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Clean Power 2030: Inside Mission Control with Chris Stark
19 mei 2026 · 56 min
Chris Stark is Head of UK’s Mission for Clean Power, As Head of Mission Control at DESNZ, no one sees the constraint costs, grid bottlenecks and reform of National Pricing trade-offs more clearly. Lees meer
The UK is building a clean power system at a pace not seen since the 1960s, connecting record volumes of wind and solar while transmission, storage and gas all reshape around them. Constraint costs have hit £1.7 billion, gas is being squeezed off the system, and the government has just rewritten the rules of the wholesale market.
Chris joins Ed Porter to break down what Mission Control is actually delivering, where flexibility and storage fit into the 2030 plan, and what Reformed National Pricing means for investors, generators and consumers.
They cover:
Why building UK transmission lines takes 8-10 years — and why bringing two projects forward by a year is worth £4bn to consumers.
Why the UK chose to build the grid and the generation simultaneously, and the risks that creates.
Why the strategic spatial energy plan is the biggest energy decision coming in the next 12 months and how it sets up a "build it once" network for the future.
The reform of National Pricing decision, what the wholesale CfD means in practice and how electricity is being de-linked from gas.
Why flexibility is the "forgotten third child" of the energy transition and how dunkelflaute, long-duration storage and household batteries fit into the 2030s system.
Chris's contrarian take on carbon pricing - why he thinks the Treasury's decision to remove the Carbon Price Support from gas signals carbon pricing is "coming down the list of things that matters.”
Want to model how Clean Power 2030, REMA and the wholesale CFD reshape GB power prices? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=chris_stark&utm_content=ko_signup
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⏱ CHAPTERS
00:00 - Introducti…
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Why Germany's Battery Storage Market Is Harder Than It Looks - Terralayr
12 mei 2026 · 42 min
Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet. Lees meer
Philipp Man is co-founder and CEO of Terralayr. He joins Ed Porter to unpack the operational reality of building Germany battery storage at scale, the regulatory tension around grid fees, and the contrarian view that Germany's flexibility market is structurally larger than most forecasts suggest.
They cover:
- Why operating Germany battery storage is harder than capital alone can solve.
- Why Germany's TSOs are positive on BESS, why DSOs are nervous and what regulators need to fix.
- What the Bundesnetzagentur grid-fee review means for the BESS exemption running to August 2029.
- How splitting merchant capacity across multiple optimisers outperforms single-optimiser tolls.
- Why flexibility revenues are convex, dominated by tail events, and structurally larger than forecasts predict.
Want to track Germany's battery storage pipeline, grid-fee changes, or flexibility market data? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=philipp_man&utm_content=ko_signup
Transcript available here:
⏱ CHAPTERS
00:00 Introduction
01:01 What everyone gets wrong about Germany battery storage
04:50 Inside Terralayr's 8 GW pipeline
07:00 German grid fees and the 2029 BESS exemption
11:00 Why DSOs are nervous about battery storage
14:30 Nodal pricing, FCAs and the one-price-zone problem
18:30 How layer's virtual battery auction works
24:30 Will Germany's BESS market saturate
35:30 Markets outside Germany — UK, Spain, Nordics
37:00 Advice for new entrants and the coming consolidation
40:30 Contrarian view: flexibility revenues are convex`
You can …
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Why Germany's Battery Storage Market Is Harder Than It Looks - Terralayr
12 mei 2026 · 42 min
Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet. Lees meer
Philipp Man is co-founder and CEO of Terralayr. He joins Ed Porter to unpack the operational reality of building Germany battery storage at scale, the regulatory tension around grid fees, and the contrarian view that Germany's flexibility market is structurally larger than most forecasts suggest.
They cover:
- Why operating Germany battery storage is harder than capital alone can solve.
- Why Germany's TSOs are positive on BESS, why DSOs are nervous and what regulators need to fix.
- What the Bundesnetzagentur grid-fee review means for the BESS exemption running to August 2029.
- How splitting merchant capacity across multiple optimisers outperforms single-optimiser tolls.
- Why flexibility revenues are convex, dominated by tail events, and structurally larger than forecasts predict.
