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
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
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. 🎧
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
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
@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
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
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
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
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
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
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
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
@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
@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
@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
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
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
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
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
.@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
This Catalyst episode digs into the power bottleneck shaping the AI boom, and why data-center developers, chipmakers, hyperscalers, and utilities all tell different stories about “energy scarcity.”
🎧 Listen now: https://t.co/y1L6P4xags