A senior representative from a leading fusion investor will provide an introduction to the global fusion landscape and the investment opportunity it presents.

• The core fusion process, its advantages and benefits
• Main approaches and their current state of play
• Global funding to date and capital needs to reach commercialisation
• Milestones, pathways to commercialisation and grid integration, size of market
• The role of international capital in scaling fusion technologies
• Regulatory frameworks and commercialisation pathways

An exploration of the current state of fusion innovation globally, the path to commercialisation and the investment opportunity it presents for sophisticated international investors.

• How close are the leading technologies to achieving private-sector break-even, and what effect will that have on investment flows?
• What are the main challenges, and what needs to be done, to accelerate movement towards commercialisation?
• How can an efficient global supply-chain de-risk the path to commercial fusion-power generation?
• What is the opportunity for LATAM capital to participate in the global fusion ecosystem?
• How do regulatory environments across different jurisdictions create both risks and competitive advantages for fusion developers?

A leading global venture capital firm will share their thoughts, motivations and expectations on fusion as an investment opportunity, and discuss how Latin American investors can access and participate in the sector.

• What are investor expectations for fusion and the performance so far?
• How can fusion enhance returns and contribute to portfolio diversification?
• What is the ideal role for fusion within a deep-tech or climate-tech investment fund?
• What are the most promising strategic investment opportunities within fusion and the wider fusion supply chain?
• How can Latin American investors most efficiently access the global fusion opportunity?
• What role do regulatory frameworks play in investment thesis and risk assessment for fusion companies?

A leading fusion industry expert will explore common questions related to fusion investment, technology, and partnership opportunities, providing a direct perspective on the factors influencing investment decisions in the industry and how investors should evaluate opportunities. This session will include discussion of regulatory considerations and how they affect investment timelines and returns.

An examination of the global fusion supply chain, the critical components and capabilities needed to scale fusion technologies, and opportunities for investment and partnerships. The discussion will explore how companies and investors can participate in the fusion ecosystem beyond direct fusion technology development.

• What does the global fusion supply chain need, and what are the critical dependencies?
• What partnership and strategic investment opportunities exist in fusion-adjacent sectors?
• How can investors identify and evaluate supply chain opportunities in fusion?
• How do regulatory requirements create supply chain opportunities and competitive positioning?

Short presentations from fusion innovators followed by an interactive Q&A, with a focus on both power generation and non-power applications like industrial process heat.

• What are the different technical approaches being developed, and what progress has each made so far?
• What does the path to commercialisation look like for both power and non-power applications?
• What is the potential market for fusion-derived industrial heat in sectors like metallurgy, desalination, and hydrogen production?
• What investment or partnership opportunities exist within these fusion initiatives?
• How do regulatory pathways differ between power generation and industrial heat applications, and what are the implications for investors?