Why clean tech companies are critical for energy security

About this episode

The episode discusses the critical role of clean tech companies in energy security and their impact on the global energy landscape.

In this episode of Making Sense, Chuka Umunna sits down with Dr. Sarah Kapnick, global head of Climate Advisory, and James Janoskey, global co‑head of Natural Resources Investment Banking, to unpack how clean technologies are reshaping the global energy landscape. They explore surging electricity demand from AI data centers, the modernization of aging grids, the nuclear renaissance and the rise of long‑duration storage beyond lithium. The conversation also explores the intersection of energy security and geopolitics — how has the ongoing situation in the Middle East amplified concerns around grid resilience? This episode was recorded on March 16, 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. ©…

People in this episode

Host: Chuka Umunna

Guests: Dr. Sarah Kapnick, James Janoskey

Topics covered

• clean technology
• energy security
• geopolitics
• electricity demand
• nuclear energy
• long-duration storage

Keywords

• clean tech
• energy security
• AI data centers
• grid resilience
• nuclear renaissance
• long-duration storage
• geopolitics

Mentioned in this episode

Organizations: JPMorgan Chase & Co.

Places: Middle East

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