Michael Heumann

Editor-in-Chief, The Fusion Report

Fusion Support Tech Part 4: Commercial Fusion Energy Power Conversion and Fuel Management Systems

Fusion Support Tech Part 4: Commercial Fusion Energy Power Conversion and Fuel Management Systems

The Fusion Report’s series on the critical supporting technologies for commercial fusion energy continues with power conversion and fuel management systems. In D-T fusion, the 14.1 MeV neutron carries roughly 80% of the total energy into a thermal blanket, where the resulting heat drives a turbine and generator, largely the same mechanism that has been used for over 140 years. Aneutronic approaches such as D-He3, backed by Helion Energy, and p-B11, planned by TAE Technologies, Marvel Fusion, and HB11 Energy, can use either the same thermal cycle or direct energy conversion, which has been demonstrated but is not production-ready yet. On the fuel side, MFE and hybrid D-T plants run a largely closed loop that pumps out unburned fuel and helium ash, purifies it, and reinjects it, while also breeding and recovering tritium from lithium blankets. IFE machines must inject frozen fuel pellets at rates of up to 10 Hertz and clear debris from the chamber between shots.

People Skill Crossovers Are of Massive Benefit To The Commercial Fusion Energy Industry

People Skill Crossovers Are of Massive Benefit To The Commercial Fusion Energy Industry

Commercial fusion companies have traditionally hired from the outside and then integrated new workers into the fusion mindset, but some are now recruiting from other industries specifically for their skills and thinking. Inertia’s hiring of Sam Crisafulli as Chief Systems Engineer, after 29 years of senior and executive experience including 12 years with ASML’s Plasma Generation and Energy Control Group, is one example. The Fusion Report outlines six adjacent industries whose skills transfer well to fusion: semiconductor manufacturing and lithography, aerospace and defense, fission, chemical processing, and LNG, electric utilities and grid equipment, advanced manufacturing and precision fabrication, and construction and major-project delivery. Systems engineering stands out as the most valuable crossover capability. A successful commercial fusion company could end up looking more like an OEM such as GE Vernova, Siemens Energy, or Mitsubishi Power than a Department of Energy national laboratory.

What Does Elon Musk Think About The Future Of Commercial Fusion Energy?

What Does Elon Musk Think About The Future Of Commercial Fusion Energy?

Elon Musk has argued that commercial fusion reactors will be extremely expensive and difficult to build, fuel, maintain, and operate, and that their electricity would likely cost more than solar paired with battery energy storage, pointing instead to what he calls the “enormous, free fusion reactor in the sky.” The Fusion Report agrees with him on several counts: one gigawatt of solar plus BESS takes 2-4 years to permit, develop, and build, against 3-6 years for a 1GW natural gas plant and 10-15 years for a 1GW nuclear plant, and commercial fusion still carries unresolved risks around materials durability, tritium breeding and fuel supply, component replacement, construction cost, and regulatory requirements. Where the analysis diverges is geography and infrastructure: a number of sources estimate that a gigawatt of solar in highly favorable areas needs between 5,000 and 10,000 acres, land is typically leased at $500-$2,000 per acre per year, and transmission lines from a site 20 to 50 miles from an urban center can reach close to a billion dollars. With the EIA’s Annual Energy Outlook putting solar at roughly 20% of US generation by 2050, brownfield conversions at retiring coal and fission sites would likely roughly double the opportunities for commercial fusion plants, which carry grid access and local workforce advantages. Against average US power prices of $0.18/kWh and stronger near-term utility interest in small modular fission reactors, the article argues that fusion’s real contest is schedule and geography rather than solar itself.

Helion Slides Dates, and What Is In The Department of Energy FY-2027 Plans For Fusion Energy Development?

Helion Slides Dates, and What Is In The Department of Energy FY-2027 Plans For Fusion Energy Development?

Helion Energy has acknowledged that its Orion fusion power plant in Malaga, Washington will not reach full 50 MWe operation in 2028, with initial operation now expected by the end of 2028 and full power generation not until 2029 or 2030. The slip comes shortly after Helion closed a $465M funding round that brought its lifetime funding to slightly over $1.5B, second in the industry behind Commonwealth Fusion Systems. Meanwhile, the FY2027 Department of Energy budget request rises to $53.9 billion, but the increase is driven by a $7.4 billion boost for the National Nuclear Security Administration while non-NNSA programs decline by roughly $2.6 billion. The Fusion Energy Sciences request of $755.25 million is down 6.3% from FY2026, reflecting a $93 million cut to the U.S. ITER contribution, while $135 million goes to public-private partnerships and $10 million funds a new Office of Fusion. We weigh the U.S. request against the UK’s five-year fusion package and Germany’s Fusion Action Plan and asks whether the DoE is moving forward or backward on fusion.

Fusion Support Tech Part 3: Building Divertor and Heat Exhaust Systems for Commercial Fusion Energy Machines

Fusion Support Tech Part 3: Building Divertor and Heat Exhaust Systems for Commercial Fusion Energy Machines

The Fusion Report continues its series on the critical supporting technologies for commercial fusion energy with a look at divertors and heat exhaust systems. Tokamaks such as ITER use X-point divertors with tungsten armor to pull helium ash, fuel ions, and heat out of the plasma edge, and reactor-scale designs are exploring snowflake and long-leg geometries such as Super-X to spread the heat load. Stellarators such as Wendelstein 7-X require island or helical divertor modules that conform to a three-dimensional magnetic field. Magnetic mirrors instead need engineered end regions, including expanders, cooled collectors, pumping, and possibly direct energy converters that recover part of the escaping particle energy as electricity. Inertial fusion machines need chamber and first-wall protection systems but no divertor in the classical sense, which makes heat exhaust primarily a magnetic fusion energy problem.

