Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Meat Mechanics Podcasts
MeatEater’s Gear Talk Podcast with Janis Putelis and Jordan Budd dives into the details and efficacy of the gear they use in the backcountry. From comparative reviews to complete pack dumps for specific adventures, Janis and Jordan explore the intricacies of different products, manufacturers, and materials to help you decide whether it’ll make your next trip a success.
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Tune in to hear an ex Law Enforcement Officer turned real estate maverick that is turning the real estate world upside down by exposing real estate and damn near anything else. Listen in as host Scott Mosley and his infectious co-host Colin Sadler dissect and offer a unique insight on a broad range of topics. You will be glad you did. We will be interviewing thought leaders, entrepreneurs, professional athletes and many more. Some you will know, some you will get to know. This show is much m ...
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Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts as field cover to improve soil health. And industry uses a fraction of this biomass as feedstock for valuable products like ethanol, electricity, and he…
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A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But DERs never took off, at least not at the scale that many hoped for. They had high price tags and short track records compared to the existing substati…
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When to colocate data centers with generation
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36:32The idea of colocating data centers with behind-the-meter generation is picking up steam, including large projects in Memphis, Texas, and Utah developing significant on-site capacity, mostly from combined-cycle gas plants. The main argument is speed to power. Building your own generation allows data centers to sidestep the challenges involved in gr…
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AMA: Geoengineering, nuclear, power prices, and more
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42:06You sent in great questions, and today we’re answering them. In this episode, Shayle hands it over to Lara Pierpoint, the managing director of Trellis Climate at the Prime Coalition and host of The Green Blueprint. Together they cover topics like: Whether solar radiation management will remain the “black sheep” of climate technologies What technolo…
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Adding flexibility to data center loads could ease strain on the grid and reduce the need for costly new generation. And, according to one study, shaving off just a few megawatts during peak hours could also unlock unused capacity —as many as 98 gigawatts in the U.S — if those facilities reduced load by just 0.5% each year. The problem: data center…
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The Green Blueprint: Terrawatt Infrastructure’s billion-dollar strategy
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35:45Editor's note: With the Trump administration's efforts to roll back California's electric trucking rules, there's new attention on heavy duty transport right now. So we're bringing you a deep dive into the industry, an episode of The Green Blueprint on Terawatt Infrastructure's $1 billion strategy to build charging depots. In 2021, Neha Palmer co-f…
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Our first episode covering sodium-ion batteries featured a cautious take on the chemistry: Back in February Adrian Yao, founder of Stanford’s STEER program, explained the challenges of reaching competitive energy density and costs, especially given the falling price of LFP. Still, sodium-ion chemistries are picking up steam, thanks largely to growi…
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Editor’s note: The uncertainties of data center construction — like when, where, and how much to build — are as pressing as ever. So we’re revisiting a conversation with Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. In this episode, he explains his theory of the ‘Watt-Bit Spread’, which of…
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The PJM capacity auction this month broke records with sky-high wholesale power prices — and that was by design. Under PJM’s auction rules, tight supply raises prices, incentivizing the development of new generation and encouraging existing generation to stay online. The big driver of that tight supply? Data-center driven load growth. The independe…
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Repurposing EV batteries for grid storage
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27:35The job of an EV battery is unforgiving. If its performance slips too far — say, lost acceleration or range — it's probably off to the recycling heap. That’s even though it may have plenty of usable life, if only for something less demanding than powering a vehicle. Grid storage is theoretically a gentler job, involving slower discharging and more …
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Five big questions emerging from the OBBB
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44:19The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit eligibility. The uncertainty in particular throws a wrench into project planning and leaves big questions about the impact across climate tech. So wha…
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Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California’s cuts to net meter…
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Fresh intel from state utility regulatory filings
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36:34You’ve probably heard about Nat Bullard’s massive decarbonization slide decks, filled with charts and insights into decarbonization drawn from climate and energy data. This time he's waded through piles of utility regulatory filings — countless PDFs that hint at the inner workings of utilities and large customers — to find clues about everything fr…
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Lithium-manganese-rich (LMR) batteries could offer a rare combination in energy storage: high energy density at lower costs. They swap much of the expensive nickel for abundant, affordable manganese. But technical hurdles — like poor cycle life, voltage decay, and long formation time — kept them on the sidelines. Now GM says it’s solved these chall…
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Addison Stark thinks waste heat is a waste of time. The real opportunity, he argues, is decarbonizing industrial steam, which accounts for roughly 30% of industrial heat in the U.S. But doing that means deploying alternatives to the fossil fuel boilers industry currently relies on. So how do you clean up steam? And why does Addison think waste heat…
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The state of play of data center development
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36:24The future of the grid increasingly hinges on where and how data centers get built. To forecast the kind of power infrastructure we need to meet AI’s growing appetite, we first need to understand a laundry list of variables: data center size, workload type, latency, reliability — even the variety of a data center’s coolant system. So what’s the sta…
