Making Sense Why clean tech companies are critical for energy security
Mar 24, 2026
James Janoskey, a J.P. Morgan natural resources banker focused on clean tech finance, and Dr. Sarah Kapnick, a climate scientist turned climate advisory lead, discuss rising electricity demand from AI data centers, grid modernization and resilience, a nuclear renaissance including SMRs, and innovations in long‑duration, non‑lithium storage. They also tie energy security to geopolitics and supply‑chain risks.
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Transition Momentum Meets Energy Security
- Energy transition momentum has accelerated despite geopolitical shocks and now sits alongside energy security and affordability as core priorities.
- James Janoskey cites record $2.9 trillion invested in 2025 and says investors demand pragmatic, return‑oriented opportunities rather than ideology.
Plan Power Supply And Harden Grids Now
- Governments must plan for meeting near‑term power needs while also hardening grids against physical and cyber risks.
- Sarah Kapnick warns AI demand, extreme weather, and cyber threats require short‑ and long‑term roadmaps for economic security.
Nuclear Is Back As A Diverse Bet
- Nuclear is experiencing a Western renaissance spanning traditional plants, SMRs, and fusion with growing government support.
- James Janoskey notes timelines remain long: Europe needs alternatives now, but many nuclear projects are still ~10 years away.