

Inside the DOE's Ambitious Roadmap to Commercial Fusion Power
The DOE’s 2025 DoE Fusion Roadmap is a significant leap forward in planning and thought on how we get to commercial fusion. However, it’s missing a critical element: funding. I thoroughly enjoyed reading through this document and was energized by its scope and thoughtfulness. But without the next level of funding to execute this excellent vision, it lacks an executable plan for success.
China is not waiting; its government is funding and executing now. We need to do the same to stay ahead and lead the world in power generation. Doing so will also reap benefits from the hundreds of derivative technologies that will be developed in the creation of fusion energy, just as we saw with the space program.
At the SCSP AI + Fusion Summit on October 14th, when asked about China’s fusion programs, U.S. Department of Energy Secretary Wright said, “You know they have four separate centers. They spent again, probably close to $10 billion, on major facilities under construction. They've got top scientific talent.” This massive investment, combined with China's reduced transparency about its progress, has created, as Wright characterized it, a serious competitive threat to U.S. leadership in fusion technology. The contrast is stark and concerning: China's government fusion expenditures now far exceed those of the United States, creating an urgent need for increased U.S. federal investment.
Document Summary (via AI and a few human edits)
The U.S. Department of Energy has released its most comprehensive strategic plan yet for bringing fusion energy to market, and it's nothing short of revolutionary. The Fusion Science & Technology Roadmap represents a fundamental shift in how America approaches fusion energy development, moving from purely research-focused initiatives to a coordinated public-private strategy so that we can deliver commercial fusion power plants by the mid-2030s. With over $9 billion in private sector investment already flowing into U.S. fusion companies, and breakthrough demonstrations planned for the late 2020s, this roadmap arrives at a pivotal moment.
10 Takeaways from the DOE Fusion Science & Technology Roadmap
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Build-Innovate-Grow Strategy Takes Center Stage - The DOE has adopted a three-pillar approach to fusion commercialization. "Build" focuses on delivering critical infrastructure, like materials testing facilities and tritium breeding systems. "Innovate" emphasizes advancing fusion science through programs like the Fusion Innovation Research Engine (FIRE) collaboratives. "Grow" aims to expand the fusion ecosystem through public-private partnerships, supply chain development, and workforce training.
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Public Infrastructure to Support Private Sector Scale-Up - Rather than leading the development of a government-designed fusion pilot plant, the DOE's new strategy focuses on building public infrastructure to address the most common and critical technology gaps that private companies cannot solve alone—particularly in areas like tritium fuel cycles, materials testing under fusion-relevant neutron conditions, and blanket technology development.
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Timeline Synchronized with Industry - The roadmap operates on three time horizons: near-term (2-3 years), mid-term (3-5 years), and long-term (5-10 years). This is designed to deliver capabilities just ahead of when private companies will need them, as they progress from demonstration platforms in the late 2020s to commercial power plants in the 2030s.
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Fusion Prototypical Neutron Source as Top Priority - A facility capable of testing materials under fusion-relevant neutron irradiation conditions remains the single highest infrastructure priority. This capability is essential for developing structural materials that can withstand the extreme neutron bombardment in fusion reactors, addressing one of the most significant factors limiting the economics and safety of fusion.
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AI-Fusion Convergence Platform - There is emphasis on building a national digital platform that integrates AI with fusion research. This involves high-performance computing along with standardized data repositories and machine learning tools to accelerate plasma prediction, materials discovery, and reactor design optimization.
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Over 600 Experts Contributed - The roadmap synthesizes input from more than 600 scientists and engineers representing 15+ private companies, 10+ national laboratories, 72+ universities, and international partners from the UK, Japan, Germany, France, and Canada, making it one of the most comprehensive community-driven fusion planning efforts in history. Each contributor plays a crucial role in shaping the future of fusion energy.
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Eight Critical Infrastructure Streams Identified - Fusion infrastructure needs are organized into eight distinct areas: blanket development and testing; high-performance computing and AI; exhaust and plasma/high-heat-flux testing; nuclear-effects testing; remote maintenance and balance-of-plant; fuel-cycle development; driver/actuator/magnet testing; and plasma confinement performance.
