Energy Professionals.
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