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Catalyst with Shayle Kann
Catalyst with Shayle Kann
Latitude Media

Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence... more

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Episodes

Building a supply chain for rare earth elements

Rare earth elements (REEs) are essential ingredients in electric vehicles, wind turbines, and many electronics. As with most critical minerals,... more

25 Apr 2024 · 39 minutes
How an obscure, 100-year old law is disrupting U.S. energy

A little-known U.S. law called the Jones Act shapes climate tech in weird ways — like hindering offshore wind deployment... more

18 Apr 2024 · 40 minutes
The Big Switch: Are Batteries the New Oil?

This week we’re bringing you a deep dive into battery supply chains — the season premier of The Big Switch,... more

11 Apr 2024 · 46 minutes
The world of battery recycling

The lithium-ion battery business is taking off, and the battery recycling business is close behind. Financiers are pouring over a billion... more

04 Apr 2024 · 36 minutes
The electricity gauntlet has arrived

The electricity gauntlet we covered last year has been having a moment in the national spotlight, with coverage of rising... more

28 Mar 2024 · 47 minutes
Digging into the SEC climate disclosure rules

The U.S. Securities and Exchange Commission approved new rules this month on what information companies must disclose about their greenhouse... more

21 Mar 2024 · 32 minutes
Climate tech’s tough year in the public markets

Two major indicators of climate tech stocks – the S&P Clean Energy Index and the MAC Global Solar Index –... more

14 Mar 2024 · 40 minutes
The early days of AI on the grid

The first wave of digital grid infrastructure in the U.S. didn’t quite deliver on its promises. More than 100 million... more

08 Mar 2024 · 37 minutes
The challenges of building a carbon removal portfolio

The carbon removal market could reach $400 billion to $1.6 trillion by 2050, according to McKinsey. But it’s got a... more

29 Feb 2024 · 43 minutes
The electric transformer shortage

The list of things that depend on transformers is long: new housing, EV chargers, renewable projects, and more. That’s why... more

22 Feb 2024 · 34 minutes
Frontier Forum: Diving into the booming transferable tax credit market

It's been a year and a half since the Inflation Reduction Act was passed. In that time, we've seen $110... more

20 Feb 2024 · 27 minutes
More 2024 trends: ESG, carbon certifications, curtailment, and AI

There was so much to talk about in Nat Bullard’s 200-page slide deck on 2024’s biggest decarbonization trends that we... more

15 Feb 2024 · 42 minutes
2024 trends: batteries, transferable tax credits, and the cost of capital

We’re back for round two, with even more slides than last year. This year’s annual slide deck from Nat Bullard... more

08 Feb 2024 · 51 minutes
What’s really happening in the U.S. EV market?

A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet... more

01 Feb 2024 · 36 minutes
Solving the cow burp problem

Agriculture in the U.S. produces more methane than the American oil and gas industry, and the biggest share of that... more

26 Jan 2024 · 42 minutes
Sourcing biomass for carbon removal

Plants capture hundreds of gigatons of carbon every year in timber, crops, and other forms of biomass. Much of that... more

19 Jan 2024 · 48 minutes
2023 climate tech venture investment trends

Venture and early-stage investment in climate tech in 2023 was down 30% from 2022, according to market intelligence firm Sightline... more

11 Jan 2024 · 43 minutes
Fixing the messy voluntary carbon market

The voluntary carbon market is a mess. Oil majors, big tech, and many other industries purchase voluntary credits hoping to... more

04 Jan 2024 · 48 minutes
Financing first-of-a-kind climate assets

There’s a hole in the finance world. Fighting climate change means scaling up lots of new technologies, but financing those... more

21 Dec 2023 · 46 minutes
What do you do with a 100-hour battery?

It’s time to get specific. In the power industry “long-duration energy storage” could mean anything from 4 to 10 to... more

14 Dec 2023 · 49 minutes
Update: What the new Treasury rules mean for EV supply chains

The U.S. Treasury proposed guidance last Friday that would significantly restrict what battery parts and materials can qualify for incentives... more

07 Dec 2023 · 46 minutes
EV charging on both sides of the pond

For those of us in the U.S., Europe's strong electric vehicle market might offer a glimpse into the future of... more

30 Nov 2023 · 38 minutes
The cost of nuclear

Nuclear construction costs in the U.S. are some of the highest in the world. Recent estimates put it at more... more

16 Nov 2023 · 47 minutes
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more

It’s about that time again. You sent in great questions for Shayle, and in this episode we’re tackling them with... more

