Episodes
Six years of tape. Every episode is checked claim by claim and playable.
40 episodes in 2026
🎙CATALYST
43m Do data centers actually increase electricity prices? No...and yes
Host Shayle Kann and energy researcher Andy Lubershain examine whether data centers increase electricity prices, demonstrating that while structured local tariffs often protect or lower reta…
14 statements 5 featured 3 assessments
🎙CATALYST
48m What comes after the data center backlash?
In this episode of Catalyst, host Shayle Kann and energy executive Brian Janous analyze the escalating community, economic, and political backlash against data center development across the …
16 statements 5 featured 3 assessments 1 contradicted
🎙CATALYST
41m The rise of metal fuels
Host Shail Khan interviews Voya Energy CEO Richard Wang to examine how solid aluminum electrochemical generators can displace diesel engines across data centers, electric utilities, and defe…
21 statements 6 featured 12 assessments
🎙CATALYST
40m Can AI revolutionize grid operations?
Host Shayle Kann interviews ThinkLabs CEO Josh Wong to explore how physics-informed artificial intelligence can resolve legacy utility bottlenecks, compress grid interconnection timelines, a…
16 statements 5 featured 2 assessments
🎙CATALYST
31m Critical Capital: Senator Tillis' case for "all-of-the-above" energy
In this episode of Critical Capital, host Alfred Johnson interviews outgoing North Carolina Senator Tom Tillis on dismantling partisan polarization in energy strategy, advancing an authentic…
18 statements 6 featured 4 assessments
🎙CATALYST
35m The electrician shortage slowing the AI boom
Host Shail Khan and Compass Data Centers executive Raymond Hawkins explore how skilled electrical labor shortages and local community pushback constrain the AI infrastructure boom, outlining…
12 statements 3 featured 2 assessments 1 contradicted
🎙CATALYST
45m The commercial battery comeback
Host Shayle Kann and energy executive Tim Hade explore the resurgence of commercial and industrial battery storage, analyzing how falling hardware costs, AI-driven soft cost reductions, risi…
14 statements 5 featured 6 assessments
🎙CATALYST
35m The multi-billion dollar promise of vehicle-to-grid integration
Host Shayle Khan and energy expert Steve Letendre explore the multi-billion dollar potential of vehicle-to-grid integration, examining the technology, economics, battery health, and financin…
15 statements 5 featured 10 assessments
🎙CATALYST
39m When will quantum computing have its breakout moment?
In this episode of Catalyst, host Shayle Kann and Hyperion Research analyst Bob Sorenson examine the technological maturity, error-correction hurdles, algorithmic challenges, and market dyna…
16 statements 5 featured 3 assessments
🎙CATALYST
44m Inside the AI power wars
Host Shayle Kann and SemiAnalysis analyst Jeremy Eliahu-Ontiveros dissect the fierce race among tech hyperscalers, frontier AI labs, and chipmakers to secure massive electric power supplies …
23 statements 10 featured 9 assessments
🎙CATALYST
38m Inside the most sophisticated plan for solar geoengineering
In this episode of Catalyst, Shayle Kann interviews Stardust CEO Yanai Yedvab about the company's engineering of proprietary reflective particles for solar geoengineering. They discuss the t…
12 statements 4 featured 3 assessments 1 contradicted
🎙CATALYST
31m How data centers are complicating transmission expansion
Host Shayle Kann and reporter Maeve Allsup explore how surging data center power demand is complicating high-voltage transmission expansion across the United States. Focusing on the controve…
6 statements 3 featured 3 assessments
🎙CATALYST
37m Enter the electric supercycle
In this episode of Catalyst, host Shayle Kann and Energy Impact Partners Head of Research Andy Lubershane analyze the 'electric supercycle,' exploring how self-reinforcing electrotech flywhe…
13 statements 4 featured 6 assessments
🎙CATALYST
35m How China is reshaping the global auto market
