Catalyst with Shayle Kann
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? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.

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Episoder(275)

How Base Power plans to use its fresh $1B [re-published]

How Base Power plans to use its fresh $1B [re-published]

[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a ⁠$1 billion series C⁠, giving the residential battery c...

16 Apr 39min

The rise of flexible data centers

The rise of flexible data centers

As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they could consume up to 17% of all US power by 2030. To a...

9 Apr 43min

Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]

Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]

In 2025, the clean energy market navigated a mix of shifting tariffs, evolving FEOC compliance rules, and uncertainty around tax policy. On the surface, it looked like a year defined by instability. ...

6 Apr 33min

Building a domestic nuclear fuel supply chain

Building a domestic nuclear fuel supply chain

Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical choke points and a heavy reliance on countries like Ru...

2 Apr 38min

Battery booms and the rise of flexibility [partner content]

Battery booms and the rise of flexibility [partner content]

Battery markets have a pattern: They boom, capital floods in, prices collapse, and then the cycle starts again. So as storage becomes more important than ever, how do we maximize revenue and deliver ...

30 Mar 30min

The state and future of nuclear waste

The state and future of nuclear waste

The nuclear power sector is gaining a lot of momentum. But even as SMRs continue to flourish, the Department of Energy’s reactor pilot program moves forward, and decommissioned plants come back online...

26 Mar 34min

Scaling America's domestic solar supply chain

Scaling America's domestic solar supply chain

Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up. In this episode, Shayle talks to Scot...

19 Mar 40min

AI scaling pathways: on grid, on edge, off grid, off planet

AI scaling pathways: on grid, on edge, off grid, off planet

As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable generation remain few and far between. In this episo...

12 Mar 42min

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