Catalyst with Shayle Kann

In 2024, Tom Burton described the clean energy transition as entering its “third inning” — a phase defined by execution and scale. A year later, the game looks very different. In this episode, produc...

20 Jan 19min

It’s a new year, which means the veteran energy analyst Nat Bullard has dropped another annual, data-rich presentation on the state of energy and decarbonization. And per what has become tradition, N...

15 Jan 46min

For “deep tech” or industrial tech investors, a captivating idea on paper doesn’t always translate into a sustainable or viable business. Even a remarkable technological breakthrough isn’t guaranteed ...

8 Jan 52min

Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integr...

2 Jan 44min

Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement const...

26 Des 202538min

Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications bec...

18 Des 202547min

Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like da...

11 Des 202535min

The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play ...

4 Des 202534min