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Catalyst with Shayle KannCatalyst with Shayle KannFive big questions emerging from the OBBBThe 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 top...2025-07-1746 minCatalyst with Shayle KannCatalyst with Shayle KannTumult in residential solarResidential 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. Shayl...2025-07-1036 minCatalyst with Shayle KannCatalyst with Shayle KannFresh intel from state utility regulatory filingsYou’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 tha...2025-07-0338 minCatalyst with Shayle KannCatalyst with Shayle KannThe potential for flexible data centersTyler Norris says regulators have been getting two different stories. On one side, they’ve been hearing that data centers are largely inflexible loads. On the other, last year the U.S. Department of Energy recommended data center flexibility, and EPRI launched its DCFlex initiative to demonstrate the same. So he and a few other researchers wanted to know, What’s the potential for data center flexibility? And what benefits could it have system-wide?In this episode, Shayle talks to Tyler, a PhD candidate at Duke University’s Nicholas School...2025-03-2733 minAge of AdoptionAge of AdoptionThe Future of Wind EnergyIn this episode of Age of Adoption, host Keith Zakheim welcomes Neal Rickner, CEO of Airloom Energy, about reimagining wind turbine technology. Neal, a former F-18 pilot with the Marines who later worked at Google X on the Makani project, explains how Airloom Energy is developing revolutionary wind turbines that can be mass-manufactured, easily transported, and deployed without specialized equipment—all while significantly reducing costs. Instead of pursuing marginal improvements through larger turbines, Airloom creates adaptable systems that can be installed in locations where traditional wind turbines aren't feasible.Airloom's innovative approach addresses key industry challenges by us...2025-03-2521 minCatalyst with Shayle KannCatalyst with Shayle KannRobots are making inroads into climate tech, but where will they make the biggest impact?Robots are becoming cheaper to make and more powerful because of AI. In the climate tech space, they’re already laying transmission lines, inspecting wind turbines, and installing solar panels.. And with labor productivity stagnating, immigration restrictions tightening, and the cost of labor rising, they’re looking even more appealing. So where might robotics have the biggest impact on climate tech?In this episode, Shayle talks to Andy Lubershane, a partner and head of research at Energy Impact Partners (where he’s a colleague of Shayle). Andy also recently wrote a blog post on the effects...2025-03-2045 minCatalyst with Shayle KannCatalyst with Shayle KannAn ode to electrochemistryBatteries were electrochemistry’s breakout hit. For years it was a field that kept a low profile, outshined by flashier cousins like biotech and computer science. That is until lithium-ion batteries became big business, showing that studying the relationship between chemicals and energy could unlock technical pathways that other disciplines could not. Now the field is making breakthroughs in critical areas like cement, metallurgy, and new battery chemistries.So what else can electrochemistry do? Which problems is it especially good at solving?In this episode, Shayle talks to Dr. Ye...2025-03-1337 minAge of AdoptionAge of AdoptionReimagining Food ProductionWhat innovative strategies is SunOpta implementing to transform food waste into valuable resources, and how is their new Texas facility contributing to sustainability goals?In this episode of the Age of Adoption podcast, host Keith Zakheim sits down with Stacy Seidel, Senior Director of ESG at SunOpta, to explore how the plant-based food and beverage company is revolutionizing sustainable food production. Seidel shares her fascinating journey from communications and law to becoming a sustainability leader, emphasizing the importance of continuous learning and courage in driving corporate change.The conversation delves into SunOpta's comprehensive approach to...2025-02-2719 minCatalyst with Shayle KannCatalyst with Shayle KannCultivated meat’s “trough of disillusionment”Between 2013 and 2023, cultivated meat companies raised a total of nearly $3 billion. In 2020, Singapore approved the world’s first cultivated meat products, with the U.S. and Israel following close behind. But head to the meat department of any American grocery store today, and you won’t find cultivated meat for sale. After short-lived restaurant tasting menus in the U.S., it’s no longer available. Distribution in Singapore is growing but small, and no products have launched in Israel yet. So what happened to the high hopes for cultivated meat? And what comes next for the indu...2025-02-2743 minAge of AdoptionAge of AdoptionAdvancing Energy Resilience and SustainabilityHow did Rachel Posner Ross, the Former Deputy Chief Sustainability Officer for the U.S. Department of Defense, help transform the largest energy consumer in the nation into a leader in sustainability?Host Keith Zakheim has a compelling conversation (at the Pentagon!) with Rachel Posner Ross, the Former Deputy Chief Sustainability Officer at the Department of Defense. Rachel explains the crucial balance between energy management and national security. You’ll hear about the  Department's ambitious increase in climate and energy investments from $600 million in 2022 to $4.5 billion in 2024, driven by visionary leadership and dedicated public service. Rachel also out...2025-02-1817 minCatalyst with Shayle KannCatalyst with Shayle KannThe case for colocating data centers and generationSheldon Kimber says the grid is broken — at least for new data centers and other large, industrial loads that need lots of clean power, fast. But the founder and CEO of Intersect Power believes there’s a workaround that enables larger data centers and speeds up time to power: colocating behind-the-meter generation and storage on megasites rich with renewable resources. In short, instead of bringing clean generation to load, bring load to clean generation. Major partners are on board with the strategy. Last December Intersect announced $800M in investment from Google and private equity firm TPG, a...2025-02-1346 minCatalyst with Shayle KannCatalyst with Shayle KannMore 2025 trends: DeepSeek, plug-in hybrids, and curtailmentDidn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there. This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. In this episode, Shayle and Nat dig into topics like: Rising solar installations and