Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more

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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Jaksot(278)

The truth about data center water usage

The truth about data center water usage

Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents ...

8 Loka 44min

ERCOT batteries: boom, bust, or rebound?

ERCOT batteries: boom, bust, or rebound?

It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed ...

1 Loka 37min

The rush for clean, on-site power [partner content]

The rush for clean, on-site power [partner content]

This is a partner episode, brought to you by Bloom Energy. Long interconnection queues, fragile supply chains, and a lack of grid capacity are pushing a wide range of C&I customers to invest in distr...

28 Syys 31min

Anduril's vision for powering maritime defense

Anduril's vision for powering maritime defense

Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? To help answer tha...

24 Syys 32min

AMA: Fuel cells, geopolitics, and the solar growth curve

AMA: Fuel cells, geopolitics, and the solar growth curve

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episo...

17 Syys 23min

Do data centers actually increase electricity prices? No...and yes

Do data centers actually increase electricity prices? No...and yes

You don’t have to look far to see the vitriol and backlash ignited by the rapid expansion of hyperscaler data centers. While critics and activists tend to focus their ire on resource consumption and r...

10 Syys 42min

What comes after the data center backlash?

What comes after the data center backlash?

In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they fac...

3 Syys 47min

The rise of metal fuels

The rise of metal fuels

Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, nois...

27 Elo 40min

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