Episodes
Six years of tape. Every episode is checked claim by claim and playable.
55 episodes in 2024
🎙CATALYST
36m Scaling low-carbon products with book and claim systems
Host Shail Khan and World Energy's Adam Klauber explore how book and claim systems decouple physical molecules from environmental attributes to unlock demand, ensure market integrity, and fi…
9 statements 2 featured 4 assessments
🎙CATALYST
38m What went wrong at Northvolt?
Host Shail Khan and battery analyst Sam Jaffe dissect the rise and bankruptcy of Northvolt, Europe's flagship domestic battery venture. They explore how rapid global overexpansion, severe ma…
12 statements 4 featured 7 assessments
🎙CATALYST
23m How cyber attacks could threaten the energy transition [partner content]
This podcast explores the escalating cybersecurity threats confronting the clean energy transition, from ransomware and nation-state attacks to billions of newly connected grid IoT devices. …
8 statements 4 featured 2 assessments 1 contradicted
🎙CATALYST
42m Explaining the 'Watt-Bit Spread'
Host Shayle Kann and former Microsoft energy executive Brian Janous dissect the 'watt-bit spread,' analyzing how the immense economic value of AI compute is disrupting traditional data cente…
12 statements 3 featured 4 assessments
🎙CATALYST
27m Frontier Forum: Why utilities should go big on VPPs
Hosted by Stephen Lacey, this Frontier Forum panel explores how Arizona Public Service and EnergyHub successfully scaled virtual power plants into highly reliable grid resources to manage ex…
9 statements 3 featured 2 assessments
🎙CATALYST
41m TEA breakdown: green ammonia and synthetic methane
Host Shail Khan and Energy Impact Partners experts Dr. Melissa Ball and Dr. Greg Thiel evaluate the techno-economic viability, cost breakdowns, and engineering breakthroughs required for gre…
17 statements 4 featured 11 assessments
🎙CATALYST
42m Getting heat pumps right
Host Shayle Kann interviews Quilt CEO Paul Lambert on Catalyst to examine the structural bottlenecks in residential HVAC and explore how redesigning hardware, software, and distribution mode…
13 statements 5 featured 2 assessments
🎙CATALYST
29m Fixing the refrigerant problem
Host Shail Khan and RMI expert Ian McGavis analyze the immense climate footprint of HVAC refrigerants, examining chemical history, efficiency trade-offs, regulatory phasedowns, and the urgen…
14 statements 4 featured 10 assessments 1 contradicted
🎙CATALYST
49m Why climate tech startups get this one thing wrong
Shayle Kann and Energy Impact Partners' technical diligence team examine the fundamentals of Techno-Economic Analysis (TEA) for climate tech startups, outlining five common modeling pitfalls…
13 statements 4 featured 2 assessments
🎙CATALYST
41m The unexplored frontier of methane removal
In this episode of Catalyst, host Shayle Kann and atmospheric scientist Dr. Gabrielle Dreyfus explore the scientific rationale, emerging technological pathways, and governance frameworks req…
14 statements 4 featured 9 assessments 1 contradicted
🎙CATALYST
27m Frontier Forum: An energy-first approach to data centers
In this Frontier Forum interview, Crusoe CEO Chase Lockmiller discusses how an energy-first approach to data center design aligns surging AI computational demands with clean energy developme…
12 statements 3 featured 3 assessments 1 contradicted
🎙CATALYST
39m The complex path to market for low-carbon cement
Host Shayle Kann and Sublime Systems CEO Leah Ellis examine the commercial, operational, and supply chain hurdles of bringing low-carbon cement to market. They explore market solutions rangi…
14 statements 3 featured 8 assessments 2 contradicted
🎙CATALYST
46m Unpacking China’s cheap battery costs
In this episode of Catalyst, host Shayle Kann and energy storage expert James Frith analyze the macroeconomic, operational, and technological drivers behind China's record-low battery cell p…
14 statements 4 featured 10 assessments
🎙CATALYST
18m Giving tribes a stake in the critical minerals boom [partner content]
This video explores the intersection of critical mineral extraction and indigenous partnership in northern Minnesota, highlighting how New Range Copper Nickel is working to modernize environ…
4 statements 2 featured 2 assessments
🎙CATALYST
41m DAC’s bumpy road to commercial scale
In this episode of Catalyst, host Shail Khan interviews Climeworks CFO Andreas Apley to explore the operational, financial, and contractual realities of scaling direct air capture technology…
22 statements 7 featured 4 assessments
🎙CATALYST
19m The state of connected DERs [partner content]
In this Latitude Studios podcast episode, host Stephen Lacey and Kraken's Director of Markets Charlotte Johnson discuss the critical role of distributed energy resources, utility digitalizat…
10 statements 3 featured 8 assessments 2 contradicted
🎙CATALYST
38m Can AI revolutionize materials discovery?
