Catalyst
Summary
Catalyst is hosted by Shayle Kann covering Data Centers, ERCOT, China, and Home Electrification. Notable guests include Steve Pantano (Director of Market Transformation, Rewiring America), and Nat Bullard (Co-founder, Halcyon). Episodes span from Oct 2023 to Jan 2026.
A massive surge in electricity demand, driven by data centers and industrial electrification, is creating unprecedented strain on power grids, particularly in Texas (ERCOT), where interconnection r...
Global solar installations are surging (599 GW in 2023), dramatically outpacing wind, particularly in the U.S. where investment in energy storage has now surpassed wind. The rapid growth of renewab...
Home electrification is critical for U.S. decarbonization, as household decisions on appliances, vehicles, and solar account for 42% of energy-related emissions. Despite heat pumps outselling furna...