The signal behind India’s uranium diplomacy
Most assessments of India’s ambition to reach 100 GW of nuclear capacity by 2047 focus on reactors: how many will be commissioned, which technologies will be selected, how projects will be financed and whether India’s regulatory and industrial systems can deliver at the required pace. These are necessary questions. But they overlook an earlier and [&hell
The uranium fuel chain: where the real constraint lies
Nuclear energy is attracting capital at a scale not seen in decades. Thirty-one countries have committed to tripling their nuclear capacity by 2050, with new countries pledging since governments across Europe, North America, and Asia are extending plant lifetimes, restarting mothballed reactors, and funding new builds. Hyperscalers are signing long-term powe
Nuclear and data centres: beyond the PPA
The commercial models being used to connect nuclear energy with hyperscaler demand are more complex than they appear to be and carry risks that neither side has fully priced. Between September 2024 and January 2026, the four largest technology companies by data centre scale, Alphabet, Amazon, Meta, and Microsoft, each signed agreements to access nuclear [&he