Catalyst With Shayle Kann podcast

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The Wednesday Season 2 Official Woecast

1
Here We Woe Again: Jenna Ortega, Creators Al Gough & Miles Millar 31:46

vor 11 Tagen31:46

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BE WARNED! This podcast will contain spoilers for Wednesday Season 2, episodes 1-4. Join host Caitlin Reilly each week as she takes you deep into the twisted world of Wednesday with an amazing group of guests! And producer Thing will be helping out to make sure everything goes to plan - well, mostly, anyway... In this episode: Jenna Ortega peels back the layers on the new tension between Wednesday and Enid. And that terrifying vision! Plus… Series showrunners Al Gough and Miles Millar reveal why they made Morticia Addams such a central character in this season, and what it means for Wednesday. Whether you’re a normie or an outcast, the Wednesday Season 2 Official Woecast will be the place for all things Nevermore! For more juicy details about Wednesday Season 2, head over to Tudum.com to get all of the latest updates. 1:15 Preparing for Season 2 3:25 Evolving Wednesday’s look for Season 2 4:12 Addams clan expands for Season 2 6:12 Joanna Lumley joining the cast 7:38 Wednesday and Enid's Friendship 9:00 Wednesday’s Vision 10:50 Jenna is a Producer 13:45 Al and Miles introduction 14:03 Wednesday takes down a Serial Killer 15:05 Intergenerational Relationships & the Addams Women 17:48 Catherine Zeta-Jones as Morticia in Season 2 20:48 Wednesday and Enid’s relationship 24:04 Steve Buscemi joining the cast 26:19 Wednesday’s popular! 27:45 Boy with the Clockwork Heart stop motion sequence…

Catalyst with Shayle Kann

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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.

209 Episoden

#Tech #Trading #News Talk #Business #News #Post Script Media #Post Script Media + Canary Media

Catalyst with Shayle Kann

12,413 subscribers

updated vor 4 Tagen

Serie-Home•Feed

209 Episoden

#Tech #Trading #News Talk #Business #News #Post Script Media #Post Script Media + Canary Media

Wszystkie odcinki

Catalyst with Shayle Kann

1
The case for sodium-ion 45:36

vor 4 Tagen45:36

45:36

Our first episode covering sodium-ion batteries featured a cautious take on the chemistry: Back in February Adrian Yao , founder of Stanford’s STEER program, explained the challenges of reaching competitive energy density and costs, especially given the falling price of LFP. Still, sodium-ion chemistries are picking up steam , thanks largely to growing deployments in stationary storage and small-scale mobility in China. So what’s a more bullish take on sodium-ion? In this episode, Shayle talks to Landon Mossburg , founder and CEO of sodium-ion battery manufacturer Peak Energy. He outlines a pathway to competitiveness and argues that, in the right applications, the advantages of sodium-ion chemistries outweigh their challenges. Shayle and Landon cover topics like: Why almost all current deployments of sodium-ion capacity are in China — and why Korean battery giants are committed to LFP right now The thermal advantages of sodium iron pyrophosphate (NFPP) vs. the higher energy densities of layered oxides Sodium-ion's supply chain benefits and lower CapEx requirements How NFPP’s system-level savings in cooling, safety, auxiliary power, and maintenance — plus strong cycle life — could offset its current cell cost premium Resources: Catalyst : The promise and perils of sodium-ion batteries Latitude Media: Peak Energy’s quest to build US sodium-ion battery dominance Latitude Media : Is it too late for the US to rival China on sodium-ion batteries? Nature Energy : Critically assessing sodium-ion technology roadmaps and scenarios for techno-economic competitiveness against lithium-ion batteries Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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Explaining the ‘Watt-Bit Spread’ 42:01

