Whether fusion power plants will achieve net energy gain and begin commercial electricity generation.
Scope: ITER, private fusion startups, materials science, energy economics
The pursuit of commercially viable nuclear fusion energy by 2040 remains a highly ambitious goal. While significant scientific and engineering progress has been made, notably with projects like ITER and a growing number of private startups, fundamental challenges in achieving sustained net energy gain, developing robust materials, and scaling up for grid integration persist. The economic viability is also a major hurdle, requiring substantial cost reductions and a clear path to competitive electricity generation. Currently, no fusion device has consistently produced more energy than it consumes over an extended period.
What will be the dominant energy source by 2040?
85%Overview of the future energy mix — solar, wind, nuclear, fusion, or still fossil fuels?
Will hydrogen replace fossil fuels in heavy industry?
75%Whether green hydrogen will become the primary energy source for steel, cement, shipping, and aviation.
Is the lithium supply chain the bottleneck for the green transition?
50%Analyzing whether lithium extraction and processing capacity can keep pace with surging demand from EVs and energy storage. Tracking mining projects, DLE technology, recycling capacity, and sodium-ion alternatives.
Will Europe face a major energy crisis in winter 2026-2027?
25%Assessing Europe's energy security for the upcoming winter. Monitoring natural gas storage levels, LNG import capacity, renewable buildout progress, and geopolitical risks to remaining Russian gas flows.
Will solid-state batteries revolutionize EVs by 2028?
30%Tracking solid-state battery development timelines and their potential to transform electric vehicle performance. Monitoring Toyota, QuantumScape, Samsung SDI progress, energy density improvements, and manufacturing scalability.
Will Europe achieve energy independence?
75%Whether EU member states can achieve strategic energy autonomy from Russia and other external suppliers.