The state of nuclear energy in India ft. Karthik Ganesan

Subtext by Zerodha · Oct 29, 2026 · 1h 12m

We cover:

- How nuclear fission actually works, why our risk perception of nuclear power is flawed, the complexities of fuel reprocessing, and the economic promise of Small Modular Reactors (SMRs).

- It also covers India's unique thorium-based reactors, the Shanti Act and private sector participation, the looming nuclear talent bottleneck, and the critical need for long-term grid planning.

Timestamps:

00:00 - Introduction

02:29 - Making the Case for Nuclear: "Don't Be Unclear About Nuclear"

06:51 - Lessons From France, Japan & China

09:55 - Is the Global Nuclear Revival Real?

11:23 - The Lost…