NBP periodically publishes short articles on nuclear energy matters which either have a geographic or topical focus. Feel free to browse through all our articles and if you would like to read on something specific, please use the search function. For example, you can search for articles relating to Africa or India or financing or SMR etc. You can also use the filter function to see articles pertaining to Asia, Africa, India or Türkiye.
India's 100 GW Nuclear Target Has a Supply Chain Gap. That Gap Is the Opportunity.
India's nuclear equipment market grows from USD 1.54B (2024) to USD 2.31B by 2033 — before SHANTI Act acceleration. With BHEL, L&T, Godrej and Walchandnagar as anchor suppliers, the supply chain exists but lacks scale. Entry terms: technology transfer + localisation = a 25-year relationship in a USD 214B programme.
Three Strategies. One Region. Who Wins Latin America's Nuclear Market?
Latin America's SMR push is driven by 3 structural constraints: fragmented grids, industrial decarbonisation needs, and large reactor capital risk. Argentina targets 4 ACR-300 units by 2030 via INVAP; Brazil launches a containerised microreactor. A $300B global market is taking shape — and the entry window is narrowing.
Five Business Lessons the Indian Nuclear Industry Is Teaching the World
India's nuclear opening is teaching the world 5 business lessons: closed markets are compressed springs; state supply chains are JV assets; tech diversity is leverage; liability reform unlocks capital; and progressive indigenisation builds the longest-duration commercial relationships in the sector.
Africa's $105 Billion Nuclear Pipeline Has Five Different Financing Problems. Here Is How to Solve Each One.
Africa's $105B nuclear pipeline faces 5 distinct financing problems — from sovereign creditworthiness to regional coordination gaps. The World Bank lifted its nuclear ban in June 2025, opening new pathways.
Additive Manufacturing in India's Nuclear Sector: The Business Case for Entry Now
India: 8.78 GW → 100 GW nuclear by 2047. AM cuts lead times from 24 months to weeks & waste by 90%. BARC, IGCAR, L&T, Wipro 3D & Midhani are ready. SHANTI Act opens the market. Entry window is now.
India's Nuclear Market: A Long-Duration Investment Opportunity Being Misread
India's nuclear sector is opening to private capital after the SHANTI Act 2025. With 8.88 GW today and a 100 GW target by 2047, the USD 214 billion opportunity is attracting Adani, Tata, Westinghouse and EDF.
Latin America's SMR Market: The Entry Window Is Open. The Timeline Is Not Forgiving
Latin America's SMR push is driven by 3 structural constraints: fragmented grids, industrial decarbonisation needs, and large reactor capital risk. Argentina targets 4 ACR-300 units by 2030 via INVAP; Brazil launches a containerised microreactor. A $300B global market is taking shape — and the entry window is narrowing.
India Is Running Three SMR Programmes Simultaneously. Each One Is a Different Market
India runs 3 parallel SMR tracks: BSMR-200 for industrial decarbonisation, SMR-55 for remote grids, and a hydrogen HTGR — each a distinct commercial opportunity. With SHANTI Act reforms, $2.5B committed, Adani eyeing 1.6 GW, and INBP 2026 in June, the market is open but differentiated. Know which track you're targeting.
India's Private Nuclear Sector Opened. The First Movers Are Already Here
India's private nuclear sector just made its first concrete move. And it didn't come with a press conference. 𝗔𝗱𝗮𝗻𝗶 𝗣𝗼𝘄𝗲𝗿 has quietly incorporated two nuclear entities. Our latest NBP Insights article decodes the corporate architecture behind Adani's move, maps who follows and how, and explains why the next 18 months are the most important window for international engagement in India's private nuclear market.
Latin America's $263 Billion Hydrogen Ambition Needs Nuclear to Deliver It
Latin America holds one of the world's most significant clean hydrogen pipelines, with 143 projects valued at approximately USD 263 billion across the region. Realising that potential, however, requires something renewables alone cannot consistently provide — firm, affordable, low-carbon power at industrial scale. Nuclear energy is emerging as the critical enabler.
