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23 episodes
Catalyst with Shayle Kann
by Latitude Media · English
A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.
Latest episodes
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The insider’s playbook for new nuclear projects
How to get new nuclear projects built in the U.S., arguing the main bottleneck isn’t reactor design but project development and capital formation (site selection, community acceptance,…
12 Nov 2026 · 44m · 14 chaptersThe global geopolitics of nuclear fuel
The global geopolitics of nuclear fuel, focusing on the uranium nuclear fuel cycle (mining to enrichment to fabrication), why uranium prices have surged, and where supply-chain bottlenecks and…
5 Nov 2026 · 36m · 12 chaptersThe new landscape for gas turbines
The episode analyzes the “new landscape” for gas turbines powering the energy transition, focusing on why major OEMs (GE Vernova, Mitsubishi Power, Siemens Energy) are sold out, how long lead times…
29 Oct 2026 · 32m · 11 chaptersThe battery boom behind the AI buildout [partner content]
How battery storage moved to the center of the AI/data-center power buildout, driven by hyperscalers’ demand for “any power,” power-quality needs, and the economics of power as the main data-center…
27 Oct 2026 · 30m · 15 chaptersBTM data centers’ looming methane surge
Data centers’ behind-the-meter natural gas generation could trigger a major methane surge.
22 Oct 2026 · 32m · 20 chaptersCan natural gas supply handle the AI boom?
Whether natural gas supply and pipeline deliverability can handle AI-driven data center load growth, especially “behind-the-meter” gas generation, and how this interacts with LNG demand, regional…
15 Oct 2026 · 36m · 15 chaptersThe truth about data center water usage
The episode argues that today’s data center water use is often misunderstood because it depends more on cooling and heat-rejection design choices than on whether servers use liquid cooling.
8 Oct 2026 · 44m · 17 chaptersERCOT batteries: boom, bust, or rebound?
The episode explains ERCOT’s grid-scale battery boom-and-bust cycle.
1 Oct 2026 · 38m · 13 chaptersThe rush for clean, on-site power [partner content]
How a constrained U.S. power grid and surging electricity demand (especially from data centers, plus semiconductor and other industrial buildouts) are driving a “rush” toward clean, on-site,…
28 Sep 2026 · 31m · 16 chaptersAnduril's vision for powering maritime defense
How Anduril (Andrel/Anduril referenced) thinks about energy for autonomous maritime defense—especially undersea robots—covering propulsion vs onboard power, battery packaging, certification, and…
24 Sep 2026 · 32m · 11 chaptersAMA: Fuel cells, geopolitics, and the solar growth curve
A rapid “AMA” with Catalyst host Shayle Kann (Energy Impact Partners) and producer Max Savage-Levinson covering 2026 energy-market shifts: data center backlash, Iran war/EV impacts, Europe’s…
17 Sep 2026 · 23m · 8 chaptersDo data centers actually increase electricity prices? No...and yes
Whether data centers increase electricity prices. The episode argues the answer is “no and yes” depending on whether you look locally (within a utility territory) or globally (systemwide macro…
10 Sep 2026 · 42m · 15 chaptersWhat comes after the data center backlash?
The episode examines the “data center backlash” and what comes next—whether communities’ specific grievances can be fixed, and how generalized opposition to AI/tech affects permitting and future…
3 Sep 2026 · 48m · 14 chaptersThe rise of metal fuels
The episode argues that “metal fuels” using aluminum can replace diesel generators for backup power and grid flexibility, especially for data centers and remote/off-grid defense use.
27 Aug 2026 · 40m · 12 chaptersCan AI revolutionize grid operations?
Whether AI can revolutionize utility grid planning and operations, especially for interconnection studies and reliability as load (e.g., data centers) grows.
20 Aug 2026 · 39m · 12 chaptersIs now the time for DERs to scale? [re-published]
Whether distributed energy resources (DERs) are finally ready to scale, arguing the “time is right” because the grid now has major bottlenecks and operators are increasingly dispatching DERs as…
13 Aug 2026 · 42m · 15 chaptersCritical Capital: Senator Tillis' case for "all-of-the-above" energy
Senator Tom Tillis argues the U.S. energy transition is being derailed by partisan “whiplash,” and makes a case for “all-of-the-above” power: renewables plus natural gas, wind, solar, and continued…
11 Aug 2026 · 31m · 15 chaptersThe electrician shortage slowing the AI boom
The episode argues that the electrician shortage is a major bottleneck slowing data-center (and thus AI) infrastructure growth, raising costs and delaying schedules, while developers also face…
6 Aug 2026 · 35m · 12 chaptersThe commercial battery comeback
Why commercial & industrial (C&I) battery storage is poised for a comeback, after years of lagging behind residential and utility-scale storage; what changed in economics, revenue streams, costs, and…
30 Jul 2026 · 44m · 22 chaptersThe multi-billion dollar promise of vehicle-to-grid integration
Vehicle-to-grid (V2G) integration—how bidirectional EVs could turn idle car batteries into grid capacity, and what must change for real consumer and utility value beyond pilots.
23 Jul 2026 · 35m · 16 chaptersWhen will quantum computing have its breakout moment?
The episode asks when quantum computing will reach its “breakout moment,” what “quantum advantage” really means, and which applications could arrive first.
16 Jul 2026 · 40m · 13 chaptersInside the AI power wars
How AI data-center power strategies differ across hyperscalers and AI labs, why “behind-the-meter” generation is accelerating, and which technologies (gas turbines, reciprocating engines, fuel cells,…
9 Jul 2026 · 44m · 13 chaptersInside the most sophisticated plan for solar geoengineering
Solar radiation management/solar geoengineering—how a private company, Stardust, proposes a “shielding layer” of reflective particles in the stratosphere to cool Earth, with emphasis on safety…
1 Jul 2026 · 38m · 15 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy