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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Avsnitt(271)

Building a supply chain for rare earth elements

Building a supply chain for rare earth elements

Rare earth elements (REEs) are essential ingredients in electric vehicles, wind turbines, and many electronics. As with most critical minerals, China controls the vast majority of the REE supply chain...

25 Apr 202439min

How an obscure, 100-year old law is disrupting U.S. energy

How an obscure, 100-year old law is disrupting U.S. energy

A little-known U.S. law called the Jones Act shapes climate tech in weird ways — like hindering offshore wind deployment and pushing up energy prices. The law, part of the Merchant Marine Act of 1920,...

18 Apr 202440min

The Big Switch: Are Batteries the New Oil?

The Big Switch: Are Batteries the New Oil?

This week we’re bringing you a deep dive into battery supply chains — the season premier of The Big Switch, a show that Latitude Media makes in partnership with Columbia University’s SIPA Center on Gl...

11 Apr 202446min

The world of battery recycling

The world of battery recycling

The lithium-ion battery business is taking off, and the battery recycling business is close behind. Financiers are pouring over a billion dollars into recycling companies like Redwood Materials, Ascen...

4 Apr 202436min

The electricity gauntlet has arrived

The electricity gauntlet has arrived

The electricity gauntlet we covered last year has been having a moment in the national spotlight, with coverage of rising load growth in the New York Times, the Wall Street Journal, and the Washington...

28 Mars 202447min

Digging into the SEC climate disclosure rules

Digging into the SEC climate disclosure rules

The U.S. Securities and Exchange Commission approved new rules this month on what information companies must disclose about their greenhouse gas emissions and climate risks, but notably dropped more s...

21 Mars 202432min

Climate tech’s tough year in the public markets

Climate tech’s tough year in the public markets

Two major indicators of climate tech stocks – the S&P Clean Energy Index and the MAC Global Solar Index – are significantly trailing the overall market. They’ve been declining for months, down from th...

14 Mars 202440min

The early days of AI on the grid

The early days of AI on the grid

The first wave of digital grid infrastructure in the U.S. didn’t quite deliver on its promises. More than 100 million smart meters have rolled out across the country, buoyed initially by billions in f...

8 Mars 202437min

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