Host Shayle Kann and automotive expert Michael Dunne analyze the rapid global expansion of China's automotive industry, exploring how massive domestic manufacturing overcapacity, advanced EV…
17 statements 5 featured 10 assessments 1 contradicted
🎙CATALYST
45m Surprising trends in global electricity generation
Host Shail Khan and Ember data analyst Nick Fulgham explore findings from the Global Electricity Review, analyzing record exponential solar growth, coal peaking dynamics in China and India, …
23 statements 5 featured 15 assessments
🎙CATALYST
49m Building inference data centers on the high seas
In this episode of Catalyst, host Shayle Kann speaks with Panthalassa CEO Garth Sheldon-Coulson about deploying untethered, wave-powered floating data centers in the deep ocean, exploring th…
18 statements 6 featured 4 assessments
🎙CATALYST
41m A blueprint for scalable fusion power
In this episode of Catalyst, host Shail Khan speaks with Pacific Fusion COO Carrie Von Munch to examine the technical physics, modular pulsed-power engineering, supply chain requirements, an…
12 statements 3 featured 5 assessments 1 contradicted
🎙CATALYST
37m Inside the global fertilizer crunch
In this episode of Catalyst, host Shayle Kann and StoneX fertilizer expert Josh Linville analyze how the Strait of Hormuz closure, combined with European energy disruptions and Chinese expor…
19 statements 5 featured 10 assessments
🎙CATALYST
44m Cracking the code on autonomous trucking
Host Shail Khan speaks with Humble Robotics founder and CEO Eyal Cohen to examine the engineering, economic, and technological breakthroughs required to scale autonomous heavy-duty freight. …
12 statements 4 featured 5 assessments 1 contradicted
🎙CATALYST
35m How AI is modernizing EPCs
In this episode of Catalyst, host Shayle Kann interviews SOLV Energy CEO George Hershman about the evolving landscape of utility-scale solar and battery storage EPCs. Hershman breaks down in…
9 statements 3 featured 3 assessments
🎙CATALYST
36m Inside Google’s massive AI capex (live)
In this live episode of Catalyst, host Shayle Kann interviews Google's Chief Technologist for AI Infrastructure, Amin Vahdat, exploring how Google manages its massive $175B+ capital expendit…
16 statements 6 featured 3 assessments
🎙CATALYST
44m The rise of flexible data centers
In this episode of Catalyst, host Shayle Kann and Emerald AI founder Dr. Varun Sivaram discuss how orchestrating AI compute workloads and behind-the-meter energy assets transforms data cente…
10 statements 5 featured 5 assessments
🎙CATALYST
33m Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
Hosted by Stephen Lacey, this Frontier Forum episode features Crux executives Alfred Johnson and Katie Bayes analyzing how U.S. clean energy financing surpassed $200 billion in 2025 despite …
15 statements 6 featured 11 assessments 1 contradicted
🎙CATALYST
39m Building a domestic nuclear fuel supply chain
Host Shayle Khan interviews General Matter CEO Scott Nolan to examine critical vulnerabilities across the US nuclear fuel supply chain, focusing on geopolitical dependencies in uranium enric…
10 statements 4 featured 7 assessments
🎙CATALYST
30m Battery booms and the rise of flexibility [partner content]
Grid Beyond's Sean McAvoy explores how artificial intelligence, edge computing, and digital twin orchestration are transforming energy flexibility, managing global battery market saturation …
16 statements 5 featured 7 assessments
🎙CATALYST
35m The state and future of nuclear waste
In this episode of Catalyst, host Shail Khan and nuclear expert Dr. Jen Shafer unpack the physical reality, policy deadlocks, and technological future of commercial nuclear waste in the Unit…
14 statements 4 featured 10 assessments
🎙CATALYST
41m Scaling America's domestic solar supply chain
Host Shail Khan and Qcells VP Scott Moskowitz examine the operational, economic, and policy challenges of building a domestic solar manufacturing supply chain across the United States. They …
