Investing in Enabling Technologies, Spin-Offs & Supply Chain
Date & Time
Wednesday, February 21, 2024, 2:50 PM - 3:50 PM
Romi Mahajan Koichi Masuda Sidney McLaurin Greg Piefer Jeffrey S. Merrifield Charles Boakye

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?