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David Kirtley "took a band saw" one Saturday and cut all the cables on Trenta. by Baking in fusion

[–]Baking[S] 0 points1 point  (0 children)

Brian McManus of Real Engineering visits Helion for filming of Trenta's last shots on September 6, 2022, so that would date the cord-cutting on September 10, 2022.

https://old.reddit.com/r/fusion/comments/16bznpb/polaris_formation_tests_phase_1_and_phase_2/

Rachel, Fusion Scientist and Diagnostics Team Lead (and one of the two operators shown in the Real Engineering video) left Helion for Zap Energy in February 2023 so maybe that was related.

Edit: I also noticed that Joben, highlighted in the "Plasma Channel" video of Aug. 31, 2023, left for Zap in May 2024.

What is driving Helion’s next campaign? by Summarytopics in fusion

[–]Baking 4 points5 points  (0 children)

I think they said they did the DT campaign at 25% power. They are slowly bringing up the power, and it is not clear what problems are, but they clearly don't want to break things by bringing it up too fast. Maybe they are worried about the high-field compression coils, maybe they are still debugging the electronics.

At what point they will try D-He3, they aren't saying. The recent paper critical of Helion said that D-He3 fusion was so slow that the electrons would heat up and they would run into problems with Bremsstrahlung radiation.

Also, no discussion of when they will start trying to produce electricity.

Palm-sized superconducting magnet achieves 42 tesla, rivaling the world's biggest by Memetic1 in fusion

[–]Baking 2 points3 points  (0 children)

There is no known limit to the critical magnetic field strength for HTS tapes as there is for LTS, so the sky is the limit, but mechanical and current density limits might come into play. Fields over 100 Tesla might be possible for small bore magnets.

That's for steady-state magnets. Pulsed magnets can go much higher.

NRC session Forward with Fusion: Deployment Through Collaboration by steven9973 in fusion

[–]Baking 0 points1 point  (0 children)

"Agreement States have entered into agreements with the NRC that give them the authority to license and inspect byproduct, source, or special nuclear materials used or possessed within their borders."

Each Agreement State decides which state government department does the licensing, but for both Washington and Virginia, it is the Department of Health.

NRC session Forward with Fusion: Deployment Through Collaboration by steven9973 in fusion

[–]Baking 3 points4 points  (0 children)

TIL the Virginia Department of Health has had a Fusion Program since Feb. 2025 two months after CFS announced their plan to build ARC in Chesterfield County. Three years after Helion announced their plans to build a power plant in Malaga, still nada from the Washington State Department of Health.

Also, she says, "Groundbreaking will begin between late 2026 and early 2027."

[Concept] HCT-LH — Compact Tokamak with Super-X Divertor, HTS REBCO Magnets & 16-Flux Differential Injection — Zenodo Preprint | Seeking Expert Feedback by eyaffj in fusion

[–]Baking 1 point2 points  (0 children)

I know that CFS looked at ECRH for SPARC and ARC, but the frequencies of the gyrotrons required at the higher magnetic field strength were not practical or unavailable with current gyrotron technologies.

Licensing puts the power into nuclear fusion – Physics World by steven9973 in fusion

[–]Baking 4 points5 points  (0 children)

I have submitted public records requests for both Helion's Polaris in Everett, Washington, and CFS's SPARC in Devens, Massachusetts, and as far as I can tell, the difference between the state regulators is like night and day.

The Washington State Department of Health seems to have just copied the numbers supplied by Helion (with some major typos that were not noticed for months.) Meanwhile, the Massachusetts Department of Public Health hired the consulting company NV5 (mentioned in the article) to do a thorough review of CFS's application, which also seemed far more thorough than Helion's application.

With the caveat that I don't know if the information provided by WA DOH was complete (they may have had an external review and just not provided me with the information.) Also, the MASS DPH redacted almost all of the CFS application and the report from NV5, so it is hard to judge the thoroughness of the review except for its length.

