Conference attendees will have the opportunity to add market trend stickers to what they deem is the biggest challenge they are facing on a chart in the main hallway. This real-time snapshot of fusion energy market issues will spark early conversations ahead of the conference.

• Accelerate fusion deployment to meet unprecedented energy demand from AI infrastructure, electrification, and industrial decarbonization through always-on, carbon-free generation 
• Demonstrate fusion's unique value proposition as firm capacity that outpaces intermittent renewables for 24/7 industrial and data center requirements 
• Capture market share in high-growth sectors by positioning fusion as the scalable solution to focus on for carbon-free baseload alongside decarbonization mandates 

• Accelerate time-to-market by establishing clear technical and regulatory milestones between pilot facilities and commercial plants 
• De-risk scale-up from pilots to commercial plants through phased validation strategies that build investor and customer confidence in performance, safety, and economics 
• Optimize development spend by identifying critical path activities that directly enable licensing, financing, and customer commitment milestones for deployment 

• Lock in revenue certainty for FOAK plants by crafting PPAs and offtake partnerships tailored to fusion's unique risk profile

• Drive buyer commitment from hyperscalers, utilities, industrial users and future customers seeking firm carbon-free power through targeted commercial engagement

• Strengthen project bankability by structuring long-term contractual partnerships that provide cash flow visibility essential for debt financing

Nelli Babayan, AI Director, US Federal, Microsoft

Kieran Furlong, CEO, Realta Fusion 

• Accelerate commercial deployment by prioritizing technical achievements that unlock licensing, financing, and customer confidence

• Establish industry-wide standards for component qualification and performance validation that streamline regulatory approval processes

• Optimize resource allocation by focusing on must-demonstrate capabilities that directly address investor and customer decision criteria

Chris Mowry, CEO, Type One Energy 

• Accelerate fusion commercialization by adapting lessons from aviation, nuclear fission, and semiconductor manufacturing scale-ups

• Avoid costly mistakes by learning from both successes and failures in other capital-intensive technology deployments and ecosystem development

• Optimize regulatory pathways by applying licensing strategies proven effective in fission, aerospace, and chemical process industries

TBA, Inertia 

• Translate scientific milestones into reliable, manufacturable reactor designs through systematic engineering validation and component testing

• De-risk technology readiness by establishing qualification programs that prove commercial viability under real-world operating conditions

• Accelerate deployment by developing integrated plant systems that balance performance, maintainability, and manufacturability requirements

Brian Matthews, CEO, AMPERA

As fusion moves toward commercial reality, the strength and scalability of its supply chain will be critical to success. This session explores how developers, manufacturers, and the wider ecosystem are working to translate cutting-edge designs into deliverable components at scale. Through a candid and forward-looking discussion, participants will examine where capabilities exist today, where gaps remain, and what it will take to build a robust, investable supply base for fusion.

• Unlock project finance by creating waterfall equity and debt structures that account for technology, construction, and performance risks  
• Optimize capital efficiency through risk-sharing structures that align developers, investors, customers, and governments around project success  
• Reduce investor risk perception by achieving clear technical milestones that validate technology and enable transition to lower-cost capital sources 

• Accelerate FOAK deployment by establishing replicable financial frameworks that reduce costs and complexity for subsequent plants 
• Drive down capital costs for fleet deployment by proving financing structures in FOAK projects that become standardized for commercial rollout 
• Transform financing approaches by creating innovative structures tailored to fusion's unique combination of technology and market risks 

• Capitalize on record fusion investment levels and transform growing market enthusiasm into committed funding by delivering transparent technical and commercial roadmaps with credible timelines

• Capture strategic investment from utilities and energy buyers seeking equity stakes in firm clean power solutions

• Strengthen fundraising position by showcasing customer traction, regulatory engagement, and manufacturing partnerships that de-risk execution

Alexandra Vidyuk, CEO and General Partner, Beyond Earth Ventures

Shohei Yamada, CEO, SBI Holdings

Matt Kittell, Director, Sustainable Finance, Societe Generale 

TBA, Amazon

• Enable early supply chain investment by developing financial structures that distribute manufacturing scale-up risk across stakeholders

• Reduce supplier hesitation through advance purchase agreements, cost-sharing, and loan guarantee programs that justify capital outlays

• Accelerate manufacturing readiness by creating consortium models that pool demand across multiple developers to de-risk supplier investments

Bob Mumgaard, CEO, Commonwealth Fusion Systems

• Accelerate deployment timelines by establishing supply chains and production facilities capable of multi-unit fabrication and series delivery

• Reduce unit costs through manufacturing strategies that balance FOAK flexibility with series production efficiency and standardization

• Optimize capital investment by identifying opportunities for shared infrastructure and collaborative supply chain development across developers, including workforce

Moderator: Raymond Monk, Strategic Adviser, Fusion 4 Energy 

Targeted introductions and deeper engagement? You asked, we delivered. This VIP-only roundtable brings together a carefully selected group of senior fusion stakeholders, designed to go beyond traditional networking. Through curated matchmaking and facilitated discussion, participants will connect with peers and counterparties aligned to their strategic priorities, creating space for meaningful dialogue, relationship-building, and potential collaborations.

