Episodes
Six years of tape. Every episode is checked claim by claim and playable.
59 episodes in 2025
🎙CATALYST
48m Will inference move to the edge?
In this episode of Catalyst, host Shail Khan and computer science professor Dr. Ben Lee examine whether AI inference workloads will shift from centralized hyperscale data centers to distribu…
16 statements 4 featured 4 assessments
🎙CATALYST
36m Can AI revolutionize EPC?
In this episode of Catalyst, host Shayle Kann interviews Unlimited Industries CEO Alex Modon to examine how unified software platforms and AI agents can eliminate change orders, solve incent…
11 statements 3 featured 1 assessments
🎙CATALYST
36m Who benefits from the AI power bottleneck?
In this episode of Catalyst, host Shail Khan and Lazard's Shanu Matthew dissect the underlying economic incentives behind artificial intelligence power bottlenecks, revealing how hyperscaler…
8 statements 3 featured 2 assessments 1 contradicted
🎙CATALYST
30m Looking for a turnaround in transmission
In this episode of Catalyst, host Shail Khan and Grid Strategies president Rob Gramlich analyze the state of US transmission infrastructure, examining how surging AI data center demand, fede…
13 statements 3 featured 6 assessments
🎙CATALYST
31m New Mexico proves America can still build [partner content]
In this interview, New Mexico Cabinet Secretaries Rob Black and Jim Kenney demonstrate how the state combines collaborative, nonpartisan governance, a $65 billion sovereign wealth fund, and …
16 statements 7 featured 13 assessments 2 contradicted
🎙CATALYST
42m Driving down the cost of green hydrogen
Host Shayle Kann and Electric Hydrogen CEO Rafi Garabedian examine how advanced electrolyzer engineering, modular balance-of-plant design, and strategic market deployment can overcome post-h…
15 statements 5 featured 7 assessments
🎙CATALYST
37m Inside a $300 million bet on AI for physical R&D
In this episode of Catalyst, host Shail Khan interviews Periodic Labs co-founder Doge Chubuk to explore how their $300 million venture combines frontier reasoning AI models with automated we…
13 statements 4 featured 1 assessments
🎙CATALYST
41m Unpacking DOE's proposal to transform data center interconnection
Host Shayle Kann and energy experts Allison Clements and Tyler Norris analyze the U.S. Department of Energy's landmark proposal to accelerate data center grid interconnection through federal…
12 statements 4 featured 8 assessments
🎙CATALYST
45m Five big questions about the future of energy
Host Shayle Kann and Energy Impact Partners' Andy Lubershain analyze five critical questions facing the power sector, examining how AI load growth, infrastructure bottlenecks, nuclear consol…
10 statements 3 featured 1 assessments
🎙CATALYST
36m Frontier Forum: The new power map for AI infrastructure
In this Latitude Media Frontier Forum session, host Stephen Lacey and Bloom Energy CEO K.R. Sridhar discuss how surging AI power demand, severe electrical grid bottlenecks, and supply chain …
15 statements 6 featured 3 assessments
🎙CATALYST
42m Calibrating hype with Akshat Rathi
In this episode of Catalyst, host Shail Khan and Bloomberg climate reporter Akshat Rathi evaluate whether prominent clean energy technologies, power grid bottlenecks, and climate policies ar…
22 statements 6 featured 10 assessments
🎙CATALYST
26m How insurance can narrow the valley of death [partner content]
In this Frontier Forum interview, Jamie Daggett of Ariel Green explains how specialized performance insurance and engineering due diligence bridge the clean tech 'valley of death,' enabling …
21 statements 7 featured 10 assessments 1 contradicted
🎙CATALYST
40m How Base Power plans to use its fresh $1B
In this episode of Catalyst, host Shayle Kann interviews Base Power founder and CEO Zach Dell to dissect how the startup's $1 billion Series C funding supports its mission to outcompete cent…
14 statements 4 featured 2 assessments
🎙CATALYST
31m Frontier Forum: A new playbook for clean energy growth
In this Frontier Forum discussion, Latitude Media's Stephen Lacey and Advanced Energy United CEO Heather O'Neill outline a pragmatic state-level playbook designed to accelerate clean energy …
11 statements 5 featured 4 assessments 1 contradicted
🎙CATALYST
40m The new wave of DERs
Voltus CEO Dana Guernsey joins host Shail Khan on Catalyst to examine the evolution of demand response into a 365-day dispatchable grid asset and discuss new virtual power plant models tailo…
8 statements 3 featured 2 assessments
🎙CATALYST
36m Ag residue and carbon removal
Host Shayle Kann and Charm Industrial CEO Peter Reinhardt discuss transforming agricultural residues and forest thinnings into dense bio-oil for permanent carbon removal. They examine the lo…
12 statements 4 featured 4 assessments
🎙CATALYST
42m Is now the time for DERs to scale?
