Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of "climate tech" with prominent experts, investors, researchers, and executives. The show is a co-production of Post Script Media and Canary Media.
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A narrative news show about the trends shifting our carbon-based economy. Each week, host Stephen Lacey digs into the business and technology stories that explain the rise of clean energy, the challenge to fossil fuels, and how the energy system is transforming in dramatic ways. A co-production of Post Script Media and Canary Media.
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Are you a utility or climatetech startup looking to understand how artificial intelligence will shape your company? Come to our one-day event, Transition-AI: Boston, on June 15. Our listeners get a 20% discount with the code PSPODS20. On the Catalyst with Shayle Kann podcast this week: The good news: the U.S. has about 47 days’ worth of energy stor…
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The Carbon Copy


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How will we power all those green factories?
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In the nine months since the Inflation Reduction Act was signed into law, $28 billion in new manufacturing investments have been unveiled. Credit Suisse expects the IRA to support $1.7 trillion in new US manufacturing in a decade. Shalini Ramanathan of Quinbrook Infrastructure Partners is watching the space, excited about that industrial growth. Sh…
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Catalyst with Shayle Kann


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Unpacking EPA’s newly proposed power emissions rule
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Are you a utility or climate tech startup looking to understand how artificial intelligence will shape your company? Come to our one-day event, Transition-AI: Boston on June 15. Our listeners get a 20% discount with the code PSPODS20. Last year, the Supreme Court struck down the EPA’s first attempt to limit greenhouse gas emissions from existing po…
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The Carbon Copy


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Live: Is advanced nuclear ready for liftoff?
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Are you a utility or climate tech startup looking to understand how artificial intelligence will shape your company? Come to our one-day event, Transition-AI: Boston on June 15. Our listeners get a 20% discount with the code PSPODS20. Our show this week was recorded live at the Nuclear Energy Assembly in Washington, DC. It comes in three parts. Fir…
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Depending on who you talk to, Bitcoin mines are either great for the grid or the worst thing that’s ever happened to it. These warehouses of computers essentially turn electricity into bitcoins. Proponents argue that mines can do a number of things for the grid, like: Support grid reliability by reducing demand during peak hours Incentivize new ren…
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The Carbon Copy


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The Big Switch: California’s climate czar on banning gas cars
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Are you a utility or climate tech startup looking to understand how artificial intelligence will shape your company? Come to our one-day event, Transition-AI: Boston on June 15. Our listeners get a 20% discount with the code PSPODS20. We’re hard at work on a new season of The Big Switch podcast, which will go deep on the impact of the European ener…
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Catalyst with Shayle Kann


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Understanding the transmission bottleneck
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42:11
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The U.S. power grid is clogged, and it’s holding back the energy transition. Solar and wind farms are waiting four or more years to connect to the grid. Rising congestion costs are driving up retail electricity prices while hurting generator revenues. And the process of approving projects for interconnection is so complicated and expensive that it’…
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Over the last two years, we’ve created the foundation for a green industrial awakening in America — thanks to the Infrastructure Investment and Jobs Act, the CHIPS and Science Act, and the Inflation Reduction Act. Collectively, they will leverage hundreds of billions of dollars to support domestic producers. The green industrial framework is not ne…
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The Carbon Copy


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Creating the ‘energy capitals’ of a decarbonized grid [partner content]
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The landscape for peaker power plants in New York is changing. Over the next two years, dozens of aging oil- and gas-fired plants will be phased out around New York City, thanks to stronger air quality rules and the state’s climate law. Under the rules, some of National Grid's peaking generation will shut down permanently, and some will steadily ra…
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Catalyst with Shayle Kann


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The Carbon Copy: A rogue geoengineering startup sparks worry
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We’re bringing you a special crossover episode this week from Catalyst’s sister podcast, The Carbon Copy. It’s about a rogue startup that was trying to do something we’ve talked about on this show: solar geoengineering. Last year, Time staff writer Alejandro de la Garza found himself on the floor of a hotel room in Nevada with two guys trying to co…
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Hydropower is the world’s largest source of renewable electricity today, according to the IEA. Like gas peaker plants, it’s highly dispatchable, meaning it can complement intermittent renewables like wind and solar. And we could get a lot more of it. The IEA estimates that we could double the amount of energy produced globally. One peer-reviewed st…
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The Carbon Copy


