Investment Across the Value Chain

Map the fusion supply chain ecosystem. Identify investable opportunities beyond reactor developers. Understand supply chain bottlenecks and scaling challenges

Core Challenges & Solutions:

• Superconducting magnets: high-temperature superconductors
• Plasma-facing materials: tungsten, beryllium, advanced composites
• Fuel cycles: tritium breeding & handling
• Maintenance: remote handling and robotics

Market Sizing:

• Total addressable market projections, opportunities and risks
• Competitive landscape, market concentration & bottlenecks