Notes

Oil's geopolitical centrality is not the price of carbon — it is a security architecture built on chokepoints, rents, and dollar plumbing. Fusion does not abolish that architecture; it relocates it from geography to industrial capacity.

D–D is harder than D–T on cross-section. It removes the tritium-supply problem entirely. The trade is one we can write on a single page.

Stage-gating is not a milestone schedule. It is a pre-declared no-go signal at every gate, with the capital tranche structured to terminate the program with clarity if the signal fires.

The forty-foot ISO container is not a marketing constraint. It is the geometric envelope every subsystem decision is sized against, including the direct-conversion package.

Most fusion programs treat electrical recovery as a downstream balance-of-plant problem. In a containerized D–D machine, electromagnetic direct conversion has to be a first-class architectural element from the bore inward.

Pulsed-power architectures match step-load behavior. Datacenters are the largest constant electrical load on the modern grid. The fit is mechanical, not aspirational.