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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

CMS, Co-op Plan 400 Megawatt Illinois Plant

LCG, May 11, 2001CMS Energy Corp. said yesterday that it will partner with electric cooperative EnerStar Power Corp. in development of a 400 megawatt natural gas-fueled power plant southeast of Champaign, Ill.

The $160 million CStar Energy Project would be built on a reclaimed coal mine site between the Illinois towns of Murdock and Newman and be capable through its first phase of generating about 200 megawatts of electricity during times of heavy electric demand, with a second phase of another 200 megawatts planned.

The companies said the Douglas County Board of Commissioners has endorsed the project and permitting applications have been filed with state authorities. CMS will own 56 percent of the project and EnerStar the balance.

"We need a diversified power supply portfolio in order to control our power supply cost," said Tom Hentz, EnerStar president and chief executive. "We've seen the risk involved in the new deregulated market and one way to control risk is diversification. We also want to control our own destiny and one way to do that is to own a portion of our own generating plant."

For fuel, the new plant will tie into a CMS Panhandle Eastern Pipe Line Co. pipeline not far from the site. Expected dates of construction and completion were not disclosed.

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