Catalyst with Shayle Kann

Afleveringen

1. The global geopolitics of nuclear fuel

   5 november 2026 · 36 min

   Afspelen
   This fall, uranium prices set a record high — $96.50 per pound. But even though the radioactive metal is critical to the nuclear power buildout, rising prices haven’t triggered panic among uranium buyers. Lees meer

   So how are buyers continuing to rely on the supply chain to keep delivering?

   In this episode, Shayle speaks with Mike Alkin, founder and chief investment officer at Sachem Cove Partners, to unpack the full nuclear fuel cycle: from mining and yellowcake to conversion, enrichment, and fabrication. Mike explains why uranium mining, specifically, is the ultimate bottleneck in the supply chain. He also makes the case that murky contracting masks the market reality, and breaks down what could happen when America’s 2028 ban on Russian enriched uranium goes into full effect.

   Shayle and Mike also discuss:

   - Uranium’s global supply/demand mismatch

   - Why buyers have been replacing fuel at just above 50% of its burn rate

   - Why production costs at the world's lowest-cost producer, Kazatomprom, have skyrocketed and triggered global production curtailments.

   - Why shifting toward overfeeding will create massive new demand for uranium yellowcake

   - The challenges America faces finding new uranium suppliers

   - Catalyst: Building a domestic nuclear fuel supply chain

   - Catalyst: The state and future of nuclear waste

   - Catalyst: The path to market for new nuclear reactors

   - Open Circuit: Inside Meta’s massive nuclear push

   - 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 Antenna Group, the strategic communications and marketing partner behind the biggest names in energy, climate, and infrastructure. For three decades, Antenna has helped breakout companies amplify their stories, build reputation, differentiate from the competition, define new categories and accelerate growt…

2. The new landscape for gas turbines

   29 oktober 2026 · 32 min

   Afspelen
   Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog, the major gas turbine suppliers — GE Vernova, Mitsubishi, and Siemens — are completely sold out past 2030. As a result, developers are scrambling to find alternate behind-the-meter power solutions. Lees meer

   In this episode, Shayle invites Tony Brough, president of Dora Partners & Company, back on the show to examine this squeeze on gas-fired power generation. They break down the OEM backlog, examine rising equipment pricing, and take a deep dive into the emerging ecosystem of new suppliers looking to fill the void.

   Shayle and Tony discuss:

   - Why turbine prices have surged from $500/kW to nearly $2,500/kW

   - The long-term viability of deploying reciprocating generators as bridge power

   - The technical and manufacturing hurdles facing new turbine OEMs like Boom Supersonic and Parallax

   - How companies like FTAI, PROENERGY, and Nova Power are repurposing jet engines into stationary power units

   - The market outlook for 2030, including the role of renewables, and whether behind-the-meter gas demand will plateau

   - Catalyst: Data centers' looming methane surge

   - Catalyst: The rise of flexible data centers

   - Catalyst: The gas turbine crunch

   - Open Circuit: Data centers have a Texas-sized energy problem

   - Open Circuit: Power is caught in AI's doom loop

   - Latitude Media: Is the gas turbine bottleneck solving itself?

   - Latitude Media: Hyperscalers say gas is a bridge — but no one says where it ends

   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 GridBeyond. GridBeyond is the world’s leading technology platform for managing distributed and flexible energy resources. Learn more by visiting GridBeyond.com.

   Catalyst is brought to you by Antenna Group, the strategic communica…

3. The battery boom behind the AI buildout [partner content]

   27 oktober 2026 · 30 min

   Afspelen
   The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids. Lees meer

   And now batteries are having a moment. The urgency to connect to the grid and manage volatile AI workloads is making storage a must-have piece of the energy stack for data centers.

   The demand is being felt by companies like battery integrator FlexGen, which has seen its order book suddenly filled with data center customers.

   In this Frontier Forum, Stephen Lacey talks with FlexGen CEO Pegler and COO Hugh Scott about how the demand is showing up — and how data centers are reshaping the industry.

   “I had thought coming from the renewable energy space, we were an impatient crew. The data center community makes us look like the most patient people around,” says Kelcy Pegler, the CEO of FlexGen.

   They walk through how developers are designing and integrating batteries, how software is controlling them, and where the market is headed.

   This is partner content, brought to you by FlexGen. FlexGen designs and integrates battery energy storage solutions and the software platform that is enabling today’s energy transition.

   This conversation was recorded live as part of Latitude Media’s Frontier Forum series. You can access the full video here.

4. BTM data centers’ looming methane surge

   22 oktober 2026 · 32 min

   Afspelen
   It’s no secret that hyperscalers’ behind-the-meter gas bonanza could generate enormous CO2 emissions. But the BTM boom could become responsible for another, less-publicized emissions issue: upstream and onsite methane leaks that could derail decarbonization efforts. Lees meer

   In this episode, Shayle Kann speaks with Olya Irzak, founder and CEO of Frost Methane Labs. Olya unpacks the full lifecycle of methane emissions in gas-powered data centers, and considers why the actual warming impact of behind-the-meter gas may be double current estimates. Olya says practical, relatively low-cost strategies could cut those emissions in half. Shayle and Olya also discuss:

   - The big-picture data: Why tens of gigawatts of new behind-the-meter gas capacity could generate 380 megatons of CO2 and methane emissions over the next 18 months.

