

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


The promise and perils of sodium-ion batteries

The case for colocating data centers and generation
This Catalyst podcast episode interviews Sheldon Kimber, CEO of Intersect Power, about the burgeoning market for co-locating renewable energy generation (solar, wind, storage, and some gas) with data centers. The discussion covers the current state of the US solar and storage markets, challenges like tariffs and PPA p...

More 2025 trends: DeepSeek, plug-in hybrids, and curtailment

Are utilities ready to fully harness demand flexibility? [partner content]

2025 trends: aerosols, oil demand, and carbon removal

The climate-ag grab bag

FOAK tales

Making DERs work for load growth

Lithium’s wild ride

Drew Baglino on Tesla’s Master Plan

Scaling low-carbon products with book and claim systems

Lessons from Northvolt’s collapse

How cyber attacks could threaten the energy transition [partner content]

Explaining the 'Watt-Bit Spread'
In this episode of the Catalyst podcast, the focus is on the soaring demand for electricity driven by the AI and data center industries. The hosts explore the concept of the "Watt-Bit Spread," which highlights the gap between the high prices companies are willing to pay for power to support AI operations and the relati...

Frontier Forum: Why utilities should go big on VPPs
In this podcast, the conversation centers around Arizona Public Service's (APS) impressive rollout of a 190-megawatt virtual power plant (VPP) that integrates smart thermostats, demand response programs, and batteries. Initially viewed with skepticism, the VPP demonstrated its reliability during intense heat waves, ear...

From biowaste to “biogold”

TEA breakdown: green ammonia and synthetic methane

Getting heat pumps right

Fixing the refrigerant problem
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