Host Shail Khan and Energy Impact Partners' head of research Andy Lubershain analyze why distributed energy resources and virtual power plants are now positioned to scale rapidly to resolve …
10 statements 2 featured 5 assessments
🎙CATALYST
37m When to colocate data centers with generation
Shayle Kann and Brian Janous examine the realities of data center power demand, demonstrating why flexible grid orchestration and hybrid virtual power plants offer superior speed and economi…
11 statements 3 featured 3 assessments
🎙CATALYST
43m AMA: Geoengineering, nuclear, power prices, and more
In this Ask Me Anything episode of Catalyst, Shayle Kann and Lara Pierpoint answer listener questions covering the nuclear power resurgence, geoengineering venture economics, electricity rat…
20 statements 6 featured 5 assessments
🎙CATALYST
37m The mechanics of data center flexibility
Host Shayle Kann and Emerald AI CEO Varun Sivaram examine how software-driven workload orchestration and silicon-level throttling can transform AI data centers into flexible grid assets. The…
15 statements 4 featured 9 assessments 1 contradicted
🎙CATALYST
46m The case for sodium-ion
In this episode of Catalyst, host Shayle Kann and Peak Energy CEO Landon Mossberg explore the technical, commercial, and economic potential of sodium-ion batteries, detailing how sodium iron…
18 statements 5 featured 9 assessments
🎙CATALYST
32m PJM and the capacity crunch
In this episode of Catalyst, host Shayle Kann and S&P Global's Steve Piper analyze the historic price spikes in PJM's capacity market, examining how compressed auction timelines, data center…
8 statements 2 featured 6 assessments
🎙CATALYST
28m Repurposing EV batteries for grid storage
In this episode of Catalyst, host Shayle Kann and Redwood Materials CTO Colin Campbell explore how retired electric vehicle batteries can be efficiently tested, aggregated, and repurposed fo…
13 statements 4 featured 3 assessments
🎙CATALYST
45m Five big questions emerging from the OBBB
In this episode of Catalyst, host Shayle Kann and Energy Impact Partners' Andy Lubershain analyze five critical policy and economic questions arising from the passage of the 'One Big, Beauti…
16 statements 4 featured 6 assessments 1 contradicted
🎙CATALYST
35m Tumult in residential solar
Host Shayle Kann and Jefferies analyst Julian Dumoulin-Smith analyze the severe macroeconomic, regulatory, and federal tax policy headwinds roiling the U.S. residential solar market, detaili…
15 statements 4 featured 7 assessments 1 contradicted
🎙CATALYST
37m Fresh intel from state utility regulatory filings
Host Shayle Kann and guest Nat Bullard examine empirical intelligence extracted from state utility regulatory filings, revealing the profound grid impacts of surging data center power demand…
11 statements 4 featured 6 assessments
🎙CATALYST
37m GM's big new battery tech push
In this episode of Catalyst, host Shail Khan interviews Kurt Kelty, Vice President of Battery Propulsion and Sustainability at General Motors, to examine GM's breakthrough Lithium Manganese-…
15 statements 5 featured 2 assessments
🎙CATALYST
32m The story of steam
Host Shail Khan and AtmosZero co-founder Addison Stark explore the massive challenge of decarbonizing industrial steam, explaining why traditional waste heat recovery is an economic trap and…
9 statements 3 featured 5 assessments
🎙CATALYST
36m The state of play of data center development
Host Shail Khan interviews Digital Realty CTO Chris Sharp to explore the realities of data center development during the AI boom, contrasting speculative industry hype with genuine grid bott…
17 statements 5 featured 5 assessments
🎙CATALYST
39m The gas turbine crunch
This episode of Catalyst features energy consultant Tony Brough analyzing the severe supply chain bottlenecks, soaring lead times, and multi-year procurement backlogs currently gripping the …
11 statements 4 featured 6 assessments
🎙CATALYST
32m How geothermal gets built
In this episode of Catalyst, host Shayle Kann and Zanskar CEO Carl Hoyland examine the mechanics, history, and development lifecycle of geothermal energy, outlining how modern exploration te…
