Agenda

Panel Discussions

discussions, debates, and presentations 

Networking Roundtables

roundtables featuring focused, small-group discussions on specific industry topics

Networking Day

exclusive tour of MIT and CFS’s state-of-the-art facilities

additional registration required, space limited

8:00 AM - 9:30 AM
Registration, Coffee & Enhanced Networking

Pavillion Showcase - FusionX: Americas exhibitors demonstrate the product and service solutions that will support and accelerate the path to commercialization

One-to-One Meetings -  Leverage the powerful FusionX app to connect with key participants, and meet in the dedicated on-site Networking Hub

9:30 AM - 9:50 AM
Welcoming Remarks
 
9:50 AM - 10:10 AM
Keynote Interview: Fusion’s Role in Energy Security & Economic Leadership
 
10:10 AM - 11:00 AM
Fusion’s Path Forward in the Americas

We are at a pivotal moment for the fusion sector – PPAs, plans for FOAK plants, new pools of capital evaluating the sector – fusion is moving fast. But significant challenges remain to turning this transformative vision into a reality.

  • What key milestones or achievements signal fusion's maturation? And what near-term advancements will bring commercial fusion within reach?
  • How can national strategies, such as the DOE's Fusion Science & Technology Roadmap, catalyze investment and drive innovation? What more can be done to support successful public-private synergies?
  • How is capital most effectively matched with fusion opportunities? How can we de-risk the supply chain to ensure a robust and resilient ecosystem?
     
11:00 AM - 11:20 AM
Coffee & Investor Networking
 
11:20 AM - 12:20 PM
Milestones to Markets: Completing the Path to Commercialization

A panel of senior figures from the world's leading fusion companies and their investors discuss challenges and opportunities on the path to commercialisation, milestones, de-risking and value creation.

  • What key challenges remain to achieving private-sector break-even and how close are they to being resolved?
  • How can more financing be attracted to fusion and how do we ensure capital flows are sustained through to deployment?
  • What technical advancements in blankets, plasma heating, lasers, controls etc are imminent, and what are the implications for costs and commercialisation?
  • What are the key concerns that companies have about supply chain security, availability and affordability?
     
12:20 PM - 12:50 PM
The Origin Story: Commercializing Fusion After Ignition

One-on-one with Annie Kritcher, who led the team that achieved the world’s first fusion ignition at LLNL—a milestone that definitively proved the science of fusion energy.  Now Annie and team tackle the next challenge: how to turn a historic scientific achievement into a commercial energy system.

  • How Inertia’s commercialization strategy differs from other fusion approaches
  • Technical and operational milestones on the path to a first-of-a-kind fusion system
  • What are the capital requirements for Inertia’s approach and how are investors responding?
     
12:50 PM - 2:00 PM
Networking Lunch
 
2:00 PM - 2:50 PM
New Frontiers: Fusion’s Role in Space, Defense, & Industry

Compact fusion energy promises to revolutionize more than just the grid. It offers new pathways for space, defense, and heavy industry, creating both strategic and commercial opportunities.

  • What are the most promising near-term industrial applications for compact fusion energy beyond electricity generation?
  • How can fusion-powered systems on Earth and in space enhance U.S. national security and defense capabilities?
  • Which compact fusion designs are best suited for remote or mobile applications, such as powering military bases or deep space missions?
  • What policy and investment changes are needed to accelerate the development of such specialized fusion applications?
     
2:50 PM - 3:20 PM
Strategic Conversation: Hyperscalers & First Movers

AI, cloud expansion, and data center growth is driving unprecedented demand for reliable, carbon-free power. Fusion can be part of the solution.

  • What signals will convince hyperscalers fully to commit to fusion?
  • How can tech & fusion R&D collaboration support the provision of power?
  • What is needed for partnership to translate to PPAs?
     
3:20 PM - 3:50 PM
Coffee & Investor Networking
 
3:50 PM - 4:40 PM
Fusion Supply Chain: De-Risking Investment & Supporting Commercialization

Fusion's commercial viability depends on mature, cost-effective supply chains. Building robust, well-financed supplier ecosystems is essential to scaling beyond demo projects. They also present clear investment opportunities. This session features four short presentations followed by a discussion covering topics such as:

  • Which supply chain segment – materials, precision manufacturing, precision, laser or HTSM components – poses the greatest risk to fusion deployment?
  • What investment in advanced manufacturing/engineering is needed to strengthen US competitiveness and cut reliance on international supply chains?
  • What role can AI-driven design optimization play in accelerating validation, reducing costs, and compressing development cycles?
  • How can companies protect their intellectual property whilst contributing to broader industry collaboration and progress?
     
4:40 PM - 5:10 PM
Securing Materials for Commercial Fusion: Critical Minerals

Commercial fusion requires specialized inputs, some with limited domestic processing capacity. Securing alternative supply is critical for project timelines, bankability, and national energy security.

