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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

New Mexico Has New Gas Turbine Plant

LCG, Aug. 29, 2002--A new gas-fueled generator is undergoing testing in La Mesa, N.M., in preparation for operations at the end of the year.

The Afton plant, with a capacity of 135 megawatts, was built by Public service Company of New Mexico (PNM), at a cost of $75 million. While the plant now consists of one gas turbine, there are plans to bring capacity up at an unspecified date by an additional 75 megawatts in a combined-cycle configuration, which will also improve the plant's efficiency.

The construction at Afton, twelve miles south from Las Cruces, was performed by TIC and Bibb Engineering, as Afton Power Partners. PNM spokesman Bill Real stated, "It (the plant) is also part of our promise to invest in New Mexico in order to improve the reliability of the regional power supply." A switching station at the plant site will provide access to the transmission network in the state and the West generally.
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