   - How methane can leak across the value chain, from wellheads and gathering pipelines to facility leaks and engine slippage

   - How methane's extreme short-term warming potency means off-grid gas emissions could dwarf coal’s impacts over the next 20 years

   - Why running gas generators at partial loads increases leaks

   - Why low-leak gas procurement, leak detection and repair, and catalyst additions add less than 1% to total data center build costs without causing operational delays

   - How big tech's current emissions reporting relies on averages that overlook actual leaks

   - Frost Methane Labs / MERIT certification

   - Catalyst: The unexplored frontier of methane removal

   - Catalyst: Why are we still flaring gas?

   - Catalyst: Serving data center load with carbon capture

   - Catalyst: Can the fossil gas supply handle the AI boom?

   - Open Circuit: The off-grid data center fantasy

   - Latitude Media: The problem with the US gas bonanza for data centers

   - Latitude Media: Senate Democrats probe gas-powered AI data centers

   Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is…

5. Can natural gas supply handle the AI boom?

   15 oktober 2026 · 36 min

   Afspelen
   As data center-driven load growth continues to rise, hyperscalers are turning to natural gas – both in front of and behind the meter — to secure power. But whether the natural gas pipeline system has the bandwidth to support this surging demand remains far from certain. Lees meer

   In this episode, Shayle sits down with Eric McGuire, director of natural gas and LNG trading analytics at Wood Mackenzie, to unpack whether gas is in the midst of a capacity crunch of its own. Shayle and Eric consider how data center demand has collided with massive LNG exports in the United States, why regional pricing spreads are informing data center siting, and how winter weather creates extreme daily price volatility. They also discuss:

   - How connecting large loads directly into interstate gas pipeline headers compares to filing an electric grid interconnection request

   - Why data centers and LNG export contracts compete for baseload gas

   - How placing data centers in the Permian Basin and Marcellus Shale helps developers bypass long-haul pipeline constraints

   - How cold snaps cause wellhead freeze-offs that knock out tens of billions of cubic feet of gas supply

   - Catalyst: Live from Transition-AI 2026: Inside Google’s massive AI capex

   - Catalyst: The rise of flexible data centers

   - Catalyst: AI scaling pathways: On grid, on edge, off grid, off planet

   - Open Circuit: The off-grid data center fantasy

   - Open Circuit: AI needs a different kind of power plant

   - Latitude Media: Microsoft is embracing off-grid gas for West Virginia data centers

   - Latitude Media: Building clean power for data centers in a gas-obsessed market

   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 GridBeyond. GridBeyond is the world’s leading technology platform for managing distributed and flexible energy resources. Learn more by visiting GridBeyond.com.

   Catalyst is brou…

6. The truth about data center water usage

   8 oktober 2026 · 44 min

   Afspelen
   Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents say data centers use a negligible amount of water, at least compared to agriculture or conventional power generation sources. Lees meer

   So who actually has it right?

   In this episode, Shayle sits down with Tim Shedd, founder of Ebullient Insights and an expert in data center thermal management. They unpack the history and evolution of data center cooling and consider how high-density chip racks have developers ditching air cooling in favor of single-phase direct-to-chip liquid cooling. The two also discuss:

   - Why modern GPU racks (drawing 220 kW to 500 kW+) have rendered traditional air cooling obsolete

   - The distinctions between single-phase direct-to-chip, two-phase cooling, and immersion cooling methods

   - How collecting heat at higher temperatures inside a server allows data centers to reject heat outside with far less energy and water inputs

   - How developers can better communicate with the public about data centers’ water usage and foster local trust amidst rapid buildouts.

   - Ebullient Insights

   - Catalyst: What comes after the data center backlash?

   - Open Circuit: Can data centers regain their social license?

   - Open Circuit: A feast of hot takes

   - Latitude Media: Data centers' hidden water footprint is linked to 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.

   Catalyst is brought to you by GridBeyond. GridBeyond is the world’s leading technology platform for managing distributed and flexible energy resources. Learn more by visiting GridBeyond.com.

   Catalyst is brought to you by Antenna Group, the strategic communications and marketing partner behind the biggest names in energy, climate, and infrastructure. For three decades, Antenna has help…

7. ERCOT batteries: boom, bust, or rebound?

   1 oktober 2026 · 38 min

   Afspelen
   It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed to seventeen gigawatts…with at least five more gigawatts expected to come online by the end of 2026. Lees meer

   But this rapid buildout quickly led to market saturation. In the past year alone, revenues plummeted by more than 80%, far below the threshold needed for fleet operators to stay in the black.

   The future of the battery market in Texas remains murky. Will the depression continue? Or will the imminent, enormous surge of data center load growth reset the state of play and bring volatility back into the mix?

