Fueling Fusion Reactors: The Real Constraint in 2026

The fusion sector’s challenge in 2026 is no longer ignition, but fuel. Tritium scarcity, Lithium-6 enrichment, and emerging Helium-3 pathways are reshaping the commercial timeline. With private investment passing $15B, the competitive focus has shifted from plasma physics to supply chain sovereignty, regulatory pathways, and isotope autonomy.