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Fusion #47

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Fusion #47

Clean and abundant star power

Pauliina Meskanen
Nov 11, 2022
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Fusion #47

survivaltech.substack.com

Hello Human,

Fusion is considered the holy grail of clean and abundant energy.

A fusion reaction produces nearly four million times more energy than burning fossil fuels (at equal mass). Think about this: one train car of fusion fuel could fulfill the energy needs of the US for a whole year! Fusion fuel is also available. One of the most common fusion fuels, deuterium (a type of hydrogen), is found in seawater.

Oh, and the best part of fusion: it doesn’t emit any greenhouse gases!

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💡 Feeling inspired

Last month, I attended the MIT Technology Review’s Climate Tech conference in Boston. This was a phenomenal conference with top-notch speakers and awesome climate people. Stay tuned for the 2023 conference!

One of the incredible speakers was Anne White, Head of Nuclear Science and Engineering at MIT. Her presentation about fusion filled me with excitement.

Anne White, Head of Nuclear Science and Engineering at MIT, speaking at the MIT Technology Review’s Climate Tech conference in October 2022

I was amazed to hear about the scientific advances researchers were making in fusion. And not only researchers. Many private companies (at least +30) worldwide are working to commercialize fusion.

Anne painted a future where fusion energy might be much closer than we think. The momentum of fusion power is growing.

🌟 The momentum for star power

Several factors are contributing to the growing momentum around fusion.

1. Recent technological breakthroughs

While humanity has never got a net gain from a fusion reactor, we might be approaching the magical Q=1 moment (getting as much energy out of the fusion reactor as we put in).

  • KSTAR (South Korea) achieved a stable high ion temperature plasma (over 100 million°C) for 30 seconds in September 2022.

  • EAST (China) sustained a nuclear fusion reaction for more than 17 minutes at about 70 million °C in January 2022.

  • The JET-laboratory (UK) produced record amounts of energy (59MJ) delivered over 5 seconds in February 2022.

  • The National Ignition Facility (CA, US) achieved an energy yield 8x times higher than its earlier attempts and reached the ignition point in November 2021.

  • Commonwealth Fusion Systems (MA, US) created the world’s strongest magnetic field on Earth with its high-temperature superconducting electromagnet in September 2021.

2. Flood of private funding

As these major technical breakthroughs have unfolded, private funding has started flowing into fusion companies.

According to the Fusion Industry Association reported, the funding for private fusion companies more than doubled between 2021 and 2022. The funding for private fusion startups totals $4.8B now and is dominated by private funding ($4.7B).

Total funding for nuclear fusion companies (Fusion Industry Association, 2022)

VCs have even raised fusion-specific funds. Lowercarbon Capital announced a $250M fusion-focused fund in October 2022.

Some of the most recent funding rounds for fusion startups are here.

  • Commonwealth Fusion Systems (MA, US): $1.8B in December 2021.

  • Helion Energy (WA, US): $500M with an additional $1.7B of commitments tied to milestones in November 2021.

  • Zap Energy (WA, US): $160M in June 2022.

  • General Fusion (Canada): $130M in November 2021.

  • TAE Technologies (CA, US): $250M in July 2022.

  • EX-Fusion (Japan): 130M JPY (around $1M) in April 2022.

  • Marvel Fusion (Germany): $35M in February 2022.

3. Rise of fusion startups

We have an increasing number of private companies working to commercialize fusion. There are now +30 fusion startups, if not +50. As we will learn later, it is exciting how many different approaches these startups are taking toward fusion!

Total number of private fusion companies per year (Fusion Industry Association, 2022)

Note: I find it interesting that most fusion startups are located in the US. Being a European, this is a bit sad, but unfortunately, not surprising to me.

Fusion companies by their primary HQ (Fusion Industry Association, 2022)

4. Supportive regulation

  • The U.S. Department of Energy announced $47M of funding for fusion research in the US and internationally in October 2022.

  • The U.S. Department of Energy also announced $50M funding for a milestone-based fusion development program, encouraging private-public collaboration in fusion development.

Let’s dive deeper next into fusion science!

⚛️ What is fusion?

In a fusion reaction, two lighter nuclei merge into a heavier nucleus. As a result, a lot of energy is released.

