Back to reports
Technology TrendsFeatured

Fusion Energy Commercialization Roadmap

From Lab to Grid: The Next Decade

An in-depth look at the private fusion industry, analyzing the leading contenders for the first commercial pilot plant.

Published Nov 20, 2024
30 min read
3.2 MB
8 preview pages
Clean Energy Logo
Technology Trends

Fusion Energy Commercialization Roadmap

From Lab to Grid: The Next Decade

Nov 20, 2024

Executive summary

Private fusion funding has reached critical mass. We analyze the timeline for the first electrons on the grid.

Key findings

1

Private investment in fusion exceeds $6B.

2

First pilot plants expected by 2030.

3

Regulatory frameworks are beginning to form.

4

Supply chain for high-temperature superconductors is the key constraint.

Table of contents

The State of FusionPage 3
Leading Approaches: Tokamak vs. InertialPage 10
Investment LandscapePage 18
Regulatory OutlookPage 25

Methodology

Technical analysis of published results and interviews with CTOs of leading fusion startups.

Data sources

Fusion Industry Association, Academic Publications

About the author

YL

Yang Liu

Hydrogen Technology Director

Expert in clean energy markets with 10+ years of institutional research leadership.