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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

Calpine Asks for Okay on 1,100 Megawatt NorCal Plant

LCG, March 30, 2001Calpine Corp. said yesterday it has filed an application with the California Energy Commission seeking authorization to build a 1,100 megawatt natural gas-fueled, combined-cycle merchant power plant in Northern California's San Joaquin Delta area, near the town of Bethany.

Calpine noted that its filing marks the beginning of an extensive commission licensing process required to build and operate an electricity generating facility in California.

Calpine's East Altamont Energy Center will be built next to a substation owned by the federal Western Area Power Administration. Because of WAPA's involvement, it will serve as lead agency for a federal Environmental Impact Statement review that will proceed at the same time as the Energy Commission review.

Calpine hopes that all approvals can be received in time to begin construction of the new plant in the middle of next year. If so, commercial operation could begin by mid-2004.

The interconnect with WAPA's substation will permit the plant's output to be moved to customers in the San Francisco East Bay, the Central Valley and other Northern California markets.

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