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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

DTE Plans New Reactor at Fermi Nuclear Power Plant

LCG, February 14, 2007--DTE Energy announced Monday that it is preparing a license application to construct and operate a nuclear power plant that would be sited near the existing Fermi 2 reactor in Michigan. DTE stated that it is pursuing the plan given the long lead time associated with developing such a facility and that it has not fully committed to build the plant at this time.

DTE anticipates filing its application with the Nuclear Regulatory Commission (NRC) toward the latter part of 2008, which would meet the application submittal schedule criteria for receiving financial incentives included in the Energy Policy Act of 2005.

The new reactor may cost $3 billion and provide up to 1,500 MW of baseload capacity. The existing Fermi 2 reactor commenced operations in 1988 and has an electric generating capacity of 1,100 MW.

One of the factors influencing DTE's decision to pursue the development of another reactor is the lack of emissions associated with nuclear power.
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