While Trump Siezes Venezuelan Crude, The Global South Goes Nuclear

Interesting breakdown of nuclear power development in the Global South courtesy of Russia and China. It seems no one is interested in windmills and solar panels.

🚨☢️ Nuclear independence: Global South bypasses West with $115B+ deals

Global South nations are accelerating nuclear cooperation, deliberately bypassing traditional Western gatekeepers (NPT restrictions, NSG waivers, high-cost Western vendors).

$115B+ in nuclear deals—led by Russia (Rosatom) and China (CNNC) — is delivering clean baseload power, tech transfer, local manufacturing, and long-term fuel security.

Energy sovereignty is now becoming a South-South reality.

🇮🇳🇷🇺 India–Russia Kudankulam

▪️Over $30B, 6 GW mega-project in Tamil Nadu: Six Russian VVER-1000 reactors, with Units 1–2 already feeding the grid since 2013/16 and Units 3–6 under construction.

▪️Includes 70%+ % localisation and talks for Russian SMRs and floating reactors.

▪️Cornerstone of India’s 100 GW nuclear target by 2047.

🇧🇩 Bangladesh Rooppur NPP

▪️Russia builds two 1.2 GW VVER-1200 units ($12B Russian loan), India supplies equipment and training, China (CNNC) supplies turbines and instrumentation.

▪️First reactor scheduled for 2025—textbook Global South burden-sharing for a nation with zero prior nuclear experience.

🇪🇬 Egypt’s El Dabaa (4.8 GW)

▪️$25B Rosatom project with 85% Russian financing; four VVER-1200 reactors plus desalination plant.

▪️Fuel cycle training included - Egypt becomes North Africa’s nuclear hub.

🇵🇰🇨🇳 Pak–China Chashma + Karachi

▪️Four operational CNP-300s and two Hualong One (HPR-1000) reactors under construction (>3 GW total).

▪️Full financing, fuel, and training from Beijing —ensuring Pakistan’s energy and strategic depth.

📈 Emerging winners

🇹🇷 Turkey: Akkuyu 4.8 GW (Rosatom BOO model)
🇦🇷 Argentina: Atucha III 1.2 GW HPR-1000 (85% Chinese loan);
🇿🇦 South Africa: Russian uranium + joint fuel fabrication talks;
▪️$115B+ in reactor deals, zero NSG begging, zero technology denial.
▪️India localises 70 %, Bangladesh goes from zero to 2.4 GW in one decade;
Egypt gets desalination thrown in for free.
▪️Russia & China delivered 6 GW to Global South.

▪️These deals share commonality, connectivity and partnership: generous financing (80–100% loans at low interest), decades-long fuel supply guarantees, 60–80% local content mandates, and genuine technology transfer.

While the West debates climate goals, the Global South is simply building — reactor by reactor — its own energy-sufficient future.

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