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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

NuStart Announces Finalist Sites for the Development of New Nuclear Reactors

LCG, September 23, 2005-- NuStart Energy Development, LLC yesterday announced that its two finalist sites for the development of new nuclear reactors are Grand Gulf Nuclear Station in Port Gibson, Mississippi and Bellefonte Nuclear Plant near Scottsboro, Alabama.

NuStart was founded in 2004 to further the development of new nuclear reactors in the United States and includes Exelon, Entergy, Southern Company, Constellation, Duke Energy, the Tennessee Valley Authority, Florida Power & Light, Progress Energy, EDF International, and two reactor vendors, GE and Westinghouse Electric.

Last May, NuStart identified a short-list of six sites for developing new nuclear reactors. With the two finalist sites now identified, NuStart plans to prepare applications to the Nuclear Regulatory Commission (NRC) for combined construction and operating licenses (COL). One application will be for a General Electric (GE) Economic Simplified Boiling Water Reactor (ESBWR) and one application will be for a Westinghouse Advanced Passive 1000 reactor. Grand Gulf, owned by Entergy Nuclear, is designated for the GE reactor design. Bellefonte, owned by the Tennessee Valley Authority (TVA), will be used for the Westinghouse design.

NuStart expects to start detailed studies on the two reactor designs in order to submit applications for the COLs by late 2007 or early 2008, with the potential for completion of a project in 2015.

One of the NuStart members, Constellation Energy, announced earlier this month that it has formed a joint venture with AREVA Inc. to develop and sell new nuclear power plants in the United States. The plants will be based upon AREVA's 1,600-MW European pressurized water reactor (EPR) that is currently being deployed in Europe. Bechtel Power Corporation will support the venture with its expertise as an architect-engineer and constructor. Constellation stated that, although it would continue to support the NuStart effort financially, it has selected AREVA's nuclear technology instead of the technologies selected by the NuStart.

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