Catalyst with Shayle Kann

Latitude Media
  • 5,0 (241)
  • ТЕХНОЛОГИИ
  • ЕЖЕНЕДЕЛЬНО
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. -21 Ч

    Are utilities ready to fully harness demand flexibility? [partner content]

    When it comes to decarbonization planning, utilities tend to focus heavily on the supply side. But they may be overlooking one of their most powerful tools for managing a cleaner grid — demand flexibility. Demand response and time-varying rates have been in use for decades. But many utilities still haven't fully embraced demand flexibility in their planning. As utilities push toward higher penetrations of renewable energy, the ability to shift demand becomes increasingly vital for maintaining grid stability.  The challenge? It requires a fundamental shift in mindset: from controlling power plants with knobs and dials to empowering customers through smart rate design. "For years and years and decades and decades, the utilities' incentive has been to sell customers more of their product," says Scott Engstrom, chief customer officer at GridX. "But this idea of much more targeted demand flexibility as a requirement to manage a grid dominated by intermittent renewable resources is quite new." In this episode, produced in partnership with GridX, Scott Engstrom talks with Stephen Lacey about why demand flexibility deserves more attention — and how utilities can better harness it as they transition to cleaner energy. Learn more about how GridX delivers detailed analytics for time-of-use rates, helping utilities harness grid flexibility as part of their decarbonization efforts.

    31 мин.

  2. -5 ДН.

    2025 trends: aerosols, oil demand, and carbon removal

    Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.  In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topics like: Accidental solar geoengineering and the state of aerosols The United States’ record-setting fossil fuels exports Whether Chinese oil demand is peaking Conflicting indicators for the state of ESG investing Whether you can have too many carbon removal startups Recommended resources Catalyst: Putting a halt to geoengineering — by accident Catalyst: 2024 trends: batteries, transferable tax credits, and the cost of capital  Catalyst: 2023 trends: biomass, ESG, batteries and more 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 Antenna Group, the public relations and strategic marketing agency of choice for climate and energy 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.

    36 мин.

  3. 23 ЯНВ.

    The climate-ag grab bag

    Here’s a three-part puzzle for global agriculture: How do you increase calories for a growing population, while zeroing out emissions and minimizing land usage? The stakes are enormous. According to the UN, the world has to feed an estimated 9.8 billion people by 2050. But agriculture currently accounts for about a third of global carbon emissions and is driving the conversion of important ecosystems – like rainforest and grasslands – into farmland. Converting land is especially problematic because it releases additional carbon into the atmosphere. So what do we do about it? In this episode, Shayle talks to journalist Mike Grunwald, who recently penned a defense of industrial agriculture in The New York Times. He’s also the author of the upcoming book “We Are Eating the Earth: The Race to Fix Our Food System and Save Our Climate.” Shayle and Mike cover topics like: The drawbacks of industrial agriculture, like the overapplication of fertilizer and the mistreatment of animals and employees Why calories per acre need to grow substantially to feed a growing global population Why minimizing land usage through industrial agriculture may cut more emissions than alternative methods of farming like regenerative agriculture Why feed additives are not as important as the land efficiency of beef production Potential solutions, like biofertilizers, cultivated meat, and addressing food waste Why vertical farming requires too much electricity to be viable Recommended resources Simon & Schuster: We Are Eating the Earth: The Race to Fix Our Food System and Save Our Climate The New York Times: Sorry, but This Is the Future of Food Canary Media: Why vertical farming just doesn’t work Reuters: Fertiliser ban decimates Sri Lankan crops as government popularity ebbs Catalyst: Mitigating enteric methane: tech solutions for solving the cow burp problem Catalyst: From biowaste to ‘biogold’ 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 Antenna Group, the public relations and strategic marketing agency of choice for climate and energy 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.

    41 мин.

  4. 16 ЯНВ.