In this episode of Catalyst, host Shayle Kann speaks with Google DeepMind research scientist Doğuş Çubuk to evaluate whether artificial intelligence can overcome data scarcity and physical c…
12 statements 5 featured 3 assessments
🎙CATALYST
45m The better mousetrap fallacy
In this episode of Catalyst, host Shail Khan and Energy Impact Partners' Andy Lubershane explore the 'better mousetrap fallacy,' examining why climate tech startups frequently fail when purs…
13 statements 4 featured 3 assessments
🎙CATALYST
38m The rise of climate adaptation tech
In this episode of Catalyst, host Shayle Kann and Tailwind Climate co-founder Katie MacDonald explore the emerging venture capital landscape for climate adaptation and resilience technologie…
10 statements 2 featured 3 assessments 1 contradicted
🎙CATALYST
32m Why are we still flaring gas?
In this episode of Catalyst, host Shail Khan and IEA analyst Tomas de Oliveira Bredariol analyze why natural gas flaring remains stubbornly prevalent worldwide, examining its severe climate …
13 statements 4 featured 9 assessments
🎙CATALYST
48m Hunting for geologic hydrogen
Host Shayle Kann and Koloma CEO Pete Johnson explore the science, economics, and commercial landscape of geologic hydrogen as an emerging primary energy source for global decarbonization.…
22 statements 6 featured 11 assessments
🎙CATALYST
33m Frontier Forum: Is America’s green bank ready?
In this episode of Latitude Media's Frontier Forum, host Stephen Lacey explores the operational readiness of America's green banks as they prepare to deploy $27 billion from the Greenhouse G…
12 statements 5 featured 3 assessments 1 contradicted
🎙CATALYST
46m Pathways to decarbonizing steel
In this episode of Catalyst, host Shayle Kann and industrial decarbonization expert Rebecca Dell explore the technical and economic pathways to clean up global steel manufacturing. They eval…
20 statements 5 featured 16 assessments 3 contradicted
🎙CATALYST
43m The EV market’s awkward teenage years
In this episode of Catalyst, host Shayle Kann interviews Sila Nanotechnologies CEO Gene Berdichevsky to diagnose the technological, economic, and infrastructure bottlenecks facing the electr…
17 statements 4 featured 7 assessments 3 contradicted
🎙CATALYST
45m Can chip efficiency slow AI's energy demand?
