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.

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