09 Nov 2023 · 55 minutes
The Volts crossover episode

Some technologies grab the spotlight even beyond #energytwitter, and some fly under the radar. Which ones are getting more attention... more

03 Nov 2023 · 1 hour, 9 minutes
The market for microgrids

We want your climatetech questions for Shayle’s Ask Me Anything episode! Email questions to us at catalyst@latitudemedia.com. You can also... more

26 Oct 2023 · 45 minutes
The pace of home electrification

Heat pumps in 140 million U.S. homes by 2050 — that’s the goal laid out in Rewiring America’s recent report... more

19 Oct 2023 · 37 minutes
How is U.S. industrial policy affecting actual climatetech investment?

In climatetech circles, the Inflation Reduction Act (IRA) was a big deal. The expectation was that, combined with other parts... more

12 Oct 2023 · 52 minutes
What electric forklifts teach us about creative policy [partner content]

This is a partner podcast episode, brought to you by DNV. Wes Whited and Angie Ziech-Malek work for DNV designing efficiency,... more

11 Oct 2023 · 14 minutes
Climate tech startups need strong techno-economic analysis (TEA)

We have a flash sale for Transition-AI: New York through October 9th. Use the code FLASH30 to get 30% off your ticket... more

05 Oct 2023 · 49 minutes
Reviving the stagnant plant based meat market

It was 2020 and plant-based meats were hot. Sales were up 45% that year and expectations were high. The industry... more

28 Sep 2023 · 40 minutes
Fixing interconnection

Everything's bigger in Texas—the hats, the boots, the convenience stores. But its interconnection times? They’re surprisingly short. In the U.S. it... more

21 Sep 2023 · 44 minutes
Stopping geoengineering, by accident

Solar geoengineering is a hot (er, cool?) topic these days. One method involves injecting a form of sulfur into the... more

14 Sep 2023 · 47 minutes
The food-energy nexus

Last time we talked to Dr. Michael Webber, we dug into the nexus between water and energy. This episode we’re... more

08 Sep 2023 · 39 minutes
Can the V2X dream become reality?

Here’s the dream: Millions of EVs plugged into their charging docks, working in concert to relieve stress on the world’s... more

31 Aug 2023 · 38 minutes
Seeking the holy grail of batteries (Rerun)

If there were a holy grail of electric vehicle batteries, it would be low-weight, long-range, and fast-charging. It would last... more

24 Aug 2023 · 56 minutes
Navigating the electricity gauntlet

Electrification should be a field day for utilities. As we electrify the economy, adding gigafactories, charging stations, and green hydrogen... more

17 Aug 2023 · 51 minutes
Beaming 24/7 solar… from space

It’s the highest-intensity solar power you can get. It’s available 24/7. And you can send it anywhere on earth. All you... more

10 Aug 2023 · 48 minutes
With Great Power: What other industries can teach utilities about innovation

This week we’re bringing you a special crossover episode from With Great Power. It’s a show about one of the... more

04 Aug 2023 · 28 minutes
Mining the deep sea

The good news: The Clarion-Clipperton Zone (CCZ) contains more nickel and cobalt than the rest of the world’s land-based reserves... more

27 Jul 2023 · 50 minutes
The good and bad of carbon capture

Carbon capture and storage. It’s a controversial tool in the energy transition that we don’t want to use, but probably... more

20 Jul 2023 · 43 minutes
The early days of transoceanic hydrogen transport

Before hydrogen makes it big, we have to overcome a massive, ocean-sized challenge: Transporting the fuel between continents.  The places that... more

13 Jul 2023 · 44 minutes
The fungus among us

More than a third of the world’s current greenhouse gas emissions from fossil fuels go through underground networks of fungi,... more

29 Jun 2023 · 35 minutes
Building out a U.S. solar supply chain

Everything, everywhere, all at once—that’s the state of the U.S. solar industry right now. Suppliers are rushing to take advantage of... more

22 Jun 2023 · 45 minutes
AI for climate: a real world test

The list of potential uses for AI in climatetech is growing fast: developing better materials, optimizing solar farms, integrating renewables... more

15 Jun 2023 · 1 hour, 20 minutes
The carbon market’s quality problem

Voluntary carbon credits are a lot like used cars; you really have no idea what their quality might be. Or... more

08 Jun 2023 · 49 minutes
Keeping copper from limiting the energy transition

The energy transition is fueling skyrocketing demand for copper, an essential metal for renewables, batteries, and other climatetech. But supply isn’t... more