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Will America’s commercial kitchens go electric?
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Around the US, cities are passing laws to phase fossil gas out of buildings. But the culinary industry is pushing back, saying that gas bans hurt chefs and restaurant owners. This week, the California Restaurant Association successfully won a lawsuit challenging Berkeley's pioneering gas ban. Chris Galarza is on a mission to show chefs that industr…
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We're sharing an episode of a podcast we love, Drilled from our friends over at Critical Frequency. Four years ago, the Drilled podcast asked a question that changed how people thought about climate stories: What if we stopped acting like the climate crisis was inevitable and instead treated it like it truly is… the crime of the century? Now, the o…
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The Carbon Copy


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Live: How AI could supercharge climate tech
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Up until six months ago, artificial intelligence might not have squeaked into the top five areas of climate tech for most people. But the Cambrian explosion of large language models – led by ChatGPT – has suddenly hooked hundreds of millions of users, offered mind-boggling creative capabilities that have surprised almost everyone, and kicked off an…
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Catalyst with Shayle Kann


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What the new Treasury rules mean for EV supply chains
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The battery manufacturing announcements have been coming one after another—a VW cathode facility in Canada; a Tesla factory in Mexico; a Ford battery plant in Michigan. These companies hope to take advantage of the Inflation Reduction Act’s lucrative EV tax credits: Up to $3,750 for strategic minerals mined in the U.S. or its many free trade partne…
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The Carbon Copy


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What’s driving a surge in renewables opposition?
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In five years, we've tripled the amount of solar capacity connected to America's grid. Wind capacity has grown 60% in the last 5 years. And in just the last year alone, battery capacity has doubled. But there’s also a surge in opposition to local projects. According to the Sabin Center for Climate Law at Columbia University, there are now 121 local…
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The run on Silicon Valley Bank (SVB) earlier this month was a hair-raising experience for anyone in climatetech. The bank catered to entrepreneurs in tech, especially climate. So when news of SVB’s troubled assets hit social media, startups scrambled to withdraw millions of dollars and draft emergency plans to make payroll. But after the Federal In…
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The Carbon Copy


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Live: The most ambitious city energy transition in America
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In 2021, the National Renewable Energy Laboratory’s supercomputer found that Los Angeles can hit 100% clean power within a decade and a half. But how will it be implemented in reality – in a way that benefits everyone? That’s the $86 billion question for the city. There are many other questions to answer: How will a utility serving four million res…
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Landfills, dairy farms and wastewater plants all emit methane, the potent greenhouse gas produced when organic material decomposes in the absence of oxygen. But instead of emitting that methane (often called biomethane or waste methane), it’s possible to capture and refine it, resulting in renewable natural gas, or RNG. Capturing methane that would…
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The Carbon Copy


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A bank collapse threatens climate startups
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Silicon Valley Bank was a mid-sized bank that catered to entrepreneurs in the tech sector. The bank was an early supporter of the climate tech and sustainability space, with over 1,500 clients across the industry. But things quickly unraveled this month after SVB executives told investors they'd sold off a massive portfolio of mortgage bonds – crea…
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Nitrous oxide or N2O is the third largest source of GHG emissions behind carbon dioxide and methane. Also known as laughing gas, it’s long-lived like carbon dioxide and incredibly potent like methane. And it accounts for about 6% of global warming. So where does it come from? And what do we do about it? In this episode, Shayle talks to Eric Davidso…
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The Carbon Copy


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A rogue geoengineering startup sparks worry
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A few weeks ago, TIME Magazine staff writer Alejandro de la Garza found himself on the floor of a hotel room in Nevada with two guys trying to cook sulfur dioxide out of a tin can. Luke Iseman and Andrew Song are the co-founders of Make Sunsets, a startup claiming to be implementing solar geoengineering by launching weather balloons filled with SO2…
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The Carbon Copy


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Introducing Discarded: Episode 1, David vs. Goliath
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Discarded is a series from Lemonada Media. If you like The Carbon Copy, then we think you’re going to enjoy Discarded. The shadow of Goliath is looming over St. James Parish, Louisiana, and it’s called The Sunshine Project. This $9.4 billion proposed petrochemical plant would sprawl across 2,400 acres, pushing up against the community that has live…
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Catalyst with Shayle Kann


