
Catalyst with Shayle Kann
by Latitude Media
Is this your podcast?Latitude Media is an independent podcast creator known for producing insightful content that bridges the gap between technology and business, particularly in the climate tech sector. Their show, "Catalyst with Shayle Kann," features investo…
Insights from recent episode analysis
Audience Interest
- climate change solutions
- clean energy advancements
Podcast Focus
- decarbonization strategies
- expert interviews
Publishing Consistency
- weekly episodes
- active for four years
Platform Reach
- available on major platforms
- growing audience potential
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 13 chart positions in 13 markets.
By chart position
- 🇺🇸US · Technology#1085K to 30K
- 🇬🇧GB · Technology#1465K to 30K
- 🇰🇷KR · Technology#5110K to 30K
- 🇯🇵JP · Technology#1851K to 10K
- 🇭🇺HU · Technology#1930K to 100K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
20K to 77K🎙 Daily cadence·250 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
67K to 258K🇭🇺39%🇺🇸12%🇬🇧12%+10 more - Active Followers
Loyal subscribers who consistently listen
27K to 103K23K real followers tracked across platforms
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 17 epsHosts
Recent guests
Recent episodes
Enter the electric supercycle
Jun 18, 2026
36m 02s
How China is reshaping the global auto market
Jun 11, 2026
34m 12s
Surprising trends in global electricity generation
Jun 4, 2026
44m 04s
Building inference data centers on the high seas
May 28, 2026
48m 05s
A blueprint for scalable fusion power
May 21, 2026
40m 35s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | ![]() Enter the electric supercycle | While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening. We are entering what Energy Impact Partners’ head of research Andy Lubershane calls the "electric supercycle" — a series of interlocking technological flywheels that are accelerating the clean energy transition faster than many may realize. In this episode, Shayle sits down with Andy to map out the interconnected nature of the "electric stack.” They unpack how early investments in solar and EVs are scaling up technologies that are now feeding back into grid infrastructure, and look ahead to the massive electricity demands of the coming robotics and defense industry boom. They also consider the pressing question of the ultimate rate limiters for meeting this demand. Shayle and Andy discuss topics like: - The power grid supply crunch - Why electricity prices have tracked inflation so far, but may surge past it when equipment costs hit retail customer bills. - The four pillars of the electroindustrial tech stack: Solar PV, lithium-ion batteries, EVs, and wide-bandgap power electronics - How a "Robo-Butler" load profile compares to other household appliances - How the defense industry could catalyze climate tech, especially batteries - Why physical transmission corridors remain the top rate limiter for the energy transition - Andy Lubershane’s Substack post, “Riding the Electric Supercycle” - Catalyst: Five big questions about the future of energy (with Andy Lubershane) - Catalyst: Surprising trends in global electricity generation - Catalyst: Live from Transition-AI 2026: Inside Google’s massive AI capex - Catalyst: AI scaling pathways: On grid, on edge, off grid, off planet - Open Circuit: America’s electricity rage is here - Open Circuit: Have we run out of big ideas to fix the grid? Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company’s messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. | 36m 02s | ||||||
| 6/11/26 | ![]() How China is reshaping the global auto market✨ | global auto marketChina automotive industry+4 | Michael Dunne | Dunne InsightsBYD+6 | ChinaU.S.+4 | Chinaauto market+6 | — | 34m 12s | |
| 6/4/26 | ![]() Surprising trends in global electricity generation✨ | global electricity generationrenewable energy+4 | Nic Fulghum | EmberEmber’s Global Electricity Review 2026+2 | ChinaIndia | electricity generationrenewable sources+4 | — | 44m 04s | |
| 5/28/26 | ![]() Building inference data centers on the high seas✨ | data centerswave energy+4 | Garth Sheldon-Coulson | PanthalassaLatitude Media+1 | deep oceanBig Ben | inference data centerswave energy+4 | — | 48m 05s | |
| 5/21/26 | ![]() A blueprint for scalable fusion power✨ | nuclear fusionenergy production+4 | Carrie von Muench | Pacific FusionLawrence Livermore National Laboratory | — | nuclear fusionenergy gain+4 | — | 40m 35s | |
