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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

ERCOT reviewed Frio County Transmission Project

June 18, 2020 - In November 2019, 7X Energy submitted the Frio County Transmission Project to the ERCOT Regional Planning Group (RPG) as an economic-driven project to address projected transmission congestion in the Frio County area. This is supported by an independent economic benefit study performed by LCG Consulting using its proprietary UPLAN model, the same economic planning model utilized by ERCOT, in accordance with ERCOT procedures. LCG’s analysis shows significant annual production cost benefit for the transmission upgrades in question.

In the independent review completed in May 2020, ERCOT identified transmission congestion on the 69-kV and 138-kV transmission system in Frio County, and a total of seven transmission upgrade options were evaluated. ERCOT concluded that the upgrades identified in Option 5 would provide the most cost-effective solution to the identified congestion while meeting the ERCOT economic planning criteria. Option 5 is estimated to cost $12.13 million and is described as follows:
  • Rebuild the Moore – Big Foot 138-kV line such that the summer normal and emergency ratings are at least 485 MVA

  • Reconductor the Moore – Hondo Creek 138-kV line such that the summer normal and emergency ratings are at least 382 MVA

The recommended option is classified as a Tier 2 project based on the ERCOT Protocol Section 3.11.4.3(2), and the project is expected to be in-service by Summer 2021.
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