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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Avsnitt(269)

How AI is solving real utility challenges [partner content]

How AI is solving real utility challenges [partner content]

Laurent 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 ...

11 Mars 202517min

A skeptic’s take on AI electricity load growth

A skeptic’s take on AI electricity load growth

The 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 ...

6 Mars 202554min

Cultivated meat’s “trough of disillusionment”

Cultivated meat’s “trough of disillusionment”

Between 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 b...

27 Feb 202541min

The promise and perils of sodium-ion batteries

The promise and perils of sodium-ion batteries

Sodium-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 ...

20 Feb 202544min

The case for colocating data centers and generation

The case for colocating data centers and generation

Sheldon 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...

13 Feb 202544min

More 2025 trends: DeepSeek, plug-in hybrids, and curtailment

More 2025 trends: DeepSeek, plug-in hybrids, and curtailment

Didn’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...

6 Feb 202547min

Are utilities ready to fully harness demand flexibility? [partner content]

Are utilities ready to fully harness demand flexibility? [partner content]

When 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 flexibi...

4 Feb 202530min

 2025 trends: aerosols, oil demand, and carbon removal

2025 trends: aerosols, oil demand, and carbon removal

Out 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 Halcyo...

30 Jan 202533min

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