  • Which critical minerals and strategic materials are essential for fusion, and where are the key bottlenecks?
  • How can initiatives such as the DOE Office of Critical Minerals and Energy Innovation and the Mineral Security Partnership strengthen and diversify supply chains?
  • What role can new processing technologies and alternative sourcing play in reducing China dependence?
  • Where do commercial opportunities exist—from rare earth processors to equipment manufacturers to logistics providers?
     
5:10 PM - 5:50 PM
Building & Financing the World’s First Fusion Plants

Capital intensity and first-mover risk create unprecedented financing challenges for fusion power plants. Understanding how to fund and de-risk FOAK plants will determine whether and when fusion reaches commercial viability.

  • What blend of equity, debt, guarantees, incentives and insurance can finance a FOAK fusion power plant? 
  • How are risks – construction risk, technology risk, and market risk – allocated and on what terms?
  • Which proof-points from the FOAK will credibly reduce capital costs, construction timelines, and financing costs for NOAK plants?
  • Where do technical uncertainties, regulatory gaps, and financing constraints create the highest barriers to reaching commercially-viable operation?
     
5:50 PM - 6:00 PM
Day One Conclusions & Reception Host Welcome
 
6:00 PM - 7:30 PM
Networking Drinks Reception
 
8:00 AM - 9:00 AM
Rise and Shine Roundtables

Grab a coffee and pick a table for lightly-moderated, networking-enhanced discussion on some of the more pressing topics impacting fusion commercialization.

Table I: Designing Affirmative Insurance Coverage & Appropriate Risk-Pricing
Commercialization depends on development of fusion-tailored coverage guidelines related to fusion-specific risks.  Are insurers developing appropriate guidelines and policies that will support financeable build and operation? This discussion table offers a dynamic conversation between fusion companies, lenders, EPCs and insurers- to match the policy (and premium) to the risk. 

Table II:  Resolving Fusion’s Key Technical Challenges: Enabling Solutions
Fusion’s deployment challenges are real—but so are the proposed solutions. This session spotlights breakthrough supply chain initiatives tackling critical constraints, outlining what’s needed to scale and how these innovations could reshape fusion’s cost curve.

Table III:  AI & Digital Twins to Underwrite Fusion Builds
How can digital models translate into lower contingencies, tighter schedules, and investable risk? This table will focus on the outputs that move capital—what lenders, insurers, EPCs, regulators, and offtakers need to see—and how to govern models so they deliver decision-grade evidence.

Table IV: Funding the Drive to Commercialization: New Pools of Fusion Capital
As fusion scales from research to commercialization, capital needs and competition for funding grow, what new funding sources can step in to support the acceleration to commercialization?
How can philanthropic and catalytic capital de-risk early R&D and help bridge the gap between research and investor-ready pilots? What’s driving new entrants, from family offices to institutional investors,  to see fusion as an attractive, high-impact/high-return asset class?

Table V: Fusion for Industrial Heat
Industrial process heat represents one of the hardest sectors to decarbonize—and one of the most promising near-term markets for fusion. How could fusion technologies supply continuous, high-temperature heat for sectors such as steel, chemicals, and cement, and what are next steps to build this market?

Table VI: What Does a Fusion Company Need When Choosing a Location?
States are tuned in to the potential benefits of in-state fusion power plants- potential future clean baseload, quality job creation and the potential to attract a high-value workforce. Is what they are offering in-line with the needs of fusion companies? Looking at incentivizing regulation, streamlining of permits, siting preparation and approvals, tax-breaks and more. Are states offering what‑it‑would‑take’ to bring fusion to their jurisdictions?
 

9:00 AM - 9:15 AM
Day Two Welcoming Remarks
 
9:15 AM - 10:00 AM
Collaborative Models for Delivering Fusion to the Grid

As fusion transitions from lab to grid-connected reality, delivery models matter. This session examines the OEM-style approach pioneered by Type One Energy, in collaboration with TVA and AECOM, as a pragmatic pathway from prototype to grid-connected fusion power.

  • How early collaboration with TVA as utility partner is shaping siting decisions, grid integration requirements, and regulatory sequencing for Type One Energy’s first fusion plants
  • How Type One Energy’s OEM role—focused on core fusion technology—enables clearer interfaces with partners responsible for delivery, operations, and compliance
  • The role of AECOM as EPC integrator, translating fusion concepts into buildable, licensable infrastructure and applying nuclear and large-scale project delivery experience to FOAK fusion
  • How EPC-led design and construction planning can reduce execution risk, improve schedule confidence, and support repeatable deployment
  • What this delivery model changes for investors, including clearer risk allocation across technology, construction, and operations, and a more bankable path to scale
     
10:00 AM - 10:45 AM
Strategic Conversation: Advancing Materials

The landscape of fusion materials development has fundamentally shifted, demanding a bolder and more rapid approach. To meet this challenge, the Plasma Science and Fusion Center (PSFC) is constructing a new 30 MeV proton irradiation facility, set to begin science operations in 2026. An exploration of how this new capability can accelerate the path toward viable fusion energy.

