TAE Technologies locks in helium-3 fuel supply for its fusion power plant, advancing the Trump Media merger
DJT sits 46% above its 52-week low of $6.96.
Summary
TAE Technologies, the fusion energy company merging with Trump Media, has secured a helium-3 fuel supply agreement with Black Moon Energy, supporting its first commercial power plant expected in 2031. The merger is still targeted to close by end of 2026.
Key Events · M&A and Partnerships · DJT
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Helium-3 Supply Agreement Signed
To preserve fuel flexibility as it moves toward commercialization, TAE Technologies has entered into a strategic agreement with Black Moon Energy Corporation, securing a future helium-3 supply for its fusion power plants.
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Da Vinci Power Plant Timeline
TAE's first commercial fusion power plant, Da Vinci, is expected to generate 50 MWe beginning in 2031, with a site selection planned for later this year. Future facilities are designed to scale to 350–500 MWe.
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Merger with Trump Media on Track
The previously announced business combination with Trump Media & Technology Group is still expected to close before the end of 2026, with a Form S-4 to be filed with the SEC.
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Commercial Ecosystem Development
Reflecting its strategy to build the full commercial ecosystem for fusion power—including fuel supply, partnerships, and infrastructure—the agreement marks TAE's transition from scientific innovation to commercial deployment.
Analysis · DJT · Technology
A strategic helium-3 supply agreement with Black Moon Energy Corporation gives TAE Technologies—which is merging with Trump Media & Technology Group—a critical fuel pathway for its first commercial fusion plant, Da Vinci. Expected to deliver 50 MWe starting in 2031, the project strengthens the merger's commercial viability, which remains on track to close by end of 2026. For Trump Media shareholders, this marks a tangible step toward the combined company's fusion energy future, though the technology is still years from generating revenue.
At the time of this filing, DJT was trading at $10.15 on NASDAQ in the Technology sector, with a market capitalization of approximately $2.8B. The 52-week trading range was $6.96 to $18.97. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.