Catalyst w/ Shayle Kann

@shaylekann asks big questions about how to decarbonize the planet. Produced by @_LatitudeMedia. Leave a voicemail at ☎️ 919-808-5832

[Catalyst w/ Shayle Kann @CatalystPod]

Come find us on Bluesky! https://t.co/VExOjWQg0m

[Catalyst w/ Shayle Kann @CatalystPod]

Solar generation grew 30% YoY in 2025, its highest rate in eight years. Global fossil generation fell for the first time since 2020.

@shaylekann speaks with @ember_energy's @nicolasfulghum about what the data on global electricity generation actually shows. Full episode out now.

[Catalyst w/ Shayle Kann @CatalystPod]

Everyone's watching what the Strait of Hormuz shutdown does to oil prices, but the bigger economic story might be fertilizer. New ep out now w/@JLinvilleFert of @StoneX_Official on the global fertilizer crunc https://t.co/RNtUmrLCoy

[Shayle Kann @shaylekann]

Everyone's watching what the Strait of Hormuz shutdown does to oil prices. The bigger economic story might be fertilizer.

New @CatalystPod w/ Josh Linville (VP Fertilizer, StoneX) on the global fertilizer crunch🎙️https://t.co/RTsC6m3vpz

[Catalyst w/ Shayle Kann @CatalystPod]

The Strait of Hormuz didn't cause the fertilizer crisis. It just broke a market already on the edge.
@shaylekann and Josh Linville on the stacking shocks threatening global food supply. 🎧

[Catalyst w/ Shayle Kann @CatalystPod]

New episode: @shaylekann sits down with Eyal Cohen, founder of Humble Robotics to talk about why autonomous trucking has lagged behind passenger vehicles, and what a clean-sheet cabless electric truck design changes about that equation.

🎙️ https://t.co/FlPpO8u2fi

[Catalyst w/ Shayle Kann @CatalystPod]

This week, @heronpower announced a $140M Series B led by Andreessen Horowitz. Founder/CEO Drew @baglino and @shaylekann explore how solid-state transformers can transform the grid into a highly optimized machine.

Listen now: https://t.co/6AVXilLT68

[Latitude Media @_LatitudeMedia]

@FormEnergyInc has long dominated the long-duration energy storage market. But recent technical milestones from startups like Ore Energy and @NoonEnergy suggest that the market is maturing.
https://t.co/yEChECoYPH

[Catalyst w/ Shayle Kann @CatalystPod]

On Catalyst today: Paul Segal of @LSPowerGroup, sheds light on PJM and ERCOT as they navigate a capacity rollercoaster. The conversation unpacks what’s driving the volatility and what it means for power markets ahead.

🎧 Listen here: https://t.co/rEm547HXW7

[Catalyst w/ Shayle Kann @CatalystPod]

Today on Catalyst: Shayle Kann and former DOE nuclear official Katy Huff break down what it really takes to bring new nuclear reactors to market, why mid-2026 targets are aggressive, and which milestones actually matter.

🎧 Listen here: https://t.co/K4ZkK96zHB

[James McGinniss @James_McGinniss]

Really enjoyed my chat with @shaylekann on @CatalystPod about @TheDavidEnergy 's work w plug-in batteries and the permissionless category more broadly. I could not be more bullish on this emerging category and believe plug-in will radically alter the grid. In a lot of ways they represent (finally) the true promise of DERs that drew me to this space 10 years ago https://t.co/6Fl2Xqiunb

[Catalyst w/ Shayle Kann @CatalystPod]

Shayle Kann talks with David Energy CEO James McGinniss about the rise of permissionless DERs — plug-in batteries and solar that skip complex installs and permits, cutting costs and expanding access.

🎧 Listen here or wherever you get your podcasts: https://t.co/r9AbtwizEx

[Catalyst w/ Shayle Kann @CatalystPod]

Nat Bullard and Shayle Kann break down additional 2026 energy trends: from ongoing solar cost declines and global oil oversupply to what’s driving the current startup funding slump across energy tech.

