Latitude Media
Catalyst with Shayle Kann
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Latitude Media
Catalyst with Shayle KannEpisodes
Latitude Media
Catalyst with Shayle Kann
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Episodes of Catalyst
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Investment is on the rise in geothermal, where advances in drilling techniques are driving down the cost of generation right as the grid needs more clean, firm, dispatchable power to meet rising load growth. And enhanced-geothermal startup Ferv
New electric vehicles — including both battery electric and plug-in hybrid vehicles — make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming. So what’s going on?In this
Driven by the AI boom, data centers’ energy demand could account for 9% of U.S. power generation by 2030, according to the Electric Power Research Institute. That's more than double current usage.So how do we meet that demand? And what impacts
Tesla’s Master Plan Part 3 lays out the company’s model for a decarbonized economy — and makes the case for why it's economically viable. It outlines a vision for extensive electrification and a reliance on wind and solar power. In this episod
Batteries are making their way into more passenger cars and commercial vehicles than ever before, but the limits of electrification mean that we’ll likely need alternative fuels to decarbonize heavy transport like ships, planes, and trucks. So
This week, we’re featuring a crossover episode of With Great Power, a show produced by Latitude Studios in partnership with GridX. Subscribe on Apple, Spotify, or wherever you get podcasts.Ahmad Faruqui has been researching electricity pricing
The U.S. rooftop solar market has tanked. Residential applications in California, the largest market in the country, plunged 82% from May through November 2023 compared to the same period in 2022. Contractors are going bankrupt. The big culprit
Airlines are lining up to buy as much sustainable aviation fuel (SAF) as they can, despite it costing two to three times more than conventional jet fuel, according to BloombergNEF. United Airlines has secured 2.9 billion gallons of SAF over, an
This week, we have something a little different: a news quiz. We recently took the stage with four investors at the Prelude Climate Summit — armed with a bell, a buzzer, and four different categories of questions. We tested two teams of ventur
The IPCC says that we likely need to capture hundreds of gigatons of CO2 if we want to limit global warming to 1.5 degrees Celsius. So what are we going to do with all that carbon?In this episode, Shayle talks to Julio Friedmann, chief scienti
Rare earth elements (REEs) are essential ingredients in electric vehicles, wind turbines, and many electronics. As with most critical minerals, China controls the vast majority of the REE supply chain. And so when it banned the export of REE pr
A little-known U.S. law called the Jones Act shapes climate tech in weird ways — like hindering offshore wind deployment and pushing up energy prices.The law, part of the Merchant Marine Act of 1920, requires all cargo shipped between U.S. por
This week we’re bringing you a deep dive into battery supply chains — the season premier of The Big Switch, a show that Latitude Media makes in partnership with Columbia University’s SIPA Center on Global Energy Policy.Across this five-episode
The lithium-ion battery business is taking off, and the battery recycling business is close behind. Financiers are pouring over a billion dollars into recycling companies like Redwood Materials, Ascend Elements, and Li-Cycle. But success depend
The electricity gauntlet we covered last year has been having a moment in the national spotlight, with coverage of rising load growth in the New York Times, the Wall Street Journal, and the Washington Post. On one side of the gauntlet, demand
The U.S. Securities and Exchange Commission approved new rules this month on what information companies must disclose about their greenhouse gas emissions and climate risks, but notably dropped more stringent requirements that the commission in
Two major indicators of climate tech stocks – the S&P Clean Energy Index and the MAC Global Solar Index – are significantly trailing the overall market. They’ve been declining for months, down from their mid-pandemic highs when they performed f
The first wave of digital grid infrastructure in the U.S. didn’t quite deliver on its promises. More than 100 million smart meters have rolled out across the country, buoyed initially by billions in federal funding. But instead of using them fo
The carbon removal market could reach $400 billion to $1.6 trillion by 2050, according to McKinsey. But it’s got a long way to go. Right now the market is wild, unexplored territory filled with unproven technologies, murky cost curves, and a mo
The list of things that depend on transformers is long: new housing, EV chargers, renewable projects, and more. That’s why skyrocketing lead times and prices for grid equipment that raises or lowers voltage is a real problem.The wait for a new
It's been a year and a half since the Inflation Reduction Act was passed. In that time, we've seen $110 billion in planned investments for factories that are pumping out electric cars, batteries, solar modules, and wind towers. The upper end o
There was so much to talk about in Nat Bullard’s 200-page slide deck on 2024’s biggest decarbonization trends that we broke the conversation into two parts. For the first half of our conversation with Nat, listen here. Nat has worked as an ana
We’re back for round two, with even more slides than last year. This year’s annual slide deck from Nat Bullard has 200 pages on the key trends shaping decarbonization in 2024. Nat has worked as an analyst and writer in climate tech for two deca
A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share r
Agriculture in the U.S. produces more methane than the American oil and gas industry, and the biggest share of that agricultural methane is from enteric fermentation – essentially cow burps. Cows and other ruminant animals release methane becau
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