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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

Entergy Joins Proposed Southeast RTO

LCG, Nov. 21, 2001--Entergy Corp. said yesterday that it has joined the proposed SeTrans Grid Co. regional transmission organization, a new RTO that would serve the Southeastern U.S. and is backed by The Southern Co., which provides power to nearly 4 million customers in Georgia, Florida, Alabama, and Mississippi.

While the Federal Energy Regulatory Commission has said it favors consolidation of the nation's grid operators into four regional RTOs, utilities in the Southeast are reluctant to go along. Southern has said that several small independent system operators would serve the region better.

Southern has also said that setting up one huge regional network to provide what FERC calls "seamless" transmission access and market operations to all participants would require expensive transmission system upgrades that would be passed on to customer's power bills.

Yesterday, Entergy said the SeTrans model "is the best platform to achieve the mutual goals of the various involved companies."

The companies filed a status report on the RTO plan with FERC yesterday, including the information that Entergy has joined SeTrans.

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