Morgan Stanley IM: Fusion

• In this paper, Counterpoint Global examines how nuclear fusion is moving from science fiction to reality, the challenges that remain, and its potential to transform energy generation.
• Scientific progress, advances in enabling technologies, strong policy support and rising energy demands has sparked greater interest in fusion and accelerated commercialization timelines.
• Fusion may offer key advantages over renewables and fossil fuels including reliable baseload power, far higher energy density, minimal waste, and reduced land and location constraints.
• Key challenges remain before commercialization is possible. However, if realized, fusion may help meet increasing global electricity demands, reduce reliance on carbon-intensive energy sources and reshape the global energy sector.

Click on the PDF to read the full report.

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