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: John Myer, Senior Counsel, Husch Blackwell