Security and Resiliency in Action: Supercharging the energy supply chain

Security and Resiliency in Action: Supercharging the energy supply chain

From Making Sense by J.P. Morgan

April 10, 2026 · 14 min · Episode 373

About this episode

The episode discusses the importance of energy resiliency and diversification in the context of national security with experts in the field.

As data centers and electrification increase power demand, energy resiliency and a diversified energy mix are becoming even more crucial to national security. In this conversation, Dr. Sarah Kapnick, global head of Climate Advisory, and Michael Johnson, Security and Resiliency Initiative lead for Energy and the U.S. Government , discuss the need for new sources of energy, challenges across the supply chain and industry dealmaking trends. This episode was recorded on February 6, 2026. This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. © 2026 JPMorgan Chase & Company. All rights reserved.

People in this episode

Guests: Dr. Sarah Kapnick, Michael Johnson

Topics covered

  • energy supply chain
  • national security
  • energy resiliency
  • climate advisory
  • dealmaking trends

Keywords

  • energy supply chain
  • resiliency
  • national security
  • climate advisory
  • dealmaking trends

Mentioned in this episode

Organizations: JPMorgan Chase & Co.

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