As fusion moves from technical demonstration toward commercial deployment, identifying credible end-users becomes vital. Early plants will depend on customers willing to contract for power ahead of full technology maturity, providing the revenue visibility needed to unlock financing. A panel explores how these customers underpin early fusion deployment through long-term offtake.

• What milestones must fusion developers reach to secure commitments from credible customers, including hyperscalers and data centres?
• What contract structures, PPA terms, tenor, pricing mechanisms, and volume commitments, are required to create lender-grade, bankable revenue?
• How is FOAK risk, including construction, performance, and availability, allocated and priced between developers and customers?
• What level of credit support, guarantees, or public backing is required to unlock debt/project financing

Moderated by: Amy Nordrum, Executive Editor, Operations, MIT Technology Review

Participants include: