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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

EPA Proposal on Mercury Limits Under Review

LCG, Mar. 16, 2004--The administrator of the Environmental Protection Agency (EPA), Michael Leavitt, has told the White House that analyses of an administration proposal to limit mercury emissions from power plants burning coal could lead the EPA to put forth a more stringent set of emission reduction guidelines.

In December, the Bush administration introduced a plan that would allow power generators to buy and sell credits for releasing mercury, similar to the system with sulfur dioxide. Limits on mercury would gradually lower the permissible amount of emissions. Since Leavitt became the EPA administrator, he has been taking part in meetings focused on the possible impact of that proposal, and has begun to evaluate criticisms of it by some environmental groups, state regulators, and a group of doctors that sent a letter to an office of the EPA dealing with children's health issues.

The White House has come out in favor of allowing power plants that achieve reductions before limits make them legally binding to receive credit for the reductions later. Critics of the proposal believe that such a provision would in effect delay the reduction of the ultimate goal of a 70% reduction in mercury emissions for seven, and perhaps as many as ten or more years. The current deadline is set for 2018.

Leavitt has said that the EPA's analysis is not yet finished, and will proceed before any changes are introduced to the original proposal. Coal-burning power plants are a major contributor to mercury emissions, and are thought to make up 40 per cent of the annual total caused by human activity.
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