Energy

How Zeolites Could Solve Nuclear Fusion’s Tritium Shortage

mm
Add Securities.io to your preferred sources on Google

Nuclear fusion, which takes very light elements and makes them fuse into heavier ones, is, in theory, a fundamentally superior way to produce energy.

It does not use heavy elements and produce radioactive waste the way nuclear fission does, and it is much more constant and predictable than renewables like solar and wind.

Nuclear fusion is literally what powers the universe, with every star a gigantic nuclear fusion reactor. Every second, the sun consumes 600 million tons of hydrogen. For reference, this means the Sun consumes an amount of hydrogen as large as the entire mass of the Earth every 70,000 years.

So, if we could replicate just a small amount of this on Earth, we could access a virtually unlimited energy supply.

Unlike uranium or thorium, which are relatively rare, hydrogen is 74% of all the matter available in the universe. Realistically, even a human civilization using 1,000 times our current energy consumption would never run out of fuel.

Not All Fusion Methods Are Equal

However, there are many ways to perform nuclear fusion, depending on the isotopes of hydrogen used. Isotopes differ by the number of neutrons in a given atom:

  • Hydrogen without a neutron is called protium.
  • Hydrogen with one neutron is called deuterium.
  • Hydrogen with two neutrons is called tritium.

For example, if fuel availability is the main concern, deuterium-deuterium fusion is the optimal option, as deuterium makes up 0.025% of all hydrogen and is relatively easy to separate from Earth resources (making “heavy water”).

Unfortunately, deuterium-deuterium fusion requires significantly higher temperatures to happen, up to ~400-500 million °C (around 720-900 million °F), making it difficult to perform efficiently in potential future commercial fusion reactors.

In comparison, deuterium-tritium fusion “only” requires ~100–150 million °C, making it the mainstream research option to one day achieve fusion with net energy generation. This is why deuterium-tritium fusion was chosen for major international projects like ITER and by many private nuclear fusion companies like General Fusion. (GFUZ )

One problem with these plans is that tritium is the rarest isotope of hydrogen. While it is somewhat naturally produced from cosmic rays, commercial production is primarily produced by neutron bombardment of lithium-6 inside nuclear fission reactors or as a byproduct in heavy-water moderated reactors like CANDU designs, where deuterium absorbs neutrons.

As tritium has only a 12-year half-life, it also degrades quickly. Today, global production is only 2 kilograms (4.4 pounds) per year, with the entire global stockpile of non-military tritium sitting at just 20 to 30 kilograms.

This is a problem, as a single commercial 1,000 MW nuclear fusion power plant will require over 55 kilograms of tritium per year to run.

Increasing production will likely be done through the technology of fusion breeding blankets, where the nuclear fusion creates its own tritium fuel by capturing some of the produced neutrons.

However, only about 2% of the fuel is consumed in a nuclear reactor for a given fusion reaction run, and therefore, continuous recycling with isotope separation is required.

Current separation methods might not be efficient enough or cheap enough to perform well in a commercial setting requiring hundreds of kilos or even tons of tritium per year produced, filtered, purified, and re-injected into the reactor.

One recent study by German researchers at the Helmholtz-Zentrum Dresden-Rossendorf and the Max Planck Institute for Solid State Research proposes a new tritium separation method, using Zeolite Type Y, a synthetic aluminosilicate molecular sieve. They published their findings in Nature Communications1, under the title “Tritium separation from gaseous 1,2,3H isotopologue mixtures by selective adsorption on Ag-exchanged zeolite type Y”.

Purifying Tritium For Fusion Reactors

Finding New Tritium Separation Methods

Cryogenic distillation is an established method for separating the stable isotopes hydrogen and deuterium. However, this technique is not well suited for the broad range of compositions expected in fusion reactor processes.

An alternative is using microporous materials such as metal-organic frameworks (MOFs) or zeolites, as in this study.

This method relies on two mechanisms:

  • Kinetic quantum sieving (KQS), where different effective particle sizes of the different isotopes result in preferential adsorption of the heavier isotope.
  • Chemical affinity quantum sieving (CAQS), where different isotopes display distinct adsorption enthalpies, leading to different binding reactions.

Until now, separation factors have mostly been predicted theoretically.

For tritium separation, the strong radioactivity of the element requires that the structural stability of microporous materials is especially good. This is why the researchers have focused on zeolites.

Zeolite & Tritium

The material used in this study is zeolite type Y. Part of the mineral family of faujasite, these zeolites are aluminosilicate minerals with varying amounts of sodium, magnesium, and calcium. They have demonstrated structural resilience under varying radiation doses and tolerance to tritium.

