
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 electric transformer shortage
The podcast explores the reasons behind the extraordinary lead times in the transformer market, which have persisted and worsened since 2020, unlike other supply chains that recovered post-COVID. Tim Mills, CEO of transformer manufacturer ERMCO, explains that initial COVID-related disruptions were compounded by increas...
Frontier Forum: Diving into the booming transferable tax credit market
More 2024 trends: ESG, carbon certifications, curtailment, and AI
2024 trends: batteries, transferable tax credits, and the cost of capital
What’s really happening in the U.S. EV market?
Solving the cow burp problem
Sourching biomass for carbon removal
2023 climate tech venture investment trends
Fixing the voluntary carbon market
Financing first-of-a-kind climate assets
What do you do with a 100-hour battery?
Update: What the new Treasury rules mean for EV supply chains
EV charging on both sides of the pond
The cost of nuclear
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
The Volts crossover episode
The market for microgrids
The pace of home electrification
How is U.S. industrial policy affecting actual climatetech investment?
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