General Fusion Group (GFUZ) Investor presentation summary

Market opportunity and industry context

• Global electricity demand is projected to double by 2050, driven by AI, data centers, electrification, and population growth.

• Fusion energy is positioned as a scalable, clean, and reliable baseload power source with minimal environmental impact.

• The fusion energy market could exceed $1 trillion annually by 2050, outpacing wind, solar, and battery markets.

• Regulatory momentum is strong, with major commitments from the US, UK, Germany, and the EU to accelerate fusion commercialization.

• Fusion offers advantages over traditional sources: zero carbon emissions, no long-term radioactive waste, and abundant fuel.

Technology and engineering approach

• Magnetized Target Fusion (MTF) leverages moderate plasma density and confinement time, avoiding costly superconducting magnets and lasers.

• The process uses a liquid metal cavity to compress plasma, enabling efficient energy capture and tritium breeding.

• MTF technology is designed to integrate with existing powerplant infrastructure, allowing retrofits of retired coal plants.

• The LM26 demonstration machine has achieved key milestones, including stable plasma compression and significant neutron yield.

• The approach addresses critical barriers: material degradation, fuel sourcing, energy capture, and cost.

Commercialization pathway and business model

• The LM26 program targets demonstration of all Lawson criterion parameters by 2028, paving the way for commercial systems in the early 2030s.

• The business model is asset-light and technology-centric, focusing on high-margin OEM sales and recurring service revenues.

• Strategic partnerships with global energy leaders, automakers, and research institutions support commercialization.

• Over $543 million in funding has been raised from institutional investors, governments, and industry partners.

• The company is the first publicly listed fusion energy firm, broadening investor access.