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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 in Abu Dhabi Power-Water Plant Deal

LCG, Nov. 20, 2001--Abu Dhabi government officials said this morning that a joint venture between CMS Energy Corp. of the U.S. and International Power plc of Great Britain will join with the Abu Dhabi Water and Electricity Authority in management of a new water and power plant to be built next year in the emirate.

The government Authority will own 60 percent of Shuweihat CMS International Power while the American and British firms will split the remaining 40 percent. The new company, which has been capitalized at 675 million dirhams ($184 million U.S.), will operate and maintain power and desalination operations at the Shuweihat plant for 20 years, the officials said.

The plant will include a natural gas-fuelled 1,500 megawatt power plant and a water desalination facility with a capacity of 100 million imperial gallons (120 million U.S. gallons) per day. Construction on the facility, about 150 miles west of Abu Dhabi city, will start immediately and take a little more than two years.

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