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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

Search for Missing Fuel Rods at Vermont Nuclear Plant

LCG, Apr. 23, 2004--Officials at the Vermont Yankee nuclear reactor, as well as representatives of the Nuclear Regulatory Commission, are involved in searching for two small but highly radioactive spent fuel rods that had been stored in a pool reserved for such rods.

The owner of the Yankee plant, Entergy Corp., issued a statement saying, "Vermont Yankee has an extensive system of radiation monitors and, due to the radioactive nature of the material, the segments could not have been inadvertently removed from the pool in anything other than a container specifically designed... to contain radioactive material." Anyone exposed to the rods without the benefit of a form of shielding would experience a fatal amount of radiation.

According to records, the rods were put into the pool in 1979, after being put into a stainless steel container. A similar situation ended in a nuclear plant in Connecticut being fined $288,000; the misplaced fuel did not surface. Vermont Gov. James Douglas spoke with the NRC's head, and called the misplacement of the rods "intolerable." The rods, which have the thickness of about a pencil, could conceivably be used to make a "dirty bomb."
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