Draft, not yet released. In stewardship review. Not indexed until the first approved release.

Methodology

How the edition was made: methods, the model card, the evidence cut and its age, the acceptance record and the glossary.

14 min read0 figures13 tables21 notesNR-XTECH-FUSION-GLOBAL-2026-BASELINE

Contents
  1. ·Edition home
  2. ·Executive summary
  3. 1Fusion is an experiment record and a fuel-cycle question
  4. 2Key findings
  5. 3Systems and sectors at baseline
  6. 4Risks and capability
  7. 5First-plant fuel and licence set the pace
  8. 6Readings from the other desks
  9. 7The 2027 agenda
  10. 8Systems in depth
  11. AMethodology
    1. A.1 Methods
    2. A.2 Model card, Fusion System Model v0
    3. A.3 The baseline evidence cut
    4. A.4 Evidence age and coverage
    5. A.5 Evidence cards, two anchor sources
    6. A.6 Publication acceptance record
    7. A.7 Status words
    8. A.8 How the edition is made, released and corrected
    9. A.9 Glossary and abbreviations
    10. A.10 Technical annex
  12. BData appendix
  13. CReferences and record
  14. ·Complete edition, for print

A.1Methods

The global baseline uses published values and four simple derivations. Each is shown in full so that any reader can reproduce it.

Table A.1Methods
No.DerivationCalculationResult
(1)Target gain of the December 2022 NIF shot3.15 ÷ 2.051.54
(2)Start of deuterium-tritium operation in the 2016 ITER plan implied by a four-year delay to 20392039 minus 42035
(3)Average fusion power over the JET record pulse69 MJ ÷ 5 sabout 14 MW
(4)Ratio of private funding in 12 months to July 2026 to the 2025 figure4.48 ÷ 2.64about 1.7 times
Table A.2Coupling strength scale (matrix and model card)
StrengthDefinition
STRONGa disruption in the source system has historically changed the target system’s service or output within one season, in more than one region
MODERATEan effect is documented but buffered or slower
WEAKan effect is plausible but not documented at global scale
Table A.3Status grammar
LabelRule
Reportedvalue as issued by its source, with year
Inferredreasoned from cited evidence; never a measurement
EstimatedNexus analytical value with stated method
Scenarioconditional on stated assumptions
Expert inputstructured editorial judgement awaiting evidence

A.2Model card, Fusion System Model v0

Model ID
MDL-XT14-FUSION · v0.1
Purpose
represent fusion and frontier energy as infrastructure coupled to energy, fuel supply, materials, finance, workforce and licensing
Family
graph-based system of systems
Inputs
the cited sources of this edition; no proprietary data
Method
expert-specified coupling strengths (STRONG · MODERATE · WEAK) from assessments and analogue events
Validation
none yet, first validation against federation evidence in 2027
Uncertainty
qualitative; strengths are hypotheses, not measurements
Domain of validity
global scale; not for asset-, site- or country-level use
Reproducibility
strength table and sources published in this edition
20couplings

typed in v0

0strong

documented within one season

0moderate

documented, buffered

20weak

plausible, undocumented

A.3The baseline evidence cut

Every Nexus edition is published from a frozen evidence cut. The global baseline cut is documentary: it pins the exact edition of every source cited. Federation cuts begin with the first national Foundry cuts in 2027.

Cut ID
DC-XTECH-FUSION-GLOBAL-2026-B0
Type
baseline documentary cut
Resolution policy
pinned · as of 30 September 2026
Sources pinned
46 cited sources, each at the edition and access date in the references
Model runs
none at baseline, analytical values are stated with their method
Digest
computed at freeze and recorded in the publication record
Supersedes
nothing, first cut of the series
Superseded by
the 2027 fusion annual cut

Lineage

  1. 01

    source edition

  2. 02

    pinned citation

  3. 03

    finding

  4. 04

    page

  5. 05

    publication record

Table A.4From the baseline cut to the federation cut
ElementBaseline 20262027 global annual
Sourcescited global publications, pinned by editionnational, regional and sector cuts through one graph
Analysisstated methods and editorial estimatestyped analysis specifications
ModelsFusion System Model v0 specificationmodel runs with receipts
Findingstwelve baseline findingsfindings re-bound to federation evidence
Reviewfive passes scheduledfive passes on the exact digest

A.4Evidence age and coverage

A 2026 global edition rests on evidence observed in many different years. This page shows each time base, so that no single year label hides older evidence.

