Global Nuclear Fleet Poised for 44% Surge by 2036

The current global fleet of 372 gigawatts is set to undergo a rapid transformation as nations prioritize energy security and decarbonization. China is leading this shift, with plans to nearly double its existing capacity from 59 gigawatts to 102 gigawatts. Beijing continues to integrate nuclear energy into a broader portfolio that includes wind, solar, and coal, with seven new reactors slated for operation this year.

India is also positioning nuclear power as a cornerstone of its energy strategy. A government panel estimates that expanding the nation's capacity from 8.8 gigawatts to 100 gigawatts by 2047 will require a capital investment of approximately 19.28 trillion Indian rupees, or $204 billion. The Indian Nuclear Energy Mission intends to meet these targets through a combination of domestic innovation and international cooperation. This global trend reflects a broader move by both governments and technology firms to secure reliable, low-carbon baseload power capable of supporting heavy industrial and digital electrification.