Opportunities Across the Value Chain

Identify investable opportunities in the fusion eco-system

Understand supply chain bottlenecks and scaling challenges

Parallels with adjacent sectors (e.g. aerospace, semiconductors)

Core Challenges & Solutions:

• Superconducting magnets: high-temperature superconductors
• Fuel cycles & blankets: tritium breeding & handling
• Heat & exhaust
• Maintenance: remote handling and robotics

Market Sizing:

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