The Dawn of Unlimited Clean Energy
2025 ended with a historic milestone: the first commercial pilot plant achieving sustained net energy gain. Now, in early 2026, the ripple effects are being felt across the energy sector.
Utility Sector Transformation
Major utility holding companies are aggressively acquiring fusion startups. The race is on to retrofit existing grid infrastructure to handle baseload fusion power. This capital-intensive phase is suppressing short-term earnings but promises massive long-term margin expansion.
Investment Focus
Look for utilities with strong balance sheets capable of financing the next generation of power plants without excessive dilution.
Oil & Gas: The Pivot to Hydrogen
Facing the fusion threat, traditional energy giants are doubling down on Green Hydrogen, utilizing their existing pipeline infrastructure for distribution.