Fusion energy developer TAE signs helium-3 future fuel supply option agreement

• TAE has raised over $1 billion and plans site selection for its 50-megawatt Da Vinci plant later this year, with future plants designed for 350-500 megawatt output
• The helium-3 supply agreement provides an alternative fuel option as the fusion industry works to bridge the gap between experimental reactors and commercial viability
• Trump Media's acquisition of TAE, valued at over $6 billion in an all-stock deal, is expected to close before end of 2026 and will spin off Truth Social into a separate entity

TAE Technologies Secures Helium-3 Fuel Supply Agreement for Future Fusion Plants

Fusion energy developer TAE Technologies announced Wednesday it has signed an agreement with privately held Black Moon Energy to secure a potential helium-3 fuel supply for its planned commercial power plants. TAE is currently subject to an acquisition by Trump Media & Technology Group in an all-stock deal valued at over $6 billion.

Key Company Details:

• TAE has raised more than $1 billion, backed by major investors including Alphabet's Google and Chevron
• Based in Foothill Ranch, California
• The company is preparing to build its first fusion power plant, Da Vinci, expected to generate 50 megawatts of electricity
• Site selection for Da Vinci is planned for later this year, with operations targeted to begin in 2031
• Future plants are designed for output between 350-500 megawatts

Transaction Timeline:

The Trump Media acquisition is expected to be completed before the end of 2026, pending regulatory approvals. The companies agreed in June to spin off Trump Media's legacy social media business, including Truth Social, into a separately listed entity.

Market Context:

The nuclear fusion industry continues to face significant challenges in transitioning from experimental reactors to commercial power plants. Key hurdles include proving reactor performance, attracting capital, and securing long-term fuel supplies—making this helium-3 supply agreement strategically important.

TAE CEO Michl Binderbauer stated the agreement provides an alternative fuel supply option as the company advances toward commercial power generation. The deal also includes collaboration on commercial development between the two companies.