# Shayle’s “ask me anything” episode

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2022-05-12
- Length: 51m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode

## Summary

Shayle Kann, founder of Energy Impact Partners, and GreenBiz analyst Sarah Golden discuss the current state of climate tech, highlighting that solar costs are rising due to supply chain bottlenecks and trade disputes rather than declining. They identify interconnection queues, land availability, and grid infrastructure as critical bottlenecks to the energy transition, while exploring innovations in fertilizer production like Nitricity and Pivot Bio to address global supply crises. The conversation also contrasts the scaling potential of biofuels versus synthetic fuels for aviation, argues for the necessity of Direct Air Capture despite high electricity costs, and dismisses the notion that Bitcoin mining will derail decarbonization efforts.

## Chapters

- [0:02](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=2) Introduction: Shayle Kann and Sarah Golden
- [4:36](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=276) Solar Costs, Supply Chains, and Interconnection Bottlenecks
- [9:33](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=573) Critical Bottlenecks: Land, Grid Infrastructure, and Minerals
- [14:04](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=844) Fertilizer Crisis and Innovations: Nitricity, Pivot Bio, and Green Ammonia
- [18:25](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=1105) Biomass, Biofuels, and the Race Between Synthetic and Bio-based Fuels
- [28:07](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=1687) Policy-Resilient Tech, Government Procurement, and Learning Curves
- [35:31](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=2131) Direct Air Capture: Grid Dependency and Scaling Challenges
- [41:09](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=2469) Bitcoin Mining, Crypto, and the Future of Electricity Load
- [43:34](https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode#t=2614) Podcast Preparation, Biomass Obsession, and Sci-Fi Depictions

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Validation & product-market fit](https://hardwarepodcasts.com/topic/validation-and-product-market-fit)

## Most relevant to

early-stage companies

## Mentioned

- Energy Impact Partners (company)
- GreenBiz (company)
- Energy Hub (company)
- Bloom Energy (company)
- Arcadia (company)
- Advanced Energy Economy (company)
- Pivot Bio (company)
- Kula Bio (company)
- Anuvia (company)
- Nitricity (company)
- Charm Industrial (company)
- CF Industries (company)
- Kobold (company)
- Bitcoin (other)

## Related episodes from other shows

- [From Solar’s 90% Cost Crash to AI’s Energy Surge: The Economics Driving Climate Tech](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2025-09-16-from-solars-90-cost-crash-to-ais-energy-surge-the-economics-driving-climate-tech) (Hardware to Save a Planet)
- [EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch](https://hardwarepodcasts.com/podcast/the-circuit/2026-08-03-ep-186-mobile-bottlenecks-skyrocketing-ai-capex-and-the-compute-crunch) (The Circuit)
- [Episode 75: The AI Big $$$ Question](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-16-episode-75-the-ai-big-question) (The Circuit)
- [Ep 369: IR, E-Ink, and Avgas](https://hardwarepodcasts.com/podcast/hackaday-podcast/2026-05-08-ep-369-ir-e-ink-and-avgas) (Hackaday Podcast)
- [Good Energy Citizen](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-08-good-energy-citizen) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2022-05-12-shayles-ask-me-anything-episode. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.