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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

Mega Project Announced to Deliver Wind Power from Wyoming to Southern California

LCG, September 25, 2014-An $8 billion project was announced earlier this week as a solution to satisfy the future electricity needs of the Southern California Public Power Authority (SCPPA). The mammoth project includes a 2,100-MW wind farm in Wyoming, from which power generated would be delivered to California via a new electric transmission system, with a compressed air energy storage (CAES) facility installed in Utah to compensate for the intermittent nature of wind power. The entire project could be operational by 2023.

The members of SCPPA are: City of Anaheim, City of Azusa, City of Banning, City of Burbank, City of Cerritos, City of Colton, City of Glendale, Imperial Irrigation District, City of Pasadena, City of Riverside, City of Vernon and the Los Angeles Department of Water and Power (LADWP). In February SCPPA requested bids for green energy to meet future power needs and enable members to reduce reliance on coal-fired power. The four companies sponsoring the project plan to formally submit their proposal to SCPPA by early 2015.

As proposed, the 2,100-MW wind farm will be built about 40 miles north of Cheyenne, Wyoming by Pathfinder Renewable Wind Energy at an estimated cost of approximately $4 billion.

The energy storage site is located near Delta, Utah. The CAES facility will utilize four salt formations with a storage volume of approximately 41 million cubic feet and a capacity of about 1,200 MW. Air will be compressed into the underground storage formations, and the compressed air will power turbines when power is needed. The proposed $1.5 billion facility will be built by Pathfinder, Magnum Energy, and Dresser-Rand.

The high-voltage electric transmission line is proposed by Duke-American Transmission, a joint venture between Duke Energy's unregulated division and American Transmission Company, together with three other energy companies. The new 525-mile line will transport the Wyoming wind farm's electricity to the Utah energy storage facility and is estimated to cost about $2.6 billion. An existing 490-mile electric transmission line that crosses Utah, Nevada and California will be used to transport electricity from the CAES facility to the Los Angeles area.
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