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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.
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Episodes

Understanding the transmission bottleneck

The U.S. power grid is clogged, and it’s holding back the energy transition. Solar and wind farms are waiting four or more years to connect to the grid. Rising congestion costs are driving up retail electricity prices while hurting generator revenues. And the process of approving projects for interconnection is so complicated and expensive that it’s forcing developers to abandon the projects they were planning to build. We need much more transmission capacity and a better process for connecting ...

May 04, 202341 min

The Carbon Copy: A rogue geoengineering startup sparks worry

We’re bringing you a special crossover episode this week from Catalyst’s sister podcast, The Carbon Copy. It’s about a rogue startup that was trying to do something we’ve talked about on this show: solar geoengineering. Last year, Time staff writer Alejandro de la Garza found himself on the floor of a hotel room in Nevada with two guys trying to cook sulfur dioxide out of a tin can. Luke Iseman and Andrew Song are the co-founders of Make Sunsets, a startup claiming to be implementing solar geoen...

Apr 27, 202326 min

How to build more hydropower

Guest Gia Schneider discusses the immense, often untapped, potential of hydropower. The conversation highlights hydropower's role as a reliable, "full-stack" grid resource and the need to move away from mega-projects towards smaller, more distributed systems to mitigate environmental impacts. Key topics include innovative technologies for fish passage, strategies for improving riverine ecosystems, and how hydrology and forecasting can enhance dam management in a changing climate. The episode also touches on policy drivers and challenges for scaling hydropower globally.

Apr 20, 202354 min

What the new Treasury rules mean for EV supply chains

The battery manufacturing announcements have been coming one after another—a VW cathode facility in Canada; a Tesla factory in Mexico ; a Ford battery plant in Michigan . These companies hope to take advantage of the Inflation Reduction Act’s lucrative EV tax credits: Up to $3,750 for strategic minerals mined in the U.S. or its many free trade partner countries Up to $3,750 for battery components produced only in the U.S., Mexico, or Canada. But there’s a catch. A whole bunch of intermediate bat...

Apr 06, 202334 min

SVB, the banking crisis and climatetech

The run on Silicon Valley Bank (SVB) earlier this month was a hair-raising experience for anyone in climatetech. The bank catered to entrepreneurs in tech, especially climate. So when news of SVB’s troubled assets hit social media , startups scrambled to withdraw millions of dollars and draft emergency plans to make payroll . But after the Federal Insurance Deposit Corporation (FDIC) took over SVB and another troubled regional institution, Signature Bank, the dust started to settle. The FDIC ann...

Mar 30, 202339 min

Betting big on renewable natural gas

Landfills, dairy farms and wastewater plants all emit methane, the potent greenhouse gas produced when organic material decomposes in the absence of oxygen. But instead of emitting that methane (often called biomethane or waste methane), it’s possible to capture and refine it, resulting in renewable natural gas, or RNG. Capturing methane that would have been emitted anyway (something that’s still up for debate ) creates RNG that’s carbon neutral or carbon negative. And using that RNG to displace...

Mar 23, 202344 min

The greenhouse gas you don’t know about

Nitrous oxide or N2O is the third largest source of GHG emissions behind carbon dioxide and methane. Also known as laughing gas, it’s long-lived like carbon dioxide and incredibly potent like methane. And it accounts for about 6% of global warming. So where does it come from? And what do we do about it? In this episode, Shayle talks to Eric Davidson , professor at the University of Maryland Center for Environmental Science, and principal scientist at Spark Climate Solutions. Eric studies the sur...

Mar 16, 202346 min

The Carbon Copy: The great electrician shortage

Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Ma. on April 6. record a live episode of The Carbon Copy with some very special guests. Get your tickets today . We’re bringing you a special crossover episode this week from Catalyst’s sister podcast, The Carbon Copy . I host the show and we did an episode recently about this urgent climate tech problem: America’s shortage of electricians. To decarbonize the...

Mar 09, 202331 min

A theory of change for climate investing [partner content]

Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels. From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while the benchmark S&P index grew 180%. Some called it a "lost decade" for fossil fuel investors. “If anything, oil's been a drag,” says Zach Stein, the co-founder and CEO of Carbon Collective, a company building c...

