For decades, fusion power was "always 20 years away." In 2026, it's finally here. The first commercial pilot plant has come online, feeding net-positive energy into the grid. This milestone marks the beginning of the end for energy scarcity.
The Utility Transformation
Utilities are scrambling to secure partnerships with fusion startups. The promise of clean, baseload power that doesn't rely on the weather (like wind and solar) is the holy grail. We are seeing a divergence in utility stocks: those adapting to this new reality and those clinging to aging fossil fuel and fission assets.
Industrial Renaissance
Cheap, abundant energy is a deflationary force for the entire global economy. Energy-intensive industries like aluminum smelting, desalination, and indoor farming are poised for a renaissance. Investors should look for companies where energy costs are a major line item; their margins are about to expand significantly.