China Launches World’s First Thorium Reactor Success

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Dec 8, 2025

Deep in the Gobi Desert, Chinese scientists just flipped the switch on the world’s first thorium molten salt reactor – and it actually works. This quiet breakthrough could shatter decades of uranium dependence and put China decades ahead in clean nuclear power. But what does it really mean for the rest of the planet?

Financial market analysis from 08/12/2025. Market conditions may have changed since publication.

Imagine a power source so abundant that one modest mine in a remote corner of Inner Mongolia could keep an entire nation running for centuries – without the geopolitical headaches that come with uranium. Sounds almost too good to be true, right? Well, as of late 2023, that scenario just moved from science-fiction to cold, hard reality.

Out in the windswept Gobi Desert, a small team of Chinese researchers quietly achieved something the rest of the world has been chasing for more than sixty years: they got a thorium molten salt reactor to work, steadily producing heat through nuclear fission for over aYEAR now. And the implications are nothing short of seismic.

The Breakthrough Nobody Saw Coming (At Least in the West)

Let’s be honest – most of us in the West stopped paying serious attention to thorium after the U.S. abandoned the idea back in the 1970s. The Americans had a perfectly functional molten salt test reactor running at Oak Ridge in the 1960s, then shut it down because it didn’t produce weapons-grade material. Politics over physics. Classic.

Meanwhile, China never forgot the file was left open. And now, decades later, they’ve sprinted past everyone else.

The reactor in question reached first criticality – the point where a self-sustaining fission reaction begins – on October 11, 2023. Since then it has been quietly, reliably pumping out heat. No drama, no multibillion-dollar overruns, no endless regulatory delays. Just results.

So How Does a Thorium Reactor Actually Work?

Traditional reactors run on uranium-235, which is rare and needs expensive enrichment. Thorium-232, on the other hand, is roughly three to four times more abundant than uranium in the Earth’s crust and occurs naturally in a form you can literally shovel into the reactor.

Here’s the clever part: thorium itself isn’t fissile – it can’t sustain a chain reaction on its own. But when you hit thorium-232 with a neutron, it transforms through a couple of short-lived steps into uranium-233, which is beautifully fissile and produces energy just like U-235.

  • Thorium-232 absorbs a neutron → becomes Thorium-233
  • Thorium-233 quickly decays → Protactinium-233
  • Protactinium-233 decays (27-day half-life) → Uranium-233
  • Uranium-233 splits, releases energy + more neutrons → chain reaction

The whole thing happens inside a bath of molten fluoride or chloride salts that operate at atmospheric pressure and ridiculously high temperatures – around 700°C. That means no water, no high pressure, and a drastically lower risk of the kind of catastrophic meltdown we associate with traditional plants.

“If something goes wrong, the molten salt simply drains into a passive cooling tank and solidifies. It’s basically fail-safe by design.”

– A phrase you’ll hear from every molten-salt advocate, and it’s actually true

Why Thorium Suddenly Solves China’s Biggest Energy Headache

China is building nuclear plants at a pace that makes the rest of the world look asleep. While the U.S. spent 14 years and roughly $30 billion bringing two traditional reactors online at Vogtle, China commissioned more than a dozen in the same time frame – with another thirty-plus under construction.

But there’s a catch. All those shiny new reactors still need uranium fuel, and nearly half the world’s enrichment capacity sits in Russia. Beijing hates depending on anyone for strategic resources, especially when that someone has shown a willingness to play energy hardball.

Thorium flips the script. China has massive thorium-rich monazite deposits, especially in Inner Mongolia. Some estimates suggest a single mining district there contains enough thorium to power the entire country for centuries – possibly millennia – at current consumption rates.

In other words, thorium gives China something close to energy sovereignty on steroids.

The Safety Story Nobody Talks About Enough

I’ve always found the safety argument around molten salt reactors oddly underplayed in mainstream coverage. Maybe because it sounds too good to be true.

Traditional water-cooled reactors operate under enormous pressure. Get a leak, lose coolant, and bad things happen fast – think Three Mile Island, Chernobyl, Fukushima. Molten salt reactors run at normal atmospheric pressure. The fuel is already melted; it’s the coolant. A rupture just means the liquid drains into a catch basin and freezes solid. Game over, no explosion, no widespread contamination.

Plus, thorium cycles produce way less long-lived radioactive waste. The waste that is produced decays to background levels in a few hundred years rather than tens of thousands. That’s a difference that actually matters when you’re thinking centuries ahead.

Where Does This Leave the Rest of the World?

Frankly? Playing catch-up. Again.

Private companies in the U.S. – Copenhagen Atomics, TerraPower, Kairos Power, Moltex – are all working on molten salt designs, but they’re years away from a grid-connected plant. India has long talked about thorium because of its own massive reserves, but bureaucratic inertia has slowed progress to a crawl.

China, meanwhile, isn’t just running an experimental 2 MW test reactor. They already have plans for a 10 MW version by 2030 and commercial-scale plants in the hundreds-of-megawatts range shortly after. When Beijing decides something is strategic, things move.

And let’s not pretend export markets don’t matter. China is already the go-to financier and builder for nuclear plants across Africa, South America, and parts of the Middle East. Offer those countries thorium reactors that run on fuel they can dig out of their own backyard? That’s a diplomatic and commercial sledgehammer.

The Thorium Fuel Cycle in Plain English

Still wrapping your head around the science? Here’s the simplest way I’ve found to explain it to friends over a beer:

Think of uranium reactors like a gasoline car – you need highly refined, scarce fuel, and you throw away a lot of toxic exhaust. Thorium reactors are more like an electric car with a magic battery that slowly recharges itself using dirt-common materials and produces almost no long-term waste.

Not perfect, but directionally transformative.

FeatureTraditional UraniumThorium Molten Salt
Fuel abundanceRelatively rare3-4× more common
Operating pressure150+ atmospheres1 atmosphere
Meltdown riskPossiblePhysically impossible
Waste lifespanTens of thousands of yearsFew hundred years
Weapons proliferationEasier path to bomb materialExtremely difficult

What Happens Next – My Take

Look, I’m not naïve enough to think thorium is going to save the world tomorrow. There are still engineering hurdles, regulatory frameworks to build from scratch, and decades of institutional inertia to overcome.

But when a country that already builds nuclear plants faster and cheaper than anyone else suddenly removes the single biggest strategic constraint – foreign fuel dependence – you have to pay attention.

This isn’t just another reactor. It’s potentially the off-ramp from the entire uranium enrichment cartel that’s dominated nuclear energy since the 1950s.

And maybe – just maybe – it’s the wake-up call the rest of the world needed to remember that nuclear doesn’t have to mean 20th-century technology forever.

The Gobi Desert experiment is still small. But small experiments have a way of becoming very large realities when the incentives line up. And right now, for China, every incentive on earth is pointing in the same direction.

The thorium age isn’t coming. For at least one country, it’s already here.


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