Capital Required for Critical Supply Chains

In JPMorgan's Making Sense program, Michael Johnson, Head of Energy and US Government Security and Resilience Initiatives, discusses the future of global supply chains with Ben Wilson, Co-Head of North America M&A, and Andrew Castaldo, Co-Head of Middle Market M&A. The conversation covers critical mineral supply chains, manufacturing bottlenecks, and the shift from just-in-time to just-in-case inventory. The episode was recorded on March 4, 2026.