vor 11 Tagen42:01

42:01

Editor’s note: The uncertainties of data center construction — like when, where, and how much to build — are as pressing as ever. So we’re revisiting a conversation with Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. In this episode, he explains his theory of the ‘Watt-Bit Spread’, which offers insightful heuristics for understanding how data centers are driving change in the power sector. Every data center company is after one thing right now: power . Electricity used to be an afterthought in data center construction, but in the AI arms race access to power has become critical because more electrons means more powerful AI models. But how and when these companies will get those electrons is unclear. Utilities have been inundated with new load requests, and it takes time to build new capacity. Given these uncertainties, how do data center companies make the high-stakes decisions about how much to build? How sustainable is the rate of construction? And how much will these data center companies pay for electricity? In this episode, Shayle talks to Brian Janous , co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. Brian recently explained how he thinks about these questions in a LinkedIn post titled “ The Watt-Bit Spread ,” which argues that the value of watts is incredibly high right now, and the cost of those watts is too low. Shayle and Brian cover topics like: The unclear data center demand and high costs that are making data center companies hesitant to build How the skills required for data center development have shifted from real estate and fiber to energy Why higher power prices are needed to incentivize new generation Potential solutions for better pricing electricity and speeding up the construction of new generation Recommended resources Latitude Media : AES exec on data center load: 'It's like nothing we’ve ever seen' Latitude Media : Mapping the data center power demand problem, in three charts Latitude Media : Are we thinking about the data center energy problem in the right ways? Catalyst : Can chip efficiency slow AI's energy demand? Catalyst : Under the hood of data center power demand Sequoia Capital : AI’s $600B Question Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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PJM and the capacity crunch 31:43

vor 18 Tagen31:43

31:43

The PJM capacity auction this month broke records with sky-high wholesale power prices — and that was by design. Under PJM’s auction rules, tight supply raises prices, incentivizing the development of new generation and encouraging existing generation to stay online. The big driver of that tight supply? Data-center driven load growth. The independent system operator covers Virginia, one of the densest and fastest-growing regions for data center development. So will higher wholesale prices incentivize enough generation to meet load growth without provoking the public with higher bills ? In this episode, Shayle talks to Steve Piper, research director of North American power and renewables at S&P Global. Steve and Shayle cover topics like: Why Steve says PJM and other stakeholders became concerned that low prices weren’t incentivizing enough generation to stay on the market Why ISOs upping resource adequacy requirements across technologies, while raising targets for reserve margins The bottlenecks slowing down the development of new generation What’s holding back demand response in the auction Resources: Latitude Media : Will Pennsylvania be the nation’s AI-energy model? PJM : PJM Auction Procures 134,311 MW of Generation Resources; Supply Responds to Price Signal Utility Dive : PJM capacity prices set another record with 22% jump Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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Repurposing EV batteries for grid storage 27:35

vor 25 Tagen27:35

27:35

The job of an EV battery is unforgiving. If its performance slips too far — say, lost acceleration or range — it's probably off to the recycling heap. That’s even though it may have plenty of usable life, if only for something less demanding than powering a vehicle. Grid storage is theoretically a gentler job, involving slower discharging and more careful management. Still, repurposing isn’t easy. It requires dealing with a mishmash of various makes, models, and levels of quality. And it means competing against the falling price of new, purpose-built storage systems. But a few companies have said they’ve figured it out, including Redwood Materials, which supplied a second-life data center microgrid this year. So how does second-life storage on the grid actually work? In this episode, Shayle talks to Colin Campbell , chief technology officer of battery recycler Redwood Materials. Colin explains how, in just the past year, the company has found cost-effective ways to repurpose batteries before recycling them. Shayle and Colin cover topics like: What has changed to make repurposing profitable, including better software management and high-volume, low-cost supply Why, for Redwood, second-life batteries only need a short lifespan to be worth it Why second-life systems are especially well-suited for long-duration storage What it takes to compete with the falling prices of new LFP systems Resources: Latitude Media : Crusoe and Redwood Materials are powering a data center with old EV batteries Latitude Media : Millions of EV batteries could retire on solar farms Latitude Media : The challenging economics of battery recycling Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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Five big questions emerging from the OBBB 44:19

