Catalyst w/ Shayle Kann

Inside a $300 million bet on AI for materials discovery Better AI and smarter robots could mean better materials discovery. The co-founder of Periodic Labs explains how.

🎧 Can AI discover a room-temperature superconductor?

Shayle Kann talks with Ekin Dogus Cubuk, co-founder of Periodic Labs, about a $300M bet to merge frontier AI with frontier science.

“People want to see LLMs impact the atoms, not just the digital world.”
www.latitudemedia.com/news/catalys...

Unpacking DOE's proposal to transform data center interconnection Former FERC commissioner Allison Clements and Duke researcher Tyler Norris break down the potential for federal interconnection reform.

The DOE proposed a new rule that could transform how large loads like data centers connect to the grid.

@allisonclements.bsky.social, former FERC Commissioner, @tnorris.bsky.social + Shayle Kann unpack what this could mean in a world of AI-driven energy demand

www.latitudemedia.com/news/catalys...

Five big questions about the future of energy Energy Impact Partners’ research head weighs in on AI load growth, what could turn the electricity crunch into oversupply, and more.

This week: Shayle Kann talks with the Head of Research at EIP to unpack five questions facing the future of energy including load growth, oversupply risks, nuclear, geothermal, and grid-enhancing tech.

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

🎉 We’re excited to announce that Latitude’s podcast Catalyst with Shayle Kann has been recognized as a Bronze winner at the Signal Awards 2025 in the Technology category! 🏆

Thank you to the Signal Awards and the production team! 🎙️
www.signalaward.com/winners/deta...

Frontier Forum: The new power map for AI infrastructure Bloom Energy’s KR Sridhar on why data centers are rewriting the rules of electricity — and how onsite generation could define future growth.

In the latest episode, KR Sridhar, CEO of Bloom Energy, shares his belief that many data centers will ultimately operate like refineries — powered by captive, off-grid generation that prioritizes resilience, speed, and local control.
🎧 Listen here: www.latitudemedia.com/news/frontie...

Calibrating hype with Akshat Rathi We run through a list of hot topics and debate which ones are overhyped, underhyped, and hyped just right.

In the newest Catalyst episode, Shayle Kann teams up with @akshatrathi.bsky.social of @bloomberg.com to evaluate what climate-tech is overhyped, underhyped, or hyped just right.

🎧 Listen here: www.latitudemedia.com/news/catalys...

How insurance can narrow the Valley of Death Why technology performance insurance could unlock trillions in private capital for the energy transition.

In our latest episode of Catalyst, Jamie Daggett — the energy storage and fuel cell lead at Ariel Green — talks with Stephen Lacey about how insurance is helping the energy storage sector mature and scale faster.
🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/how-ins...

Frontier Forum: A new playbook for clean energy growth A conversation with the CEO of Advanced Energy United on why states are the center of gravity for clean energy policy.

A conversation with the CEO of Advanced Energy United on why states are the center of gravity for clean energy policy.

Listen now to the partner episode: www.latitudemedia.com/news/frontie...

The new wave of DERs Voltus' CEO explains how DERs have evolved from an emergency tool to a true grid resource.

On today's Catalyst episode: Dana Guernsey, CEO & Co-Founder of Voltus, shares how DERs have evolved from emergency tools into automated, grid assets serving a broad spectrum of customers.

🎧 Listen here or wherever you get your podcasts:

www.latitudemedia.com/news/catalys...

Must-listen new @catalyst-pod.bsky.social interview w/ @brianjanous.bsky.social. "I don't think there's a credible argument for behind the meter nuclear at data centers in the near future, and by near future, I mean the next couple of decades." 🔌💡 www.latitudemedia.com/news/catalys...

Ag residue and carbon removal Charm Industrial’s CEO lays out the case for making use of agricultural residue for everything from iron to SAFs.

In the latest Catalyst episode, Shayle Kann and Peter Reinhardt dig into the complexities of using ag residue for biomass-based carbon removal. They explore trade-offs as well as where opportunities lie if feedstocks are sourced smartly.

🎧 Listen here:
www.latitudemedia.com/news/catalys...

When to colocate data centers with generation Cloverleaf Infrastructure’s CCO discusses when colocating data centers with on-site generation makes sense — and when it doesn’t.

In this week’s Catalyst podcast, Shayle Kann sits down with Brian Janous, CCO at Cloverleaf Infrastructure, to break down the trade-offs between on-site generation vs. alternatives like batteries, grid-enhancing tech, and existing grid capacity.

🎧 Listen here:
www.latitudemedia.com/news/catalys...

In this episode of Catalyst: what do geoengineering, nuclear power, rising electricity prices, and plastic waste all have in common? They’re the big, thorny questions shaping the future of climate tech.

🎧 Listen here: www.latitudemedia.com/news/catalys...

The mechanics of data center flexibility The industry is starting to put its early demand-shifting capabilities to the test. But how does data center flexibility actually work?

This week on Catalyst: Can data centers become grid allies instead of power hogs? Unpack how even a tiny shift in load during peak hours could open up a staggering 98 GW of additional capacity across the U.S. grid.

www.latitudemedia.com/news/catalys...

