Latest / Catalyst with Shayle Kann
More 2026 trends: Solar costs, oil oversupply, and the startup slump
We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization.
If you missed it, we recommend you go back and listen to Part 1, which was released last week.
In this episode, Shayle and Nat shift their focus from data centers to exploring other intriguing trends found in the data that Nat assembled—from the surprising resilience of clean energy stocks to the rising costs of solar installations in the US.
Shayle and Nat dig into more topics including:
Why the S&P Global Clean Energy…
The skinny
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