vor 5 weeks44:19

44:19

The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit eligibility. The uncertainty in particular throws a wrench into project planning and leaves big questions about the impact across climate tech. So what do we know about the complexities of the new policy landscape? And what questions still need answers? In this episode, Shayle talks to his colleague Andy Lubershane , partner at Energy Impact Partners and the firm’s head of research. They cover five topics: The foreign entity of concern provision and why Andy calls it the biggest unresolved issue Safe harbor and under construction guidance Tax credit disparities in coming years — tax credits for nuclear, geothermal, and CCS, not solar and wind — and how that might alter the generation landscape Hydrogen’s extended tax credit timeline, and how much will get built EV tax credits and their impact on both personal and commercial vehicles Resources: Latitude Media : The GOP megabill will reshape the tax credit transferability market Latitude Media : Congress just reshaped the solar industry. Here’s what comes next Latitude Media : How OBBB will impact the power grid Latitude Media : With help from Chris Wright, geothermal is spared in the budget bill The New York Times : Ford Says Battery Plant’s Tax Break Survived Republican Attacks Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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Tumult in residential solar 34:34

vor 6 weeks34:34

34:34

Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California’s cuts to net metering. So now that the One Big Beautiful Bill phases out key tax credits, what’s next for the battered industry? In this episode, Shayle talks with Julien Dumoulin-Smith , who leads equity research for power, utilities, and clean energy at Jefferies. Shayle and Julien cover topics like: Why the IRA eased — but didn’t solve — the troubled market’s key challenges, like high interest rates, tax equity challenges, and intense competition How debt prevented companies from weathering rising input costs How the final version of the One Big Beautiful Bill avoided the worst case scenarios for residential solar Whether the bill will impact utility or residential solar more How the shift toward leasing will benefit larger companies over small, local installers The impact of rising electricity prices Resources: Latitude Media : Sunnova’s debt problem Latitude Media : Is residential solar poised for a comeback? Open Circuit : Does residential solar have a bad product? Catalyst : Could VPPs save rooftop solar? Latitude Media : SunPower is bankrupt. Competitors see opportunity Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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Fresh intel from state utility regulatory filings 36:34

vor 7 weeks36:34

36:34

You’ve probably heard about Nat Bullard ’s massive decarbonization slide decks , filled with charts and insights into decarbonization drawn from climate and energy data. This time he's waded through piles of utility regulatory filings — countless PDFs that hint at the inner workings of utilities and large customers — to find clues about everything from gas plant costs to new large-load tariffs. In this episode, Shayle and Nat, cofounder of the climate tech market research firm Halcyon, cover topics like: How utilities — especially small ones — are handling eye-popping interconnection requests New tariff structures that utilities are developing for large-load customers like data centers Historical precedents for this level of change on the power grid, like the 2000s Enron bubble and the 1930s buildout of the West How factories and other large-load customers are battling against data centers for sites Shayle’s greatest fear about energy in the next few years: That electricity rates will rise dramatically unless we tackle large-load requests and the cost of new infrastructure What industries to bet on in a world of rising rates What filings reveal about the cost of new gas generation Resources: Catalyst : The US power demand surge: The electricity gauntlet has arrived Catalyst : Making DERs work for load growth Latitude Media : High costs, delays prompt withdrawal of five more Texas gas plants Latitude Media : In Georgia, stakeholders still can’t agree on data center load growth numbers Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com . Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com .…

