Name
Supply Chain & Capacity: Meeting Fusion's Deployment Timeline
Date & Time
Tuesday, June 9, 2026, 2:15 PM - 3:00 PM
Yifei Zhang Mac Hatch Honghai Song
Description

As U.S. fusion advances to deployment, industrial readiness is crucial. With a focus on the already live issue of HTS tapes and magnets, a panel of suppliers and end-users explore how to avoid bottlenecks, what it will take for suppliers to finance new manufacturing infrastructure ahead of confirmed demand, and how investors view opportunities across the fusion supply chain.

  • Where are the most critical supply constraints for fusion deployment, and which inputs need market signals soonest?
  • What contractual and financing structures can unlock supplier investment in the most constrained inputs?
  • Where can fusion scale alongside adjacent industries, and where must it build entirely new production capacity?
  • How are investors assessing risk and opportunity in the fusion supply chain?
     

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

Participants include: