Catalyst with Shayle Kann

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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.

  1. 1日前

    Scaling America's domestic solar supply chain

    Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up. In this episode, Shayle talks to Scott Moskowitz — VP of market strategy and public affairs at Qcells and board chair of the Solar Energy Industries Association (SEIA) — about the challenges of reshoring solar in the U.S. They cover topics like: How supply chain resilience incentivize reshoring efforts The specific state of polysilicon, wafers, cells, and module reshoring Why resource “clustering” has been a boon for Chinese solar manufacturing Industry challenges around permitting solar Why American solar remains so much more expensive per watt than Chinese solar The threat of technological obsolescence to funding solar projects Resources Catalyst: More 2026 trends: Solar costs, oil oversupply, and the startup slump Catalyst: Tumult in residential solar Open Circuit: Does residential solar have a bad product? Latitude Media: GlassPoint is back, and armed with global expansion plans Latitude Media: Tesla’s rooftop solar paradox Latitude Media: Can the US bring solar installation to below $2 per watt? 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.

    40 分鐘

  2. 3月12日

    AI scaling pathways: on grid, on edge, off grid, off planet

    As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable generation remain few and far between. In this episode, Shayle speaks with Jake Elder, senior vice president of research and innovation at Energy Impact Partners. The two colleagues dig into the four main generation solutions — on grid, off grid, on edge, and off planet – and consider the viability of each in the years to come. Shayle and Jake explore topics like: A ten year forecast: Jake’s prediction for how the global "compute pie" will get split up between these four pathways Jake’s skepticism around whether a shift towards on-device compute can scale effectively The worsening bottleneck facing on-grid connection Building “shock absorbers” into the infrastructure of off-grid data centers that enable them to maintain “five nines[a][b][c]” of reliability The feasibility of making orbital data centers affordable The logistics behind creating radiators “the size of a small town” to dissipate heat from orbital data centers Resources: Catalyst: PJM and ERCOT are navigating a capacity rollercoaster Catalyst: Will inference move to the edge? Catalyst: Who benefits from the AI power bottleneck? Open Circuit: Are investors losing faith in the AI infrastructure frenzy? Open Circuit: The White House AI power pledge: Political theater or policy? Latitude Media: The data center boom is a diesel generator boom Latitude Media: How Hitachi became a speed-to-power company Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson, Anne Bailey, and Sean Marquand. 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.

    43 分鐘

  3. 3月10日

    Frontier Forum: How VPPs earn grid-scale trust [partner content]

    Can a grid operator tell the difference between a virtual power plant and a traditional one? That’s the idea behind the Huels Test, a framework developed by EnergyHub to answer a simple but consequential question: when does a distributed fleet of customer devices become reliable enough to function like a power plant? Passing the test means more than just aggregating thermostats or batteries. It means delivering predictable, repeatable performance that utility planners and operators trust enough to rely on during system peaks. And it’s no longer theoretical. During a series of brutal winter cold snaps across the Southeast this year, Duke Energy leaned on tens of thousands of connected devices — smart thermostats, batteries, and water heaters — to help manage record-breaking winter peaks. Together, they formed a virtual power plant that the utility could dispatch when the grid was tight. In this Frontier Forum, Stephen Lacey talks with Stacy Phillips, Managing Director of Customer Load Management at Duke Energy, and Seth Frader-Thompson, president and co-founder of EnergyHub, about the spectrum of virtual power plants. They discuss how VPPs are evolving from traditional demand-response programs into operational grid resources, and what still needs to change before utilities treat them exactly like conventional power plants. This conversation was recorded live as part of Latitude Media’s Frontier Forum with EnergyHub. Watch the full video here. EnergyHub works with more than 160 utilities across North America to build and scale virtual power plants using its Edge DERMS platform. Read EnergyHub's white paper outlining the VPP maturity model and discover what VPPs can do for your grid.

