Catalyst with Shayle Kann

There’s a bottleneck in climate tech that we don’t talk about enough: land availability. It’s a physical resource you need to support biomass, renewables, mineral mining, and other essential tools of decarbonization. So how much is enough, and where do we need it?

In this episode, Shayle talks to his colleague Andy Lubershane, managing director of research at Energy Impact Partners. Andy argues that land—geography, landscape and the rights to land—will be a common constraint among climatetech solutions as we reach gigaton-scale reductions of emissions.

Andy and Shayle survey the industries where the availability of land could play a critical role, exploring questions like:

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arca​dia​.com/​c​a​t​alyst.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee​.net/join.

Consumer energy data is vital to the energy transition, especially distributed energy resources (DERs). For example, a rooftop solar company needs consumer energy data to analyze bill savings from a potential solar installation. An electric vehicle (EV) charging company needs it to offer a customer special rates on EV charging.

But that data has long been incredibly difficult to access – available only in PDFs and hard-to-access utility databases – often coming in very different formats and standards.

And yet companies are trying to overcome these challenges by bringing that data into easy-to-use interfaces. Arcadia is one such company. Earlier this month it raised $200 million, an investment that valued the company at $1.5 billion. Yesterday, Arcadia purchased commercial energy-data provider Urjanet. 

In this episode, Shayle talks to Arcadia CEO Kiran Bhatraju about how to build a business around consumer energy data and how that data could become a goldmine for DER providers. 

A few important disclosures: Shayle’s firm Energy Impact Partners (EIP) is an investor in Arcadia. EIP led the company's Series A and has invested in every round since. Arcadia is a sponsor of this podcast. Kiran is also a friend of Shayle’s, and Shayle is an Arcadia customer.

Shayle and Kiran discuss key questions about consumer data, such as:

Plus, Shayle reveals the smartest business idea that he ever turned into reality.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee​.net/join.

Stock markets are in decline. Inflation is on the rise. Interest rates are up. Private tech companies are laying off workers. 

Is this the long-awaited market correction that never quite materialized during the bull market of the last 13 years?

And what does it mean for climate tech? 

In this episode, Shayle talks to Saloni Multani, a partner at Galvanize Climate Solutions and former chief financial officer for Joe Biden’s 2020 campaign. 

Shayle and Saloni place the current moment in historical context. They cover the recent wave of low-cost capital that poured into climate tech and the low interest rates that gave renewables an advantage over fossil-fuel investments. 

And they dive into some pressing questions like:

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

We’re reversing roles today by taking listener questions for our host, Shayle Kann. He’s usually the one interviewing our guests, but he also has expertise (and maybe a few hot takes) to share. He leads a $350 million fund that invests in early-stage climate startups, so he spends most of his time trying to figure out which technologies and businesses will help us decarbonize as quickly as possible.

GreenBiz senior energy analyst Sarah Golden joins the show to ask Shayle your questions and dissect the answers with him. 

They cover:

Plus: Shayle’s owl tattoo and the drinking game Shayle’s wife made up for whenever he begins listing things. 

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

Carbon Dioxide Removal (CDR) is having a moment. The most recent report from the Intergovernmental Panel on Climate Change found that the world cannot meet the targets of the Paris Agreement without removing hundreds of gigatons of carbon from the atmosphere.

Big companies like Alphabet, Stripe and others have formed the Frontier Fund, a nearly $1 billion joint-effort to jump-start the market to purchase CDR offsets. Elon Musk is even sponsoring a $100 million X-Prize focused on it.

We’re not talking about point-source carbon capture and storage, often called CCS. And we’re not just talking about Direct Air Capture or planting trees, the most well-known forms of CDR. Carbon Dioxide Removal also includes technologies involving kelp, bamboo, cement, mangroves, biochar, and others. 

In this episode, Shayle explores CDR with Ryan Orbuch, a partner at Lowercarbon Capital who leads the firm’s carbon-removal work. Ryan helped to start Stripe’s carbon removal procurement program and has been involved in Stripe's nearly $1 billion Frontier Fund. 

Shayle and Ryan cover key questions around CDR, like:

Shayle also shares his experience with the first wave of carbon offsets, and the challenges that undermined those efforts. Ryan talks about separating out the cost of measurement and verification from the costs of removal, as well as why we should be thinking about radiative forcing more holistically, and not just carbon removal alone.

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

A massive green hydrogen project in Utah has won a $504.4 million conditional loan guarantee from the U.S. Department of Energy’s Loan Programs Office. The project, called Advanced Clean Energy Storage (ACES), will generate hydrogen from renewables and store it deep underground in what’s called a salt dome. ACES will use that stored hydrogen to generate electricity in a hybrid power plant, running on both natural gas and hydrogen.

ACES is one of the many planned hydrogen hubs in the U.S., and once completed it would be one of the largest in the country. The loan will finance an initial 220 megawatts of hydrogen production and 300 gigawatt hours of storage.

What did it take to put this deal together, and what does it say about the future of hydrogen hubs more broadly?

In this episode, Shayle talks to Jigar Shah, director of the Department of Energy’s Loan Programs Office (LPO) about the project. The LPO is the government agency behind the conditional loan guarantee.

Shayle and Jigar talk about what made this particular project attractive to the LPO. They talk about why the salt dome storage was essential to making the project work, and the other uses for hydrogen beyond power, such as a feedstock for ammonia production and other heavy industries. They also break down the difficulties in transporting hydrogen and the need to site hydrogen production near consumption.

