Wire · regulatory
India locked in Australian uranium to chase 100 GW of nuclear power by 2047
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Fusion42 · 28 July 2026 · Fusion42 review
India and Australia finalized an administrative arrangement enabling long-term uranium exports under IAEA safeguards, removing a regulatory bottleneck for India's plan to scale nuclear capacity from 8.78 GW to 100 GW by 2047. The deal opens the path for commercial contracts but represents the start of a multi-year supply chain, not an immediate fuel delivery.
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◆ ◆ The Wire takeaway
India just locked in a second uranium supplier—but that supply chain from mine to reactor takes years to build. If you run fuel conversion, enrichment, fabrication, or transport logistics for nuclear material, India is about to need all of it at scale.
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