Host Shail Khan interviews data center pioneer Christian Belady to explore whether chip efficiency breakthroughs can slow artificial intelligence's soaring power demand or if Jevons Paradox …
20 statements 6 featured 8 assessments 1 contradicted
🎙CATALYST
20m The reshoring of American solar trackers [partner content]
Nextracker CEO Dan Shugar and host Stephen Lacey explore the reshoring of American solar hardware manufacturing and the four-decade technological evolution of intelligent utility-scale track…
4 statements 2 featured 2 assessments
🎙CATALYST
43m Decarbonizing the high seas
In this episode of Catalyst, host Shail Khan interviews Dr. Lynn Loo, CEO of the Global Center for Maritime Decarbonization, to explore the complex energy transition facing global shipping. …
25 statements 7 featured 16 assessments 1 contradicted
🎙CATALYST
36m Going deep on next-gen geothermal
Host Shail Khan interviews Stanford professor Dr. Roland Horne to explore next-generation geothermal energy, examining how oil and gas drilling innovations, Enhanced Geothermal Systems (EGS)…
15 statements 5 featured 10 assessments
🎙CATALYST
37m Demystifying the Chinese EV market
Host Shayle Kann and clean tech analyst TP Huang examine the rapid rise of China's electric vehicle market, exploring how extreme manufacturing scale, aggressive pricing, smart in-car techno…
20 statements 6 featured 13 assessments
🎙CATALYST
43m Under the hood of data center power demand
In this episode of Catalyst, host Shail Khan and former Microsoft energy executive Brian Janus examine how the generative AI boom is straining electrical grid infrastructure and reshaping da…
18 statements 5 featured 7 assessments
🎙CATALYST
1h 3m Drew Baglino on Tesla’s Master Plan
In this episode of Catalyst, host Shail Khan interviews former Tesla Senior Vice President Drew Baglino to analyze Tesla's Master Plan Part Three, evaluating the technical feasibility, therm…
29 statements 7 featured 9 assessments 1 contradicted
🎙CATALYST
40m Heavy duty decarbonization
Host Shayle Kann and Energy Impact Partners' Andy Lubbershane examine the technical, economic, and logistical pathways to decarbonizing heavy-duty trucking, maritime shipping, and aviation. …
13 statements 4 featured 3 assessments
🎙CATALYST
24m With Great Power: Why dynamic rates are gaining momentum
In this episode of With Great Power, veteran energy economist Ahmad Faruqi joins host Brad Langley to examine how consumer behavior, distributed energy resources, and modern communication st…
11 statements 5 featured 3 assessments
🎙CATALYST
41m Could VPPs save rooftop solar?
In this episode of Catalyst, host Shayle Kann and DOE Loan Programs Office Director Jigar Shah examine the downturn in residential rooftop solar, arguing that evolving distributed assets int…
14 statements 4 featured 5 assessments
🎙CATALYST
29m Understanding SAF buyers
In this episode of Catalyst, host Shayle Kann and Delta Air Lines CSO Amelia DeLuca explore how major airline buyers navigate sustainable aviation fuel procurement, finance green premiums th…
14 statements 3 featured 4 assessments
🎙CATALYST
46m The news quiz episode!
Recorded live at Prelude Ventures' annual meeting, this special crossover quiz show between Catalyst and The Carbon Copy features leading climate tech venture capitalists competing in a fast…
7 statements 2 featured 5 assessments
🎙CATALYST
47m CO2 utilization
In this episode of Catalyst, host Shayle Kann and carbon expert Dr. Julio Friedmann examine the technical, economic, and logistical landscape of carbon management, analyzing how captured car…
18 statements 5 featured 12 assessments 2 contradicted
🎙CATALYST
39m Building a supply chain for rare earth elements
In this episode of Catalyst, host Shail Khan interviews Cyclic Materials CEO Ahmad Garaman to discuss the geopolitical vulnerabilities of rare earth supply chains, the physics of permanent m…
15 statements 8 featured 10 assessments
🎙CATALYST
40m How an obscure, 100-year old law is disrupting U.S. energy
In this episode of Catalyst, host Shayle Kann and Cato Institute fellow Colin Grabow examine how the century-old Jones Act distorts U.S. fuel logistics, inflates shipping costs, and creates …
16 statements 5 featured 16 assessments
🎙CATALYST
46m The Big Switch: Are Batteries the New Oil?
