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Catalyst w/ Shayle Kann

@catalyst-pod.bsky.social

388 followers 486 following 65 posts

Shayle Kann asks big questions about how to decarbonize the planet. Produced by @latitudemedia.bsky.social. Listen to new episodes on latitudemedia.com or wherever you get your podcasts.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 19/02/2026

This week, Heron Power announced a $140M Series B led by Andreessen Horowitz. Founder/CEO Drew Baglino and Shayle Kann explore how solid-state transformers can turn the grid into a highly optimized machine. Listen now: www.latitudemedia.com/news/catalys...

latitudemedia.com

The rise of grid power electronics with Drew Baglino

The founder of Heron Power makes his pitch for solid state transformers to enhance the grid.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 12/02/2026

On Catalyst today: Paul Segal of LS Power, sheds light on PJM and ERCOT as they navigate a capacity rollercoaster. The conversation unpacks what’s driving the volatility and what it means for power markets ahead. 🎧 Listen here: www.latitudemedia.com/news/catalys...

latitudemedia.com

PJM and ERCOT are navigating a capacity rollercoaster

Paul Segal, CEO of LS Power, sheds light on the state of play in two huge markets.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 05/02/2026

Today on Catalyst: Shayle Kann and former DOE nuclear official Katy Huff break down what it really takes to bring new nuclear reactors to market, why mid-2026 targets are aggressive, and which milestones actually matter. 🎧 Listen here: www.latitudemedia.com/news/the-pat...

latitudemedia.com

The path to market for new nuclear reactors

Katy Huff, former assistant secretary for nuclear energy, helps make sense of a wave of new reactor announcements.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 29/01/2026

Shayle Kann talks with David Energy CEO James McGinniss about the rise of permissionless DERs—plug-in batteries and solar that skip complex installs and permits, cutting costs and expanding access. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

latitudemedia.com

The rise of permissionless DERs

James McGinniss, CEO and co-founder of David Energy, talks regulation, affordability and scaling up.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 22/01/2026

Pt. 2: Nat Bullard and Shayle Kann break down additional 2026 energy trends — from ongoing solar cost declines and global oil oversupply to what’s driving the current startup funding slump across energy tech. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

latitudemedia.com

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

Part two of our conversation with Nat Bullard about his annual 200-slide presentation on the biggest trends in decarbonization.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 20/01/2026

2025 threw curveballs at energy — surging load, shifting policy, tight capital. Stephen Lacey talks with Tom Burton of Mintz covering the renewable shakeout, data centers as energy infrastructure, permitting reform, and navigating uncertainty. 🎧 Listen: www.latitudemedia.com/news/catalys...

latitudemedia.com

A ‘rain delay’ for the energy transition

After a year of immense change and tumult, we revisit the state of clean energy in the U.S.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 15/01/2026

This week on Catalyst: @nathanielbullard.com and @shaylekann.bsky.social break down 2026 energy trends: gas turbine backlogs, Texas’ exploding load queue, and China’s accelerating electrification. 🎧 Listen: www.latitudemedia.com/news/catalys...

latitudemedia.com

2026 trends: Gas turbines, Texas’ load queue, and China electrifies

Nat Bullard returns to the show to unpack his annual, massive report on last year’s top decarbonization trends.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 08/01/2026

Ian Rountree, founder and partner at Cantos, explains why he avoids selling tech to incumbents and flags some curveball startups. Shayle Kann and Ian explore how this applies to the current landscape of hardware and industrial startups. Listen now: www.latitudemedia.com/news/catalys...

latitudemedia.com

The VC case for 'full stack deeptech'

Ian Rountree, founder and partner at Cantos, explains why he avoids selling tech to incumbents and flags some curveball startups.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 26/12/2025

As 2025 comes to a close, we’ve rounded up a sampler of the year’s best episodes — from record-breaking capacity auctions and advances in grid flexibility to vertically integrated residential batteries. www.latitudemedia.com/news/five-ca...

latitudemedia.com

Five Catalyst episodes that sum up energy in 2025

In a year of flux, industry leaders offered strategies for managing everything from gas turbine holdups to PJM's capacity crunch.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 18/12/2025

In this Catalyst episode, @shaylekann.bsky.social talks with Dr. Ben Lee, professor at UPenn, about whether AI inference will move from hyperscale data centers to the edge — and what that shift means for the future of AI infrastructure. 🎧 Listen here: www.latitudemedia.com/news/catalys...

