Catalyst with Shayle Kann9 Marras 2023

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 the help of Sarah Golden, vice president of energy at GreenBiz. Together Shayle and Sarah cover topics like: Load growth and whether data-center demand is good or bad for decarbonization. The crash in photovoltaic module prices and what it means for the solar industry. The impact of interest rates on climatetech. The challenges of siting carbon dioxide pipelines. Why there’s no clear winning technology for carbon dioxide removal. European energy companies acquiring U.S. companies. Why Shayle is bullish on the macro grid, despite the slow pace of interconnection and transmission buildout. Plus: volcanoes, Frankenstein, and Shayle’s childhood with geodes. Recommended Resources: Catalyst: Navigating the electrification gauntlet Canary: The US offshore wind industry faces a moment of reckoning S&P Global: Cancellation of Navigator CO2 pipeline raises critical issues for several industries Catalyst: Growing the carbon dioxide removal market Sign up for Latitude Media’s Frontier Forum on January 29, featuring Crux CEO Alfred Johnson, who will break down the budding market for clean energy tax credits. We’ll dissect current transactions and pricing, compare buyer and seller expectations, and look at where the market is headed in 2024.

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Surprising trends in global electricity generation

While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy ...

4 Kesä 44min

Building inference data centers on the high seas

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Pantha...

28 Touko 48min

A blueprint for scalable fusion power

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter...

21 Touko 40min

Inside the global fertilizer crunch

While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market...

14 Touko 36min

Cracking the code on autonomous trucking

Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new de...

7 Touko 43min

How AI is modernizing EPCs

As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this...

30 Huhti 34min

Inside Google’s massive AI capex (live)

As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 bi...

23 Huhti 35min

How Base Power plans to use its fresh $1B [re-published]

[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a ⁠$1 billion series C⁠, giving the residential battery c...

16 Huhti 39min