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The Fusion Industry Association (FIA) released its 2026 Supply Chain Report. The annual report surveyed 25 private fusion companies and 67 suppliers to find a 24% spending increase among respondents, from USD 434 million in 2024 to USD 538 million in 2025. The FIA projects supply chain spending to grow by another 27% this year.

¡°We see signs of the ¡®chicken and egg¡¯ gridlock raised in previous reports easing, as supplier relationships improve and new and existing suppliers invest in scaling up capacity to meet the sector¡¯s growing needs,¡± said FIA CEO Andrew Holland. 

Over the past year, 70% of surveyed suppliers increased their business with fusion companies and 75% made investments (in people, training, equipment, infrastructure, and manufacturing capability) ranging from USD 30,000 to USD 65 million to grow their capacity to support fusion. 

However, challenges remain. Only a quarter (26%) of the fusion company respondents found existing suppliers to be successfully scaling their capacity. Namely, nearly half of respondents currently face constraints related to heat management technologies (44%) and power systems and components (48%). Likewise, many cite first-wall materials (40%) and fuel cycle systems (48%) as future bottlenecks. 

¡°Building that capability and capacity will need a truly collaborative effort between policymakers, investors, the supply chain and fusion companies,¡± said Holland.

The report can be downloaded from the FIA website .