Institutional Intelligence for Energy Transition

Precision insights to guide your regulatory and technical decisions

Access

Regulatory

Anticipate policy shifts before they happen

Navigate compliance with expert clarity

Stay ahead with proactive monitoring

Technical

Investment

Who We Are

Our Mission

Catalyst Capital's mission is to replace speculation with certainty. We empower venture capital, private equity, and infrastructure funds with a unique synthesis of regulatory foresight and technical truth—tracking policy shifts before they hit the headlines and stress-testing hardware claims before checks are written. By rigorously validating the technologies and timelines that underpin the new energy economy, we provide the institutional-grade intelligence required to deploy capital into critical infrastructure with absolute conviction.

Upcoming Releases:

The Catalyst Outlook 2026

"The Year of the Bottleneck"

The energy transition is no longer a question of capital—it is a question of constraints. In our inaugural annual report, The Catalyst Outlook 2026, we dissect the critical chokepoints that will define winners and losers in the year ahead.

Looking beyond the headlines, this deep-dive analysis synthesizes NRC licensing timelines, HALEU fuel supply chain realities, and grid interconnection limits to reveal where the true alpha lies. We separate the vaporware from the viable, offering a clear-eyed forecast for Nuclear SMR deployment, Solar-Plus-Storage economics, and the Advanced Hydropower renaissance.

Release Date: March 2026
Format: Institutional Briefing (PDF)

Reserve your copy to receive the engineering truth before the market prices it in.

Catalyst Capital Research is a specialized market intelligence firm built on the premise that energy infrastructure requires multidisciplinary rigor. We bridge the critical gaps in renewable energy investment through a unique combination of regulatory foresight, engineering validation, and market strategy.

Derrick Guardado | Chief Executive Officer

A multidisciplinary analyst at Pitzer College (Political Studies, Environmental Analysis, Economics), Derrick directs the firm’s research strategy and investment theses. He synthesizes complex regulatory data and technical inputs into actionable, high-conviction narratives for institutional capital allocators.

Dylan Mong | Chief Financial Officer

An Economics and Psychology major at Pitzer College, Dylan leads the firm’s financial modeling and valuation work. He translates complex infrastructure and energy theses into rigorous cash flow models and pricing frameworks, ensuring our research separates sustainable returns from overhyped narratives.

Fernando Castaneda | Chief Operating Officer

A Political Studies major at Pitzer College, Fernando serves as the firm’s operational backbone and regulatory architect. He manages Catalyst’s research pipeline and daily execution while continuing to lead the regulatory intelligence division—tracking NRC licensing, FERC dockets, and policy shifts to ensure our strategic roadmap remains grounded in legal reality.

Andrew Janigian | Head Research Analyst

A Human Biology major at Pitzer College with a background in chemistry and medicine, Andrew directs the firm’s material science and environmental impact analysis. He bridges the gap between biological risk and industrial deployment, evaluating battery chemistries, fuel cycle toxicity, and health-based regulatory hurdles to uncover hidden liabilities in energy infrastructure projects.

Marlon Hernandez | Lead Physics Analyst

A Physics major at Stanford University with a focus on reactor and grid systems, Marlon leads the firm’s core physics validation across nuclear, grid, and storage assets. He translates reactor neutronics, grid stability limits, and pumped‑storage thermodynamics into hard operating constraints for our models, ensuring every investment thesis is grounded in what energy systems can actually deliver in the real world.