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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

Department of Interior Approves Cape Wind Project

LCG, April 30, 2010--The U.S. Department of Interior Wednesday approved the Cape Wind offshore wind project proposed for Nantucket Sound off the coast of Massachusetts. The project developer, Cape Wind, has pursued government approval since 2001 and completed State and local permitting in 2009.

The 468-MW wind project will include 130 wind turbines and will connect to the power grid via a 66.5-mile, buried submarine transmission cable system. The project developer plans to commence construction by the end of the year.

The Department of Interior will require additional measures to minimize the potential adverse impacts, such as changing the design and configuration of the wind turbines to diminish the visual effects and to conduct additional seabed surveys to ensure submerged archaeological resources are protected. Revisions include reducing the number of turbines from 170 to 130 and moving the wind farm further from Nantucket Island. The turbines will be painted off-white to reduce contrast with the sea and sky yet remain visible to birds.

Approval for the Cape Wind project is still needed from the Federal Aviation Administration, as the turbines may interfere with tower-to-aircraft transmissions.

On March 31, Cape Wind announced that it had entered into an agreement with Siemens to supply 130 3.6-MW turbines for its offshore wind farm.
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