Michael Sembalist
Chairman of Market and Investment Strategy at JPMorgan Asset and Wealth Management and author of the 'Eye on the Market' energy reports, providing data-driven analysis of global energy trends.
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Mar 20, 2026 • 1h 20min
State of the transition: The biggest fights in energy
Michael Sembalist, chairman of market and investment strategy at JPMorgan and author of the Eye on the Market energy reports, offers a data-driven take on the biggest fights in energy. He breaks down debates on data centers and grid capacity. He discusses oil shock fallout, LNG and emerging markets choices. He also weighs costs and promise of CCUS, green hydrogen, SMRs and industrial electrification.
