Fusion Energy: Breakthrough Technology or Premature Investment?
At a recent meeting, a client asked our team, “What do you think about nuclear fusion? Is there an investment opportunity there?” It was a great question, so we decided to take a closer look. For decades, fusion energy has been described as the ultimate energy dream: clean, abundant, reliable power with no carbon emissions and far less long-lived radioactive waste than traditional nuclear fission. The joke, of course, has always been that fusion is “30 years away and always will be.” That joke is starting to feel a little less certain.