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Latitude Media · Science

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

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

15 Oct 2025
26m
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How Base Power plans to use its fresh $1B

09 Oct 2025
39m
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Frontier Forum: A new playbook for clean energy growth

06 Oct 2025
31m
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The new wave of DERs

02 Oct 2025
39m
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Ag residue and carbon removal

25 Sep 2025
35m
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Is now the time for DERs to scale?

18 Sep 2025
41m
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When to colocate data centers with generation

12 Sep 2025
36m
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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...

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AMA: Geoengineering, nuclear, power prices, and more

04 Sep 2025
42m
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The mechanics of data center flexibility

28 Aug 2025
36m
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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...

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

21 Aug 2025
35m
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The case for sodium-ion

14 Aug 2025
45m
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Explaining the ‘Watt-Bit Spread’

07 Aug 2025
42m
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PJM and the capacity crunch

31 Jul 2025
33m
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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 ...

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Repurposing EV batteries for grid storage

24 Jul 2025
29m
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Five big questions emerging from the OBBB

17 Jul 2025
46m
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Tumult in residential solar

10 Jul 2025
36m
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Hot intel from state utility regulatory filings

03 Jul 2025
38m
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GM's big new battery tech push

26 Jun 2025
38m
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The story of steam

19 Jun 2025
33m
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The state of play of data center development

12 Jun 2025
39m
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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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