| 5/14/26 | ![]() Inside the global fertilizer crunch✨ | global fertilizer marketimpact of war on agriculture+3 | Josh Linville | StoneXLatitude Media+1 | IranStrait of Hormuz | fertilizerfood supply+6 | — | 36m 29s | |
| 5/7/26 | ![]() Cracking the code on autonomous trucking✨ | autonomous truckingelectric vehicles+4 | Eyal Cohen | Humble RoboticsLatitude Media | — | autonomous vehiclesHumble Robotics+7 | Fis | 43m 23s | |
| 4/30/26 | ![]() How AI is modernizing EPCs✨ | EPC firmsutility-scale solar+4 | George Hershman | SOLV EnergyFischTank PR | — | EPCsolar market+4 | — | 34m 01s | |
| 4/23/26 | ![]() Inside Google’s massive AI capex (live)✨ | AI infrastructuredata centers+4 | Amin Vahdat | Google | HungarySan Francisco | AICapEx+6 | — | 35m 54s | |
| 4/16/26 | ![]() How Base Power plans to use its fresh $1B [re-published]✨ | residential batteriesvertical integration+4 | Zach Dell | Base PowerERCOT+2 | — | Base Powerresidential batteries+5 | — | 39m 51s | |
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| 4/9/26 | ![]() The rise of flexible data centers✨ | data centerselectric grid+4 | Varun Sivaram | Emerald AIEnergy Impact Partners+3 | — | data center flexibilityelectric grid+5 | — | 43m 06s | |
| 4/6/26 | ![]() Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]✨ | clean energycapital markets+3 | Alfred JohnsonKatie Bays | CruxFrontier Forum | — | clean energycapital expenditures+3 | — | 33m 57s | |
| 4/2/26 | ![]() Building a domestic nuclear fuel supply chain✨ | nuclear fuel supply chainenrichment+3 | Scott Nolan | General Matter | RussiaPaducah, Kentucky | nuclear fuelsupply chain+7 | — | 38m 49s | |
| 3/30/26 | ![]() Battery booms and the rise of flexibility [partner content]✨ | battery marketsenergy flexibility+4 | Sean McEvoy | GridBeyond North AmericaGridBeyond | — | battery boomenergy storage+4 | — | 30m 31s | |
| 3/26/26 | ![]() The state and future of nuclear waste✨ | nuclear wastespent nuclear fuel+4 | Dr. Jen Shafer | Department of EnergyColorado School of Mines+7 | Yucca MountainNevada | nuclear wastespent fuel+5 | — | 34m 09s | |
| 3/19/26 | ![]() Scaling America's domestic solar supply chain✨ | solar supply chainreshoring+4 | Scott Moskowitz | QcellsSolar Energy Industries Association+1 | — | solarsupply chain+6 | Uplight | 40m 26s | |
| 3/12/26 | ![]() AI scaling pathways: on grid, on edge, off grid, off planet✨ | data centerssustainable energy+3 | Jake Elder | Energy Impact Partners | — | data center powersustainable generation+3 | — | 42m 32s | |
| 3/10/26 | ![]() Frontier Forum: How VPPs earn grid-scale trust [partner content]✨ | virtual power plantsgrid management+3 | Stacy PhillipsSeth Frader-Thompson | Duke EnergyEnergyHub | — | virtual power plantgrid-scale trust+5 | — | 35m 25s | |
| 3/5/26 | ![]() 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 companies have landed on a potential solution: dig way deeper. In this episode, Shayle speaks with Carlos Araque, the founder of Quaise Energy. The company has developed millimeter-wave drills to vaporize rock, allowing them to dig up to twelve miles underground in search of water around 800 degrees Fahrenheit. That super hot and "supercritical" water packs a huge punch: ten times more energy density than traditional geothermal. Shayle and Carlos explore a range of topics, including: Why 800 degree water is the “ideal” temperature for deep geothermal How "activating" permeability in deep rock differs from traditional fracking The state of Quaise’s Oregon project pilot, including their goal of a commercial-grade flow test by the end of 2026 How the LCOE of super hot geothermal compares to traditional baseload energy sources Resources Catalyst: How geothermal gets built Open Circuit: Is this geothermal’s breakout moment? Latitude Media: Armed with $115 million, geothermal startup Zanskar gets ready to build Green Blueprint: Sage Geosystems’ bet on geothermal energy storage Latitude Media: Fervo’s Tim Latimer is ‘bullish’ on DOE funding for geothermal Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. | 36m 05s | ||||||
