Shayle Kann @shaylekann
Partner at Energy Impact Partners (@energyimpact_), investing at the frontier of climate tech. Host @Catalystpod. Used to lead GTM Research (acq by @verisk). San Francisco, CA Joined March 2009-
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This latest episode from @shaylekann on building a supply chain for rare earth elements (+ magnets) is excellent. It’ll take a whole-of-government approach, in partnership with industry, to break China’s stranglehold on that supply chain. We must do it. latitudemedia.com/news/catalyst-…
Today in electricity: generation is great, but capacity is king. "Up to 58 GW faces retirement in PJM by 2030 without replacement capacity in sight" utilitydive.com/news/pjm-coal-…
This, plus different electrolyzer designs have dramatically different associated EPC costs. Hence, industrial-scale, fully turnkey systems w/ high current density from @Electric_H2 win on total installed cost every time
This, plus different electrolyzer designs have dramatically different associated EPC costs. Hence, industrial-scale, fully turnkey systems w/ high current density from @Electric_H2 win on total installed cost every time
Folks. We need to talk about the transformer shortage. It's more than meets the eye. For real 👇 open.spotify.com/episode/4cqatz…
Just listened to the latest @CatalystPod with @shaylekann on the global transformer shortage. TL;DR: The shortage, worsening since 2020, now sees lead times of up to 125 weeks, affecting both power generation and distribution sectors. The demand surge from electrification of…
Unlock your potential and lead the charge for clean energy! Join the Clean Energy Leadership Institute @Energy_Leaders 2024 Fall Fellowship. Apply now for an opportunity to connect, learn and make a difference. #CleanEnergy #Fellowship
Unlock your potential and lead the charge for clean energy! Join the Clean Energy Leadership Institute @Energy_Leaders 2024 Fall Fellowship. Apply now for an opportunity to connect, learn and make a difference. #CleanEnergy #Fellowship
In the department of "some things really can change fast", McDonald's (which buys 2 billion eggs/yr) went from 1/3 to 100% cage-free eggs over a four year period. restaurantbusinessonline.com/operations/mcd…
Killer DAC overview by Torben Schreiter @extantiacapital medium.com/extantia-capit…
If you're wondering what's REALLY going on with the electric vehicle transition in the United States, you can do no better than to listen to this podcast with my friends @shaylekann & @CoreyBCantor latitudemedia.com/news/catalyst-…
Would love for someone to use AI to create a heatmap of the gas/electricity price ratio (maybe one for nat gas and one for gasoline, both vs. average retail electricity price) throughout the U.S. Useful way to understand relative economics of electrification. @duncan__c ideas?
Do not miss this TED Talk from @rondoenergy founder John O'Donnell. Heat batteries, y'all. The next big thing. youtube.com/embed/X6Wgd4v_…
I want to do an episode of @CatalystPod on the electric transformer shortage. Who should I speak with?
The future is unknowable, but it’s not unimaginable. Luckily, we can phone a friend - in this case 15! - for a sneak peek into the future of what’s to come for climate tech in 2024 🌍🔮👇 ctvc.co/2024-climate-t… @shaylekann @ShanuMathew93 @schrep @BobMumgaard @AkshatRathi
This episode of @CatalystPod is so, so interesting, it made me extremely jealous. Turns out once a battery hits 100 hours of capacity, it opens up all kinds of new value streams & opportunities. canarymedia.com/podcasts/catal…
Congrats to @NitricityInc on the new investment from and partnership with @ChipotleTweets! fastcompany.com/90997543/chipo…
Check out the latest addition to my clean energy Lego collection: a @rondoenergy heat battery! Time to build! Learn more about Rondo's heat battery, which offers a low-cost way to decarbonize industrial heat: rondo.com/how-it-works Im proud to serve on Rondo's advisory board.
