Energy Alliances 2026: The Allied Tech Stack

​AI, nuclear, space, and the supply chains beneath them are no longer separate industries. They are one stack, and no country builds it alone.

​Energy Alliances 2026 convenes governments, industry, capital, and frontier startups from across the allied world for an afternoon on the industrial architecture underwriting the next era of competitiveness.

​This year’s room will include speakers such as:

• ​Oliver Wright, DLA Piper

• ​Tom Daley, DLA Piper

• ​Lior Prosor, Deep33

• ​Mike Reagan, Impossible Metals

• ​Mark Frayman, Orion Resource Partners

• ​Jonathan Geifman, Helios

• ​Charles Boakye, CFA, Jefferies

• ​Oded Gour-Lavie, nT-Tao

• ​Faris Fakhry, Lowercarbon Capital

• ​Ahmed Alkelani, Aalo Atomics

• ​Michael Wong, GE Vernova

• ​Mark Stone, City Labs

• ​Mike Grace, Longshot Space

• ​Mike Mealling, Starbridge Venture Capital

• ​Ronit Eshel, Israel Innovation Authority

​In its inaugural edition, Energy Alliances brought together policymakers, fusion pioneers, defense leaders, and capital allocators to map the energy stack. This year we broaden the lens to the full AI-industrial stack and the coalitions that will deliver it.

​Why this year

​In August, the White House Office of Science and Technology Policy released the National Security Science and Technology Strategy. It names nuclear energy, covering both fission and fusion, as an enabling technology for battlefield advantage. It treats critical minerals concentration as a first-order vulnerability. It claims the space domain from very low-Earth orbit through cislunar. And it calls allied capability a force multiplier while tightening research security, investment screening, and export controls around it.

​Our agenda was set months before that document existed. It maps onto it almost line for line. This is the afternoon to work through what that means for what you build, fund, and sell.

​Agenda

• ​2:00 PM — Lunch & networking

• ​2:30 PM — Keynote: The New Geometry of Power. How the convergence of minerals, nuclear, AI, and space is creating a new allied industrial architecture.

• ​2:50 PM — Panel 1: Securing the Foundation. Critical minerals and the allied response to a supply chain concentrated in adversarial hands.

• ​3:30 PM — Startup Pitch

• ​3:35 PM — Panel 2: The Dual-Use Bridge. Directed energy and nuclear, from defense to civilian power.

• ​4:15 PM — Startup Pitch

• ​4:20 PM — Coffee break

• ​4:35 PM — Panel 3: The Space Sandbox. What powers the space economy, and the allied frameworks underwriting it.

• ​5:15 PM — Startup Pitch

• ​5:20 PM — Closing remarks

• ​5:30 PM — Cocktail reception & fireside chat

• ​7:00 PM — Close

​Who should be in the room

​Founders and operators building in nuclear, space, minerals, directed energy, and AI infrastructure. Investors and capital allocators underwriting them. Government and policy professionals shaping the frameworks. Primes, utilities, and industrials with a stake in the supply chain underneath all of it.

​The reception

​The last ninety minutes are the point. A cocktail reception and fireside chat, designed for the conversations that lead somewhere rather than the ones that end at the badge.

​Attendance is by approval. Tell us what you build, fund, or secure, and we will get back to you.