Jul 1, 2026 · 38m · catalyst

Inside the most sophisticated plan for solar geoengineering

Yanai Yedvab · 24m spoken Shayle Kann · 7m spoken
0:00 / 0:00

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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 technical design, economic feasibility, governance frameworks, and ethical dilemmas of using private-sector innovation to cool the planet.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Shayle holds 21.6% of the talking time here. How this is scored →

Shayle as informed peer 5.0 Guest teaching 4.6 Guest disagreement 0.6 Shayle pushing back 2.1
05100:0010:0020:0030:002:18–10:42 · Shayle as informed peer 4/10 Commercial Break: Bloom Energy, Engie, Energy Hub After an opening sponsor block, the host invites an overview of Stardust's technology. The guest explains how their engineered amorphous silica and core-shell calcite particles overcome the toxicity and stratospheric heating limitations of traditional sulfur.10:42–14:47 · Shayle as informed peer 6/10 Injection Strategy and Small-Scale Clinical Trial Methodology The host demonstrates domain knowledge by referencing volcanic analogs like Mount Pinatubo and Tambora to question injection distribution. The guest educates the host on why sulfates cannot be tested at small scale due to background noise while their particle allows clinical trial style ramp-ups.14:48–22:09 · Shayle as informed peer 5/10 Addressing Environmental Risks and Particle Tracking Systems The host presses on the legitimate controversy around ecological side effects, toxicity, and rebound risks. The guest systematically breaks the risk framework into three buckets and details their proprietary particle tagging tracking system.22:11–26:38 · Shayle as informed peer 5/10 Commercial Break: Mid-Roll Sponsorships Following mid-roll ads, the host drills into the unit economics of cooling. Both agree that at ten billion dollars per half degree Celsius, cost is negligible compared to traditional decarbonization or carbon removal interventions.26:39–33:23 · Shayle as informed peer 6/10 Governance, Regulation, and the Montreal Protocol Analogy The host probes who gets to govern deployment and challenges the guest's optimistic Montreal Protocol analogy by citing the failure of the Kyoto Protocol. The guest insists that governance must be multilateral and state-led rather than private.33:24–36:03 · Shayle as informed peer 5/10 The Moral Hazard vs. Moral Imperative Debate The host raises the moral hazard argument that cheap geoengineering creates a disincentive for industrial decarbonization. The guest reframes the issue by balancing moral hazard against the moral imperative of developing safe, tested options for future decision-makers.36:05–38:18 · Shayle as informed peer 4/10 The Role of Private Enterprise in Climate Tech The host questions why this research is housed in a venture-backed commercial company rather than an academic institution. The guest justifies private enterprise by drawing analogies to biotechnology and vaccine development where scale and talent incentives are essential.2:18–10:42 · Guest teaching 5/10 Commercial Break: Bloom Energy, Engie, Energy Hub After an opening sponsor block, the host invites an overview of Stardust's technology. The guest explains how their engineered amorphous silica and core-shell calcite particles overcome the toxicity and stratospheric heating limitations of traditional sulfur.10:42–14:47 · Guest teaching 6/10 Injection Strategy and Small-Scale Clinical Trial Methodology The host demonstrates domain knowledge by referencing volcanic analogs like Mount Pinatubo and Tambora to question injection distribution. The guest educates the host on why sulfates cannot be tested at small scale due to background noise while their particle allows clinical trial style ramp-ups.14:48–22:09 · Guest teaching 5/10 Addressing Environmental Risks and Particle Tracking Systems The host presses on the legitimate controversy around ecological side effects, toxicity, and rebound risks. The guest systematically breaks the risk framework into three buckets and details their proprietary particle tagging tracking system.22:11–26:38 · Guest teaching 3/10 Commercial Break: Mid-Roll Sponsorships Following mid-roll ads, the host drills into the unit economics of cooling. Both agree that at ten billion dollars per half degree Celsius, cost is negligible compared to traditional decarbonization or carbon removal interventions.26:39–33:23 · Guest teaching 4/10 Governance, Regulation, and the Montreal Protocol Analogy The host probes who gets to govern deployment and challenges the guest's optimistic Montreal Protocol analogy by citing the failure of the Kyoto Protocol. The guest insists that governance must be multilateral and state-led rather than private.33:24–36:03 · Guest teaching 5/10 The Moral Hazard vs. Moral Imperative Debate The host raises the moral hazard argument that cheap geoengineering creates a disincentive for industrial decarbonization. The guest reframes the issue by balancing moral hazard against the moral imperative of developing safe, tested options for future decision-makers.36:05–38:18 · Guest teaching 4/10 