Catalyst with Shayle Kann cover art

All Episodes

Catalyst with Shayle Kann — 273 episodes

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Title
1

Do data centers actually increase electricity prices? No...and yes

2

What comes after the data center backlash?

3

The rise of metal fuels

4

Can AI revolutionize grid operations?

5

Is now the time for DERs to scale? [re-published]

6

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

7

The electrician shortage slowing the AI boom

8

The commercial battery comeback

9

The multi-billion dollar promise of vehicle-to-grid integration

10

When will quantum computing have its breakout moment?

11

Inside the AI power wars

12

Inside the most sophisticated plan for solar geoengineering

13

How data centers are complicating transmission expansion

14

Enter the electric supercycle

15

How China is reshaping the global auto market

16

Surprising trends in global electricity generation

17

Building inference data centers on the high seas

18

A blueprint for scalable fusion power

19

Inside the global fertilizer crunch

20

Cracking the code on autonomous trucking

21

How AI is modernizing EPCs

22

Inside Google’s massive AI capex (live)

23

How Base Power plans to use its fresh $1B [re-published]

24

The rise of flexible data centers

25

Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]

26

Building a domestic nuclear fuel supply chain

27

Battery booms and the rise of flexibility [partner content]

28

The state and future of nuclear waste

29

Scaling America's domestic solar supply chain

30

AI scaling pathways: on grid, on edge, off grid, off planet

31

Frontier Forum: How VPPs earn grid-scale trust [partner content]

32

Digging deep for super hot geothermal

33

Volts crossover: Six big energy questions

34

The rise of grid power electronics with Drew Baglino

35

PJM and ERCOT navigate a capacity rollercoaster

36

The path to market for new nuclear reactors

37

The rise of permissionless DERs

38

More 2026 trends: Solar costs, oil oversupply, and the startup slump

39

A ‘rain delay’ for the energy transition [partner content]

40

2026 trends: Gas turbines, Texas’ load queue and China electrifies

41

The VC case for 'full stack deeptech'

42

How AI is changing weather forecasting

43

The gas turbine crunch

44

Will inference move to the edge?

45

Can AI revolutionize EPC?

46

Who benefits from the AI power bottleneck?

47

Looking for a turnaround in transmission

48

New Mexico proves America can still build [partner content]

49

Driving down the cost of green hydrogen

50

Inside a $300 million bet on AI for physical R&D

51

Unpacking DOE's proposal to transform data center interconnection

52

Five big questions about the future of energy

53

Frontier Forum: The new power map for AI infrastructure

54

Calibrating hype with Akshat Rathi

55

How insurance can narrow the valley of death [partner content]

56

How Base Power plans to use its fresh $1B

57

Frontier Forum: A new playbook for clean energy growth

58

The new wave of DERs

59

Ag residue and carbon removal

60

Is now the time for DERs to scale?

61

When to colocate data centers with generation

62

AMA: Geoengineering, nuclear, power prices, and more

63

The mechanics of data center flexibility

64

The Green Blueprint: Terrawatt Infrastructure’s billion-dollar strategy

65

The case for sodium-ion

66

Explaining the ‘Watt-Bit Spread’

67

PJM and the capacity crunch

68

Repurposing EV batteries for grid storage

69

Five big questions emerging from the OBBB

70

Tumult in residential solar

71

Fresh intel from state utility regulatory filings

72

GM's big new battery tech push

73

The story of steam

74

The state of play of data center development

75

The gas turbine crunch

76

How geothermal gets built

77

What to make of Trump's deep-sea minerals push

78

A former race car engineer on battery safety and supply chains [partner content]

79

Terrawatt Infrastructure’s billion-dollar strategy

80

The U.S. nuclear groundswell

81

Frontier Forum: Unlocking next-generation VPPs

82

Catalyst Live at SF Climate Week

83

The geopolitics of rare earth elements

84

What’s next for the battery storage boom? [partner content]

85

Serving data center load with carbon capture

86

How climate disasters are shaping insurance markets

87

Frontier Forum: Future-proofing data center power infrastructure

88

Specialized AI brains for physical industry

89

The potential for flexible data centers

90

Frontier Forum: How tax credit transfers are reshaping energy finance

91

The coming robotics wave

92

An ode to electrochemistry

93

How AI is solving real utility challenges [partner content]

