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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

Immediate Restart on Taiwan Nuke Construction

LCG, Feb. 14, 2001The Taiwan cabinet said this morning that construction on the island nation's fourth nuclear power plant will resume immediately, ending three month's of political stalemate.

Premier Chang Chun-hsiung, the number three ranking political official in the Republic of China, said "To me this is a bitter decision and unavoidable responsibility." He pointed out that his Democratic Progressive Party was in a minority in parliament with just 66 seats in the 220-member legislature, which is controlled by the rival Nationalist Party.

The $5.4 billion (U.S.), 2,700 megawatt nuclear power plant was a third complete when the DPP government ordered construction halted last October. President Chen Shui-bian had been elected almost a year ago on an anti-nuclear platform and the restart of construction is his first major political defeat.

The resumption of construction does not mean the nuclear power controversy is over. The DPP said it would support a nationwide anti-nuke protest planned for February 24 and would encourage its members to take part.

The power plant is backed by the Nationalists and by Taiwan's business community because of the possibility of future power shortages. The Nationalist Party, heir to the Kuomintang of Chiang Kai-shek, had held power for more than 50 years until elections last March returned the DPP's Chen. Now, the Nationalist may use this defeat to mount an effort to unseat the new President.

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