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India must delineate its nuclear power trajectory

This article is authored by Aishwary Kant Gupta, economist and lead consultant, Pahle India Foundation.

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hindustantimes.com

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India must delineate its nuclear power trajectory

India targets 100 GW nuclear by 2047 but builds capacity without control—China reaches 200 GW by 2040 with 90% domestic components. 60-year reactor lifecycle tied to external suppliers (parts, software, maintenance) becomes geopolitical risk; India needs fleet-based domestication.

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economictimes.indiatimes.com5 g fa

Energy security is not just about power generation, it’s about controlling the systems behind it

China controls energy systems via nuclear: 60+ reactors (36 building), proprietary Hualong One, 90% domestic manufacturing. Ecosystem control > capacity. India's 100 GW target risks vendor lock-in without domestic supply chains; nuclear's 60-year lifecycle makes ecosystem control—not capacity—the competitive asset.

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Timeline cronologica

sabato 20 giugno 2026·economictimes.indiatimes.com
Energy security is not just about power generation, it’s about controlling the systems behind it
As electricity becomes the backbone of AI, industry, and transportation, energy security will increasingly depend on controlling the technologies and supply chains that generate…
lunedì 22 giugno 2026·hindustantimes.com
India must delineate its nuclear power trajectory
This article is authored by Aishwary Kant Gupta, economist and lead consultant, Pahle India Foundation.