
Panoramic: Automotive and Mobility 2025
The race to commercialize fusion energy in the U.S. continues. On October 16, 2025, the U.S. Department of Energy (“DOE”) released a Fusion Science & Technology Roadmap (the “Roadmap”) outlining a national fusion energy strategy. The Roadmap bridges public and private efforts to see fusion commercialization on “the most rapid, responsible timeline in history”—targeting power on the grid by the mid-2030s. If achieved, these goals would reinforce the United States as a world leader in not only research and development (“R&D”), but in energy production and dominance.
Fusion energy, the process that powers the sun and stars, has long been viewed as the “holy grail” of energy production—with its promise to produce immense amounts of clean, affordable energy. While some major technical hurdles remain, fusion energy has become remarkably close to a grid-powering reality.
The Roadmap aims to ensure that vision becomes reality in the next decade. To do so, the Roadmap structures the national fusion strategy around a three-pronged approach called “Build-Innovate-Grow:” build key infrastructure to test materials and technology; innovate fusion science with industry-informed research; and grow the U.S. fusion ecosystem on a regional, national, and international level. Roadmap at 7. Through this model, DOE hopes to close near-term gaps, building on private progress, using “well-defined milestones and metrics.” Roadmap at 11.
DOE has long been at the forefront of advancing fusion science and technology through its network of national laboratories. In 2022, DOE achieved a historic milestone at the National Ignition Facility by demonstrating fusion ignition—producing more energy than the energy input for the first time. Despite this breakthrough, DOE’s efforts have traditionally remained within the confines of the laboratory, focusing on the fundamental physics of fusion ignition rather than the applied engineering and commercialization pathways needed to realize a functional fusion power plant.
But in parallel to the U.S. government’s efforts, over the past decade, the private sector fusion efforts have significantly expanded. A number of fusion startup companies have pioneered commercial-focused fusion development and raised $9.766 billion as of July 2025. U.S. companies are now developing pilot plants—Helion Energy in central Washington State and Commonwealth Fusion Systems (CFS) in Massachusetts—as well as making massive R&D investments like Pacific Fusion’s proposed campus in Albuquerque. Helion and CFS have also lined up commercial projects after their pilot projects—with Helion announcing the first fusion Power Purchase Agreement (“PPA”) with Microsoft for a 50 MW fusion plant, and CFS announcing its first commercial facility in Chesterfield, Virginia.
In the last few years, fusion energy stakeholders have urged that successfully and timely building an entire fusion ecosystem requires these worlds to collide. Public-private partnerships like DOE’s Milestone-Based Program and INFUSE have leveraged public research capabilities to support private sector fusion development. The Fusion Energy Sciences Advisory Committee’s (“FESAC”) Long-Range Plan (2020) and the National Academies’ Bringing Fusion to the U.S. Grid (2021) identified additional ways DOE and industry could collaborate to realize fusion commercialization.
The Roadmap takes these efforts—and more—and creates a “coordinated set of actions and milestones” to achieve widespread fusion commercialization. Roadmap at 11. With the input of over 600 scientists and engineers from 15+ companies, 10+ national laboratories, and allied nation organizations—and including a citation to our Atlantic Council paper on global deployment considerations—DOE identified ten key actions to implement the Build-Innovate-Grow strategy, described in more detail below.
In addition to these ten key actions, DOE identifies a multitude of technical metrics and milestones that must be met to commercialize fusion energy by the mid-2030s. These metrics and milestones are meant to be an adaptive tool to ensure the key actions are met on a timely manner. See Roadmap at 33-42.
Implementing the Roadmap will require both the public and private sectors to coordinate at a level not seen before in the fusion energy space. DOE may need additional appropriations to realize some of its key actions, such as new public-private partnerships or expanded research capabilities. Additionally, fusion energy needs a stable, predictable, and right-sized regulatory framework to become commercially viable—something Hogan Lovells’ own Amy Roma has championed over the years. However, the Roadmap reflects a major step in the right direction, reflecting years of effort by fusion stakeholders and proposing a potentially transformative framework for the U.S. fusion ecosystem.
For more information on the Roadmap or other fusion energy developments, please contact Amy Roma, Partner; Stephanie Fishman, Associate; or Cameron Hughes, Associate.
Authored by Amy Roma, Stephanie Fishman, and Cameron Hughes.