The Race to Power Kenya: US, South Korea, and Russia Compete for Africa's Biggest Nuclear Prize
Kenya's nuclear programme has entered execution phase — site confirmed in Siaya County, construction starting 2027, commissioning by 2034, targeting 1,000–2,000 MW. With partnerships spanning the US, South Korea, China and Russia, an RFP due by late 2026, and Africa's first IAEA SMR School hosted, Kenya leads Africa's nuclear energy race.
India Is Building 100 GWe of Nuclear Capacity. The Fuel Question Has Not Been Answered
India has a 100 GWe nuclear target by 2047. It has the SHANTI Act opening the sector to private capital. It has Rs 20,000 crore committed to SMR deployment by 2033. The political intent is the clearest it has been in a generation. But achieving 100 GWe requires an estimated 18,000 to 20,000 tonnes of uranium annually — roughly one-third of current global production. India's domestic reserves cannot supply that.
Africa Is the World’s Most Versatile Nuclear Market. Here’s Why the Entry Window Is Closing
Africa could add 15 GW of nuclear capacity by 2035 - an estimated $105 billion investment pipeline. But size alone doesn't explain why this is the most strategically important nuclear market in the world right now. What makes Africa unique is versatility.
No Power, No Data: Why Nuclear Is the Backbone of Africa's Digital Future
Africa's data centre market is projected to reach USD 4.36 billion by 2031, driven by AI and hyperscale demand. As energy requirements intensify, nuclear energy is emerging as the most viable solution to power the continent's digital infrastructure reliably and cleanly.
Africa’s $105 Billion Nuclear Pipeline: Bridging the Human Capital Gap
Africa is transitioning from nuclear policy to institutional execution, with a projected 15,000 MW capacity addition by 2035. While the $105 billion investment pipeline is maturing, the workforce gap remains the most significant systemic risk to project delivery.
Rwanda's First SMR by the 2030s
Rwanda is establishing a distinctive nuclear market by integrating Small Modular Reactors (SMRs) into its core industrial strategy. With a goal to generate up to 70% of its electricity from nuclear power, the nation is moving beyond aspiration to institutional execution. By prioritizing regulatory readiness and diverse global partnerships, Rwanda is positioning itself as a bankable proof-of-concept for the next generation of nuclear adopters.
100 GW and Open for Business: India's Nuclear Market After the SHANTI Act
The enactment of the SHANTI Act of 2025 marks a historic shift in India’s energy landscape, dismantling state monopolies to invite private capital and international expertise. By permitting 49% Foreign Direct Investment and reforming liability frameworks, India has transformed its 100 GW nuclear target into a bankable investment proposition.
The Future of Nuclear New Build in Latin America
Across Brazil, Argentina, and Mexico, a strategic recommitment to nuclear energy is transforming the regional landscape into a high-priority investment market. From Brazil's $7B Angra 3 completion to Argentina's ambitious 2030 SMR targets, these established nuclear nations are leveraging decades of expertise to scale their grids.
The $128 Billion Roadmap: South Africa’s Nuclear Industrial Strategy
South Africa is leveraging its 40-year track record at Koeberg to anchor a historic energy transition. With the IRP 2025 mandating 5,200 MWe of new nuclear capacity as part of a $128 billion investment plan, the nation is shifting from coal dependency to a stable, low-carbon baseload.
The $200 Billion Convergence: Pairing India’s AI Infrastructure with Nuclear Power
India is rapidly transitioning from an outsourcing hub to a core global AI market, with hyperscalers like Microsoft, Google, and Amazon committing over $67 billion to domestic data centers. As capacity triples to 4.5 GW by 2030, the demand for stable, high-density baseload power is positioning nuclear energy as a critical capital hedge.