Catalyst with Shayle Kann
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How China is reshaping the global auto market
In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany. Yet this massive global…
Surprising trends in global electricity generation
While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy…
Building inference data centers on the high seas
Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of…
A blueprint for scalable fusion power
For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new…
Inside the global fertilizer crunch
While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market…
Cracking the code on autonomous trucking
Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new…
How AI is modernizing EPCs
As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this…
Inside Google’s massive AI capex (live)
As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175…
How Base Power plans to use its fresh $1B [re-published]
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 billion series C, giving the residential battery…
The rise of flexible data centers
As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they could consume up to 17% of all US power by 2030. To…
Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
In 2025, the clean energy market navigated a mix of shifting tariffs, evolving FEOC compliance rules, and uncertainty around tax policy. On the surface, it looked like a year defined by…
Building a domestic nuclear fuel supply chain
Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical choke points and a heavy reliance on countries like…
Battery booms and the rise of flexibility [partner content]
Battery markets have a pattern: They boom, capital floods in, prices collapse, and then the cycle starts again. So as storage becomes more important than ever, how do we maximize revenue and deliver…
The state and future of nuclear waste
The nuclear power sector is gaining a lot of momentum. But even as SMRs continue to flourish, the Department of Energy’s reactor pilot program moves forward, and decommissioned plants come back…
Scaling America's domestic solar supply chain
Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up. In this episode, Shayle talks to…
AI scaling pathways: on grid, on edge, off grid, off planet
As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable generation remain few and far between. In this…
Frontier Forum: How VPPs earn grid-scale trust [partner content]
Can a grid operator tell the difference between a virtual power plant and a traditional one? That’s the idea behind the Huels Test, a framework developed by EnergyHub to answer a simple but…
Digging deep for super hot geothermal
Despite its ability to deliver ample carbon-free energy, the potential of geothermal and EGS is limited by the number of drilling sites close enough to the earth’s surface. But a few pioneering…
Volts crossover: Six big energy questions
They’re at it again. Two years after they last teamed up for a Volts/Catalyst crossover episode, David Roberts joins Shayle for another far-ranging conversation exploring the future of energy. Their…
The rise of grid power electronics with Drew Baglino
For decades, the physical equipment underpinning the electric grid has remained largely unchanged: passive, "dumb" devices installed as far back as the 1970s that lack much real-time control. But…
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Catalyst with Shayle Kann has published 259 episodes since November 2021, covering topics in Business, Investing.
Catalyst with Shayle Kann is currently highly active with new episodes weekly. Average episode length is 41m.
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