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Artwork for Catalyst

Catalyst with Shayle Kann

Latitude Media
Data Centers
Decarbonization
Clean Energy
Electric Vehicles
Artificial Intelligence
Climate Technology
China
Sustainable Aviation Fuel
Renewable Energy
Climate Change
Energy Storage
Natural Gas
Biomass
Distributed Energy Resources
Geothermal Energy
Carbon Removal
Energy Transition
Nuclear Energy
Maritime Shipping
Electrification

Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.

PublishesWeeklyEpisodes260Founded5 years ago
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Artwork for Catalyst

Latest Episodes

While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening. We are entering what Energy Impact Partners’ head of research Andy Lubershane calls the "electric s... more

In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany.

Yet this massive global shift feels nearly invisible in the U.S. A 100% tariff ... more

While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation.

In this episode, Shayle speaks to Nic Fulghum, senior energy and climate data analyst at Ember. Nic is the co-a... more

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea.

In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Panthalassa. The company is building 85-meter steel "nod... more

Key Facts

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Recent Guests

Michael Dunne
CEO of Dunne Insights, author and analyst who has tracked China's auto industry for decades
Dunne Insights
Episode: How China is reshaping the global auto market
Nick Fulgham
Senior Energy and Climate Data Analyst at Ember
Ember
Episode: Surprising trends in global electricity generation
Garth Sheldon-Coulson
Co-founder and CEO of Panthalassa
Panthalassa
Episode: Building inference data centers on the high seas
Carrie von Muench
COO at Pacific Fusion
Pacific Fusion
Episode: A blueprint for scalable fusion power
Josh Linville
Vice President of Fertilizer at StoneX
StoneX
Episode: Inside the global fertilizer crunch
Eyal Cohen
Founder and CEO of Humble Robotics
Humble Robotics
Episode: Cracking the code on autonomous trucking
George Hershman
CEO of SOLV Energy
SOLV Energy
Episode: How AI is modernizing EPCs
Amin Vahdat
Chief Technologist for AI Infrastructure at Google
Google
Episode: Inside Google’s massive AI capex (live)
Zach Dell
Co-founder and CEO of Base Power
Base Power
Episode: How Base Power plans to use its fresh $1B [re-published]

Host

Shayle Kann
Host and primary on-air presenter; principal spokesperson for the show; frequently affiliated with energy-focused investment and media groups.

Reviews

4.9 out of 5 stars from 768 ratings
  • Right? Right? Right?

    Why is Dr.Shafer saying “Right?” so much. Hard episode, right?

    Apple Podcasts
    5
    WilderLander
    United States3 months ago
  • Great podcast

    Great info about new energy and AI tech, policy and economics. Easy to listen ti and understand. Even though hosted by a VC guy it is actually less wonky than the journalist hosted competition (Volts)

    Apple Podcasts
    5
    ChowderSoundersFan
    United States5 months ago
  • Excellent show

    In depth, easy to understand and thoughtful!

    Apple Podcasts
    5
    tryitout1992
    United States5 months ago
  • Great energy podcast

    In my top energy podcasts - always learn lots

    Apple Podcasts
    5
    Fearaschiarrai
    United Kingdom2 years ago
  • Never not interesting

    Every episode - great guests, great insights. Highly recommended. Thank you for sharing Shayle.

    Apple Podcasts
    5
    A&J£G
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Length and structure are appreciated, with a balance of theory and real-world examples.
Listeners praise the host for asking sharp, non-flashy questions that cut to the core issues.
Content is deep but accessible, with practical takeaways for listeners involved in climate tech and investing.
Guests are consistently high-caliber and well-prepared, delivering actionable insights.
The show is regarded as a trustworthy, data-driven source in climate-tech discourse.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Spotify
#43
United States/Technology
Apple Podcasts
#111
United States/Technology
Apple Podcasts
#122
Canada/Technology
Apple Podcasts
#146
Australia/Technology
Apple Podcasts
#33
United Arab Emirates/Technology
Apple Podcasts
#42
Sweden/Technology

Talking Points

Recent interactions between the hosts and their guests.

Surprising trends in global electricity generation
Q: Talk to me about how much solar generation increased in 2025.
Nick explains that solar added 636 terawatt hours of net generation in 2025, representing about three quarters of the total global net generation increase of 849 terawatt hours, signaling that solar is driving most of the growth and is now a major, increasingly dominant part of the energy mix.
A blueprint for scalable fusion power
Q: What does post-net-facility gain look like in terms of capital cost and why is modularity so important for cost curves?
Post-net gain, the path depends on the technology, but for Pulsar-Driven Inertial Fusion, modular blocks and high-volume manufacturing enable rapid iteration, reduce capex through mass production, and allow upgrades to drive down the levelized cost of energy as the fleet scales.
A blueprint for scalable fusion power
Q: Can you walk me through how you think about the milestones that we really should be looking out for to track progress toward commercial viability?
The milestones begin with ignition and high gain benchmarks demonstrated in research labs, then moving toward net facility gain for the entire system, and finally achieving a practical, scalable, cost-effective fusion power plant through modular, mass-manufacturable components and higher repetition rate capabilities.
How AI is modernizing EPCs
Q: What is the rate limiter on SOLV Energy's growth and how would you scale to 50 gigawatts per year?
The main bottleneck is logistics and the ability to move equipment and resources efficiently; people can be recruited and trained, but the real constraint is moving the trucks, laydown yards, and coordinating material flow at scale.
Inside Google’s massive AI capex (live)
Q: What are the long-term CAPEX optimization opportunities, and could the same amount of capacity be built more cheaply in five years?
There are significant opportunities in software and hardware co-design, optimizing power-to-space ratios, and building flexible, multi-use data center designs that can adapt to evolving workloads, potentially reducing total expenditure per unit of useful work.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Catalyst

What is Catalyst about and what kind of topics does it cover?

Covers a wide range of climate-tech topics at the intersection of energy, policy, and innovation, with in-depth conversations featuring investors, operators, researchers, and founders. Episodes frequently explore decarbonization strategies, grid modernization, capital markets for clean tech, and the economics of scaling breakthrough technologies, often framed by real-world project finance, regulatory dynamics, and technology deployment. Notable strengths include high-caliber guests, rigorous fact-based discussions, and a clear focus on actionable insights for practitioners, investors, and engineers. The show tends to blend technical detail with market context, offering valuable perspective for those evaluating climate-tech opportunities or ... more

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Which podcasts are similar to Catalyst?

These podcasts share a similar audience with Catalyst:

1. Open Circuit
2. Energy Gang
3. The Green Blueprint
4. Interchange Recharged
5. Volts

How many episodes of Catalyst are there?

Catalyst launched 5 years ago and published 260 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Catalyst?

Recent guests on Catalyst include:

1. Michael Dunne
2. Nick Fulgham
3. Garth Sheldon-Coulson
4. Carrie von Muench
5. Josh Linville
6. Eyal Cohen
7. George Hershman
8. Amin Vahdat

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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