Catalyst with Shayle Kann

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GM's big new battery tech push 36:35

vor 8 weeks36:35

36:35

Lithium-manganese-rich (LMR) batteries could offer a rare combination in energy storage: high energy density at lower costs. They swap much of the expensive nickel for abundant, affordable manganese. But technical hurdles — like poor cycle life, voltage decay, and long formation time — kept them on the sidelines. Now GM says it’s solved these challenges. In May, it announced plans to mass produce LMR batteries starting in 2028. In energy density, the new chemistry would land between the two major alternative chemistries in the U.S., NMC and LFP. So what does this new entrant mean for the U.S. battery market? In this episode, Shayle talks to Kurt Kelty , VP of battery, propulsion, and sustainability — and a 30-year battery industry veteran who led Tesla’s battery development for over a decade. Shayle and Kurt cover topics like: What parts of the U.S. battery supply chain to on-shore or near-shore The tradeoffs between LFP, LMR, and high-nickel chemistries The roles that Kurt sees for all three in the market Shifting production lines and supply chains from NMC to LMR Why LFP may still outcompete LMR in the stationary market Resources: General Motors : Why LMR batteries will change the outlook for the EV market AutomotiveDive : GM, LG Energy target commercializing manganese-rich batteries for EVs WSJ : An Ex-Tesla Engineer Is Turning EVs Into Affordable Family Cars Catalyst : What happened at Northvolt? Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.…

Catalyst with Shayle Kann

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The story of steam 32:06

vor 9 weeks32:06

32:06

Addison Stark thinks waste heat is a waste of time. The real opportunity, he argues, is decarbonizing industrial steam, which accounts for roughly 30% of industrial heat in the U.S. But doing that means deploying alternatives to the fossil fuel boilers industry currently relies on. So how do you clean up steam? And why does Addison think waste heat is overhyped? In this episode, Shayle talks with Addison Stark , the CEO — or as he likes to call himself, chief boiler maker — of industrial heat pump startup AtmosZero. They dive into topics like: The difference between saturated and superheated steam — and why it matters Why fuel dominates OpEx in steam generation, and how fuel types vary across regions How the cost of steam affects overall cost of delivered products Why resistive boilers reached maturity ahead of heat pumps Why standardized, air-source heat pumps are emerging as an attractive alternative to resistive boilers The role of thermal storage combined with renewable PPAs Why Addison thinks waste heat is a distraction for decarbonization Resources: Joule : To decarbonize industry, we must decarbonize heat The Green Blueprint : Rondo Energy’s complicated path to building heat batteries Catalyst : Solving the conundrum of industrial heat Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com .…

Catalyst with Shayle Kann

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The state of play of data center development 36:24

vor 10 weeks36:24

36:24

The future of the grid increasingly hinges on where and how data centers get built. To forecast the kind of power infrastructure we need to meet AI’s growing appetite, we first need to understand a laundry list of variables: data center size, workload type, latency, reliability — even the variety of a data center’s coolant system . So what’s the state of play in data center development today — and how are the trends shaping grid needs? In this episode, Shayle talks to Chris Sharp , chief technology officer of Digital Realty, a developer, owner and operator of data centers. They cover topics like: How AI inference workloads are clustering in existing regions, driven by latency and throughput requirements “ Data gravity ” and “data oceans”: how large concentrations of data attract more compute infrastructure What’s driving longer lead times: interconnection delays, equipment bottlenecks, or both? Large-scale builds vs. incremental additions and densification of existing infrastructure “ Braggawatts ” vs. real demand: separating hype from reality The diverging power needs of training vs. inference, and whether any workloads work with intermittent power The evolving role of “bridge power” and why diesel and gas are still in the mix Resources: Latitude Media : Google’s new data center model signals a massive market shift Latitude Media : The future of energy-first data centers takes shape Latitude Media : Can a new coalition turn data centers into grid assets? Latitude Media : Do microgrids make sense for data centers? The New York Times : Wall St. Is All In on A.I. Data Centers. But Are They the Next Bubble? Catalyst : The case for colocating data centers and generation Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com .…