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Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers. In Texas, one of six projects that pulled proposals from consideration for a valuable financing program cited “equipment procurement constraints” as the reasons for its withdrawal. Lead times are stretching to four years and sometimes more. Costs …
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Geothermal seems to be nearing an inflection point. With rising load growth, clean, firm power is more valuable than ever. Next-gen geothermal players like Fervo Energy and Sage Geosystems are signing PPAs with major tech firms. Even U.S. Secretary of Energy Chris Wright — a known critic of renewables — has praised the potential of geothermal. The …
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What to make of Trump's deep-sea minerals push
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35:04In April, the Trump administration issued an executive order to accelerate the development of deep-sea minerals — part of its broader push for “energy dominance.” The world’s oceans hold vast, untapped deposits of critical minerals like nickel, copper, manganese, and rare earth elements — all essential to batteries and clean energy technologies. De…
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A former race car engineer on battery safety and supply chains [partner content]
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26:37From his days as an IndyCar race engineer to his current role as chief product officer for a leading storage integrator, Tristan Doherty has always worked at the intersection of high performance and risk management. Today, he's applying that expertise at LG Energy Solution Vertech to build more resilient, domestically manufactured energy storage sy…
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Terrawatt Infrastructure’s billion-dollar strategy
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36:53This week, we're bringing you a special episode of The Green Blueprint, a show about the stories behind first-of-a-kind climate projects. In this episode: Terawatt Power's first commercial electric truck charging depot, which opened in April near the ports of Los Angeles and Long Beach. It was a significant milestone for the industry. So how’d Tera…
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Frontier Forum: Unlocking next-generation VPPs
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26:16In the mid-2000s, Ben Brown started his career designing demand response programs that relied on pagers and telephones. Today, as Renew Home's CEO, he's leveraging AI and tens of millions of connected smart devices to help households save energy and create an entirely new approach to grid management. Renew Home is building a new kind of virtual pow…
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It’s a Catalyst first-of-a-kind: our very first live event! We hosted it last Wednesday at San Francisco Climate week. In this episode, Shayle talks to Mike Schroepfer, co-founder and partner at Gigascale Capital and former CTO of Meta, and Nick Chaset, CEO of Octopus Energy US. Together they cover: Lessons on building products that consumers love …
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China’s new export controls on rare earth elements (REEs) are a problem for EVs, renewables, and other industries that rely on the minerals, especially the permanent magnets they’re used in. The vast majority of the global supply chain is in China. Plus, Chinese companies control supply chain operations around the world. So is it possible to stand …
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What’s next for the battery storage boom? [partner content]
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20:04The U.S. storage market is experiencing hockey-stick growth, with multiple gigawatts being installed quarterly. But new policy uncertainties around tariffs and the Inflation Reduction Act are threatening this momentum. But Jeff Waters, the CEO of Powin, remains optimistic. "This industry will figure out a way to work with it," says Waters, who brin…
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Serving data center load with carbon capture
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37:07Big tech’s data center construction boom is fueling a flurry of natural gas development, despite the fuel’s challenges, and it’s complicating big tech’s climate goals. But carbon capture and storage (CCS) could mitigate emissions from those new plants, and hyperscalers could secure low-carbon power while meeting their needs for speed and reliabilit…
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How climate disasters are shaping insurance markets
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33:01Premiums are rising. Insurers are leaving markets. But people keep building in risk-prone areas, and the climate disasters just keep coming. Can insurance markets adapt? In this episode, Shayle talks to Dr. Judd Boomhower, an assistant professor of economics at the University of California-San Diego and a faculty research fellow at the National Bur…
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Frontier Forum: Future-proofing data center power infrastructure
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28:58Data centers face a critical timing problem. They need massive amounts of power immediately, but grid upgrades can take more than seven years to complete. Microgrids could be a solution to this growing power gap. "How do you future-proof your systems through adaptability of technologies? Microgrids are really a nice technology to address that," exp…
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Specialized AI brains for physical industry
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37:02Everyone wants a piece of general purpose models. Instacart has deployed ChatGPT for recipes and meal planning. The Mayo Clinic is using it to summarize patient records. Schneider Electric is using an OpenAI LLM to generate sustainability reports. With such powerful models, what’s the need for specialized models built for specific industries, espec…
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Tyler Norris says regulators have been getting two different stories. On one side, they’ve been hearing that data centers are largely inflexible loads. On the other, last year the U.S. Department of Energy recommended data center flexibility, and EPRI launched its DCFlex initiative to demonstrate the same. So he and a few other researchers wanted t…
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Frontier Forum: How tax credit transfers are reshaping energy finance
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34:03In 2023, the U.S. market for transferable clean energy tax credits was just getting started. One year later, that market has tripled in size, with credits diversifying beyond wind and solar into nuclear, manufacturing, and other technologies. "The statistics on just how much it grew over that period are really impressive — indicating the transparen…
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Robots are becoming cheaper to make and more powerful because of AI. In the climate tech space, they’re already laying transmission lines, inspecting wind turbines, and installing solar panels.. And with labor productivity stagnating, immigration restrictions tightening, and the cost of labor rising, they’re looking even more appealing. So where mi…