Below is a picture of two hydrogen isotopes, deuterium and tritium, fusing together into helium. These hydrogen isotopes are among the most commonly used fusion fuel. [What are isotopes?]

Nuclear Fusion: The Science Behind Turning Water into Electricity |  ClimateScience
The nuclear fusion reaction (Climate Science, 2022)

For two nuclei to fuse, they need a lot of energy to overcome the force keeping them away from each other (the electromagnetic force).

In the Sun and other stars, where fusion reactions take place, energy is no problem. The Sun has a temperature of 15 million °C at its core and has a huge gravitational force due to its mass (333,000x of the Earth), sustaining the fusion reactions.

⚡ Fusion energy

To harness fusion power on Earth, we must create controllable Sun-like conditions here.

There are three main conditions for a fusion reaction to occur:

  1. High temperature

  2. Density

  3. Confinement

1. High temperature

As noted in the previous section, two nuclei need a lot of energy to overcome the repelling electromagnetic force and fuse together. This is achieved by heating the atoms (usually hydrogen isotopes), giving them a lot of kinetic energy.

Most fusion technologies need to reach temperatures of 150 million °C. The high temperature will turn the atoms into plasma (the fourth state of matter, among solid, liquid, and gas). In plasma, electrons get ripped away from the atoms forming ionized gas (electrons and positively charged nuclei), allowing the nuclei to collide and fuse.

2. Density

The plasma density must be right to achieve a suitable fusion reaction rate. The density depends on the approach to fusion (e.g., magnetic confinement, inertial confinement. Read more below!).

3. Confinement

The particles of the plasma (electrons and positively charged nuclei) must be kept close to each other for the fusion reactions to occur. Again, depending on the approach to fusion, the confinement time differs.

⚙️ Approaches to fusion

We can achieve these three conditions via a variety of fusion technologies.

It is incredible to see how many different approaches startups take. Below you can see a graph of approaches fusion companies pursue.

Approaches fusion companies are pursuing (Fusion Industry Association, 2022)

The two most common general approaches for fusion are magnetic confinement and inertial confinement.

Magnetic confinement

Magnetic confinement uses magnetic fields to confine the plasma inside the reactor.

The most widely researched magnetic confinement fusion reactor is the tokamak. JET, ITER, and Commonwealth Fusion Systems are building tokamaks.

Other magnetic fusion approaches include stellarator and Z-pinch. Type One Energy and Renaissance Fusion are building stellarators, while Zap Energy is making a Z-pinch fusion reactor.

Inertial confinement

An inertial confinement fusion reactor compresses and heats a small amount of fusion fuel to initiate the fusion reaction. Most projects use lasers to achieve this.

The National Ignition Facility focuses on inertial confinement fusion.

I’m excited to keep following the developments in fusion. This is not a moonshot, this is a starshot🌟

📚 Learn more about fusion

  • Fusion Industry Association (2022). The global fusion industry in 2022

  • Catalyst podcast (2021). Is nuclear fusion getting closer?

  • Climate Science (2022). Nuclear fusion

Special thanks to Greg De Temmerman, Managing Direct at Zenon Research and ex-fusion physicist, for giving me invaluable feedback on this article!


I’d love to hear feedback and connect with fellow climate people! Contact me at pauliina@survivaltech.club or on Twitter.

If you liked this article, share it with your network!🌍💚

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Best, Pauliina💚

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Fusion #47

survivaltech.substack.com
1 Comment
Rod Adams
Jan 10

Paulina:

While I understand the scientific excitement about advances that move us closer to achieving sustained fusion here on Earth, I am confused about the investor excitement.

Fusion might well be "the holy grail" of energy and worthy of gripping tales of pursuit in the Indiana Jones genre. But for revenue-producing innovations that actually move the needle for clean energy production fission offers more certain success.

It's about half as energy dense as fusion, but it still releases 2 million times as much energy per unit mass as burning oil. Its uranium or thorium fuel might seem less abundant than hydrogen, but its easier to obtain than tritium, which is needed in equal parts to naturally occurring deuterium.

Can you help me understand why there is so much more excitement about fusion science than there is about fission engineering innovations that have the strong potential to dramatically reduce cost and improve deployment schedules?

Rod Adams

Managing Partner, Nucleation Capital

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