Catalyst with Shayle Kann By cover art

Catalyst with Shayle Kann

By: Latitude Media
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  • Summary

  • 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. Produced by Latitude Media.
    Latitude Media
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Episodes
  • CO2 utilization

    CO2 utilization
    May 2 2024
    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 scientist at Carbon Direct. Julio says we will store the vast majority of that CO2. But the markets for using CO2 in things like concrete, fizzy water, and chemicals will play an important role in developing the carbon management economy. Shayle and Julio cover topics like: The roughly 50 carbon capture facilities operating today and how much carbon they capture Why we should recycle carbon at all when we could just store it Current uses for CO2, like fizzy water, enhanced oil recovery, and concrete Emerging chemical uses, like jet fuel, ethanol, urea, and methanol Substituting glass and metal with products that use recycled carbon, like polycarbonate and carbon fiber The “over the horizon” stuff, like making space elevators from graphene Solving the challenge of local opposition to carbon infrastructure Who will pay the green premium for products made with recycled carbon Recommended Resources: Center on Global Energy Policy: Opportunities and Limits of CO2 Recycling in a Circular Carbon Economy: Techno-economics, Critical Infrastructure Needs, and Policy Priorities Canary Media: US Steel plant in Indiana to host a $150M carbon capture experiment NBC: Biden admin seeks to jumpstart carbon recycling with $100 million in grants Are growing concerns over AI’s power demand justified? Join us for our upcoming Transition-AI event featuring three experts with a range of views on how to address the energy needs of hyperscale computing, driven by artificial intelligence. Don’t miss this live, virtual event on May 8. Catalyst is supported by Origami Solar. Join Latitude Media’s Stephen Lacey and Origami’s CEO Gregg Patterson for a live Frontier Forum on May 30th at 1 pm Eastern to discuss Origami’s new research on how recycled steel can help reinvigorate the U.S. solar industry. Register for free on Latitude’s events page.
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    47 mins
  • Building a supply chain for rare earth elements

    Building a supply chain for rare earth elements
    Apr 25 2024
    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 processing technology last December, it raised concerns about supply. So what will it take to secure the supply of REEs? In this episode, Shayle talks to Ahmad Ghahreman, CEO and cofounder of Cyclic Materials, a rare earth elements recycling company. (Energy Impact Partners, where Shayle is a partner, invests in Cyclic.) They cover topics like: The five high-value REEs used in the permanent magnets inside EVs, wind turbines, and other electronics The many steps in the supply chain, from extraction to end-of-life Building magnets without REEs Increasing production outside of China The role of recycling Why Ahmad is optimistic about developing a supply chain in North America Recommended Resources: MIT Technology Review: The race to produce rare earth elements IEEE Spectrum: Who Will Free EV Motors from the Rare Earth Monopoly? Are growing concerns over AI’s power demand justified? Join us for our upcoming Transition-AI event featuring three experts with a range of views on how to address the energy needs of hyperscale computing, driven by artificial intelligence. Don’t miss this live, virtual event on May 8.
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    39 mins
  • How an obscure, 100-year old law is disrupting U.S. energy

    How an obscure, 100-year old law is disrupting U.S. energy
    Apr 18 2024
    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. ports to be carried by ships that meet strict standards. Those ships must be built in American shipyards, owned by an American company, registered in the U.S., and crewed by a majority American crew. As a result, building cargo ships in the U.S., and operating them between U.S. ports, is way more expensive than building and operating ships in other countries — and relatively few U.S. ships get built. So what are the impacts on climate tech? In this episode, Shayle talks to Colin Grabow, research fellow at the Cato Institute's Herbert A. Stiefel Center for Trade Policy Studies. They cover topics like: How the Jones Act increases the money and time required to deploy offshore wind turbines Why it costs less to ship U.S. oil and gas abroad than to domestic markets How it pushes domestic shipping to rely on trucks and trains instead of ships The history of the act and potential ways it could change Recommended Resources: WIRED: The US Has Big Plans for Wind Energy—but an Obscure 1920s Law Is Getting in the Way Cato Institute: Jones Act Leaves New England Vulnerable to Wintertime Calamity Cato Institute: Environmental Costs of the Jones Act Are growing concerns over AI’s power demand justified? Join us for our upcoming Transition-AI event featuring three experts with a range of views on how to address the energy needs of hyperscale computing, driven by artificial intelligence. Don’t miss this live, virtual event on May 8.
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    41 mins
Economics Personal Finance Politics & Government
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