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I want to do an episode of Catalyst w/ Shayle Kann on the electric transformer shortage. Who should I speak with?

Do not miss this TED Talk from Rondo Energy founder John O'Donnell. Heat batteries, y'all. The next big thing. youtube.com/embed/X6Wgd4v_…

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 S. Campbell ideas?

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 Shayle Kann & Corey Cantor🌙 latitudemedia.com/news/catalyst-…

Killer DAC overview by Torben Schreiter ⁦Extantia Capital⁩ medium.com/extantia-capit…

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…

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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 Catalyst w/ Shayle Kann with Shayle Kann 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

This, plus different electrolyzer designs have dramatically different associated EPC costs. Hence, industrial-scale, fully turnkey systems w/ high current density from Electric Hydrogen win on total installed cost every time

Alert: This line is going in the WRONG direction! From Michael Cembalest's latest energy note...

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-…

While developing the next generation of our iron-air batteries, our R&D team invented a new electrochemical process for making iron in a green, low-cost, and highly efficient manner. In this Canary Media article, Form's CEO Mateo Jaramillo shares more: canarymedia.com/articles/green…

1/ I wrote about how to start an advance market commitment, drawing largely on our experience starting Frontier: worksinprogress.co/issue/how-to-s…

If there's one thing you listen to this morning, make it Shayle Kann's interview with Drew Baglino, Tesla's recently-exited SVP of powertrain and energy. They dig into Tesla's master plan 3, the AI power boom, load shaping, transmission, and more. Listen: podcasts.apple.com/us/podcast/dre…

First time Catalyst w/ Shayle Kann has hit the top 5 among technology podcasts in the U.S. Rewarding to see! Take that, NPR ;)

Exciting news out of #BESummit24: Breakthrough Energy Catalyst and the European Investment Bank (EIB) just announced €75 Million of funding for Rondo Energy to develop industrial decarbonization projects across Europe.

We are pleased to share that Form Energy has been selected by the U.S. Department of Energy (U.S. Department of Energy) to deploy an 85 MW/8500 MWh multi-day battery system in Maine - the largest energy storage project by energy capacity announced yet in the world. As part of the Power Up New

There are so many biology-focused venture funds, but as far as I know, none that explicitly specialize in electrochemistry. Seems like a mistake.