The Role of Private Enterprise in Climate Tech The host questions why this research is housed in a venture-backed commercial company rather than an academic institution. The guest justifies private enterprise by drawing analogies to biotechnology and vaccine development where scale and talent incentives are essential.2:18–10:42 · Guest disagreement 0/10 Commercial Break: Bloom Energy, Engie, Energy Hub After an opening sponsor block, the host invites an overview of Stardust's technology. The guest explains how their engineered amorphous silica and core-shell calcite particles overcome the toxicity and stratospheric heating limitations of traditional sulfur.10:42–14:47 · Guest disagreement 0/10 Injection Strategy and Small-Scale Clinical Trial Methodology The host demonstrates domain knowledge by referencing volcanic analogs like Mount Pinatubo and Tambora to question injection distribution. The guest educates the host on why sulfates cannot be tested at small scale due to background noise while their particle allows clinical trial style ramp-ups.14:48–22:09 · Guest disagreement 0/10 Addressing Environmental Risks and Particle Tracking Systems The host presses on the legitimate controversy around ecological side effects, toxicity, and rebound risks. The guest systematically breaks the risk framework into three buckets and details their proprietary particle tagging tracking system.22:11–26:38 · Guest disagreement 0/10 Commercial Break: Mid-Roll Sponsorships Following mid-roll ads, the host drills into the unit economics of cooling. Both agree that at ten billion dollars per half degree Celsius, cost is negligible compared to traditional decarbonization or carbon removal interventions.26:39–33:23 · Guest disagreement 1/10 Governance, Regulation, and the Montreal Protocol Analogy The host probes who gets to govern deployment and challenges the guest's optimistic Montreal Protocol analogy by citing the failure of the Kyoto Protocol. The guest insists that governance must be multilateral and state-led rather than private.33:24–36:03 · Guest disagreement 2/10 The Moral Hazard vs. Moral Imperative Debate The host raises the moral hazard argument that cheap geoengineering creates a disincentive for industrial decarbonization. The guest reframes the issue by balancing moral hazard against the moral imperative of developing safe, tested options for future decision-makers.36:05–38:18 · Guest disagreement 1/10 The Role of Private Enterprise in Climate Tech The host questions why this research is housed in a venture-backed commercial company rather than an academic institution. The guest justifies private enterprise by drawing analogies to biotechnology and vaccine development where scale and talent incentives are essential.2:18–10:42 · Shayle pushing back 1/10 Commercial Break: Bloom Energy, Engie, Energy Hub After an opening sponsor block, the host invites an overview of Stardust's technology. The guest explains how their engineered amorphous silica and core-shell calcite particles overcome the toxicity and stratospheric heating limitations of traditional sulfur.10:42–14:47 · Shayle pushing back 2/10 Injection Strategy and Small-Scale Clinical Trial Methodology The host demonstrates domain knowledge by referencing volcanic analogs like Mount Pinatubo and Tambora to question injection distribution. The guest educates the host on why sulfates cannot be tested at small scale due to background noise while their particle allows clinical trial style ramp-ups.14:48–22:09 · Shayle pushing back 2/10 Addressing Environmental Risks and Particle Tracking Systems The host presses on the legitimate controversy around ecological side effects, toxicity, and rebound risks. The guest systematically breaks the risk framework into three buckets and details their proprietary particle tagging tracking system.22:11–26:38 · Shayle pushing back 1/10 Commercial Break: Mid-Roll Sponsorships Following mid-roll ads, the host drills into the unit economics of cooling. Both agree that at ten billion dollars per half degree Celsius, cost is negligible compared to traditional decarbonization or carbon removal interventions.26:39–33:23 · Shayle pushing back 4/10 Governance, Regulation, and the Montreal Protocol Analogy The host probes who gets to govern deployment and challenges the guest's optimistic Montreal Protocol analogy by citing the failure of the Kyoto Protocol. The guest insists that governance must be multilateral and state-led rather than private.33:24–36:03 · Shayle pushing back 3/10 The Moral Hazard vs. Moral Imperative Debate The host raises the moral hazard argument that cheap geoengineering creates a disincentive for industrial decarbonization. The guest reframes the issue by balancing moral hazard against the moral imperative of developing safe, tested options for future decision-makers.36:05–38:18 · Shayle pushing back 2/10 The Role of Private Enterprise in Climate Tech The host questions why this research is housed in a venture-backed commercial company rather than an academic institution. The guest justifies private enterprise by drawing analogies to biotechnology and vaccine development where scale and talent incentives are essential.

