Catalyst with Shayle Kann

Latitude Media
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Catalyst with Shayle Kann

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. -3 J

    TEA breakdown: green ammonia and synthetic methane

    Shayle and his team at Energy Impact Partners (EIP) review a lot of climate-tech pitches. The best kind of pitch uses a solid techno-economic analysis (TEA) to model how a technology would compete in the real world. In a previous episode, we covered some of the ways startups get TEAs wrong — bad assumptions, false precision, focusing on parts instead of the system, etc. So what does a good TEA look like?  In this episode, Shayle talks to his colleagues, Dr. Melissa Ball, EIP’s associate director of technology, and Dr. Greg Thiel, director of technology. They apply their TEA chops to two technology pathways — green ammonia and synthetic methane. EIP hasn’t invested in either area yet because both struggle with challenging economics. Shayle, Greg, and Melissa talk about what would have to change to make those economics work, covering topics like: The basics of ammonia and methane production The cost stack of ammonia production and the surprisingly large role transportation plays The challenges of integrating ammonia production with renewables, like buffering hydrogen Novel approaches to ammonia synthesis, including scaling down the existing process, lower temperature, and pressure Recommended resources U.S. Department of Energy: Clean Hydrogen Commercial Liftoff Catalyst: Ammonia: The beer of decarbonization Catalyst: Climate tech startups need strong techno-economic analysis Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    42 min

  2. 14 NOV.

    Getting heat pumps right

    Oh, the heat pump — a climate tech darling that still hasn’t hit the big time yet. One challenge for heat pumps is that the customer experience can be difficult, involving a complex installation process, poor installation jobs, and even technicians that don’t want to sell you one. What’s it going to take to get heat pumps right?  In this episode, Shayle talks to Paul Lambert, founder and CEO of the heat-pump company Quilt. They talk through the nuts and bolts of the customer experience and how to improve it. (Shayle and Energy Impact Partners invest in Quilt). They cover topics like: Why many technicians are ambivalent or resistant to selling heat pumps The cost stack for heat pumps, including the surprising cost of materials The complex labor involved that ratchets up the total price of installation Lessons from other industries, such as solar and auto Whether users actually save money on heat pump installations The challenges of vertical integration of the value chain Recommended resources Latitude Media: We have more data on the energy benefits of heat pumps — and they’re big Catalyst: Ramping up the pace of home electrification Catalyst: Unleashing the magic of heat pumps Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com.= On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    43 min

  3. 7 NOV.

    Fixing the refrigerant problem

    The bad news: The refrigerants we use in air conditioners, fridges, and vehicles absorb hundreds to thousands of times more heat than carbon dioxide does. The good news: We’re in the middle of a global effort to replace them with lower impact alternatives.  Will we replace them fast enough to hit climate targets? And in the meantime, can we prevent them from leaking into the atmosphere? In this episode, Shayle talks to Ian McGavisk, senior advisor at RMI for carbon-free buildings. An industry veteran, he recently co-authored a report on recovering residential AC refrigerants in the U.S., which have the carbon equivalent of 1.7 million cars. (Ian also works in business development at Transaera. Energy Impact Partners, where Shayle works, invests in Transaera.). Shayle and Ian cover topics like: The sources of emissions in the refrigerant lifecycle  The economics of recovering and reclaiming refrigerants Alternatives with low global warming potential and their tradeoffs, such as efficiency, flammability and concerns about forever chemicals Recommended resources RMI: Refrigerant Reclamation Project Drawdown: Refrigerant Management Project Drawdown: Alternative Refrigerants EPA: Transitioning to Low-GWP Alternatives in Commercial Refrigeration UN Environmental Programme: Montreal Protocol On Substances That Deplete The Ozone Layer, Report Of The Technology And Economic Assessment Panel, May 2024  Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    30 min

  4. 31 OCT.

    Why climate tech startups get this one thing wrong

    This might be our wonkiest topic yet: Techno-economic analysis, or TEA.  Before a startup proves its technology is commercially viable, it models how a technology would work. These TEAs include things like assumptions about inputs, prices, and market landscape. They help investors and entrepreneurs answer the question, will this technology compete? TEAs are important to the success of an early-stage climate-tech company. And a lot of startups get them wrong. As an investor at Energy Impact Partners (EIP), Shayle and his team see a lot of TEAs—and have some pet peeves. So what can startups do to improve their TEAs? This episode is a re-run from October 2023. We’re making a new episode on TEAs soon – stay tuned. But to start, we’re running this episode as a way to set up our next one. In this episode, Shayle talks to his colleagues Dr. Greg Thiel, EIP’s director of technology, and Dr. Melissa Ball, EIP’s associate director of technology. They cover topics like: Bad assumptions about things like levelized cost of production  Focusing on a component instead of a system Focusing on unhelpful metrics Using false precision—something Shayle calls “modeling theater” Recommended Resources: Activate: Techonomics: Establishing best practices in early stage technology modeling Department of Energy: Techno-economic, Energy, & Carbon Heuristic Tool for Early-Stage Technologies (TECHTEST) Tool National Renewable Energy Laboratory: Techno-Economic Analysis Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    50 min

  5. 24 OCT.