10:45 AM - 11:10 AM
Strategic Conversation with Shine: A Revenue-Backed Roadmap on the Path to Fusion

SHINE has established one of the most commercially credible pathways in the fusion sector by building revenue-driving businesses around fusion-driven neutron production, isotope manufacturing, and waste recycling. 

  • How is SHINE’s staged model reshaping expectations for valuation, commercialization timelines, and investor confidence?
  • Does SHINE’s staged commercialization model translate into a differentiated and compelling investment proposition? How do investors compare SHINE’s risk profile and valuation against traditional fusion companies?
  • What are the key milestones—and how well is SHINE tracking toward them?
     
11:10 AM - 11:40 AM
Coffee & Investor Networking
 
11:40 AM - 12:30 PM
Commercialization: MCF

A panel of fusion innovators explore the path to commercialization, the challenges, and their expectations, across tokamaks & stellarator approaches.

  • What challenges remain to surpass break-even in private-sector MCF?
  • What is the current state of HTS technology and what is its contribution both as core-tech and as a spin-out?
  • What are the key milestones in de-risking MCF fusion approaches and when will they be retired?
  • What new technologies and cost pathways are needed to make MCF fusion commercially viable, and how close are they?
     
12:30 PM - 1:00 PM
Strategic Conversation: Regulatory Risk in Fusion

Understanding the evolving regulatory landscape facing fusion industry and its impacts is vital to commercialization. What are the key regulatory risks for fusion companies, investors, and the supply chain, and the best strategies to mitigate them?

1:00 PM - 2:00 PM
Networking Lunch
 
2:00 PM - 2:50 PM
Commercialization: Laser Inertial Confinement

A panel of fusion innovators explore the path to commercialization, the challenges, and their expectations, across laser-based ICF approaches.

  • What challenges remain to surpass break-even in private-sector laser ICF?
  • What are the drivers of valuation, the key risks and milestones?
  • How are advances in laser optics, power electronics, and target fabrication de-risking laser-based fusion approaches?
  • What new technologies and cost pathways – for lasers and for targets – are needed to make ICF fusion commercially viable, and how close are they?
     
2:50 PM - 3:40 PM
Fuel Cycle: Mitigating Risk & Creating Opportunity

Investing in companies that seek to resolve fusion companies’ challenges with heating, fueling, exhaust, tritium recovery & breeding can give diversified exposure to fusion and a shorter path to revenues. 

  • What technical fuel-cycle critical challenges are opportunities for specialist providers? 
  • What milestones are being hit towards feasibility of tritium breeding and extraction and what is the scale of opportunity created?
  • How can emerging volumetric neutron sources accelerate fuel-cycle readiness?
  • How are academic and industrial collaborators super-charging the path to fusion commercialization by addressing fuel cycle challenges?
     
3:40 PM - 4:10 PM
Coffee Break
 
4:10 PM - 4:40 PM
Critical Components: Heat & Exhaust Management

Mastering unlocks faster, more efficient fusion commercialization. What breakthrough technologies are redefining divertor design and reshaping investment potential in the fusion sector?

  • Can Diverters Make the Difference on the Path to Commercialization?
  • What next-generation innovations are emerging to tackle heat and exhaust across different fusion concepts?
  • How can advances in efficiency and reduced maintenance translate into stronger project economics and investor confidence?    
4:40 PM - 5:30 PM
The Fusion Race: Honing America's Competitive Edge

Synthesizing the findings of the last two days, this session explores how the U.S. can maintain a lead in the global fusion race. 

  • How can U.S. policy strategically target investment to build a domestic fusion supply chain and prevent future dependencies?
  • What specific steps are needed to cultivate the specialized engineering and manufacturing workforce required to build and operate fusion power plants?
  • Beyond R&D, where should investment be focused to ensure the U.S. leads in the practical engineering and deployment of fusion technology?
  • How can international partnerships be structured to accelerate development while protecting and enhancing U.S. manufacturing and technological leadership?
     
5:30 PM - 5:40 PM
Closing Remarks
 
9:30 AM - 10:00 AM
Registration & Coffee
 
10:00 AM - 12:15 PM
Site Visit & Private Tour

A private tour of PFSC’s fusion facilities, including the new Laboratory for Materials in Nuclear Technology, followed by a Q&A with senior staff.  

1:00 PM - 2:15 PM
Networking Lunch

A networking lunch in the Massachusetts country-side with a select group of fusion innovators, investors and thought-leaders

3:00 PM - 5:00 PM
Commonwealth Fusion Systems, Devens

Private tours of CFS’s Devens Campus. A guided visit to both CFS’s magnet factory and to the SPARC facility followed by a Q&A with senior staff.  

5:00 PM - 7:00 PM
Closing Networking Drinks

Craft beers and bites at a nearby brewery

7:45 PM - 7:50 PM
Arrive Boston
 

Connect with the entire fusion ecosystem

"The event was extremely organized and was all about collaboration, which is exactly what's needed to break through into fusion energy commercialization."  Oded Gour-Lavie, CEO, nT-Tao