This article provides a brief overview of nuclear fusion – just the basics – and a snapshot of the funding and development status of the nuclear industry and its supply chain, which has long been viewed as a bottleneck to commercialization. It profiles Focused Energy, a laser confinement fusion company which I believe is best placed to deliver commercial fusion plants, and lists several other promising fusion companies that are racing to that milestone. I conclude with a set of recommendations to help achieve fusion electricity generation on the grid by the end of the 2030s.

The growth of the clean hydrogen market in the next decade is a pivotal component of the global energy transition roadmap. Therefore, a thorough and detailed evaluation of the long-term potential for clean hydrogen use becomes a crucial factor influencing investment decisions related to the energy transition. This extends beyond just the hydrogen sector. This whitepaper offers investors an exhaustive assessment of the opportunities for clean hydrogen across various sectors, including power generation, steel production, and transportation.