AMA: Fuel cells, geopolitics, and the solar growth curve

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About this episode

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episode. He discusses the year’s biggest stories, the trends that have surprised him the most, and his hot takes on the current energy landscape. Shayle dives into topics including: - The data center backlash and why it has become more bipartisan than he expected - The impacts of the war in Iran on global EV adoption, and how the rollback of U.S. tax credits has countered that momentum - Why fuel cell maker Bloom Energy is flourishing amidst the rush for behind-the-meter generation - Tariff…