
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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Listen by clicking the link below, or tune in via Spotify or Apple Podcasts.
Thanks for listening!
Louie Woodall
Editor



