Catalyst with Shayle Kann

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 episod...

Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and inspections to operate. At the same time, however, a new category has emerged: small, "plug-in" batteries that don’t require an electrician or complex installation, let alone a permit.  In this episode,...

We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we recommend you go back and listen to Part 1, which was released last week. In this episode, Shayle and Nat shift their focus from data centers to exploring other intriguing trends found in the data that Na...

In 2024, Tom Burton described the clean energy transition as entering its “third inning” — a phase defined by execution and scale. A year later, the game looks very different. In this episode, produced in partnership with Mintz, Stephen Lacey sits down with Burton to revisit that framework and assess the state of play for U.S. energy infrastructure heading into 2026.  Burton, who chairs Mintz’s su...

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: Th...

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...

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 fo...

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 Br...

Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications become more latency-sensitive (autonomous vehicles, anyone?), there‘s another pathway: migrating a portion of inference from centralized computing to the edge. Instead of a gigawatt-scale data center in a...

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 stro...

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-a...

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...

Across the country, people are asking the same question: why is it so hard to build in America? From transmission lines to clean energy factories, projects are taking longer, costs are rising, and frustration is growing. But in New Mexico, two cabinet secretaries are trying to show that it doesn’t have to be this way. Together, Economic Development Secretary Rob Black and Environment Secretary Jim...

A few years ago, industry and political leaders embraced hydrogen as a solution to a laundry list of hard-to-abate decarbonization challenges — steel production, ammonia production, and more. But hydrogen failed to come down in costs and policymakers pulled back support. Ultimately, the bubble burst.  So what does it take to drive down the costs of low-carbon hydrogen and rebuild momentum? In this...

A big problem with using artificial intelligence to discover new materials? It struggles to predict beyond its training data. That means AI might be better at optimizing known materials than discovering entirely new ones — like a room temperature superconductor or carbon-capture sorbents.  But since we last covered the topic in September 2024, a few things have changed. OpenAI released its powerfu...

Last Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to consider rulemaking to fast-track interconnection for large loads — as long as they agree to be curtailable or colocate with dispatchable generation. So what does this proposal actually mean for interconnection?  In this episode, Shayle talks with Allison Clements, former FERC commissioner and current...

We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the error bars around our demand for electricity to the lineup of technologies vying to meet that demand.  In this episode Shayle talks to his colleague Andy Lubershane, head of research and partner at Energy...

As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink where power comes from. In this episode, KR Sridhar, CEO of Bloom Energy, lays out a radically different vision. He believes that many data centers will ultimately operate like refineries — powered by...

In the climate space, every idea sits somewhere along the hype continuum. Some command outsize attention. Others fly under the radar despite big potential. And a rare few hit the sweet spot, earning exactly the buzz they deserve. But how do you tell which is which? In this episode, Shayle teams up with Akshat Rathi, senior reporter for climate at Bloomberg News and host of the Zero podcast, to sor...

Jamie Daggett started his career as a mechanical engineer working for cleantech startups in Silicon Valley. But after five startups and three buyouts, Daggett saw the same story repeat itself: good technologies that worked in the lab often died before reaching commercial scale.  And often they didn’t fail because the science was wrong; they failed because investors couldn’t trust that the performa...

Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, owns, and operates residential batteries — a vertical integration strategy that CEO Zach Dell says is the “magic” to beating utility-scale batteries on CapEx. The company also acts as an electricity retailer and sells generation...

After the failure of federal climate legislation in 2010, clean energy advocates realized they had to look elsewhere for momentum. The result was a shift toward states and regional markets — and the creation of Advanced Energy United, a trade group built to make policy progress outside of Washington. Today, that strategy is more important than ever. With the federal government rolling out new regu...

Demand response was the original distributed energy resource. In its early days, it was surprisingly manual: a grid operator would call up a large load, like a factory, and request a few hours of reduced demand during peak times. Fast forward to today and DERs look dramatically different. They’re automated, deployed frequently across the country, and include everything from EVs and thermostats to...

Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts as field cover to improve soil health. And industry uses a fraction of this biomass as feedstock for valuable products like ethanol, electricity, and heat. Theoretically, it’s a vastly underutilized res...

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But DERs never took off, at least not at the scale that many hoped for. They had high price tags and short track records compared to the existing substations, transmission lines, and generation options  t...