In the season premiere of 'The Big Switch,' host Dr. Melissa Lott explores whether critical battery minerals represent the new geopolitical equivalent of oil, analyzing lithium-ion electroch…
17 statements 6 featured 12 assessments 1 contradicted
🎙CATALYST
37m The world of battery recycling
Host Shayle Khan and Columbia University's Dr. Dan Steingart examine the chemical engineering processes, startup business strategies, and structural economic headwinds shaping the nascent li…
14 statements 4 featured 4 assessments 1 contradicted
🎙CATALYST
48m The electricity gauntlet has arrived
Host Shayle Kann and Energy Impact Partners' Andy Lubbershane explore the 'electricity gauntlet,' analyzing how explosive power demand from AI data centers and broader electrification is cla…
22 statements 7 featured 8 assessments
🎙CATALYST
32m Digging into the SEC climate disclosure rules
Host Shayle Khan and ESG risk advisory partner Mallory Thomas break down the SEC's finalized climate disclosure rules, analyzing the omission of Scope 3 emissions against aggressive state ma…
12 statements 3 featured 9 assessments
🎙CATALYST
41m Climate tech’s tough year in the public markets
In this episode of Catalyst, host Shayle Kann and Lazard portfolio manager Shanu Matthew analyze the sharp correction across public climate tech equities. They break down the macroeconomic, …
14 statements 4 featured 10 assessments
🎙CATALYST
38m The early days of AI on the grid
In this episode of Catalyst, host Shayle Kann and energy strategist David Groarke examine the emerging role of artificial intelligence across electric utilities, assessing high-value operati…
14 statements 5 featured 10 assessments
🎙CATALYST
44m The challenges of building a carbon removal portfolio
In this episode of Catalyst, host Shail Khan interviews Shopify's Head of Sustainability, Stacey Kauk, to examine the practical operational, financial, and technological hurdles of building …
17 statements 4 featured 3 assessments
🎙CATALYST
35m The electric transformer shortage
Host Shayle Kann and ERMCO CEO Tim Mills examine the structural causes behind the severe US distribution transformer shortage, exploring manufacturing hurdles, rising electrification demand,…
16 statements 4 featured 12 assessments
🎙CATALYST
27m Frontier Forum: Diving into the booming transferable tax credit market
In this Frontier Forum forum, Crux CEO Alfred Johnson analyzes the rapid growth and operational mechanics of the transferable clean energy tax credit market created by the Inflation Reductio…
17 statements 6 featured 11 assessments
🎙CATALYST
43m More 2024 trends: ESG, carbon certifications, curtailment, and AI
In this episode of Catalyst, host Shayle Kann and climate analyst Nat Bullard break down the second half of Bullard's annual decarbonization megadeck, evaluating shifting ESG dynamics, clean…
21 statements 5 featured 16 assessments
🎙CATALYST
52m 2024 trends: batteries, transferable tax credits, and the cost of capital
Host Shail Khan and energy analyst Nat Bullard analyze key global decarbonization trends from Bullard's annual presentation, evaluating underappreciated efficiency milestones, climate financ…
25 statements 9 featured 21 assessments
🎙CATALYST
36m What’s really happening in the U.S. EV market?
Host Shail Khan and BloombergNEF analyst Corey Cantor analyze the real trajectory of the US electric vehicle market, debunking bearish media headlines with empirical sales data while examini…
22 statements 5 featured 17 assessments 2 contradicted
🎙CATALYST
42m Solving the cow burp problem
In this episode of Catalyst, host Shail Khan and Spark Climate Solutions' Charles Brooke unpack the biological mechanics of livestock enteric methane emissions and evaluate the chemical, gen…
25 statements 8 featured 19 assessments 1 contradicted
🎙CATALYST
49m Sourcing biomass for carbon removal
In this episode of Catalyst, host Shayle Kann and Carbon Direct forest scientist Dr. Bodhi Cabiyo examine the critical challenges of biomass-based carbon dioxide removal, outlining principle…
20 statements 7 featured 11 assessments 1 contradicted
🎙CATALYST
44m 2023 climate tech venture investment trends
In this episode of Catalyst, host Shail Khan and Sightline Climate CEO Kim Zou analyze the 2023 climate tech venture landscape, examining funding contractions, sectoral pivots toward heavy i…
13 statements 5 featured 9 assessments
🎙CATALYST
49m Fixing the messy voluntary carbon market
In this episode of Catalyst, host Shayle Kann and Lowercarbon Capital partner Ryan Orbuch analyze the structural collapse of legacy voluntary carbon offsets and outline the blueprint for nex…
16 statements 5 featured 4 assessments