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.
In this episode of Catalyst, Shayle Kann interviews Tony Brough, president of DORA Partners, about the gas turbine market. They discuss the history of boom and bust cycles in the industry, the impact of deregulation and events like Enron on market dynamics, and the current state of demand driven by factors like data ce...
This episode explores the potential of new nuclear energy in the U.S., focusing on the factors driving its resurgence and the challenges that remain. Against the backdrop of a "groundswell" of interest fueled by political support, load growth, and corporate off-taker demand, the discussion highlights the differences be...
In this Frontier Forum podcast, Stephen Lacey interviews Adib Nasle and Michael Stadler, co-founders of Zendi, about using microgrids to future-proof data center power infrastructure. They discuss the flexibility of microgrids in combining technologies like gas-fueled prime power, CHP systems, lithium-ion batteries, an...
This Catalyst podcast episode interviews Jon Koomey, an expert on data center energy consumption, to discuss the impact of AI on electricity demand. The interview begins with a historical overview of data center energy use, highlighting periods of rapid growth followed by efficiency improvements. Koomey challenges th...
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