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The Carbon Copy: The great electrician shortage
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Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Ma. on April 6. record a live episode of The Carbon Copy with some very special guests. Get your tickets today. We’re bringing you a special crossover episode this week from Catalyst’s sister podcast, The Carbon…
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Catalyst with Shayle Kann


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A theory of change for climate investing [partner content]
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Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels. From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while the benchmark S&P index grew 180%. Some called it a "lost decade" for f…
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The Carbon Copy


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Are oil & gas majors abandoning clean energy?
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Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Ma. on April 6. record a live episode of The Carbon Copy with some very special guests. Get your tickets today. In 2020, the top five Western oil & gas supermajors – ExxonMobil, BP, Shell, Chevron, and Total – s…
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Catalyst with Shayle Kann


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More 2023 trends: EVs, onshoring, and the three ages of decarbonization
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Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Massachusetts on April 6 with some very special guests. Get your tickets today. We had so much to cover in Nat Bullard’s monster climate trends deck that we’re back for another episode. Haven’t heard the first p…
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Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Ma. on April 6. record a live episode of The Carbon Copy with some very special guests. Get your tickets today. Batteries are everywhere. In our electronics, our power tools, our electric grid, and in our cars. …
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Catalyst with Shayle Kann


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2023 trends: biomass, ESG, batteries and more
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It’s the first year of what we hope is an annual event: Nat Bullard has released his first climate trends report. He was the chief content officer at BloombergNEF until last year, and now is a senior contributor at BNEF and Bloomberg Green. He’s also a venture partner at Voyager Ventures. There’s so much in this 141-slide deck that we’ve split the …
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For the last 12 years, coal generation in America has been in steady decline. In 2022, wind, solar, and hydro collectively generated more electricity than coal plants. There's no escaping it: the coal fleet is getting creaky. Despite this, hundreds of coal plants are still in operation nationwide. A team of analysts at Energy Innovation and the Uni…
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Recent announcements in the world of nuclear power might make you think that new nuclear technologies are close to deployment in North America. But look closely and you’ll find that progress is actually painfully slow, weighed down by regulatory challenges. Today’s guest argues that all those rules and regulations need to be overhauled.In this epis…
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The Carbon Copy


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A surprising history of gas stove pollution
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Last month, new research showing that 12 percent of childhood asthma can be linked to gas stoves took over the news cycle. Suddenly, gas stoves were a hot topic on nightly news programs across America. The study ignited backlash from conservative pundits, especially after a commissioner from the US Consumer Product Safety Commission said stricter r…
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Catalyst with Shayle Kann


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What hydrogen leakage means for the climate
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Recent research has raised questions about the global-warming impact of uncombusted hydrogen. When it leaks from storage, pipes and other infrastructure into the atmosphere, new studies suggest hydrogen absorbs more heat than previously understood. And, perhaps more importantly, it extends the atmospheric life of methane, a potent greenhouse gas. P…
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The Carbon Copy


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A new catalyst for the smart home: electrify everything
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Visions for the energy-smart home of the future haven’t panned out. In the mid-2000s, the internet-enabled consumer dashboard was going to be the thing that revolutionized energy in the home. Even Google and Microsoft got in on the action – and then shut down their energy dashboards when no one was using them. Then came the smart thermostat, pionee…
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Catalyst with Shayle Kann


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Mailbag episode! Biotech, layoffs, battery recycling and more
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48:17
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It’s that time of year when we reach into our listener mailbag and answer your questions. And you had some good ones. In this episode, Shayle once again hands the mic to guest host Sarah Golden, VP of energy at GreenBiz Sarah Golden. Together they cover things like: The role of biology in creating fossil-fuel-free materials Whether the marginal cos…
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The Carbon Copy


