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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 Plans 600 Megawatts in Mexicali, Mexico

LCG, Feb. 22, 2001A subsidiary of utility holding company Sempra Energy Inc. said yesterday it would build a 600 megawatt natural gas-fueled power plant in Mexico, in the border town of Mexicali. Sempra values the project at $350 million and said the facility should begin commercial operation by the summer of 2003.

The plant, Termoelectrica de Mexicali, will be built by Sempra Energy Resources and would be connected to the California transmission system through a 230 kilovolt interconnect. Mexicali is 10 miles south of El Centro, Calif., and about 80 miles east of San Diego.

"Electricity from this new power plant can help alleviate California's energy crisis," said Donald Felsinger, Sempra Energy group president.

Natural gas fuel for the plant will be delivered through the new North Baja Pipeline, which will begin construction this summer. In order for Termoelectrica de Mexicali's power to be exported into California, permits will be required from the Mexican Energy Regulatory Commission and the U.S. Department of Energy, but not from California regulators.

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