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)

Frontier Forum: How VPPs earn grid-scale trust [partner content]

Frontier Forum: How VPPs earn grid-scale trust [partner content]

Can a grid operator tell the difference between a virtual power plant and a traditional one? That’s the idea behind the Huels Test, a framework developed by EnergyHub to answer a simple but consequen...

10 Mar 35min

Digging deep for super hot geothermal

Digging deep for super hot geothermal

Despite its ability to deliver ample carbon-free energy, the potential of geothermal and EGS is limited by the number of drilling sites close enough to the earth’s surface. But a few pioneering compa...

5 Mar 36min

Volts crossover: Six big energy questions

Volts crossover: Six big energy questions

They’re at it again. Two years after they last teamed up for a Volts/Catalyst crossover episode, David Roberts joins Shayle for another far-ranging conversation exploring the future of energy. Their p...

25 Feb 1h 4min

The rise of grid power electronics with Drew Baglino

The rise of grid power electronics with Drew Baglino

For decades, the physical equipment underpinning the electric grid has remained largely unchanged: passive, "dumb" devices installed as far back as the 1970s that lack much real-time control. But toda...

19 Feb 50min

PJM and ERCOT navigate a capacity rollercoaster

PJM and ERCOT navigate a capacity rollercoaster

Last year, the PJM capacity crunch became a focal point for an entire industry struggling to navigate the explosive growth of hyperscaler data centers. Yet even in the first two months of 2026, capaci...

12 Feb 40min

The path to market for new nuclear reactors

The path to market for new nuclear reactors

Spurred by a suite of executive orders and investments from the federal government, new nuclear reactors are coming soon. Or the announcements are at least.  The advanced nuclear sector has found its...

5 Feb 34min

The rise of permissionless DERs

The rise of permissionless DERs

Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and in...

29 Jan 35min

More 2026 trends: Solar costs, oil oversupply, and the startup slump

More 2026 trends: Solar costs, oil oversupply, and the startup slump

We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we rec...

22 Jan 25min

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