Shift Key with Robinson Meyer and Jesse Jenkins What J.P. Morgan’s Chief Climate Advisor Is Telling Energy Startups
17 snips
Sep 17, 2025 Dr. Sarah Kapnick, Global Head of Climate Advisory at J.P. Morgan and former chief scientist at NOAA, shares her insights on the evolving energy landscape. She discusses how global politics, driven by renewable resources, affect decarbonization efforts. The conversation dives into the importance of blending adaptation and mitigation strategies in climate policy. They explore North America's shift from fossil fuels to renewables and compare U.S. and China's paths in clean technology, highlighting the need for stable investments to foster innovation.
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AI As An Accelerator Of Energy Geopolitics
- AI is accelerating a pre-existing shift that makes energy growth and reliable power central to national security.
- That acceleration forces faster decisions and reshapes alliances and industrial blocks globally.
Supply Chains Became National Security After COVID
- COVID exposed supply-chain fragilities and pushed countries to reassess sovereignty across many sectors beyond medicine.
- Energy, food, and water are now core national-security priorities driving investment and innovation.
Use Client Questions To Guide Research
- Track client questions and write targeted analysis that addresses recurring concerns in finance and national security.
- Use those reports to brief C-suites and shape firm strategy and client conversations.
