Catalyst with Shayle Kann - podcast cover

Catalyst with Shayle Kann

Latitude Mediawww.latitudemedia.com
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.

Episodes

Natural gas whiplash

The natural gas market has been through a wild ride, especially in Europe. The pandemic first pushed the prices way down. Then a resurgent economy and an unusually long European winter sent them back up to record heights. And by September of last year, Russia had dramatically cut natural gas flows to Europe, further squeezing supply. The high prices were especially painful for the continent, which relies heavily on the fuel for home heating, industry and power plants. But high prices also cataly...

Jan 12, 202344 min

Ammonia: the beer of decarbonization

The Haber-Bosch process, which turns nitrogen and hydrogen into ammonia, produces an essential ingredient in fertilizers and explosives. But it’s responsible for 2% of global emissions. Ammonia could become an important low-carbon fuel, because when combusted it emits no carbon. We could use it in ships, heavy industry and even mixed in with coal or gas in power plants. So what’s keeping us from using it as a new low-carbon fuel? And why would you use it instead of hydrogen, which you already ne...

Jan 05, 202354 min

Why methane matters

Today we’re talking about two climate blind spots: methane and short-term warming. Most of us think of global warming as a long game. How do we reach net zero by 2050? And how should we curb carbon dioxide emissions to get there? But the warming happening now and in the next few years is just as important. Short-term warming exacerbates wildfires, hurricanes and other climate impacts now. And the short-term trajectory of warming can make things better or worse in the long run. At some point befo...

Dec 22, 202247 min

Advance market commitments to decarbonize heavy industry

A coalition of companies organized by the U.S. government is promising to purchase low-carbon versions of commodities from “hard to abate” heavy industries. This sort of policy is called an advanced market commitment, which the U.S. has used in the past to accelerate the development of new technologies. With guaranteed revenue from the government, manufacturers are able to take risks to create products that they might not have otherwise. In the leadup to COP26 last year, John Kerry, U.S. special...

Dec 15, 202253 min

The trends shaping the energy transition [partner content]

We are headed into an uncertain future for the climate – but the range of possible scenarios is getting clearer. We’ve likely avoided the worst-case scenarios, thanks to the progress made in clean energy. And that has experts feeling conflicted. “People who are deep in the industry of trying to address climate change flip flop from skepticism to the amazing opportunity we have,” says DNV Senior Vice President Nick Brod. “Every few weeks, we see new technologies that show us that there is endless...

Dec 13, 202217 min

Solving the conundrum of industrial heat

To make products like cement, cereal and even baby food, you need heat—and lots of it. Industrial heat consumes about one-fifth of all energy used in 2018, according to the International Energy Agency. Factories often burn coal or natural gas to generate consistent temperatures up to 2200 degrees Celsius. And most run nearly 24/7 to maintain profitability in competitive commodity markets. Other sectors like power and ground transportation have clear pathways to decarbonization, relying mainly on...

Dec 08, 202247 min

Unpopular solar opinions, 2022 edition

We want your feedback! Fill out our listener survey for a chance to win a $100 Patagonia gift card. In a funny twist of fate, solar’s success has made it old news. It’s the fastest-growing source of electricity in the world and one of the cheapest. But it’s far from the hot topic it was a decade ago when utility-scale photovoltaics were still an emerging technology. Now that it’s a more mature tool in the climate fight, we take it for granted. And yet there’s so much more we need to do. To reach...

Dec 01, 202247 min

Fixing cement’s carbon problem

We want your feedback! Fill out our listener survey for a chance to win a $100 Patagonia gift card. Join us on November 30 for a live, virtual episode of Climavores. Come ask a question about food, nutrition, and eating for the climate. Concrete is an incredible material. It’s essentially pourable rock, and we use it in almost every part of the built world. We also consume more of it than any other man-made material in the world—about three tons per person annually. And the secret ingredient in ...

Nov 17, 202245 min

Unleashing the magic of heat pumps

What’s not to love about heat pumps? Well… a few things, actually. Don’t take this the wrong way: Heat pumps are magic. They heat. They cool. They’re way more efficient than gas boilers. Switching to one can save a household hundreds of dollars in energy bills and lots of carbon emissions. It's why governments are incentivizing and requiring them. But heat pump adoption has slowed nationally. It’s even declined in colder regions. What‘s holding it back? In this episode, Shayle talks to his colle...

Nov 10, 202242 min

Getting more energy on the wires

Want to build a power plant in the U.S.? Here are three things to know. First, connecting a wind farm, utility-scale battery, or other big source of power to the grid means getting in line. A typical project’s wait time has increased from around two years in 2005 to four years in 2020, according to the Lawrence Berkeley National Laboratory. Second, the interconnection queue is a crowded place. In 2020 there were 1.44 terawatts of projects in the queue. That’s more than the U.S.’s current fleet o...