🎧 Listen here or wherever you get your podcasts: https://t.co/8g0HrQm2in

[Catalyst w/ Shayle Kann @CatalystPod]

2025 threw curveballs at energy — surging load, shifting policy, tight capital. Stephen Lacey talks with Tom Burton of Mintz covering the renewable shakeout, data centers as energy infrastructure, permitting reform, and navigating uncertainty.

🎧 Listen: https://t.co/yVS7zTozKH

[Catalyst w/ Shayle Kann @CatalystPod]

This week on Catalyst: @NatBullard and @shaylekann break down 2026 energy trends: gas turbine backlogs, Texas’ exploding load queue, and China’s accelerating electrification.

🎧Listen: https://t.co/OylzDZctK7

[Catalyst w/ Shayle Kann @CatalystPod]

@IanRountree, founder and partner at @cantos, explains why he avoids selling tech to incumbents and flags some curveball startups. How does this apply to the current landscape of hardware and industrial startups?

https://t.co/PzaoRAUPYD

[Catalyst w/ Shayle Kann @CatalystPod]

@IanRountree @cantos @shaylekann and @IanRountree unpack this post on the Catalyst pod. They explore how it applies to the current landscape of hardware and industrial startups.

Listen here: https://t.co/PzaoRAUPYD

[Catalyst w/ Shayle Kann @CatalystPod]

@shaylekann sits down with @IanRountree to unpack his post, exploring how it applies to the current landscape of hardware and industrial startups.

Listen on Catalyst: https://t.co/PzaoRAUPYD

[ian @IanRountree]

We invest in 2 archetypes at @cantos:

1. Full-stack deep tech selling an end product or even commodity, _not_ tech.

2. Weird n-of-1 never seen anything like it before.

Selling tech to incumbents... PASS

Commercializing science... PASS

Nth co doing the current thing... PASS

[Catalyst w/ Shayle Kann @CatalystPod]

As 2025 comes to a close, we’ve rounded up a sampler of the year’s best episodes — from record-breaking capacity auctions and advances in grid flexibility to vertically integrated residential batteries.

https://t.co/U2eeyHai7D

[Shanu Mathew @ShanuMathew93]

Enjoyed these 2 pods from @CatalystPod @shaylekann @DanielWoldorff @_LatitudeMedia

AI & EPC
-Traditional EPC model suffers from misaligned incentives where contractors often profit from project delays (e.g., "change orders) and cost overruns due to cost-plus structures or vague fixed-firm contracts
-Engineering typically represents only 3% to 15% of total project costs, yet it dictates the remaining 85%+ spent on procurement and construction
-Traditional firms often stop engineering at roughly 30% definition to save on upfront development capital, which creates massive uncertainty and necessitates change orders when physical realities diverge from incomplete plans
-By using Large Language Models (LLMs) and automated tools to reach 100% definition rapidly, a firm can lock in procurement prices and hedge commodity risks (e.g., steel or tariffs) before committing to a final price to the owner
-The long-term strategy involves the vertical integration of all construction trades to remove subcontractor-level incentive friction and maintain control over the entire project lifecycle
https://t.co/ZW74FuLrje

[Catalyst w/ Shayle Kann @CatalystPod]

In this Catalyst episode, @shaylekann talks with Dr. Ben Lee, professor at UPenn, about whether AI inference will move from hyperscale data centers to the edge — and what that shift means for the future of AI infrastructure.

🎧 Listen here: https://t.co/bl2vK0k1uN

[Catalyst w/ Shayle Kann @CatalystPod]

.@shaylekann talks with @alexmodon , CEO of Unlimited Industries (just out of stealth with a $12M raise) about how AI could finally fix the EPC model and speed up major energy + infrastructure builds.

🎧 Listen here or wherever you get your podcasts: https://t.co/BsmnLYCAXT