Making Sense (Market Matters series)

Security and Resiliency in Action: Supercharging the Energy Supply Chain

In the inaugural episode of JPMorgan’s Security and Resiliency in Action series, Dr. Sarah Kapnick and Michael Johnson discuss the escalating demand for energy, the need for diversified and resilient supply chains, and the role of the $1.5 trillion Security and Resiliency Initiative (SRI) in financing next‑generation energy technologies. They highlight the shift from “low‑hanging fruit” projects—such as locating excess grid capacity for data centers—to more complex financing of storage solutions, nuclear, geothermal, and advanced grid management. The conversation underscores how consolidations among energy firms and the development of critical mineral supply chains, like a new U.S. zinc smelter, are essential for a secure, low‑carbon future.