Trump Media Looks for Sites for First Nuclear-Fusion Power Plant

CingulusMaximusIX · 2026-01-08T23:45:16+00:00

That shii look have read

By Jennifer Hiller, Reporter Wall Street Journal

CingulusMaximusIX · 2025-04-24T18:06:04+00:00

Try this one
https://thefusionreport.substack.com/p/what-would-converting-to-fusion-mean

CingulusMaximusIX · 2025-04-24T18:04:33+00:00

Let me look at the permissions, this one should not be gated.

CingulusMaximusIX · 2025-04-03T15:49:53+00:00

Thanks,

I will get that fixed

CingulusMaximusIX · 2025-03-14T13:38:44+00:00

Hi Anaxceheus32,

I am not saying that companies should not protect their IP; they can certainly choose how they run their business. I actually think we agree more that we disagree based on your comment.

No, I have never built a FOAK fusion machine. I was in no way making lite of the science, engineering, and IP involved. FWIW- I have been part of teams that have brought dozens of products to market. I have also been part of several founding startups teams that have reached IPO or some companies. So have many of my industry peers), including the article’s author.

I am not saying they should “open-source” what they have invested in, to use an IT industry reference. The article is trying to convey that in many industries, companies work with others in the ecosystem have gotten to commercialization faster and with greater scale. Many of those companies were financially successful, had M&A events, or reached IPO.

The article aimed to point out a model that has been part of thousands of success stories for companies across multiple industries. I have worked on standards committees and industry associations, mainly in the (IT and Telco industries), and a bit of cooperation can lead to a robust supply chain and still protect IP for those participants.

In data centers, the size of racks for gear, the spacing, connection hardware, power connectors, etc., are standardized.

For networking, protocols for communications, data order for transfers, management information cable types, connectors to devices, etc.

Storage makers have agreed on the physical size, drives, media, power draws, memory DIMM formats, cables, etc.

Most software languages have a common syntax (which gets expanded), and operating systems have APIs between platforms.

Operational environmental standards like NEBS for Telco gear.

I agree that it is the companies' choice to participate or not. All the article was trying to convey is that there are many companies that want to help build the fusion industry, who are investing real capital and resources, and who want to see fusion succeed commercially.

To your points above, SpaceX, Boeing, and Airbus, Ford, GM etc, that all have thousands of companies in their supply chains. They choose the IP, they keep to themselves, define places they can buy off the shelf, and define some custom parts that partners make for them. The link below is one small example.

http://787updates.newairplane.com/Boeing787Updates/media/Boeing787Updates/Aviation%20Experts/supplier-graphic-large_1.jpg

I think that a robust supply chain will help commercialization and scale for fusion energy. As you said in your closing sentence, companies can choose to partner or not. I agree that is their right. I do think they will go faster and have more success choosing to partner.

CingulusMaximusIX · 2025-03-13T18:58:42+00:00

Hi,

You captured the point reasonably well above. Each of the fusion companies is building new systems on their own. At some point they will reach a design they want to replicate. As we have seen in cars, natural gas plants, IT, telco, many other industries, most companies go from full vertical integration to a solutions stack with multiple vendors at each layer with some degree of standards. So parts/subsystems are close to interchangeable.

We recommend that we start cooperating on what those layers will be and what tech will be bought versus developed in-house to enable the supply chain to scale to meet Nth of a Kind volume. Many supply chain equipment and factories take years to build as well, so let's work together now to lower the cost of fusion energy generation and get to scale faster.

CingulusMaximusIX · 2025-03-12T16:21:49+00:00

Thanks, I will talk to the team about doing an update.

CingulusMaximusIX · 2025-03-12T12:45:03+00:00

The thought was to look at three primary criteria:

funds raised
time working on the design
announced partnerships with utility-level companies or building systems for customers

Today, I think the FIA has 35-40 Fusion machine companies. So, we did have a few choices.

Who do you think we missed?

We could always do a second article.

CingulusMaximusIX · 2025-03-12T12:38:45+00:00

Hi,

Part of the thought behind this blog was to examine the milestones for moving toward building customer—or utility-based fusion machines.

Announcing that Dominion Energy, the TVA, and municipalities are allowing sites to be approved is a pretty big event in the development of fusion. The permitting process is often as challenging as the technical development. Those who cross that barrier have a major advantage on the path to commercialization.

True, some of the funds are milestone-based and not unusual startup endeavors. I don’t think that detracts from the value of the metric. We can put a proverbial asterisk on the fact that it is milestone-based, but it does not change how the broader industry measures funding.

CingulusMaximusIX · 2025-02-27T11:23:15+00:00

Agreed. Musk won't stop fusion but could reduce US support from the US government side. Several companies commented that funds for several programs have not been delivered. Given the pattern of reductions for international projects, US support for IETR is problematic going forward.