• Tackle the material bottlenecks limiting fusion progress, as current systems struggle to withstand the extreme heat, stress and particle flux inside a fusion environment 
• Assess the emerging class of high-performance materials, like tungsten, advanced steels, ceramic composites and alloys, to enable higher plasma densities and more resilient reactor components 
• Gain insight into the latest investment and cross industry‑ collaboration driving the next wave of materials research needed to sustain fusion systems at commercial scale 

• Identify the real opportunities for suppliers as fusion scales into a high‑growth market, and secure early wins amid uncertainty and limited procurement visibility 
• Track the sharp rise in supplier spend and what it signals for capacity, qualification, and capability gaps, to capitalize on sustained double‑digit growth 
• Learn how transparent supplier–buyer partnerships can reduce uncertainty, unlock funding, and build the trust required to scale a commercially viable fusion supply chain 

TBA, Focused Energy

• Evaluate how diversifying vendors, regional capabilities, and material pathways can reduce single‑track dependence and strengthen fusion supply‑chain resilience 
• Examine the push to build domestic capabilities across the fusion value chain to bolster resilience, productivity, and strategic autonomy 
• Consider how different pathways for industry evolution, from integrated developers to niche component leaders, could influence capital flows, partnerships, and long‑term market dynamics 

Networking Activity

• Examine how governments and regulators are moving toward fusion‑specific rulebooks, to provide fusion leaders with clearer, more predictable pathways to build and license projects

• Assess the push for more harmonized national approaches and reduced regulatory fragmentation, to prevent delays across global fusion projects and supply chains

• Explore why regulatory clarity and consistency are core enablers of investment, and what practical regulatory steps are required to match the pace of commercial fusion development

Jerry McNerney, California State Senator 

• Evaluate the policy programs and levers that are actively unlocking investor confidence across the fusion sector, from co‑funding mechanisms to targeted industry incentives

• Examine how public–private partnerships and government investment in FOAK risk support are key pathways to reshaping supply chains, project realization and early commercial advantage

•Understand how fusion developers, utilities, and emerging buyers must show commercial readiness, credible demand, and investable partnerships to attract long‑term capital and market expansion

Thomas Gleeson, Chairman, Public Utility Commission of Texas

• Streamline fragmented regulatory processes into a consistent, scalable system that lowers development costs and strengthens investor confidence

• Define clear regulatory standards for components, materials, qualification, and data‑sharing needed to build supply‑chain confidence and support scalable fusion industrialization

• Deep‑dive into the frameworks required for long‑term market growth, and understand how aligned incentives, and predictable oversight can accelerate commercial fusion readiness

Sehila M Gonzalez, Global Director of Fusion Energy, Clean Air Task Force

Chris Stearns, State Representative, House Speaker Pro Tem, WA State House of Representatives, 47th Legislative District

The race to deliver fusion is also a race for talent. As demand for highly specialised skills grows worldwide, organizations must compete, collaborate, and innovate to build the workforce required. This workshop explores global talent dynamics, mobility, and how different regions are positioning themselves to attract and develop the next generation of fusion expertise. You will leave with actionable insights into how you can strengthen your talent strategies and contribute to a broader, future-ready workforce.

• Assess long-term fuel availability and cost curves to understand realistic production pathways and avoid fuel supply bottlenecks as fusion deployment scales

• Explore emerging technologies in tritium breeding, fuel recovery, alternative fuel sourcing, and closed‑loop recycling to deliver predictable, safe and scalable supply

• Navigate regulatory, safety, and geopolitical considerations across licensing and cross-border cooperation to shape a resilient global fuel ecosystem

• Assess long‑term fuel availability, production pathways, and cost curves for DT and alternative fuels, ensuring developers, regulators and investors can plan for reliable, scalable supply across architectures 
• Explore the technologies and infrastructure needed for secure DT deployment at scale - from breeding and recovery to inventory management and recycling - with a realistic view of future advanced fuel cycles 
• Navigate the regulatory, safety and geopolitical factors shaping cross‑border fuel movement, licensing, material accountability and a resilient global fuel ecosystem 

• Accelerate fuel-cycle commercial readiness by deploying integrated fuel handling, processing, storage, and recycling infrastructure

• Eliminate deployment bottlenecks through coordinated technical, regulatory, and supply chain risk planning

• Optimize operational performance by implementing proven containment, monitoring, and waste minimization systems

Muhammad Mahad, Manager Strategy & Business Development - New Technologies & Innovation, Ontario Power Generation

End of Conference