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 11/12/2025

@shaylekann.bsky.social talks with Alex Modon, CEO of Unlimited Industries (just out of stealth with a $12M raise) about how AI could finally fix the EPC model and speed up major energy + infrastructure builds. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 04/12/2025

This Catalyst episode digs into the power bottleneck shaping the AI boom, and why data-center developers, chipmakers, hyperscalers, and utilities all tell different stories about “energy scarcity.” 🎧 Listen now: www.latitudemedia.com/news/catalys...

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 20/11/2025

Are we finally getting signals that the U.S. could start building transmission at scale again? Shayle talks with Rob Gramlich, founder of Grid Strategies, about the new plans and projects giving signs of progress. 🎧 Listen now: www.latitudemedia.com/news/catalys...

latitudemedia.com

Looking for a turnaround in transmission

Rob Gramlich explains what new progress on major projects says about U.S. transmission expansion.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 18/11/2025

Across the country, people are asking: why is it so hard to build in America? In New Mexico, Economic Development Secretary Rob Black & Environment Secretary Jim Kenney's hands-on approach to permitting and investment is attracting fusion, geothermal, and advanced manufacturing.

latitudemedia.com

New Mexico proves America can still build

How a hands-on approach to permitting and investment is attracting fusion, geothermal, and advanced manufacturing.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 13/11/2025

Hydrogen was once hailed as the fix for heavy industry’s emissions. Then costs stayed high, politics shifted — and the bubble burst. In this episode, Shayle talks with Electric Hydrogen CEO Raffi Garabedian about what it’ll take to reach fossil parity. 🎧 www.latitudemedia.com/news/catalys...

latitudemedia.com

Driving down the cost of green hydrogen

Why the hype faded, and how to reach fossil parity.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 06/11/2025

🎧 Can AI discover a room-temperature superconductor? Shayle Kann talks with Ekin Dogus Cubuk, co-founder of Periodic Labs, about a $300M bet to merge frontier AI with frontier science. “People want to see LLMs impact the atoms, not just the digital world.” www.latitudemedia.com/news/catalys...

latitudemedia.com

Inside a $300 million bet on AI for materials discovery

Better AI and smarter robots could mean better materials discovery. The co-founder of Periodic Labs explains how.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 30/10/2025

The DOE proposed a new rule that could transform how large loads like data centers connect to the grid. @allisonclements.bsky.social, former FERC Commissioner, @tnorris.bsky.social + Shayle Kann unpack what this could mean in a world of AI-driven energy demand www.latitudemedia.com/news/catalys...

latitudemedia.com

Unpacking DOE's proposal to transform data center interconnection

Former FERC commissioner Allison Clements and Duke researcher Tyler Norris break down the potential for federal interconnection reform.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 23/10/2025

This week: Shayle Kann talks with the Head of Research at EIP to unpack five questions facing the future of energy including load growth, oversupply risks, nuclear, geothermal, and grid-enhancing tech. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

latitudemedia.com

Five big questions about the future of energy

Energy Impact Partners’ research head weighs in on AI load growth, what could turn the electricity crunch into oversupply, and more.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 22/10/2025

🎉 We’re excited to announce that Latitude’s podcast Catalyst with Shayle Kann has been recognized as a Bronze winner at the Signal Awards 2025 in the Technology category! 🏆 Thank you to the Signal Awards and the production team! 🎙️ www.signalaward.com/winners/deta...