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FIRE Collaboratives Bridge Research to Application - Unlike traditional foundational research programs, FIRE Collaboratives operate as accelerated, results-driven projects that adapt in real time based on outcomes. Twelve collaboratives are already underway, tackling challenges from structural materials to target injection systems for inertial fusion energy.
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Leveraging Advanced Nuclear Synergies - The roadmap explicitly calls for coordination with advanced nuclear fission R&D and deployment efforts, recognizing opportunities to share regulatory frameworks, supply chains, manufacturing capabilities, and workforce development initiatives between fusion and advanced fission technologies.
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Path to Commercialization with Transition Planning - The document outlines a meticulous framework for transitioning fusion energy from the DOE’s Office of Science to an applied energy office once key technical milestones are achieved and the technology approaches commercial readiness. This strategic planning, akin to the successful transitions of other energy technologies within DOE, provides a clear roadmap for the future, reassuring stakeholders about the progression towards commercialization.
The Strategic Context: Why Now?
The timing of this roadmap’s release reflects several converging factors that have transformed the fusion energy landscape in recent years.
First, private sector investment in fusion has exploded, with the Fusion Industry Association reporting over $9 billion invested globally, predominantly in U.S. companies. This capital is funding ambitious demonstration platforms, such as Commonwealth Fusion Systems' SPARC tokamak, Helion Energy's Polaris magneto-inertial device, and Type One Energy's stellarator, as well as numerous other approaches ranging from Z-pinch to laser-driven inertial fusion.
Second, breakthrough achievements at the National Ignition Facility, which demonstrated fusion ignition in December 2022, have validated the scientific feasibility of fusion energy and energized both public and private stakeholders.
Third, the urgent need for new clean baseload power generation, driven by skyrocketing electricity demand from AI data centers and the broader electrification of our economy, underscores the importance and potential impact of the work in the fusion energy sector. This need aligns perfectly with what fusion promises to deliver.
Finally, delays in international projects like ITER have prompted a reassessment of the U.S. strategy. Rather than waiting for international collaborations to deliver results over extended timelines, the roadmap positions the U.S. to lead fusion commercialization through a nimble, domestically focused approach. This agile approach leverages America's innovative private sector while strategically deploying public resources to address critical gaps, ensuring that the U.S. maintains a leading role in fusion.
BUILD: Developing the Infrastructure
The "Build" pillar of the DOE’s roadmap focuses on delivering physical infrastructure to test, validate, and qualify fusion technologies under conditions that approximate those of actual fusion reactor environments. This is harder than it sounds. Fusion reactors create some of the most extreme conditions imaginable, combining 14 MeV neutron bombardment, temperatures exceeding 150 million degrees Celsius at the plasma edge, enormous electromagnetic forces, and highly reactive tritium fuel.
- Materials Testing Under Fusion Neutrons - The single most critical gap in fusion R&D is the lack of a facility capable of testing structural materials under fusion-prototypic neutron irradiation. Fusion neutrons are fundamentally different from fission neutrons. They carry much higher energy (14 MeV versus 1-2 MeV) and create different damage mechanisms in materials, including high levels of helium and hydrogen production through transmutation reactions. Without testing materials under these conditions, engineers cannot confidently predict how long reactor components will last or when they'll need replacement.
- Facilities for Fusion Research - The roadmap prioritizes developing a Fusion Prototypical Neutron Source (FPNS) as the highest-priority large facility. In the interim, the roadmap calls for leveraging existing capabilities like fission reactors, spallation neutron sources, and accelerator-based facilities to begin gathering preliminary data, while also developing innovative rapid-screening techniques using cyclotron-based proton irradiation.
- Plasma-Facing Component Testing - Components that directly face fusion plasma must withstand heat fluxes comparable to or exceeding the surface of the sun, along with intense particle bombardment. The Materials Plasma Exposure Experiment (MPEX) at Oak Ridge National Laboratory will provide world-class capabilities for testing plasma-material interactions, examining how materials erode, how hydrogen isotopes are retained in surfaces, and how surfaces evolve under plasma exposure.
