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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

Six Out of 10 Californians Favor Nukes, Poll Shows

LCG, May 23, 2001The threat of rolling blackouts and higher electric bills has Californians rethinking their priorities, according to a Field Poll released yesterday. Nearly six in 10 now want more nuclear plants to produce large quantities of emissions-free power.

"If California is this way, it has to be good news for the nuclear power industry -- major goodnews," said Mark DiCamillo, director of the Field Institute.

When the Field Institute last tested California's attitude toward nuclear power plants in 1984, 61 percent opposed building more nuclear power plants and that was before the explosion at the Chernobyl plant.

The poll was conducted over a 10-day period ending Sunday, with 1,015 state residents answering questions in English and Spanish.

According to the Field Poll, a growing number of Californians also would like to see a softening of strict environmental rules that keep aging power plants from running. In January, only 47 percent would support relaxing the emissions rules, while today 53 percent are in favor.

The prospect of paying huge electric bills came closest to unifying state residents, the poll found. About 70 percent favor federally-imposed price caps on electricity, with support coming from both Republicans and Democrats.

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