

Catalyst with Shayle Kann
A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.
Episodes


How Base Power plans to use its fresh $1B

Frontier Forum: A new playbook for clean energy growth

The new wave of DERs

Ag residue and carbon removal

Is now the time for DERs to scale?

When to colocate data centers with generation
In this episode of Catalyst, Shayle Kann interviews Brian Janous about the trend of co-locating power generation with data centers. They discuss the power requirements of data centers, the traditional grid connection paradigm, and the arguments for and against on-site power generation, including speed to power and matc...

AMA: Geoengineering, nuclear, power prices, and more

The mechanics of data center flexibility
In this episode of Catalyst, Shayle Kann interviews Varun Sivaram, CEO of Emerald AI, about data center flexibility and its implications for the electricity grid. They discuss the current state of AI data center electricity consumption, highlighting its unpredictable and energy-dense nature, and how grid operators plan...

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

The case for sodium-ion

Explaining the ‘Watt-Bit Spread’

PJM and the capacity crunch
In this episode of Catalyst, Shayle Kann interviews Steve Piper from S&P Global about the PJM capacity auction, a critical event for the Mid-Atlantic electricity market. They discuss the auction's mechanics, its role in signaling the need for reliable capacity, and the recent surge in capacity prices. The conversation ...

Repurposing EV batteries for grid storage

Five big questions emerging from the OBBB

Tumult in residential solar

Hot intel from state utility regulatory filings

GM's big new battery tech push

The story of steam

The state of play of data center development
In this episode of Catalyst, Shayle Kann interviews Chris Sharp, CTO of Digital Realty, about the current state and future of data centers, particularly in the United States. They discuss the geographic distribution of data centers, the impact of AI workloads (training vs. inference) on data center demand, and the chal...
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