12 statements 3 featured 5 assessments
🎙CATALYST
36m What to make of Trump's deep-sea minerals push
Host Shayle Khan interviews Ocean Minerals CEO Hans Smit to explore the geopolitical, regulatory, technological, and economic realities of deep-sea mining following a U.S. executive order ai…
12 statements 4 featured 6 assessments
🎙CATALYST
26m A former race car engineer on battery safety and supply chains [partner content]
In this Latitude Studios interview, LG Energy Solution Vertech Chief Product Officer Tristan Doherty discusses how his IndyCar engineering background informs battery safety, modular containe…
14 statements 4 featured 6 assessments 1 contradicted
🎙CATALYST
37m Terrawatt Infrastructure’s billion-dollar strategy
In this episode of The Green Blueprint, host Laura Pierpoint speaks with Terawatt Infrastructure CEO Neha Palmer about deploying institutional capital to build multi-megawatt charging depots…
19 statements 5 featured 7 assessments
🎙CATALYST
39m The U.S. nuclear groundswell
In this episode of Catalyst, host Shayle Kann speaks with Elemental Power CEO Chris Colbert to analyze the resurgence of the U.S. nuclear energy industry, detailing how tech hyperscalers, mo…
21 statements 6 featured 6 assessments
🎙CATALYST
26m Frontier Forum: Unlocking next-generation VPPs
In this Frontier Forum interview, Renew Home CEO Ben Brown and host Stephen Lacey discuss how next-generation virtual power plants leverage artificial intelligence, consumer smart thermostat…
13 statements 5 featured 4 assessments
🎙CATALYST
45m Catalyst Live at SF Climate Week
Recorded live at San Francisco Climate Week, host Shail Khan and industry leaders Mike Schroepfer and Nick Chaset evaluate emerging climate technologies, debate market hype across sectors li…
21 statements 5 featured 3 assessments
🎙CATALYST
33m The geopolitics of rare earth elements
In this episode of Catalyst, host Shail Khan interviews Cyclic Materials CEO Ahmad Gariman to dissect China's multi-decade monopoly over the rare earth element and permanent magnet supply ch…
15 statements 6 featured 11 assessments 1 contradicted
🎙CATALYST
20m What’s next for the battery storage boom? [partner content]
Powen CEO Jeff Waters joins host Stephen Lacey to discuss the explosive growth of the U.S. utility-scale energy storage sector, analyzing how plummeting battery costs, surging AI power deman…
16 statements 5 featured 6 assessments
🎙CATALYST
38m Serving data center load with carbon capture
In this episode of Catalyst, host Shail Khan and Carbon Direct Chief Scientist Dr. Julio Friedmann explore whether natural gas generation paired with carbon capture and sequestration can rea…
18 statements 5 featured 9 assessments
🎙CATALYST
34m How climate disasters are shaping insurance markets
In this episode of Catalyst, host Shail Khan and environmental economist Dr. Judson Boomhauer examine how escalating climate disasters are destabilizing the homeowners insurance industry. Th…
15 statements 3 featured 4 assessments
🎙CATALYST
28m Frontier Forum: Future-proofing data center power infrastructure
This panel discussion explores how data center operators can deploy modular, on-site microgrids to bypass multi-year utility interconnection queues, manage volatile AI compute loads, and ach…
8 statements 2 featured 3 assessments
🎙CATALYST
38m Specialized AI brains for physical industry
In this episode of Catalyst, host Shail Khan and investor Sam Smith-Eppsteiner examine why specialized vertical artificial intelligence is poised to transform heavy physical industries. They…
11 statements 4 featured 3 assessments
🎙CATALYST
32m The potential for flexible data centers
Host Shayle Khan interviews energy researcher Tyler Norris to explore how modest load flexibility can unlock nearly 100 gigawatts of electrical grid headroom for expanding AI data centers wh…
12 statements 4 featured 10 assessments
🎙CATALYST
34m Frontier Forum: How tax credit transfers are reshaping energy finance
This Frontier Forum panel presented by Latitude Media and Crux examines how the clean energy tax credit transfer market tripled in volume during 2024. Industry experts analyze corporate buye…
