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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

Federal Judge Orders NRG to Keep Supplying CL&P

LCG, July 1, 2003U.S. District Judge Richard Casey denied NRGs motion to cease providing electricity to Connecticut Light and Power.

Northeast Utilities Connecticut Light & Power currently gets 45 percent of its power from NRG.

NRG, part of bankrupt Xcel Energy Incorporated, notified CL&P that it would stop providing electricity to the utility because the company said it lost $500,000 per day by doing so. The three year contract between the company and utility is valid until the last day of this year.

CL&P asked the Federal Energy Regulatory Commission to prevent NRG from ending its contract with the utility, and FERC initially ordered the contract to be upheld until a decision could be made.

While the court responsible for NRGs Chapter 11 filing has found that NRG could exit its contract, FERC again forced the company to uphold service to CL&P last week. NRG tried to stop FERCs order by going to the U.S. District Court of Manhattan, where Judge Casey ruled that, according to the Federal Power Act, only the federal Court of Appeals could upend FERCs decision.

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