Catalyst w/ Shayle Kann Profile picture
Investor @shaylekann asks big questions about how to decarbonize the planet. A co-production of @PostScriptPods and @CanaryMediaInc. Subscribe everywhere.
Aug 31, 2023 7 tweets 3 min read
Here's the dream: Millions of EVs plugged into their charging docks, working in concert to relieve stress on the world’s power grids.

They reduce charging load, inject energy back onto the grid, and back up renewables when the wind doesn't blow or the sun doesn't shine. 🧵👇 That's the vision for managed charging, or V1G, and vehicle-to-grid, or V2G. There's also a third technology called vehicle-to-home that allows an EV battery to power a building, just like a home battery.

Collectively these technologies are called V2X.
Jun 1, 2022 7 tweets 4 min read
You're a rooftop solar salesperson. You're about to close a deal. And then you face that tricky moment when sales leads often drop off.

You ask the homeowner: Can you print off the last 12 PDFs of your power bills? 🧵 #EnergyTwitter DER providers like solar, electric water heaters, & batteries, need this kind of energy data to be the most valuable to consumers – and decarbonization broadly. But data has long been hidden away in countless hard-to-access documents and utility databases.
greentechmedia.com/articles/read/…
Apr 25, 2022 6 tweets 4 min read
Hey! Producer @DanielWoldorff here. So I knew that prices of #lithium, copper, nickel, etc. have been going up.

Major headlines have covered this. But I had no idea how wild some of these swings were. 🧵 #EnergyTwitter wsj.com/articles/the-s… Looking at you, #lithium. The price of one form of lithium skyrocketed by over 400% in 2021.

On @CatalystPod we talked to @kurtzhouse about what's behind a market that's going bonkers and what it means for the energy transition. spglobal.com/commodityinsig…