Support us Construction site of Huanglong One unit 4 in Zhangzhou, East China's Fujian Province, September 27, 2024. Photo: Global Times China’s expanding nuclear industry is becoming a new instrument of geopolitical influence across Southeast Asia. From Vietnam to Indonesia, governments increasingly view nuclear energy as necessary to sustain industrial growth, AI infrastructure and rising electricity demand while reducing dependence on coal. The result is a regional nuclear reconsideration that would have seemed politically improbable only a decade ago. Vietnam and Russia signed an agreement in March 2026 for the Ninh Thuan 1 nuclear power plant. The Philippines and Indonesia aim to operationalize reactors in the early 2030s, while Malaysia, Thailand and Singapore are studying small modular reactors as part of future energy planning. At the center of this transformation stands China. While France, Russia, South Korea and the United States remain major exporters, Beijing has emerged as perhaps the most consequential long-term nuclear partner for Southeast Asia, combining financing, industrial scale and state-backed delivery capacity few rivals can match. Nuclear partnerships are not ordinary infrastructure deals.
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