Helion Hits 150 Million °C in Prototype Push Toward 2028 Commercial Reactor Ambition

Helion Energy says its Polaris prototype reached 150 million °C, a milestone the company frames as a three‑quarters step toward temperatures it considers necessary for commercial fusion. The firm pursues an FRC design and direct magnetic‑to‑electric conversion, targets a 50 MW Orion plant for Microsoft by 2028, and faces significant technical and fuel‑supply challenges before true commercialization.

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Key Takeaways

  • 1Helion’s Polaris prototype reported plasma temperatures of ~150 million °C and measurable D–T fusion events, marking a private‑sector milestone.
  • 2The company uses a field‑reversed configuration (FRC) and direct magnetic conversion to generate electricity, aiming to avoid traditional steam turbines.
  • 3Helion prefers deuterium–helium‑3 (D–He3) fusion for its charged‑particle output but must breed and purify scarce He‑3 from D–D reactions on site.
  • 4Helion has strong investor backing and a Microsoft partnership targeting a 50 MW Orion plant by 2028, an aggressive timetable relative to most competitors.
  • 5Critical gaps remain: demonstration of net electricity output, repetition rate, materials durability, fuel logistics, and regulatory approvals.

Editor's
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Strategic Analysis

This milestone is meaningful but not decisive. Hitting 150 million °C and recording measurable D–T fusion are essential technical steps, yet the history of fusion has taught that temperature alone is a poor predictor of near‑term commercial success. Helion’s distinctive approach — combining an FRC geometry with direct electromagnetic energy conversion and an eventual shift to D–He3 — offers potential advantages in system compactness and efficiency, but also concentrates risk in unproven scale‑up, He‑3 supply chains and rapid pulse engineering. The company’s investor base and an offtake partnership with Microsoft give it funding and market credibility, and a 2028 target creates a useful forcing function. Still, analysts should treat the timetable with caution: the critical signs to watch next are demonstrations of net electrical output to an external load, sustained repetition rates, component lifetimes under operational stress, and a credible He‑3 breeding and recycling loop. Success would reshape energy economics and geopolitics; failure would leave the sector’s longer‑horizon commercial consensus intact.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

Helion Energy, a U.S. fusion start-up, announced that its seventh‑generation Polaris prototype has heated plasma to roughly 150 million degrees Celsius — a landmark the company says represents about three‑quarters of the temperature it believes necessary for a commercial fusion plant. The result follows an earlier industry record by Helion’s sixth‑generation device, Trenta, which reached 100 million degrees, and is being framed as a tangible step toward the company’s stated plan to supply Microsoft with electricity from a 50‑megawatt plant named Orion by 2028.

The technical route Helion pursues differs from the better‑known tokamak approach. Its reactors use a field‑reversed configuration (FRC): plasma is formed in two toroidal blobs injected from the ends of an hourglass‑shaped chamber, accelerated toward each other, then magnetically compressed as they merge. The compression stage raises temperatures from tens of millions of degrees to the 150 million degree level in less than a millisecond, according to the company.

Helion also uses an unconventional electricity‑capture method. Rather than relying on fusion heat to run steam turbines, the firm aims to convert the pulses’ magnetic effects directly into electrical current. Each fusion pulse exerts a reaction on the reactor’s magnetic coils and induces a collectable current, which could allow a compact, pulse‑driven generator architecture if the concept scales as promised.

Fuel choice is central to Helion’s strategy. The company says Polaris achieved a measurable deuterium–tritium (D–T) fusion reaction, but its longer‑term goal is deuterium–helium‑3 (D–He3) fusion because the charged particles produced are easier to convert directly into electricity and generate fewer neutrons. Helium‑3 is scarce on Earth and commonly invoked as a lunar resource; Helion plans to breed and purify He‑3 from inevitable deuterium–deuterium (D–D) reactions on site and re‑use it as fuel.

The commercial and financial context sharpens the stakes. Helion has attracted high‑profile backers including Sam Altman and SoftBank, and after a roughly $425 million Series F last year the firm’s valuation crossed the $5 billion mark. The company’s partnership with Microsoft and its bold 2028 target place Helion well ahead of many rivals, most of which project commercialization in the 2030s or later.

Despite the milestone, substantial technical and programmatic gaps remain. The press release and past demonstrations show progress on temperature and measurable fusion events, but they do not yet demonstrate sustained net electricity output, a practical repetition rate, component longevity under neutron flux and thermal cycling, or the full fuel‑cycle logistics for D–He3. Helion’s FRC design demands much higher plasma temperatures than many tokamaks — roughly double — which raises engineering challenges for materials, magnets and control systems.

If Helion can combine repeatable, net‑positive pulses with its direct conversion approach and a working plan to produce or recycle He‑3 at scale, the commercial implications would be profound: a compact fusion generator with a fast path to grid supply would upend electricity markets, accelerate decarbonization and redraw strategic technology priorities. Yet commercialization at utility scale remains contingent on proving a clutch of engineering, regulatory and economic realities that have halted many fusion promises in the past.

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