The case for sodium-ion Peak Energy’s CEO outlines a pathway to cost competitiveness.

This week on Catalyst: Peak Energy’s CEO outlines a pathway to cost competitiveness.

Listen now: www.latitudemedia.com/news/catalys...

PJM and the capacity crunch The ISO had a blockbuster capacity auction.

The PJM capacity auction this month broke records with sky-high wholesale power prices — and that was by design. So will higher wholesale prices incentivize enough generation to meet load growth without provoking the public with higher bills?

Listen now: www.latitudemedia.com/news/catalys...

Repurposing EV batteries for grid storage Redwood Materials’ CTO explains the innovations and improving economics behind second-life batteries.

This week, Redwood Materials CTO gives you a behind-the-scenes look at how repurposing second-life EV batteries for grid storage actually works. 🔋

Listen here or wherever you get your pods: www.latitudemedia.com/news/catalys...

Five big questions emerging from the OBBB Andy Lubershane and Shayle unpack FEOC, construction guidance, and other changes in the new law.

This week on Catalyst, Andy Lubershane and Shayle Kann unpack FEOC, construction guidance, and other changes in the new law.

Listen now: www.latitudemedia.com/news/catalys...

Tumult in residential solar Jeffries’ Julien Dumoulin-Smith talks about what Trump’s One Big Beautiful Bill means for residential solar.

This week on Catalyst, Jeffries’ Julien Dumoulin-Smith talks about what Trump’s One Big Beautiful Bill means for residential solar:

www.latitudemedia.com/news/catalys...

Fresh intel from state utility regulatory filings Podcast Episode · Catalyst with Shayle Kann · 07/03/2025 · 39m

I had fun as always on @catalyst-pod.bsky.social this week. There's just so much power sector information to wrassle with these days, some of it deeply useful, some of it silly, all of it public and accessible if you can apply technology to it. podcasts.apple.com/us/podcast/f...

GM's big new battery tech push GM plans to start producing LMR batteries in 2028. It could shake up the battery landscape.

GM plans to start producing LMR batteries in 2028. It could shake up the battery landscape.

This week on Catalyst: www.latitudemedia.com/news/catalys...

The story of steam Steam production hasn’t evolved much in a century. Heat pumps, electric furnaces, and thermal storage could change that.

Steam production hasn’t evolved much in a century. Heat pumps, electric furnaces, and thermal storage could change that. On the latest Catalyst:

www.latitudemedia.com/news/catalys...

The state of play of data center development Evolving AI workloads are reshaping where and how data centers get built, with big implications for the grid.

Evolving AI workloads are reshaping where and how data centers get built, with big implications for the grid:

www.latitudemedia.com/news/catalys...

The gas turbine crunch Demand for fossil gas turbines is up but supply is tight, causing multi-year delays.

Demand for fossil gas turbines is up but supply is tight, causing multi-year delays. This week on Catalyst:

www.latitudemedia.com/news/catalys...

What to make of Trump's deep-sea minerals push The Trump administration is trying to fast-track deep-sea mining. A mining CEO explains what that would mean for the industry.

In April, Trump issued an executive order to accelerate the development of deep-sea minerals.

In today's episode, Shayle Kann talks to Hans Smit, CEO of Ocean Minerals, a company participating in exploration of the Cook Islands. www.latitudemedia.com/news/catalys...

The US nuclear groundswell A pure-play nuclear developer just announced a deal with Google to develop 1.8 GW. Its CEO lays out his thesis for the industry.

Last week, a pure-play nuclear developer announced a deal with Google to develop 1.8 GW. On the latest Catalyst, its CEO lays out his thesis for the industry:

www.latitudemedia.com/news/catalys...

Frontier Forum: Unlocking next-generation VPPs Renew Home's Ben Brown on why giving homeowners more control creates a more reliable grid resource.

In this episode, recorded as part of a live Frontier Forum, @stephenlacey.bsky.social talks with Ben Brown about next-generation VPPs.

How does Renew Home's approach differ from demand response? What role can it play in addressing the grid’s urgent needs? www.latitudemedia.com/news/frontie...

Catalyst Live at SF Climate Week Shayle covers a grab bag of topics, from carbon removal to data centers, with Gigascale Capital's Mike Schroepfer and Octopus Energy's Nick Chaset.

A Catalyst first-of-a-kind: our very first live event! If you missed the live show at SF Climate Week, the recording is now available here:

www.latitudemedia.com/news/catalys...

The geopolitics of rare earth elements Rare earth elements are at the center of Trump's trade war with China. Can Western companies build their own supply chain?

Rare earth elements are at the center of Trump's trade war with China. Can Western companies build their own supply chain?

www.latitudemedia.com/news/catalys...

What’s next for the battery storage boom? Powin CEO Jeff Waters on why the U.S. energy storage industry needs international partnerships to succeed.

In this episode, produced in partnership with Powin, @stephenlacey.bsky.social talks with Powin CEO Jeff Waters about why the U.S. energy storage industry needs international partnerships to succeed.

Listen now: www.latitudemedia.com/news/powin-w...