Jesse D. Jenkins @JesseJenkins
89K Followers 12K Following Macro-energy systems engineering, optimization, and policy. Prof. @EPrinceton (MAE) & @AndlingerCenter. Leads ZERO Lab. Co-host SHIFT KEY pod. More at link 👇Jigar Shah @JigarShahDC
63K Followers 1K Following husband, dad, #Team46, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy.Tim Latimer @TimMLatimer
24K Followers 3K Following all about the clean energy transition. developing next gen geothermal 🌋⚡️ as CEO at @FervoEnergy. Fellow: @activatefellows, @Energy_Leaders. Texan.Nicole Kelner @NicoleKelner
17K Followers 1K Following Just trying to be the Leslie Knope of climate. Making climate art 🎨 Author of Electrify Everything: The Clean Energy Coloring Book | https://t.co/KEa0mdpMgzBros For Decarbonizat.. @BrosForDecarb
12K Followers 656 Following Just a group of Bros who care about decarbonizing the global economy as fast, cheap and reliable as possible. #energytwitter [email protected]Nat Bullard @NatBullard
39K Followers 977 Following Deep decarbonization and the business of climate. @Halcyon, and priors @BloombergNEF, @climate, @VoyagerVC.Duncan S. Campbell @duncan__c
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54K Followers 7K Following Climate and clean energy investor. Author of 5 books. Energy & Environment co-chair @SingularityU. Trying to build a better world.Craig Lawrence @clawrence
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427 Followers 3K Following MS Global Studies International Relations Economics Consulting: politics, climate, sustainability, labor, migration, critical thought. Contributor to https://t.co/gId1f4boRD🇮🇳V43🚀✈️.. @P143143143v
37 Followers 4K Following I am not into any political, personal, global wars , conflicts with anyone ❤️❤️❤️❤️❤️❤️ Indian 🇮🇳fan of modiji 😊😊Matt Kaufman @mattkaufman41
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339 Followers 136 Following Building the future of autonomous electric airplanes. https://t.co/pd38hQ6IOXNoah Martin @nbm316
79 Followers 265 FollowingEnergy Enablers @EnergyEnablers
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303 Followers 1K Following Product Manager, Born & raised in Colombia, Currently enjoying life in BarcelonaFootForward @FootForward_us
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2K Followers 4K Following CompoSecure, Inc. (Nasdaq: CMPO) is a leader in metal payment cards, security, and authentication solutions.Natalie Unterstell @unatalie
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44 Followers 819 FollowingJohn Tavares @JohnTavNYC
56 Followers 69 FollowingNritya @nrittweets
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0 Followers 368 Followingmary_wancyzk @mary_wancyzk019
116 Followers 2K Following Congratulations you are among the lucky winners that will be receiving their $30,000 award today. I hope you appreciate this opportunity.LChamlin @Chamlin_L
18 Followers 81 FollowingQuico Toro @QuicoToro
2K Followers 1K Following In a saner world, Sean Twomey would be a household name.Jesse D. Jenkins @JesseJenkins
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63K Followers 1K Following husband, dad, #Team46, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy.Michael Liebreich @MLiebreich
67K Followers 374 Following Host @CleaningUpPod. CEO Liebreich Associates. Managing Partner Ecopragma Capital. Founder, Contributor @BloombergNEF. Ex Board TfL, Board of Trade. Olympian.Tim Latimer @TimMLatimer
24K Followers 3K Following all about the clean energy transition. developing next gen geothermal 🌋⚡️ as CEO at @FervoEnergy. Fellow: @activatefellows, @Energy_Leaders. Texan.Nicole Kelner @NicoleKelner
17K Followers 1K Following Just trying to be the Leslie Knope of climate. Making climate art 🎨 Author of Electrify Everything: The Clean Energy Coloring Book | https://t.co/KEa0mdpMgzBros For Decarbonizat.. @BrosForDecarb
12K Followers 656 Following Just a group of Bros who care about decarbonizing the global economy as fast, cheap and reliable as possible. #energytwitter [email protected]Nat Bullard @NatBullard
