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.
Why India Is Buying Nuclear, and What It Means for Business
India is buying nuclear for four reasons set out in its own strategy: round-the-clock baseload, a stable partner for solar and wind, less imported fuel exposure and climate goals. With the SHANTI Act opening the sector to private players, suppliers who link their offer to these reasons are best placed as projects reach the buying stage.
Southeast Asia's Nuclear Market Is Being Built in a Sequence. Suppliers Can Read It.
Southeast Asia's nuclear milestones from June 2025 to March 2026 form a readable sequence: financing opens, legal frameworks follow, regulators are tested, partners reset, and binding agreements and utility MOUs come next. Suppliers can match their offer to each market's step.
One Country, Two Reactor Designs: The Shared-Services Market Inside Vietnam's Nuclear Programme
Whichever vendor wins Vietnam's second plant, the country will likely run two reactor designs at once. That creates a vendor-neutral shared-services market in regulatory review, training, supply chain certification and construction management.
Vietnam's Nuclear Supply Chain Certification: The Entry Point to a Multi-Billion Dollar Market
Vietnam has no nuclear-grade supply chain, and subcontractors for Ninh Thuan 1 and 2 must first be certified to international standards. Certification is vendor-independent, takes years and is already underway, making it the most concrete entry point for quality assurance and audit firms.
The Next Biggest Nuclear Business Opportunity May Be in India's Data Centres
India's data centre capacity is set to grow from about 1.9 GW to 7-7.5 GW by 2030, with AI workloads needing steady, low-carbon, round-the-clock power. Nuclear is a natural fit for the next wave of growth.
Floating Nuclear Power in Southeast Asia
Floating nuclear plants owned and operated by the vendor turn nuclear into a power purchase agreement for Southeast Asia's island grids. Rosatom's October 2026 deal for two 200 MW units in Halmahera is the first export. Berths, site preparation and grid connection are the adjacent openings.
Make in India Meets Nuclear Power: Opportunities for Suppliers and Manufacturers
India's 100 GW by 2047 nuclear target is a manufacturing story as much as an energy one. Fleet-mode PHWRs, 46 GW open to private and joint-venture players, 49% FDI under the SHANTI Act and factory-built SMRs create supplier orders now. Foreign vendors need Indian manufacturing partners, and the draft rules are still open for consultation.
Southeast Asia Is Buying Nuclear From Everyone
No supplier nation holds Southeast Asia's nuclear market. Russia leads in Vietnam, Korea and the US overlap in the Philippines and Thailand, and Ninh Thuan 2 is still open. Vendors should plan for non-exclusivity, partner across the value chain and claim unfilled layers.
Why South Africa Is the Anchor Point for Africa's Nuclear Buildout
South Africa is Africa's only operating commercial nuclear power producer, with four decades of experience at Koeberg, a regulator running since 1999, and a continental isotope and grid role. That makes it the natural anchor point for Africa's nuclear buildout.
Technology Sovereignty & Technology Import: Understanding India's Dual-Track Nuclear Market
India's nuclear programme runs on two complementary tracks: an indigenous thorium-based three-stage programme anchored by the PFBR, and an import track evaluating France's EPR and Russia's VVER-1200. Both serve the 100 GW by 2047 target under the new SHANTI Act, which permits 49% FDI and private participation from Tata Power, Adani, and others.
Construction Site to Operating Nation: What Akkuyu's Commissioning Changes for Türkiye's Nuclear Market
Türkiye's Akkuyu Unit 1 is entering pre-commissioning, a threshold moment that shifts the country from a construction market to an operating nuclear nation. With USD 65.59 billion spent on energy imports in 2024 and fossil fuels at 55% of generation, the plant's 4,800 MW combined capacity reshapes Türkiye's energy balance, regulatory credibility, and workforce pipeline for Sinop, Thrace, and its 5,000 MWe SMR programme.
Speed Over Scale: How Resource Scarcity Is Reshaping Southeast Asia's Nuclear Market
Southeast Asia's five active nuclear markets are competing for the same scarce pool of vendors, financiers, and trained personnel. Moving first, not having the largest capacity target, determines which country's programme actually gets executed.
Vietnam's Nuclear Partnerships: Russia, France and the Race to Build Capability
Vietnam's To Lam sought the same package from Russia and France in one week: workforce training, regulatory capacity, safety research, and technology transfer. That standardized buying criteria, plus a 30-60% local content rule for Ninh Thuan 2, opens commercial openings that don't require winning a reactor contract.
The Role of Industrial Load in Southeast Asia's Emerging Nuclear Market
Southeast Asia's nuclear reactor sizing is set by industrial load and grid geography, not national capacity targets. Indonesia's mining zones, Vietnam's data centres, and archipelagic grid constraints are driving a 50-300 MWe product market that grows independent of government timelines.
Canada's CANDU Strategy: The Nuclear Fuel Advantage for Newcomer Markets
Canada's CANDU reactor design runs on natural, unenriched uranium, removing newcomer nuclear markets' dependency on enrichment-holding states like Russia, the US, France, or China. With 12 units sold abroad and 25 operating across five countries, plus a new MOU with Turkiye's TUNAS, CANDU's fuel cycle is a genuine energy-security differentiator for first-time reactor buyers.
Southeast Asia Nuclear Market: Two Investment Pools Are Taking Shape in 2026
Southeast Asia's nuclear market splits into two distinct investment pools: a correlated mainstream light-water and SMR portfolio across five countries, and a small, uncorrelated advanced reactor licensing position.
The Western SMR Business into Asia Has a Korean Challenge
American and European SMR vendors are converging on the same handful of Korean industrial conglomerates (Doosan, Hyundai, Samsung, DL E&C) to actually build their reactors. That shared, finite manufacturing capacity, not financing or reactor design, may be the real constraint on how fast the West can respond to China's and Russia's state-backed nuclear export push.
Vietnam's Nuclear Supply Chain: How Petrovietnam Is Turning Offshore Industry into Nuclear Capability
Vietnam is converting its offshore oil and gas industry, led by PetroVietnam's PTSC, into a nuclear-grade supply chain to meet the Ninh Thuan 2 local content mandate (30-60%). That existing industrial base is a structural advantage for Korea's KEPCO bid over EDF, Westinghouse, and CNNC-CGN.
Southeast Asia's Nuclear Market Has a Constraint Money Cannot Remove
Southeast Asia's nuclear timelines are governed less by financing speed than by how long it takes to train a nuclear workforce and build a credible regulator. That non-zero-sum gap in training, simulation, and licensing advisory is open across all five markets now.
Where Will U.S. SMR Companies Find Their Next International Markets?
US SMR developers NuScale, X-energy, Holtec, and TerraPower need international contracts to offset slow domestic licensing. Southeast Asia, led by the Philippines, is the nearest opportunity; Korea and Japan supply manufacturing; Africa is the long-term frontier via Ghana. Chinese and Russian state-backed financing is the main competitive threat.