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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

Congestion in the Texas Panhandle: LCG Consulting investigates ERCOT’s rapid wind development and Lubbock Power & Light joining the ERCOT grid

LCG, May 10, 2016--LCG Consulting has released a new study of wind energy development in the Panhandle Renewable Energy Zone, or PREZ, of Texas, where ERCOT has proposed significant changes in the infrastructure to enable sustained wind development and ensure stability of the grid.

LCG’s study, ERCOT Panhandle Renewable Energy Zone and Lubbock Power & Light Integration, looks at how these changes affect power flow and locational marginal prices under various scenarios and transmission upgrade options. It outlines infrastructure challenges, current developments in wind curtailment due to Panhandle congestion, and it provides an outlook for wind generation in the region. Analysis was conducted using the UPLAN Network Power Model which replicates ERCOT ISO protocols and market procedures.
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UPLAN-NPM
The Locational Marginal Price Model (LMP) Network Power Model
Uniform Storage Model
A Battery Simulation Model
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Day Ahead and Real Time Market Simulation
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The Gas Procurement and Competitive Analysis System
PLATO
Database of Plants, Loads, Assets, Transmission...
CAISO CRR Auctions
Monthly Price and Congestion Forecasting Service