39K Followers 977 Following Deep decarbonization and the business of climate. @Halcyon, and priors @BloombergNEF, @climate, @VoyagerVC.Duncan S. Campbell @duncan__c
17K Followers 4K Following powering growth @scalemicrogrids and DER-pilling the youths @DER_Task_ForceJenny Chase @solar_chase
25K Followers 1K Following Solar analyst with BloombergNEF, goose keeper. Author of "Solar Power Finance Without the Jargon". Opinions here are all my own. She/her.Brian Bartholomew @BPBartholomew
11K Followers 2K Following Batteries, power markets, niche memes. Decarbonizing the grid @REVRenewables. Previously @BloombergNEF, @PrincetonInAsia, @Fulbright. Usual disclaimers.Ramez Naam @ramez
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19K Followers 132 Following Canary Media is an independent, nonprofit newsroom covering the transition to clean energy and solutions to the climate crisis.Michael E. Webber @MichaelEWebber
16K Followers 2K Following Author of https://t.co/x4vAbIWafH & Power Trip & Thirst 4 Power & https://t.co/Vf6vayPZxB | @UTAustin @WebberEnergy @energyimpact_ | Father, Husband | RT≠E, opinions my ownMatt Eggers 🇺🇸�.. @EggersMatt
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8K Followers 6K Following CEO @WeaveGrid: #energy + #EVs Fan of all scalable #climate solutions. @Opower, @BCG, @StanfordGSB, @RiceUniversity, @Energy_Leaders alum. @ForbesUnder30 & #TCKAkshat Rathi @AkshatRathi
38K Followers 997 Following - Senior reporter @climate - Newsletter https://t.co/S7yx1XDd99 - Pod https://t.co/GSEKKUmYV7 - Book https://t.co/PULmS1lXb9 - [email protected]Jason Burwen 🔋🔋.. @jburwen
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19K Followers 3K Following Senior Reporter for Energy and Commodities at Bloomberg News. Co-author of The World for Sale: https://t.co/EV8tueLP9vBrian Stelter @brianstelter
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526K Followers 897 Following Internal tech industry emails that surface in public records. 🔍SBF @SBF_FTX
998K Followers 2K FollowingLoved doing this. Thank you @shaylekann and thank you @CatalystPod for the chance to share.
The latest w/ @shaylekann: what are we going to do with all that carbon? Shayle talks to @CarbonWrangler about use cases for CO2 (fizzy water, concrete, etc.), the challenge of local opposition, who will pay for the green premium, and more. Listen now: latitudemedia.com/news/catalyst-…
It was great to talk to @shaylekann on Catalyst about rare earth elements’ role in the energy transition, supply chain, geopolitics and discuss magnet recycling. @CyclicMaterials #rareearths #circulareconomy #magnetrecycling
This week: @shaylekann talks to @A_Ghahreman, CEO and cofounder of @CyclicMaterials, a rare earth elements recycling company, all about REEs, the role of recycling, and building a supply chain in North America. Listen now: latitudemedia.com/news/catalyst-…
It was a pleasure to host @Sen_JoeManchin today in Weirton, WV and give a tour of the latest construction progress on Form Factory 1! Learn more about the Senator's visit and see the latest photos of the factory here: shorturl.at/dzCP8 #FormFactory1 #MadeInAmerica #YesWV
.@shaylekann nails it in latest @CatalystPod: "If the new load triggers need for new [peaking] capacity or network upgrade, the large customer should bear full cost, instead of spread to other ratepayers. You can imagine more of that cost burden being borne by the customer."
With proper price signals & incentives, data centers can & will be able to flex load during extreme, rare contingencies when grid is stressed (a few hrs/yr). And if not, they can pay for their own peaking capacity! That's how markets should work. See: cloud.google.com/blog/products/…
Good morning with good news: Drinks giant Diageo will replace natural gas-fired heat with Rondo Energy’s Heat Batteries at its plants in KY & IL. Heat Batteries have 95% annual capacity factor while operating on input power as low as 15% capacity factor. electrek.co/2024/03/25/you…
I am SO SO hyped for this - first commercial e-chem cement manufacturing - utterly changes the game on not just cement decarb pathways, but also industrial electrification use cases - huge congrats to the whole sublime team!!!