- Public-Private Partnerships - Additionally, the roadmap calls for partnerships between government and private industry to deliver domestic high-heat-flux testing capabilities that can expose materials to prototypic fusion power densities over large surface areas, with realistic cooling approaches.
- Blanket and Tritium Systems - Breeding and handling tritium, the fusion fuel that doesn't occur naturally and must be produced within the reactor itself, represents fusion’s most critical technology gap. The roadmap prioritizes building small-to-medium scale test stands for tritium transport phenomena, breeding material testing, and integrating blanket component testing. Multiple FIRE Collaboratives focus specifically on blanket technologies, using existing facilities like the SHINE neutron source and university-based platforms to accelerate development.
INNOVATE: Transformative Research and Cost Competitiveness
The roadmap’s "Innovate" pillar recognizes that while many fusion approaches may ultimately work, technically speaking, only those that achieve cost competitiveness with other clean energy sources will be deployed at scale. This requires continuing to pursue breakthrough innovations while also rigorously analyzing and optimizing the economics of different fusion concepts.
The twelve currently active FIRE Collaboratives represent a new model for fusion research, bridging foundational science (Technology Readiness Levels 1-2) and early-stage development (TRL 3-4) through focused, results-driven projects aligned with industry needs. These collaboratives tackle diverse challenges:
- The Integrated Materials Program to Accelerate Chamber Technologies (IMPACT) is developing U.S.-produced steel and vanadium alloys designed explicitly for fusion environments.
- The Fuel Cycle FIRE integrates modeling, materials science, and chemical processing R&D to validate direct internal recycling concepts that could dramatically reduce tritium inventory requirements.
- The Target Injector Nexus for Experimental Development (TINEX) addresses the complete lifecycle of inertial fusion targets, from manufacturing through injection, survival during transit, and engagement with laser or pulsed-power drivers.
- Advanced Profile Prediction uses AI/ML techniques and high-fidelity gyrokinetic simulations to predict plasma behavior in future power plants with unprecedented accuracy.
The roadmap explicitly embraces concept diversity, supporting continued research across magnetic confinement approaches (tokamaks, stellarators, spherical tokamaks, field-reversed configurations, Z-pinches, magnetic mirrors) and inertial fusion energy pathways (laser-driven, pulsed-power, and magneto-inertial). This hedge-your-bets strategy recognizes that different concepts may optimize for various applications—some for utility-scale electricity generation, others for industrial process heat, and still others for specialized applications.
GROW: Building the Fusion Ecosystem
The "Grow" pillar acknowledges that fusion energy's success relies on more than just technology. Deployment requires supply chains, a skilled workforce, regulatory frameworks, and market pathways.
- Expanding Public-Private Partnerships - Building on the success of the Milestone-Based Fusion Development Program, which has awarded cost-shared partnerships to eight companies pursuing diverse fusion concepts, the roadmap calls for expanded partnership programs. These include the Innovation Network for Fusion Energy (INFUSE) program, which provides companies with access to national laboratory capabilities, and emerging frameworks, such as the Public-Private Consortium Framework, that enable cost-effective access to DOE experimental facilities.
- Supply Chain Development - Many components required for fusion don't currently have established supply chains. Domestic manufacturing capabilities are needed for high-temperature superconducting magnets, specialized structural alloys, tritium-compatible materials, high-heat-flux cooling systems, and numerous other technologies. The roadmap emphasizes leveraging foundational R&D combined with pilot-scale demonstration to establish these supply chains, and explicit coordination with advanced nuclear efforts where components overlap.
- Workforce Development - Perhaps the most critical long-term challenge is ensuring sufficient trained personnel to design, build, operate, and maintain fusion facilities. The roadmap calls for integrating workforce training with infrastructure development using the construction and operation of facilities like MPEX as hands-on training opportunities. It emphasizes partnerships with universities, community colleges, and industry to create clear career pathways into fusion for individuals with diverse educational backgrounds.
- Regulatory Framework Development - The roadmap supports developing practical regulatory approaches that enable fusion energy adoption, including leveraging the Nuclear Regulatory Commission's engagement with the private sector, advancing measurement and monitoring technologies to help "as low as reasonably achievable" (ALARA) radiation safety approaches, and coordinating with international partners on harmonized standards.