| 2/25/26 | ![]() 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 prompt was simple: Each host brought three critical questions they want to see answered in the next decade. From “data center fever” to closed-loop critical mineral economics, Shayle and David take the opportunity to dive deep into a myriad of second-order effects of the clean energy transition. In the hour-long conversation, the two hosts cover topics including: The coming explosion of self-driving cars, and whether it will fuel urban sprawl The feasibility of "electrifying everything” and whether a proliferation of “micro-DERs” in home devices will create create a more efficient grid or a software-fueled dystopia The future of off-grid data centers Whether the pros of geoengineering and solar radiation modification, or SRM, outweigh the potential moral hazards Resources: Catalyst: The Volts crossover episode Catalyst: The plug-in DER case for small businesses Catalyst: AMA: Geoengineering, nuclear, power prices, and more Open Circuit: Tesla’s fork in the road Latitude Media: The growing free-market push to let data centers go off grid Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. | 1h 04m 33s | ||||||
| 2/19/26 | ![]() 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 today, in the face of skyrocketing energy demand, a new class of technologies has emerged. In this episode, Drew Baglino, the founder and CEO of Heron Power, returns to the show to discuss his company’s new generation of solid-state transformers, or SSTs. After a 17-year career at Tesla — where he led energy and powertrain development — Drew is now focused on replacing the grid’s aging infrastructure with these advanced power electronics. Shayle and Drew take a deep dive into the history of the power transistor, and then explore how the SST has the potential to transform the grid into a highly optimized and intelligent machine. They cover topics like: The evolution of power electronics Why we still haven’t fixed the transformer shortage How Heron Power’s SSTs remove legacy transformers and switches to create a substantial uplift for project developers The potential to remove 70% of traditional electrical equipment at data centers by distributing power directly to the rack Why Drew thinks SSTs offer a "pathway toward affordability" Resources Catalyst: Drew Baglino on Tesla’s master plan Latitude Media: Inside Heron Power’s plan to transform the grid Catalyst: Understanding the electric transformer shortage Open Circuit: The grid resilience dilemma Latitude Media: These Autogrid alums want to change how data centers use power Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. | 50m 29s | ||||||
| 2/12/26 | ![]() PJM and ERCOT navigate a capacity rollercoaster | Last year, the PJM capacity crunch became a focal point for an entire industry struggling to navigate the explosive growth of hyperscaler data centers. Yet even in the first two months of 2026, capacity prices have continued to skyrocket, and the economics of energy generation have only become more tenuous. In this episode, Shayle Kann talks to Paul Segal, the CEO of LS Power. A major player in the space, LS Power owns a diverse portfolio of generation, storage, and transmission assets across the U.S. Shayle and Paul dive into the volatility currently defining the two most talked-about power markets in the country: PJM and ERCOT. They cover topics like: How PJM flipped nearly overnight from a state of "stasis" to a capacity shortage The federal government's emergency order to make large data centers "pay their way" Why 10 gigawatts of expected load failed to show up during the recent Texas winter storm Why Paul sees ERCOT as a “cyclical” market that is currently difficult for new gas generation, despite massive load growth Paul’s strategy for ensuring sufficient “bridge” generation before new large-scale projects come online Resources Catalyst: PJM and the capacity crunch Latitude Media: PJM’s $178 billion fork in the road Catalyst: The potential for flexible data centers Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. | 40m 08s | ||||||