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The greasy truth behind sustainable aviation fuels
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Canary media senior reporter Maria Gallucci recently took a pretty unconventional road trip – shadowing a truck driver as he drove around New Jersey, sucking grease, beef tallow, and used cooking oil out of dumpsters behind airports and restaurant chains. This grease will soon be turned into a sustainable aviation fuel known as hydroprocessed ester…
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Here’s the dream: millions of controllable devices—from EV chargers to thermostats, fridges, and batteries—working together to inject power back into the grid. They reduce load when there’s not enough electricity supply to meet demand. They ease transmission congestion and maintain grid frequency. And these devices, collectively called distributed …
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Five years ago, venture investors, tech companies and automakers were pouring tens of billions of dollars into driverless cars. Tesla, General Motors, Lyft, Uber, and Google's Waymo were promising large fleets of robotaxis with fully autonomous vehicles by the turn of the decade. In 2017, Ford took a big swing. The company invested $1 billion in Ar…
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In the U.S. alone, food waste is responsible for the equivalent emissions from 42 coal power plants. Globally it accounts for 10% of greenhouse gases, more than heavy industries like cement and steel. Why? Wasted food means wasted energy. Throwing a piece of food in the trash is like tossing out the fertilizer and fuel used to make it, too. And we …
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The Carbon Copy


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The make-or-break moment for America’s energy transition
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America enters 2023 faced with two opposing realities: greenhouse gas emissions are going up, but the opportunity to slash those emissions has never been better. Heat-trapping gasses in the U.S. rose again last year, according to the Rhodium Group. Even though renewables outpaced coal on the grid, emissions climbed in the buildings, heavy industry,…
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Catalyst with Shayle Kann


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Introducing: With Great Power, a show about the people building the future grid
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In this bonus episode, we present With Great Power, a podcast from GridX about the people building the future grid, today. The grid is no longer the biggest source of carbon emissions in America. It's transportation. Electric vehicles are a key part of decarbonizing the transportation sector – making utilities an important force in growing EV adopt…
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The natural gas market has been through a wild ride, especially in Europe. The pandemic first pushed the prices way down. Then a resurgent economy and an unusually long European winter sent them back up to record heights. And by September of last year, Russia had dramatically cut natural gas flows to Europe, further squeezing supply. The high price…
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To decarbonize our economy, we need to electrify everything. That means installing millions of heat pumps, EV chargers, electric water heaters, and rooftop solar panels. But there’s one big problem: finding the electricians to make it happen. Electricians across the country are flooded with demand – and just as demand is skyrocketing, the field is …
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The Haber-Bosch process, which turns nitrogen and hydrogen into ammonia, produces an essential ingredient in fertilizers and explosives. But it’s responsible for 2% of global emissions. Ammonia could become an important low-carbon fuel, because when combusted it emits no carbon. We could use it in ships, heavy industry and even mixed in with coal o…
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Today we’re talking about two climate blind spots: methane and short-term warming. Most of us think of global warming as a long game. How do we reach net zero by 2050? And how should we curb carbon dioxide emissions to get there? But the warming happening now and in the next few years is just as important. Short-term warming exacerbates wildfires, …
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Catalyst with Shayle Kann


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Advance market commitments to decarbonize heavy industry
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A coalition of companies organized by the U.S. government is promising to purchase low-carbon versions of commodities from “hard to abate” heavy industries. This sort of policy is called an advanced market commitment, which the U.S. has used in the past to accelerate the development of new technologies. With guaranteed revenue from the government, …
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The Carbon Copy


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Programming note: we're making changes to the show
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This week, Stephen provides some end-of-year updates on the new focus of The Carbon Copy. We’ll be taking a pause until mid-January while we prepare to relaunch the show. In 2023, we’ll be focusing much more tightly on the business, tech, and policy forces that are shaping climate solutions. You asked, we listened! Thanks for listening. We’ll catch…
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Catalyst with Shayle Kann


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The trends shaping the energy transition [partner content]
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We are headed into an uncertain future for the climate – but the range of possible scenarios is getting clearer. We’ve likely avoided the worst-case scenarios, thanks to the progress made in clean energy. And that has experts feeling conflicted. “People who are deep in the industry of trying to address climate change flip flop from skepticism to th…
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To make products like cement, cereal and even baby food, you need heat—and lots of it. Industrial heat consumes about one-fifth of all energy used in 2018, according to the International Energy Agency. Factories often burn coal or natural gas to generate consistent temperatures up to 2200 degrees Celsius. And most run nearly 24/7 to maintain profit…
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This is the final week of our listener survey. Fill it out for a chance to win a $100 Patagonia gift card. And don’t forget to donate to Canary Media to support in-depth journalism on the energy transition! In the last year, venture investments in carbon removal have doubled. Top tech companies are buying credits or taking equity stakes in cutting-…
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