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

The metals used to make batteries are in hot demand. In 2021, the price of one form of lithium skyrocketed by over 400%. Automakers are racing to lock up supply deals for key minerals as they roll out new electric-vehicle models. And the market value of companies with mining assets, or new technologies to unlock them, has skyrocketed.

What’s behind this scramble for metals and what does it mean for the energy transition? 

In this episode, Shayle talks to Kurt House, chief executive officer and co-founder of KoBold Metals. Kobold uses artificial intelligence to discover and characterize new sources of key battery metals. 

Kurt and Shayle survey five key materials of the energy transition — lithium, nickel, copper, cobalt and rare earth metals. They compare the roles of each one in different types of batteries and discuss how the changing battery cell chemistries are shaping metal markets. Kurt explains the different factors shaping supply, including recycling, new mineral discoveries and shifting geopolitics.

We want to hear from you! Take our quick survey for a chance to win a $100 Amazon gift card. This will help us bring you more relevant content.

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

Support strong climate journalism! Donate to Canary Media to celebrate its one-year anniversary.

Conventional livestock agriculture, especially beef production, is a huge climate problem. It makes up 14.5% of global greenhouse gas emissions. 

But there’s good news: alternative proteins are hot. Brands like Impossible Foods and Beyond Meat rely on alternative proteins to replicate the taste and texture of conventional meat and dairy – but with drastically less carbon pollution.

Alternative proteins are starting to show up in fast food, fine dining and grocery stores. They’re garnering big-time investment, and they have the potential to shake up the conventional livestock industry. 

But the term alternative proteins includes a smorgasbord of technologies. What are they and how do they work? And where do we need research and development?

In this episode, Shayle talks to Dr. Liz Specht, vice president of science and technology at the Good Food Institute. Liz explains the three main pillars of alternative protein technology – plant-based proteins, microbial fermentation and cultivated (or lab-grown) meat. Shayle and Liz discuss the technical bottlenecks to production, like addressing the global shortage of bioreactors, developing new crops and deriving new cell lines. And they talk about designing alternative proteins that are tastier and healthier than their conventional counterparts. Plus, Liz recommends her favorite alternative meat to try this weekend. 

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

We want to hear from you! Take our quick survey for a chance to win a $100 Amazon gift card. This will help us bring you more relevant content.

Support strong climate journalism! Donate to Canary Media to celebrate its one-year anniversary.

After a string of relatively high profile failures and cost overruns, point source carbon capture and storage (CCS) – that is, capturing carbon dioxide directly from flue stacks at industrial and power generation facilities – fell into disrepute.

Many projects were shelved. And yet, in just the first nine months of 2021 the global capacity of planned CCS projects grew 50% to 111 million tons, which would triple the current operating capacity in the world.

So why the recovery? And what might happen this time?

In this episode Shayle talks to Chris Bataille, a researcher at the Institute for Sustainable Development and International Relations, a professor at Simon Fraser University and a lead author on the industry chapter of the IPCC report that just came out this week. 

Chris and Shayle talk about the state of CCS technology, the reasons for past failures, and the applications where it could work, namely chemicals, cement and certain power plants.

They examine the bottlenecks in deep saline aquifers and the capacity of these aquifers to absorb carbon dioxide. They also discuss the role of carbon capture and utilization (CCU), which could both improve the economics of CCS and displace more carbon-intensive fossil fuel extraction. 

And: Will CCS lead to unnecessary emissions? They discuss upstream methane leakage and whether CCS enables polluters. 

Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.

Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst.

We want to hear from you! Take our quick survey for a chance to win a $100 Amazon gift card. This will help us bring you more relevant content.

Europe imports about 45% of its natural gas from Russia. As the conflict in Ukraine escalates, pressure is mounting for Europe to wean itself off Russian energy as quickly as possible. European sanctions against Russia have excluded the energy trade, meaning that European purchases of oil and gas – which fund about 40% of Russia’s federal budget – are in effect funding the Russian war effort in Ukraine.

So how could Europe eliminate the import of Russian fossil fuels?

In this episode Shayle talks to Princeton energy professor Jesse Jenkins about how to do it. The EU’s current plan is to cut its import of Russian gas by two thirds by the end of the year. Jesse’s energy modeling team is working on a plan to cut 100% of Russian energy imports by October 1.

Shayle and Jesse explore the immediate impact of the war in Ukraine on energy markets and the ripple effects on other markets like fertilizer, food and carbon markets. 

Then they discuss the tools Europe and its allies have at their disposal in the short term, such as switching from gas to coal, ramping up heat pump installations and extending the operation of nuclear plants. They also examine a possible path for the US – decreasing domestic use of fossil fuels while increasing exports of coal and liquid natural gas to Europe. 

Finally: How could this rapid shift in Europe accelerate the energy transition in the long term?

We want to hear from you! Take our quick survey for a chance to win a $100 Amazon gift card. This will help us bring you more relevant content.

Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you’re a startup, investor, enterprise or innovation ecosystem that’s creating positive change, Antenna is ready to power your impact. Visit anten​na​group​.com to learn more.

Catalyst is supported by Nextracker. Nextracker’s technology platform has delivered more than 50 gigawatts of zero-emission solar power plants across the globe. Nextracker is developing a data-driven framework to become the most sustainable solar tracker company in the world — with a focus on a truly transparent supply chain. Visit nex​track​er​.com/​s​u​s​t​a​i​n​a​b​ility to learn more.