Energy Production
Fusion
Post-ignition commercial fusion. Commonwealth Fusion Systems, Helion, and Zap racing to translate the 2022 NIF breakeven into a manufactured power plant.
Coming soon
The Fusion sector page is the data-layer entry point for energy production — companies, indicators, longform analysis, and the cost curves that move this category from emerging to industrial.
When this page lands in full, it will carry the headline indicators tracked here, the operators and emerging companies on the cost curve, and the research pieces that name what this sector has to do for the High-Energy Repair thesis to hold. A monthly dispatch keeps the waitlist current as the analysis ships.
Fusion dispatch
Get the first piece on Fusion.
A short note the day this sector's first analysis publishes. No spam.