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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

Sempra Announces Expansion Plans for Mesquite Solar Complex in Arizona

LCG, September 16, 2015--Sempra U.S. Gas & Power announced Monday its planned 100-MW expansion of the Mesquite Solar complex in Arizona. Southern California Edison has agreed to purchase all of the power generated from the expansion under a 20-year power purchase agreement (PPA), which is subject to approval by the California Public Utilities Commission (CPUC). The project, Mesquite Solar 2, is scheduled to be completed in late 2016.

The Mesquite Solar complex is located on a 4,000-acre site approximately 60 miles west of Phoenix, Arizona. Construction on Mesquite Solar 2 is scheduled to commence this fall. The first phase of the project, Mesquite Solar 1, is a 150-MW photovoltaic (PV) facility that is a joint venture between Sempra and Consolidated Edison Development. The initial phase began commercial operation in January in 2013 and is equipped with 800,000 Suntech multi-crystalline solar panels using Pluto cell technology. The output is purchased by Pacific Gas & Electric (PG&E) under a 20-year PPA. The third phase, Mesquite Solar 3, was announced by Sempra Energy last month and will be a 150-MW expansion scheduled to be completed by the end of 2016. The Mesquite Solar 3 project output will be delivered to 14 Navy and Marine Corps installations in California. By 2017, the total installed capacity of the Mesquite Solar complex will be 400 MW.

The president of renewables for Sempra U.S. Gas & Power stated, "We are pleased to support Southern California Edison's commitment to diversify its growing renewable energy portfolio through the development of Mesquite Solar 2. The expansion of our landmark Mesquite Solar complex reflects the progressive vision and leadership by the state of Arizona and Maricopa County, and we look forward to delivering a new supply of clean, emission-free energy to California consumers."
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