In every industry there is competition or the threat of competition. It may not be here today, but depending on costs and scarcity, it could be just around the corner.

In an article from Reuters, fusion reactors, which are in the experimental stage, jam light atoms such as hydrogen together under extreme heat and pressure to produce large amounts of energy without releasing greenhouse gases or creating long-lasting nuclear waste. It is a possible solution for relatively inexpensive energy.

According to the Washington based Fusion Industry Association (FIA) total investments since 2021 hit $14.2 billion with $4.48 billion in the first 6 months of 2026.

There are 56 private companies involved in the FIA and they are hoping to produce power in the early 2030s. Andrew Holland FIA’s chief executive believes the report shows the industry is on the path to commercialization. The companies depend on a mixture of private and government research and development.

Linking to dividend paying stocks, if and when the technical problems are worked on and they have some large barriers before generated electricity at prices consumers and business desire, then they can be seen as a normal utility economics with large front end costs but once generating electricity the cost fall dramatically and profits can be seen.

There are more questions than answers, till the next time – to raising questions.