Table A.5Evidence age and coverage
IndicatorObservedReleasedCadenceNext release
NIF record shot2025Apr 2025per eventrefurbished shots
JET energy record2023Oct 2023 · Feb 2024one-offITER results
WEST and EAST durations2025Jan to Feb 2025per eventnext campaigns
ITER baseline2026page read 2026-11-03periodicnext Council update
Industry survey2026Jul 2026annualJuly 2027
US regulator rule2026Feb 2026per rulefinal rule
UK strategy2026Mar 2026periodicEN-8 draft
Tritium supply analysis20182018 · 2025 commentaryone-offnew studies
Table A.6Coverage by system at baseline
SystemCoverageThinnest dimension
ExperimentsGOODpower and gain on a plant basis
Fuel cycleTHINtritium and lithium-6 volumes
GovernancePARTIALfinal rules and national plans
InvestmentPARTIALpublic funding totals
EnergyTHINelectricity delivered to a grid
MaterialsTHINcomponent lifetimes
SkillsTHINworkforce numbers
Frontier energy beyond fusionTHINcovered by other editions
Table A.7Designed empty states: what is not bound, what would fill it and why
FieldSource that would fill itBlocker
Electricity delivered to a grid from fusionplant operators and grid operatorsno plant in operation in the sources read; company plans only2423
Facility electricity per NIF shot or per WEST pulselaboratory facility reportsnot on the pages read; gain counts laser energy on target only5
Global tritium inventory and start-up demand on a common basisIAEA, national tritium programmes, peer-reviewed supply studiesone conference analysis and one commentary read; estimates differ2022
Lithium-6 enrichment capacity and demandenrichment operators, national laboratoriesone company presentation read; a 2026 preprint seen in search only2133
ITER cost of the 2024 baselineITER Council documentsnot on the page read; a figure appears only in search summaries26
SPARC first plasma date and statusCommonwealth Fusion Systems and its regulatorsdate reported in search summaries only; no primary page opened29
Commonwealth Fusion Systems offtake terms with Googlecompany releasesseen in search summaries only; terms not disclosed27
Helion Microsoft agreement termscompany releasesrelease page returned a block; figure taken from the company page read2824
Fusion Industry Association 2026 report from the report itselfFIA report30report page returned an error; figures come from a news service10
IAEA World Fusion Outlook 2025 from the report itselfIAEA publication31publication page returned a payment error; figures come from news9
Status of the final US rule on fusion machinesFederal Register and NRCproposed rule read; no final rule located at evidence close14
Status of the EU fusion strategyEuropean Commissioncall for evidence read; no strategy text located18
Public funding totals by countryministries, OECD, national audit officesnot consolidated; UK, Germany and China figures are on different bases151619
Workforce size and fabrication capacity by countrynational statistics, industry surveysnot retrieved; capability rung stays LISTED

A.5Evidence cards, two anchor sources

Published on the annual report site of Lawrence Livermore National Laboratory for 2025. One facility. Role: binds INF-001 and the gain tiles. Coverage: laser-driven inertial confinement.

EVD-XT14-001

Record fusion yield and gain at the National Ignition Facility5

Conference paper of the UK Atomic Energy Authority, 2018. One-off. Role: binds MIN-006. Coverage: heavy-water reactors and scenarios to 2055.

EVD-XT14-002

Global supply of tritium for fusion R and D from heavy-water reactors20

Table A.8Quality dimensions at baseline
DimensionEVD-XT14-001EVD-XT14-002
Completenessone facility; one shot seriesscenarios to 2055 on 2018 data
Timelinessannual report for 2025about eight years old
Revisionyearly reportsrevised from an earlier work
Method transparencyyield and laser energy statedscenario assumptions stated
External validationlaboratory report; journal papers for earlier shotsconference review

Evidence cards to follow in 2027

  • LLNL5: refurbished shots and a facility electricity figure
  • ITER7: Council decisions on the baseline
  • NRC14: final text of the rule
  • Coleman and Kovari20: updated supply scenarios

A.6Publication acceptance record

Editorial self-check at evidence close. Every applicable item carries a disposition; the remaining items are review, approval and deposit.