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 21/10/2025

In the latest episode, KR Sridhar, CEO of Bloom Energy, shares his belief that many data centers will ultimately operate like refineries — powered by captive, off-grid generation that prioritizes resilience, speed, and local control. 🎧 Listen here: www.latitudemedia.com/news/frontie...

latitudemedia.com

Frontier Forum: The new power map for AI infrastructure

Bloom Energy’s KR Sridhar on why data centers are rewriting the rules of electricity — and how onsite generation could define future growth.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 16/10/2025

In the newest Catalyst episode, Shayle Kann teams up with @akshatrathi.bsky.social of @bloomberg.com to evaluate what climate-tech is overhyped, underhyped, or hyped just right. 🎧 Listen here: www.latitudemedia.com/news/catalys...

latitudemedia.com

Calibrating hype with Akshat Rathi

We run through a list of hot topics and debate which ones are overhyped, underhyped, and hyped just right.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 15/10/2025

In our latest episode of Catalyst, Jamie Daggett — the energy storage and fuel cell lead at Ariel Green — talks with Stephen Lacey about how insurance is helping the energy storage sector mature and scale faster. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/how-ins...

latitudemedia.com

How insurance can narrow the Valley of Death

Why technology performance insurance could unlock trillions in private capital for the energy transition.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 06/10/2025

A conversation with the CEO of Advanced Energy United on why states are the center of gravity for clean energy policy. Listen now to the partner episode: www.latitudemedia.com/news/frontie...

latitudemedia.com

Frontier Forum: A new playbook for clean energy growth

A conversation with the CEO of Advanced Energy United on why states are the center of gravity for clean energy policy.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 02/10/2025

On today's Catalyst episode: Dana Guernsey, CEO & Co-Founder of Voltus, shares how DERs have evolved from emergency tools into automated, grid assets serving a broad spectrum of customers. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

latitudemedia.com

The new wave of DERs

Voltus' CEO explains how DERs have evolved from an emergency tool to a true grid resource.

Reposted by Catalyst w/ Shayle Kann

Tyler Norris @tnorris.bsky.social · 13/09/2025

Must-listen new @catalyst-pod.bsky.social interview w/ @brianjanous.bsky.social. "I don't think there's a credible argument for behind the meter nuclear at data centers in the near future, and by near future, I mean the next couple of decades." 🔌💡 www.latitudemedia.com/news/catalys...

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 25/09/2025

In the latest Catalyst episode, Shayle Kann and Peter Reinhardt dig into the complexities of using ag residue for biomass-based carbon removal. They explore trade-offs as well as where opportunities lie if feedstocks are sourced smartly. 🎧 Listen here: www.latitudemedia.com/news/catalys...

latitudemedia.com

Ag residue and carbon removal

Charm Industrial’s CEO lays out the case for making use of agricultural residue for everything from iron to SAFs.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 12/09/2025

In this week’s Catalyst podcast, Shayle Kann sits down with Brian Janous, CCO at Cloverleaf Infrastructure, to break down the trade-offs between on-site generation vs. alternatives like batteries, grid-enhancing tech, and existing grid capacity. 🎧 Listen here: www.latitudemedia.com/news/catalys...

latitudemedia.com

When to colocate data centers with generation

Cloverleaf Infrastructure’s CCO discusses when colocating data centers with on-site generation makes sense — and when it doesn’t.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 04/09/2025

In this episode of Catalyst: what do geoengineering, nuclear power, rising electricity prices, and plastic waste all have in common? They’re the big, thorny questions shaping the future of climate tech. 🎧 Listen here: www.latitudemedia.com/news/catalys...

latitudemedia.com

AMA: Geoengineering, nuclear, power prices, and more

Shayle Kann and Lara Pierpoint take on your toughest questions.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 28/08/2025

This week on Catalyst: Can data centers become grid allies instead of power hogs? Unpack how even a tiny shift in load during peak hours could open up a staggering 98 GW of additional capacity across the U.S. grid. www.latitudemedia.com/news/catalys...

latitudemedia.com

The mechanics of data center flexibility

The industry is starting to put its early demand-shifting capabilities to the test. But how does data center flexibility actually work?

