
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.
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. The show is a co-production of Post Script Media and Canary Media.
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On theCatalyst with Shayle Kannpodcast this week:
The good news: the U.S. has about 47 days’ worth of energy stored up for later use. The bad news? Virtually all of it is in the form of fossil fuels – coal, oil and natural gas. By comparison, if you add up all the energy stored in batteries, pumped hydropower and other zero-carbon storage, it adds up to just a few seconds’ worth.
This small scale of low-carbon energy storage is a big problem. We’re building out intermittent renewables fast, and we need enough energy storage to back up wind when turbines slow down and solar when the sun isn’t shining.Â
But there are technologies that could get us there. In this episode, Shayle talks to his colleague Andy Lubershane, who is a partner and head of research at Energy Impact Partners. Andy recently wrote a piece called Four ways to store sunlight, which compares lithium-ion batteries, heat storage, ion-air batteries, and hydrogen. Andy and Shayle cover topics like:
- The storage trifecta: short duration, diurnal, and multi-day seasonal
- Andy’s guess at how low the price of lithium-ion batteries could go
- Why we would use heat storage and hydrogen, despite their low round-trip efficiencies
- Why molten-salt heat storage didn’t take off
- High hopes for iron-air batteries’ low costs
- Blending hydrogen into gas turbines
- How all these technologies are competing against carbon capture and storage (CCS)
Recommended Resources:
- Andy Lubershane: Four ways to store sunlight
- Form Energy: Enabling a True 24/7 Carbon-Free Resource Portfolio for Great River Energy with Multi-Day Storage
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.

Show Transcripts
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
Part two of our conversation on the biggest trends in climatetech with Nat Bullard.
2023 trends: biomass, ESG, batteries and more
Part one of a conversation with Nat Bullard, who delivers us a monster slide deck on the biggest trends in climatetech.
Strong opinions on SMRs
New nuclear construction in the U.S. is facing challenges. Shayle talks to one nuclear tech CEO about what we can do about it.
What hydrogen leakage means for the climate
Leaked hydrogen may have more atmospheric warming potential than previously thought. Does that change how we should use hydrogen in the energy transition?
Mailbag episode! Biotech, layoffs, battery recycling and more
In this ‘ask me anything’ episode, Shayle answers the questions you sent in.
The journey to monetizing DERs
Customers are adopting DERs, but cumbersome rules are holding them back.