94

A skeptic’s take on AI electricity load growth

95

Cultivated meat’s “trough of disillusionment”

96

The promise and perils of sodium-ion batteries

97

The case for colocating data centers and generation

98

More 2025 trends: DeepSeek, plug-in hybrids, and curtailment

99

Are utilities ready to fully harness demand flexibility? [partner content]

100

2025 trends: aerosols, oil demand, and carbon removal

101

The climate-ag grab bag

102

FOAK tales

103

Making DERs work for load growth

104

Lithium’s wild ride

105

Drew Baglino on Tesla’s Master Plan

106

Scaling low-carbon products with book and claim systems

107

What went wrong at Northvolt?

108

How cyber attacks could threaten the energy transition [partner content]

109

Explaining the 'Watt-Bit Spread'

110

Frontier Forum: Why utilities should go big on VPPs

111

From biowaste to “biogold”

112

TEA breakdown: green ammonia and synthetic methane

113

Getting heat pumps right

114

Fixing the refrigerant problem

115

Why climate tech startups get this one thing wrong

116

The unexplored frontier of methane removal

117

Frontier Forum: An energy-first approach to data centers

118

The complex path to market for low-carbon cement

119

Unpacking China’s cheap battery costs

120

Giving tribes a stake in the critical minerals boom [partner content]

121

DAC’s bumpy road to commercial scale

122

Ammonia: the beer of decarbonization

123

The state of connected DERs [partner content]

124

Can AI revolutionize materials discovery?

125

The better mousetrap fallacy

126

The rise of climate adaptation tech

127

Why are we still flaring gas?

128

Hunting for geologic hydrogen

129

The cost of nuclear

130

Frontier Forum: Is America’s green bank ready?

131

Understanding the transmission bottleneck

132

Pathways to decarbonizing steel

133

The EV market’s awkward teenage years

134

Can chip efficiency slow AI's energy demand?

135

The reshoring of American solar trackers [partner content]

136

Decarbonizing the high seas

137

Going deep on next-gen geothermal

138

Demystifying the Chinese EV market

139

Under the hood of data center power demand

140

Drew Baglino on Tesla’s Master Plan

141

Heavy duty decarbonization

142

With Great Power: Why dynamic rates are gaining momentum

143

Could VPPs save rooftop solar?

144

Understanding SAF buyers

145

The news quiz episode!

146

CO2 utilization

147

Building a supply chain for rare earth elements

148

How an obscure, 100-year old law is disrupting U.S. energy

149

The Big Switch: Are Batteries the New Oil?

150

The world of battery recycling

151

The electricity gauntlet has arrived

152

Digging into the SEC climate disclosure rules

153

Climate tech’s tough year in the public markets

154

The early days of AI on the grid

155

The challenges of building a carbon removal portfolio

156

The electric transformer shortage

157

Frontier Forum: Diving into the booming transferable tax credit market

158

More 2024 trends: ESG, carbon certifications, curtailment, and AI

159

2024 trends: batteries, transferable tax credits, and the cost of capital

160

What’s really happening in the U.S. EV market?

161

Solving the cow burp problem

162

Sourcing biomass for carbon removal

163

2023 climate tech venture investment trends

164

Fixing the messy voluntary carbon market

165

Financing first-of-a-kind climate assets

166

What do you do with a 100-hour battery?

167

Update: What the new Treasury rules mean for EV supply chains

168

EV charging on both sides of the pond

169

The cost of nuclear

170

Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more

171

The Volts crossover episode

172

The market for microgrids

173

The pace of home electrification

174

How is U.S. industrial policy affecting actual climatetech investment?

175

What electric forklifts teach us about creative policy [partner content]

176

Climate tech startups need strong techno-economic analysis (TEA)

177

Reviving the stagnant plant based meat market

178

Fixing interconnection

179

Stopping geoengineering, by accident

180

The food-energy nexus

181

Can the V2X dream become reality?

