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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

Supreme Court Rules EPA Can Overrule States

LCG, Jan. 21, 2004--A dispute before the Supreme Court over construction of a diesel power plant that had been approved by the state of Alaska, but that was blocked by the Environmental Protection Agency, was decided in favor of the federal agency as part of its enforcement of the Clean Air Act.

The Ninth U.S. Circuit Court of Appeals had previously ruled that the decision of the EPA to prevent the Teck Cominco mining company from adding a new diesel generator at the Red Dog Mine was within its "ultimate authority" in such regulatory actions governing emissions. Writing for the majority, Justice Ruth Bader Ginsburg said that the agency holds "supervisory authority over the reasonableness of state permitting."

The narrow majority (the decision was 5-4) found that the EPA had not issued a ruling beyond what the scope of the law covers. Justice Anthony Kennedy, in the dissenting opinion, wrote that he believed the majority's ruling was in conflict with the Clean Air Act, administrative law and "principles that preserve the integrity of states in our federal system."
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