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Building a path toward global deployment of fusion: Nonproliferation and export considerations

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Executive Summary

This issue brief examines the regulatory and nonproliferation frameworks necessary to enable the safe, rapid, and widespread commercial deployment of nuclear fusion energy. It argues that applying traditional fission-based safeguards and NPT mechanisms to fusion is technically inappropriate and could stifle industry progress. Instead, the authors advocate for leveraging existing dual-use export controls, domestic radioactive materials licensing, and IAEA Additional Protocol tools to effectively mitigate proliferation risks while advancing global energy security.
Analysis Confidence: High
ST_CODE: ATIONS

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DOC-FUSION-N

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SHA256-FUSIONNONPRO...

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Executive Summary

Fusion—the process that powers the sun—is arriving and a global race is under way. Fusion has long been considered the “holy grail” of energy as it promises low-cost, always-on clean power with low environmental impacts and an essentially everlasting supply of fuel. For many concepts, a one-liter water bottle filled with liquid fusion fuel can power a home for 800–900 years. While it has appeared just out of reach for decades due to physics and engineering challenges, those challenges are being overcome, and it now appears fusion is on the path to commercialization—which could lead to rapid global deployment. Significant technology milestones have been reached, and more than $8 billion globally has poured into dozens of privately funded fusion ventures. Many of these plan to demonstrate their approaches by mid-decade, with power on the grid to follow. Indeed, one company has even announced a firm customer for a fusion power plant, a scenario that could put fusion power on the grid before the end of the decade.

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This issue brief examines the regulatory and nonproliferation frameworks necessary to enable the safe, rapid, and widespread commercial deployment of nuclear fusion energy. It argues that applying traditional fission-based safeguards and NPT mechanisms to fusion is technically inappropriate and coul...