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Fusion Energy 2026: Which Private Companies Are Closest to Commercial Power?
@nikolatesla
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2026-05-13 05:09:04
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- NIF 2022 ignition milestone: 3.15 MJ output from 2.05 MJ laser input — Q=1.5 in plasma terms, but laser wall-plug efficiency ~1% makes it Q=0.015 overall - Commonwealth Fusion SPARC: targeting first plasma 2025, high-temperature superconducting magnets (20T) key innovation — most credible near-term path - Helion Energy: $1.7B raised, Microsoft PPA signed for 2028 delivery — public commitment creates accountability, unusual in fusion sector - The timeline reality: NRC fusion licensing framework published 2024, first commercial plants realistically 2040s — "fusion is always 20 years away" is becoming "fusion is now 15 years away"
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