| 2/5/26 | ![]() The path to market for new nuclear reactors | Spurred by a suite of executive orders and investments from the federal government, new nuclear reactors are coming soon. Or the announcements are at least. The advanced nuclear sector has found itself in the spotlight as companies race to acquire licenses and permits aimed at achieving "criticality.” But what do these milestones signify? And is hitting the deadlines even feasible? In this episode, Shayle talks to Katy Huff, former assistant secretary for nuclear energy at the Department of Energy and current associate professor at the University of Illinois. They unpack the wave of new nuclear announcements, the realities of navigating an arcane regulatory gauntlet, and what Katy considers a realistic timeline for new nuclear deployment. Shayle and Katy cover topics like: The NRC’s “murky” pre-application process The differences between various licensing pathways Why Katy views the DOE’s goal to have three reactors reach criticality by July 4th as “an extremely aggressive milestone” Upcoming revised guidance on nuclear radiation dose rates The challenges facing the DOE amidst a staff shortage Katy’s assessment of a feasible timeline for getting new reactors operational Why Katy doesn’t think microreactors are economically scalable…yet Catalyst: The US nuclear groundswell Open Circuit: Inside Meta’s massive nuclear push Latitude Media: The self-inflicted hurdles facing Trump’s nuclear orders Latitude Media: The Department of Energy’s 2026 playbook Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. | 34m 44s | ||||||
| 1/29/26 | ![]() The rise of permissionless DERs | Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and inspections to operate. At the same time, however, a new category has emerged: small, "plug-in" batteries that don’t require an electrician or complex installation, let alone a permit. In this episode, Shayle talks to James McGinniss, co-founder and CEO of David Energy (yes, the biblical reference is intentional). David Energy is deploying these nimble, permissionless systems today for both residential customers and small businesses, and James argues that this approach could usher in a new era of massive scale and affordability for distributed energy resources. Shayle and James cover topics like: Why James prefers the term "plug-in" over "permissionless," and what falls into this bucket, from balcony solar to battery-enabled appliances The murky regulatory landscape around micro-DERs How plug-in systems can effectively drive soft costs (permitting, labor, customer acquisition) down to nearly zero How high energy prices in Germany drove the adoption of 4 million plug-in systems in just a few years The appeal for small businesses: how shaving just a few kilowatts of peak demand can generate significant savings for commercial customers in markets like New York Future form factors, including batteries integrated directly into cooktops, heat pumps, and other household appliances Resources Catalyst: How Base Power plans to use its fresh $1B Catalyst: The new wave of DERs Catalyst: Is now the time for DERs to scale? Latitude Media: Can VPPs unlock grid capacity for data centers? Latitude Media: How do we turn small-scale, distributed energy into a multi-trillion dollar sector? Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. | 35m 51s | ||||||
| 1/22/26 | ![]() More 2026 trends: Solar costs, oil oversupply, and the startup slump | We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we recommend you go back and listen to Part 1, which was released last week. In this episode, Shayle and Nat shift their focus from data centers to exploring other intriguing trends found in the data that Nat assembled—from the surprising resilience of clean energy stocks to the rising costs of solar installations in the US. Shayle and Nat dig into more topics including: Why the S&P Global Clean Energy Transition Index outperformed the S&P 500 and Nasdaq last year The steep drop in U.S. energy startup investment—from $8 billion in 2022 to just over $2 billion in 2025—and why Shayle thinks 2026 will see a massive rebound The impacts of an enormous oversupply of oil China’s skyrocketing share of global vehicle production The remarkable pace of residential battery storage adoption in Australia Resources Nat Bullard’s full 2026 presentation Catalyst: 2026 trends: Gas turbines, Texas’ load queue, and China electrifies Catalyst: 2025 trends: aerosols, oil demand, and carbon removal Catalyst: More 2025 trends: DeepSeek, plug-in hybrids, and curtailment Latitude: The year resiliency investment began to go mainstream Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. | 25m 39s | ||||||
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13 placements across 13 markets.
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13 placements across 13 markets.
