Cw Catalyst with Shayle Kann

Podcast

Catalyst with Shayle Kann

A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ev...

Website ↗ Last published 29 October 2026 282 posts collected by Sputnik

Said on Catalyst with Shayle Kann

“Those are going anywhere between $1,900 and $2,500 per kilowatt. I mean, it wasn't that long ago that the price for those units was down around $400 or $500 a kilowatt. … We already know that the largest gas turbine OEMs now, they're making more profit on new units than they are on the aftermarket for the first time in the history of the industry.” — Tony Brough, Catalyst with Shayle Kann
Tony Brough · 29 Oct 2026 Listen →
“And the data center people together get to essentially decide who drills the next hole in the Permian basin, right? … especially if they got together and did a coalition for responsible gas buying or something like that, you'd be able to, I think, shift the entire industry.” — Olya Irzak, Catalyst with Shayle Kann
Olya Irzak · 22 Oct 2026 Listen →
“That's 15% of U.S. grid emissions is what we can prevent by building these data centers with tackling the methane in mind, right? … So this is like by far the biggest climate lever that I ever had a chance to pull in my career.” — Olya Irzak, Catalyst with Shayle Kann
Olya Irzak · 22 Oct 2026 Listen →
“We're producing and consuming hundreds of thousands of cold plates a month. And by next year, that could climb to maybe close to a million cold plates a month. I mean, this is crazy. 2022, we might have been talking about 100,000 cold plates a year, right, in the whole industry.” — Tim Shedd, Catalyst with Shayle Kann
Tim Shedd · 8 Oct 2026 Listen →
“I think people are undercounting the grid and utilities, particularly in AI world.” — Shayle Kann, Catalyst with Shayle Kann
Shayle Kann · 17 Sep 2026 Listen →

Hosts

Catalyst with Shayle Kann is hosted by Shayle Kann , Stephen Lacey , Lara Pierpoint , Max Savage Levenson , Sean Marquand , Jason Bordoff , Melissa Lott and Tamar Haspel .

Recent Episodes

  1. 29 Oct 2026

    The new landscape for gas turbines

    With Tony Brough

  2. 27 Oct 2026

    The battery boom behind the AI buildout [partner content]

    With Kelsey Pegler and Hugh Scott

  3. 22 Oct 2026

    BTM data centers’ looming methane surge

    With Olya Irzak

  4. 15 Oct 2026

    Can natural gas supply handle the AI boom?

    With Eric McGuire

  5. 8 Oct 2026

    The truth about data center water usage

    With Tim Shedd

  6. 1 Oct 2026

    ERCOT batteries: boom, bust, or rebound?

    With Brandt Vermillion

  7. 28 Sep 2026

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

    With Aman Joshi

  8. 24 Sep 2026

    Anduril's vision for powering maritime defense

    With Andrew Nuss

  9. 17 Sep 2026

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

    With Max Savage Levenson

  10. 10 Sep 2026

    Do data centers actually increase electricity prices? No...and yes

    With Andy Lubershane

  11. 3 Sep 2026

    What comes after the data center backlash?

    With Brian Janous

  12. 27 Aug 2026

    The rise of metal fuels

    With Richard Wang

Guests

Andy Lubershane (15 episodes), Nat Bullard (10 episodes), Julio Friedmann (6 episodes), Sam Jaffe (6 episodes), Brian Janous (5 episodes), Varun Sivaram (3 episodes), Neha Palmer (3 episodes), Drew Baglino (3 episodes), Greg Thiel (3 episodes), Rob Gramlich (3 episodes), Alfred Johnson (3 episodes), Jigar Shah (3 episodes), and 213 more.