Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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The path to market for new nuclear reactors (00:34:44)
Spurred by a suite of executive orders and investments from the federal government, new nuclear reactors are coming soon. Or the announcements are at least.
The advanced nuclear sector has found its...
The rise of permissionless DERs (00:35:51)
Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and in...
More 2026 trends: Solar costs, oil oversupply, and the startup slump (00:25:39)
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 rec...
A ‘rain delay’ for the energy transition [partner content] (00:19:48)
In 2024, Tom Burton described the clean energy transition as entering its “third inning” — a phase defined by execution and scale. A year later, the game looks very different.
In this episode, produc...
2026 trends: Gas turbines, Texas’ load queue and China electrifies (00:46:25)
It’s a new year, which means the veteran energy analyst Nat Bullard has dropped another annual, data-rich presentation on the state of energy and decarbonization.
And per what has become tradition, N...
The VC case for 'full stack deeptech' (00:52:42)
For “deep tech” or industrial tech investors, a captivating idea on paper doesn’t always translate into a sustainable or viable business. Even a remarkable technological breakthrough isn’t guaranteed ...
How AI is changing weather forecasting (00:44:40)
Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integr...
The gas turbine crunch (00:38:58)
Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement const...
Will inference move to the edge? (00:47:47)
Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure.
But as workloads shift from training to inference, and AI applications bec...
Can AI revolutionize EPC? (00:35:01)
Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like da...
Who benefits from the AI power bottleneck? (00:34:56)
The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play ...
Looking for a turnaround in transmission (00:29:15)
After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in MISO...
New Mexico proves America can still build [partner content] (00:31:15)
Across the country, people are asking the same question: why is it so hard to build in America?
From transmission lines to clean energy factories, projects are taking longer, costs are rising, and fr...
Driving down the cost of green hydrogen (00:41:28)
A few years ago, industry and political leaders embraced hydrogen as a solution to a laundry list of hard-to-abate decarbonization challenges — steel production, ammonia production, and more. But hydr...
Inside a $300 million bet on AI for physical R&D (00:36:26)
A big problem with using artificial intelligence to discover new materials? It struggles to predict beyond its training data. That means AI might be better at optimizing known materials than discoveri...
Unpacking DOE's proposal to transform data center interconnection (00:40:37)
Last Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to consider rulemaking to fast-track interconnection for large loads — as long as they agree to be curtai...
Five big questions about the future of energy (00:44:23)
We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the error...
Frontier Forum: The new power map for AI infrastructure (00:36:04)
As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink ...
Calibrating hype with Akshat Rathi (00:41:14)
In the climate space, every idea sits somewhere along the hype continuum. Some command outsize attention. Others fly under the radar despite big potential. And a rare few hit the sweet spot, earning e...
How insurance can narrow the valley of death [partner content] (00:26:50)
Jamie Daggett started his career as a mechanical engineer working for cleantech startups in Silicon Valley. But after five startups and three buyouts, Daggett saw the same story repeat itself: good te...
How Base Power plans to use its fresh $1B (00:39:51)
Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, owns, and operates residentia...
Frontier Forum: A new playbook for clean energy growth (00:31:57)
After the failure of federal climate legislation in 2010, clean energy advocates realized they had to look elsewhere for momentum. The result was a shift toward states and regional markets — and the c...
The new wave of DERs (00:39:03)
Demand response was the original distributed energy resource. In its early days, it was surprisingly manual: a grid operator would call up a large load, like a factory, and request a few hours of redu...
Ag residue and carbon removal (00:35:16)
Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts as...
Is now the time for DERs to scale? (00:41:01)
A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure.
But...
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