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4일 전

PJM and ERCOT navigate a capacity rollercoaster

Last year, the PJM capacity crunch became a focal point for an entire industry struggling to navigate the explosive growth of hyperscaler data centers. Yet even in the first two months of 2026, capacity prices have continued to skyrocket, and the economics of energy generation have only become more tenuous. In this episode, Shayle Kann talks to Paul Segal, the CEO of LS Power. A major player in the space, LS Power owns a diverse portfolio of generation, storage, and transmission assets across the U.S. Shayle and Paul dive into the volatility currently defining the two most talked-about power markets in the country: PJM and ERCOT. They cover topics like: How PJM flipped nearly overnight from a state of "stasis" to a capacity shortage The federal government's emergency order to make large data centers "pay their way" Why 10 gigawatts of expected load failed to show up during the recent Texas winter storm Why Paul sees ERCOT as a “cyclical” market that is currently difficult for new gas generation, despite massive load growth Paul’s strategy for ensuring sufficient “bridge” generation before new large-scale projects come online Resources Catalyst: PJM and the capacity crunch Latitude Media: PJM’s $178 billion fork in the road Catalyst: The potential for flexible data centers 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. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

4일 전

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40분
2월 5일

The path to market for new nuclear reactors

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 itself in the spotlight as companies race to acquire licenses and permits aimed at achieving "criticality.” But what do these milestones signify? And is hitting the deadlines even feasible? In this episode, Shayle talks to Katy Huff, former assistant secretary for nuclear energy at the Department of Energy and current associate professor at the University of Illinois. They unpack the wave of new nuclear announcements, the realities of navigating an arcane regulatory gauntlet, and what Katy considers a realistic timeline for new nuclear deployment. Shayle and Katy cover topics like: The NRC’s “murky” pre-application process The differences between various licensing pathways Why Katy views the DOE’s goal to have three reactors reach criticality by July 4th as “an extremely aggressive milestone” Upcoming revised guidance on nuclear radiation dose rates The challenges facing the DOE amidst a staff shortage Katy’s assessment of a feasible timeline for getting new reactors operational Why Katy doesn’t think microreactors are economically scalable…yet Catalyst: The US nuclear groundswell Open Circuit: Inside Meta’s massive nuclear push Latitude Media: The self-inflicted hurdles facing Trump’s nuclear orders Latitude Media: The Department of Energy’s 2026 playbook⁠ 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. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting⁠ ⁠⁠energyhub.com⁠.

2월 5일

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35분
1월 8일

The VC case for 'full stack deeptech'

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 to survive the long sales cycles of the industrial world. So which companies are worth the investment? Ian Rountree, founder and partner at the venture firm Cantos, wrote a bare-bones thesis on X that offers guidance on this question. In it, Rountree lays out a stark list of the companies he invests in—and the ones he passes on. In this episode, Shayle and Ian unpack his post and explore how it applies to the current landscape of hardware and industrial startups. They cover topics like: Why selling technology to large incumbents like automakers or utilities can be a death sentence for startups The pitfalls of "commercializing science" Why capital risk to sell an end-product can be better business than licensing technology Why "weird" companies—"N of 1" startups—can generate huge amounts of talent and capital Why selling commodities (like electrons or minerals) can actually be a safer bet than entering a new market Real-world examples of full-stack success in the mining industry, including Earth AI and KoBold Metals Latitude: Earth AI’s play in the hunt for critical minerals Catalyst: Calibrating hype with Akshat Rathi Catalyst: Climate tech startups need strong techno-economic analysis Open Circuit: Pain, resilience, and bargain hunting for climate tech investors 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.

1월 8일

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53분
2025. 11. 20.

