Why fusion, over everything else?

[u/Sun_In_A_Bottle]

$15.2 billion in private investment over the past 5 years!

For an industry that is projected to need 1 million workers by 2040, how is the global private workforce roughly ONLY 4,000?!

[u/matt7810]

Fusion makes big promises but is still pretty speculative. If it works the way people claim, it could provide cheap and clean electricity without the same resource constraints as fossil/nuclear.

The way I heard a VC guy say it recently was that right now, the market is pricing in 2% odds that fusion will meaningfully contribute to energy within the next couple decades. If that 2% hits, the people investing now in the right companies make insane amounts of money, and even if the market just shifts to there being a 4% chance then they can get their money back.

In terms of workforce, it's not like every job in fusion will be a PhD who needs 10 years of training. Most jobs will be the same as in other industries (purchasing, HR, etc.) or be adjacent enough that skills are transferable (management, electronics/controls, materials, nuclear engineering). Right now there aren't that many companies, and they're not paying that much more to get people to switch from other industries. Maybe if successful designs actually materialize then that will change

[u/imtoooldforreddit → u/matt7810]

I'm a big technology guy, but I'm skeptical it will be cheap anytime soon even if they get it to work

Looking at something like iter, it still needs to scale up to be able to make any kind of meaningful power, and scaling it up would be insanely expensive.

I understand economies of scale, but even still, that reactor is insanely big and expensive already.

I totally believe it can work, I'm not convinced it will ever be cheaper than solar panels per kwhr, given how quickly they are getting cheaper

[u/Cruisin4Fusion → u/imtoooldforreddit]

ITER is not commercially relevant and never will be so it is a moot point of comparison. That design was created in the late 80s and was never planned to be cost effective. No modern fusion device will be as large or as expensive as ITER.

[u/maurymarkowitz → u/Cruisin4Fusion]

No modern fusion device will be as large or as expensive as ITER.

That's not the problem though. The problem is not that it is larger or smaller than some other fusion system, I think it matters whether or not CFS is cheaper or more expensive than anything else.

I challenge all newcomers three hundred quatloos with this:

The price of a steam turbine power system - the turbines, cooling systems, generators, switchyards, access roads, etc - is about $0.50 per watt. If there is radiation involved, as in a nuclear plant for instance, you can safely quadruple that. Example: in a typical fission plant we might expect total CAPEX around $6.50/w (although every western plant is double that) and it is generally the case that 60% of the cost is outside the nuclear island, which puts the price around $4/w for the BOP.

Currently, commercial-scale solar with battery backup (so don't get started on 24/7) is installed end-to-end for about $2/w in the USA, and cheaper elsewhere. These systems are signing 20-year PPAs on the order of 4 cents/kWh, cheaper than any other power source. This is why, for instance, the largest installer of nuclear power, China, commissioned about 2.5 GW of nuclear in 2025, but 315 GW of PV and 70 GW of battery the same year.

So... why do you believe that a power company would build a design that costs more than a PV hybrid system even before you build the fusion part?

[u/imtoooldforreddit → u/Cruisin4Fusion]

That's actually the thing though, a commercial tokamak reactor would probably want to be even bigger. The fusion energy generation is proportional to the volume while the confinement energy is proportional to the surface area that has to maintain the magnetic confinement. So basically, the bigger, the more efficient. Iter already is pretty low on its Q factor, so getting smaller wouldn't really work.

[u/Cruisin4Fusion → u/imtoooldforreddit]

Fusion power scales with both volume and magnetic field, with a larger increase for the latter. The reason that people believed "the bigger, the more efficient" in the 80s was because of limitations to the magnet strength at that time.

CFS proved that you can achieve higher field strengths with HTS magnets so you could big smaller, more efficient machines. So, yes, getting smaller does work and any company using a magnetic confinement approach knows this.

[u/perky2012 → u/Cruisin4Fusion]

Indeed, this is like saying in the 80's "we want to build a giant screen for stadiums" and choosing the only technology available to them which was to build a gigantic CRT, but along came flatscreen technology making that decision redundant. The fact that ITER is a project on a generational timescale made this almost inevitable.

[u/bijon1234 → u/imtoooldforreddit]

It is important to note that ITER's Q gain factor of 10 (500 MWth fusion output from 50 MW of plasma heating input) refers only to scientific gain (Q_scientific), not engineering gain (Q_engineering). In other words, even ITER’s headline target is not claiming true breakeven at the full system level. The 50 MW figure only counts the power directly injected into the plasma, while ignoring the enormous electrical demand of the rest of the facility, including superconducting magnet systems, cryogenics, vacuum systems, pumps, and supporting infrastructure. So even if ITER fully achieves its Q=10 target, that still would not mean fusion power has achieved engineering breakeven, only that the plasma itself produced substantially more fusion energy than the direct heating energy used to sustain it.

[u/Sad_Dimension423 → u/imtoooldforreddit]

The argument you gave there is actually why commercial tokamaks would want to be as small as possible.

The cost of the reactor scales with volume, while the power it can produce (when limited by what the first wall can withstand) would scale only as the surface area. So, the cost per W is proportional to radius of the reactor.

[u/imtoooldforreddit → u/Sad_Dimension423]

No, that's the opposite, the cost is connected to the containment (surface area) while the energy generation is limited by the volume where the reactions are happening.

Bigger is more efficient.

There will be a limit because the generated energy can only be collected on the surface area, which might be what's tripping you up, but that's not the limiting factor of the design at these scales. Pumping the heat away is fairly easy compared to the plasma stability and containment issues

[u/Sad_Dimension423 → u/imtoooldforreddit]

In general, the cost of an object is (at least) proportional to its mass, and a large part of the mass of a fusion reactor will scale with its volume. In particular, the mass of the structure needed to resist JxB forces is proportional to the stored magnetic energy, which is proportional to volume x B².

If, as you said, the mass scaled only with surface area, then scale would be neutral; the cost per W would depend only weakly with size. But any component that scales with volume will tip the balance toward smaller reactors.

Notice this is fundamentally unlike fission reactors, where the surface area for heat transfer scales right along with volume. Fission reactors do show economies of scale, if not enormous ones.