More 2026 trends: Solar costs, oil oversupply, and the startup slump

We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we recommend you go back and listen to Part 1, which was released last week. In this episode, Shayle and Nat shift their focus from data centers to exploring other intriguing trends found in the data that Nat assembled—from the surprising resilience of clean energy stocks to the rising costs of solar installations in the US. Shayle and Nat dig into more topics including: Why the S&P Global Clean Energy Transition Index outperformed the S&P 500 and Nasdaq last year The steep drop in U.S. energy startup investment—from $8 billion in 2022 to just over $2 billion in 2025—and why Shayle thinks 2026 will see a massive rebound The impacts of an enormous oversupply of oil China’s skyrocketing share of global vehicle production The remarkable pace of residential battery storage adoption in Australia Resources Nat Bullard’s full 2026 presentation Catalyst: 2026 trends: Gas turbines, Texas’ load queue, and China electrifies Catalyst: 2025 trends: aerosols, oil demand, and carbon removal Catalyst: More 2025 trends: DeepSeek, plug-in hybrids, and curtailment Latitude: The year resiliency investment began to go mainstream Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(258)

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 Jun 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 Mai 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 Mai 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 Mai 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 Mai 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 Apr 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 Apr 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 Apr 39min