Rephonic
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
Natural Gas
Energy Storage
Biomass
Distributed Energy Resources
Geothermal Energy
Carbon Removal
Energy Transition
Nuclear Energy
Maritime Shipping
Carbon Capture

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

PublishesWeeklyEpisodes263Founded5 years ago
Number of ListenersCategories
BusinessInvestingTechnology

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Artwork for Catalyst

Latest Episodes

For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium, and Nvidia’s market dominance. But those same com... more

One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem.

By Stardust Solutions’ estimate, dispersing three million tons of ref... more

Electric transmission development is notoriously difficult, and these days, NIMBYism gets the brunt of the blame. But as data center loads surge and electricity prices climb, there’s a new roadblock –  the messy world of multi-state cost allocation. more

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

Key Facts

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Recent Guests

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
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

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 770 ratings
  • Right? Right? Right?

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

    Apple Podcasts
    5
    WilderLander
    United States4 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 States6 months ago
  • Excellent show

    In depth, easy to understand and thoughtful!

    Apple Podcasts
    5
    tryitout1992
    United States6 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
#39
United States/Technology
Apple Podcasts
#79
United States/Technology
Apple Podcasts
#139
Canada/Technology
Apple Podcasts
#18
Italy/Technology
Apple Podcasts
#155
Germany/Technology
Apple Podcasts
#235
Australia/Technology

Talking Points

Recent interactions between the hosts and their guests.

How data centers are complicating transmission expansion
Q: Can you walk me through the timeline of MARL and what's happened since 2022?
The project was approved in 2022, but development stalled as policy and public sentiment shifted, load growth exploded, and later regulatory conversations, including the Right Payor Protection Pledge, changed the dynamics of cost allocation, making construction slower and more contentious.
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.

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?

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. Energy Empire

How many episodes of Catalyst are there?

Catalyst launched 5 years ago and published 263 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Catalyst?

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What guests have appeared on Catalyst?

Recent guests on Catalyst include:

1. Yanai Yedvab
2. Maeve Allsup
3. Andy Lubershane
4. Michael Dunne
5. Nick Fulgham
6. Garth Sheldon-Coulson
7. Carrie von Muench
8. Josh Linville

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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