A presentation followed by an interactive Q&A, exploring one of the key challenges faced by fusion companies and fusion supply chain companies as they advance to commercialisation.

Topics:

• Laser Fusion Company's Path to Fusion and Revenue
• Building The Fusion Industry's Supply Chain - The EnableFusion Platform

A discussion with a co-founder of one of the world’s best-capitalized fusion companies exploring their approach to fusion, path to commercialisation, and capital-raising process.

Investing in companies that seek to resolve the engineering or construction challenges of fusion companies, or use industrialized fusion tech for non-power applications can both give diverse exposure in fusion-related markets and 
a quicker path to profitability.

• How do companies using industrialized fusion tech for non-power applications compare to those solely focused on energy?
• What are the most attractive spin-offs – medical isotopes, HTS magnets, materials, propulsion? 
• How can collateral cash-flows best enhance fusion investments?

Moderated by: Arianna Gleason, Senior Scientist., SLAC / Stanford University

A moderated discussion with a senior executive from one of the world’s leading fusion companies & their investors, exploring their capital-raising process and experience from start-up to major to commercialisation.

A deep dive into partnerships with utilities, discussing fusion’s role in powering future demand & how that underpins the investment case for fusion.

• How can partnerships with utilities mitigate the challenges of financing long-term, capital-intensive projects such as fusion?
• How are partnerships most effectively structured?
• What are the key elements of a successful partnership?

A panel of fusion innovators explore the path to commercialisation, the challenges, and their expectations, across a range of MCF approaches.

• What is the current status of the leading technologies?
• What challenges remain to surpass break-even and to commercialisation?
• How can the challenges be navigated and cash/capital flows sustained?
• What supports revaluation along the path to commercialisation?
   

Investing in companies that seek to resolve the challenges of fusion companies can give diverse exposure to fusion & related markets & a quicker path to revenues. Four short presentations followed by an interactive discussion exploring how innovation, engineering & reliable supply-chains de-risk fusion.

• What challenges are opportunities to mitigate risk or enhance investability?
• What are the opportunities in superconductivity, photonics, software, materials?
• How can AI and supercomputing speed development of fusion approaches?
• What makes a long-term, robust and risk-free supply-chain in fusion? 
• Does investment in ‘picks & shovels’ diversify fusion investment risk?

Moderated by: Chris Good, Managing Partner, Pine Island Capital

Investing in companies that seek to resolve fusion companies’ challenges with heating, fueling, exhaust, tritium recovery & breeding can give diversified exposure to fusion and a shorter path to revenues. Three short presentations followed by an interactive discussion exploring:

• What technical fuel-cycle challenges are opportunities for specialist providers?
• How do these mitigate risk or enhance investability by e.g. facilitating efficient operation, minimizing maintenance, ensuring fuel?
• Does investment in ‘picks & shovels’ diversify fusion investment risk?

​​​​​​Moderated by: Matthew Perks, Co-founder, FusionX Group

Potential off-takers explore the essential role of fusion in powering future demand & how does that underpin the investment case for fusion?

• How will the expansion of AI and data centers drive demand for low carbon energy at scale & how can that efficiently be met?
• How can partnerships mitigate the challenges of financing long-term, capital-intensive projects such as fusion?
• How are partnerships most effectively structured?

​​​​​​Moderated by: Romi Mahajan, CEO, ExoFusion

Venture capital funds set up by companies – energy majors, tech companies, EPC contractors – have been active in fusion investment for several years. 

• Why do they invest & what are their longer-term expectations and intentions?
• What is their role now & as fusion’s capital needs increase in coming years?
• Who can partnerships with CVCs deliver to fusion companies beyond capital?