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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 Says It is Bypassed in Nuclear Waste Discussions

LCG, Feb. 17, 2004--Officials at the Department of Energy (DOE) have apparently contacted high-level officials of states where nuclear waste from aging weapons factories is located, but according to New Mexico authorities, have not opened communication with them, although the department had discussed shipping waste into the state prior to the opening of a facility at Nevada's Yucca Mountain.

A spokesman for the DOE, Joe Davis, confirmed discussions have taken place in an interview with the Albuquerque Journal. A federal judge cited current law last summer in ruling that "high-level waste" in Washington state, Idaho and South Carolina could not be shipped to the Waste Isolation Pilot Plant for nuclear waste, near Carlsbad. New Mexico Environment Secretary Ron Curry believes that the DOE is excluding New Mexico from current talks in order to "divide and conquer". Curry thinks the agency hopes to change the law by working through the governors of the states with the waste.

The DOE's Davis said that the agency does plan on another attempt this year at mounting a legislative strategy to revise the law. New Mexico is in the middle of changing the Waste Isolation Pilot Plant's permit, in order to exclude the nuclear "sludge".
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