Nuclear Power

Putin, Trump and Xi control the most powerful arsenals on earth. They should take nuclear risks more seriously

Nuclear merchant shipping is an idea whose time has come. But excluding the world’s mega-exporter China from talks on uranium-run ships is self-defeating. To decarbonize trade sea traffic, place the planet’s future first.

India is aiming for 100GW of nuclear capacity by 2047 but the electricity tariffs of these plants are unlikely to be competitive in the face of cheap renewable energy options. The Centre may need to offer a fiscal support package for project viability.

Draft rules lay the groundwork for private participation, while power companies are already scouting sites for nuclear projects. For investors, however, the bigger question is how soon the opportunity can translate into earnings.

Fresh project proposals rose to ₹14.5 trillion in the June quarter. This impressive aggregate masks a glaring asymmetry as just two sectors—nuclear power and data centres—account for nearly three-fourths of all investment announcements during the quarter.

Tehran has learned it can survive the worst Washington can throw at it, but it still needs sanctions relief to stave off economic calamity.

State-run NTPC is weighing a ₹56,000 crore investment to set up 2.8 GW nuclear capacity in Bihar, as India accelerates nuclear expansion under the new SHANTI law.

As nuclear energy expands and liability laws evolve, individuals remain uncovered for nuclear exposure—leaving the government as the ultimate risk bearer.