01 Jun 2023 · 50 minutes
Four ways to store sunlight

Are you a utility or climatetech startup looking to understand how artificial intelligence will shape your company? Come to our... more

25 May 2023 · 58 minutes
Unpacking EPA’s newly proposed power emissions rule

Are you a utility or climate tech startup looking to understand how artificial intelligence will shape your company? Come to... more

18 May 2023 · 55 minutes
The great Bitcoin energy debate

Depending on who you talk to, Bitcoin mines are either great for the grid or the worst thing that’s ever... more

11 May 2023 · 49 minutes
Understanding the transmission bottleneck

The U.S. power grid is clogged, and it’s holding back the energy transition.  Solar and wind farms are waiting four or... more

04 May 2023 · 42 minutes
The Carbon Copy: A rogue geoengineering startup sparks worry

We’re bringing you a special crossover episode this week from Catalyst’s sister podcast, The Carbon Copy. It’s about a rogue... more

27 Apr 2023 · 27 minutes
How to build more hydropower

Hydropower is the world’s largest source of renewable electricity today, according to the IEA. Like gas peaker plants, it’s highly... more

20 Apr 2023 · 54 minutes
What the new Treasury rules mean for EV supply chains

The battery manufacturing announcements have been coming one after another—a VW cathode facility in Canada; a Tesla factory in Mexico; a... more

06 Apr 2023 · 34 minutes
SVB, the banking crisis and climatetech

The run on Silicon Valley Bank (SVB) earlier this month was a hair-raising experience for anyone in climatetech. The bank... more

30 Mar 2023 · 40 minutes
Betting big on renewable natural gas

Landfills, dairy farms and wastewater plants all emit methane, the potent greenhouse gas produced when organic material decomposes in the... more

23 Mar 2023 · 45 minutes
The greenhouse gas you don’t know about

Nitrous oxide or N2O is the third largest source of GHG emissions behind carbon dioxide and methane. Also known as... more

16 Mar 2023 · 47 minutes
The Carbon Copy: The great electrician shortage

Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event... more

09 Mar 2023 · 32 minutes
A theory of change for climate investing [partner content]

Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic... more

08 Mar 2023 · 23 minutes
More 2023 trends: EVs, onshoring, and the three ages of decarbonization

Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event... more

02 Mar 2023 · 49 minutes
2023 trends: biomass, ESG, batteries and more

It’s the first year of what we hope is an annual event: Nat Bullard has released his first climate trends... more

23 Feb 2023 · 42 minutes
Strong opinions on SMRs

Recent announcements in the world of nuclear power might make you think that new nuclear technologies are close to deployment... more

16 Feb 2023 · 47 minutes
What hydrogen leakage means for the climate

Recent research has raised questions about the global-warming impact of uncombusted hydrogen. When it leaks from storage, pipes and other... more

09 Feb 2023 · 44 minutes
Mailbag episode! Biotech, layoffs, battery recycling and more

It’s that time of year when we reach into our listener mailbag and answer your questions. And you had some... more

02 Feb 2023 · 48 minutes
The journey to monetizing DERs

Here’s the dream: millions of controllable devices—from EV chargers to thermostats, fridges, and batteries—working together to inject power back into... more

26 Jan 2023 · 46 minutes
This episode is trash

In the U.S. alone, food waste is responsible for the equivalent emissions from 42 coal power plants. Globally it accounts... more

19 Jan 2023 · 35 minutes
Introducing: With Great Power, a show about the people building the future grid

In this bonus episode, we present With Great Power, a podcast from GridX about the people building the future grid,... more

18 Jan 2023 · 21 minutes
Natural gas whiplash

The natural gas market has been through a wild ride, especially in Europe. The pandemic first pushed the prices way... more

12 Jan 2023 · 44 minutes
Ammonia: the beer of decarbonization

The Haber-Bosch process, which turns nitrogen and hydrogen into ammonia, produces an essential ingredient in fertilizers and explosives. But it’s... more

05 Jan 2023 · 53 minutes
Why methane matters

Today we’re talking about two climate blind spots: methane and short-term warming. Most of us think of global warming as... more

22 Dec 2022 · 46 minutes
Catalyst with Shayle Kann
Natural gas whiplash
Catalyst with Shayle Kann
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Description

The natural gas market has been through a wild ride, especially in Europe. The pandemic first pushed the prices way down. Then... more