Editor’s Note 9/30/26: The original version of this episode used inferior audio and was enhanced using editing software in a way that distorted the voices of the guests at times. The audio has since been replaced with an unenhanced version. I apologize to the guests for the error. A video version of this conversation can be viewed at the Earth Finance website.
There's a mad scramble for energy, water, and land taking place across the US – and it's forcing businesses and governments to confront real-world constraints and climate physical risks in new and confounding ways.
In this recording of a panel event at Climate Week NYC 2026, Climate Proof and Earth Finance explore how companies are grappling with the geophysical realities amidst the buildout of energy and AI infrastructure.
But like with all good Climate Week events, the conversation roams wide off topic at times – taking in what one panelist calls the "conspiracy" of climate disclosure and regulations, the importance of a systems-thinking approach to climate risks, and even the nature of risk management itself.
The panelists were:
Joanna Millstein, Senior Scientist at Earth Finance
Ben Caldecott, Director, Oxford Sustainable Finance Group
Ron Stimmel, former CEO, Noria Energy
Lisa Sachs, Director, Columbia Center on Sustainable Investment
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Louie Woodall
Editor
