RENAISSANCE FUSION Paving the way towards simplified, high-field, compact stellarators Victor Prost | Dutch Fusion Day | May 8, 2026 What we'll cover today 01 Renaissance Fusion's unique approach 02 Step 1: we manufacture the enablers 03 Step 2: we industrialize stellarators 04 Stellarators meet the Netherlands 05 What's next: collaboration & investment opportunities We are a stellarator AND a supply chain company - Grenoble (FR) + Pisa (IT) - 60 million EUR raised - Over 110 employees from 27 countries - Over 4,500 m² of facilities - 12 patent families - CEA & other scientific partners The race is on for fusion energy - Fusion is now a strategic priority for major economies (US, EU, UK, China) - Hyperscalers are securing long-term energy access to support AI growth - Capital is rapidly flowing into the sector - Leading players are targeting first demo plants in 2030s. The challenge has shifted from physics to execution at scale. Global hubs highlighted: U.S, China, Japan, Europe, UK. A unique approach Our starting point: Fusion has structural bottlenecks - Manufacturing complexity: Complex 3D coil geometries from past devices (W 7-AS 1988-2002, LHD 1998-, HSX 1999-, TJ-II 1997-, NCSX 2008, W 7-X 2015-). - Supply chain constraints & Scalability: Projected global demand for HTS tape far exceeds global production capacity between 2025 and 2030 (thousands of km 12mm eq). Renaissance Fusion aims to provide additional HTS capacity for fusion magnet demonstrators and superconducting cable pilots. Solving the enablers: we manufacture our enabling technologies in-house - Laser Engraved wide HTS (wide copper foils) - Liquid metal walls - Simplified stellarator Simple by design. Built to scale Chartreuse, Renaissance Fusion's stellarator - Modular & compact design - Laser engraving of HTS* magnets (*High-Temperature Superconductors) - HTS magnets - Liquid metal wall - Plasma Our model: becoming the ASML of fusion - Phase 1: Building foundation technologies, enabling the fusion industry. We are building the supply chain the entire industry depends on (Wide HTS, Liquid metal walls, Simplified stellarator). - Phase 2: Building the most scalable fusion machine. We are on the race to manufacture and sell the most scalable fusion machine (Comparing ITER 500 MWth to Chartreuse P 1 GWe). Step 1: We manufacture the enablers Enabler 1: Bringing HTS to industrial scale HTS Tape Architecture: - Polished Hastelloy Substrate C-276: 100 µm - Al2O3: 80 nm - Y2O3: 7 nm - IBAD - MgO: 10 nm - Epi – MgO: 20 nm - LMO: 30 nm - REBCO (HTS): 2 µm - Ag: 2 µm - OxL Dimensions: - Typical length: 300-600 m | Our goal: 1 km - Typical width: 12 mm | Our goal: 240-920 mm Game changer: We own the manufacturing process to mass produce HTS tapes (Polishing, PVD1, PVD2, MOCVD, Oxygenation). Demonstrating HTS manufacturing at scale - Jan. 2026: PVD Machine commissioning, First depositions. - HTS tape buffer layers (Al2O3 and Y2O3) deposited on 24 cm wide hastelloy. Demonstrating HTS manufacturing at scale - Feb. 2026: Oxygen furnace commissioning; "De + Re" Oxygenation of HTS tapes. - Mar. 2026: MOCVD commissioning; First YBCO depositions. → Full inline process validation to be completed in 2026! Enabler 2: Liquid metal technologies Value proposition progression: 1. Standalone liquid metal hardware 2. Subsystems with integrated control & diagnostics 3. Turnkey liquid metal loops 4. Lithium isotopes (Li-6) Liquid metal consistent milestones delivery - Jul. 2023: Liquid Metal Levitation (First meter-scale EM levitation) - Dec. 2023: In-house MHD Code (3D free-surface validated) - May 2025: ALIP Pump (First large hot liquid metal pump) - Jun. 2025: Freeze Valve (Validated flow stop) - Oct. 2025: 700°C Sn Loop (HTS + levitating liquid metal) - Apr. 2026: Li / LiH Separation (Toward fuel cycle & Li⁶ enrichment, RF patent: WO2023194368A1) Enabler 3: engraved HTS magnets - Custom developed laser machine - Engraved magnet (using wide copper foils for prototyping and wide HTS) Engraved magnets consistent milestones delivery - May 2023: Undulator for synchrotrons - Feb. 2024: Magnet for Magnetic Resonance Imaging (MRI), fidelity 99.996% - Sep. 2024: Custom laser machine - Jun. 2025: HTS winding machine - Nov. 2025: Stellarator magnetic field fidelity 97% - Jan. 2026: Engraved and cut HTS tapes Profitable in 2028 from pre-fusion markets - Wide, engraved HTS applications: Automotive, Electricity, Wind, Medical, Aerospace - Control & enrichment of Liquid Metals applications: SMRs, 3D Metal Printing, Wearable electronics, Soft Robotics, EUV Lithography, Concentrated Solar, Cooling of Data Centers Step 2: We industrialize stellarators The vision: A fusion machine designed for simplicity and cost - Reduced total cost of ownership (SpaceX, not NASA) - Fewer parts, mass-produced ("Lego" of fusion) - Rapid on-site assembly, lower cost-of-money (≈ solar vs. nuclear & other megaprojects) Comparison: ITER (500 MWth), Wendelstein 7-X, Chartreuse Pe (1 GWe) [Ref: V. Prost, F. Volpe, Nucl. Fusion 2024] Demonstrated high field magnets and stellarator engraved coils - 0.6T in liquid metal channel and 3.6 T peak in a 1m bore 20K HTS magnet - Replicated stellarator fields within 96.8% using simplified grooved coils Our liquid metal and HTS magnet integration milestone (end 2025) Outcomes: - Successfully integrated 20K HTS magnets with 700°C Sn experiment - Deflected Sn layers - HTS quench resilient magnets (0.6T in LM channel and 3.6T peak) Accurate and simplified copper engraved stellarator - Optimized laser engravings replicate W7X-like magnetic fields - Experimental machine with plasma discharge (0.65 m bore / size) - Patent pending and scientific publication [Photo credit: MPI für Plasmaphysik, Matthias Otte] The road to our grid-connected power plant 1. Tech development & integration (2027): "Skyfall Stellarator" (Module, 1 m long, 1 m diam.) 2. Integration de-risking: "Chartreuse S" (2 m radius, 5 Tesla field - confinement, plasma-wall interaction) 3. Net heat, Q >> 1: "Chartreuse Ph" (10 Tesla, 10 MW input, 200 MWth output) 4. Net electricity (2035): "Chartreuse Pe" (Same device, upgraded to 20 MW input → 2 GWth) Stellarators meet the Netherlands Where Renaissance Fusion meets the Netherlands - Partners: DEMCON, TU/e, VDL, DIFFER, and more! - Historical link: "Circus stellarator", previous collaboration with Francesco VOLPE We are looking for sites to industrialize fusion - NADI-X / Zuidplas-X - Could it be in the Netherlands? What's next Sealing key industrial & strategic deals - Reactor Design (Princeton Plasma Physics Laboratory) - Fusion Site - HTS Factory - University Partnerships Thank you! Questions? Contacts: - Victor PROST, Head of Stellarator Design - Francesco VOLPE, CTO & Founder - Giorgio MARIANO, Head of Investor Relations Renaissance Fusion | Follow us via QR code