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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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 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.
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.
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:
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.
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:
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.
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.
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.
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.
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.