Mar 08, 202324 min

More 2023 trends: EVs, onshoring, and the three ages of decarbonization

Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Massachusetts on April 6 with some very special guests. Get your tickets today . We had so much to cover in Nat Bullard’s monster climate trends deck that we’re back for another episode. Haven’t heard the first part yet? Listen here . Nat was the chief content officer at BloombergNEF until last year. He is now a senior contributor at BNEF and Bloomberg Green ...

Mar 02, 202347 min

2023 trends: biomass, ESG, batteries and more

It’s the first year of what we hope is an annual event: Nat Bullard has released his first climate trends report. He was the chief content officer at BloombergNEF until last year, and now is a senior contributor at BNEF and Bloomberg Green. He’s also a venture partner at Voyager Ventures. There’s so much in this 141-slide deck that we’ve split the conversation into two episodes. In this first part, Shayle and Nat dig into topics like: Land use. For example: we grow 40% of the U.S. corn to offset...

Feb 23, 202341 min

Strong opinions on SMRs

Recent announcements in the world of nuclear power might make you think that new nuclear technologies are close to deployment in North America. But look closely and you’ll find that progress is actually painfully slow, weighed down by regulatory challenges. Today’s guest argues that all those rules and regulations need to be overhauled.In this episode, Shayle talks to Bret Kugelmass, CEO and founder of nuclear reactor developer Last Energy . He’s also the host of the podcast Titans of Nuclear . ...

Feb 16, 202345 min

What hydrogen leakage means for the climate

Recent research has raised questions about the global-warming impact of uncombusted hydrogen. When it leaks from storage, pipes and other infrastructure into the atmosphere, new studies suggest hydrogen absorbs more heat than previously understood. And, perhaps more importantly, it extends the atmospheric life of methane, a potent greenhouse gas . Proponents argue that hydrogen is a critical climate solution. “Green” hydrogen, for example, is made with zero-carbon electricity, effectively turnin...

Feb 09, 202342 min

Mailbag episode! Biotech, layoffs, battery recycling and more

It’s that time of year when we reach into our listener mailbag and answer your questions. And you had some good ones. In this episode, Shayle once again hands the mic to guest host Sarah Golden, VP of energy at GreenBiz Sarah Golden . Together they cover things like: The role of biology in creating fossil-fuel-free materials Whether the marginal cost of electricity is heading toward zero Solving the dilemma of financing first-of-a-kind projects The impact of tech layoffs on climatetech The bigge...

Feb 02, 202348 min

The journey to monetizing DERs

Here’s the dream: millions of controllable devices—from EV chargers to thermostats, fridges, and batteries—working together to inject power back into the grid. They reduce load when there’s not enough electricity supply to meet demand. They ease transmission congestion and maintain grid frequency. And these devices, collectively called distributed energy resources or DERs, are all controlled remotely by grid operators. So how far are we from this dream? In this episode, Shayle talks to Mathew Sa...

Jan 26, 202347 min

This episode is trash

In the U.S. alone, food waste is responsible for the equivalent emissions from 42 coal power plants . Globally it accounts for 10% of greenhouse gases , more than heavy industries like cement and steel. Why? Wasted food means wasted energy. Throwing a piece of food in the trash is like tossing out the fertilizer and fuel used to make it, too. And we waste a lot of it. Nearly one third of all food grown gets trashed. On top of that, when food decomposes in landfills through anaerobic digestion, i...

Jan 19, 202335 min

Introducing: With Great Power, a show about the people building the future grid

In this bonus episode, we present With Great Power , a podcast from GridX about the people building the future grid, today. The grid is no longer the biggest source of carbon emissions in America. It's transportation. Electric vehicles are a key part of decarbonizing the transportation sector – making utilities an important force in growing EV adoption. Electric cars will create a new opportunity for power providers to scale their business. But first, they need to get people to buy them. And tha...

Jan 18, 202322 min

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, 202353 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, 202246 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, 202252 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 o...

Dec 08, 202246 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, 202245 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, 202243 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, 202241 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...

Nov 03, 202259 min

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 hav...

Oct 27, 202248 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, 202244 min
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