9 statements 4 featured 5 assessments
🎙CATALYST
44m The coming robotics wave
In this episode of Catalyst, Shail Khan and Andy Lubbershane explore the emergence of physical AI and robotics across the energy sector, analyzing the labor shortages driving demand, the har…
9 statements 3 featured 3 assessments
🎙CATALYST
36m An ode to electrochemistry
Host Shayle Kann interviews MIT professor and clean tech entrepreneur Yet-Ming Chiang to explore the fundamental physics, engineering constraints, and transformative potential of electrochem…
13 statements 3 featured 3 assessments
🎙CATALYST
17m How AI is solving real utility challenges [partner content]
In this Latitude Studios podcast episode, Microsoft power and utilities expert Laurent Bueneau discusses how artificial intelligence addresses core challenges in the electric utility sector.…
10 statements 4 featured 4 assessments
🎙CATALYST
55m A skeptic’s take on AI electricity load growth
In this episode of Catalyst, host Shayle Kann and data center energy expert John Koomey critically examine the narrative surrounding AI electricity demand, demonstrating through historical t…
13 statements 4 featured 5 assessments
🎙CATALYST
42m Cultivated meat’s “trough of disillusionment”
Host Shail Khan and New Harvest executive director Isha Datar analyze why the cellular agriculture industry entered the hype cycle's 'trough of disillusionment' and discuss the technical, ec…
17 statements 4 featured 2 assessments
🎙CATALYST
45m The promise and perils of sodium-ion batteries
Host Shayle Khan and battery researcher Adrian Yao critically analyze the techno-economic viability of sodium-ion batteries, contrasting low raw material costs against the energy density hur…
13 statements 4 featured 10 assessments 1 contradicted
🎙CATALYST
45m The case for colocating data centers and generation
In this episode of Catalyst, host Shayle Kann interviews Sheldon Kimber, CEO of Intersect Power, exploring how co-locating multi-gigawatt clean energy and storage assets directly with AI dat…
14 statements 4 featured 5 assessments 1 contradicted
🎙CATALYST
48m More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Host Shayle Kann and energy analyst Nat Bullard evaluate key data trends shaping the global energy landscape, analyzing renewable curtailment, transmission stagnation, and power load growth.…
25 statements 8 featured 22 assessments 2 contradicted
🎙CATALYST
30m Are utilities ready to fully harness demand flexibility? [partner content]
In this podcast discussion presented with GridX, host Stephen Lacey and Chief Commercial Officer Scott Engstrom examine how modern time-varying rate designs, advanced analytics, and automate…
10 statements 3 featured 5 assessments
🎙CATALYST
34m 2025 trends: aerosols, oil demand, and carbon removal
In this episode of Catalyst, host Shail Khan and energy analyst Nat Bullard analyze standout slides from Bullard's annual climate report, dissecting critical trends including the warming eff…
9 statements 4 featured 7 assessments 2 contradicted
🎙CATALYST
39m The climate-ag grab bag
In this episode of Catalyst, host Shayle Kann and journalist Mike Grunwald examine the agricultural trilemma of producing enough calories for ten billion people by 2050 while halting defores…
20 statements 6 featured 13 assessments 2 contradicted
🎙CATALYST
56m FOAK tales
Host Shail Khan and Breakthrough Energy Catalyst head Mario Fernandez break down actionable playbooks for financing and deploying first-of-a-kind (FOAK) climate infrastructure assets. The co…
19 statements 5 featured 2 assessments 2 contradicted
🎙CATALYST
39m Making DERs work for load growth
Host Shayle Kann and Sparkfund CEO Pierre Lafarge explore Distributed Capacity Procurement (DCP), examining how utilities can rapidly deploy and stack value from customer-sited solar, batter…
16 statements 5 featured 4 assessments
🎙CATALYST
37m Lithium’s wild ride
Host Shayle Kann and author Ernest Scheyder explore the complex global lithium supply chain, analyzing extraction geology, midstream chemical refining, extreme price volatility, and the geop…
16 statements 4 featured 10 assessments 1 contradicted