The AI-Fusion Digital Convergence Platform
One of the roadmap's most forward-looking elements is the emphasis on creating a national AI-Fusion convergence platform. Fusion research generates enormous volumes of data from experimental diagnostics, simulation results, materials testing, and component performance. Historically, this data has been siloed across institutions with limited standardization, making it difficult to apply modern machine learning techniques or enable collaborative models to be developed.
The roadmap envisions a comprehensive digital infrastructure including:
- Fusion Energy Data Ecosystem and Repository (FEDER) - A standardized, accessible data system that makes datasets, models, and software workflows findable, accessible, interoperable, and reusable (FAIR principles). One FIRE Collaborative focuses explicitly on building this infrastructure.
- High-Performance Computing Integration - Coupling fusion research with DOE's world-leading computing facilities through initiatives like the SciDAC (Scientific Discovery through Advanced Computing) program, which will enable unprecedented simulation capabilities for whole-device modeling, materials prediction, and design optimization.
- AI/ML for Accelerated Discovery - Deploying machine learning for plasma profile prediction, materials discovery, target design optimization for inertial fusion, and uncertainty quantification in complex multi-physics simulations. The Advanced Profile Prediction FIRE Collaborative exemplifies this approach, developing AI-enhanced predictive capabilities for tokamak and stellarator designs.
This digital convergence platform aims to compress development timelines by orders of magnitude. It will enable virtual testing of concepts and materials before expensive physical prototypes are created, the prediction of failure modes before they occur, and the optimization of designs across vast parameters that would be impossible to explore experimentally.
Six Core Challenge Areas: Tracking Progress with Metrics and Milestones
The roadmap organizes technical progress tracking around six core Challenge Areas, each with detailed metrics and milestones spanning the near-, mid-, and long-term horizons:
- Structural Materials - Developing alloys that can survive fusion neutron fluences up to 50-150 displacements per atom while maintaining mechanical properties, fracture toughness, and dimensional stability.
- Plasma-Facing Components and Plasma-Material Interactions - Engineering materials and component designs that can handle 10-20 MW/m² steady-state heat flux, survive transient thermal loads, minimize erosion and tritium retention, and enable reliable long-term operation.
- Advancing Confinement Approaches - Demonstrating sustained burning plasma conditions across multiple confinement concepts, achieving the plasma parameters necessary for net electricity production, and validating integrated plasma control scenarios.
- Fuel Cycle and Tritium Processing - Closing the tritium fuel cycle by demonstrating breeding ratios >1, minimizing tritium inventory, validating direct internal recycling concepts, and establishing safe handling protocols for industrial-scale tritium throughput.
- Blankets - Integrating tritium breeding, neutron shielding, and heat extraction into engineering-ready blanket designs tested under prototypic nuclear, thermal, and electromagnetic conditions.
- Fusion Plant Engineering and System Integration - Developing remote maintenance systems, balance-of-plant components, and system integration approaches that enable high availability (>30% initially, targeting >80% for mature plants) and acceptable capital costs.
Each Challenge Area includes specific technical milestones—for example, demonstrating structural materials that maintain performance after irradiation to 20 dpa by 2028, or validating integrated blanket modules in prototypic neutron environments by 2032.
International Collaboration and Domestic Leadership
While emphasizing the need for domestic capabilities, the roadmap recognizes the value of strategic international partnerships. The U.S. will continue collaborating with allies through facilities like the Joint European Torus (JET) in the UK, Wendelstein 7-X stellarator in Germany, and KSTAR in South Korea, while also pursuing bilateral partnerships that leverage unique international capabilities.
However, the roadmap marks a clear shift toward ensuring the U.S. has independent domestic capabilities across all critical technology areas. This reflects both the competitive dynamics of fusion commercialization, where nations that lead in development will capture the economic benefits, and the strategic energy security implications of fusion technology.
What This Means for the Fusion Industry
For private fusion companies, this roadmap represents a commitment from DOE to provide enabling infrastructure that de-risks critical technology challenges that no single company could solve alone. Companies can instead focus their resources on optimizing their specific confinement approaches, plasma control systems, and power plant integration strategies while relying on public facilities to qualify materials, test blanket concepts, and validate tritium systems.
