China Will Dominate Global Nuclear Energy Through 2035, Analyst Says

COMMENT. This all sounds great for the nuclear industry.

But let’s not forget – China Keeps Beating Renewable Targets And Missing Nuclear Ones

Oil Price, By Haley Zaremba – Sep 20, 2026

China added 34 gigawatts of nuclear capacity over the last decade while the US added just one plant, Georgia’s long-delayed Plant Vogtle.
Beijing signed a new deal with the IAEA to share its expertise on high-temperature gas-cooled reactors, a rare opening from a historically secretive sector.
Analysts expect China to overtake the US as the world’s top nuclear energy producer within the next decade, with AI’s power demand adding urgency.

The future of nuclear energy is in China’s hands. While the United States remains the world’s largest producer of nuclear energy, China’s sector is growing at such a rapid clip that it is expected to overtake France as well as the United States to become the world’s leading nuclear power producer within the next decade. In addition to this rapid expansion of traditional nuclear power capacity, Beijing has also quickly become the global leader in a broad and diverse range of advanced nuclear power technologies.

“By a wide margin, China will have the world’s most dynamic and significant nuclear industry through 2035,” Damien Ma, energy lead analyst for Gavekal Technologies, wrote in a recent report, as quoted by the South China Morning Post. “Construction efficiencies mean China can build a new plant in about six years, compared with more than a decade for the latest Vogtle reactors in the US,” Ma went on to say.

The United States has added just one nuclear plant in the last decade, Georgia’s long-delayed, over-budget, and controversial Plant Vogtle. Over the same time, China added a staggering 34 gigawatts of capacity. And, Beijing’s latest five year plan shows that China has no intentions of slowing down……………………………………………………………………………………………………………………………………………………………………………………….

while China is historically quite secretive about its technological advancements and cutting-edge energy sector developments, this week Beijing made a surprising move to share its expertise with the rest of the world. This week, China signed a deal with the International Atomic Energy Agency (IAEA) to more freely share its knowledge on high-temperature gas-cooled reactors (HTGRs) with other countries. HGTRs are a form of advanced fourth-generation reactor that is capable of producing nuclear energy at extremely high temperatures, opening avenues for use in a variety of industrial applications.

The new deal “covers cooperation in HTGR research and development, reactor design, construction, commissioning and operation,” as well as the exchange of “information on supply chains and personnel training,” according to a recent Interesting Engineering report. “The deal could give other countries greater access to China’s engineering experience with HTGRs as interest grows in nuclear systems that can provide both electricity and high-temperature industrial heat.”………….https://oilprice.com/Alternative-Energy/Nuclear-Power/China-Will-Dominate-Global-Nuclear-Energy-Through-2035-Analyst-Says.html