

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 unexplored frontier of methane removal

Frontier Forum: An energy-first approach to data centers
AI’s rapid expansion necessitates a fundamental shift toward energy-first data center infrastructure to manage unprecedented power demands. Current projections likely underestimate the electricity required as generative AI models scale and integrate into daily workflows. To mitigate environmental impact, developers are...

The complex path to market for low-carbon cement

Unpacking China’s cheap battery costs
This podcast episode explores the intricacies of battery pricing and manufacturing, with a particular emphasis on the Chinese market. It reveals that low prices are driven by a mix of overcapacity, declining demand, and strategic stockpiling. While these prices are beneficial right now, the episode warns they may not l...

Giving tribes a stake in the critical minerals boom [partner content]

DAC’s bumpy road to commercial scale

Ammonia: the beer of decarbonization

The state of connected DERs [partner content]

Can AI revolutionize materials discovery?

The better mousetrap fallacy

The rise of climate adaptation tech

Making sense of gas flaring

Hunting for geologic hydrogen

The cost of nuclear
This podcast episode delves into the complexities and evolving landscape of nuclear power, highlighting the significant cost disparities between countries, the historical context of reactor construction, and the promising innovations in modular nuclear technologies. Lovering explores the pressing need for standardizati...

Frontier Forum: Is America’s green bank ready?

Understanding the transmission bottleneck

Pathways to decarbonizing steel
The EV market’s awkward teenage years
Can chip efficiency slow AI's energy demand?
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