Want to track Germany's battery storage pipeline, grid-fee changes, or flexibility market data? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=philipp_man&utm_content=ko_signup
Transcript available here:
⏱ CHAPTERS
00:00 Introduction
01:01 What everyone gets wrong about Germany battery storage
04:50 Inside Terralayr's 8 GW pipeline
07:00 German grid fees and the 2029 BESS exemption
11:00 Why DSOs are nervous about battery storage
14:30 Nodal pricing, FCAs and the one-price-zone problem
18:30 How layer's virtual battery auction works
24:30 Will Germany's BESS market saturate
35:30 Markets outside Germany — UK, Spain, Nordics
37:00 Advice for new entrants and the coming consolidation
40:30 Contrarian view: flexibility revenues are convex`
You can …
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How to Develop Battery Storage in Emerging Markets - Ion Ventures
5 mei 2026 · 34 min
Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits. Lees meer
Hassen Bali, co-founder and director at Ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia.
They cover:
- Why battery storage development demands a different approach to solar or wind and why you have to decide your commercial endpoint before you break ground, not after.
- How project conversion rates in the UK BESS market have dropped from 30–40% in the early days to roughly 10–15% today, and how that affects pipeline management and investor communications.
- Why early-stage BESS markets like Malaysia and the Philippines are still reliant on bilateral offtake and what that means for project bankability.
- Why FCA-regulated investors face hard legal barriers to project finance in sub-investment-grade countries and what that means for who can actually back early-stage BESS projects.
- Hassen's contrarian view: that reform of merit order and legacy thermal contracts is the most direct lever for accelerating energy transition globally even if it means unwinding agreements that investors consider bulletproof.
Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up here.
Transcript available here:
Chapters:
0:00 Introduction
0:53 What People Get Wrong About Developing Battery Storage Projects
2:41 BESS Project Development Pipeline: How to Manage Investors and Conversion Rates
5:58 Why Ion Ventures Expanded Into Southeast Asia
7:34 BESS Market Readiness in Malaysia, Philippines, Indonesia and Brunei
8:32 Replacing Coal and Diesel: What Southeast Asian Grids Look Like Today
11:35 BESS Projec…
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How to Develop Battery Storage in Emerging Markets - Ion Ventures
5 mei 2026 · 34 min
Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits. Lees meer
Hassen Bali, co-founder and director at Ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia.
They cover:
- Why battery storage development demands a different approach to solar or wind and why you have to decide your commercial endpoint before you break ground, not after.
- How project conversion rates in the UK BESS market have dropped from 30–40% in the early days to roughly 10–15% today, and how that affects pipeline management and investor communications.
- Why early-stage BESS markets like Malaysia and the Philippines are still reliant on bilateral offtake and what that means for project bankability.
- Why FCA-regulated investors face hard legal barriers to project finance in sub-investment-grade countries and what that means for who can actually back early-stage BESS projects.
- Hassen's contrarian view: that reform of merit order and legacy thermal contracts is the most direct lever for accelerating energy transition globally even if it means unwinding agreements that investors consider bulletproof.
Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up here.
Transcript available here:
Chapters:
0:00 Introduction
0:53 What People Get Wrong About Developing Battery Storage Projects
2:41 BESS Project Development Pipeline: How to Manage Investors and Conversion Rates
5:58 Why Ion Ventures Expanded Into Southeast Asia
7:34 BESS Market Readiness in Malaysi…
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Solar Saturation & Grid Collapse: Spain's BESS Opportunity - Modo Energy
28 april 2026 · 31 min
Spain has approximately 42GW of utility-scale solar and 50GW when rooftop is included, yet less than 100MW of grid-connected battery storage. In February, solar capture rates hit €1.30 per megawatt hour, a fraction of the €30–35/MWh needed for a solar project to break even. So why hasn't battery storage followed the solar boom and could it be the key to rescuing solar revenues? Lees meer
Pablo Martinez Serrano, Iberia Industry Lead at Modo Energy, joins Ed Porter to break down why Spain's energy market defies easy assumptions, and what the Iberian blackout changed.
They cover:
- Why Spain's hydro fleet masked the need for batteries for years, and why that's no longer enough as solar saturation bites.
- Why solar developers are earning less and less for every unit of power they generate and what that means for the projects still in the pipeline.
