AMA: Fuel cells, geopolitics, and the solar growth curve

AMA: Fuel cells, geopolitics, and the solar growth curve

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episode. He discusses the year’s biggest stories, the trends that have surprised him the most, and his hot takes on the current energy landscape. Shayle dives into topics including: - The data center backlash and why it has become more bipartisan than he expected - The impacts of the war in Iran on global EV adoption, and how the rollback of U.S. tax credits has countered that momentum - Why fuel cell maker Bloom Energy is flourishing amidst the rush for behind-the-meter generation - Tariff innovations: How big data centers could subsidize retail electricity rates in small utility territories - Why Shayle thinks predictions of a flattening U.S. solar market are underestimating massive growth potential - Hot take: why Shayle thinks massive grid capacity is about to hit the system - Catalyst: What comes after the data center backlash? - Catalyst: Can AI revolutionize grid operations? - Catalyst: Why C&I storage is finally taking off - Catalyst: Enter the electric supercycle - Catalyst: Inside the global fertilizer crunch Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at ⁠https://www.energyhub.com/⁠ Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting ⁠https://www.bloomenergy.com⁠ This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at ⁠https://www.engieresources.com

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Jaksot(277)

ERCOT batteries: boom, bust, or rebound?

ERCOT batteries: boom, bust, or rebound?

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 ...

1 Loka 37min

The rush for clean, on-site power [partner content]

The rush for clean, on-site power [partner content]

This is a partner episode, brought to you by Bloom Energy. Long interconnection queues, fragile supply chains, and a lack of grid capacity are pushing a wide range of C&I customers to invest in distr...

28 Syys 31min

Anduril's vision for powering maritime defense

Anduril's vision for powering maritime defense

Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? To help answer tha...

24 Syys 32min

Do data centers actually increase electricity prices? No...and yes

Do data centers actually increase electricity prices? No...and yes

You don’t have to look far to see the vitriol and backlash ignited by the rapid expansion of hyperscaler data centers. While critics and activists tend to focus their ire on resource consumption and r...

10 Syys 42min

What comes after the data center backlash?

What comes after the data center backlash?

In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they fac...

3 Syys 47min

The rise of metal fuels

The rise of metal fuels

Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, nois...

27 Elo 40min

Can AI revolutionize grid operations?

Can AI revolutionize grid operations?

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...

20 Elo 39min

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