As fusion programs are entering an industrial sourcing phase, constraints are emerging across plasma-facing materials, precision manufacturing, HTS tape and magnet systems, and enriched fuel precursors such as lithium-6. The constraint is not availability alone, but the timing and financing of new capacity relative to deployment schedules. We explore these questions via four  short presentations from across the supply chain, followed by moderated questions.

• Which inputs are capacity-limiting on 2028–2035 deployment timelines?
• What contractual structures are required for suppliers to finance new production infrastructure?
• How should risk be sequenced between developers and suppliers when scaling manufacturing?
• Which supply chains can scale alongside adjacent sectors, and where must fusion trigger entirely new industrial capacity?

Moderated by: Michael J. Attisha, Of Counsel, Greenberg Traurig, LLP