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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

CPUC Approves NRG Energy's 500-MW Carlsbad Energy Center

LCG, May 28, 2015-The California Public Utilities Commission (CPUC) approved late last week the SDG&E Power Purchase and Tolling Agreement for the NRG Energy, Inc. Carlsbad Energy Center, a proposed 500-MW, natural gas-fired peaking facility. The project is expected to begin operations when the adjacent Encina Power Station is retired at the end of 2017.

The Carlsbad Energy Center will include five units to increase reliability in southern California given the closure of the San Onofre Nuclear Generating Station (SONGS) in 2013 and the planned retirement of the Encina Generating Station due to California's Once-Through-Cooling ban. The proposed electric generating facility will be located in the City of Carlsbad in San Diego County.

The president of NRG Energy's West region stated, "We appreciate the CPUC's vote of confidence that the Carlsbad Energy Center is the best approach to have the appropriate, flexible capacity online by 2017 to enable California to reach its greenhouse gas reduction goals through building additional renewable generation while preserving the reliability of the grid. We appreciate the CAISO's recognition of the project's contribution to the grid and SDG&E's continued support of the project and the benefits it will bring to all of southern California. And we appreciate the City of Carlsbad's focus on the environmental benefits of the project to build a smaller, more efficient plant that complies with the State's once-through-cooling policies, and enables the demolition of Encina and development of the underlying coastline property."

The original application for certification was filed with the California Energy Commission (CEC) in September 2007.
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