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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

MISO Requests FERC Assistance for Grid Reliability in Response to EPA Rules

LCG, December 1, 2011--The Midwest Independent Transmission System Operator, Inc. (?MISO?) Vice President of Transmission Asset Management yesterday warned the Federal Energy Regulatory Commission (FERC) that the proposed Environmental Protection Agency (EPA) air emission rules pose threats to power reliability.

In comments submitted for FERC's technical conference this week on reliability risks related to compliance with new EPA air emissions regulations, the Vice President stated that proposed regulations will require simultaneous generator outages that may jeopardize electric reliability in the Midwest.

The concerns focus on the 2014/2015 compliance deadline for the EPA's proposed mercury rule, which provides limited time for the installation of new emission control equipment or capacity replacement. To comply, generation owners must remove units from service simultaneously, which will provide inadequate generation resources to sustain reliable electricity supply. "As a result, 62,000 MW of coal units could potentially be unavailable for reliability purposes - all at the same time."

The MISO submittal also stated a lack of confidence that there will be sufficient allowances available via the CSAPR allowance trading, which may result in decisions to limit operations by some of the generation fleet. "This may result in potential transmission reliability concerns that would normally be mitigated through market
redispatch that may no longer be available if unit owners adjust their bidding strategies or availability to meet CSAPR limitations." Other concerns include accelerated unit retirements, coupled with delays in transmission improvements, could result in inadequate grid reliability.

In a separate filed response to questions from FERC Commissioner Philip D. Moeller, the MISO requested the Commission to direct regional transmission organizations to work together to ensure that physically available transfer capability across regions is accessible to those who need and can provide excess power. The filing states, "The pending EPA regulations and potential impact on generator operations highlights the need for coordinated planning between generator owners and market transmission providers."
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