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Catalyst with Shayle Kann

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.

technology investing

All Episodes

47:08

Unpacking China’s cheap battery costs

Catalyst with Shayle Kann ·

2024/10/10

Chinese battery companies are manufacturing the cheapest cells in the world right now, and it’s not just because of cheap labor and state subsidies. They’ve streamlined the process in a way that has industry experts wondering how international competitors can ever catch up.In this episode, Shayle talks to James Frith, principal at the battery investment firm Volta Energy Technologies. He argues that there are multiple factors behind Chinese manufacturers’ efficiency and speed, like the know-how to

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18:17

Giving tribes a stake in the critical minerals boom...

Catalyst with Shayle Kann ·

2024/10/08

Tannice McCoy grew up in a mining family, but she never imagined herself in the mining business. Today she’s the president and general manager of NewRange Copper Nickel. Jenna Lehti never imagined herself in the mining industry either. She’s a member of the Bois Forte band of the Ojibwe tribe in Northern Minnesota, and grew up on a reservation adjacent to the Iron Range, a collection of mining districts around Lake Superior. Today, she’s the tribal relations advisor for NewRange. Together, they’re

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42:54

DAC’s bumpy road to commercial scale

Catalyst with Shayle Kann ·

2024/10/03

The world’s first large-scale, commercial direct-air capture (DAC) plants are coming online – or are about to. How soon will we see a boom in high-quality, durable DAC supply? In this episode, Shayle talks to Andreas Aepli, chief financial officer of Climeworks, the world’s largest provider of DAC. They talk about Climeworks’ challenges with its two commercial plants – challenges Andreas argues the industry needs to be transparent about in order to earn the trust of skeptical buyers. Shayle and

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55:20

Ammonia: the beer of decarbonization

Catalyst with Shayle Kann ·

2024/09/26

Editor’s note: There’s some big money flowing into low carbon ammonia right now. Last week, the U.S. Department of Energy announced a $1.56 billion conditional loan guarantee for Wabash Valley Resources, an Indiana low-carbon ammonia facility. In August, oil and gas producer Woodside Energy spent $2.35 billion on a low-carbon ammonia plant in Texas. Both of these facilities will produce low-carbon ammonia while using carbon capture and storage. We thought it would be a good time to revisit an

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19:39

The state of connected DERs [partner content]

Catalyst with Shayle Kann ·

2024/09/24

The U.S. and U.K. could see 500 gigawatts of distributed resources hitting the power system in the next few years. But after years of watching DERs grow quickly, utilities and grid operators are still figuring out how to utilize them. Are we finally reaching an inflection point? “When you move to a world where you have millions and millions of generators, that whole system falls apart. And that's where you need not only digitalization, but also automation. They're the two things that we can't do

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39:05

Can AI revolutionize materials discovery?

Catalyst with Shayle Kann ·

2024/09/19

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,

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46:49

The better mousetrap fallacy

Catalyst with Shayle Kann ·

2024/09/12

Deploy 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

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39:33

The rise of climate adaptation tech

Catalyst with Shayle Kann ·

2024/09/05

Cutting 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

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33:39

Why are we still flaring gas?

Catalyst with Shayle Kann ·

2024/08/29

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

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49:48

Hunting for geologic hydrogen

Catalyst with Shayle Kann ·

2024/08/23

Hydrogen 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

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46:21

The cost of nuclear

Catalyst with Shayle Kann ·

2024/08/15

Editor’s note: There’s new interest in nuclear power from electric utilities, the White House, and the public. While NuScale’s deal to build a small modular reactor failed last year, TerraPower is currently building the U.S.’s first advanced non-light water reactor in Wyoming. So we’re revisiting an episode from last November with The Good Energy Collective’s Dr. Jessica Lovering unpacking one of nuclear’s biggest challenges: cost.Nuclear construction costs in the U.S. are some of the highest in

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33:17

Frontier Forum: Is America’s green bank ready?

Catalyst with Shayle Kann ·

2024/08/13

America’s green bank – officially known as the Greenhouse Gas Reduction Fund – is ramping up.Thanks to the Inflation Reduction Act, the federal government is sending $27 billion to a network of non-profit organizations, state green banks, and local private lenders to fund distributed energy projects. The pressure is on to invest those dollars quickly and efficiently. The GGRF won’t be considered successful if it only deploys that $27 billion – it will be successful if it catalyzes 5x more in

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43:59

Understanding the transmission bottleneck

Catalyst with Shayle Kann ·

2024/08/08

Editor’s note: There’s momentum behind permitting reform in the U.S. Congress right now. It could mean unstopping a serious bottleneck in climate tech — transmission. So we’re revisiting an episode from last May with Grid Strategies’ Rob Gramlich to understand how we got here, the impacts on climate tech, and the potential fixes. 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

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47:51

Pathways to decarbonizing steel

Catalyst with Shayle Kann ·

2024/08/02

Little-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

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44:54

The EV market’s awkward teenage years

Catalyst with Shayle Kann ·

2024/07/25

Automakers 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,

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46:03

Can chip efficiency slow AI's energy demand?

Catalyst with Shayle Kann ·

2024/07/18

In March, Nvidia announced a new microchip designed for AI that is 25 times more energy efficient than its predecessor. Two months later, Google announced one with a 67% efficiency improvement. Today, the rest of the semiconductor industry is hyper focused on efficiency gains.Will they save us from ballooning data center energy demands? In this episode, Shayle talks to Christian Belady, former Microsoft vice president now focusing on data center advanced development. They unpack concerns about this

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20:04

The reshoring of American solar trackers [partner...

Catalyst with Shayle Kann ·

2024/07/17

While we were all at home during Covid desperately trying to get our hands on toilet paper, exercise equipment, and home furnishings, solar executives like Dan Sugar were trying to get steel and power electronics to massive PV farms under development.As equipment and workforce disruptions spiraled due to lockdowns, the cost of installed solar started going up for the first time in nearly a decade. “Costs just skyrocketed. And so at this point in my career. I wasn't going to proceed like that,”

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44:44

Decarbonizing the high seas

Catalyst with Shayle Kann ·

2024/07/12

While 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

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37:30

Going deep on next-gen geothermal

Catalyst with Shayle Kann ·

2024/06/27

Investment is on the rise in geothermal, where advances in drilling techniques are driving down the cost of generation right as the grid needs more clean, firm, dispatchable power to meet rising load growth. And enhanced-geothermal startup Fervo is leading the pack of entrants, signing agreements to provide power to Southern California Edison and Google. So how ready are these next-generation geothermal technologies to scale? In this episode, Shayle talks to Dr. Roland Horne, professor of earth

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37:52

Demystifying the Chinese EV market

Catalyst with Shayle Kann ·

2024/06/20

New electric vehicles — including both battery electric and plug-in hybrid vehicles — make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming. So what’s going on? In this episode, Shayle talks to TP Huang, who writes a Substack about EVs, clean energy, and other tech focused on China. (Editor's note: TP Huang is a pseudonym, used for family reasons.) Shayle and TP cover topics like: How EVs became extremely cost competitive

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