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Catalyst with Shayle Kann

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7 snips
Apr 20, 2023 • 55min

How to build more hydropower

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 study found that global economic potential for hydropower was 21,000 terawatt hours per year, more than five times the current generation today. So how could we deploy more hydropower?In this episode, guest host Lara Pierpoint talks to Gia Schneider, co-founder and CEO of Natel Energy, a hydropower technology company. One key argument Gia makes is that if we can build smaller projects with lower ecosystem impacts, we can tap into more zero-carbon power. Gia and Lara talk through:  How quickly we need to build more hydropower to meet 2050 net-zero targets The benefits of traditional hydro as a full-stack grid resource Different types of hydro technology like run of river, hydrokinetic, and traditional large-scale dams Why smaller, more distributed systems are key to unlocking hydropower potential Different technologies to manage fish and debris like bypass channels, screens and fish-safe turbines The co-benefits of improving riverine landscapes, including making ecosystems and hydroelectric infrastructure more resilient to climate change How hydrology and forecasting can help us better manage dams in a changing climate Recommended Resources: Energy & Environmental Science: A comprehensive view of global potential for hydro-generated electricity Bloomberg: The World’s Biggest Source of Clean Energy Is Evaporating Fast Catalyst is a co-production of Post Script Media and Canary Media.Support for Catalyst comes from Climate Positive, a podcast by HASI, that features candid conversations with the leaders, innovators, and changemakers who are at the forefront of the transition to a sustainable economy. Listen and subscribe wherever you get your podcasts.Catalyst is supported by Scale Microgrids, the distributed energy company dedicated to transforming the way modern energy infrastructure is designed, constructed, and financed. Distributed generation can be complex. Scale makes it easy. Learn more: scalemicrogrids.com.
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Apr 6, 2023 • 35min

What the new Treasury rules mean for EV supply chains

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 partner countries Up to $3,750 for battery components produced only in the U.S., Mexico, or Canada. But there’s a catch. A whole bunch of intermediate battery products don’t fit neatly into either bucket. For example, lithium gets processed into precursor cathode active material before it becomes cathode active material, the powder that actually makes it onto the factory floor of a battery manufacturer. Battery electrolytes go through multiple processing steps, too.Until last week, suppliers of these products were left wondering: Where should we manufacture to qualify? And for which credit?Congress had left these details up to the Treasury Department, and on Friday regulators released guidance for these intermediate products, or “constituent materials.” The new rules pleased some and angered others.So what do the changes mean for EV supply chains? In this episode, Shayle talks to Sam Jaffe, our resident EV-supply-chain whisperer. He’s the vice president of Battery Storage Solutions at E Source. He’s come on the show before to talk about the holy grail of batteries and the basics of the IRA’s EV tax credits. This time, Sam explains the new Treasury guidance.They cover topics like: Incentivizing domestic manufacturing while also giving auto companies the flexibility to qualify for credits Why Joe Manchin and European countries are upset about the new rules Japan’s last-minute free trade agreement before the rules came out How hard it will be for EV manufacturers to get qualifying constituent materials anytime soon, especially as they launch new mass market models What we still don’t know about how the Treasury will implement the IRA, including which countries or companies will qualify as “foreign entities of concern” Recommended Resources: U.S. Treasury: Anticipated Direction of Forthcoming Proposed Guidance on Critical Mineral and Battery Component Value Calculations for the New Clean Vehicle Credit The New York Times: New Rules Will Make Many Electric Cars Ineligible for Tax Credits Politico: Bitter friends: Inside the summit aiming to heal EU-US trade rift Catalyst is a co-production of Post Script Media and Canary Media.Support for Catalyst comes from Climate Positive, a podcast by HASI, that features candid conversations with the leaders, innovators, and changemakers who are at the forefront of the transition to a sustainable economy. Listen and subscribe wherever you get your podcasts.Catalyst is supported by Scale Microgrids, the distributed energy company dedicated to transforming the way modern energy infrastructure is designed, constructed, and financed. Distributed generation can be complex. Scale makes it easy. Learn more: scalemicrogrids.com.
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Mar 30, 2023 • 41min