stagnating wind Why we’re wasting so much renewable power amid skyrocketing load growth The rise of Chinese plug-in hybrids and exports Whether DeepSeek’s efficiency will temper or turbocharge load growth The woeful state of transmiss...2025-02-0649 minAge of AdoptionAge of AdoptionBetting on Green InvestmentsHow is Breene Murphy pioneering sustainable investment strategies that challenge the status quo of traditional financial systems?Host Keith Zakheim speaks with Breene Murphy, President of Carbon Collective, as he recounts his extraordinary shift from the bustling world of NBA journalism to spearheading the movement for sustainable investing. Breene takes us through his journey, sharing how his creative aspirations and a pivotal influence from his grandmother set him on a path to climate advocacy. His story is a testament to the power of aligning personal purpose with professional endeavors, inspiring each of us to consider how we...2025-02-0424 minCatalyst with Shayle KannCatalyst with Shayle Kann2025 trends: aerosols, oil demand, and carbon removalOut today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topics like: Accidental solar geoengineering and the state of aerosols The United States’ record-setting fossil fuels exports Whether Chinese oil demand is peaking Conflicting indicators for the state of ESG investing Whether you can have too many carbon removal startups Recom...2025-01-3035 minAge of AdoptionAge of AdoptionDriving Change: Electro Dad's EV Mission for a Greener EuropeWhat inspired Jan Stanek to become a leading influencer in the clean energy sector, known as 'Electro Dad' on YouTube?In this episode, Keith talks with Jan, aka 'Electro Dad,' a climate advocate and YouTube influencer passionate about electric vehicles. Jan shares his transition from living in extreme industrial pollution while working in Nanjing, to leading the clean energy movement in the Czech Republic and Slovakia. Jan is on a mission to inspire one million Czech and Slovakian people to embrace electric vehicles. His diverse background in engineering and economics fuels his vision for a sustainable...2025-01-2112 minCatalyst with Shayle KannCatalyst with Shayle KannFOAK talesFirst-of-a-kind projects need infrastructure investment, the kind of money that costs less than venture capital and usually comes in the form of deals worth tens or hundreds of millions of dollars. But infrastructure investors are notoriously conservative and convincing them to bite can be challenging. So what do infrastructure investors really want?In this episode, Shayle talks to Mario Fernandez, head of Breakthrough Energy’s FOAK finance program. It has worked with companies like Rondo, Form Energy, and Lanzajet to overcome challenges on the path to infrastructure investment. Coincidentally, the program is also called Catalyst (no...2025-01-1657 minCatalyst with Shayle KannCatalyst with Shayle KannMaking DERs work for load growthTo meet AI-driven load growth utilities and big tech companies have been building — or reopening — big power plants. Georgia Power, for example, is planning to expand its fleet of natural gas plants. And Microsoft signed a deal last September to re-open Pennsylvania's Three Mile Island nuclear plantBut could we meet a portion of that load growth with distributed energy resources? Pier LaFarge thinks so. In this episode, Shayle talks to Pier, co-founder and CEO of Sparkfund. (Energy Impact Partners, where Shayle is a partner, invests in Sparkfund). DERs can come online much faster than large...2025-01-0940 minCatalyst with Shayle KannCatalyst with Shayle KannLithium’s wild rideIf you’ve followed global lithium prices over the past few years, you know what a wild ride it’s been. Chinese spot prices shot to record highs in 2022 and then came crashing back down by 2024 — with big consequences for batteries and EVs that depend on the mineral. So what happened? And what could happen next, especially as EV sales have been slower than expected?In this episode, Shayle talks to Ernest Scheyder, author of “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives” and senior correspondent at Reuters. They walk through the...2025-01-0238 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsThe Hardest Working $27 Billion in the IRAIt’s potentially one of the most important — but least understood — provisions in the Inflation Reduction Act, and it’s finally out in the world. Last month, the Environmental Protection Agency spent $27 billion to set up new green banks across the country. These new lending institutions could direct billions of dollars to supercharging decarbonization, financing new solar farms, geothermal projects, EV chargers, and more. They’ll also recycle their funding indefinitely, meaning they will likely last longer than any other provision in the law. On this week’s show, Rob and Jesse bring you a user’s g...2024-09-251h 11Shift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsThe Hardest Working $27 Billion in the IRAIt’s potentially one of the most important — but least understood — provisions in the Inflation Reduction Act, and it’s finally out in the world. Last month, the Environmental Protection Agency spent $27 billion to set up new green banks across the country. These new lending institutions could direct billions of dollars to supercharging decarbonization, financing new solar farms, geothermal projects, EV chargers, and more. They’ll also recycle their funding indefinitely, meaning they will likely last longer than any other provision in the law. On this week’s show, Rob and Jesse bring you a user’s g...2024-09-251h 11Catalyst with Shayle KannCatalyst with Shayle KannCan AI revolutionize materials discovery?AI is working its way across climate tech, helping companies discover giant lodes of ore, catch battery defects, and monitor energy infrastructure. Could it help us find revolutionary new materials, too?Turns out, it’s complicated. In this episode, Shayle talks to Ekin Dogus Cubuk, or Dogus, a researcher focused on materials at Google DeepMind. DeepMind is one of several players, including Microsoft, trying to discover new materials that could be used in things like better battery chemistries, powerful carbon-capture sorbents, and room-temperature superconductors. But so far, Dogus says AI-powered approaches haven’t actually yielded any c...2024-09-1939 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsWhy Geothermal Is So Hot Right NowGeothermal is getting closer to the big time. Last week, Fervo Energy — arguably the country’s leading enhanced geothermal company — announced that its Utah demonstration project had achieved record