ARC (Fall Line Fusion Power Station)

Grid connection

First fusion company to apply to PJM for interconnection

Permits

County zoning permit pending

Sources: grpva.com · cfs.energy · blog.cfs.energy

Google; Eni

Google: 200 MW PPA (Jun 2025). Eni: PPA worth over $1B (Sep 2025). Power sold into PJM; offtakers take the clean-energy credits.

GoogleBUYEREniBUYER

• China's yttrium controls → fusion magnets and solid-oxide cells

  STEP 2/4 · AT RISK REBCO superconducting tapeHigh-temperature superconducting magnets use a rare-earth barium copper oxide layer.

• Copper tariff → US premium → grid and magnet costs

  STEP 3/3 · WATCH Copper-intensive technologiesMagnet coils and stabilizers; also every grid and transmission project.

• AI data-center demand → clean firm power deals → first-of-a-kind plants

  STEP 3/5 · WATCH Fusion gets its first buyersContracts exist before the technology is proven, so delivery risk stays with the developer.

Critical inputs

Rare earths (incl. yttrium)TungstenHeliumLithiumBerylliumCopper

Policy that applies

• DOE adds helium to the Critical Material ListIN EFFECT

• SPARCConstruction

• cfs.energy
• blog.cfs.energy