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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

AEP Restarts Cook Unit 1 Nuclear Plant

LCG, Dec. 18, 2000--American Electric Power Co. Inc.'s 1,020 megawatt Cook Unit 1 nuclear power plant was restarted at 5:00 a.m. CST this morning, the company said, and at noon plant engineers and operators were completing tests before increasing power.

Once the reactor reaches about 9 percent power, the output of the generator will be connected tothe AEP transmission grid, the company said. Ascension to full power includes several hold points for additional system checks and tests, but if progress continues at the current pace, the unit should reach full power before the end of the year, AEP said confidently.

Last week, Bob Powers, AEP senior vice president for nuclear generation, said "There's always the potential that emergent maintenance items could impact the schedule, but if our progress continues at the current pace, we'll beat our first quarter 2001 projection."

Now, with the restart behind them, Cook's operators are planning to have the unit at 100 percent of capacity by New Year's Eve.

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