production capacity. On the whole, enhanced geothermal — which borrows drilling techniques from the oil and gas industry — seems poised to become a player on America’s coming clean, 24/7 power grid. Why is geothermal so hot? How soon could it appear — and what advantages does it have other zero-carbon technologies don’t? On this week’s episode, Rob and Jesse speak with Sarah Jewett, the vice president of strategy at Fervo E...2024-09-181h 08Shift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsWhy Geothermal Is So Hot Right NowGeothermal is getting closer to the big time. Last week, Fervo Energy — arguably the country’s leading enhanced geothermal company — announced that its Utah demonstration project had achieved record production capacity. On the whole, enhanced geothermal — which borrows drilling techniques from the oil and gas industry — seems poised to become a player on America’s coming clean, 24/7 power grid. Why is geothermal so hot? How soon could it appear — and what advantages does it have other zero-carbon technologies don’t? On this week’s episode, Rob and Jesse speak with Sarah Jewett, the vice president of strategy at Fervo E...2024-09-181h 08Catalyst with Shayle KannCatalyst with Shayle KannThe better mousetrap fallacyDeploy or innovate? Scale up an existing technology or develop a breakthrough? Build, build, build, or invent a better mousetrap?The question isn’t which strategy to follow; it’s which strategy to use in which sector. Virtually no one thinks that solar needs brand new tech breakthroughs to scale. Crystalline silicone took the lion’s share of the market years ago from cadmium telluride, amorphous silicon, CIGS and other early solar technologies.But in carbon removal, batteries, nuclear, and other industries — should we develop new technologies, or scale up a promising few?In this...2024-09-1246 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsA Beginner’s Guide to the Interconnection QueueMaybe you’ve never heard of it. Maybe you know it too well. But to a certain type of clean energy wonk, it amounts to perhaps the three most dreaded words in climate policy: the interconnection queue. The queue is the process by which utilities decide which wind and solar farms get to hook up to the power grid in the United States. Across much of the country, it has become so badly broken and clogged that it can take more than a decade for a given project to navigate. On this week’s epis...2024-09-111h 09Shift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsA Beginner’s Guide to the Interconnection QueueMaybe you’ve never heard of it. Maybe you know it too well. But to a certain type of clean energy wonk, it amounts to perhaps the three most dreaded words in climate policy: the interconnection queue. The queue is the process by which utilities decide which wind and solar farms get to hook up to the power grid in the United States. Across much of the country, it has become so badly broken and clogged that it can take more than a decade for a given project to navigate. On this week’s epis...2024-09-111h 09Catalyst with Shayle KannCatalyst with Shayle KannThe rise of climate adaptation techCutting emissions is essential to avoiding the worst of climate change, but we also have to deal with the impacts of climate change happening now. Fortunately, there’s a growing list of technologies that could help us adapt — and potentially turn a profit for investors, too. Will these emerging adaptation and resilience (A&R) technologies take off as an investment category?In this episode, Shayle talks to Katie MacDonald, co-founder and managing partner at Tailwind. They talk about the areas of application – like wildfire prevention, air filtration, health monitoring, and more – that are attracting the attention of governme...2024-09-0539 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsWhat 2024 Will Mean for Clean Energy — in MegatonsYou don’t need us to say it: The 2024 election will have enormous stakes for America’s climate policy and the planet’s climate. But how well can we quantify those stakes? What would a Trump presidency — or a Harris presidency, for that matter — really mean for the country’s emissions trajectory?  On this week’s episode of Shift Key, Jesse and Rob speak with Sonia Aggarwal, the chief executive officer of Energy Innovation, a climate policy think tank that operates across North America, Europe, and Asia. She was previously special assistant to the president for climate policy...2024-09-0453 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsWhat 2024 Will Mean for Clean Energy — in MegatonsYou don’t need us to say it: The 2024 election will have enormous stakes for America’s climate policy and the planet’s climate. But how well can we quantify those stakes? What would a Trump presidency — or a Harris presidency, for that matter — really mean for the country’s emissions trajectory?  On this week’s episode of Shift Key, Jesse and Rob speak with Sonia Aggarwal, the chief executive officer of Energy Innovation, a climate policy think tank that operates across North America, Europe, and Asia. She was previously special assistant to the president for climate policy...2024-09-0453 minCatalyst with Shayle KannCatalyst with Shayle KannWhy are we still flaring gas?Oil producers waste a lot of natural gas. Last year they flared 150 billion cubic meters of associated gas into the atmosphere, equivalent to about half the global carbon emissions of aviation over a 30-year period.So why are oil producers burning a valuable commodity like gas?In this episode, Shayle talks to Tomás de Oliveira Bredariol, an energy and environmental policy analyst focused on methane at the IEA. So far, multiple major global initiatives haven’t made a dent in flare volumes, which have remained largely flat since 2010. Shayle and Tomás talk about the...2024-08-2933 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsHow 2025 Could Reshape Climate Policy — No Matter Who Wins the ElectionIt’s time to start talking about a big year for climate politics and policy: 2025. No matter who wins this fall’s elections, next year’s executive and legislative climate policy will be huge for America’s decarbonization strategy. Congress is all but guaranteed to negotiate over key parts of the country’s tax code, and whoever controls the White House will have to finalize the Inflation Reduction Act’s last few big programs. On this week’s episode of Shift Key, Jesse and Rob are joined by Josh Freed, who leads Third Way’s climate and energy progra...2024-08-281h 03Shift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsHow 2025 Could Reshape Climate Policy — No Matter Who Wins the ElectionIt’s time to start talking about a big year for climate politics and policy: 2025. No matter who wins this fall’s elections, next year’s executive and legislative climate policy will be huge for America’s decarbonization strategy. Congress is all but guaranteed to negotiate over key parts of the country’s tax code, and whoever controls the White House will have to finalize the Inflation Reduction Act’s last few big programs. On this week’s episode of Shift Key, Jesse and Rob are joined by Josh Freed, who leads Third Way’s climate and energy progra...2024-08-281h 03Catalyst with Shayle KannCatalyst with Shayle KannHunting for geologic hydrogenHydrogen has two big problems: cost and supply. As a low-carbon feedstock, it could decarbonize planes, industry, and power plants. It could even replace the oil in plastics and chemicals.But the leading contenders for low-carbon hydrogen production — like using zero-carbon power for electrolysis and methane pyrolysis — just haven’t cut it yet. So far, the price points are too high and the scale of production is too low to spur a hydrogen revolution.But instead of synthesizing hydrogen, what if we pumped naturally-occurring hydrogen reservoirs out of the ground, just like we drill for oil an...2024-08-2349 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsThis Isn’t the Same Kind of Climate ElectionDemocrats are gathering in Chicago this week for their quadrennial convention and to celebrate Kamala Harris’s nomination for president. This year’s convention will look different from 2020’s for many reasons — but one of them is that we’re likely to hear far less about climate change. Unlike in 2020, when President Joe Biden described global warming as one of “four overlapping crises” confronting the country, Harris has been more subtle when discussing it.So … is that a problem? Should we be freaked out? On this week’s episode of Shift Key, Rob and Jesse discuss the modern elector...2024-08-2158 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsThis Isn’t the Same Kind of Climate ElectionDemocrats are gathering in Chicago this week for their quadrennial convention and to celebrate Kamala Harris’s nomination for president. This year’s convention will look different from 2020’s for many reasons — but one of them is that we’re likely to hear far less about climate change. Unlike in 2020, when President Joe Biden described global warming as one of “four overlapping crises” confronting the country, Harris has been more subtle when discussing it.So … is that a problem? Should we be freaked out? On this week’s episode of Shift Key, Rob and Jesse discuss the modern elector...2024-08-2158 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsWhy Treasury’s No. 2 Official Wants Permitting ReformTwo years ago this week, President Joe Biden signed the Inflation Reduction Act, the largest investment in clean energy and climate mitigation in American history. It contained roughly two dozen new or expanded tax credits that will — if the forecasts bear out — provide hundreds of billions of dollars in funding over the next decade. The administration is now rushing to finalize those provisions before the November election. Perhaps no official has been more central to setting up those tax credits than Wally Adeyemo, the deputy secretary of the U.S. Treasury Department. He is also the Treas...2024-08-1453 minShift Key with Robinson Meyer and Jesse JenkinsShift Key with Robinson Meyer and Jesse JenkinsWhy Treasury’s No. 2 Official Wants Permitting ReformTwo years ago this week, President Joe Biden signed the Inflation Reduction Act, the largest investment in clean energy and climate mitigation in American history. It contained roughly two dozen new or expanded tax credits that will — if the forecasts bear out — provide hundreds of billions of dollars in funding over the next decade. The administration is now rushing to finalize those provisions before the November election. Perhaps no official has been more central to setting up those tax credits than Wally Adeyemo, the deputy secretary of the U.S. Treasury Department. He is also the Treas...2024-08-1453 minCatalyst with Shayle KannCatalyst with Shayle KannPathways to decarbonizing steelLittle-known fact: The primary product of steel mills is CO2.A conventional blast furnace produces almost two tons of carbon dioxide for every ton of steel. And with almost two billion tons of steel produced annually — roughly 500 pounds for every human, every year — that’s a lot of carbon: about 8% of global energy system emissions. And yet, steel is vital for vast parts of the economy, including the energy transition itself. So why does steel production emit so much CO2? And what are the pathways to fixing it?In this episode, Shayle talks to Rebe...2024-08-0247 minCatalyst with Shayle KannCatalyst with Shayle KannThe EV market’s awkward teenage yearsAutomakers got ahead of their skis. EV sales are up globally and in the U.S., but growth has been slower than expected and uneven. After enjoying a wave of growth driven by early adopters, automakers overestimated demand of more cautious consumers and ended up producing more than buyers wanted. Now auto dealers are slashing prices to move cars off the lot.So how did the market get here? And how can EVs appeal to the next wave of consumers?In this episode, Shayle talks to Gene Berdichevsky, co-founder and CEO of anode material manufacturer...2024-07-2544 minCatalyst with Shayle KannCatalyst with Shayle KannDecarbonizing the high seasWhile aviation may be converging on one main pathway to decarbonization — sustainable aviation fuel — maritime shipping may require a more diverse set of solutions: a portfolio of fuels, energy efficiency, and on-board carbon capture and storage.But each technology has operational and capital challenges. So what will it take to scale them up?In this episode, Shayle talks to Dr. Lynn Loo, CEO of the Global Centre for Maritime Decarbonisation. Ocean-going shipping consumes about 300 million tons of fuel per year, accounting for 3% of global emissions. But with significant regulatory pressure from bodies like the International Mari...2024-07-1244 minCatalyst with Shayle KannCatalyst with Shayle KannThe electricity gauntlet has arrivedThe 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 Post. On one side of the gauntlet, demand for electricity is rising, driven by new loads like EVs, data centers, and electrification. On the other side, electricity supply is slow to grow, bogged down by years-long interconnection queues, the immense challenges of building transmission, and other bottlenecks. And