speaking balance: gold is Shayle, purple is the guest (3 minute bins)

0:00 · Shayle 72.9% · guest 27.1%0:00 · Shayle 72.9% · guest 27.1%3:00 · Shayle 4.8% · guest 95.2%3:00 · Shayle 4.8% · guest 95.2%6:00 · Shayle 5.3% · guest 94.7%6:00 · Shayle 5.3% · guest 94.7%9:00 · Shayle 41.5% · guest 58.5%9:00 · Shayle 41.5% · guest 58.5%12:00 · Shayle 6.3% · guest 93.7%12:00 · Shayle 6.3% · guest 93.7%15:00 · Shayle 27.8% · guest 72.2%15:00 · Shayle 27.8% · guest 72.2%18:00 · Shayle 0% · guest 100%18:00 · Shayle 0% · guest 100%21:00 · Shayle 0% · guest 100%21:00 · Shayle 0% · guest 100%24:00 · Shayle 40.5% · guest 59.5%24:00 · Shayle 40.5% · guest 59.5%27:00 · Shayle 22.4% · guest 77.6%27:00 · Shayle 22.4% · guest 77.6%30:00 · Shayle 18.7% · guest 81.3%30:00 · Shayle 18.7% · guest 81.3%33:00 · Shayle 17.4% · guest 82.6%33:00 · Shayle 17.4% · guest 82.6%36:00 · Shayle 26.6% · guest 73.4%36:00 · Shayle 26.6% · guest 73.4%
Sharpest disagreement ▶ 33:55 Reframing moral hazard as moral imperative

The guest directly counters the common framing that solar geoengineering research encourages moral hazard by asserting a countervailing moral imperative to ensure future generations have emergency tools.

Hardest push from Shayle ▶ 31:52 Host pushes back on Montreal Protocol analogy

The host pushes back against the guest's optimistic regulatory analogy by noting that the Kyoto Protocol followed the same model but failed to solve climate emissions.

Biggest teaching moment ▶ 12:35 Explaining sulfate testing constraints and clinical methodology

The guest educates the host on the physics of high natural sulfate background levels in the stratosphere, explaining why small-scale sulfate testing is impossible and requires an alternative particle approach.

Shayle holds their own ▶ 10:42 Host cites historical volcanic analogs

The host displays extensive context by citing historical volcanic events like Mount Pinatubo and Mount Tambora to probe the mechanics of localized vs global stratospheric distribution.

the scores for every segment, with the reasoning behind each
ChapterTopicShayle as informed peerGuest teachingGuest disagreementShayle pushing backWhy
Commercial Break: Bloom Energy, Engie, Energy Hub 4501 After an opening sponsor block, the host invites an overview of Stardust's technology. The guest explains how their engineered amorphous silica and core-shell calcite particles overcome the toxicity and stratospheric heating limitations of traditional sulfur.
Injection Strategy and Small-Scale Clinical Trial Methodology 6602 The host demonstrates domain knowledge by referencing volcanic analogs like Mount Pinatubo and Tambora to question injection distribution. The guest educates the host on why sulfates cannot be tested at small scale due to background noise while their particle allows clinical trial style ramp-ups.
Addressing Environmental Risks and Particle Tracking Systems 5502 The host presses on the legitimate controversy around ecological side effects, toxicity, and rebound risks. The guest systematically breaks the risk framework into three buckets and details their proprietary particle tagging tracking system.
Commercial Break: Mid-Roll Sponsorships 5301 Following mid-roll ads, the host drills into the unit economics of cooling. Both agree that at ten billion dollars per half degree Celsius, cost is negligible compared to traditional decarbonization or carbon removal interventions.
Governance, Regulation, and the Montreal Protocol Analogy 6414 The host probes who gets to govern deployment and challenges the guest's optimistic Montreal Protocol analogy by citing the failure of the Kyoto Protocol. The guest insists that governance must be multilateral and state-led rather than private.
The Moral Hazard vs. Moral Imperative Debate 5523 The host raises the moral hazard argument that cheap geoengineering creates a disincentive for industrial decarbonization. The guest reframes the issue by balancing moral hazard against the moral imperative of developing safe, tested options for future decision-makers.
The Role of Private Enterprise in Climate Tech 4412 The host questions why this research is housed in a venture-backed commercial company rather than an academic institution. The guest justifies private enterprise by drawing analogies to biotechnology and vaccine development where scale and talent incentives are essential.