    The unexplored frontier of methane removal

    We capture concentrated methane emissions from point sources like dairy barns, landfills, and coal mines. Mitigating methane emissions is essential to hitting net-zero targets, but could we capture diluted gasses straight from the atmosphere, too?  In this episode, Shayle talks to Dr. Gabrielle Dreyfus, Chief Scientist at the Institute For Governance & Sustainable Development, about a National Academy of Sciences report on the unexplored area of methane removal. Gabrielle chaired the committee behind the report. Shayle and Gabrielle cover topics like: Why methane removal may be critical to addressing methane from hard-to-abate sources, like enteric emissions and tropical wetlands Key differences between methane removal and carbon dioxide removal How reducing methane in the atmosphere may also reduce its atmospheric lifetime  Technological pathways, including reactors, concentrators, surface treatments, ecosystem uptake enhancement, and atmospheric oxidation enhancement The potential for combining methane and carbon dioxide removal in direct air capture Recommended resources Catalyst: Why are we still flaring gas? Catalyst: Mitigating enteric methane: tech solutions for solving the cow burp problem Catalyst: Why methane matters Latitude Media: A look under the hood of EDF’s methane detection satellite Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    43 min

  6. 22 OCT.

    Frontier Forum: An energy-first approach to data centers

    AI is enabling a multitude of solutions across power, industry, and transportation. But AI energy demands are increasingly stressing the electric grid — creating a bottleneck for growth and new challenges for clean energy supply. The mounting tension highlights the need for an energy-first approach to computing.  Developer Crusoe is building AI infrastructure that takes advantage of clean energy to power workloads for AI modeling. Likewise, Nvidia, Crusoe’s primary GPU supplier, has been consistently improving the energy efficiency of its GPUs. Both demonstrate the innovation that’s happening in the marketplace to create a 'climate-aligned cloud' for customers.    In the AI era, how do you build data centers with an energy-first approach? In this Frontier Forum, Stephen Lacey explores all sides of the AI-energy nexus with talks with Chase Lochmiller, the co-founder and CEO. They discuss innovations in data center design, why the energy demands of AI could be higher than projected, and why that shouldn't scare us. Chase Lochmiller will be speaking at Latitude Media’s Transition-AI conference on December 3rd in Washington, DC. Get your tickets here.

    27 min

  7. 17 OCT.

    The complex path to market for low-carbon cement

    Getting the construction industry to try a novel form of cement is like turning a giant ship. It’s hard to redirect the immense momentum behind existing ways of doing business, especially involving cement, the most energy-intensive ingredient in concrete. Industry insiders point to tight margins, concerns about messing with the ingredients that literally hold up buildings, and the long list of stakeholders will agree to try a new material.  So how do you get a risk-averse construction supply chain to try decarbonized cement? In this episode, Shayle talks to Leah Ellis, CEO and co-founder of Sublime Systems, a company that recently landed its first commercial deployment of decarbonized cement. (Shayle is an investor in Sublime). Shayle and Leah cover topics like: The long list of parties involved in a single pour of concrete Why the green premium is a burden for margin-squeezed contractors but “budget dust” for the building buyer How to align stakeholders, once there's buy-in from financers How a book-and-claim system could work for decarbonized cement How major concrete consumers, like governments, can create demand  Why the boom in data center construction creates a window of opportunity for decarbonized construction materials Recommended resources Catalyst: Pathways to decarbonizing steel Catalyst: Fixing cement’s carbon problem Latitude Media: With climate venture capital down, industrial investments had a ‘breakout year’ in 2023 Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    40 min

  8. 10 OCT.

    Unpacking China’s cheap battery costs

    Chinese battery companies are manufacturing the cheapest cells in the world right now, and it’s not just because of cheap labor and state subsidies. They’ve streamlined the process in a way that has industry experts wondering how international competitors can ever catch up. In this episode, Shayle talks to James Frith, principal at the battery investment firm Volta Energy Technologies. He argues that there are multiple factors behind Chinese manufacturers’ efficiency and speed, like the know-how to operate plants with high yields, easy access to suppliers, and ability to squeeze margins to near zero. Shayle and James cover topics like: The confluence of overcapacity, softening demand, and low commodity prices that could result in a “bloodbath” of market consolidation in China Why the low cell prices on the spot market hit stationary storage harder than EVs Cost drivers of cell manufacturing, like labor, power, and environmental regulations What Western companies can learn from China’s cheap prices Why James is bullish on partnerships between Chinese and Western companies  Recommended resources Latitude Media: How Northvolt’s bet on lithium metal batteries fell apart Latitude Media: A summer of ups and downs in the battery sector Latitude Media: DOE designates $3 billion for the advanced battery supply chain Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year’s conference using the code LMPODS10. Register today here!

    47 min
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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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