Name
Investing from Ignition to Commercialisation
Date & Time
Monday, June 8, 2026, 12:30 PM - 1:15 PM
Guinevere Shaw
Description

Understand what it takes to move from demonstration to initial commercial deployment (FOAK)

Explore the process of risk retirement and commercial validation

Evaluate key milestones, revaluation events, and commercialization pathways through real-world case studies

Risks & Retirement:

  • Key technical and engineering milestones from demonstration through FOAK deployment
  • What are the principal risks and what retires them
  • Plasma performance, systems integration, manufacturability, and operational reliability

Milestones & Revaluation Events:

  • Scientific proof points, pilot systems, FOAK deployment, and commercial readiness
  • Demo → FOAK → NOAK progression and valuation inflection points
  • Capital transitions, strategic partnerships, customer validation/offtake

Commercialisation Playbooks:

  • Lessons from real-world fusion and adjacent-sector case studies
  • Different commercialization pathways across fusion approaches and business models
  • Transitions from R&D  to commercial enterprise