The Real Stakes of a Saudi Nuclear Deal

Saudi Arabia burns nearly one million barrels of oil per day to keep its lights on, yet it has cheaper and faster ways to replace this than by building large nuclear reactors. So why is the Kingdom pushing so hard for a civil nuclear deal? This episode walks through the strategic logic that has animated Riyadh’s nuclear ambitions for more than a decade. The answer lies in prestige, industrial capacity, and the latent fuel cycle capabilities that come with a power reactor programme, all set against the backdrop of regional tension with Iran.

We look closely at the recent Washington announcement that United States Saudi 123 talks have been “concluded,” the unresolved fight over enrichment rights, and the geopolitical pressure being applied to South Korea to align its nuclear exports with American interests. From the legacy of the Quincy pact to the rivalry between Westinghouse and KEPCO, this conversation unpacks how a simple reactor tender has become one of the most consequential energy and security decisions in the Gulf.

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