Thrilled to share that @ENERGY’s Office of Clean Energy Demonstrations selected Sublime's project to help decarbonize the cement sector, providing an $87 million investment for our first commercial manufacturing scale-up in Holyoke, Mass. Via @nytimes: nytimes.com/2024/03/25/cli…
Electrification+ heat batteries + whiskey + energy technology policy: four of my favorite things combined here! 🔌+🔥+🥃+🇺🇲 = 😎 diageo.com/en/news-and-me…
Stoked that I got the opportunity to be on one of the podcasts that I admire and learn from most. @CatalystPod @shaylekann and @DanielWoldorff invited me on the Catalyst podcast to discuss climate tech performance in the public markets! @_LatitudeMedia podcasts.apple.com/us/podcast/cli…
These topics are covered really well in this podcast as well @CatalystPod @shaylekann @DanielWoldorff latitudemedia.com/news/catalyst-…
I know #energytwitterbhas already spoken enough about @CatalystPod @shaylekann talking about transformer but if you still haven't listened to it, it's an absolute baller in understanding the most simple yet power product in the electricity value chain podcasts.google.com/feed/aHR0cHM6L…
Do you like toast? Cold drinks? WiFi? Electrical distribution transformers make all of these possible by enabling your home to use electricity. And as @shaylekann notes on this @CatalystPod episode, there’s a shortage. What do we do now? 🧵 open.spotify.com/episode/4cqatz…
If you're wondering what's REALLY going on with the electric vehicle transition in the United States, you can do no better than to listen to this podcast with my friends @shaylekann & @CoreyBCantor latitudemedia.com/news/catalyst-…
Catching up on the state of the Climate Tech venture world in 2023 with @CatalystPod with @shaylekann & @KimberlyZou latitudemedia.com/news/catalyst-…
Amazing discussion on the voluntary carbon market between @orbuch & @shaylekann. The premise of "what if we took our no BS talk about VCM over beers, but recorded a podcast episode instead" was perfect, & hits home for all of us working in the VCM.
The voluntary carbon market is a mess. In this episode, @shaylekann talks to Ryan Orbuch, partner at @lowercarbon. The market for higher-quality credits is growing, but @orbuch says the market still needs major reform. Listen 🎧👇 latitudemedia.com/news/catalyst-…
2023 was a preview of the future of carbon markets: high-quality, high price carbon removal purchases increased by more than 500% since 2021, while for the first time, purchases of low quality offsets declined. I went on @CatalystPod with @shaylekann to talk about what's next:
1/2 I love the @CatalystPod. Right before Christmas, David Yeh gave a masterclass on first-of-a-king (FOAK) financing hurdles & strategies. Strongly recommend all y'all listen to it.👇 Fantastic. canarymedia.com/podcasts/catal…
This episode of @CatalystPod is so, so interesting, it made me extremely jealous. Turns out once a battery hits 100 hours of capacity, it opens up all kinds of new value streams & opportunities. canarymedia.com/podcasts/catal…
Thermal energy storage devices, like those built by @rondoenergy & @antoraenergy, will be eligible for IRA's 45X manufacturing incentives. This is critical to accelerate decarbonization of industrial processes and expand US manufacturing capacity in this important sector.
The story of the battery belt and the resurgence in US mfg is tied to this credit, and the guidance clarifies and accelerates the work. Also, the inclusion of thermal batteries is a historic moment for the work of decarbonizing industrial heat. More to come soon!
Took six years of hustle and too many partners to thank to get Allied Climate Partners launched at this scale. So excited to see the tangible impact on the clean energy transition in the emerging economies: reuters.com/sustainability…