- The co-location thesis: why existing solar asset owners are turning to BESS to fix their generation profile and unlock ancillary service revenue
- What actually caused the Iberian blackout: voltage instability, cascading disconnections, and why the TSO had already flagged the risk
- Spain's new voltage control market: how it works, why priority of dispatch may be more valuable than the reactive service payment itself
Want to model battery revenue stacks in Spain or track Iberian power market dynamics? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast&utm_medium=podcast_apps&utm_id=pablo_martinez
⏱ CHAPTERS
00:00:00 Introduction
00:00:50 What everyone gets wrong about Spain
00:01:54 Spain's generation mix: solar, wind, hydro, gas and nuclear
00:04:43 Seasonal demand dynamics and why spring is the problem
00:06:03 Solar capture price collapse: €42 to below €30/MWh
00:08:19 PPA contracts, negative prices and the solar momentum problem
00:11:52 The co-location pivot: why developers are turning to storage
0…
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Solar Saturation & Grid Collapse: Spain's BESS Opportunity - Modo Energy
28 april 2026 · 31 min
Spain has approximately 42GW of utility-scale solar and 50GW when rooftop is included, yet less than 100MW of grid-connected battery storage. In February, solar capture rates hit €1.30 per megawatt hour, a fraction of the €30–35/MWh needed for a solar project to break even. So why hasn't battery storage followed the solar boom and could it be the key to rescuing solar revenues? Lees meer
Pablo Martinez Serrano, Iberia Industry Lead at Modo Energy, joins Ed Porter to break down why Spain's energy market defies easy assumptions, and what the Iberian blackout changed.
They cover:
- Why Spain's hydro fleet masked the need for batteries for years, and why that's no longer enough as solar saturation bites.
- Why solar developers are earning less and less for every unit of power they generate and what that means for the projects still in the pipeline.
- The co-location thesis: why existing solar asset owners are turning to BESS to fix their generation profile and unlock ancillary service revenue
- What actually caused the Iberian blackout: voltage instability, cascading disconnections, and why the TSO had already flagged the risk
- Spain's new voltage control market: how it works, why priority of dispatch may be more valuable than the reactive service payment itself
Want to model battery revenue stacks in Spain or track Iberian power market dynamics? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast&utm_medium=podcast_apps&utm_id=pablo_martinez
⏱ CHAPTERS
00:00:00 Introduction
00:00:50 What everyone gets wrong about Spain
00:01:54 Spain's generation mix: solar, wind, hydro, gas and nuclear
00:04:43 Seasonal demand dynamics and why spring is the problem
00:06:03 Solar capture price collapse: €42 to below €30/MWh
00:08:19 PPA contracts, negative prices and the solar momentum problem
00:11:52 The co-location pivot: why developers are turning to storage
0…
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The Behavioural Shift That Makes EV Flexibility Actually Work - Ohme
21 april 2026 · 36 min
Smart EV charging isn't just about saving money on your electricity bill, it's quietly becoming one of the most scalable sources of grid flexibility in Great Britain. Lees meer
Ohme has run the numbers: incentivising 22,000 customers to plug in more often drove a 32–37% increase in plug-in frequency, unlocking dispatchable flexibility across 60 National Grid events.
In this episode, Ed is joined by Joshua Willetts and Dan Norton from Ohme. Josh is part of Ohme's customer operations team and starts the conversation with a live demo of the Ohme Home Pro, and then Dan Ohme's Commercial Director takes us through a deep dive of the economics, regulation, and long-term potential of smart home charging.
They cover:
- How the Ohme Home Pro works, tethered setup, app pairing, tariff integration, and smart scheduling on Octopus Go and equivalent time-of-use tariffs.
- Why plugging in little and often (rather than running to empty and topping up) is the behavioural shift that unlocks real-world EV flexibility.
