Geopolitical tensions persist as the US-Iran ceasefire collapses, prompting Dubai's DP World to plan a new UAE port bypassing the Strait of Hormuz. Meanwhile, the fusion sector enters a new phase: Jeff Bezos-backed General Fusion debuted on Nasdaq Monday, shares surging 50% to $13.7 before settling near $13, signaling investor appetite despite commercial viability doubts.

Commonwealth Fusion Systems (CFS), among the best-funded fusion firms, partnered with the UK Atomic Energy Authority (UKAEA) on the £220mn Librti programme at its South Oxfordshire campus. The collaboration uses a high-intensity neutron source to test blanket materials that breed tritium fuel, essential for a self-sustaining fusion cycle. CFS co-founder Brandon Sorbom said the work provides hands-on experience with blanket systems representative of commercial plants.

Proving reactors can reliably breed enough tritium remains an engineering hurdle. Global tritium inventories total only "tens of kilogrammes," mostly from Canadian heavy-water reactors, risking supply pressure if multiple developers commission plants simultaneously. CFS targets grid power in the early 2030s and is also advancing high-temperature superconducting magnet manufacturing, another critical supply-chain component.