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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

New England Power Plants There When Needed, ISO Says

LCG, Jan. 15, 2001ISO New England Inc., the manager of the transmission grid in much of the U.S. Northeast, said on Friday that it is conducting a study on power plant availability in its region and so far the operators of generating units appear to be responding well.

The study, which is expected to be completed in late March, is focusing on what are the drivers for unit outages including the impact of market operations, age, environmental retrofits and other factors, the ISO said.

ISO New England said it has observed that since the wholesale electricity marketplace opened to competition in May 1999, generating units have been responsive to ISO requests and made aggressive efforts to be available to meet peak demand.

The study indicates that power producers conduct maintenance when plants are not likely to be needed, generally during seasonal off-peak periods in the spring and fall.

In addition, ISO New England said it has noted that during short-term peak demand periods that occur during the spring or fall, or when a generator suddenly trips off-line and is unavailable, generators and their operators work vigorously to have the generating units online, maintain system reliability and meet the needs of New England's electricity consumers.

Other observations include that during peak demand summer and winter months, when the weatheris more temperate than forecasted, generators may conduct spot, or short-term maintenance outages, in order to prepare for days when demand is high.

ISO New England said it will post the study on the World Wide Web when it is complete.

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