182

Seeking the holy grail of batteries (Rerun)

183

Navigating the electricity gauntlet

184

Beaming 24/7 solar… from space

185

With Great Power: What other industries can teach utilities about innovation

186

Mining the deep sea

187

The good and bad of carbon capture

188

The early days of transoceanic hydrogen transport

189

The fungus among us

190

Building out a U.S. solar supply chain

191

AI for climate: a real world test

192

The carbon market’s quality problem

193

Keeping copper from limiting the energy transition

194

Four ways to store sunlight

195

Unpacking EPA’s newly proposed power emissions rule

196

The great Bitcoin energy debate

197

Understanding the transmission bottleneck

198

The Carbon Copy: A rogue geoengineering startup sparks worry

199

How to build more hydropower

200

What the new Treasury rules mean for EV supply chains

201

SVB, the banking crisis and climatetech

202

Betting big on renewable natural gas

203

The greenhouse gas you don’t know about

204

The Carbon Copy: The great electrician shortage

205

A theory of change for climate investing [partner content]

206

More 2023 trends: EVs, onshoring, and the three ages of decarbonization

207

2023 trends: biomass, ESG, batteries and more

208

Strong opinions on SMRs

209

What hydrogen leakage means for the climate

210

Mailbag episode! Biotech, layoffs, battery recycling and more

211

The journey to monetizing DERs

212

This episode is trash

213

Introducing: With Great Power, a show about the people building the future grid

214

Natural gas whiplash

215

Ammonia: the beer of decarbonization

216

Why methane matters

217

Advance market commitments to decarbonize heavy industry

218

The trends shaping the energy transition [partner content]

219

Solving the conundrum of industrial heat

220

Unpopular solar opinions, 2022 edition

221

Fixing cement’s carbon problem

222

Unleashing the magic of heat pumps

223

Getting more energy on the wires

224

Climatetech for developing economies

225

How the US climate bill will finance the energy transition [partner content]

226

What’s holding up hydrogen in Europe?

227

What climatetech can learn from the oceans

228

How well does soil actually store carbon?

229

Is the Inflation Reduction Act a win for EVs and batteries?

230

Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?

231

Averting water wars as we decarbonize

232

Could geothermal become a major zero-emissions player?

233

The dirt on soil carbon credits

234

Booking your first zero-emissions flight

235

Will charging infrastructure be a bottleneck for electric vehicles?

236

What the Inflation Reduction Act of 2022 would mean for climatetech

237

Watt It Takes: TeraWatt Infrastructure CEO Neha Palmer

238

Seeking the holy grail of batteries

239

Crossing the valley of death

240

The Carbon Copy: Get ready for the battery recycling boom

241

How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?

242

Which tech is overhyped, underhyped and just right?

243

Making sense of solar engineering

244

Introducing Climavores: a new show about food and climate

245

From biowaste to “biogold”

246

Climate tech’s surprising bottleneck – land access

247

Tapping the goldmine of consumer energy data

248

How will the downturn affect climate tech?

249

Shayle’s “ask me anything” episode

250

Growing the Carbon Dioxide Removal (CDR) market

251

Hydrogen, meet salt cavern

252

The great rush for battery metals

253

Alternative protein: it’s what’s for dinner

254

Carbon capture and storage is making a comeback

255

Can Europe quit Russian fossil fuel by next winter?

256

Will this carbon market boom be different?

257

When will batteries take over the world?

258

What the grid can learn from the internet

259

Unlocking hyper-efficient cooling

260

Will advanced reactors solve nuclear's problems?

261

A critical tool for scaling climate tech: insurance

262

The Carbon Copy: The lithium land grab in California

263

The future of the home solar market

264

The many pathways to decarbonizing chemicals

265

Microbes, meat and materials: biotech meets climatetech

266

Inside the Energy Department's loan deal to back hydrogen

267

Is nuclear fusion getting close?

268

Quantum computing could be a critical climate solution

269

The future of natural gas

270

A bumpy ride toward decarbonizing aviation

271

Kickstarting a $1 trillion market for carbon removal

272

Can 'deeptech' venture capital solve climate change?

273

Introducing: Catalyst w/ Shayle Kann