The roadmap's explicit alignment with industry timelines, planning infrastructure delivery to support scale-up in the 2030s, provides confidence that public capabilities will be available when companies need them. The FIRE Collaboratives offer vehicles for companies to engage with national laboratory expertise and facilities while protecting proprietary information.
Perhaps most importantly, the roadmap signals that the U.S. government views fusion not as a perpetual research program but as an emerging industry requiring strategic public investment to accelerate commercialization. This parallels how federal programs supported the nascent semiconductor, aerospace, and information technology industries in previous decades.
Challenges and the Path Forward
The DOE roadmap acknowledges significant challenges ahead. Funding remains contingent on Congressional appropriations, and the infrastructure development timeline is aggressive compared to historical standards. Coordinating across the DOE Office of Science and Office of Nuclear Energy, along with potential future applied energy offices, will require bureaucratic agility. International supply chain issues, particularly for specialized materials and components, present further execution risks.
The roadmap must remain dynamic, adapting as private demonstrations succeed or encounter setbacks, as new fusion concepts emerge, and as breakthroughs in enabling technologies like high-temperature superconductors or advanced manufacturing reshape what's possible. The establishment of a standing Roadmap Task Force with public and private sector representation aims to ensure the plan evolves responsively.
A New Era of U.S. Fusion Energy Leadership
The DOE Fusion Science & Technology Roadmap represents the most comprehensive and strategically coherent plan yet for bringing fusion energy from the laboratory to commercial reality. By focusing public investment on common critical gaps like materials testing, tritium fuel cycles, and blanket technologies, while enabling private companies to compete on plasma confinement and power plant design, the roadmap creates a division of labor that leverages the strengths of both the public and private sectors.
The Build-Innovate-Grow strategy provides a clear framework for implementation, with near-, mid-, and long-term actions tied to measurable technical milestones. The emphasis on AI-fusion convergence positions the U.S. to leverage its computational leadership to accelerate progress. And the explicit goal of delivering public infrastructure to support industry scale-up in the 2030s provides a concrete timeline against which progress can be measured.
With over $9 billion in private investment, breakthrough demonstrations planned for the late 2020s, and now a comprehensive public sector roadmap, fusion energy is transitioning from the perpetual "30 years away". It’s now on a realistic path to commercial deployment within the next decade, but increased federal funding will also be needed for the U.S. to make it all the way down that path.
The roadmap doesn't guarantee success. Fusion remains one of the most challenging engineering endeavors humanity has undertaken. But the roadmap provides the strategic framework and commitment necessary to give America's burgeoning fusion industry its best chance at achieving the dream of abundant, clean fusion power.
For anyone following the fusion energy story, whether as an investor, researcher, policymaker, or simply someone hoping for breakthrough clean energy, this roadmap marks a pivotal moment. The question is no longer whether fusion energy will work, but rather which approaches will prove most economical, how quickly they can be deployed, and whether the U.S. will lead the fusion revolution or follow others. This roadmap signals America's intent to lead.
Shaun Walsh
Shaun Walsh, AKA “The Marketing Buddha,” is a long-time student and practitioner of marketing, seeking a balance between storytelling, technology, and market/audience development. He has held various executive and senior management positions in marketing, sales, engineering, alliances, and corporate development at Cylance (now BlackBerry), Security Scorecard, Emulex (now Broadcom), and NetApp. He has helped develop numerous start-ups that have achieved successful exits, including IPOs (Overland Data, JNI) and M&A deals with (Emuelx, Cylance, and Igneous). Mr. Walsh is an active industry speaker (RSA, BlackHat, InfoSec, SNIA, FS-ISAC), media/podcasts contributor (Wall Street Journal, Forbes, CRN, MSSP World), and founding editor of The Cyber Report. I love lifting heavy things for CrossFit and strongman competitions, waiting for Comic Con, trying to design the perfect omelet, or rolling on the mat. Mr. Walsh holds a BS in Management from Pepperdine University.