Table A.9Publication acceptance record
GroupAreaItemsPassN/APending
D1Identity and scope8800
D2Source and data12912
D3Analysis and models12381
D4Findings and claims9801
D5Figures, tables, maps10622
D6Editorial and citations10802
D7Review and approval130013
D8Artefact and design12705
D9Registry and release9009

Publication gate

Conditions met
14 of 23 at evidence close
Blocking problems
none recorded
Open conditions
reviews, approval of the exact digest, deposit, registry pointer

Not applicable at baseline

Model runs
first runs in Q1 2027
Maps
plates in Q2 2027
Waivers
none

A.7Status words

Table A.10The status every value carries
StatusWhat it means
ObservedMeasured directly and published by the source.
ReportedPublished statistics of an official or institutional source.
DeclaredStated by the body concerned; not independently measured.
EstimatedA Nexus estimate from cited evidence, with its method in Annex A.
ModelledProduced by a stated model from cited inputs.
InferredReasoned from cited evidence; not measured.
ForecastA projection by the cited source.
SimulatedA simulation result under stated assumptions.
ScenarioA conditional statement under stated assumptions; never a prediction.
Expert inputExpert judgement, recorded with its basis.
CandidateProposed for a later edition; not yet evidence.
Evidence-quality levels (EQL 1 to 5) grade the source behind a value; they are not a score of the subject.

A.8How the edition is made, released and corrected

Every edition is built from a sealed evidence cut, reviewed under three keys, signed and deposited before any site shows it as published; corrections go to Nexus Standards as change proposals and feed the next cut.

StepWhat happensSource
01 Evidence arrives from the pillarsFoundry seals observations and indicator series, Universe hands over after-action and scenario findings, and contributions are screened at every gateway, including this site’s.
02 The cut is sealedOn the cut date the evidence is pinned under one identifier, so anyone can rebuild the edition from exactly what it was built on.
03 The edition is assembledThe edition is drafted from its template and content pack. Agents may draft; they never publish and never decide.
04 The keys turnAt the publisher of record the truth key comes first: every value is checked against its source or stated method before the meaning and capital keys turn. No edition moves on until every key has been turned by a named steward.
05 The gate opensA named approver releases one exact digest of the edition; any change after this point is a new version, never a silent edit.
06 Signed and depositedThe PDF, the web edition and the data bundle are signed together with a manifest and an RO-Crate description, and deposited on Zenodo with a concept and a version DOI.
07 Published on its desk’s siteOnly then does the edition show as published on its desk’s Reports site, and the Collection lists it as a part.
08 Corrections go to StandardsMethod and correction findings go to Nexus Standards as change proposals; citations, corrections and new contributions feed the next evidence cut.

A teaching model of the process, not a forecast and not a record of any run; dates and counts on this page come from the programme record. Sources: Reports governance at GCRI Canada (2026); Zenodo, repository of record for Reports deposits (2026).

Lifecycle, one state at a time: Draft, Computed, Evidence bound, Reviewed, Approved for release, Published, Corrected, Superseded. This edition is a draft.

A.9Glossary and abbreviations

Table A.11Series terms
TermMeaning
Baseline Editionthe inaugural annual edition that fixes the reference state for the series
WEFH+Bwater, energy, food, health and biodiversity, the national nexus core
Couplinga typed dependency through which one system transmits to another
Protection gapthe share of losses not covered by insurance
Capability ladderLISTED → EXISTS → ADEQUATE → TESTED → DEMONSTRATED
EQLevidence-quality level, 1–5
Evidence cuta frozen resolution of exact sources and versions
NNC · NLC · NWGNational Nexus Consortium · National Leadership Council · National Working Groups
Table A.12Abbreviations used in this edition
AbbreviationExpansion
CANDUCanada Deuterium Uranium heavy-water reactor
D-Tdeuterium-tritium
EASTExperimental Advanced Superconducting Tokamak
FIAFusion Industry Association
IAEAInternational Atomic Energy Agency
ITERinternational fusion research project in France
JETJoint European Torus
NIFNational Ignition Facility
NRCUS Nuclear Regulatory Commission
STEPSpherical Tokamak for Energy Production
TBRtritium breeding ratio
WESTTungsten Environment in Steady-state Tokamak

