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Material · Power, Grid & Superconductors · JP US DE CN

REBCO superconducting tape, 12 mm

A ceramic tape that carries current with no resistance when cold. It is the wire in modern fusion magnets.

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Severity
How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code →
How hard it binds, 0 to 12
When it bites
Within 2 years
judged 2026-09-15
Evidence
6 of 7 verified
7 maker rows

01Why it holds things up

A single high-field fusion magnet consumes tape by the kilometre. Annual world output is small enough that one programme’s order book moves the whole market.

Grade that ships · 12 mm REBCO tape, critical current specified at 77 K, self-field.

Part of the process · Energy, which takes years to loosen once somebody decides to.

02Severity

judged 2026-09-15 · a judgement, not a measurement

How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code → / 12

How few suppliers qualify
Estimate, not a measurementA handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.By Substrata, open to challenge · 2026-09-15 / 3
How hard to replace
Estimate, not a measurementA handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.By Substrata, open to challenge · 2026-09-15 / 3
Decision to new capacity
Estimate, not a measurementA handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.By Substrata, open to challenge · 2026-09-15 / 3
Can the buyer walk away
Estimate, not a measurementA handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.By Substrata, open to challenge · 2026-09-15 / 3

A handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.

03Who makes it

6 verified of 7 rows

1 of 1 unsourced rows have pages the sourcing engine found that nobody has checked yet.

OrganisationStepEvidence
Fujikura5803 JPConvertVerified source ↗
Faraday Factory JapanNo listing foundConvertVerified source ↗
SuperPowerNo listing foundConvertVerified source ↗
MetOxNo listing foundConvert
8 found, unchecked
  • DOE doles out $80M for Houston superconductor tech manufacturer's new facility - Energy Capital ↗

    “ion business › Houston superconductor tech manufacturer raises $25M › Encino, Baker Hughes, Envana, others earn DOE methane funds - Energy Capital › advanced manufacturing facility alex ignatiev bud vos department of energy metox international university of houston project arch Trending News Pitch Lineup Meet the 80+ startups pitching at Houston Energy and Climate Week oil recovery UH report says CO2 technology could unlock 137B barrels of U”

  • Top 15 High-Temperature Superconducting (HTS) Tape Companies ↗

    “nd stability. Buyers in the tech sector are eager to adopt these materials to remain competitive in the rapidly evolving landscape of quantum technology. High-Temperature Superconducting (HTS) Tape Companies Profiled 1. MetOx International, Inc. Founded: 2004 MetOx International specializes in manufacturing high-quality HTS tapes using advanced technology and materials. The company is known for its focus on developing REBCO coated conductors”

  • High‑Temperature Superconductors – what’s available in 2026 and how they can power the data‑center revolution ↗

    “manufacturing. https://global-sei.com/technology/ 5. SuperPower Inc. (Furukawa Electric Group) – 2G REBCO HTS Wire Datasheets Current density, mechanical strength, and LN₂-temperature operation of REBCO tapes. https://www.superpower-inc.com/ 6. MetOx Technologies – Commercial REBCO Tape Production PLD-based REBCO manufacturing, cost trends, and power-application suitability. https://metoxtech.com/ 7. Vision Electric Super Conductors (VESC) –”

  • Superconductor Startups: Unicorn Companies, Fusion Energy, Quantum Computing, and the Next AI Power Boom - Kori Science ↗

    “ler and stronger fusion machines Quantum Computing Superconducting qubits and circuits IQM, OQC, Rigetti, D-Wave, SEEQC Scalable quantum processors Power Infrastructure HTS cables and superconducting wire VEIR, MetOx, AMPeers Higher power density for AI data centers and grids The key point is this: most serious companies are not building their entire business around room-temperature superconductors. They are focused on high-temperature super”

  • Rebco Superconducting Tape Market Trends & 2033 Projections ↗

    “d for high-power applications and fusion energy research. Furukawa Electric Co., Ltd.: A global manufacturer with strong capabilities in advanced materials, including the development of superconducting cables and wires. MetOx Technologies, Inc.: A US-based producer of high-performance REBCO HTS wire, focusing on robust and scalable manufacturing processes. Trithor GmbH: A German company engaged in the development and production of HTS wires,”

  • Three New Technologies to Make Superconductor Tapes – NextBigFuture.com ↗

    “e market. The Group was the first to manufacture the thin film superconductor tape, which was used in 2008 to power 25,000 households in Albany, N.Y., and now is used by more than 200 institutions worldwide. Houston-based MetOx Technologies Inc. received $3 million in funding for its project “MetOx Low Cost MOCVD” to advance proprietary manufacturing technology for its HTS wire. The project aims to improve equipment throughput, material effi”

  • Superconductors 101 — MetOx ↗

    “Superconductors 101 — MetOx 0 Superconductors 101 High temperature superconducting (HTS) materials are unlocking groundbreaking innovation in cables, magnets, and power electronics. A leading U.S. manufacturer of HTS wire, MetOx delivers efficie”

  • Technology | Xeus™ HTS Wire Platform by MetOx — MetOx ↗

    “HTS Wire Xeus™ wire is MetOx’s proprietary brand of HTS wire. Xeus ™ is designed to operate at much higher temperatures and can produce much higher stronger magnetic fields than low temperature superconducting wire (LTS). MetOx proprietary manufacturing process is the most advanced in the world for large scale HTS wire production. Large scale production of HTS allows for widespread adoption in a variety of applications. Superconductor Techno”

THEVANo listing foundConvertVerified source ↗
Shanghai SuperconductorNo listing foundConvertVerified source ↗
AMSCAMSC USConvertVerified source ↗

04Rules that govern it

No rule has been researched for this one yet.

Policy coverage is being built jurisdiction by jurisdiction.

05What would remove it

  • High-temperature superconducting magnetsEstimate, not a measurementFull-scale magnets have passed acceptance testing and are in serial production, validated by the US Department of Energy. No power plant has run on them. The constraint has moved from physics to tape supply.By Substrata, open to challenge · 2026-09-15Supporting source → · Prototype at meaningful scale

    It does not relieve this bottleneck — it is the reason for it. Every fusion programme buying tape competes for the same few production lines.

All science →

06Science pipeline

82 papers, preprints and grants collected, unreviewed
  1. Research58 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+7 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  2. Lab23 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+1 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  3. Pilot1 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  4. Early0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  5. Scale0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)

judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed

The full pipeline, by stage →

07Who could fund relief

Is funding the constraint? · Money would genuinely help

Production lines are small and the makers are young companies. This is one of the few rows where writing a cheque genuinely adds capacity, which is why fusion programmes have been buying equity in their own suppliers.

  • European Investment BankDevelopment bank

    The EU’s own bank, lending long-term for infrastructure, energy networks and industrial capacity that meets EU policy objectives.

    Development bank will not fund · Anything outside its mandate, however commercially sound. It is patient and cheap and narrow, in that order.

A mandate covering the kind of asset that would relieve this row. Not a claim that anyone has funded one, and not advice.

08What has happened

Nothing recorded about this one yet.

Events are added when a source is read and accepted by hand.

09What this holds up

2 loops
  • Energyone turn: Months to years

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15

  • Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

Discussion

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