Statements from this episode (12)

Assertion Supported
Yedvab: Reflecting under 1% of sunlight stabilizes global temperatures
“Less than one percent is enough to essentially stabilize temperature, and you can even take temperature down a little bit.”
Yanai Yedvab Jul 1, 2026 ▶ 5:04
Assertion Supported
Yedvab: Stardust particles match sulfate cooling effectiveness within tens of percent
“Our article, to be very, very straightforward, is not much better than sulfate with respect to the effectiveness and not much worse than sulfate. So up to, I'd say, A few tens of percents, which is not a, it's kind of similar.”
Yanai Yedvab Jul 1, 2026 ▶ 9:13
Opinion
Yedvab: Stardust silica particles can offset 50 years of global warming
“We believe that for, I would say, to provide cooling, which is comparable to the heating of the last 50 years, our simpler particle, the one which is composed of amorphous silica by itself is enough, but if you need to go higher, the second more complex partic…”
Yanai Yedvab Jul 1, 2026 ▶ 10:18
Opinion
Yedvab: Global solar geoengineering requires only five to seven injection locations
“You'd probably like a few in the, a northern hemisphere, a few in the southern hemisphere. I would say two or three on each hemisphere, and maybe one around the equator. Should be enough.”
Yanai Yedvab Jul 1, 2026 ▶ 12:48
Assertion Contradicted
Yedvab: Background stratospheric levels make small-scale sulfate testing impossible
“One of the problems with sulfates, apart from what we've been discussing, is the fact that you cannot do testing at small scale of sulfates. And the reason for this, since this is something sometimes people overlook, is the very high background that you have c…”
Yanai Yedvab Jul 1, 2026 ▶ 13:08
Assertion Open · timeframe Jul 2029
Yedvab: Stardust lab tests show its particle is highly chemically inert
“Lab tests that we've done show that our particle is, I'd say, at a very high level of inertness, but definitely better than any other alternative that it was provided so far.”
Yanai Yedvab Jul 1, 2026 ▶ 18:44
Assertion Open · timeframe Jul 2029
Yedvab: Stardust developed tagging technology to track particle batches globally
“We have developed a unique tagging technology which enables us to track in real time each batch of particles as they move across the globe.”
Yanai Yedvab Jul 1, 2026 ▶ 19:53
Assertion Not checkable as stated
Yedvab: 0.5 degrees of cooling costs $10 billion using Stardust particles
“So in, in terms of giving orders of magnitude or estimates, and we have a very detailed breakdown for every million tons of particles that will be Dispersed, the cost will be roughly ten billion dollars, and you'll get half a degree of cooling.”
Yanai Yedvab Jul 1, 2026 ▶ 24:31
Assertion Not checkable as stated
Yedvab: Halting global warming would cost $20 billion annually using Stardust
“Essentially at current level to stop war, to stabilize temperature, to stop warming at the current level, and again, the level is changing all the time, but essentially you'll need Well, let's say you'd say two million tons of our particles, just to give you- …”
Yanai Yedvab Jul 1, 2026 ▶ 26:03
Disclosure
Yedvab: Stardust will only operate under strict multilateral government regulation
“We would definitely not participate in any endeavor that won't be conducted under, I would say, Clear and strict regulation and adequate governance by governments.”
Yanai Yedvab Jul 1, 2026 ▶ 27:47
Insight
Yedvab: Safe geoengineering alternatives reduce the risk of rogue deployments
“I believe that having a safe option essentially lowers the risk That people will go the wrong way because there is an alternative. Or to say it otherwise, if we didn't have options, I would say that the likelihood that someone would go the wrong way would be m…”
Yanai Yedvab Jul 1, 2026 ▶ 29:09
Insight
Yedvab: Having no geoengineering options is worse than moral hazard risk
“I would argue that, you know, Having no option is not a good balance for this. You need to have options. You want to make sure that you are not stuck in a position that in 10 years from now, people are saying, why no one worked on, on giving us option?”
Yanai Yedvab Jul 1, 2026 ▶ 35:31
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