Baroness Gustafsson, Minister for Investment - Department for Business and Trade, & HM Treasury
The value, market potential and investment opportunities in fusion innovations and spin-outs.

An exploration of existing fusion spin-out or other paths to the commercialisation non-power applications for fusion tech and the underlyinginvestment thesis.. What are the business models, expectations, the size of their markets, their likely growth, and how, where and when do they present actionable investment opportunities. 

Two leading international investors explore the investment thesis for fusion spin-outs, their prospects and what makes them attractive to investors relative to other deep-tech opportunities.

A short presentation followed by an interactive discussion exploring fusion-derived isotopes, the market size, scalability and overall investment thesis.

A short presentation followed by an exploration of advanced imaging systems – leveraging neutrons, muons and other particles – and their multi-sectoral applications in industry, medicine and defence.

A panel discussion of the opportunities leveraging fusion’s energy transmission systems: neutral beam injection, radio frequency heating, pulsed power, laser and microwave systems and their applications beyond fusion.

Two short presentations followed by an interactive discussion exploring the market size and structure and the investment opportunity for superconductivity – HTS tape and wires, and HTS magnets – in power infrastructure, quantum computing. diagnostics (MRI) and high-speed rail.

A short presentation followed by an interactive discussion exploring the opportunities and overall investment thesis from leveraging AI for predictive analytics, system optimization, and R&D in segments such as materials, pharma, and energy.

A short presentation followed by an interactive discussion on opportunities in the application of robotics in challenging or remote environments for sectors including power, energy, defence, space.