·The Hindu·15 marks·250–350 wordsS&TIRDefence

Discuss the role of civil nuclear exports in shaping 21st-century geopolitics. How should India position itself in the global nuclear supply market?

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In this answer
  1. Role in 21st-century geopolitics
  2. How India should position itself

Selling a reactor ties the buyer and the seller together for 60–80 years through fuel, spares, training and safety oversight. This has made civil nuclear exports a tool of statecraft, and Russia, China, South Korea and the US now compete for these markets. India has to choose between staying a buyer and becoming a supplier.

Role in 21st-century geopolitics

  • Long-term leverage: Russia's Rosatom builds, owns and operates Türkiye's Akkuyu plant. This gives Moscow a presence inside a NATO state that will last for decades.
  • Middle-power hedging: At their November 2026 Seoul summit, South Korea and Türkiye signed nuclear energy documents and agreed to deepen defence ties [1]. This helps Ankara spread its dependence beyond a single vendor.
  • Prestige and market entry: Korean APR-1400 reactors at Barakah made the UAE the first country in the Arab world to run a nuclear power plant [2]. That project established Seoul as a credible exporter.
  • Climate and energy security: Importing countries want low-carbon baseload power to cut their dependence on fossil fuels, which widens the market.
  • Risks: These include vendor lock-in, proliferation concerns, earthquake safety and spent-fuel management. Signed papers often stall before they become contracts, as Japan's bid for Türkiye's Sinop plant did.

How India should position itself

  • Scale up at home first: The Nuclear Energy Mission (₹20,000 crore) aims to have at least five Indian-designed Small Modular Reactors running by 2033, as a step towards 100 GW by 2047 [3].
  • Legal certainty: The SHANTI Act, 2025 replaced the Atomic Energy Act, 1962 and the CLNDA, 2010. It allows private firms to build and operate nuclear plants [4]. Its rules must set clear liability terms so that suppliers feel secure.
  • Niche exports: India can offer its proven PHWRs and Bharat Small Reactors to Global South countries with small power grids, where large Western reactors are too expensive.
  • Diplomatic access: India should use support from partners to secure fuel and technology. One example is Korea's commitment to back India's NSG membership [5].
  • Co-production hub: India can apply the K9 Vajra model to reactor components and supply chains. Under that model, L&T and Hanwha signed a contract for 100 more howitzers in 2025 [6].

Civil nuclear trade now combines energy security, climate goals and strategic influence. India can move from buyer to trusted supplier by combining growth at home with clear laws, co-production and partnerships in the Global South. This would advance SDG 7 and its 2070 net-zero goal while keeping its strategic autonomy.

Sources

  1. 1South Korea, Türkiye to deepen nuclear energy, defence relations (AFP), The Hindu, 4 Nov 2026Seoul summit; nuclear energy documents and defence cooperation
  2. 2IAEA Bulletin: Preparing 60 Years in Advance: The UAE's First Nuclear Power PlantBarakah as the first nuclear plant in the Arab world
  3. 3Union Budget 2025-26: Nuclear Energy Mission (PIB)₹20,000 crore outlay; 5 SMRs by 2033; 100 GW by 2047
  4. 4MP-IDSA Issue Brief: SHANTI Act and India's Nuclear Energy Governance Frameworkrepeal of the AEA 1962 and CLNDA 2010; private participation
  5. 5Joint Strategic Vision for India–ROK Special Strategic Partnership, April 2026 (PM India)Korean support for India's NSG membership
  6. 6MEA: India–Republic of Korea Bilateral Relations brief100 more K9 Vajra howitzers, Hanwha–L&T, April 2025
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