- The CrowdFlex trial results: how a 1–3 GBP/week incentive delivered a 32–37% rise in plug-in frequency and fed directly into National Grid dispatch events
- What smart charging regulation, including the Energy Smart Appliance (ESA) framework and load control licensing means for charger manufacturers and aggregators
- How V2G and vehicle-to-home could evolve once older EV fleets start cycling into second-hand markets, and what cultural shifts are needed first
Want to model EV flexibility potential in your market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=video&utm_id=ohme
Transcript available here: https://modoenergy.com/transmission-podcast/d2135750-c32a-49dd-a218-e3f69cfc48d7
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⏱ CHAPTERS
0:00 Intro — Ed Porter, Welcome to Transmission
1:04 Meet Joshua & the Ohme Home Pro…
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The Behavioural Shift That Makes EV Flexibility Actually Work - Ohme
21 april 2026 · 36 min
Smart EV charging isn't just about saving money on your electricity bill, it's quietly becoming one of the most scalable sources of grid flexibility in Great Britain. Lees meer
Ohme has run the numbers: incentivising 22,000 customers to plug in more often drove a 32–37% increase in plug-in frequency, unlocking dispatchable flexibility across 60 National Grid events.
In this episode, Ed is joined by Joshua Willetts and Dan Norton from Ohme. Josh is part of Ohme's customer operations team and starts the conversation with a live demo of the Ohme Home Pro, and then Dan Ohme's Commercial Director takes us through a deep dive of the economics, regulation, and long-term potential of smart home charging.
They cover:
- How the Ohme Home Pro works, tethered setup, app pairing, tariff integration, and smart scheduling on Octopus Go and equivalent time-of-use tariffs.
- Why plugging in little and often (rather than running to empty and topping up) is the behavioural shift that unlocks real-world EV flexibility.
- The CrowdFlex trial results: how a 1–3 GBP/week incentive delivered a 32–37% rise in plug-in frequency and fed directly into National Grid dispatch events
- What smart charging regulation, including the Energy Smart Appliance (ESA) framework and load control licensing means for charger manufacturers and aggregators
- How V2G and vehicle-to-home could evolve once older EV fleets start cycling into second-hand markets, and what cultural shifts are needed first
Want to model EV flexibility potential in your market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=video&utm_id=ohme
Transcript available here: https://modoenergy.com/transmission-podcast/d2135750-c32a-49dd-a218-e3f69cfc48d7
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⏱ CHAPTERS
0:00 Intro — Ed Porter, Welcome to Transmission
1:04 Meet Joshua & the Ohme Home Pro…
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What European Banks Need to Finance Battery Storage - ABN AMRO
14 april 2026 · 43 min
Battery storage looks simple - a steel box that charges when prices are low and discharges when they're high. But financing a BESS project in Europe means underwriting a trading position: convex revenues, volatile returns, and a growing menu of contractual choices that each shift the risk profile in a different direction. Lees meer
Lisa McDermott, Managing Director and Head of Energy Transition Project Financing at ABN AMRO, has been structuring BESS deals across Europe since 2023*. In this episode, she opens up the credit committee. What gets a project over the line, and what quietly stops it.
Covered:
- Why battery storage finance is fundamentally different from solar or wind and why contracting it away doesn't change the underlying risk when the contract ends.
- From physical tolls to day-ahead swaps, Lisa breaks down which offtake structures are gaining traction in Europe and why the day-ahead swap is the hardest to bank.
- Too much merchant exposure, insufficient sponsor equity, weak technical track record and why pushing too many levers at once is the fastest way to stop a deal.
- How battery warranties have evolved from 8 to 20 years and why coverage beyond the debt tenor is a bankability requirement, not a nice-to-have.
- Germany's grid fee reform has created financing uncertainty at COD, while the Netherlands' congestion model is, counter-intuitively, better for bankability.
Want to model battery revenue stacks or stress-test tolling structures for a specific market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=podcast&utm_id=lisa_mcdermott
Transcript available here: https://modoenergy.com/transmission-podcast/e2b12f17-f7b4-49d3-9d85-e4cc822695f6
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⏱ CHAPTERS
0:00 Introduction - Is financing battery storage the same as financing solar?
2:32 Why a battery is financing a trader, not an infrastr…
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What European Banks Need to Finance Battery Storage - ABN AMRO
14 april 2026 · 43 min
Battery storage looks simple - a steel box that charges when prices are low and discharges when they're high. But financing a BESS project in Europe means underwriting a trading position: convex revenues, volatile returns, and a growing menu of contractual choices that each shift the risk profile in a different direction. Lees meer
Lisa McDermott, Managing Director and Head of Energy Transition Project Financing at ABN AMRO, has been structuring BESS deals across Europe since 2023*. In this episode, she opens up the credit committee. What gets a project over the line, and what quietly stops it.