A.10Technical annex

Table A.13Technical annex
ItemAnnexContentsStatus
A.1Indicator definitionsthe global indicator set, with units and sourcesIN THIS EDITION
A.2Coupling strengthsthe twenty-cell matrix and its rationaleIN THIS EDITION
A.3Scenario specificationSCN-XT14-FUE-01 assumptions and signpostsIN THIS EDITION
A.4Capability placementsrung evidence for fifteen functionsIN THIS EDITION
A.5Model diagnosticsfirst runs and validation2027
A.6Sensitivity analysesinfluence of coupling strengths2027
A.7Cluster notescards for the major fusion device and fuel-cycle clusters2027
A.8Review statementspass-by-pass review recordAT RELEASE

A.1 · indicator definition: target gain

Construct
fusion energy produced divided by the laser energy delivered to the target
Unit
times
Method
yield and laser energy as reported by the laboratory for a single shot
Source
Lawrence Livermore National Laboratory annual report5
Uncertainty
no uncertainty is stated on the page read
Known limits
laser energy on target only; facility electricity is not included; one facility

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 24Helion (ed.), Orion, the first fusion power plant (company page; Malaga, Washington; construction from 2025; initial operations stated for 2028; Microsoft agreement for 50 MW; a vendor announcement, weak evidence). Helion Energy, Everett. Observation year 2026. Accessed 2026-11-03.back
  2. 23Commonwealth Fusion Systems and Eni (eds.), Eni and CFS sign over USD 1 billion power purchase agreement (joint company release of 22 September 2025; 400 MW ARC plant in Chesterfield County, Virginia; grid connection in the early 2030s; a vendor announcement, weak evidence). Commonwealth Fusion Systems, Devens. Observation year 2025. Accessed 2026-11-03.back
  3. 5Lawrence Livermore National Laboratory (ed.), National Ignition Facility 2025 (annual report page; 8.6 MJ on 7 April 2025 from 2.08 MJ delivered, target gain 4.13; refurbishment and enhanced yield capability to 2.6 MJ). Lawrence Livermore National Laboratory, Livermore. Observation year 2025. Accessed 2026-11-03.back
  4. 20Coleman, M. and Kovari, M., Global supply of tritium for fusion R and D from heavy water reactors (conference paper, UK Atomic Energy Authority; abstract and introduction read from the PDF; 0 to 27.7 kg available in 2055 across scenarios; 7.4 kg for a demonstration reactor in 2055 in one case). UK Atomic Energy Authority, Abingdon. Observation year 2018. Accessed 2026-11-03.back
  5. 22Theiding, T., Tritium: a few kilograms can make or break nuclear fusion (policy blog post of 6 March 2025; about 25 kg of civilian tritium in 2024; a student fellow commentary, weak evidence). Kleinman Center for Energy Policy, University of Pennsylvania, Philadelphia. Observation year 2024. Accessed 2026-11-03.back
  6. 21Pearson, R.J., The availability and supply of critical natural resources for the realisation of a fusion pilot plant: fuels for fusion (presentation to the US Department of Energy fusion workshop, 1 to 3 June 2022; lithium-6 is 7.4% of natural lithium; blankets need 30 to 90%; supply effectively zero; a company presentation, weak evidence). Kyoto Fusioneering, London. Observation year 2022. Accessed 2026-11-03.back
  7. 33UNVERIFIED, not opened: Ward, P. and colleagues, Lithium enrichment threatens to curb fusion deployment, arXiv:2605.04707, 2026, taken from search-result summaries. arXiv, Ithaca. Observation year 2026. Accessed 2026-11-03.back
  8. 26UNVERIFIED, not opened: ITER Organization and press (eds.), ITER 2024 baseline additional cost of about EUR 5 billion, taken from search-result summaries. Observation year 2024. Accessed 2026-11-03.back
  9. 29UNVERIFIED, not opened: Commonwealth Fusion Systems (ed.), SPARC status, first plasma reported as a 2027 target, taken from search-result summaries and secondary pages. Commonwealth Fusion Systems, Devens. Observation year 2026. Accessed 2026-11-03.back
  10. 27UNVERIFIED, not opened: Commonwealth Fusion Systems (ed.), offtake agreement with Google for 200 MW from the Virginia ARC plant, June 2025, taken from search-result summaries. Commonwealth Fusion Systems, Devens. Observation year 2025. Accessed 2026-11-03.back
  11. 28UNVERIFIED, not opened: Helion (ed.), Helion secures land and begins building on the site of the first fusion power plant, release of 30 July 2025 (the release page returned a block) and the 2023 Microsoft agreement, taken from search-result summaries. Helion Energy, Everett. Observation year 2025. Accessed 2026-11-03.back
  12. 30UNVERIFIED, not opened: Fusion Industry Association (ed.), The Global Fusion Industry in 2026 (report page returned an error; figures read through a news service). Fusion Industry Association, Washington. Observation year 2026. Accessed 2026-11-03.back
  13. 10World Nuclear News (ed.), Fusion industry raised USD4.5 billion in past year, report says (14 July 2026; Fusion Industry Association 2026 survey: USD 4.48 billion in 12 months, USD 14.24 billion cumulative, 56 companies; an industry survey, weak evidence). World Nuclear Association, London. Observation year 2026. Accessed 2026-11-03.back
  14. 31UNVERIFIED, not opened: IAEA (ed.), World Fusion Outlook 2025 (publication page returned a payment error; figures read through news). International Atomic Energy Agency, Vienna. Observation year 2025. Accessed 2026-11-03.back
  15. 9World Nuclear News (ed.), Fusion entering implementation phase, says Grossi (report on the IAEA World Fusion Outlook 2025; more than 160 devices; private investment above USD 10 billion; October 2025). World Nuclear Association, London. Observation year 2025. Accessed 2026-11-03.back
  16. 14US Nuclear Regulatory Commission (ed.), Federal Register notice of 26 February 2026, proposed rule on regulatory framework for fusion machines (10 CFR part 30; comments due 27 May 2026; the first 100,000 of 168,363 characters were read). Office of the Federal Register, Washington. Observation year 2026. Accessed 2026-11-03.back
  17. 18European Commission (ed.), Commission launches call for evidence to support first-ever EU-wide fusion strategy (news item of 6 June 2025; call open to 1 July 2025; strategy then programmed for the end of 2025). Directorate-General for Energy, Brussels. Observation year 2025. Accessed 2026-11-03.back
  18. 15UK Department for Energy Security and Net Zero (ed.), A new energy revolution: the UK plan for delivering fusion energy (policy paper of 16 March 2026; over GBP 2.5 billion over five years; GBP 1.3 billion for STEP and UK Fusion Energy; the first 100,000 of 127,790 characters were read). UK Government, London. Observation year 2026. Accessed 2026-11-03.back
  19. 16Clean Energy Wire (ed.), German government pledges more than EUR 2 bln for nuclear fusion (news report of 2 October 2025; cabinet plan of 1 October 2025). Clean Energy Wire, Berlin. Observation year 2025. Accessed 2026-11-03.back
  20. 19American Nuclear Society (ed.), China launches fusion-focused company (news report of 30 July 2025; China Fusion Energy Co., 15 billion yuan registered capital, subsidiary of a state nuclear group; BEST tokamak in Hefei hoped for 2027). American Nuclear Society, La Grange Park. Observation year 2025. Accessed 2026-11-03.back
  21. 7ITER Organization (ed.), ITER in a few lines (project page; baseline reviewed by the ITER Council in November 2024; start of research operation 2034; deuterium-tritium operation 2039; Q of 10, 500 MW from 50 MW). ITER Organization, Saint-Paul-lez-Durance. Observation year 2026. Accessed 2026-11-03.back