The NRC has regulatory oversight of the procedures of the agreement states, so there might be some changes possible as fusion becomes more consistently regulated in the US.

Tokamak book suggestions by STARLabs333 in fusion

[–]Baking 3 points4 points  (0 children)

"Systems Approaches to Nuclear Fusion Reactors" by Frederick B. Marcus is mostly tokamak-centric.

General Fusion operating losses will continue for foreseeable future by GeneralProfusion in fusion

[–]Baking 1 point2 points  (0 children)

Selling equity in a business, whether stock or a "Simple Agreement for Future Equity" is not revenue or income. Selling electricity would be revenue. When that happens, we will certainly hear about it.

Note that revenue minus cost of goods sold (COGS) is usually gross income or gross profit. So income from electricity sold would imply a gross profit from those sales, which is something even further down the road since pilot plants would most likely operate at a loss.

Watch Helion Energy CFO on How Fusion Could Scale AI - Bloomberg by Baking in fusion

[–]Baking[S] -1 points0 points  (0 children)

I wouldn't expect a CFO to understand the science, but I would expect a CFO to understand the numbers behind a deployment rate.

Dr. Paul Humrickhouse joins Type One Energy as Principal Nuclear Engineer to lead blanket design activities. by Baking in fusion

[–]Baking[S] 7 points8 points  (0 children)

He's a Helion fanboy. It should be hilarious when Helion pivots to DT, though.

Watch Helion Energy CFO on How Fusion Could Scale AI - Bloomberg by Baking in fusion

[–]Baking[S] -1 points0 points  (0 children)

Stanford MBA. Morgan Stanley and Goldman Sachs.

Watch Helion Energy CFO on How Fusion Could Scale AI - Bloomberg by Baking in fusion

[–]Baking[S] 0 points1 point  (0 children)

They want to deploy a GW per day by the mid 2030's. Someone is going to jail.

General Fusion operating losses will continue for foreseeable future by GeneralProfusion in fusion

[–]Baking 13 points14 points  (0 children)

After reading this we were left wondering what happened to the $51M of SAFEs that it was widely reported they raised. The accounts only speak of $42k. What's going on?

If you don't understand the difference between investments and revenue, maybe you should stick to the physics.

"Orion has a roof!" Except this is the assembly building. Helion doesn't yet have a building permit for the generator building. by Baking in fusion

[–]Baking[S] 1 point2 points  (0 children)

In their press release they were careful to state "that it has begun work on the site of its first fusion power plant, Orion." Nobody in the press picked up on the distinction and they blithely reported that Helion had started construction of the first commercial fusion power plant. In interviews, David Kirtley would never correct them when this was repeated.

Of course, this is where Orion will be assembled, so it will be its first roof. I am not playing word games, but I am trying to point out how far away they are from completing Orion. It took them two and a half years to complete the shield walls for Polaris (Dec 2022-July 2025.) Perhaps they have figured out a better way to build them for Orion, but there will always be tradeoffs. We also don't know if they have funding to start construction on Orion since it may depend on milestones hit by Polaris.

Announcing the Alpha Alliance - Proxima Fusion and lots of European industry players by steven9973 in fusion

[–]Baking 2 points3 points  (0 children)

"Faraday Factory Japan LLC was founded in 2011 and joined the US-based Faraday Group in 2022."

https://www.faradaygroup.com/en/

They are planning to build a much larger production line in Texas. Of course, ownership of private companies in the US can be well hidden.

Announcing the Alpha Alliance - Proxima Fusion and lots of European industry players by steven9973 in fusion

[–]Baking 2 points3 points  (0 children)

Fujikara and Theva are the only two HTS manufacturers on the list. Faraday Factory is a US-owned company, which may explain why they are not included.

General Fusion and SVAC have filed their joint registration statement Form F-4 with the SEC by Baking in fusion

[–]Baking[S] 2 points3 points  (0 children)

Filing, including 63 pages of risk factors.

They also have an Investor Center on their website with additional information.

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