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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 Adds 350 Megawatts at South Carolina Plant

LCG, Sept. 6, 2001--Calpine Corp. said yesterday it has commissioned a 350 megawatt expansion of its Broad River Energy Center in Gaffney, S.C., bringing the peaking facility up to 890 megawatts of capacity.

Carolina Power & Light Co. has agreed to buy the entire output of the plant under a long-term contract, Calpine said. The first 540 megawatts, consisting of three combustion turbines, began commercial operation in June of last year. Two more combustion turbines were added in the expansion.

Bob Alff, senior vice president and head of Calpine's eastern region, said "We are extremely pleased to have an additional 350 megawatts of capacity available in time to help meet peak summer demands on the CP&L system."

Alff pointed out "This represents another strong step forward in our development of a diversified generating portfolio in the dynamic Southeast power market."

Including the Broad River expansion, Calpine currently operates 1,200 megawatts of combined base load and peaking capacity in the Southeast, in addition to 3,500 megawatts currently under construction and 2,700 megawatts in advanced stages of development.

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