Nov 03, 20221 hr

Climatetech for developing economies

Utilities in developing countries are juggling a complex set of problems: How to extend electricity to those who don’t have it; how to deploy large-scale power generation to power economic growth; and how to pursue these goals while decarbonizing. In this episode, guest host Lara Pierpoint talks to Kate Steel, CEO of Nithio, a finance company focused on off-grid clean energy in Africa. Kate and Lara discuss the options for separating economic growth from fossil fuels. And she argues that we have...

Oct 27, 202249 min

How the US climate bill will finance the energy transition [partner content]

In this episode, produced in partnership with CohnReznick, we explore the market implications of the Inflation Reduction Act. The Inflation Reduction Act is an incredibly important win for climate. It puts the U.S. back on the global stage as a serious climate negotiator. It puts the country within reach of a net-zero grid. And it will put hundreds of billions of dollars toward renewables, storage, carbon-capture, and hydrogen. In reality, it’s a very practical – and very complicated – tax bill....

Oct 24, 202216 min

What’s holding up hydrogen in Europe?

Europe’s hydrogen economy is so close to becoming a reality. Billions in public and private dollars are lining up to invest in a wave of newly planned hydrogen facilities. EU policymakers are finalizing new regulations and subsidies. And the region’s energy crisis–sparked by Russia’s invasion of Ukraine–has accelerated the need for alternative energy sources like hydrogen. But an unexpected twist: The U.S. passed the Inflation Reduction Act, with subsidies for hydrogen production and far looser ...

Oct 20, 202245 min

What climatetech can learn from the oceans

So you want to build an offshore wind farm. Are you prepared to manage the marine ecosystem impacts of construction? What about monitoring and protecting underwater electrical cables? Or maybe you want to decarbonize shipping. Do you know how to trace low-carbon fuel through ports or maintain storage tanks in marine environments? How about managing worker safety on the ocean? These are the kinds of questions that crop up at the intersection of climatetech and something called bluetech, the range...

Oct 13, 202238 min

How well does soil actually store carbon?

Don’t miss our live episode of Climavores in New York City on October 20! Sign up here for a night of live audio and networking with top voices in climate journalism. There’s a buzz right now about paying farmers to trap and store emissions. Soil is a carbon sink, and certain farming practices accelerate carbon capture while others hurt it. Enter soil carbon credits to incentivize sequestration through methods like cover cropping, no-till farming and agroforestry. These are practices often inclu...

Oct 06, 202236 min

Is the Inflation Reduction Act a win for EVs and batteries?

Don’t miss our live episode of Climavores in New York City on October 20! Sign up here for a night of live audio and networking with top voices in climate journalism. Depending on which headlines you read, the Inflation Reduction Act (IRA) will either hurt U.S. electric vehicle sales by replacing existing tax credits with complicated new ones or build out a North American battery supply chain and rev up EV sales. So which is it? In this episode, Shayle talks to Sam Jaffe, vice president of batte...

Sep 29, 202247 min

Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?

Don’t miss our live episode of Climavores in New York City on October 20! Sign up here for a night of live audio and networking with top voices in climate journalism. Winter is coming. The energy crisis that is afflicting Europe and other parts of the world is worsening as Russia weaponizes natural gas. This energy crisis has effects across climate tech, and so today we’re bringing you an episode of Columbia Energy Exchange, a podcast from Columbia University’s Center on Global Energy Policy. On...

Sep 22, 202256 min

Averting water wars as we decarbonize

Don’t miss our live episode of Climavores in New York City on October 20! Sign up here for a night of live audio and networking with top voices in climate journalism. We designed our power plants, refineries, and other energy infrastructure to depend on water. But not just any kind of water—water that’s available at the right quantity, quality, place and time. When water falls outside of this Goldilocks zone, energy systems can unravel, sometimes in unexpected ways. Low water levels strain hydro...

Sep 15, 202241 min

Could geothermal become a major zero-emissions player?

Drill down far enough anywhere in the world and you reach temperatures hot enough to generate firm, reliable zero-emission electricity. That’s the hope for new geothermal technologies that could scale the industry beyond well-known geothermal hot spots like Iceland. But first the industry needs to overcome major challenges in financing and technology. It has also to deal with the public opinion around the oil and gas industry, which may be an essential partner in scaling geothermal because of it...

Sep 09, 20221 hr 2 min

The dirt on soil carbon credits

Soil is a massive carbon sink that’s stored away emissions for centuries. But years of destructive farming practices have released much of this carbon. Could incentivizing farmers help restore—and expand—soil’s carbon-carrying capacity? In theory, yes. But the market for soil carbon credits—literally paying farmers to improve their practices—needs serious reform. In this episode, Shayle talks with Freya Chay, program manager for carbon removal at CarbonPlan. The fundamental problem is that the e...