utilities are stuck in the middle, struggling to deliver enough power to meet that rising d...2024-03-2847 minCatalyst with Shayle KannCatalyst with Shayle KannDigging into the SEC climate disclosure rulesThe 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 stringent requirements that the commission initially proposed. Despite being halted by lawsuits, the rules are a significant win for climate transparency. But they’re not as strong as existing climate disclosure regulations in California and the European Union, where many multinational corporations do business anyway.So how big of a deal are the new SEC rules?In this episode, Shayle talks to Mallory Tho...2024-03-2132 minCatalyst with Shayle KannCatalyst with Shayle KannClimate tech’s tough year in the public marketsTwo 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 their mid-pandemic highs when they performed far better than the rest of the economy.So what happened to climate tech investments in the public markets? And what do these investments tell us about the coming year for climate tech?In this episode, Shayle talks to Shanu Mathew, portfolio manager and research analyst at Lazard. They cover topics like: The macroeconomic factors behind...2024-03-1440 minCatalyst with Shayle KannCatalyst with Shayle KannThe early days of AI on the gridThe 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 federal funding. But instead of using them for exciting things like time-of-use pricing and automated demand response, utilities used them for more mundane things like automated billing, according to a whitepaper from Guidehouse. Could the new wave of AI-based grid tech be different?In this episode, Shayle talks to David Groarke, managing director at the energy consultancy Indigo Advisory Group, who co...2024-03-0837 minCatalyst with Shayle KannCatalyst with Shayle KannThe challenges of building a carbon removal portfolioThe carbon removal market could reach $400 billion to $1.6 trillion by 2050, according to McKinsey. But it’s got a long way to go. Right now the market is wild, unexplored territory filled with unproven technologies, murky cost curves, and a motley mix of price points and standards. The hope is that one day it becomes a standardized commodity market of high-quality, durable removals.But for now, brave buyers have to wade into the wilds and see what works. So what does that look like – and what have they learned so far?In this episode, Shayle talks to S...2024-02-2943 minCatalyst with Shayle KannCatalyst with Shayle KannThe electric transformer shortageThe list of things that depend on transformers is long: new housing, EV chargers, renewable projects, and more. That’s why skyrocketing lead times and prices for grid equipment that raises or lowers voltage is a real problem.The wait for a new transformer has jumped to over two years, according to WoodMackenzie. Back in 2020 it took just a few months, according to Tim Mills, CEO at transformer manufacturer ERMCO. WoodMackenzie found that prices, meanwhile, have risen over 60% since 2020. So what’s causing the shortage?In this episode, Shayle talks to Tim about how r...2024-02-2234 minCatalyst with Shayle KannCatalyst with Shayle KannMore 2024 trends: ESG, carbon certifications, curtailment, and AIThere was so much to talk about in Nat Bullard’s 200-page slide deck on 2024’s biggest decarbonization trends that we broke the conversation into two parts. For the first half of our conversation with Nat, listen here. Nat has worked as an analyst and writer in climate tech for two decades and was BloombergNEF’s chief content officer until 2022.In this second part of the conversation, Shayle and Nat cover topics like: How ESG has become the new third rail of finance, falling out of the spotlight of corporate reports and the annual Larry l...2024-02-1542 minCatalyst with Shayle KannCatalyst with Shayle Kann2024 trends: batteries, transferable tax credits, and the cost of capitalWe’re back for round two, with even more slides than last year. This year’s annual slide deck from Nat Bullard has 200 pages on the key trends shaping decarbonization in 2024. Nat has worked as an analyst and writer in climate tech for two decades and was BloombergNEF’s chief content officer until 2022.We’ve split the conversation into two parts. In this first part, Shayle and Nat cover topics like:  The state of batteries, including the rapid growth of LFP chemistries, the concentration of manufacturing capacity, and the wild ride of lithium prices. The rapid growth of...2024-02-0851 minCatalyst with Shayle KannCatalyst with Shayle KannWhat’s really happening in the U.S. EV market?A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in 2022, according to BloombergNEF. Still, there have been real signs of changing expectations. GM and Ford have downsized their EV ambitions. Hertz sold off 20,000 Teslas. And Elon Musk tried to temper expectations in last week’s disappointing Tesla earnings call. So why all the conflicting indicators? In this episo...2024-02-0136 minCatalyst with Shayle KannCatalyst with Shayle KannSolving the cow burp problemAgriculture in the U.S. produces more methane than the American oil and gas industry, and the biggest share of that agricultural methane is from enteric fermentation – essentially cow burps. Cows and other ruminant animals release methane because of the way they digest food. And as animal protein consumption rises, so will enteric emissions.It’s a problem for climate change, but also for farmers. Methane is wasted energy that could have been used for beef or dairy production – and so enteric methane production is a challenge that researchers have been trying to solve for years. Some promis...2024-01-2642 minCatalyst with Shayle KannCatalyst with Shayle KannSourcing biomass for carbon removalPlants capture hundreds of gigatons of carbon every year in timber, crops, and other forms of biomass. Much of that carbon gets released back into the atmosphere through natural processes and human intervention. But there are a few ways that we can lock it away for good, like biochar, bio-oil, and bioenergy with carbon capture and storage, or BECCS — all processes that fall under the umbrella of biomass carbon removal.The International Panel on Climate Change calls carbon removal “unavoidable” — and biomass is a leading carbon removal contender. But everyone wants a slice of the biomass pie. Airlines...2024-01-1948 minCatalyst with Shayle KannCatalyst with Shayle Kann2023 climate tech venture investment trendsVenture and early-stage investment in climate tech in 2023 was down 30% from 2022, according to market intelligence firm Sightline