Catalyst with Shayle Kann

1
The gas turbine crunch 39:04

vor 11 weeks39:04

39:04

Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers. In Texas, one of six projects that pulled proposals from consideration for a valuable financing program cited “ equipment procurement constraints ” as the reasons for its withdrawal. Lead times are stretching to four years and sometimes more. Costs are climbing . So what’s behind the bottleneck? In this episode, Shayle talks to Anthony Brough, founder and CEO of Dora Partners , a consulting firm focused on the turbine market. Shayle and Anthony cover topics like: Why previous boom-bust cycles in turbine manufacturing have left the industry skittish — and why Anthony says leaders are approaching this new peak with “guarded optimism” The competing demands on the turbine supply chain, including from power, oil and gas, and aerospace industries How lead times have ballooned to four years and, in some cases, even longer Factors affecting the market beyond load growth, like renewables, storage, affordable gas, and coal retirements How investment in tech innovation has raised turbine efficiency How the industry is preparing for hydrogen — if hydrogen scales up Resources: Latitude Media : Engie’s pulled project highlights the worsening economics of gas Latitude Media : High costs, delays prompt withdrawal of five more Texas gas plants Power Magazine : Gas Power's Boom Sparks a Turbine Supply Crunch Marketplace : Will we have enough natural gas turbines to power AI data centers? CTVC : 🌎 Gas turbine gridlock #236 Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com .…

Catalyst with Shayle Kann

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How geothermal gets built 32:01

vor 12 weeks32:01

32:01

Geothermal seems to be nearing an inflection point. With rising load growth, clean, firm power is more valuable than ever. Next-gen geothermal players like Fervo Energy and Sage Geosystems are signing PPAs with major tech firms. Even U.S. Secretary of Energy Chris Wright — a known critic of renewables — has praised the potential of geothermal. The size of the U.S. geothermal resource accessible through next-gen geothermal technologies like enhanced-geothermal systems is enormous — potentially thousands of gigawatts. But tapping into it hinges on figuring out the economics. So what does it actually take to develop a geothermal project — and how are new tools reshaping the process? In this episode, Shayle talks to Carl Hoiland, co-founder and CEO of geothermal energy company Zanskar , which uses AI for enhanced geothermal exploration. Shayle and Carl cover topics like: Why geothermal stalled — and what’s changing now The full step-by-step process of developing a project How to avoid exploration risk, also known as dry hole risk Methods for estimating resource size and managing depletion risk The geothermal supply chain How permitting is speeding up Carl’s outlook for when and where development is likely to happen Resources: Latitude Media: Geothermal could meet 64% of hyperscale data center power demand Latitude Media : Why geothermal might benefit from Trump’s tariffs The Green Blueprint: How a text message launched a geothermal revolution in Utah Latitude Media : The geothermal industry has a potential ally in Chris Wright Latitude Media: Why California lawmakers are warming to geothermal Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com .…

Catalyst with Shayle Kann

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What to make of Trump's deep-sea minerals push 35:04

vor 13 weeks35:04

35:04

In April, the Trump administration issued an executive order to accelerate the development of deep-sea minerals — part of its broader push for “energy dominance.” The world’s oceans hold vast, untapped deposits of critical minerals like nickel, copper, manganese, and rare earth elements — all essential to batteries and clean energy technologies. Despite decades of interest, no commercial deep-sea mining project has begun production. The reasons? Regulatory uncertainty, environmental concerns , and the complexity of processing polymetallic nodules. So what does this new executive order actually do? In this episode, Shayle talks to Hans Smith, president and CEO of Ocean Minerals, a company participating in exploration of the Cook Islands. Shayle and Hans cover topics like: What the Trump executive order mandates — and its legal limits The bottleneck of U.S. deep-sea exploration The controversy about U.S. legal authority over international waters The economics and geopolitics of deep-sea hotspots like the Clarion-Clipperton Zone, Japan, and the Cook Islands The technical challenges of refining polymetallic nodules CapEx, OpEx, and barriers to commercial deployment Resources: Catalyst : Mining the deep sea World Resources Institute : What We Know About Deep-Sea Mining — and What We Don’t Reuters : Trump signs executive order boosting deep-sea mining industry Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com .…

