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The advanced, digitally-enabled "electrotech" technologies driving the clean energy transition — batteries, power electronics, semiconductors, and their software layers — are also foundational to AI infrastructure, mobility, and defense, making them a growing focus of industrial policy at home and abroad. Yet many of these technologies are overwhelmingly sourced from China, whose government also poses some of the most serious cyber threats to Western critical infrastructure. This panel will explore how allied electrotech industrial policy is taking shape, where capital is likely to follow, and what the investment landscape looks like as trusted-supplier frameworks reshape clean energy markets.

This panel will take place during the networking lunch in the Landmark Hub room. Seating is first come first serve.