Trump Is Pushing Nuclear Energy, Including Saudi Deal. His Family and Supporters Could Benefit. – The New York Times

Donald Trump is actively advocating for a significant expansion of nuclear energy, a strategy that includes facilitating a deal for Saudi Arabia to develop its own nuclear power capabilities. This renewed push has raised questions regarding potential financial benefits for his family and supporters, given their existing business ties and past involvement in similar initiatives. The proposals could reshape global energy markets and geopolitical alliances, while also igniting debates over non-proliferation and ethical governance.
Background on Nuclear Ambitions
The United States nuclear industry has faced decades of decline, with few new reactors built since the 1970s. However, there’s a growing bipartisan consensus on the need to revitalize the sector, driven by climate change concerns, energy independence, and the strategic competition with nations like Russia and China in nuclear technology exports. Small Modular Reactors (SMRs) represent a promising frontier, offering smaller, more flexible, and potentially safer nuclear power generation.
Saudi Arabia, under its Vision 2030 economic diversification plan, has expressed a strong desire to develop a civilian nuclear energy program. This initiative aims to reduce the kingdom’s reliance on oil for electricity generation, free up crude for export, and gain technological prestige. For years, Saudi Arabia has sought international partners for this endeavor, engaging with multiple countries including the United States, South Korea, France, and China.
During his first term (2017-2021), then-President Trump’s administration made efforts to advance a nuclear deal with Saudi Arabia. These discussions involved the potential transfer of U.S. nuclear technology and expertise. A key player in these early efforts was IP3 International, a consortium of retired U.S. military officers and national security figures, which aggressively lobbied the White House to facilitate a deal. The company’s proposals, which included building dozens of reactors in Saudi Arabia, sparked controversy due to the involvement of individuals with close ties to the Trump administration and concerns over the transparency and security implications of such a transfer.
Key Developments and Proposals
In recent public statements, Donald Trump has reiterated his commitment to bolstering the U.S. nuclear energy sector. He has emphasized the need for new reactor construction domestically and has explicitly advocated for the United States to become the world’s leading exporter of nuclear technology. A central component of this strategy involves assisting Saudi Arabia in building its own nuclear power plants.
The proposed deal with Saudi Arabia would likely involve the transfer of sensitive nuclear technology, requiring a «Part 810» authorization from the U.S. Department of Energy. Such authorizations govern the export of unclassified nuclear technology, services, and components. Traditionally, the U.S. has insisted on a «gold standard» agreement, which requires recipient nations to forgo uranium enrichment and reprocessing capabilities – processes that can be diverted to produce weapons-grade material. Saudi Arabia has historically resisted this stringent condition, expressing a desire for full control over its nuclear fuel cycle.
Several individuals with close ties to Trump have been linked to Saudi Arabian business interests that could benefit from a nuclear deal. Jared Kushner, Trump’s son-in-law and former senior advisor, received a $2 billion investment from Saudi Arabia’s Public Investment Fund for his private equity firm, Affinity Partners, shortly after leaving the White House. While not directly involved in nuclear energy, this investment highlights the deep financial connections between Trump’s inner circle and the Saudi government. Additionally, figures like Michael Flynn, former National Security Advisor, and Tom Barrack, a prominent Trump fundraiser, were previously involved with IP3 International’s efforts to secure a Saudi nuclear contract. These connections fuel concerns about potential conflicts of interest, as a presidential push for a deal could indirectly or directly benefit entities associated with the Trump family and his political allies.
Potential Impact and Concerns
A U.S.-Saudi nuclear deal could have far-reaching impacts. Economically, it could provide a significant boost to the American nuclear industry, creating jobs in manufacturing, engineering, and construction. For Saudi Arabia, it would accelerate energy diversification, reduce domestic oil consumption, and position the kingdom as a regional leader in advanced energy technology. The scale of investment could be enormous, potentially totaling tens of billions of dollars over decades.
However, the proposal raises substantial non-proliferation concerns. If the U.S. were to relax its «gold standard» requirements, allowing Saudi Arabia to enrich uranium, it could set a dangerous precedent. This move might prompt other nations in the Middle East, such as Egypt or Turkey, to pursue similar capabilities, potentially leading to a regional nuclear arms race. Iran, a rival to Saudi Arabia, already has an advanced enrichment program, and a Saudi program without strict safeguards could further destabilize an already volatile region. Congressional oversight would be crucial, as any deviation from established non-proliferation norms would likely face intense scrutiny from both Democrats and Republicans.
Ethical concerns regarding potential conflicts of interest are also prominent. The extensive business dealings of the Trump Organization and its affiliates with Saudi Arabia, including golf tournaments and real estate projects, create a perception that presidential actions could be influenced by personal financial gain. Should a nuclear deal proceed, companies or individuals with ties to Trump could be positioned to secure lucrative contracts for construction, maintenance, or consulting, raising questions about the appropriate separation between public service and private enterprise. Critics argue that such arrangements could violate the spirit, if not the letter, of emoluments clauses designed to prevent officials from profiting from their office.
What Comes Next
Should Donald Trump win the 2024 presidential election, his administration would likely move swiftly to advance a nuclear energy agenda, including the Saudi deal. This would involve intense diplomatic negotiations with Riyadh and potentially a push for congressional approval of a «Part 810» waiver, or an executive attempt to bypass some of the more stringent non-proliferation requirements. The specifics of any safeguards agreement would be paramount and heavily scrutinized by international bodies and non-proliferation advocates.
Congress would play a critical role. Lawmakers from both parties have expressed concerns about nuclear proliferation in the Middle East and the potential for an erosion of U.S. non-proliferation standards. Any deal would likely face significant debate and potentially attempts to impose strict conditions, such as requiring Saudi Arabia to purchase nuclear fuel from international markets rather than enriching its own.
Internationally, a U.S.-Saudi nuclear agreement could prompt strong reactions. Iran would likely view it as a direct threat, potentially accelerating its own nuclear program. Israel, a key U.S. ally, would also closely monitor developments, given its long-standing security concerns in the region. The global nuclear industry, including competitors from Russia and China, would watch closely to see if the U.S. can reassert its leadership in nuclear technology exports. The future of nuclear energy, both domestically and internationally, hinges significantly on these unfolding political and strategic decisions.
