Agenda

Confirmed participants include senior executives from Kyoto Fusioneering, Faraday Factory Japan, Thea Energy, Japan Fusion Energy Council (J-Fusion), Tokamak Energy, Helixos, Fusion Energy Insights, Helical Fusion, OpenStar Technologies, MEXT, Faraday 1867 Holdings, EX-Fusion, Avalanche Energy, Mitsui…

Simultaneous Japanese-English & English-Japanese interpretation will be provided throughout.

Tuesday, October 15th, 2024: Discussions & Networking

Tuesday, October 15, 2024
8:00 AM
Registration, Coffee & Networking
 
9:00 AM
Welcoming Remarks
 
9:10 AM
Interactive Keynote Presentation

An interactive presentation, hosted by Melanie Windridge, Co-Founder, FusionX to explain Japan’s strategy to develop a world-leading fusion industry.

  • How will the ‘National Strategy for Fusion Energy’ pump-prime private investment in fusion?
  • What concrete policies will support supply chains & core technologies?
  • How can international entities best coordinate with peers in Japan?
9:50 AM
Japan & the Path to Commercialisation

A panel of senior figures from the world’s leading public & private, fusion-focused entities discuss & define the path to commercialisation:

  • How close are the leading technologies to achieving private-sector break-even, & what effect will that have on investment in the sector?
  • How are partnerships between the private & public sector, & between Japanese & international entities, accelerating movement towards commercialisation?
  • How can the use of industrialized fusion tech for non-power applications, de-risk the path to commercial fusion-power generation?
     
10:50 AM
Coffee & Investor Networking
 
11:20 AM
Investor Interview

Interview with a leading investor, experienced in both capital raising in Japan and investing internationally, to explore the mechanics of Japanese outbound investment and its potential in financing fusion.
 

12:10 PM
Fusion in an Investment Portfolio

A panel of leading Japanese & international investors in fusion share their thoughts on fusion as an investment opportunity & how fusion sits with allocations to renewables, alternative energy, deep-tech:

  • Can fusion enhance short- & long-term returns? Does it reduce risk/bring diversification to a portfolio? What’s an ideal weighting towards fusion?
  • How are Japan-based investors – both financial & strategic – addressing the fusion opportunity?
  • What opportunities are emerging for international investors in the Japanese fusion & fusion-supply chain sector?
  • What are expectations & how has fusion performed vs. expectations thus far?
1:00 PM
Networking Lunch
 
2:00 PM
Inside the Funding Rounds

A moderated discussion with one of the world’s leading fusion companies & one of their leading investors, exploring their capital-raising process, from start-up to major, & the origin, nature & benefits of their partnership with Japan.

2:30 PM
Investing Strategically: Partnerships & Joint Ventures

A panel of senior representatives from both the public & private sectors discuss how collaboration can accelerate progress to commercialisation & create investable opportunities across the Japanese fusion value chain:

  • How do partnerships mitigate the challenges of financing long-term, capital-intensive projects such as fusion?
  • What is the optimum role for the Japanese private sector in tech & engineering, in financing, & in the supply chain?
  • Who are the optimal partners for fusion companies: energy majors, construction/engineering companies, public sector entities, other fusion companies?
  • How are partnerships most effectively structured?

 

3:20 PM
Investing in Enabling Tech & Supply Chain

Japan is well positioned to deliver critical components to the global fusion industry. Investing in companies that seek to resolve the engineering or construction challenges of fusion companies, or supply the specialist inputs fusion requires, can both give diverse exposure in fusion plus other markets..

  • What technical challenges/solutions in fusion present opportunities for Japanese & international investors?
  • Do businesses with expertise in e.g. LTS magnets, lasers, or reactor-vessel materials give diverse exposure to both fusion & other markets?
  • What are the prospects for consolidation in fusion, fusion-tech & supply chains? What strategic benefits might consolidation bring
4:10 PM
Coffee & Investor Networking
 
4:30 PM
Investment & Partnership in Fusion Innovation

A series of short presentations from fusion innovators, followed by an interactive discussion, by earlier stage, seed to Series A, companies looking for partnership, suppliers, or funding:

  • Why is it important to investigate innovative approaches to magnetically-confined and laser-confined fusion? 
  • How do the risk profiles of simpler concepts compare with capex-intensive but well-researched public labs approaches, and what are the considerations in weighing these risks?
  • Most fusion efforts eg. aim at utility level deployment or focus on D-T, whole others seek advantages from mass-manufacture and/or aneutronic routes. What are the cost, risk or other benefits of these approaches? 
  • What criteria should potential partners, suppliers or investors apply when researching and funding novel, fusion-derived opportunities?
     
5:30 PM
The Fusion Investment Opportunity

An interactive closing session seeking to understand the scale of the opportunity for fusion to inform whether, under what conditions, and with what expectations the audience would invest in fusion.

6:00 PM
Networking Drinks Reception
 

Wednesday, October 16, 2024: Networking Day

Wednesday, October 16, 2024
9:30 AM
Morning Coffee & Networking
 
10:00 AM
Depart to Naka
 
12:00 PM
Networking Lunch
 
2:00 PM
QST, Naka
 
3:30 PM
Q&A Session
 
4:00 PM
Depart to Tokyo
 
6:00 PM
Networking Drinks