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Canada’s uranium deal with India

09 Mar 2026 GS 2 International Relations
Canada’s uranium deal with India Click to view full image

1. What is the Canada–India uranium deal?

India signed a $2.6-billion uranium supply agreement with the Canadian company Cameco.

  • Supply: About 10,000 tonnes of uranium

  • Period: 2027–2035

  • Objective: Strengthen India’s long-term nuclear fuel security

Cameco is one of the world’s top three uranium producers, and Canada has some of the highest-grade uranium deposits globally.

How it helps India

  • Ensures stable fuel supply for nuclear reactors.

  • Reduces risk from global supply disruptions.

  • Supports India’s plan to expand nuclear power capacity to 100 GW by 2047.

  • Frees up domestic uranium for strategic purposes.

2. What uranium stocks does India currently have?

Domestic uranium reserves

India has low-grade uranium deposits.

Major mining areas

  • Jaduguda Uranium Mine , Jharkhand

  • Turamdih Uranium Mine , Jharkhand

  • Tummalapalle Uranium Mine , AP

Estimated reserves

  • Ore: ~4.2–4.3 lakh tonnes

  • Extractable uranium metal: ~76,000–92,000 tonnes

Reason for low output

  • Indian uranium ore contains only 0.02–0.45% uranium.

  • Canadian ore can be 10–100 times richer.

Imported uranium sources

India imports uranium from:

  • Kazatomprom (Kazakhstan)

  • Uzbekistan

  • Russia

  • Canada (Cameco deal)

Currently, around 75% of India’s civilian nuclear fuel needs are met through imports.

India is also building a strategic uranium reserve capable of running reactors for five years.

3. Does the deal fall under the 2010 nuclear agreement?

Yes. The deal operates under the India–Canada Civil Nuclear Cooperation Agreement.

This agreement became possible after:

  • Nuclear Suppliers Group granted India a special waiver in 2008

  • Following the India–United States Civil Nuclear Agreement

Key condition
India must provide fissionable material accounting to Canada to ensure imported uranium is used only for civilian purposes.

Strategic implication

  • Imported uranium fuels civilian reactors

  • Domestic uranium can then be diverted for strategic or defence use

4. How does India use uranium?

(A) Electricity generation

India operates 24 nuclear reactors with about 9 GW capacity.

Major reactors are Pressurised Heavy Water Reactors (PHWRs) using natural uranium fuel.

Contribution:

  • Around 3% of India’s electricity generation

(B) Research and medical isotopes

For example:

  • Dhruva Reactor

Produces medical isotopes such as:

  • Technetium-99m

  • Iodine-131

Used in diagnostic imaging and cancer treatment.

(C) Strategic defence purposes

Domestic uranium is also used for:

  • Nuclear warheads (approx. 170 estimated)

  • Nuclear propulsion in submarines like
    INS Arihant

(D) Future small modular reactors

In Union Budget 2025-26, India allocated ₹20,000 crore for Small Modular Reactors (SMRs).

These reactors typically use 3–5% enriched uranium.

5. Status of India’s nuclear power programme

India follows the three-stage nuclear programme envisioned by
Homi J. Bhabha.

Stage 1 – Pressurised Heavy Water Reactors (current stage)

Fuel:

  • Natural uranium (U-235)

Output:

  • Electricity

  • Plutonium-239 (by-product)

Stage 2 – Fast Breeder Reactors

Fuel:

  • Plutonium-239 + Uranium-238

Example:

  • Prototype Fast Breeder Reactor

  • The prototype fast breeder reactor (PFBR) in Kalpakkam is currently in an advanced stage of commissioning.

These reactors produce more fuel than they consume.


Stage 3 – Thorium-based reactors

Fuel:

  • Thorium-232 + Uranium-233

Importance:
India holds 20–25% of global thorium reserves, making this stage strategically important.

However, large-scale thorium deployment may only occur after 2060 due to technological and fuel cycle delays.

Former Department of Atomic Energy Chairman has explained that the doubling time — the time taken for one fast breeder reactor to produce enough fuel to start a second — is 15-20 years. To generate 100 GW, then, India has to go through several doubling cycles, which could explain the multiple deals now to secure the supply of uranium.

6. Challenges in India’s nuclear programme

Major issues include:

  • Project delays

  • Cost overruns

  • Land acquisition problems

  • Local protests

  • Long fuel breeding cycles (15–20 years)

For example, the PFBR project cost increased from ₹3,492 crore to over ₹6,800 crore.

7. Why the Canada deal matters strategically

The deal helps India:

  1. Ensure long-term uranium supply

  2. Support nuclear energy expansion

  3. Reduce energy import dependence

  4. Strengthen strategic nuclear autonomy

  5. Advance the three-stage nuclear programme

Prelims practice MCQs

Q. With reference to India’s uranium resources, consider the following statements:

  1. India’s uranium ore is generally low grade compared to major producers like Canada.

  2. The major uranium mines of India are located in Jharkhand and Andhra Pradesh.

  3. The uranium concentration in Indian ore is typically above 5%.

Which of the statements given above is/are correct?

A. 1 and 2 only
B. 2 only
C. 1 and 3 only
D. 1, 2 and 3

Answer: A

Explanation:

  • Statement 1 is correct: Indian uranium ore has low concentration (0.02–0.45%), much lower than Canadian ore.

  • Statement 2 is correct: Major mines include Jaduguda and Turamdih (Jharkhand) and Tummalapalle (Andhra Pradesh).

  • Statement 3 is incorrect: Indian uranium concentration is well below 1%, not above 5%.



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