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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

First Solar Completes 550-MW Solar Project in Southern California

LCG, January 21, 2015-First Solar has completed construction of the 550-MW Desert Sunlight Solar Farm, which is co-owned by NextEra Energy Resources, GE Energy Financial Services, and Sumitomo Corporation of America. The Southern California project reached the commercial operations milestone on December 5, 2014, according to the California ISO. Construction on the project began in September 2011.

The electricity generated by the solar photovoltaic (PV) facility is under power purchase agreements (PPAs) with Pacific Gas & Electric (PG&E) and Southern California Edison (SCE). PG&E's share of capacity is 300 MW, with SCE contracting for 250 MW.

The Desert Sunlight Solar Farm is located in Riverside County on land managed by the Federal Bureau of Land Management (BLM).
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