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Document 36 From: Wright, Chris Sent: Wed, 23 Jul 2025 17:00:19 +0000 To: Jimmy Goodrich (LTV); Kratsios, Michael J. EOP/OSTP Cc: DARIO GIL; Paul Dabbar; Budil, Kimberly Susan; Kearns, Paul K.; Mason, Thomas Edward; Wagner, John Charles; (b) (6) Subject: Re: Beijing sets up $2.1 billion national fusion energy company Thx for sharing, Jimmy. Yes, further reason for us to significantly ramp up our fusion efforts. We need to make this happen. Best, Chris From: Jimmy Goodrich (LTV) <(b) (6) > Sent: Wednesday, July 23, 2025 12:36 AM To: Wright, Chris <(b)(6) - Secretary Wright>; Kratsios, Michael J. EOP/OSTP <(b) (6) > Cc: DARIO GIL <dgil@us.ibm.com>; Paul Dabbar <(b) (6) >; Budil, Kimberly Susan <budill@llnl.gov>; Kearns, Paul K.<pkearns@anl.gov>; Mason, Thomas Edward <masont@lanl.gov>; Wagner, John Charles <john.wagner@inl.gov>; (b) (6) <(b) (6) > Subject: [EXTERNAL] RE: Beijing sets up $2.1 billion national fusion energy company With a slight correction below - $2.1 billion as the total confirmed figure - still the worlds largest capitalized fusion energy company. From: Jimmy Goodrich (LTV) Sent: Tuesday, July 22, 2025 8:49 PM To: (b)(6) - Secretary Wright; Kratsios, Michael J. EOP/OSTP <(b) (6) > Cc: 'DARIO GIL' <dgil@us.ibm.com>; 'Paul Dabbar' <(b) (6) >; Budil, Kim <budill@llnl.gov>; Kearns, Paul K.<pkearns@anl.gov>; Mason, Thomas Edward <masont@lanl.gov>; John C.Wagner<john.wagner@inl.gov>; (b) (6) Subject: Beijing sets up $2.1 billion national fusion energy company Dear Secretary Wright, Director Kratsios, I wanted to share with you my analysis of late breaking news that the Chinese Government has set up a new $2.1 billion USD National Fusion Energy Company that will significantly amp up Beijing's intense focus on beating the U.S. to first on the grid at-scale fusion energy deployment. This development combined with Beijing's new multibillion dollar laser ignition facility that will dwarf NIF, and a new pulsed power machine that will dwarf the Z-Machine, means Beijing is deadly serious about fusion energy and nuclear weapons testing, and is going all in in their own Manhattan-like national fusion project. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027145 Happy to chat if you have any additional questions. Cheers, Jimmy Goodrich RAND (b) (6) (b) (4) Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027146 (b) (4) See more I wrote on this here: https://ucigcc.orq/bloq/fusion-and-chinas-quest-forenergy- independence/ Jimmy Goodrich Senior Advisor for Technology Analysis Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027147 (b) (6) M: (b) (6) Schedule a meeting: (b) (6) This email message is for the sole use of the intended recipient(s) and may contain information that is sensitive, proprietary, and/or privileged. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. ******************************************************************** This message does not originate from a known Department of Energy email system. Use caution if this message contain s attachments, links or requests for information. ******************************************************************** Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027148