Rephonic
Artwork for Catalyst

Catalyst with Shayle Kann

Latitude Media
Data Centers
Artificial Intelligence
Decarbonization
Clean Energy
Electric Vehicles
Climate Technology
China
Energy Storage
Sustainable Aviation Fuel
Renewable Energy
Climate Change
Natural Gas
Distributed Energy Resources
Biomass
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

PublishesWeeklyEpisodes280Founded5 years ago
Number of ListenersCategories
TechnologyBusinessInvesting

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Artwork for Catalyst

Latest Episodes

It’s no secret that hyperscalers’ behind-the-meter gas bonanza could generate enormous CO2 emissions. But the BTM boom could become responsible for another, less-publicized emissions issue: upstream and onsite methane leaks that could derail decarbon... more

YouTube

As data center-driven load growth continues to rise, hyperscalers are turning to natural gas – both in front of and behind the meter — to secure power. But whether the natural gas pipeline system has the bandwidth to support this surging demand remai... more

YouTube

Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents say data centers use a negligible amount of water,... more

YouTube

It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed to seventeen gigawatts…with at least five more gig... more

YouTube

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Recent Guests

Eric McGuire
Director of natural gas and LNG trading analytics at Wood Mackenzie.
Wood Mackenzie
Episode: Can natural gas supply handle the AI boom?
Tim Shedd
Founder of Ebullient Insights, data center cooling expert
Ebullient Insights
Episode: The truth about data center water usage
Brandt Vermillion
US market lead at Modo Energy
Modo Energy
Episode: ERCOT batteries: boom, bust, or rebound?
Aman Joshi
Chief Commercial Officer, Bloom Energy
Bloom Energy
Episode: The rush for clean, on-site power [partner content]
Dr. Andrew Nuss
Head of Growth and Strategy in the Maritime Division at Anduril
Anduril
Episode: Anduril's vision for powering maritime defense
Andy Lubershane
Partner and Head of Research at Energy Impact Partners
Energy Impact Partners
Episode: Do data centers actually increase electricity prices? No...and yes
Brian Janous
Co-founder and Chief Commercial Officer of Cloverleaf Infrastructure
Cloverleaf Infrastructure
Episode: What comes after the data center backlash?
Richard Wang
Co-founder and CEO of Voya Energy
Voya Energy
Episode: The rise of metal fuels
Josh Wong
CEO and founder of ThinkLabs
ThinkLabs
Episode: Can AI revolutionize grid operations?

Host

Shayle Kann
Host of Catalyst, energy investor and journalist known for deep-dive interviews with industry experts.

Reviews

4.9 out of 5 stars from 778 ratings
  • Stipend

    On the latest episode on data center backlash, is it impossible to simply pay community members a monthly stipend, similar to Alaska’s model of oil companies paying Alaskans for drilling? I’d wager there would be more community support when direct impacts are felt. Ofc, this would have to be in addition to the property tax decreases and increase in school funding. Because we are tired! We are tired of companies benefitting from tax breaks, tax incentives and in-lieu-of-tax benefits. People ... more

    Apple Podcasts
    5
    yakid2
    United States2 months ago
  • 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 States4 months ago
  • Right? Right? Right?

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

    Apple Podcasts
    5
    WilderLander
    United States7 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 States9 months ago
  • Excellent show

    In depth, easy to understand and thoughtful!

    Apple Podcasts
    5
    tryitout1992
    United States9 months ago

Listeners Say

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

Guests are consistently high-caliber, bringing practical expertise to complex topics.
Shows are described as a reliable, deep dive into climate tech and energy infrastructure with actionable takeaways.
Listeners praise the host's clarity and depth, calling episodes thoughtful and accessible.

Chart Rankings

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

Spotify
#39
United States/Technology
Apple Podcasts
#94
United States/Technology
Apple Podcasts
#110
Canada/Technology
Apple Podcasts
#169
United Kingdom/Technology
Apple Podcasts
#155
France/Technology
Apple Podcasts
#182
Germany/Technology

Talking Points

Recent interactions between the hosts and their guests.

Can natural gas supply handle the AI boom?
Q: What is your outlook on pricing for natural gas, given all of this?
McGuire expects production to respond to demand and does not anticipate a return to persistently high prices, but expects tighter deliverability and greater price volatility during peak winter periods.
Can natural gas supply handle the AI boom?
Q: If you're trying to tap into a natural gas pipeline, what does that process look like today?
A new customer may need a pipeline header connection, then must secure transportation capacity to move gas from supply to the facility. Large loads requiring new pipeline capacity may face additional regulatory and environmental scrutiny.
The truth about data center water usage
Q: Okay. So now explain the relationship between the cooling architecture and water consumption at the data center level.
The relationship is largely decoupled: the cooling architecture (whether air, liquid, direct-to-chip, or immersion) determines how efficiently heat is collected and moved to the external heat rejection system, and the water use depends on how that heat rejection system is designed for a given climate. By increasing the temperature of the heat source at the cooling system interface and optimizing heat rejection, data centers can reduce water use while maintaining performance.
The rush for clean, on-site power [partner content]
Q: What differences do you observe between food producers and automakers in their power needs?
While megawatt scales differ, all large manufacturers seek reliable, affordable power; Bloom's approach emphasizes delivering the lowest delivered cost of electricity with high reliability and minimal environmental impact, regardless of industry.
The rush for clean, on-site power [partner content]
Q: Are you seeing differences in terms of the sophistication of energy teams at these companies?
Energy teams vary, but at the high level, across CNI and data centers, organizations focus on reliable power at a cost that competes with or beats the grid, while also considering emissions, water use, and the ability to support AI workloads with high reliability.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Catalyst

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

Catalyst features sharp, market-aware conversations with energy investors, policymakers, researchers, and executives about the economics, policy, and technology shaping decarbonization. Episodes frequently center on grid modernization, data-center electricity demand, energy storage economics, AI's impact on energy, and emerging tech like fusion, solar geoengineering, and offshore computing. The show tends to balance rigorous technical detail with practical investment and policy implications, making it valuable for listeners who want actionable insights for strategy, partnerships, and sponsored opportunities in climate tech and energy infrastructure. A notable strength is bringing cross-disciplinary guests who connect policy, finance, and en... more

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Which podcasts are similar to Catalyst?

These podcasts share a similar audience with Catalyst:

1. Open Circuit
2. Energy Empire
3. Energy Gang
4. Volts
5. Interchange Recharged

How many episodes of Catalyst are there?

Catalyst launched 5 years ago and published 280 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. Eric McGuire
2. Tim Shedd
3. Brandt Vermillion
4. Aman Joshi
5. Dr. Andrew Nuss
6. Andy Lubershane
7. Brian Janous
8. Richard Wang

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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