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Artwork for Catalyst

Catalyst with Shayle Kann

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

A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization?... more

PublishesWeeklyEpisodes270Founded5 years ago
Number of ListenersCategories
TechnologyBusinessInvesting

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Artwork for Catalyst

Latest Episodes

Everyone loves to talk about the “broken grid.” But if you look inside a utility’s planning and operations functions, a different picture emerges: infrastructure that is remarkably reliable, built and run by engineers solving impossibly complex probl... more

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure.

But DERs never took off, at least not at the scale th... more

This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios.

Energy policy has become increasingly polarized just as the U.S. faces record electricity demand, a rapidly expanding AI economy, and growing c... more

The race to build AI infrastructure is often framed around the availability of power, chips, and capital. But another critical constraint is becoming impossible to ignore: skilled labor. In this episode, Shayle sits down with Raymond Hawkins, chief ... more

Key Facts

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Recent Guests

Raymond Hawkins
Chief Customer Officer at Compass Datacenters
Compass Datacenters
Episode: The electrician shortage slowing the AI boom
Tim Hade
CEO of Brightfield Infrastructure; later Senior Vice President at Voltus
Voltus (via acquisition of Brightfield Infrastructure)
Episode: The commercial battery comeback
Steve Letendre
Senior Advisor at the Vehicle-Grid Integration Council and founder/editor of v2gnews.com
Vehicle-Grid Integration Council (VGIC); v2gnews.com
Episode: The multi-billion dollar promise of vehicle-to-grid integration
Bob Sorensen
Chief Analyst for Quantum Computing
Hyperion Research
Episode: When will quantum computing have its breakout moment?
Jeremie Eliahou Ontiveros
Leads data center and energy infrastructure research at SemiAnalysis
SemiAnalysis
Episode: Inside the AI power wars
Yanai Yedvab
CEO and co-founder of Stardust
Stardust
Episode: Inside the most sophisticated plan for solar geoengineering
Maeve Allsup
Founding reporter at Latitude Media
Latitude Media
Episode: How data centers are complicating transmission expansion
Andy Lubershane
Partner and head of research at Energy Impact Partners
Energy Impact Partners
Episode: Enter the electric supercycle
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

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 772 ratings
  • Soft spoken

    Shayla Kann is knowledgeable on many subjects and soft spoken, I am not an investor I just like to learn about different things .

    Apple Podcasts
    5
    Erd reddy
    United States2 months ago
  • Right? Right? Right?

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

    Apple Podcasts
    5
    WilderLander
    United States5 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 States7 months ago
  • Excellent show

    In depth, easy to understand and thoughtful!

    Apple Podcasts
    5
    tryitout1992
    United States7 months ago
  • Great energy podcast

    In my top energy podcasts - always learn lots

    Apple Podcasts
    5
    Fearaschiarrai
    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
#97
United States/Technology
Apple Podcasts
#91
United Kingdom/Technology
Apple Podcasts
#126
Canada/Technology
Apple Podcasts
#92
Australia/Technology
Apple Podcasts
#154
Italy/Technology

Talking Points

Recent interactions between the hosts and their guests.

The commercial battery comeback
Q: Start by telling me why it has sucked historically. What's your diagnosis of the historical problem?
Historically, C&I storage struggled because the economics were not compelling enough for a broad base of customers; the hardware existed, but soft costs—installation and especially transaction costs like interconnection and financing—were high, and the value proposition was not clear enough to drive mass adoption. Over the last 18 months, costs have fallen, ITCs have been preserved, and the value stack has expanded beyond simple energy savings to include demand charges, TOU arbitrage, and now capacity and aggregation, making it much easier to justify and finance projects.
When will quantum computing have its breakout moment?
Q: How do AI and quantum computing relate in the context of materials discovery and design?
AI and quantum computing are described as complementary: AI accelerates materials discovery through data-driven approaches, while quantum computing focuses on physics-based simulations and more fundamentally accurate modeling, with experts emphasizing human-in-the-loop explainability and the potential for AI to guide, not replace, quantum experimentation.
When will quantum computing have its breakout moment?
Q: What are the biggest hurdles that could delay real-world adoption?
Major hurdles include error correction and the race to fault-tolerant QC, the challenge of scaling physical qubits to logical qubits, and the risk of hype-driven funding creating a crowded field where many vendors may fail without delivering commensurate performance gains.
When will quantum computing have its breakout moment?
Q: Where are we today in the quantum computing journey, and how close are we to practical, useful applications?
The guest outlines three mainstream classes of applications—quantum simulations of molecular/chemical processes, optimization problems (like large-scale scheduling and routing), and traditional computational kernels—anticipating meaningful, though still incremental, progress in the next few years, with true practical impact likely after substantial advances in fault-tolerant quantum computing.
The multi-billion dollar promise of vehicle-to-grid integration
Q: What policy or market shifts would most accelerate V2G?
Clear interconnection standards, safety certifications, and state or utility-level compensation for grid flexibility would accelerate adoption, similar to how net metering and interconnection rules spurred rooftop solar decades ago.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
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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. Energy Empire
4. The Green Blueprint
5. Interchange Recharged

How many episodes of Catalyst are there?

Catalyst launched 5 years ago and published 270 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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Where can I see ratings and reviews for Catalyst?

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What guests have appeared on Catalyst?

Recent guests on Catalyst include:

1. Raymond Hawkins
2. Tim Hade
3. Steve Letendre
4. Bob Sorensen
5. Jeremie Eliahou Ontiveros
6. Yanai Yedvab
7. Maeve Allsup
8. Andy Lubershane

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