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 15/08/2025

This week on Catalyst: Peak Energy’s CEO outlines a pathway to cost competitiveness. Listen now: www.latitudemedia.com/news/catalys...

latitudemedia.com

The case for sodium-ion

Peak Energy’s CEO outlines a pathway to cost competitiveness.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 31/07/2025

The PJM capacity auction this month broke records with sky-high wholesale power prices — and that was by design. So will higher wholesale prices incentivize enough generation to meet load growth without provoking the public with higher bills? Listen now: www.latitudemedia.com/news/catalys...

latitudemedia.com

PJM and the capacity crunch

The ISO had a blockbuster capacity auction.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 24/07/2025

This week, Redwood Materials CTO gives you a behind-the-scenes look at how repurposing second-life EV batteries for grid storage actually works. 🔋 Listen here or wherever you get your pods: www.latitudemedia.com/news/catalys...

latitudemedia.com

Repurposing EV batteries for grid storage

Redwood Materials’ CTO explains the innovations and improving economics behind second-life batteries.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 17/07/2025

This week on Catalyst, Andy Lubershane and Shayle Kann unpack FEOC, construction guidance, and other changes in the new law. Listen now: www.latitudemedia.com/news/catalys...

latitudemedia.com

Five big questions emerging from the OBBB

Andy Lubershane and Shayle unpack FEOC, construction guidance, and other changes in the new law.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 10/07/2025

This week on Catalyst, Jeffries’ Julien Dumoulin-Smith talks about what Trump’s One Big Beautiful Bill means for residential solar: www.latitudemedia.com/news/catalys...

latitudemedia.com

Tumult in residential solar

Jeffries’ Julien Dumoulin-Smith talks about what Trump’s One Big Beautiful Bill means for residential solar.

Reposted by Catalyst w/ Shayle Kann

Nat Bullard @nathanielbullard.com · 03/07/2025

I had fun as always on @catalyst-pod.bsky.social this week. There's just so much power sector information to wrassle with these days, some of it deeply useful, some of it silly, all of it public and accessible if you can apply technology to it. podcasts.apple.com/us/podcast/f...

podcasts.apple.com

Fresh intel from state utility regulatory filings

Podcast Episode · Catalyst with Shayle Kann · 07/03/2025 · 39m

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 26/06/2025

GM plans to start producing LMR batteries in 2028. It could shake up the battery landscape. This week on Catalyst: www.latitudemedia.com/news/catalys...

latitudemedia.com

GM's big new battery tech push

GM plans to start producing LMR batteries in 2028. It could shake up the battery landscape.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 20/06/2025

Steam production hasn’t evolved much in a century. Heat pumps, electric furnaces, and thermal storage could change that. On the latest Catalyst: www.latitudemedia.com/news/catalys...

latitudemedia.com

The story of steam

Steam production hasn’t evolved much in a century. Heat pumps, electric furnaces, and thermal storage could change that.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 17/06/2025

Evolving AI workloads are reshaping where and how data centers get built, with big implications for the grid: www.latitudemedia.com/news/catalys...

latitudemedia.com

The state of play of data center development

Evolving AI workloads are reshaping where and how data centers get built, with big implications for the grid.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 06/06/2025

Demand for fossil gas turbines is up but supply is tight, causing multi-year delays. This week on Catalyst: www.latitudemedia.com/news/catalys...

latitudemedia.com

The gas turbine crunch

Demand for fossil gas turbines is up but supply is tight, causing multi-year delays.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 22/05/2025

In April, Trump issued an executive order to accelerate the development of deep-sea minerals. In today's episode, Shayle Kann talks to Hans Smit, CEO of Ocean Minerals, a company participating in exploration of the Cook Islands. www.latitudemedia.com/news/catalys...