14 statements 5 featured 10 assessments 1 contradicted
🎙CATALYST
43m AI scaling pathways: on grid, on edge, off grid, off planet
In this episode of Catalyst, host Shayle Kann and guest Jake Elder evaluate four pathways for scaling AI compute infrastructure—grid-connected hyperscale, edge computing, islanded off-grid m…
14 statements 4 featured 8 assessments
🎙CATALYST
35m Frontier Forum: How VPPs earn grid-scale trust [partner content]
Host Stephen Lacey joins leaders from Duke Energy and Energy Hub to explore how virtual power plants are evolving from legacy demand response into scalable, trusted utility infrastructure in…
16 statements 5 featured 2 assessments
🎙CATALYST
37m Digging deep for super hot geothermal
In this episode of Catalyst, host Shayle Kann speaks with Quaise Energy CEO Carlos Araque to explore how drilling into super-hot rock can unlock ubiquitous, clean baseload geothermal power. …
16 statements 5 featured 6 assessments 1 contradicted
🎙CATALYST
1h 5m Volts crossover: Six big energy questions
In this crossover episode of Catalyst and Volts, hosts Shayle Khan and David Roberts debate six critical clean energy questions spanning the next five to ten years, addressing autonomous veh…
13 statements 5 featured 3 assessments
🎙CATALYST
51m The rise of grid power electronics with Drew Baglino
In this episode of Catalyst, host Shayle Kann interviews Heron Power founder Drew Baglino to examine how solid-state transformers and advanced power electronics can overcome legacy supply ch…
17 statements 6 featured 7 assessments
🎙CATALYST
41m PJM and ERCOT navigate a capacity rollercoaster
Host Shail Khan and LS Power CEO Paul Siegel examine the shifting dynamics of PJM and ERCOT power markets, exploring how AI-driven demand spikes, flexible industrial loads, and evolving mark…
14 statements 5 featured 7 assessments
🎙CATALYST
35m The path to market for new nuclear reactors
Host Shail Khan interviews former Assistant Secretary for Nuclear Energy Dr. Katie Huff to evaluate the regulatory pathways, engineering milestones, and commercialization timelines facing ad…
14 statements 5 featured 9 assessments
🎙CATALYST
36m The rise of permissionless DERs
Host Shayle Kann and David Energy CEO James McGinnis explore the emergence of permissionless, plug-in distributed energy resources, analyzing how zero-soft-cost hardware, regulatory progress…
14 statements 4 featured 9 assessments 1 contradicted
🎙CATALYST
26m More 2026 trends: Solar costs, oil oversupply, and the startup slump
Host Shail Khan and climate tech analyst Nat Bullard analyze key empirical data points from Bullard's annual presentation deck, examining macroeconomic shifts, clean energy financial trends,…
13 statements 5 featured 12 assessments 1 contradicted
🎙CATALYST
19m A ‘rain delay’ for the energy transition [partner content]
Host Steven Lacey and Mintz energy practice chair Tom Burton examine the 'rain delay' facing the clean energy transition, analyzing how surging power demand from digital infrastructure clash…
11 statements 2 featured 3 assessments 1 contradicted
🎙CATALYST
47m 2026 trends: Gas turbines, Texas’ load queue and China electrifies
In this episode, host Shail Khan and energy analyst Nat Bullard review key data from Bullard's annual decarbonization presentation, exploring global electrification trends, gas turbine suppl…
22 statements 5 featured 17 assessments 1 contradicted
🎙CATALYST
53m The VC case for 'full stack deeptech'
In this episode of Catalyst, host Shayle Kann interviews venture capitalist Ian Rountree of Cantos to examine why conventional deep tech commercialization models fail and make the case for i…
15 statements 5 featured 1 assessments
🎙CATALYST
45m How AI is changing weather forecasting
In this episode of Catalyst, host Shail Khan interviews Google DeepMind's Peter Battaglia to explore how advanced artificial intelligence architectures and large-scale atmospheric datasets a…
10 statements 2 featured 2 assessments