    FOAK tales

    First-of-a-kind projects need infrastructure investment, the kind of money that costs less than venture capital and usually comes in the form of deals worth tens or hundreds of millions of dollars. But infrastructure investors are notoriously conservative and convincing them to bite can be challenging.  So what do infrastructure investors really want? In this episode, Shayle talks to Mario Fernandez, head of Breakthrough Energy’s FOAK finance program. It has worked with companies like Rondo, Form Energy, and Lanzajet to overcome challenges on the path to infrastructure investment. Coincidentally, the program is also called Catalyst (no relation to our show). Mario and Shayle talk about the journey from lab-proven technology to a fully de-risked infrastructure investment, covering topics like: Why investors want to see a path to multiple, repeatable projects Mario’s prescription for a scale-up path: pilot, demo, and FOAK project The difficulty of following that path on a limited financial runway The commercial construct and the tension between negotiating a flexible offtake and securing a customer Developing the right capital stack and accurately estimating capital needs Recommended resources The Green Blueprint: Rondo Energy’s complicated path to building heat batteries CTVC: Venture to Project Finance Duolingo Catalyst: Financing first-of-a-kind climate assets 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 Antenna Group, the public relations and strategic marketing agency of choice for climate and energy 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.

    58 мин.

  5. 9 ЯНВ.

    Making DERs work for load growth

    To meet AI-driven load growth utilities and big tech companies have been building — or reopening — big power plants. Georgia Power, for example, is planning to expand its fleet of natural gas plants. And Microsoft signed a deal last September to re-open Pennsylvania's Three Mile Island nuclear plant But could we meet a portion of that load growth with distributed energy resources? Pier LaFarge thinks so.  In this episode, Shayle talks to Pier, co-founder and CEO of Sparkfund. (Energy Impact Partners, where Shayle is a partner, invests in Sparkfund). DERs can come online much faster than large, centralized generation, Pier argues. He makes the case that utilities are especially well-positioned to lead what he calls “distributed capacity procurement” (DCP) of customer-sited solar, storage, and other assets. Shayle and Pier cover topics like: How host agreements work, using utility-owned assets sited at customer locations How the effective load carrying capability (ELCC) of DERs compares to large, centralized power plants The relationship between DCP and VPPs The key tradeoff of DCP: DERs are faster to build, but cost more and have lower ELCC than large, centralized plants Who should pay for those higher costs? Why vertically-integrated utilities are best-positioned to take advantage of the value DCP creates for capacity, distribution, and transmission The limitations of DCP at a systems level Recommended resources Latitude Media: Can distributed energy answer AI’s power problem? Latitude Media: Jigar Shah: It’s time for VPPs to get simpler 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 Antenna Group, the public relations and strategic marketing agency of choice for climate and energy 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.

    40 мин.

  6. 2 ЯНВ.

    Lithium’s wild ride

    If you’ve followed global lithium prices over the past few years, you know what a wild ride it’s been. Chinese spot prices shot to record highs in 2022 and then came crashing back down by 2024 — with big consequences for batteries and EVs that depend on the mineral.  So what happened? And what could happen next, especially as EV sales have been slower than expected? In this episode, Shayle talks to Ernest Scheyder, author of “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives” and senior correspondent at Reuters. They walk through the basics of lithium production and the recent timeline of key events affecting the industry, covering topics like: Why more of the world’s lithium comes from hard rock spodumene than salt brines How lithium is not one commodity at one price, but actually a variety of forms of the mineral at different prices Lithium’s shift from a niche industry serving nuclear and pharmaceutical supply chains to a global force supplying the battery transition The current oversupply, driven by Chinese producers that operate at a loss, and the western companies that are trying to challenge them Chile’s efforts to nationalize its lithium industry and shift to direct lithium extraction, which has not worked at commercial scale Recommended resources Simon & Schuster: The War Below: Lithium, Copper, and the Global Battle to Power Our Lives Latitude Media: Are things about to turn around for the U.S. battery sector? Catalyst: The EV market’s awkward teenage years 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 Antenna Group, the public relations and strategic marketing agency of choice for climate and energy 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.

    38 мин.