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Batteries were electrochemistry’s breakout hit. For years it was a field that kept a low profile, outshined by flashier cousins like biotech and computer science. That is until lithium-ion batteries became big business, showing that studying the relationship between chemicals and energy could unlock technical pathways that other disciplines could n…
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How AI is solving real utility challenges [partner content]
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17:32Laurent Boinot, a power and utilities leader at Microsoft, remembers the moment he discovered the power of artificial intelligence. Years ago, as a student using a basic AI model to assess World Bank project risks, he was amazed to discover the technology outperformed human experts. "With a very basic AI tool, we were able to replicate that risk an…
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A skeptic’s take on AI electricity load growth
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54:23The predictions are coming in hot. Data centers could grow to consume more than 9% of U.S. electricity generation by 2030, according to EPRI. That’s more than double its current estimated data center load. AI will increase global data center power demand 165% by 2030, says Goldman Sachs. And billions of dollars are at stake. Utilities, megasite dev…
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Cultivated meat’s “trough of disillusionment”
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41:48Between 2013 and 2023, cultivated meat companies raised a total of nearly $3 billion. In 2020, Singapore approved the world’s first cultivated meat products, with the U.S. and Israel following close behind. But head to the meat department of any American grocery store today, and you won’t find cultivated meat for sale. After short-lived restaurant …
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The promise and perils of sodium-ion batteries
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44:39Sodium-ion could be the next big thing. Last August, Natron announced a $1.4B factory in North Carolina. Other U.S. companies like Peak Energy, Bedrock Materials, and Acculon Energy are jockeying for position in the market. Meanwhile, almost all of the world’s sodium-ion manufacturing capacity, current and planned, is in China. CATL’s CEO Robin Zen…
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The case for colocating data centers and generation
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44:44Sheldon Kimber says the grid is broken — at least for new data centers and other large, industrial loads that need lots of clean power, fast. But the founder and CEO of Intersect Power believes there’s a workaround that enables larger data centers and speeds up time to power: colocating behind-the-meter generation and storage on megasites rich with…
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More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
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47:45Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there. This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. In this episode, Shayle and Nat dig into topics like: Rising solar installations…
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Are utilities ready to fully harness demand flexibility? [partner content]
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30:49When it comes to decarbonization planning, utilities tend to focus heavily on the supply side. But they may be overlooking one of their most powerful tools for managing a cleaner grid — demand flexibility. Demand response and time-varying rates have been in use for decades. But many utilities still haven't fully embraced demand flexibility in their…
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2025 trends: aerosols, oil demand, and carbon removal
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33:34Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topic…
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Here’s a three-part puzzle for global agriculture: How do you increase calories for a growing population, while zeroing out emissions and minimizing land usage? The stakes are enormous. According to the UN, the world has to feed an estimated 9.8 billion people by 2050. But agriculture currently accounts for about a third of global carbon emissions …
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First-of-a-kind projects need infrastructure investment, the kind of money that costs less than venture capital and usually comes in the form of deals worth tens or hundreds of millions of dollars. But infrastructure investors are notoriously conservative and convincing them to bite can be challenging. So what do infrastructure investors really wan…
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To meet AI-driven load growth utilities and big tech companies have been building — or reopening — big power plants. Georgia Power, for example, is planning to expand its fleet of natural gas plants. And Microsoft signed a deal last September to re-open Pennsylvania's Three Mile Island nuclear plant But could we meet a portion of that load growth w…
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If you’ve followed global lithium prices over the past few years, you know what a wild ride it’s been. Chinese spot prices shot to record highs in 2022 and then came crashing back down by 2024 — with big consequences for batteries and EVs that depend on the mineral. So what happened? And what could happen next, especially as EV sales have been slow…
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Drew Baglino on Tesla’s Master Plan
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1:02:47Editor’s note: For the holiday break, we’re bringing you one of our most popular episodes of the year — a conversation about Tesla’s Master Plan 3 with Drew Baglino, who stepped down as the company’s senior vice president for powertrain and energy in April. Tesla’s Master Plan Part 3 lays out the company’s model for a decarbonized economy — and mak…
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Scaling low-carbon products with book and claim systems
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35:48A mismatch between suppliers and buyers is making it hard to grow the supply of low-carbon products like cement, steel, and sustainable aviation fuel (SAF). If you want to produce a product like SAF, you want to find the cheapest place to do it — someplace where there’s cheap, low-carbon hydrogen, for example. But the buyers who have the incentive …
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Northvolt’s ambition was to become a European batterymaker to rival Chinese battery behemoths like CATL and BYD. They wanted to offer a homegrown supply chain to western automakers. But in November, the company announced its bankruptcy. So what went wrong? In this episode, Shayle talks to Sam Jaffe, principal at 1019 Technologies. They walk through…
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How cyber attacks could threaten the energy transition [partner content]
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23:46Security experts often say there are two kinds of companies. “There are those companies that have been hacked, and those that don't know that they are being hacked – especially when we look at the energy industry,” says Bilal Khursheed executive director of Microsoft's global power & utilities business. Khursheed works with companies to deploy digi…
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