Tritium and lithium-6 supply become central fusion commercialization risks

Constrained tritium production, inventory decay, defense demand, and the need for lithium-6 enrichment and fuel-cycle infrastructure could limit fusion deployment even if plasma systems achieve adequate conditions. Licube's purification strategy and Cambridge Heavy Industries' proposed tritium pathway are notable early signals, but enrichment capability, financing, customers, qualification, scale, and economics remain unproven.