Looking for a turnaround in transmission

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, PJM, and ERCOT. Despite the DOE canceling its loan guarantee, the Grain Belt Express is still moving forward. And regardless of court battles, so is the New England Clean Energy Connect. Are these signs that the U.S. could start building transmission at scale again? In this episode, Shayle talks to Rob Gramlich, founder and president of Grid Strategies. He and Shayle cover topics like: Why Rob says the DOE’s efforts to fast-track large-load interconnection is a positive sign for transmission buildout The recent buildout of 880 miles of transmission and why it may look better than it is Why transmission hasn’t benefited from data center investment Specific projects, including SPP’s transmission backbone and the Grain Belt Express Rob’s outlook on buildout over the coming year The uncertain future of permitting reform despite bipartisan support Resources: Catalyst: Unpacking DOE’s proposal to transform data center interconnection Latitude Media: How the Grain Belt Express lost its LPO loan E&E News: Data center growth cited in defense of MISO transmission plan Fill out our short podcast listener survey for a chance to win a $100 Amazon gift card. Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.

2025. 11. 20.

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29분
2025. 12. 04.

Who benefits from the AI power bottleneck?

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 up or play down that narrative. So what incentives are at play, and how do they shape each player's story? In this episode, Shayle talks to Shanu Mathew, senior vice president and portfolio manager-analyst for U.S, sustainable equity at Lazard. Last month on X, he posted a breakdown of the actors — including hyperscalers, chip makers, utilities, and others – and how the different incentives they face shape how they talk about energy and AI. They cover topics like: Hyperscalers’ mixed incentives: the benefits of building their own capacity vs encouraging others to overbuild Why equipment makers, chipmakers, and land developers benefit from talking up the bottleneck to boost demand for their services How independent power producers and gas players benefit from high prices How the power-bottleneck narrative has shifted over time Resources: Latitude Media: ERCOT’s large load queue has nearly quadrupled in a single year Latitude Media: The power bottleneck is changing data center financing Latitude Media: Early-stage data centers are driving up US power demand forecasts Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com. Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at ⁠www.thirdway.org/pace⁠.

2025. 12. 04.

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35분
2025. 12. 26.

The gas turbine crunch

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 constraints” as the reasons for its withdrawal. Lead times are stretching to four years and sometimes more. Costs are climbing. So what’s behind the bottleneck? In this episode, Shayle talks to Anthony Brough, founder and CEO of Dora Partners, a consulting firm focused on the turbine market. Shayle and Anthony cover topics like: Why previous boom-bust cycles in turbine manufacturing have left the industry skittish — and why Anthony says leaders are approaching this new peak with “guarded optimism” The competing demands on the turbine supply chain, including from power, oil and gas, and aerospace industries How lead times have ballooned to four years and, in some cases, even longer Factors affecting the market beyond load growth, like renewables, storage, affordable gas, and coal retirements How investment in tech innovation has raised turbine efficiency How the industry is preparing for hydrogen — if hydrogen scales up Resources: Latitude Media: Engie’s pulled project highlights the worsening economics of gas Latitude Media: High costs, delays prompt withdrawal of five more Texas gas plants Power Magazine: Gas Power's Boom Sparks a Turbine Supply Crunch Marketplace: Will we have enough natural gas turbines to power AI data centers? CTVC: 🌎 Gas turbine gridlock #236 Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com. Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at www.thirdway.org/pace.

2025. 12. 26.

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39분
1월 2일

How AI is changing weather forecasting

Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integration. The industry has decades of satellite observations and ground measurements, making it ripe for AI-driven advancements. And it’s already happening. But how exactly does AI get used in weather forecasting, and how does it actually lead to improvements? In this episode, Shayle talks to Peter Battaglia, senior director of research at Google DeepMind’s sustainability program, which launched a new AI-powered weather forecasting model in November 2025. They cover topics like: Why precipitation is so much harder to predict than temperature How the weather industry works, with governments creating global models and private companies refining them for specific use cases What AI models can see that traditional supercomputer simulations can’t Novel sources of data like cell phones, door bells, and social media Resources: Latitude Media: Where are we on using AI to predict the weather? Latitude Media: Could AI-fueled weather forecasts boost renewable energy production? Catalyst: Specialized AI brains for physical industry Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. 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.

