China could become the first country to commercially generate electricity from nuclear fusion by 2030, following an estimated $13 billion investment in fusion energy development since 2023. Fusion, often described as the “holy grail of energy solutions,” mimics the reactions that power stars and has the potential to provide nearly limitless, clean energy.
Experts and US lawmakers have expressed concern over China’s rapid progress. Physicists at the Massachusetts Institute of Technology warned that commercial fusion could allow the Chinese Communist Party to reshape global energy markets and influence geopolitics.
Republican Representative Randy Weber said fusion should be developed in “nations that uphold democratic values” and called on the United States to speed up its own programs. During a congressional hearing on September 18, fusion industry leaders highlighted the need for increased US funding and public-private partnerships.
Bob Mumgaard, co-founder and CEO of Commonwealth Fusion Systems, requested a $10 billion one-time investment to support experimental reactor testing and the construction of fusion power plants by the early 2030s. Oak Ridge National Laboratory’s Troy Carter described the moment as “decisive” for US leadership in fusion energy.
The US fusion sector has expanded rapidly, growing from 23 companies in 2021 to 53 in 2024. Private investment in fusion rose from $1.78 billion to $10.6 billion over the same period. Companies such as Pacific Fusion aim to achieve net energy gain and commercial deployment by 2030, backed by experimental demonstrations and milestone-based federal support.
The Department of Energy’s FY26 budget request includes $7.1 billion for the Office of Science, explicitly aimed at keeping the United States competitive in fusion research. Lawmakers from both parties expressed cautious support and stressed the need for bipartisan cooperation to maintain US leadership.
Fusion energy breakthroughs could transform global energy markets and geopolitical dynamics, making timely action critical for the United States.
