Catalyst with Shayle Kann

Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.

Technology
Investing
News Commentary
26
2025 trends: aerosols, oil demand, and carbon ...
Nat Bullard is back at it again, releasing a massive deck on the most important trends in decarbonization.
31 min
27
The climate-ag grab bag
Mike Grunwald breaks down solutions to the food system’s climate problem — including industrial ag’s surprising role.
36 min
28
FOAK tales
Lessons on winning over infrastructure investors from the head of Breakthrough Energy’s first-of-a-kind financing program.
53 min
29
Making DERs work for load growth
Though more expensive, DERs could come online to meet rising load growth faster than large, centralized power plants.
35 min
30
Lithium’s wild ride
Prices shot up then crashed. Now what?
34 min
31
Drew Baglino on Tesla’s Master Plan
The former Tesla executive explains why he’s optimistic about renewables, transmission bottlenecks, and critical minerals.
60 min
32
Scaling low-carbon products with book and claim...
Book and claim systems for power and SAFs offer lessons for other industries like maritime, steel, and cement.
33 min
33
What went wrong at Northvolt?
What Northvolt’s bankruptcy taught us about building gigafactories.
34 min
34
How cyber attacks could threaten the energy tra...
Microsoft’s Bilal Khursheed talks about the increase in frequency and sophistication of cyber attacks across the energy sector.
23 min
35
Explaining the 'Watt-Bit Spread'
A data center developer on why power prices are too low — and the consequences for the data center boom.
38 min
36
Frontier Forum: Why utilities should go big on ...
A conversation with APS and EnergyHub on the role of virtual power plants as load growth rises.
27 min
37
From biowaste to “biogold”
How to make use of biomass—and biowaste—without impacting global food supply
37 min
38
TEA breakdown: green ammonia and synthetic methane
Shayle and his colleagues explore the challenging economics of two tech pathways — and what would have to change to make them work.
37 min
39
Getting heat pumps right
How do we fix the sometimes frustrating customer experience of getting a heat pump?
38 min
40
Fixing the refrigerant problem
We need to prevent leakage and replace high-impact refrigerants with alternatives.
25 min
41
Why climate tech startups get this one thing wrong
A good techno-economic analysis is the overlooked lynchpin of an early stage climate tech company.
48 min
42
The unexplored frontier of methane removal
A new National Academies report explores some uncharted questions around methane removal.
38 min
43
Frontier Forum: An energy-first approach to dat...
Crusoe’s Chase Lochmiller gives his take on the AI-energy nexus.
27 min
44
The complex path to market for low-carbon cement
What will it take to get buyers, developers, contractors, and others on board with decarbonized cement?
35 min
45
Unpacking China’s cheap battery costs
There’s more to China’s manufacturing advantage than subsidies and cheap labor.
42 min
46
Giving tribes a stake in the critical minerals ...
How NewRange Copper Nickel is revamping its approach to tribal engagement – and opening up new critical minerals mining in America.
18 min
47
DAC’s bumpy road to commercial scale
Climeworks’ CFO Andreas Aepli on the challenges of scaling up DAC
38 min
48
Ammonia: the beer of decarbonization
Low-carbon ammonia could help decarbonize shipping, heavy industry, and even thermal power plants.
50 min
49
The state of connected DERs [partner content]
Kraken’s Charlotte Johnson on the hot markets for orchestrated distributed resources – and the constraints holding them back.
19 min
50
Can AI revolutionize materials discovery?
Google DeepMind’s Ekin Dogus Cubuk says AI may be more useful for optimizing existing materials than discovering new ones.
34 min