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