Cite this annex

Valadbaygi, S. (Ed.). (2026). Annex A: Methodology. In Exponential Technology Report 2026: Fusion and Frontier Energy (Baseline Edition 2026, Report No. NR-XTECH-FUSION-GLOBAL-2026-BASELINE) [Draft under review]. The Global Centre for Risk and Innovation (GCRI).

Every citation form of the whole report, BibTeX and RIS included, is on the edition home. Cite this report

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Sector signature

The sectors behind Fusion and Frontier Energy.

A reading aid: the sectors the findings run through and how strongly they depend on each other.

Select corners · hover lines6 / 15 relations

Signature

Energy and its partners

Energy gives power for transport and telecoms to infrastructure (0.8), pumping and treatment to water (0.5) and fertiliser, machinery and cold chains to food (0.5).

W · E · I · F · H · B

Sectors
4 of 6
Relations
6 of 15
Coupling
0.46 share of total

Strongest relations in play

  • Energy → Infrastructure · power for transport and telecoms0.8
  • Water → Energy · cooling water and hydropower0.6
  • Water → Food · irrigation0.8
  • Infrastructure → Water · pipes, dams and treatment works0.6
Teaching values for a typical city-region, not measurements for any place. Coupling is the summed strength of the relations in play, as a share of all fifteen.
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