    35 分鐘

  4. 3月5日

    Digging deep for super hot geothermal

    Despite its ability to deliver ample carbon-free energy, the potential of geothermal and EGS is limited by the number of drilling sites close enough to the earth’s surface. But a few pioneering companies have landed on a potential solution: dig way deeper. In this episode, Shayle speaks with Carlos Araque, the founder of Quaise Energy. The company has developed millimeter-wave drills to vaporize rock, allowing them to dig up to twelve miles underground in search of water around 800 degrees Fahrenheit. That super hot and "supercritical" water packs a huge punch: ten times more energy density than traditional geothermal. Shayle and Carlos explore a range of topics, including: Why 800 degree water is the “ideal” temperature for deep geothermal How "activating" permeability in deep rock differs from traditional fracking The state of Quaise’s Oregon project pilot, including their goal of a commercial-grade flow test by the end of 2026 How the LCOE of super hot geothermal compares to traditional baseload energy sources Resources Catalyst: How geothermal gets built Open Circuit: Is this geothermal’s breakout moment? Latitude Media: Armed with $115 million, geothermal startup Zanskar gets ready to build Green Blueprint: Sage Geosystems’ bet on geothermal energy storage Latitude Media: Fervo’s Tim Latimer is ‘bullish’ on DOE funding for geothermal 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.

    36 分鐘

  5. 2月25日

    Volts crossover: Six big energy questions

    They’re at it again. Two years after they last teamed up for a Volts/Catalyst crossover episode, David Roberts joins Shayle for another far-ranging conversation exploring the future of energy. Their prompt was simple: Each host brought three critical questions they want to see answered in the next decade. From “data center fever” to closed-loop critical mineral economics, Shayle and David take the opportunity to dive deep into a myriad of second-order effects of the clean energy transition. In the hour-long conversation, the two hosts cover topics including: The coming explosion of self-driving cars, and whether it will fuel urban sprawl The feasibility of "electrifying everything” and whether a proliferation of “micro-DERs” in home devices will create create a more efficient grid or a software-fueled dystopia The future of off-grid data centers Whether the pros of geoengineering and solar radiation modification, or SRM, outweigh the potential moral hazards Resources: Catalyst: The Volts crossover episode Catalyst: The plug-in DER case for small businesses Catalyst: AMA: Geoengineering, nuclear, power prices, and more Open Circuit: Tesla’s fork in the road Latitude Media: The growing free-market push to let data centers go off grid 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.

    1 小時 5 分鐘

  6. 2月19日

    The rise of grid power electronics with Drew Baglino

    For decades, the physical equipment underpinning the electric grid has remained largely unchanged: passive, "dumb" devices installed as far back as the 1970s that lack much real-time control. But today, in the face of skyrocketing energy demand, a new class of technologies has emerged. In this episode, Drew Baglino, the founder and CEO of Heron Power, returns to the show to discuss his company’s new generation of solid-state transformers, or SSTs. After a 17-year career at Tesla — where he led energy and powertrain development — Drew is now focused on replacing the grid’s aging infrastructure with these advanced power electronics. Shayle and Drew take a deep dive into the history of the power transistor, and then explore how the SST has the potential to transform the grid into a highly optimized and intelligent machine. They cover topics like: The evolution of power electronics Why we still haven’t fixed the transformer shortage How Heron Power’s SSTs remove legacy transformers and switches to create a substantial uplift for project developers The potential to remove 70% of traditional electrical equipment at data centers by distributing power directly to the rack Why Drew thinks SSTs offer a "pathway toward affordability" Resources Catalyst: Drew Baglino on Tesla’s master plan Latitude Media: Inside Heron Power’s plan to transform the grid Catalyst: Understanding the electric transformer shortage Open Circuit: The grid resilience dilemma Latitude Media: These Autogrid alums want to change how data centers use power 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.

    50 分鐘

  7. 2月12日

    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.

    40 分鐘

  8. 2月5日

    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.

    35 分鐘
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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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