Commercial Fusion: From Lab to Grid
The recent announcement by Stellar Fusion Corp of the first net-positive energy pilot plant has sent shockwaves through the energy sector. This isn't just science fiction anymore; it's a rapidly approaching market reality.
2030
Projected Grid Parity
New Investment Forecast
Market Winners and Losers
Traditional oil and gas majors are pivoting fast. Companies like PetroTech (PT) are aggressively acquiring fusion startups to secure their future. Meanwhile, pure-play coal stocks are seeing accelerated divestment.
Investment Strategy
Look for companies providing the "picks and shovels" of the fusion age: superconducting magnets, advanced materials, and AI-driven plasma control systems.