A keynote presentation with Dr. Tsuneto, hosted by Stuart Allen, CEO and Co-Founder of FusionX, to explain Japan’s strategy to develop a world-leading fusion industry.

• How is the ‘Fusion Energy Innovation Strategy’ to be implemented, and the J-Demo plant to be built?
• How does the evolving regulatory environment support fusion in Japan?
• What concrete policies support supply chains & core technologies?
• How can international entities best coordinate with peers in Japan?

A fireside chat with a leading international fusion investor, Lowercarbon Capital,  exploring the investment thesis for fusion energy. How fusion sits within a deep-tech portfolio, and what role Japanese and regional expertise and capital play in fusion globally.

A panel of leading Japanese and international investors and share their thoughts, motivations and expectations on fusion as an investment opportunity:

• What are expectations & how has fusion performed vs. expectations thus far?
• Can fusion enhance short- & long-term returns, reduce risk/bring diversification to a portfolio?
• What’s an ideal weighting towards fusion in a deep-tech or climate tech fund? 
• How do CVCs view the fusion opportunity, how does their approach compare with other investors?
• What are the strategic investment opportunities in fusion and the fusion supply chain?

Moderated by: Stuart Allen, Co-founder & CEO - FusionX

A panel of senior figures from the world’s leading public & private, fusion-focused entities discuss key challenges on the path to commercialisation:

• How close are the leading technologies to achieving private-sector break-even, & what effect will that have on investment in the sector?
• What are the main challenges, and what needs to be done, to accelerate movement towards commercialisation?
• How can the use of industrialised fusion tech for non-power applications de-risk the path to commercial fusion-power generation?
• What needs to be done to create an efficient global fusion sector, harmonising regulation for operations and codes/standards for inputs?

Moderated by: Alex Borovskis, Co-Founder - Helixos

Investing in companies that seek to resolve the engineering challenges of fusion companies, or supply the specialist inputs fusion requires, can both give diverse exposure in fusion + potentially other fast-growing markets.

• What technical & engineering challenges/solutions in fusion are being resolved by Japanese entities?
• How are Japanese supply-chain companies supporting international private sector fusion with HTS, fuel cycle solutions etc?
• What are the implications for the fusion supply-chain of Japan’s intent to ‘industrialise’ fusion?
• What are the prospects for consolidation in fusion-tech & supply chains? And what strategic benefits might consolidation bring?

Buffet Lunch & Informal Networking

A series of two fireside chats, each with a leading fusion innovator and a partner, followed by an interactive Q&A. 

1. The Power of Partnerships Ross Morgan, Director of Strategic Partnerships, Tokamak Energy in conversation with Furukawa Electric.

2. Fusion Potential beyond Power JC Btaiche, Founder & CEO, Fuse Energy

Representatives from international fusion companies and their partners – suppliers, industrials, strategic investors – explore their collaboration.

• How does collaboration accelerate and derisk the path to commercialisation?
• How can partnerships mitigate the challenges of financing a long-term, capital-intensive project such as fusion?
• Which partnerships are most effective: suppliers, EPC contractors, off-takers?
• How is Japan’s ‘Fusion Energy Innovation Strategy’ supporting collaboration?

Moderated by: Dr. Jacqueline Kirtley, Assistant Professor of Entrepreneurship, The Wharton School at University of Pennsylvania

A series of short presentations from fusion innovators, followed by an interactive Q&A, exploring the variety of approaches to the commercialisation of fusion.

• There are many feasible paths to the commercialisation of fusion, what are the cost, risk or other benefits of different approaches? 
• What role can investors, partners or suppliers play in the advance of these companies?
• What criteria should potential partners, suppliers or investors apply when exploring fusion opportunities?

Moderated by: Jill Enos, Managing Partner, Titletown Tech

Recent results from NIF showing accelerating increases in gain suggest laser ICF is the most derisked path to commercialisation. A panel of  laser fusion innovators, their investors and suppliers explore this thesis.

• To what extent do the results from LLNL derisk private sector ICF companies?
• There are several feasible paths to the commercialisation of ICF, what are the cost, risk or other benefits of different approaches? 
• Japan’s national strategy commits to supporting laser ICF; what role can Japan and its innovators, partners or suppliers play in ICF’s advance?