Covered:
- Why battery storage finance is fundamentally different from solar or wind and why contracting it away doesn't change the underlying risk when the contract ends.
- From physical tolls to day-ahead swaps, Lisa breaks down which offtake structures are gaining traction in Europe and why the day-ahead swap is the hardest to bank.
- Too much merchant exposure, insufficient sponsor equity, weak technical track record and why pushing too many levers at once is the fastest way to stop a deal.
- How battery warranties have evolved from 8 to 20 years and why coverage beyond the debt tenor is a bankability requirement, not a nice-to-have.
- Germany's grid fee reform has created financing uncertainty at COD, while the Netherlands' congestion model is, counter-intuitively, better for bankability.
Want to model battery revenue stacks or stress-test tolling structures for a specific market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=podcast&utm_id=lisa_mcdermott
Transcript available here: https://modoenergy.com/transmission-podcast/e2b12f17-f7b4-49d3-9d85-e4cc822695f6
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⏱ CHAPTERS
0:00 Introduction - Is financing battery storage the same as financing solar?
2:32 Why a battery is financing a trader, not an infrastr…
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Is the Battery Storage Gold Rush Really Over? - Enfinity Global
7 april 2026 · 35 min
The battery storage gold rush is over in most major markets. What's replaced it is more complex, more competitive, and if you're not careful with your contracts - potentially more exposed than the merchant era ever was. It is often thought that offtake deals like tolls de-risk a battery project, but that might be one of the biggest misconceptions in BESS right now. Lees meer
The market is maturing fast, but the players who thrive won't be the ones who got in first - they'll be the ones who understood the complexity earliest.
Sam Harden is Global Director at Enfinity Global, joins Ed to challenge conventional thinking on BESS contracts, market maturity, and what it actually takes to build and operate storage assets at scale.
They cover:
- Why BESS tolls redistribute risk rather than remove it and how availability penalties can cost you more than lost merchant revenue.
- The MACSE auction in Italy: what 15-year fixed-revenue contracts mean for asset owners, and why the incumbent utility won the majority of the first round.
- Whether the battery storage gold rush is truly over and why the market is maturing into an asset class, not saturating.
- How Enfinity Global is futureproofing project design for duration augmentation, grid-forming inverters, and services like inertia and voltage control.
- Why the biggest bottleneck to Europe's 50GW battery buildout isn't technology or capital - it's qualified people.
Want to track BESS revenues, tolling structures, and market dynamics across Europe and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=sam_harden
Transcript available here: https://modoenergy.com/transmission-podcast/3f4cebb7-8b40-4ffb-80dd-717002c5747d
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⏱ CHAPTERS
0:00 Introduction
0:50 Are tolls a silver bullet for BESS risk management?
5:15 Italy's MACSE auction explained
6:05…
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Is the Battery Storage Gold Rush Really Over? - Enfinity Global
7 april 2026 · 35 min
The battery storage gold rush is over in most major markets. What's replaced it is more complex, more competitive, and if you're not careful with your contracts - potentially more exposed than the merchant era ever was. It is often thought that offtake deals like tolls de-risk a battery project, but that might be one of the biggest misconceptions in BESS right now. Lees meer
The market is maturing fast, but the players who thrive won't be the ones who got in first -they'll be the ones who understood the complexity earliest.
Sam Harden is Global Director at Enfinity Global, joins Ed to challenge conventional thinking on BESS contracts, market maturity, and what it actually takes to build and operate storage assets at scale.
They cover:
- Why BESS tolls redistribute risk rather than remove it and how availability penalties can cost you more than lost merchant revenue.
- The MACSE auction in Italy: what 15-year fixed-revenue contracts mean for asset owners, and why the incumbent utility won the majority of the first round.
- Whether the battery storage gold rush is truly over and why the market is maturing into an asset class, not saturating.
- How Enfinity Global is futureproofing project design for duration augmentation, grid-forming inverters, and services like inertia and voltage control.
- Why the biggest bottleneck to Europe's 50GW battery buildout isn't technology or capital - it's qualified people.
Want to track BESS revenues, tolling structures, and market dynamics across Europe and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=sam_harden
Transcript available here: https://modoenergy.com/transmission-podcast/3f4cebb7-8b40-4ffb-80dd-717002c5747d
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⏱ CHAPTERS
0:00 Introduction
0:50 Are tolls a silver bullet for BESS risk management?
