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.
1
The gas turbine crunch
Demand for fossil gas turbines is up but supply is tight, driving multi-year delays in lead times.
35 min
2
How geothermal gets built
28 min
3
What to make of Trump's deep-sea minerals push
The Trump administration is trying to fast-track deep-sea mining with a new executive order. A mining company CEO explains what it actually means for the industry.
32 min
4
A former race car engineer on battery safety an...
26 min
5
Terrawatt Infrastructure’s billion-dollar strategy
Neha Palmer lays out Terrawatt Infrastructure’s strategy to build a national charging network.
34 min
6
The U.S. nuclear groundswell
35 min
7
Frontier Forum: Unlocking next-generation VPPs
26 min
8
Catalyst Live at SF Climate Week
Shayle covers a grab bag of topics with Mike Schroepfer, co-founder and partner at Gigascale Capital and former CTO of Meta, and Nick Chaset, CEO of Octopus Energy US.
42 min
9
The geopolitics of rare earth elements
Trump’s trade war with China is heating up, and rare earth elements are at the center of it. Can Western companies build an ex-China supply chain?
29 min
10
What’s next for the battery storage boom? [part...
20 min
11
Serving data center load with carbon capture
Julio Friedmann says natural gas plus CCS would help hyperscalers build data centers rapidly — while still meeting climate targets.
34 min
12
How climate disasters are shaping insurance mar...
From catastrophe models to reinsurance markets, an economist weighs in on climate change insurance.
30 min
13
Frontier Forum: Future-proofing data center pow...
Xendee co-founders explain why on-site generation and microgrids are critical to bridging the growing power gap for AI infrastructure.
28 min
14
Specialized AI brains for physical industry
Will specialized AI tools beat out general purpose models? A climate tech VC sees a need for engineering, logistics, and other physical industries.
34 min
15
The potential for flexible data centers
How flexibility in new data centers could enable the U.S. grid to connect up to 98 GW of new industrial load — and speed up interconnection, too.
28 min
16
Frontier Forum: How tax credit transfers are re...
Market experts explain why utilities, manufacturers, and banks are rushing into a rapidly maturing market.
34 min
17
The coming robotics wave
41 min
18
An ode to electrochemistry
A six-time co-founder and MIT professor explains the applications of electrochemistry across climate tech.
33 min
19
How AI is solving real utility challenges [part...
Microsoft's Laurent Boinot on breaking through industry resistance to deploy practical AI solutions.
17 min
20
A skeptic’s take on AI electricity load growth
Jonathan Koomey once debunked exaggerated projections about data center power demands. Now he’s skeptical about AI load growth predictions.
51 min
21
Cultivated meat’s “trough of disillusionment”
The industry fell short of the hype. What’s holding it back?
39 min
22
The promise and perils of sodium-ion batteries
What breakthroughs does sodium-ion need to become competitive?
42 min
23
The case for colocating data centers and genera...
How siting renewables and storage behind-the-meter at data centers can enable larger projects and faster connection to power.
42 min
24
More 2025 trends: DeepSeek, plug-in hybrids, an...
Part two of our conversation with Nat Bullard about his 200-slide presentation on the most important trends in decarbonization.
45 min
25
Are utilities ready to fully harness demand fle...
Despite proven success, demand flexibility remains underutilized in utility planning. GridX's Scott Engstrom explains why that needs to change.
30 min