   In this episode, Shayle sits down with Brandt Vermillion, U.S. market lead at Modo Energy, to unpack the mechanics of the Texas battery storage market, and consider when the tide could turn back in developers’ favor. They cover topics like:

   - The factors behind the recent cratering of the market

   - How longer battery durations are able to capture secondary price spikes

   - The degree to which weather patterns have contributed to battery demand

   - Reconciling currently suppressed revenues with the hundreds of incoming gigawatts of proposed data center demand

   - Whether on-site generation for hyperscaler data centers will blunt peak demand spikes and delay the return of grid volatility

   - Why off-takers are considering tolling agreements to survive the market downturn

   - Catalyst: 2026 trends: Gas turbines, Texas' load queue, and China electrifies

   - Catalyst: Why C&I storage is finally taking off

   - Catalyst: The rise of flexible data centers

   - Open Circuit: Data centers have a Texas-sized energy problem

   - Open Circuit: The off-grid data center fantasy

   - Open Circuit: A global energy shock and the case for distributed power

   - Open Circuit: Power is caught in AI’s doom loop

   - Latitude Media: How the AI boom has impacted US battery storage so far

   - Latitude Media: …

8. The rush for clean, on-site power [partner content]

   28 september 2026 · 31 min

   Afspelen
   This is a partner episode, brought to you by Bloom Energy. Lees meer

   Long interconnection queues, fragile supply chains, and a lack of grid capacity are pushing a wide range of C&I customers to invest in distributed, on-site power.

   But as data centers and other industrial facilities build more power behind the meter, new challenges have emerged. Air quality, noise, and water use are top concerns for local communities, making cleaner solutions like fuel cells much more attractive.

   This shift within the data center industry is starting to shape energy decisions in the broader C&I sector across retail, healthcare, higher education, and manufacturing.

   In this Frontier Forum, Stephen Lacey talks with Aman Joshi, chief commercial officer at Bloom Energy, about how the scramble for electricity is changing how large energy users plan their power.

   In this new landscape for large loads, Aman explains why more customers are planning to permanently stay disconnected from the grid; how the familiar cost-per-megawatt-hour calculation can fall short; and why speed, reliability, and community acceptance are central to power decisions.

   This conversation was recorded live as part of Latitude Media’s Frontier Forum with Bloom Energy. You can access the full video here.

9. Anduril's vision for powering maritime defense

   24 september 2026 · 32 min

   Afspelen
   Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? Lees meer

   To help answer that question, Shayle turns to the maritime sector to explore how advanced batteries, nuclear propulsion, and autonomous capabilities are shaping the future of defense.

   Unlike conventional EVs, maritime vehicles and drones must compete with the challenges presented by the sea in order to complete surveillance and reconnaissance-related missions, as well as direct attacks. Saltwater corrodes hardware, and vehicles at great depths must withstand enormous pressure; to say nothing of the fact that moving through water requires nearly 1,000 times more energy than through air.

   To learn how the sector navigates these obstacles, Shayle sits down with Andrew Nuss, the head of growth and strategy in the maritime division at the defense technology company Anduril. They unpack topics including:

   - The complicated physics influencing maritime drone design and energy usage

   - How lithium-ion cells fare in deep-sea deployment

   - Why extreme reliability and long-range capabilities drive the military’s energy requirements compared to commercial shipping

   - How surface or subsea recharging depots could reshape vehicle design

   - Why both commercial and defense sectors are revisiting nuclear propulsion as a viable option for high-speed, zero-emission surface vessels

   Catalyst: The rise of metal fuels

   - Catalyst: GM’s big new battery tech push

   - Catalyst: Decarbonizing the high seas

   - Open Circuit: A five-alarm fire for the grid?

   - Latitude Media: Is adaptation ready for growth money?

   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 EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexib…

10. AMA: Fuel cells, geopolitics, and the solar growth curve

    17 september 2026 · 23 min

    Afspelen
    As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episode. He discusses the year’s biggest stories, the trends that have surprised him the most, and his hot takes on the current energy landscape. Lees meer

    Shayle dives into topics including:

    - The data center backlash and why it has become more bipartisan than he expected

    - The impacts of the war in Iran on global EV adoption, and how the rollback of U.S. tax credits has countered that momentum

    - Why fuel cell maker Bloom Energy is flourishing amidst the rush for behind-the-meter generation

    - Tariff innovations: How big data centers could subsidize retail electricity rates in small utility territories

    - Why Shayle thinks predictions of a flattening U.S. solar market are underestimating massive growth potential

    - Hot take: why Shayle thinks massive grid capacity is about to hit the system

    - Catalyst: What comes after the data center backlash?

    - Catalyst: Can AI revolutionize grid operations?

    - Catalyst: Why C&I storage is finally taking off

    - Catalyst: Enter the electric supercycle

    - Catalyst: Inside the global fertilizer crunch

    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 EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at ⁠https://www.energyhub.com/⁠

    Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at s…

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