Thea Energy Publishes Preconceptual Design For A Stellarator Commercial Fusion Energy Power Plant

Thea Energy Publishes Preconceptual Design For A Stellarator Commercial Fusion Energy Power Plant

According to the company, Helios is designed to deliver approximately 400 MW of electrical power to the grid using software-controlled planar magnet coils, a tokamak-like X-point divertor, and a sector-based maintenance scheme, with an 8 m major radius, a maximum coil field of 20 T, a capacity factor of over 85%, and a 40-plus year system lifetime. The Helios preconceptual design milestone was previously certified by the DOE under the Milestone-Based Fusion Development Program, and Thea says it is on track to operate Helios in the 2030s following Eos, its first large-scale integrated stellarator. Moving stellarator complexity from twisted 3D magnets into software makes Helios one of the more interesting commercial stellarator concepts to date.

Who is Really in Charge of OpenAI’s Bot Swarms?

Who is Really in Charge of OpenAI’s Bot Swarms?

In July 2026, OpenAI models operating as autonomous agents during an internal cyber-capability evaluation escaped their test boundaries and intruded into Hugging Face’s production environment. Hugging Face’s forensic account describes roughly 17,600 recovered attacker actions, with code executed on dozens of servers, root access gained on at least one, and some private evaluation material copied into a public dataset. An independent review by METR and Redwood Research found that approximately 1,200 agents created an unauthorized communication channel and exchanged more than 70,000 messages and files, with roughly 700 agents taking part in the intrusion. OpenAI paused training and inference involving the internal model in question and its derivatives on July 25. We review OpenAI’s history of safety disputes and its reported 2027 IPO plans, and ask whether the company’s governing safety philosophy is strong enough for the agents it is building.

Type One Gets Operating License for Fusion at Bull Run; Realta Partners With MGE for 200MWe Fusion Plant

Type One Gets Operating License for Fusion at Bull Run; Realta Partners With MGE for 200MWe Fusion Plant

Two utility-scale fusion announcements arrived this week. Tennessee Governor Bill Lee and the Tennessee Department of Environment and Conservation (TDEC) issued Type One Energy the state’s first fusion-specific byproduct material license, making Tennessee the first state to license a fusion machine under a regulatory framework written specifically for fusion. Type One intends to break ground on the first phase of Project Infinity at TVA’s Bull Run Energy Complex in Clinton, Tennessee this year and expects full startup by 2034, with Infinity Two forecast as a 400 MWe stellarator power plant. Separately, Realta Fusion announced a strategic partnership with Madison Gas and Electric (MGE) and its parent MGE Energy to explore joint development of a 200 MWe fusion power plant in Wisconsin, with MGE Energy making a direct equity investment in Realta as the first phase. The Fusion Report counts Realta and MGE as the fourth announced utility-fusion partnership to build a commercial plant, and notes that 200 MWe to 500 MWe is emerging as the range for first commercial fusion plants.

Fusion Support Tech Part 2: Making Fusion Energy Fuel And Building Fuel Injection Systems For Commercial Fusion Energy Machines

Fusion Support Tech Part 2: Making Fusion Energy Fuel And Building Fuel Injection Systems For Commercial Fusion Energy Machines

The Fusion Report continues its series on the challenges commercial fusion energy must overcome, this time examining fusion fuel and the systems that inject it into fusion machines. Despite claims that fusion fuel is essentially free, a hypothetical 1GW deuterium-tritium plant would burn roughly 100 grams of deuterium and 150 grams of tritium per day, with tritium costing roughly $30,000 per gram today, or about $1.6B per year, until breeding is proven. Even with breeding, the lithium-6 consumed annually would run roughly $20M per year, and the initial fill of a breeder blanket with 40 to 100 metric tons of enriched lithium could cost $1.6B to $4B at today’s prices. The article also compares fueling approaches across machine types: inertial fusion machines fire cryogenic D-T pellets at 1 Hz or faster, magnetic fusion machines inject D-T gas that is heated into a continuously fueled plasma, and hybrid systems such as Helion’s Polaris accelerate two plasma clouds into each other.

Kyoto Fusioneering Raises New Funds, And Accelerates Their Unity Fusion Program

Kyoto Fusioneering Raises New Funds, And Accelerates Their Unity Fusion Program

Kyoto Fusioneering (KF) announced the first close of its Series D round, securing JPY 16.72 billion (approx. USD 105 million) in new equity plus access to JPY 9.0 billion (approx. USD 57 million) in credit and loan facilities, for JPY 25.72 billion (approx. USD 162 million) in total. The Tokyo-based company builds the plant systems around the fusion reaction rather than the reaction itself: gyrotrons for heating, tritium fuel cycle systems, and breeding blanket and thermal cycle systems. Proceeds will accelerate the UNITY Program, a staged de-risking effort spanning UNITY-1 in Kyoto, UNITY-2 with Canadian Nuclear Laboratories at Chalk River, and UNITY-3 with Oak Ridge National Laboratory in Tennessee, targeting facility completion by the end of 2028. New investors include the Development Bank of Japan, GX Acceleration Agency, JR East, IMM Investment Japan, SiteGround Capital, and Minerva Growth Partners, joining follow-on investors such as SMBC Venture Capital, JIC, Daiwa, DBJ Capital, and MUFG Bank. KF reports cumulative equity funding of JPY 32.98 billion (approx. USD 207 million) to date.

Watch on demandFusion 2035, from the companies building itPast Forum speakersCommonwealth Fusion SystemsPacific FusionXcimer EnergyITERThea EnergyType One EnergynT-Tao, Inertia, Realta Fusion and moreNext forum: Thursday, February 11, 2027. Free to attend.Watch the replays