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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

550-Pound Shipment of Plutonium Leaves Japan

LCG, July 5, 2002--A ship carrying reprocessed fuel from British Nuclear Fuels Limited (BNFL) left the western Japanese port town of Takahama today, the subject of discussion within Japan, the South Pacific, and among U.S. officials.

The fuel on board, contained in ceramic pellets, was to have been used in Kansai Electric's nuclear reactors, but BNFL's certification of the fuel during quality control tests was found to have been fraudulent. The ship, the Pacific Pintail, will travel without military escort, exposing it to possible security breaches, according to standards outlined in a jointly written report issued six years ago by Sandia National Laboratories, the Los Alamos and Lawrence Livermore Laboratories, the three labs responsible for U.S. nuclear weapons research.

While the ship, as well as an escort of a similar type, will have several deck-mounted 30-millimeter machine guns, South Korea reportedly requested that the shipment not cross the strait off Pusan, and which separates the two countries, according to the New York Times. The fuel, which is said to be capable of being processed into nuclear-weapons material, could be vulnerable to dispersal over a large area by heavy explosives, or theft by way of an armed attack.

The Guam delegate to the House of Representatives, Robert A. Underwood, said that he had expresed concerns about the implications of situations which might arise during the ship's voyage to a port in Northwestern England to Congress and the Pentagon.

Plutonium from spent reactor rods from outside the countrry is commonly used at Japanese nuclear power generators, and is mixed with that uranium which Japan is able to supply itself.
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