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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

Ameren Announces New Nuclear Reactor Under Consideration at Callaway

LCG, December 6, 2005--Ameren Corporation announced late last week that it is evaluating the addition of another nuclear reactor at its Callaway Plant in Missouri.

Gary Rainwater, chief executive officer and president of Ameren Corporation, made the announcement last Thursday. According to Rainwater, the new reactor would cost about $2 billion and could commence operations in 2017, at the earliest. Ameren is currently exploring options for base load power stations, and a decision is expected in the next three years. A factor that favors nuclear power is that no greenhouse gases are emitted.

The existing Callaway Plant is a Standardized Nuclear Unit Power Plant System (SNUPPS) that uses a Westinghouse four-loop pressurized water reactor and a General Electric turbine-generator. The plant, located about twenty-five miles northeast of Jefferson City, went into service December 1984 and has a net generating capacity of 1,126 MW. The site was initially developed with the idea of adding a second unit in the future.

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