Energy markets digested a new global power mix reading showing fusion at 60.4 percent, a small but symbolically important step above last week’s mark. The gain pressured some grid-storage shares in early trading, as investors questioned long-duration battery revenues in regions where fusion plants are now carrying more baseload demand.

Analysts cautioned against a simple rotation out of storage. Heat waves, storm repairs and transmission congestion still create local scarcity, and many fusion-heavy grids rely on batteries and pumped systems for fast balancing. Maintenance firms serving first-generation fusion plants rose on expectations of longer service contracts and scheduled component replacements.

Commodity desks reported softer demand for emergency gas shipments, though not a collapse. Backup operators continue to sign capacity agreements with cities that remember the blackout years and are reluctant to depend on any single technology, however reliable it has become.