Opinion | Decoding The Importance Of PM Modi’s Uranium Diplomacy In India’s Nuclear Energy Target

The equation is straightforward: secure the uranium, build the reactors, generate reliable clean power, reduce vulnerability to fossil-fuel shocks and strengthen strategic autonomy

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A reactor without fuel is simply stranded capital.

India’s nuclear story is entering a decisive phase. The most visible part of that story is the construction of reactors, but an equally important transformation is taking place quietly in diplomatic capitals, uranium-producing regions and negotiating rooms across the world. India needs uranium, and Prime Minister Narendra Modi’s increasingly assertive uranium diplomacy is building the fuel-security architecture that will underpin the country’s nuclear ambitions.

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India has set itself an extraordinarily ambitious target: to expand nuclear power capacity to 100 GW by 2047, from roughly 8.8 GW today. Building reactors is obviously central to achieving that goal. But reactors, however sophisticated, are of little use without a reliable and uninterrupted supply of nuclear fuel. The 100-GW ambition, therefore, begins not merely with concrete and steel, but with uranium.

From Uranium Scarcity To Uranium Security

India possesses significant uranium resources and continues to expand domestic exploration and production. But as the nuclear programme scales up, relying exclusively on domestic supplies would not provide the degree of resilience that a 100-GW programme requires. International sourcing, therefore, is not a sign of weakness; it........

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