latitudemedia.com

What to make of Trump's deep-sea minerals push

The Trump administration is trying to fast-track deep-sea mining. A mining CEO explains what that would mean for the industry.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 12/05/2025

Last week, a pure-play nuclear developer announced a deal with Google to develop 1.8 GW. On the latest Catalyst, its CEO lays out his thesis for the industry: www.latitudemedia.com/news/catalys...

latitudemedia.com

The US nuclear groundswell

A pure-play nuclear developer just announced a deal with Google to develop 1.8 GW. Its CEO lays out his thesis for the industry.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 07/05/2025

In this episode, recorded as part of a live Frontier Forum, @stephenlacey.bsky.social talks with Ben Brown about next-generation VPPs. How does Renew Home's approach differ from demand response? What role can it play in addressing the grid’s urgent needs? www.latitudemedia.com/news/frontie...

latitudemedia.com

Frontier Forum: Unlocking next-generation VPPs

Renew Home's Ben Brown on why giving homeowners more control creates a more reliable grid resource.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 01/05/2025

A Catalyst first-of-a-kind: our very first live event! If you missed the live show at SF Climate Week, the recording is now available here: www.latitudemedia.com/news/catalys...

latitudemedia.com

Catalyst Live at SF Climate Week

Shayle covers a grab bag of topics, from carbon removal to data centers, with Gigascale Capital's Mike Schroepfer and Octopus Energy's Nick Chaset.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 28/04/2025

Rare earth elements are at the center of Trump's trade war with China. Can Western companies build their own supply chain? www.latitudemedia.com/news/catalys...

latitudemedia.com

The geopolitics of rare earth elements

Rare earth elements are at the center of Trump's trade war with China. Can Western companies build their own supply chain?

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 23/04/2025

In this episode, produced in partnership with Powin, @stephenlacey.bsky.social talks with Powin CEO Jeff Waters about why the U.S. energy storage industry needs international partnerships to succeed. Listen now: www.latitudemedia.com/news/powin-w...

latitudemedia.com

What’s next for the battery storage boom?

Powin CEO Jeff Waters on why the U.S. energy storage industry needs international partnerships to succeed.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 18/04/2025

Carbon Direct chief scientist Julio Friedmann says natural gas plus CCS would help hyperscalers build data centers rapidly — while still meeting climate targets. Listen to this week's Catalyst: www.latitudemedia.com/news/catalys...

latitudemedia.com

Serving data center load with carbon capture

Julio Friedmann says natural gas plus CCS would help hyperscalers build data centers rapidly — while still meeting climate targets.

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Reposted by Catalyst w/ Shayle Kann

ecov8tive.ideas @ecovativeideas.bsky.social · 11/04/2025

Glad my car thinks @catalyst-pod.bsky.social is Jazz because these interviews involve a lot of improvisation at the complex 23/16 time sig of climate change x clean tech innovation.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 11/04/2025

From catastrophe models to reinsurance markets, an economist weighs in on climate change insurance. This week on Catalyst: www.latitudemedia.com/news/how-cli...

latitudemedia.com

How climate disasters are shaping insurance markets

From catastrophe models to reinsurance markets, an economist weighs in on climate change insurance.

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Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 04/04/2025

Will specialized AI tools beat out general purpose models? A climate tech VC sees a need for engineering, logistics, and other physical industries. This week on Catalyst: www.latitudemedia.com/news/catalys...

latitudemedia.com

Specialized AI brains for physical industry

Will specialized AI tools beat out general purpose models? A climate tech VC sees a need for engineering, logistics, and other physical industries.

Catalyst w/ Shayle Kann @catalyst-pod.bsky.social · 27/03/2025

This week, @shaylekann.bsky.social talks to @tnorris.bsky.social about a study he co-authored on data center flexibility: www.latitudemedia.com/news/catalys...

latitudemedia.com

The potential for flexible data centers

Flexibility in new data centers could enable up to 98 GW of new industrial load — and speed up interconnection, too.