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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 .