Catalyst w/ Shayle Kann

The path to market for new nuclear reactors Katy Huff, former assistant secretary for nuclear energy, helps make sense of a wave of new reactor announcements.

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: www.latitudemedia.com/news/the-pat...

The rise of permissionless DERs James McGinniss, CEO and co-founder of David Energy, talks regulation, affordability and scaling up.

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

More 2026 trends: Solar costs, oil oversupply, and the startup slump Part two of our conversation with Nat Bullard about his annual 200-slide presentation on the biggest trends in decarbonization.

Pt. 2: 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: www.latitudemedia.com/news/catalys...

A ‘rain delay’ for the energy transition After a year of immense change and tumult, we revisit the state of clean energy in the U.S.

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

2026 trends: Gas turbines, Texas’ load queue, and China electrifies Nat Bullard returns to the show to unpack his annual, massive report on last year’s top decarbonization trends.

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

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

The VC case for 'full stack deeptech' Ian Rountree, founder and partner at Cantos, explains why he avoids selling tech to incumbents and flags some curveball startups.

Ian Rountree, founder and partner at Cantos, explains why he avoids selling tech to incumbents and flags some curveball startups.

Shayle Kann and Ian explore how this applies to the current landscape of hardware and industrial startups.

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

Five Catalyst episodes that sum up energy in 2025 In a year of flux, industry leaders offered strategies for managing everything from gas turbine holdups to PJM's capacity crunch.

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.

www.latitudemedia.com/news/five-ca...

In this Catalyst episode, @shaylekann.bsky.social 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: www.latitudemedia.com/news/catalys...

@shaylekann.bsky.social talks with Alex Modon, 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: www.latitudemedia.com/news/catalys...

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

Looking for a turnaround in transmission Rob Gramlich explains what new progress on major projects says about U.S. transmission expansion.

Are we finally getting signals that the U.S. could start building transmission at scale again?

Shayle talks with Rob Gramlich, founder of Grid Strategies, about the new plans and projects giving signs of progress.

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

New Mexico proves America can still build How a hands-on approach to permitting and investment is attracting fusion, geothermal, and advanced manufacturing.

Across the country, people are asking: why is it so hard to build in America?

In New Mexico, Economic Development Secretary Rob Black & Environment Secretary Jim Kenney's hands-on approach to permitting and investment is attracting fusion, geothermal, and advanced manufacturing.

Driving down the cost of green hydrogen Why the hype faded, and how to reach fossil parity.

Hydrogen was once hailed as the fix for heavy industry’s emissions. Then costs stayed high, politics shifted — and the bubble burst.

In this episode, Shayle talks with Electric Hydrogen CEO Raffi Garabedian about what it’ll take to reach fossil parity. 🎧 www.latitudemedia.com/news/catalys...

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...