14 October 2025
A government-appointed committee has urged India to accelerate its nuclear power expansion to meet the goal of 100 gigawatts by 2047, up from the current 8.88 GW. The panel said the average 11–12 year timeline from site approval to commissioning must be cut by speeding up regulatory clearances and land acquisition. It also recommended using existing nuclear locations and retiring coal plant sites for future reactors.
To ensure long-term fuel security, the report advises expanding domestic uranium mining, acquiring overseas mines and allowing private companies to participate in uranium sourcing and fuel fabrication. The panel also suggested stockpiling fuel for the entire lifespan of reactors-up to 60 years-and supported reprocessing of spent fuel through a dedicated government entity.
The committee backed India’s continued use of indigenous reactor technology but said the country should also adopt newer foreign designs. It recommended overhauling the nuclear insurance pool to provide ₹15 billion in coverage per incident per operator, replacing the current shared cap across installations, and called for easing restrictions to encourage private and foreign participation in the sector.
The 100 GW target by 2047 - up from 8.88 GW today - requires transforming India's nuclear delivery model. Cutting the 11-12 year commissioning timeline through streamlined clearances, using existing nuclear sites, and repurposing coal-plant locations addresses the delivery bottleneck.
The parallel push on fuel security (domestic uranium, overseas acquisition, private participation, 60-year reserves, reprocessing) reflects the strategic reality that fuel dependency risk has to be resolved alongside build-out.
The recommendation to allow private and foreign participation, combined with insurance-pool restructuring at ₹15 billion per incident per operator, would meaningfully unlock capital that currently sits on the sidelines. Nuclear provides firm, low-carbon baseload - complementary to variable renewables and increasingly important as data-centre and industrial electricity demand grows.
For power sector, industrial and financial clients evaluating nuclear opportunities, Cognitud's energy transition, market intelligence and responsible investment teams help clients build investment cases across evolving policy frameworks, structure long-horizon financing aligned with nuclear-project economics, and prepare disclosures aligned with taxonomy and jurisdictional low-carbon-energy frameworks.
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