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Nuclear and energy security in the Middle East

A system under pressure, a technology returning

Fotis Kampouris Executive Vice President, Asia​ View profile

At the Nuclear Energy Summit in Paris earlier this year, one message was clear: nuclear energy has moved firmly back into the mainstream of energy strategy, following a period of limited investment and political hesitation.

That shift is being driven by energy security concerns, the delivery requirements of net-zero targets, rising electricity demand and a more volatile geopolitical environment that is reshaping long-term energy planning. Nowhere is that convergence more significant than in the Middle East.

What changed in Paris was not the argument for nuclear, but the tone of the discussion: how to deliver it at scale, at pace and to consistent global standards. Nuclear is now being positioned alongside renewables, grid infrastructure and industrial demand as part of a broader energy system.

This system perspective is particularly relevant in the Middle East. Demand is rising quickly, driven by industrial growth, population expansion and new sectors such as hydrogen and digital infrastructure. At the same time, governments are also advancing strategies that prioritise diversification, resilience and long-term sustainability while navigating geopolitical complexity. The result is a more demanding energy system, where reliability and continuity of supply are the priorities.

Within that context, nuclear energy is gaining traction because it addresses a specific system requirement. Renewables will continue to scale and remain foundational, but as their share increases, maintaining system stability becomes more challenging, particularly where grids must support both variable generation and continuous industrial load.

Nuclear provides consistent baseload power, supports grid reliability and enables energy-intensive sectors that cannot tolerate interruption, while also reducing exposure to fuel price volatility. Alongside this, there is growing interest in more flexible deployment models, including Small Modular Reactors (SMRs), which offer potential for more localised and scalable manufacturing while still requiring adherence to standards such as ISO 19443.

In practice, this shift is already reflected in how programmes are progressing across the region. Several countries in the region have already moved beyond planning. The UAE’s programme is operational, and others are progressing through feasibility and regulatory development aligned with long-term economic objectives. The direction is clear, but the pace of delivery depends on the strength of the industrial ecosystem that underpins nuclear expansion.

That ecosystem is complex and slow to build. It depends on specialised engineering, nuclear-grade manufacturing, regulatory maturity and robust supply chains. In the Middle East, nuclear programmes are developing alongside these capabilities, creating a dual challenge of building domestic capacity while integrating into global supply chains that are already under pressure. A significant share of nuclear-grade components is still sourced from established hubs in East Asia, notably South Korea, reinforcing dependencies and increasing exposure to disruption.

This makes existing supply constraints more acute. A key constraint highlighted in Paris is the limited capacity of the global nuclear supply chain after years of underinvestment. Nuclear-grade components require certified manufacturing processes, traceability of materials and adherence to uncompromising quality standards such as ISO 19443. As demand accelerates, this creates pressure on lead times, supplier availability and regulatory approval processes, particularly for countries building capability while relying on international supply networks.

This also places greater emphasis on regulatory alignment and assurance. Nuclear projects operate across multiple jurisdictions, each with its own regulatory requirements, licensing processes and inspection regimes. Ensuring consistency across these systems – while maintaining safety, quality and compliance – requires robust oversight, independent verification and a high degree of coordination between operators, suppliers and regulators.

For organisations operating in or exposed to the region, these shifts have direct implications. Energy is becoming an active variable in operational and supply chain planning. Supplier networks are being reassessed, alternative sources are being explored and exposure to disruption is increasing.

This places greater emphasis on risk management. New suppliers must be validated against rigorous quality and safety standards, supply chains must be traceable and regulatory requirements must be met consistently across jurisdictions.

At the same time, organisations need to understand where they are exposed, stress-test contingency plans and embed resilience into operations rather than treating it as a separate exercise.

The energy transition is entering a more demanding phase, where success depends on the ability to operate complex systems under economic, operational and geopolitical pressure. In the Middle East, nuclear energy is becoming part of that system.

The defining challenge now is delivery: executing complex programmes with control across supply chains, standards and regulation. Organisations needs to understand dependencies, validate suppliers and build resilience into operations from the outset.

Those that do this well will move faster, with fewer surprises.

 

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