Who We Are

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.

Fernando Castaneda | Chief Legal Officer
A Political Studies major at Pitzer College, Fernando leads the firm’s regulatory intelligence division. He specializes in tracking NRC licensing, FERC dockets, and state-level policy shifts to predict regulatory catalysts before they impact market valuations.

Edgar Rodriguez | Chief Technical Officer
An Engineering major at Harvey Mudd College, Edgar directs the firm’s technical validation and due diligence. He stress-tests hardware claims—from SMR thermodynamics to battery degradation—ensuring our research separates engineering reality from marketing vaporware.

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: January 2026
Format: Institutional Briefing (PDF)

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

Our Services

Precision insights tailored for energy sector leaders.

Regulatory Foresight

Anticipate policy shifts shaping energy markets.

Technical Validation

Rigorous analysis ensuring technology viability.

Crafting investment theses grounded in data.

Investment Thesis

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