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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

Science Panel Says Hurdle of Hydrogen Infrastructure is Overlooked

LCG, Feb. 5, 2004--The National Academy of Sciences has found that reduction of carbon dioxide emissions based on new hydrogen-fueled vehicles would require much more research and planning for associated infrastructure, and would only be realized after a "lengthy transition period."

A report issued by the academy indicated that scientific problems remain, and that a plan by the Bush administration to jump-start hydrogen-based transportation is currently "unrealistically aggressive". The panel that wrote the report was headed by Michael P. Ramage, formerly of ExxonMobil.

President Bush has said that he will commit $1.7 billion towards hydrogen research during the next five years. Among the areas that the scientific panel cited as needing more "exploratory" research were hydrogen storage, delivery methods, materials for pipelines and the key reaction, electrolysis, that would release energy for motive power.

Energy Secretary Spencer Abraham said that an earlier report by the National Academy of Sciences had prompted the Department of Energy to increase funds for exploratory research, and that the new report supported President Bush's ultimate goal for hydrogen vehicles.
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