Climate. But is that a bad thing?In this episode, Shayle unpacks the findings of Sightline’s 2023 Climate Tech Investment Trends report with Kim Zou, co-founder and CEO of the firm, which also produces the popular CTVC newsletter. (Shayle is an adviser to Sightline, and Kim was also previously a partner at Energy Impact Partners where Shayle works.) Kim argues that smaller deal sizes suggest that the climate tech space is actually maturing.The data focus on venture an...2024-01-1143 minAge of AdoptionAge of AdoptionA Sustainable Approach to Transforming Global Health - With Northwell Health’s Dr. Eric Cioè-PeñaIn the latest episode of the Age of Adoption podcast, we had the privilege of hosting Dr. Eric Cioè-Peña, MD, MPH an emergency physician, and the vice president and founder of the Center for Global Health at Northwell Health, the largest healthcare provider and private employer in New York State. Dr. Cioè Peña shares Northwell Health’s Age of Adoption story, with insights into Northwell's vision for transforming the healthcare system into a more decarbonized and sustainable model. Listen to or watch the episode to hear our guest’s insights on antennagroup.com2024-01-0417 minCatalyst with Shayle KannCatalyst with Shayle KannStopping geoengineering, by accidentSolar geoengineering is a hot (er, cool?) topic these days. One method involves injecting a form of sulfur into the atmosphere to reflect solar radiation and help reduce global temperatures. But it could also cause unpredictable changes to ozone, rainfall, and ecosystems. So when a rogue startup began sending balloons of sulfur dioxide into the atmosphere earlier this year, it sparked outrage.But here’s the thing: We’ve been geoengineering our atmosphere for decades, just not intentionally. Scientists have long known that sulfur dioxide emissions from maritime shipping have a cooling effect on the atmosphere. They brig...2023-09-1447 minCatalyst with Shayle KannCatalyst with Shayle KannThe food-energy nexusLast time we talked to Dr. Michael Webber, we dug into the nexus between water and energy. This episode we’re diving into food. The connections are myriad.Food itself is just a means of energy storage, and a particularly good one at that. While photosynthesis is remarkably inefficient—averaging only 0.3% globally, compared to 90% or more in an electric motor—it stores energy for weeks to years.In the U.S. we use around 12% of our energy to produce food, in the form of inputs like diesel, fertilizer, and electricity. Meanwhile, the food system itself provid...2023-09-0839 minCatalyst with Shayle KannCatalyst with Shayle KannCan the V2X dream become reality?Here’s the dream: Millions of EVs plugged into their charging docks, working in concert to relieve stress on the world’s power grids. They reduce charging load or even inject energy back onto the grid. They back up renewables when the wind doesn’t blow or the sun doesn’t shine. That’s the vision for managed charging, or V1G, and vehicle-to-grid, or V2G. There’s also a third technology called vehicle-to-home that allows an EV battery to power a building, just like a home battery. Collectively these technologies are called V2X.There’s rea...2023-08-3138 minCatalyst with Shayle KannCatalyst with Shayle KannSeeking the holy grail of batteries (Rerun)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 major competing lithium-ion chemistries: Lithium Iron (or ferrous...2023-08-2456 minCatalyst with Shayle KannCatalyst with Shayle KannNavigating the electricity gauntletElectrification should be a field day for utilities. As we electrify the economy, adding gigafactories, charging stations, and green hydrogen hubs to the grid, the demand for power is growing for the first time in decades. For savvy utilities, there’s a lot of money to be made. But only if they can keep up. Utilities face massive challenges to deliver the power needed for electrification – years-long interconnection queues, a shortage of transformers, an uncertain regulatory environment—the list goes on. It’s the electrification gauntlet. Can utilities make it through? In this episode, Sh...2023-08-1751 minCatalyst with Shayle KannCatalyst with Shayle KannBeaming 24/7 solar… from spaceIt’s the highest-intensity solar power you can get. It’s available 24/7. And you can send it anywhere on earth.All you need to do is launch a ten-by-ten kilometer array of solar panels into geosynchronous orbit, capture solar energy, and beam it to earth using a massive antenna array. Then set up a receiver a few kilometers in diameter on earth to collect that power and send it to the grid. Sound like science fiction? You wouldn’t be far off (looking at you, Isaac Asimov). But the reality is that Caltech, the U.S. Nava...2023-08-1048 minCatalyst with Shayle KannCatalyst with Shayle KannWith Great Power: What other industries can teach utilities about innovationThis week we’re bringing you a special crossover episode from With Great Power. It’s a show about one of the most complex machines ever built – the power grid. It’s a machine that’s changing faster than ever. With Great Power is about the people driving that change:A third of the world's largest companies now have net-zero targets in place for carbon emissions. Google was ahead of the curve. Back in 2007, it had already achieved its goal of going carbon neutral across all of its offices and data centers around the globe.But as dem...2023-08-0428 minCatalyst with Shayle KannCatalyst with Shayle KannMining the deep seaThe good news: The Clarion-Clipperton Zone (CCZ) contains more nickel and cobalt than the rest of the world’s land-based reserves combined. It also has significant resources of high-grade lithium, copper and rare earth metals—all of which are critical for the batteries the world needs to meet Paris Agreement targets.The bad news: The CCZ lies at the bottom of the Pacific Ocean and contains biodiverse ecosystems we know very little about—and that we could profoundly harm if we mine them.The CCZ lies between Hawaii and Mexico and is about half the size o...2023-07-2750 minCatalyst with Shayle KannCatalyst with Shayle KannThe good and bad of carbon captureCarbon capture and storage. It’s a controversial tool in the energy transition that we don’t want to use, but probably have to. Most of the scenarios in the IPCC’s Sixth Assessment Report include capturing and storing hundreds of gigatons of carbon dioxide between now and 2100. When people say carbon capture and storage, or CCS, they often mean different things. It’s a term that covers multiple technologies used to capture CO2—such as point-source and direct-air capture— and different