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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

Davis Says He'll Have 5,000 New Megawatts by July

LCG, Feb. 9, 2001California Gov. Gray Davis, in a news conference held at the construction site of a 545 megawatt power plant, said yesterday he would have 5,000 megawatts of new generation on line by July of this year and another 15,000 by July of 2004.

The new power plants were only part of a package of executive orders signed by the governor yesterday. In addition to directing regulators to speed up the licensing process for new plants something he ordered last fall with little effect he directed the California Air Resources Board to set up an emissions credit scheme that would allow merchant plant operators to pay into a fund in order to keep their plants running. Money in the fund would be used to install pollution mitigation equipment.

Not everyone was happy with the orders and no one seemed to know where 5,000 megawatts could suddenly be found.

The Sierra Club warned that Davis' plans could wipe out years of work done to clean up California air. "We must ensure we have aggressive energy conservation and efficiency," said spokesman Carl Zichella. "Get the cleaner power plants on line and prevent any increase in air pollution."

The governor's 5,000 megawatts includes two plants currently under construction by Calpine Corp., will have a combined capacity of about 1,200 megawatts. Of the remaining 3,800 megawatts, it appears Davis is hoping plans by the California Energy Commission to add 2,100 megawatts of small peaking facilities will work out.

So far, one such peaker out of a total of seven remains in development. The others were cancelled because of "not in my backyard" objections, which carry great weight in California.

The remaining 1,700 megawatts is to come from upgrades to existing plants and from renewable resources.

The remaining 1,700 megawatts is to come from upgrades to existing plants and from renewable resources.

July is 140 days away.

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