Investing in companies that seek to resolve engineering or construction challenges of fusion companies; supply the specialist inputs fusion requires, can both give diverse exposure in fusion plus other markets and a quicker path to profitability.

• What technical challenges in fusion present investment opportunities?
• Do these businesses with expertise in e.g. LTS magnets, reactor-vessel materials give diverse exposure to both fusion and other markets?
• How do companies seeking to use industrialized fusion tech for non-power applications eg. medical, compare to those with a sole focus on fusion energy?
• What is needed to identify promising technologies at universities and spin them into enabling tech companies for fusion?
• To what extent does this mitigate fusion investment risk by securing cash-flows and by scaling longer-term supply-chains and capabilities.
• What are the prospects for consolidation in fusion, fusion-tech and supply chains? What strategic benefits might consolidation bring?