approaches to using that CO2. With the CCS industry is in its infancy, tackling some...2023-07-2043 minCatalyst with Shayle KannCatalyst with Shayle KannThe early days of transoceanic hydrogen transportBefore hydrogen makes it big, we have to overcome a massive, ocean-sized challenge: Transporting the fuel between continents. The places that will be best suited to produce hydrogen via renewables-powered electrolysis, like Australia and Egypt, will have to ship that hydrogen to demand centers in Japan, Europe, and elsewhere.And it turns out that shipping hydrogen is way harder than shipping oil or natural gas. Hydrogen has a very low volumetric energy density. Compared to one barrel of oil, the equivalent amount of gaseous hydrogen takes up way more space to transport.Fortunately, a...2023-07-1344 minCatalyst with Shayle KannCatalyst with Shayle KannSVB, the banking crisis and climatetechThe 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 announced that it would insure the full deposits at SVB, above the $250,000 guarantee. But how did this all happen? And wha...2023-03-3040 minCatalyst with Shayle KannCatalyst with Shayle KannBetting big on renewable natural gasLandfills, 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 fossil-fuel derived natural gas can cut overall emissions.Big players in energy are betting big on RNG...2023-03-2345 minCatalyst with Shayle KannCatalyst with Shayle KannThe greenhouse gas you don’t know aboutNitrous 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 surprising source of nitrous oxide: bacteria in the soil. Eric and Shayle tal...2023-03-1647 minCatalyst with Shayle KannCatalyst with Shayle KannThe Carbon Copy: The great electrician shortageCome 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 economy, we need to electrify everything. That means install...2023-03-0932 minCatalyst with Shayle KannCatalyst with Shayle KannMore 2023 trends: EVs, onshoring, and the three ages of decarbonizationCome 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 as well as a venture partner at Voya...2023-03-0249 minCatalyst with Shayle KannCatalyst with Shayle Kann2023 trends: biomass, ESG, batteries and moreIt’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 t...2023-02-2342 minCatalyst with Shayle KannCatalyst with Shayle KannStrong opinions on SMRsRecent 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. They cover topics like: Small modular vs micro...2023-02-1647 minCatalyst with Shayle KannCatalyst with Shayle KannWhat hydrogen leakage means for the climateRecent 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 turning things like solar and wind energy into a storable fuel that can replace natural gas in many end uses. But could hydrogen’s warming impacts outweigh its advantages?T...2023-02-0944 minCatalyst with Shayle KannCatalyst with Shayle KannMailbag episode! Biotech, layoffs, battery recycling and moreIt’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 biggest roadblocks to decarbonization What role battery recycling will play in addressing the shortage of lithium an...2023-02-0248 minCatalyst with Shayle KannCatalyst with Shayle KannThe journey to monetizing DERsHere’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 Sachs, senior vice president for strategic planning and business development at CPower, a company that aggregates DERs and sells...2023-01-2646 minCatalyst with Shayle KannCatalyst with Shayle KannThis episode is trashIn 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, it releases methane, a potent greenhouse gas. So ho...2023-01-1935 minCatalyst with Shayle KannCatalyst with Shayle KannNatural gas whiplashThe 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 catalyzed efforts to shift to lower carbon technologies like renewables, hydrogen and heat pumps.2023-01-1244 minCatalyst with Shayle KannCatalyst with Shayle KannAmmonia: the beer of decarbonizationThe 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 need to make ammonia?In this episode, Shayle talks to Jul...2023-01-0553 minCatalyst with Shayle KannCatalyst with Shayle KannIs 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 battery solutions at E-Source, about the key pro...2022-09-2946 minCatalyst with Shayle KannCatalyst with Shayle KannColumbia 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 Catalyst, we don’t usually dig so deep into geop...2022-09-2256 minCatalyst with Shayle KannCatalyst with Shayle KannAverting water wars as we decarbonizeDon’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 hydroelectric and thermal power production and restrict coal shipments by river. Extreme cold freezes...2022-09-1541 minCatalyst with Shayle KannCatalyst with Shayle KannCould 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 its overlapping expertise in drilling and underground exploration.In this episode, guest host Lara Pierpoint talks wi...2022-09-091h 02Catalyst with Shayle KannCatalyst with Shayle KannThe dirt on soil carbon creditsSoil 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 existing carbon credits don’t do what they say they will do: permanently lock away additional carbon. Freya and Shayle survey...2022-08-2543 minCatalyst with Shayle KannCatalyst with Shayle KannBooking your first zero-emissions flightIn 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 episode, Shayle talks with Jayant Mukhopadhaya, a researcher at the...2022-08-1841 minCatalyst with Shayle KannCatalyst with Shayle KannWill 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 into these questions with colleague Cassie Bowe, partner at t...2022-08-1146 minCatalyst with Shayle KannCatalyst with Shayle KannWhat the Inflation Reduction Act of 2022 would mean for climatetechThe $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 from another key swing vote, Sen. Kyrsten Sinema, the bill is an important step clo...2022-08-0559 minCatalyst with Shayle KannCatalyst with Shayle KannWatt It Takes: TeraWatt Infrastructure CEO Neha PalmerWe'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 their breakthroughs.2022-07-2843 minCatalyst with Shayle KannCatalyst with Shayle KannSeeking the holy grail of batteriesIf 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 major competing lithium-ion chemistries: Lithium Iron (or ferrous...2022-07-2153 minCatalyst with Shayle KannCatalyst with Shayle KannCrossing the valley of deathIn 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. They cover technologies like electric bus leasing, anaerobic digesters, microgrids and EV fleet charging infrastructure.And they dig in on:2022-07-1451 minCatalyst with Shayle KannCatalyst with Shayle KannThe Carbon