This session provides a foundational understanding of fusion energy, outlines fusion-related technologies relevant to defence, and explores the investment theses they present ahead of grid-scale power generation.

• Core Fusion Principles: the fundamentals of fusion and the rapid advance of private fusion and related technologies, and strategic implications, including China’s fusion capabilities and ambitions
• Investment Theses: how spin-outs, including potential near-term defence revenue, combine with long-term fusion energy upside
• Defence Applications: dual-use for high-energy systems, sensing, advanced materials, resilient electronics in counter-UAS, DEW, hypersonics, underwater systems, nuclear, and resilient space platforms
• From Innovation to Capability: How defence users/primes identify tech, assess operational problems they solve, integrate into systems and architectures, including the interplay of emerging technologies and evolving threats. How best to connect technologies to investment, application and routes to capability.

Moderated by Richard Pearson, Co-founder & CEO - StandardX