Valley View – October 12, 2026 -- Peak Nano and E&P Technologies have formed a strategic partnership to co-develop high-energy-density capacitors built on Peak Nano's NanoPlex HDC dielectric film, targeting fusion drivers, aerospace and aviation systems with million-shot duty cycles.
E&P selects NanoPlex HDC as the base for a new capacitor class
E&P Technologies chose NanoPlex HDC as the foundation for capacitors designed for fusion drivers, pulsed power systems and demanding aerospace and aviation environments. Peak Nano arranges multiple polymers in nanoscale configurations. Compared with traditional polymer dielectric films, the company says the result is higher energy density, improved thermal stability and enhanced electrical reliability.
E&P contributes automated manufacturing, qualification and productization capabilities. The companies say this combination enables rapid prototyping and validation testing that shortens development from concept to hardware-ready deployment. E&P CEO Caroline Sorrick cited the firm's experience qualifying pulsed power systems for fusion and aerospace customers, including work with Xcimer and Blue Origin.
Fusion supply chain targeted as a trillion-dollar opportunity by 2050
Peak Nano CEO Jim Welsh described fusion as "on track to become a trillion-dollar supply chain opportunity by 2050," with capacitors among the components that will determine how fast the industry scales. He said the partnership brings U.S.-manufactured capacitor films into qualified hardware and cuts time to market.
FY26 appropriations language and federal initiatives back domestic production
The companies point to FY26 appropriations language that explicitly directs continued support for U.S.-based production of nanolayer capacitor film, aimed at reducing reliance on foreign suppliers. Executive Orders 14005 and 14017 stress domestic content requirements and secure supply chains for technologies tied to national and economic security.
Proposed Fusion Manufacturing Parity Act provisions and an expansion of 45X advanced manufacturing tax credits would add further incentives for U.S.-based component production. Andrew Holland, CEO of the Fusion Industry Association, said domestic capacity for components such as capacitors is essential for U.S. fusion leadership.
Grid-enhancing technologies broaden the addressable market
Beyond fusion, the companies cite high-performance capacitors as foundational to grid modernization, including grid-enhancing technologies that let operators raise transmission capacity and reliability on existing infrastructure.
Peak Nano and E&P are also setting up a long-term platform to co-develop future capacitor architectures for fusion, aerospace, aviation, defense and grid customers. The products will be manufactured entirely in the United States.