  7. 26.12.2024

    Drew Baglino on Tesla’s Master Plan

    Editor’s note: For the holiday break, we’re bringing you one of our most popular episodes of the year — a conversation about Tesla’s Master Plan 3 with Drew Baglino, who stepped down as the company’s senior vice president for powertrain and energy in April. Tesla’s Master Plan Part 3 lays out the company’s model for a decarbonized economy — and makes the case for why it's economically viable. It outlines a vision for extensive electrification and a reliance on wind and solar power.  In this episode, Shayle talks to one of the executives behind the plan, Drew Baglino, who was senior vice president for powertrain and energy at Tesla until April when he resigned. In his 18 years at Tesla he worked on batteries, cars, and even Tesla’s lithium refinery. Shayle and Drew cover topics like: Why Drew isn't sure that AI-driven load growth “is going to be as dramatic as people think” Drew’s optimism about the U.S.’ ability to build out enough transmission for decarbonization How to deal with the high rates of curtailment and what to do with that excess power Meeting the material requirements of decarbonization and Drew’s experience with permitting Tesla facilities  Recommended Resources: Tesla: Master Plan Part 3 CNBC: Tesla execs Drew Baglino and Rohan Patel depart as company announces steep layoffs The Carbon Copy: AI's main constraint: Energy, not chips Catalyst: Understanding the transmission bottleneck 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.

    1 ч. 5 мин.

  8. 19.12.2024

    Scaling low-carbon products with book and claim systems

    A mismatch between suppliers and buyers is making it hard to grow the supply of low-carbon products like cement, steel, and sustainable aviation fuel (SAF). If you want to produce a product like SAF, you want to find the cheapest place to do it — someplace where there’s cheap, low-carbon hydrogen, for example. But the buyers who have the incentive and money to pay for those products might be halfway across the world. Or say you’re a supplier of a low-carbon building material. Risk-averse contractors with tight margins may hesitate to pay a green premium — even if the final buyer of the building might be willing to pay extra to cut emissions. So how do you bridge the gap between the buyers and sellers of low-carbon products? In this episode, Shayle talks to Adam Klauber, vice president of sustainability and digital supply chain at World Energy, a low-carbon fuels company. They talk about book and claim, a system to separate the environmental attribute (avoided emissions) from the physical good (e.g. fuel). It’s a system that developed in the power sector as renewable energy credits (RECs) and is now spreading to SAFs and other industries. Shayle and Adam cover topics like:  Book and claim versus other systems of tracking environmental attributes, such as mass-balance and physical chain-of-custody Lessons from the most mature book and claim systems, like RECs and SAF Key challenges like double counting the interoperability of digital registries and certification  Other industries where book and claim may develop like maritime, trucking, steel, cement, and chemicals Recommended resources Roundtable On Sustainable Biomaterials: RSB Book & Claim Manual World Economic Forum: The Clean Skies for Tomorrow Sustainable Aviation Fuel Certificate (SAFc) Framework Sustainable Supply Chain Lab: Decarbonizing the Air Transportation Sector: New greenhousegas accounting and insetting guidelines for sustainable aviation fuel Maersk Mc-Kinney Møller Center for Zero Carbon Shipping: MaritimeBook & Claim RMI: Structuring Demand for Lower-Carbon Materials: An Initial Assessment of Book and Claim for the Steel and Concrete Sectors Catalyst: The complex path to market for low-carbon cement 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.

    38 мин.
См. все (175)

Трейлер

Ведущие и гости

5
из 5
Оценок: 241

Об этом подкасте

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.

Информация

  • Канал
    Latitude Media
  • Автор
    Latitude Media
  • Годы выхода
    2021 - 2025
  • Выпуски
    175
  • Авторские права
    © Latitude Media
  • Сайт подкаста
    Catalyst with Shayle Kann

Еще от провайдера «Latitude Media»

Вам может также понравиться

Чтобы прослушивать выпуски с ненормативным контентом, войдите в систему.

Следите за новостями подкаста

Войдите в систему или зарегистрируйтесь, чтобы следить за подкастами, сохранять выпуски и получать последние обновления.
Выберите страну или регион

Африка, Ближний Восток и Индия

Азиатско-Тихоокеанский регион

Европа

Латинская Америка и страны Карибского бассейна

США и Канада