India Targeting 100 Gw Nuclear Capacity 2047 Bjp 920

India's nuclear capacity expansion plan (8.8 GW to 100 GW by 2047) and the SHANTI Act 2025 opening private/foreign investment create a long-term capex cycle for nuclear plant construction, equipment, and fuel supply. The US Executive Nuclear Mission visit signals potential technology transfer and reactor deals. Impact is India-specific and long-dated (20+ years), with near-term commercial mechanisms weak due to regulatory and project timeline uncertainties. Primary affected sectors: nuclear utilities (NTPC, NPCIL), industrial equipment suppliers (L&T, BHEL), and foreign reactor vendors (Westinghouse, GEH, EDF).