India’s 100GW nuclear push was missing one thing. Canada just provided it

India wants 100 gigawatts of nuclear capacity by mid-century. It currently has roughly 8GW. Getting there will require not just capital, technology and political will, but a reliable fuel supply that domestic production alone cannot provide. The 10-year uranium agreement signed on Monday when Canada’s Prime Minister Mark Carney met his Indian counterpart Narendra Modi in New Delhi is designed to address exactly that constraint. Analysts say it is a structural commitment – one intended to meet...

By Biman Mukherji