• The company aims to deliver a 100-megawatt fusion reactor in 2026, with an earlier 5-MW pre-production system currently in development.
• Initial deployments are expected to focus on behind-the-meter power generation for data centers and industrial facilities.
• Management intends to sell electricity under long-term contracts priced around $0.0625 per kilowatt-hour, competitive with some renewable power sources.
• The company’s plan targets 1 gigawatt of delivered capacity by 2028, followed by rapid expansion if early deployments prove successful.
• Management is preparing a Form 10 registration and potential uplisting, initially to the OTCQB and eventually to a major exchange.

Fusion energy has long been discussed as a potential source of reliable, carbon-free electricity. For decades, however, the technology has remained largely confined to research laboratories and government programs. Now a growing number of private companies are attempting to shorten that timeline. Among them is Renewal Fuels (OTC: RNWF) (d/b/a American Fusion(TM)), an advanced energy platform company focused on the development and commercialization of fusion energy technologies through its subsidiary Kepler Fusion Technologies.

During a recent interview on The Stock2Me Podcast, Kepler’s chief executive Brent Nelson outlined how the company intends to move from development to commercial deployment of its Texatron(TM) fusion system, providing insight into a strategy aimed at bringing fusion power into industrial and infrastructure markets (https://ibn.fm/M6M8r).

Nelson said the company is pursuing what many observers consider an aggressive timeline. “The idea here is that we’re going to be putting electrons either behind the meter or in front of the meter by the end of this year,” he said during the interview.

According to Nelson, the company is currently developing nine different Texatron(TM) models and is now constructing two of their reactor designs: a 5-megawatt system to showcase the technology and a 100-megawatt unit to test commercially. The 100-MW design forms the basis of the company’s commercialization plan. The modular approach allows the firm to build generation capacity in standardized units that can be scaled over time.

In practical terms, Nelson explained, ten 100-MW reactors would equal one gigawatt of generation capacity, providing a framework that investors and infrastructure planners can easily model.

Rather than initially connecting reactors to large power grids, the company plans to deploy units behind the meter, meaning directly at the customer’s facility. That strategy reflects the regulatory complexity associated with connecting new power plants to public electricity networks. “Going behind the meter, it’s really a piece of cake, especially here in Texas,” Nelson said.

Potential customers include data centers, industrial parks and other large electricity consumers. Such facilities often require reliable, round-the-clock power and may benefit from on-site generation.

The company expects grid-connected deployments, sometimes described as “in front of the meter,” to take longer because they require interconnection approvals and regulatory review.

Kepler’s commercial model is structured around power-as-a-service contracts, a structure increasingly common in energy infrastructure projects. Under this approach, the company would build and operate fusion reactors while customers purchase electricity under long-term agreements.

Nelson said pricing in Texas could be around 6.25 cents per kilowatt-hour, which he indicated would allow a 100-MW reactor to generate roughly $54 million in annual revenue if operating at expected output levels. He suggested operating margins could exceed 80% once units are running, though the economics will ultimately depend on construction costs, utilization and operational performance.

If the initial units are deployed successfully, the company plans to expand production rapidly. Nelson said the firm’s internal projections target 1 gigawatt of delivered power capacity by 2028, followed by accelerated expansion in later years.

The scalability of the design is central to that plan. Smaller reactor modules, he said, could be manufactured and transported relatively easily. “A 10-megawatt reactor can fit in the back of a pickup truck,” Nelson said, emphasizing the compact nature of the proposed systems. Such modular designs could allow installations to plug into existing energy infrastructure similar to solar or wind generation sites.

Alongside hardware development, the company is building an intellectual-property portfolio around its Texatron technology. Nelson said the firm is pursuing priority patent filings and a trade-secret program covering key aspects of the reactor design and operating systems.

Patent applications are currently moving through the standard examination process, which can take several years. However, priority filings may be reviewed sooner. Management expects the intellectual-property portfolio to expand significantly as the technology matures. “We’re looking at, probably, at least 260 to 300 patents by the end of this year,” Nelson said.

Demand for electricity in the United States is projected to rise as data centers, electrification and artificial-intelligence infrastructure expand power consumption. Nelson suggested overall U.S. electricity demand could grow roughly 30% over the next several years, creating opportunities for new generation technologies.

The company is also exploring potential partnerships with government agencies and defense organizations. Nelson mentioned discussions with entities including NASA and the Department of War regarding possible future applications. Such engagements typically involve competitive proposal processes and can take years to result in contracts.

From a financial perspective, the company is preparing for a transition to more formal reporting status. Last week, management filed a Form 10 registration statement with the U.S. Securities and Exchange Commission, which would move the company toward full SEC reporting. Nelson said the company also plans to raise approximately $50 million in capital as part of its early commercialization phase.

An uplisting to the OTCQB market is expected to be the first step, followed by a potential move to a larger exchange such as NASDAQ or the planned Texas Stock Exchange.

For more information, visit the company’s website at www.AmericanFusionEnergy.com.

NOTE TO INVESTORS: The latest news and updates relating to RNWF are available in the company’s newsroom at https://ibn.fm/RNWF

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