Name
Fusion Supply Chain Opportunities
Date & Time
Monday, June 8, 2026, 3:30 PM - 4:10 PM
Lenka Kollar
Description

Investment Across the Value Chain
Identify investable opportunities beyond reactor developers
Understand supply chain bottlenecks and scaling challenges

Core Challenges & Solutions:

  • Superconducting magnets: high-temperature superconductors
  • Plasma-facing materials: tungsten, beryllium, advanced composites
  • Fuel cycles: tritium breeding & handling
  • Maintenance: remote handling and robotics

Market Sizing:

  • Total addressable market projections, opportunities and risks 
  • Competitive landscape, market concentration & bottlenecks