arXiv:2512.09242v1 Announce Type: new
Abstract: Fusion systems producing isotopes via neutron-driven transmutation can achieve economic viability well before reaching energy breakeven. Incorporating carefully selected feedstock materials within the blanket allows fusion systems to generate both electrical power and high-value isotopes, expanding the space of viable concepts, significantly enhancing the economic value of fusion energy, and supporting an accelerated path to adoption. We calculate the value of this co-generation and derive a new economic breakeven condition based on net present value. At lower plasma gain, $Q_{mathrm{plas}}lesssim1-3$, high-value transmutation, such as medical radioisotopes, enables pure transmuter fusion systems operating at only a few megawatts of fusion power: for example, a 3 megawatt system transmuting ${}^{102}mathrm{Ru}rightarrow{}^{99}mathrm{Mo}$ could fulfill global ${}^{99}mathrm{Mo}$ demand with $Q_{mathrm{plas}}ll1$. At higher gain $Q_{mathrm{plas}}gtrsim3$, it becomes viable to generate electricity in addition to isotopes. For example, co-production of electricity and gold, transmuted from mercury in a fusion blanket, can reduce the required plasma gain for viability from $Q_{mathrm{plas}}sim10-100$ to $Q_{mathrm{plas}}sim3-5$. We further highlight techniques to enhance transmutation including magnetic mirrors, asymmetric neutron wall loading, and neutron multiplication. Fusion neutron-driven transmutation therefore offers a revenue-positive pathway for deploying fusion energy at terawatt-scale, starting from smaller megawatt-scale machines for radioisotope production and then scaling up to co-producing electricity and gold in larger fusion power plants.