SVB, the banking crisis and climatetech

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 Insurance Deposit Corporation (FDIC) took over SVB and another troubled regional institution, Signature Bank, the dust started to settle. The FDIC announced that it would insure the full deposits at SVB, above the $250,000 guarantee. But how did this all happen? And what does it mean for climatetech today?In this episode, Shayle talks to Saloni Multani, partner at Galvanize Climate Solutions and former chief financial officer for Joe Biden’s 2020 campaign. She came on the show last May to explain what the economic downturn meant for climatetech. This time Saloni and Shayle cover topics like: What led to the problems at SVB, Signature, and others How trends in the broader banking system signal a new environment for climatetech companies  The durability of climatetech opportunities Whether others will fill the hole left by SVB, which was a critical partner to many climatetech projects, including 62% of U.S. community solar projects Recommended Resources: The Carbon Copy: A bank collapse threatens climate startups Canary: Community solar industry says it can ride out Silicon Valley Bank failure The Guardian: ‘The first Twitter-fuelled bank run’: how social media compounded SVB’s collapse Catalyst: How will the downturn affect climatetech? Catalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
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7 snips
Mar 23, 2023 • 46min

Betting big on renewable natural gas

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 have been emitted anyway (something that’s still up for debate) creates RNG that’s carbon neutral or carbon negative. And using that RNG to displace fossil-fuel derived natural gas can cut overall emissions.Big players in energy are betting big on RNG. Last fall BP acquired RNG producer Archaea for $4.1 billion, Shell bought Nature Energy for $2 billion and NextEra purchased $1.1 billion in RNG assets from Energy Power Partners.So what’s behind this recent flurry of activity? And to what extent could RNG actually offset carbon emissions? In this episode, Shayle talks to Brandon Moffatt, cofounder of Stormfisher, an RNG and hydrogen producer.They cover topics like: RNG feedstocks like dairy farms, wastewater treatment plants, and landfills How much waste methane is available for RNG How different feedstocks determine RNG’s carbon intensity Government subsidies like the Low Carbon Fuel Standard (LCFS) and Renewable Identification Numbers (RINs) Recommended Resources:  Environmental Research Letters: At scale, renewable natural gas systems could be climate intensive: the influence of methane feedstock and leakage rates Bloomberg: The Gas Industry’s Survival Plan: Make Fuel From Cow Poop Vox: The false promise of “renewable natural gas” CBC: Renewable natural gas could help slow climate change, but by how much? Catalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
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Mar 16, 2023 • 48min

The greenhouse gas you don’t know about

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 Davidson, professor at the University of Maryland Center for Environmental Science, and principal scientist at Spark Climate Solutions. Eric studies the surprising source of nitrous oxide: bacteria in the soil. Eric and Shayle talk about topics like:  How the application of nitrogen fertilizer causes more emissions than the production of fertilizer itself The challenging economics of agriculture that cause farmers to over-apply fertilizer How precise and timely application of fertilizer could cut emissions New livestock feed additives that could replace the N2O-intensive crops in animal feed New crops that require less fertilizer Recommended Resources: Nature Climate Change: Improving the social cost of nitrous oxide The Conversation: New research: nitrous oxide emissions 300 times more powerful than CO₂ are jeopardizing Earth’s future Nature: A comprehensive quantification of global nitrous oxide sources and sinks 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, Mass. on April 6. We’ll record a live episode of The Carbon Copy with some very special guests. Get your tickets today.Catalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
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Mar 9, 2023 • 33min

The Carbon Copy: The great electrician shortage

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 Copy. I host the show and we did an episode recently about this urgent climate tech problem: America’s shortage of electricians. To decarbonize the 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 enough electricians to make it happen. Electricians across the country are flooded with work — and just as demand is skyrocketing, many in the field are nearing retirement age. This week, in a special collaboration with Grist, reporter Emily Pontecorvo discusses where to find all the electricians we need to electrify everything and how we can train enough new entrants to the field to meet our climate goals. Read Emily’s feature article.Transcript available here.Recommended Resources: Canary: We need a lot more electricians if we’re going to electrify everything Canary: How to get contractors on board with heat pumps and electrification Canary: US climate law to spur thousands of new jobs in every state Catalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
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Mar 8, 2023 • 24min

