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Fusion industry suppliers bet on race for reactors creating a $73bn market

Groups eye windfall as technology’s potential to deliver abundant power attracts investors

Suppliers to the nuclear fusion industry are expanding capacity as they bet a race to build reactors and power plants will create a lucrative market long before the technology delivers on its promise of abundant electricity.

Consultancy Helixos estimates that construction spending on commercial fusion plants will reach $73.1bn per year by 2040, more than three times the $20bn worth of electricity it expects them to generate by then.

Japanese manufacturer Fujikura and engineering group Aecom, based in the US, are among companies wagering that efforts to support the fusion sector will prove profitable years before it sells meaningful amounts of electricity.

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