Aug 25, 202243 min

Booking your first zero-emissions flight

In aviation, there’s a crowd of low-carbon technologies vying for a slice of the market. On one hand, the long-haul portion of the market will likely rely on sustainable aviation fuels (SAFs) which still emit greenhouse gasses but could be offset to net-zero. On the other hand, there’s a big share of air traffic that could go completely zero-emissions with the help of batteries and hydrogen. So how soon could you book a ticket on a zero-emissions flight? And what routes are possible? In this epi...

Aug 18, 202241 min

Will charging infrastructure be a bottleneck for electric vehicles?

Electric vehicles (EVs) are moving quickly toward mass adoption. So how do we make sure that charging infrastructure keeps up? The people who own, operate and install chargers have some big questions to answer: Can public chargers run a profit, and how do business models need to change to accelerate deployment? Why is it so hard to repair broken stations? Does it matter where we install new ones? When will chargers be as ubiquitous and easy to use as gas stations? In this episode, Shayle digs in...

Aug 11, 202247 min

What the Inflation Reduction Act of 2022 would mean for climatetech

The $369 billion climate and tax bill from Sen. Joe Manchin III and Senate Majority Leader Chuck Schumer caught everyone by surprise. Democrats had abandoned their climate legislation last month after Manchin, a must-have vote for Democrats, signaled his opposition to it. But late last week Manchin and Schumer announced they had revived the deal under a new name – The Inflation Reduction Act of 2022. If passed, it would be the most ambitious climate action in U.S. history. And now with support f...

Aug 05, 20221 hr

Watt It Takes: TeraWatt Infrastructure CEO Neha Palmer

We're bringing you something different today. It's an episode of one of our favorite podcasts, called Watt It Takes hosted by Emily Kirsch of Powerhouse Ventures. We talk a lot on Catalyst about how to finance and build climatetech. What we don’t always get into are the personal stories of people who are trying to do that work. That’s exactly what Watt It Takes does. The show tells the stories of founders who are building a zero-carbon world — their upbringings, their risks, their failures, and ...

Jul 28, 202243 min

Seeking the holy grail of batteries

If there were a holy grail of electric vehicle batteries, it would be low-weight, long-range, and fast-charging. It would last a million miles and cost less than anything produced today. So in the booming EV battery market, what kind of battery will check all those boxes? Who will invent it? And do we really need all those features in one battery in the first place? In this episode, Shayle talks to Sam Jaffe, vice president of battery solutions at E-Source. They trace the history of the two majo...

Jul 21, 202254 min

Crossing the valley of death

In climatetech, the ‘valley of death’ describes the lack of capital for newer solutions, especially those that mainstream investors view as unproven. The climate tech world is full of technologies that would be fantastic tools for fighting the climate crisis, if only they could cross this valley of death and scale. Scott Jacobs co-founded Generate Capital in 2014 to help address this problem. In this episode Shayle talks to Scott about how to successfully finance first-of-a-kind climatetech. The...

Jul 14, 202252 min

The Carbon Copy: Get ready for the battery recycling boom

On the Carbon Copy podcast this week: It’s been over three months since Russia’s invasion of Ukraine sent shockwaves into global oil markets, causing supply constraints and skyrocketing prices. The conflict has complicated the flow of energy at a time when supply chains were already jumbled up because of Covid. But it’s not just oil. The war is leaving its mark on all kinds of commodities, including the global supplies of minerals and metals. Geopolitical shifts are causing big spikes in the pri...

Jul 07, 202222 min

How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?

It’s shark week! Or ‘spark’ week? Today we’re bringing you an episode of How to Save a Planet, in which Shayle steps into the shoes of a Shark Tank-style judge. This episode is all about (drum-roll please): Storage! ...Exciting, right? Ok, we’ll prove it to you. Each day, more and more of our electricity comes from intermittent renewables like wind and solar. To balance out our electric grid in the future, we’ll need new ways of storing extra energy, so we can still turn on our lights when the w...

Jul 01, 202248 min

Which tech is overhyped, underhyped and just right?

Within the climate tech world, technology hype is all over the map. In this episode, Lara Pierpoint, director of climate at Actuate, and Stephen Lacey, host of The Carbon Copy and executive producer of Catalyst, join Shayle for a game of “buy sell hold.” They take bets on which technologies are either overhyped, underhyped or just right. They cover a range of topics, including: Advanced nuclear, including the Nuclear Regulatory Commission’s rejection of Oklo’s reactor designs and shifting opinio...

Jun 23, 202252 min

Making sense of solar engineering

In some climate circles, solar geoengineering is akin to a swear word. Also known as solar radiation modification (SRM), it means deliberately modifying the earth’s atmosphere to reflect solar radiation. It provokes forceful pushback, because it’s unclear how it would affect the earth’s agriculture, ozone layer and ecosystems. But it’s been attracting interest because it’s clear it would do one thing well: cool the planet. If we’re not moving fast enough on emissions reductions and carbon remova...

Jun 16, 202245 min