1월 2일

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45분
2025. 12. 11.

Can AI revolutionize EPC?

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 data centers and first-of-a-kind plants. But there’s another problem: the companies that actually build these projects — called EPC firms for engineering, procurement, and construction — often lack strong incentives to control costs or deliver on time. That’s the thesis behind Unlimited Industries, a new startup focused on using AI to develop multiple project designs upfront and reduce project risks. So what would it take to actually cut costs and shorten construction timelines? In this episode, Shayle talks to Alex Modon, co-founder and CEO of Unlimited Industries. The company recently announced a $12 million fundraise as it emerged from stealth. Shayle and Alex cover topics like: How EPC incentives and contract structures drive cost overruns Why bespoke projects prevent learning and standardization The role software and AI can play in design and risk reduction EPC Managing risks – including geopolitics, contractor reliability, and supply chains Resources: Catalyst: FOAK tales The Green Blueprint: Shortening the nuclear development cycle from decades to years Catalyst: The cost of nuclear Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.

2025. 12. 11.

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35분
1월 15일

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

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, Nat is back on Catalyst – for the fourth time – to discuss some of Shayle’s favorite slides, cherry-picked from the 200-page deck. In part one of their two-part conversation, they cover topics like: The significance of China’s rapid electrification Why the proportion of GDP spent on electricity has remained flat while oil has proven volatile The massive backlog and rising capital costs for gas turbines How current tech CapEx compares to past large-scale endeavors like the Manhattan Project and broadband build-out The extraordinary explosion of large load interconnection requests in Texas The divergence in load forecasting between grid operators and transmission providers Global drivers of electricity demand growth beyond data centers Resources Nat Bullard's 2026 presentation deck Catalyst: 2025 trends: aerosols, oil demand, and carbon removal Catalyst: 2024 trends: batteries, transferable tax credits, and the cost of capital 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.

1월 15일

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46분
2025. 11. 19.

Captura's high-stakes gamble

Back in January, Captura CEO Steve Oldham was sitting in a conference room in Hawaii, entertaining reps from the company’s first potential customer. What the customer didn’t know was that Captura’s ocean-based carbon removal pilot –the whole reason for the visit – still wasn’t working. The stakes were high. Steve’s team needed to prove they could pull off a major pilot under intense time crunch — amid broader pressure on the carbon removal sector to show it can scale reliably and fast. So what did it take to install the pilot and win over a first customer? In this episode, host Lara Pierpoint talks with Steve about Captura’s rapid scale-up from a desktop prototype to a 1,000-ton pilot. They also discuss the science behind removing CO₂ from ocean water, and the difficult decisions required to keep the company on track — including walking away from a premier industrial site and racing to rebuild the project half a world away. Credits: Hosted by Lara Pierpoint. This episode was produced by Daniel Woldorff and Erin Hardick. Anne Bailey is our senior editor. Sean Marquand is our technical director. Stephen Lacey is our executive editor. The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media’s newsletter.

2025. 11. 19.

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30분

Latitude Media is an integrated B2B news, research, and events company focused on the new frontiers of clean energy and climate technology. We go beyond the headlines to provide impactful and actionable coverage, diving deep into the trends and stories that matter most to professionals across the sector. Producers of industry-favorite climatetech podcasts: The Green Blueprint, Catalyst with Shayle Kann, and The Latitude

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Latitude Media

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PJM and ERCOT navigate a capacity rollercoaster

The path to market for new nuclear reactors

The VC case for 'full stack deeptech'

Looking for a turnaround in transmission

Who benefits from the AI power bottleneck?

The gas turbine crunch

How AI is changing weather forecasting

Can AI revolutionize EPC?

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

Captura's high-stakes gamble

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