top of page


Thorium and Energy Sovereignty
As geopolitical shocks expose India’s imported fuel dependence, the country’s vast thorium reserves may hold the key to long-term energy sovereignty. India’s energy future may ultimately depend less on imported oil, solar panels or even foreign uranium, and more on a mineral buried quietly in its coastal sands: thorium. For decades, thorium occupied a curious place in India’s energy discourse — celebrated in scientific circles, occasionally invoked in policy speeches, yet oft

Atul Bajpai
May 274 min read


The New Great Game of Uranium
India’s nuclear expansion is not merely an engineering challenge but a test of diplomacy, trade strategy and geopolitical resilience. India’s nuclear energy ambitions sit at the intersection of geology, geopolitics, and economics. As the country seeks to expand low-carbon baseload power, the question is not whether nuclear should grow—but whether India can secure the uranium required to sustain that growth without strategic vulnerability. The answer lies in a calibrated mix o

Atul Bajpai
May 133 min read


An Atomic Shift to Private Capital
India is cautiously courting private capital in its tightly held nuclear sector, seeking scale and innovation without surrendering strategic control. India’s nuclear sector, long defined by state control and strategic caution, is now edging toward a calibrated opening to private participation. This shift is not a sudden ideological pivot but a pragmatic response to rising energy demand, climate commitments, and fiscal constraints. As India aims to expand its nuclear power cap

Atul Bajpai
May 34 min read
bottom of page
