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Shayle Kann

Shayle Kann

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Managing Partner (Frontier) at Energy Impact Partners; host of Catalyst podcast; former head of GTM Research

Solar Electricity Cost, Not Panel Price, Drives Value
Social•Mar 4, 2026

Solar Electricity Cost, Not Panel Price, Drives Value

This. It is the cost of solar electrons that matter, not the cost of solar panels. And those two costs do not always move in the same direction. Innovation needed (and coming) on form factor, system design and automation.

By Shayle Kann
Future Power Electronics Will Eliminate Legacy Equipment
Social•Feb 19, 2026

Future Power Electronics Will Eliminate Legacy Equipment

Listen up! Incredibly fun conversation with my friend @baglino of @heronpower on power electronics, from a history lesson to a tour of all the things we'll soon be able to delete in solar, BESS and data center power equipment https://t.co/Zm2MVanCS0

By Shayle Kann