Catalyst with Shayle Kann
A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.

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Episoder(269)

How data centers are complicating transmission expansion

How data centers are complicating transmission expansion

Electric transmission development is notoriously difficult, and these days, NIMBYism gets the brunt of the blame. But as data center loads surge and electricity prices climb, there’s a new roadblock –...

25 Jun 30min

Enter the electric supercycle

Enter the electric supercycle

While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening. We are entering what Energy Impact Partners’ head...

18 Jun 36min

How China is reshaping the global auto market

How China is reshaping the global auto market

In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany.  Yet this massive global shif...

11 Jun 34min

Surprising trends in global electricity generation

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

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

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

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

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

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