Catalyst with Shayle Kann

PJM and ERCOT navigate a capacity rollercoaster

The path to market for new nuclear reactors

The rise of permissionless DERs

"Permissionless" or "plug-in" distributed energy resources (DERs) represent a shift toward affordable, easily deployable energy solutions that bypass traditional, complex interconnection requirements. By utilizing standard 120-volt or 240-volt outlets, these small-scale battery and solar systems eliminate significant s...

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

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

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

Global energy and decarbonization trends reveal a stark divergence in electrification, with China’s share of final energy from electricity rising from 3% to 30% since 1970, while the United States remains stagnant at approximately 22%. Electricity expenditure as a percentage of global GDP remains remarkably range-bound...

The VC case for 'full stack deeptech'

How AI is changing weather forecasting

The gas turbine crunch

The gas turbine market is currently experiencing a historic period of high demand and tight supply, driven by rapid load growth from data centers, artificial intelligence expansion, and coal plant retirements. Tony Brough, president of DORA Partners, highlights that the supply chain—spanning raw materials like nickel a...

Will inference move to the edge?

Shayle Kann interviews Dr. Ben Lee about the future of AI compute, specifically focusing on the distribution between cloud-based, edge, and on-device inference. The discussion covers the energy implications of shifting inference workloads from centralized data centers to edge computing or directly onto devices like pho...

Can AI revolutionize EPC?

In this episode of Catalyst, Shayle Kann interviews Alex Modon, CEO and co-founder of Unlimited Industries, about the inefficiencies and outdated practices within the Engineering, Procurement, and Construction (EPC) industry. Alex argues that misaligned incentives, particularly in cost-plus contracts, lead to projects ...

Who benefits from the AI power bottleneck?

Power scarcity serves as a convenient, often self-serving narrative for various stakeholders in the AI and energy sectors. Hyperscalers, such as Microsoft and Amazon, benefit from emphasizing power constraints to incentivize infrastructure development while maintaining optionality in procurement. Meanwhile, hardware OE...

Looking for a turnaround in transmission

New Mexico proves America can still build [partner content]

Driving down the cost of green hydrogen

Inside a $300m bet on AI for materials discovery

Unpacking DOE's proposal to transform data center interconnection

Five big questions about the future of energy

Frontier Forum: The new power map for AI infrastructure

Calibrating hype with Akshat Rathi