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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

North Carolina Enacts Stricter Emission Limits

LCG, July 26, 2002--North Carolina has signed into law rules that will require power plants to reduce emissions of sulfur dioxide and nitrogen oxide, reductions that are in excess of federal limits.

According to the new rules, power plants in the state will need to cut sulfur dioxide emissions by 74 percent compared to 1998 levels, and cut nitrogen oxide by 78 percent, by 2013. Gov. Michael Easley, a Democrat, told a conference of Southern governors two months ago that the rules imposed on the federal level had been inadequate. The Great Smoky Mountains National Park has experienced 20 smog alert days since May 1, compared to 18 in downtown Atlanta.

Other states that have imposed similar restrictions include Massachusetts, Illinois and Texas, where the restrictions were enacted under then-Governor George Bush. The limits were focused mainly on older coal-burning plants.

Some members of Congress and the White House, through top EPA officials, have disagreed over whether the administration is focusing on curbing or easing air pollution limits covering power generators.
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