Name
Supply-Chain: Mitigating Risk & Creating Opportunity
Date & Time
Thursday, February 13, 2025, 2:00 PM - 2:50 PM
Tim Dodwell Sergey Samoilenkov Wolfgang Walter
Description

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