Copy: Get ready for the battery recycling boomOn 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 prices of lithium and nickel, two key components of the lithiu...2022-07-0722 minCatalyst with Shayle KannCatalyst with Shayle KannHow 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 wind isn’t blowing and...2022-07-0147 minBetter WorldBetter World86 | AntennaIn this episode, Max speaks with Jake Rozmaryn of Antenna, a strategic communications and results-driven integrated marketing agency that partners with innovative B2B companies to solve meaningful global challenges. Jake is responsible for the agency’s work in clean energy, smart mobility, sustainable tech, environmental impact and emerging tech. https://www.antennagroup.com/This episode was mixed and produced by Daniel Reza. 2022-06-1337 minCatalyst with Shayle KannCatalyst with Shayle KannWill advanced reactors solve nuclear's problems?Traditional nuclear power is bogged down by cost overruns and concerns about safety and waste. But does it have to be that way? Could we deploy scaleable reactors that are cheaper, safer, and that produce less waste? Advanced nuclear startups in the U.S. certainly think so. In this episode, guest host Lara Pierpoint speaks with Jake DeWitte, co-founder and CEO of Oklo, one of many advanced nuclear companies that have emerged in recent years.Lara and Jake survey the polarized landscape of nuclear development, with many countries shutting down plants and others planning to op...2022-02-251h 08Catalyst with Shayle KannCatalyst with Shayle KannA critical tool for scaling climate tech: insuranceWe buy insurance for everything – our cars, our houses, our health. But climate tech insurance? That’s a new one.  When Jeff McAulay was working in solar, he discovered one major roadblock to scaling up climate tech. Solar developers didn’t have the right kind of insurance to cover their risks. So Jeff co-founded Energetic Insurance.  Turns out, insurance solves problems beyond solar. Jeff says there are unaddressed risks associated with many new climate technologies that can prevent developers from accessing affordable capital. In essence, Jeff sees insurance as part of the larger capital stack, alongside...2022-02-1748 minCatalyst with Shayle KannCatalyst with Shayle KannThe Carbon Copy: The lithium land grab in CaliforniaThis week, we're featuring an episode of The Carbon Copy.Batteries are everywhere. In our electronics, our power tools, our electric grid, and in our cars. And almost all those batteries use a lithium-ion chemistry.The Imperial Valley in southern California is home to the Salton Sea, a land-locked body of water that contains vast reserves of lithium. California Governor Gavin Newsom called the region the "Saudi Arabia of Lithium." If mined, it could completely reshape the global supply chain.This week on The Carbon Copy: California has ambitious plans to fuel the...2022-02-1021 minCatalyst with Shayle KannCatalyst with Shayle KannThe future of the home solar marketThere’s momentum building for electrification. But when will electrification take off as a mainstream movement? And what companies can provide electrification solutions to consumers at scale?One strong candidate is Sunrun. It’s the leading residential solar company in the U.S., after SolarCity years ago, and acquiring its next-biggest competitor Vivint solar more recently.Sunrun has also become a major player in residential batteries. And it started to push its way into the residential EV charging game via a partnership with Ford around the electric F-150.Mary Powell recently became CEO of S...2022-01-3147 minCatalyst with Shayle KannCatalyst with Shayle KannThe many pathways to decarbonizing chemicalsChemicals might be the most daunting industrial sector to decarbonize. Unlike concrete and steel, where the end products are largely uniform, refineries spit out thousands of different chemicals through a dizzyingly complex set of processes. These end products are, in turn, used in everything from plastics to fertilizers to pharmaceuticals to clothing. The International Energy Agency predicts that chemicals will be the largest source of demand growth for oil through 2050. A wide range of approaches could transform the sector. To talk through them, Shayle turned to industrial emissions guru Rebecca Dell, the Program Director for In...2022-01-241h 07Catalyst with Shayle KannCatalyst with Shayle KannMicrobes, meat and materials: biotech meets climatetechBiotech has enormous potential across a wide array of climate solutions. It can be used to create alternative proteins, remove carbon from the atmosphere, clean up fertilizer, or to create renewable fuels. But it also comes with some scaling challenges. This week, Shayle talks about the intersection of biotech and climatetech with Arye Lipman. Arye is a biologist and a general partner at MarsBio, a bio-focused early-stage fund. He also writes a Substack newsletter on biotech called The Last Great Mystery.Arye and Shayle talk about the dream of synthetic biology: to use biology like a...2022-01-1843 minCatalyst with Shayle KannCatalyst with Shayle KannInside the Energy Department's loan deal to back hydrogenFirst-of-a-kind projects are, by definition, unproven. Despite the abundance of capital in climate tech these days, the valley of death for new technologies still exists.But there are solutions. And this week on Catalyst, we have a case study of one of them. The U.S. Department of Energy’s Loan Programs Office has $40 billion of capacity to help solve this exact kind of problem. It just announced its first conditional commitment for a $1 billion loan guarantee to help Monolith scale up its first megaplant in Nebraska. Monolith uses methane pyrolysis – heating methane up to...2022-01-1049 minBigger Than UsBigger Than Us#48 Jake Rozmaryn, Senior Vice President of Strategy and Business Development for the Antenna Group - Cleantech and MobilityJake Rozmaryn has spent the past decade advancing cleantech industries through marketing innovation. He has helped launch dozens of cleantech and smart mobility startups, is a trusted advisor to CEOs and VCs, and was recognized on the Forbes 30 Under 30 list in 2018. As Antenna's Senior Vice President of Strategy and Business Development, Jake leads strategic growth, service expansion and client success initiatives for the agency's clean energy, sustainability, mobility and emerging tech practices. Jake previously founded Eco Branding (acquired by Antenna in 2017), an integrated public relations, marketing, creative and event production agency that specializes in clean energy, smart cities and...2020-03-2731 min