Catalyst with Shayle Kann

1
A former race car engineer on battery safety and supply chains [partner content] 26:37

vor 13 weeks26:37

26:37

From his days as an IndyCar race engineer to his current role as chief product officer for a leading storage integrator, Tristan Doherty has always worked at the intersection of high performance and risk management. Today, he's applying that expertise at LG Energy Solution Vertech to build more resilient, domestically manufactured energy storage systems for America's evolving grid. LG Energy Solution Vertech is the US energy storage division of LG Energy Solution, which has committed $1.4 billion to manufacture batteries in the U.S., creating a hub capable of producing 16.5 gigawatt-hours of energy storage cells annually. This investment is part of the company's long-term strategy to diversify supply chains. "We're on schedule for early next year to be a hundred percent non-Chinese in terms of all of the components and sub-components going into those ESS cells,” says Doherty. This manufacturing strategy is critical in a moment of trade uncertainty. While LG Energy Solution's substantial resources allow it to weather these challenges, smaller players in the supply chain face greater difficulties. "We're seeing projects that are being paused, that are being delayed. We're seeing suppliers that are rethinking their strategy...the goalposts are continually shifting." Beyond manufacturing, LG Energy Solution has transformed its approach to system integration. Rather than simply connecting batteries to the grid, the company now designs comprehensive power solutions with grid needs as the starting point. Doherty describes this as "flipping the script" from an inside-out to an outside-in approach. "The direction of design decisions and the direction of design intent has kind of flipped 180 degrees," he explains. "It's creating much more effective and much more powerful designs." This evolution in design philosophy extends to safety considerations as well. Following incidents like the Moss Landing fire, the industry has increasingly shifted toward containerized solutions that compartmentalize risk. According to Doherty, this approach, combined with other innovations, has contributed to a 97% reduction in energy storage system failure rates. As unprecedented demand growth from data centers, electrification, and manufacturing transforms the grid landscape, Doherty sees energy storage playing a central role. "We've made immense strides and we've figured out a whole lot of really interesting and fascinating ways of using batteries. But I think there's a whole bunch more to come." This episode was produced in partnership with LG Energy Solution Vertech. LG Energy Solution Vertech is the U.S. energy storage division of LG Energy Solution, here to be your lifetime energy storage partner. Learn more about the company's approach to safety, performance, and its commitment to the U.S. market.…

Catalyst with Shayle Kann

1
Terrawatt Infrastructure’s billion-dollar strategy 36:53

vor 14 weeks36:53

36:53

This week, we're bringing you a special episode of The Green Blueprint, a show about the stories behind first-of-a-kind climate projects. In this episode: Terawatt Power's first commercial electric truck charging depot, which opened in April near the ports of Los Angeles and Long Beach. It was a significant milestone for the industry. So how’d Terawatt pull it off? Host Lara Pierpoint talks to Terawatt’s founder Neha Palmer about the financing, offtakes, and market demand for electrified trucks. It’s the kind of deep-dive conversation we love to have here on Catalyst, so we think you’ll enjoy it. In 2021, Neha Palmer co-founced Terrawatt Infrastructure with a bold mission: create the backbone for America's electric trucking revolution. Within its first year, Terrawatt secured a billion-dollar investment. But as the company developed plans for a nationwide charging network, it confronted the daunting challenge of building infrastructure for an electric truck market that barely existed. High-profile bankruptcies like Nikola Motors cast long shadows over the sector's viability, raising questions about whether heavy-duty transport can truly be electrified. In this episode, Lara talks with Neha about how Terrawatt aims to transform freight transport despite market skepticism. Neha explains Terawatt’s strategic approach to site selection, innovative charging designs for fully-loaded trucks, and the vision for a revolutionary California-to-Texas network. Credits: Hosted by Lara Pierpoint. Produced by Erin Hardick. Edited by Anne Bailey and Stephen Lacey. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude . Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com .…

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