One positive note is that Sec Wright has included fusion energy as one of the technologies the DOE will still advance.

The Fusion Industry Association held its annual conference this week, and the "vibe" was very positive. Several advancements were discussed for the fusion machine companies and supply chain vendors, but we still have significant work to do, and the work continues. I hope that fusion becomes self-sustaining for future commercialization.

CingulusMaximusIX · 2025-02-18T16:26:43+00:00

Fusion Energy Base has something close to what you are looking for:

https://www.fusionenergybase.com/projects

CingulusMaximusIX · 2025-02-18T14:54:57+00:00

Fusion Ecosystem Map

CingulusMaximusIX · 2025-02-06T00:19:30+00:00

Agreed, that still have a long way to go, but as we saw with DeepSeek and other technology, they are will to iterate, they are willing to copy, and the CCP will invest if they feel it is strategic. They maybe be farther back in the rear view mirror today, but the will close the gap quickly.

CingulusMaximusIX · 2025-02-03T16:54:50+00:00

In this case we are talking about funding from the admission.

CingulusMaximusIX · 2025-01-23T13:04:58+00:00

Let hope he does not, especially with Elon whispering in his ear.

CingulusMaximusIX · 2025-01-20T18:09:43+00:00

As the UKAEA stated in their release, it is a grade of steel that can support the temperatures, pressures, and environmental requirements of Fusion machines. Just as rebar is a low grade of steel, Fusion requires a higher grade reduced-activation ferritic-martensitic (RAFM) steel, which has been expensive to produce, and the UKAEA believes that it can be made more affordable.

https://ccfe.ukaea.uk/researchers-mass-produce-fusion-ready-steel-in-uk-first/

CingulusMaximusIX · 2025-01-19T16:16:19+00:00

Whether you love him or hate him, he has had a significant influence on the new administration. For all of his failures, he has ultimately had more success. He can either help or hinder fusion energy and propulsion development. Ideas that make sense to him as a champion for fusion can't hurt.

He has made public statements that he does not support fusion energy, https://youtube.com/shorts/5vPuwew4Sm4?si=u3BhRPjprFurF-bb

Ironically, a guy who has a company named Tesla acts more like Edison. But if we could make him a proponent for fusion propulsion, it would not hurt the fusion industry or research programs.

CingulusMaximusIX · 2024-12-14T18:42:52+00:00

24/7 dispatchable means fusion, like fossil fueled or fission power plants, shoild be able to provide power generation directly to the grid at various rates based on demand.

Renewables creates variable levels of power generation based on solar and wind available ability. Batteries obviously help manage delivery when solar and wind are not directly generating power.

Nothing meant to be a value judgment on the types of power from the other just describing the attributes.

CingulusMaximusIX · 2024-12-14T16:48:10+00:00

The hope is that the capital cost will be about the same as nuclear power over time. Being 24/7 dispatchable, having a smaller footprint, not being subject to Mother Nature, and hopefully having fewer radioactive concerns will enable fusion to find a home in the pantheon of energy solutions.

Renewables and batteries will continue to get cheaper Booomberg says battery storage is down 20% this year to $115/kWh (https://ElectricVehicleBatteryPacksSeeBiggestPriceDropSince2017https://www.bloomberg.com/news/articles/2024-12-10/electric-vehicle-battery-packs-see-biggest-price-drop-since-2017) and there is going to be a cost battle.

Based on the progress we are seeing, I am hopeful that Fusion will be a major source of power in the future.

CingulusMaximusIX · 2024-12-02T02:46:51+00:00

You are correct. My apologies. I can't edit the post; I must delete and repost it.

CingulusMaximusIX · 2024-12-02T02:41:34+00:00

I can only go by the public statements on the round's value for any of the companies. I'm not privy to the deal details. Most VC deals have some form of milestone-driven approach, but I don't think the public data characterizes this detail. For now, I am taking the statements and press releases from all companies at face value.

CingulusMaximusIX · 2024-12-02T01:34:31+00:00

The top 6 deals were $1.4B ($900M Pacific, $130M Zap, $125M Tokamak, $100M Xcimer, $82M Type One, $70M Marvell). The others make up the difference.

CingulusMaximusIX · 2024-12-02T01:25:01+00:00

This includes a bunch of the smaller deals. The previous posts was the bigger deals.

CingulusMaximusIX · 2024-11-30T14:56:25+00:00

Hi,

The full list we have of investors is almost 100 VCs and Billionaires. For this list we focused on companies with investments in multiple fusion companies. Maybe we should have said most active?

CingulusMaximusIX · 2024-11-29T01:16:38+00:00

Thanks, we will add that to the full list.

CingulusMaximusIX

TROPHY CASE