Proxima Fusion is partnering with Fujikura to localize HTS tape production in Germany, addressing the supply chain risks of yttrium and gadolinium amid Chinese export controls.
Constellation is named only as the power marketer behind Helion's 2023 agreement with Microsoft to deliver at least 50 megawatts by 2028. It is a passing contextual mention in a feature about fusion supply chains, with no new figures, contracts or guidance specific to Constellation, so no near-term price effect is likely.
Germany's Proxima Fusion is securing its supply chain for high-temperature superconducting (HTS) tape, a critical component for its fusion reactors. The company signed agreements with Japan's Fujikura to study a €140 million production facility in Lower Saxony, aiming to produce 5,000 kilometers of tape annually by 2030 to mitigate reliance on Chinese rare earth exports.
Only indirectly: Constellation is mentioned as power marketer for Helion's fusion power purchase agreement with Microsoft, but the article contains no new financial or contractual detail for Constellation itself.