In this case, they added silver atoms to serve as the site for adsorption of tritium in a hydrogen mix similar to what a nuclear fusion reactor would produce.

To measure the material’s tritium adsorption potential, they used thermal desorption spectroscopy (TDS), in which the molecule of interest is progressively released as temperature rises.

The study demonstrated experimentally the predicted separation factors for hydrogen isotope mixtures that include tritium.

Importantly, the system did not produce any protium (“basic” hydrogen), resulting in an almost pure deuterium-tritium mix.

In addition, mixing of hydrogen atoms into H2 molecules using different isotopes in the same molecules was almost negligible. This is important, as too high levels could have resulted in a mix very hard to purify later.

“For all gas mixtures, formation of heteronuclear isotopologues (HD, HT, DT) by isotope exchange was found to be very minor compared to the total adsorbed amounts”

A Reliable Method

The researchers also checked whether the silver atoms were affected by radiation, especially beta radiation. After 4 hours of exposure, no significant change in the desorption spectra was detected. Overall, this seems to indicate that the extent of ionization within the zeolite lattice is too low for an electron transfer to the silver ions.

Another important advance made by this study is that the temperature required can be achieved using liquid nitrogen, a relatively cheap and simple product.

In comparison, traditional cryogenic distillation requires temperatures close to absolute zero, which is both costly and very energy intensive.

As nuclear fusion reactors get closer to net energy production, any step that requires little energy helps make the overall process energy-positive and commercially viable.

Similarly, the radiation resistance of the zeolite used is important for future routine use where the same adsorbent material will need to be used repetitively for weeks, months, or even years without needing repair or replacement.

Investing In Nuclear Fusion

General Fusion

GFUZ Price Chart

On July 13th, 2026, General Fusion made history by being the first nuclear fusion company to perform its IPO, beating its competitor and Trump-backed TAE Technologies by several months, ahead of its own IPO.

In total, General Fusion raised $108 million from private investors during the IPO. Altogether, the company says it holds about $150 million in cash after the IPO. Over the years, it has raised over $600 million from private investors.

General Fusion is one of the startups leading the charge in making fusion a private sector venture, instead of a publicly funded physics project. The company was started as long ago as 2002 to develop Magnetized Target Fusion (MTF) technology.

MTF is expected by the company to be a shorter path to energy-positive fusion and to be a lot less costly.

General Fusion was the first in the world to build and commission a compact toroid plasma injector at a power plant scale in 2010 and has reached many more milestones since.

In theory, the technological choice of General Fusion should give it an advantage, as it offers a good compromise in the technical requirements for maintaining conditions for fusion with moderate energy confinement time and plasma density.

Both of these metrics have one going toward the extreme for the main competing technologies (inertial confinement & magnetic confinement), making it more challenging to achieve reliably and cheaply.

This allows General Fusion to avoid superconducting magnets and high-powered lasers, as well as to use existing materials for durable machines and cost-effective energy production.

With only 133 employees, General Fusion remains an R&D- and tech-focused startup, with 200,000+ plasma experiments conducted and 210 patents. The company aims for commercial system and components validation by the end of the 2020s, and to begin selling commercial plants in the mid-2030s.

For investors, the argument for General Fusion is that it is one of the most advanced nuclear fusion private companies, alongside a select few like HelionProxima FusionCommonwealth Fusion Systems, and TAE.

With a market capitalization below $1B, this makes General Fusion a perfect “long-shot” investment, with the IPO early enough to hope to lock in 10x, 100x, or even more gain if all goes well.

However, investors should also be aware that competitors like Helion claim to already be building their own manufacturing facilities and plan to deliver functioning power plants to Microsoft (MSFT ) and OpenAI by 2028 and 2030, respectively.

So there is also a risk that General Fusion might be the first, but also just one among many fusion companies, as the technology matures and becomes commercially viable.

Still, General Fusion is a technically impressive company, having steadily hit its technical milestones one after the other for two decades, long before many people started to believe that private fusion companies could be commercially viable, and a potential multi-trillion-dollar market that can certainly have more than one player if they achieve that lofty goal.

Latest General Fusion (GFUZ) Stock News and Developments

Study Referenced

1. Becker, A., Lippold, H., Liu, J. et al. Tritium separation from gaseous 1,2,3H isotopologue mixtures by selective adsorption on Ag-exchanged zeolite type Y. Nat Commun 17, 7405 (2026). https://doi.org/10.1038/s41467-026-75930-9 

Jonathan is a former biochemist researcher who worked in genetic analysis and clinical trials. He is now a stock analyst and finance writer with a focus on innovation, market cycles and geopolitics in his publication 'The Eurasian Century".