A theory of change for climate investing [partner content]

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 fossil fuel investors.“If anything, oil's been a drag,” says Zach Stein, the co-founder and CEO of Carbon Collective, a company building climate-focused portfolios for investors and employer 401(k) plans.The recent surge for the oil and gas sector shows how fundamental fossil fuels are for today's economy. But looking forward, oil is facing the most significant competition it has ever seen, thanks to electrification and clean energy. That view of the long-term threat to fossil fuels drove Zach to co-found Carbon Collective – with a mission to build funds around industries that will deliver strong returns in a climate-constrained world.In this episode, produced with Carbon Collective, Zach Stein talks with Stephen Lacey about trends in sustainable investing – how to define the category, identify good investments, and separate it from the confusing world of ESG.If you want to invest sustainably – at work or individually – you can learn more at carboncollective.co. There, you can see how the portfolios are built and read more about the company's theory of change.
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Mar 2, 2023 • 49min

More 2023 trends: EVs, onshoring, and the three ages of decarbonization

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 part yet? Listen here. Nat was the chief content officer at BloombergNEF until last year. He is now a senior contributor at BNEF and Bloomberg Green as well as a venture partner at Voyager Ventures. Shayle and Nat dig into topics like: EVs. From 2017 to 2022, internal combustion engine car sales globally declined by nearly a third. Yet EV sales are on the rise. Will growth in EVs stave off the decline of passenger vehicle sales? Onshoring of supply chains. Companies have announced plans to bring manufacturing facilities to the U.S. or nearby countries. In the EV value chain alone, there were $70 billion worth of announcements in 2022. Will this onshoring trend have lasting power?  The three ages of decarbonization. First came renewable energy, then the energy transition, and starting in 2019, the net zero age. It builds on everything we did before, but now with a focus on molecules, calories, industry, and pressure on the boardroom. Plus: What we can do with old coal sites and the types of projects that tend to have cost overruns. For a full transcript, click hereRecommended resources: Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zeroCatalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
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7 snips
Feb 23, 2023 • 43min

2023 trends: biomass, ESG, batteries and more

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 conversation into two episodes. In this first part, Shayle and Nat dig into topics like: Land use. For example: we grow 40% of the U.S. corn to offset 10% of U.S. motor gas demand. Also, despite a growing world population, land used for agriculture globally has been shrinking. What do these trends mean for alternative proteins and sustainable aviation fuels? ESG. In 2022, there were more anti-ESG than pro-ESG regulatory developments. And while ESG fund flows were positive last year, they’re still only a fraction of their peak in 2021. Where is ESG investment heading and should we even be putting environmental, social and governance criteria in the same bucket?  Batteries. Battery costs rose in 2022, but battery system costs rose faster. And yet there’s still rising demand for utility-scale batteries. Meanwhile, the top ten battery manufacturers of 2022 were in Asia. What do these trends mean for the battery market and manufacturing supply chains? For a full transcript, click hereRecommended resources: Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero Catalyst: Climatetech’s surprising bottleneck: Land access Catalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
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4 snips
Feb 16, 2023 • 47min

Strong opinions on SMRs

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 episode, Shayle talks to Bret Kugelmass, CEO and founder of nuclear reactor developer Last Energy. He’s also the host of the podcast Titans of Nuclear. They cover topics like: Small modular vs micro vs traditional reactors The state of SMR and nuclear development in North America Why utilities are disincentivized to build nuclear Places that are currently seeing a lot of construction, like China and Poland Building with existing components vs developing new designs The U.S. Nuclear Regulatory Commission’s certification and licensing process Overhauling the bureaucracy and the institutional design of the Commission itself Click here for a full transcript.Recommended Resources: Catalyst: Will advanced reactors solve nuclear’s problems? Canary: Small modular nuclear reactors: The race is on to actually build them Canary: A small modular nuclear reactor just got U.S. approval — a big milestone Catalyst is a co-production of Post Script Media and Canary Media.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 antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.

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