Name
Supply Chain: Mitigating Risk & Providing Opportunity
Date & Time
Thursday, October 23, 2025, 12:10 PM - 1:00 PM
Kiyoshi Seko Masanori Daibo Hiroyuki Nose Sergey Samoilenkov
Description

Investing in companies that seek to resolve the engineering challenges of fusion companies, or supply the specialist inputs fusion requires, can both give diverse exposure in fusion + potentially other fast-growing markets.

  • What technical & engineering challenges/solutions in fusion are being resolved by Japanese entities?
  • How are Japanese supply-chain companies supporting international private sector fusion with HTS, fuel cycle solutions etc?
  • What are the implications for the fusion supply-chain of Japan’s intent to ‘industrialise’ fusion?
  • What are the prospects for consolidation in fusion-tech & supply chains? And what strategic benefits might consolidation bring?