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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

Construction Commences on Enel’s Aurora Wind Farm in North Dakota

LCG, November 27, 2019--Enel Green Power North America, Inc. (“EGPNA”), the US renewable energy company of the Enel Group, has started construction of the 299-MW Aurora Wind Farm in North Dakota. The project is expected to be fully operational by the end of 2020. The estimated investment in the project is approximately $450 million dollars.

Power purchase agreements (PPA’s) for the sale of power generated include a 23-year PPA between EGPNA and Basin Electric Power Cooperative for 142 MW of capacity, along with a 12-year virtual PPA with Gap Inc. for 90 MW of capacity. The electricity purchased by Gap Inc. is estimated to power over 1,500 of its retail stores, equivalent to around 50 percent of the electricity needs of the more than 3,300 stores operated by Gap Inc. worldwide.

The Aurora project is located approximately five miles northwest of Tioga in Williams and Mountrail counties and is Enel Green Power’s second project in the state.
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