5:15 Italy's MACSE auction explained
6:05 …
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Why “Perfect” Battery Models Keep Failing in Reality - Harmony Energy
2 april 2026 · 33 min
Most BESS revenue forecasts aren't wrong, they're just being used for the wrong thing. The gap between a valuation-grade forecast and what a project actually earns in a live market is where BESS developers win or lose. The developers who survive that gap are the ones who design for uncertainty from the start - not after the fact. Lees meer
Recorded live at the Investing in Battery Energy Storage conference, Paul Mason, Chief Investment Officer of Harmony Energy, joins Ed Porter for a return appearance on Transmission.
They cover:
- Why treating a revenue forecast as a fixed cash flow is the most common mistake in BESS development.
- How the listed fund model enabled GB BESS to scale.
- Why splitting BESS revenues into ancillary, wholesale, and balancing mechanism streams is now a misleading framework.
- How Harmony selects new markets in France and Germany: renewable penetration, grid-first site selection, and why any business case dependent on high ancillary revenues is a losing strategy.
- What good optimizer relationships actually look like.
Got follow-up questions? Ask Ko, Modo Energy's AI analyst : https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=paul_mason
Watch on YouTube: https://youtu.be/a2--s956k-c
⏱ CHAPTERS
────────────────────────────────────────────────────────────
0:00 Introduction
1:16 What do BESS developers get wrong when building an IPP?
3:25 Why full EPC contracts — and why they still hired project managers
5:28 Duration strategy: the case for 2-hour batteries early
7:00 The full BESS lifecycle — develop, build, operate, sell
8:25 How Harmony raised capital through listed funds (and why it worked then)
10:45 Why listed fund capital flowed out and what came next
13:20 The Foresight asset sale: private vs. public valuation
15:08 New markets: what Harmony looks for in France, Germany and beyond
18:05 Market timing — should you enter early or wait for wholesale dynamics?
20:12 Grid connection across Europe…
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Why “Perfect” Battery Models Keep Failing in Reality - Harmony Energy
2 april 2026 · 33 min
Most BESS revenue forecasts aren't wrong, they're just being used for the wrong thing. The gap between a valuation-grade forecast and what a project actually earns in a live market is where BESS developers win or lose. The developers who survive that gap are the ones who design for uncertainty from the start - not after the fact. Lees meer
Recorded live at the Investing in Battery Energy Storage conference, Paul Mason, Chief Investment Officer of Harmony Energy, joins Ed Porter for a return appearance on Transmission.
They cover:
- Why treating a revenue forecast as a fixed cash flow is the most common mistake in BESS development.
- How the listed fund model enabled GB BESS to scale.
- Why splitting BESS revenues into ancillary, wholesale, and balancing mechanism streams is now a misleading framework.
- How Harmony selects new markets in France and Germany: renewable penetration, grid-first site selection, and why any business case dependent on high ancillary revenues is a losing strategy.
- What good optimizer relationships actually look like.
Got follow-up questions? Ask Ko, Modo Energy's AI analyst : https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=paul_mason
Watch on YouTube: https://youtu.be/a2--s956k-c
⏱ CHAPTERS
────────────────────────────────────────────────────────────
0:00 Introduction
1:16 What do BESS developers get wrong when building an IPP?
3:25 Why full EPC contracts — and why they still hired project managers
5:28 Duration strategy: the case for 2-hour batteries early
7:00 The full BESS lifecycle — develop, build, operate, sell
8:25 How Harmony raised capital through listed funds (and why it worked then)
10:45 Why listed fund capital flowed out and what came next
13:20 The Foresight asset sale: private vs. public valuation
15:08 New markets: what Harmony looks for in France, Germany and beyond
18:05 Market timing — should you enter early or wait for wholesale dynamics?
20:12 Grid connection across Europe…
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Africa's Battery Storage Opportunity - Energy Storage Africa
31 maart 2026 · 42 min
Battery storage in Africa is one of the most misunderstood opportunities in global energy. Only 8% of the continent’s hydro power has been tapped. In Malawi, just 14% of the population is connected to the grid. Africa needs to add an estimated 100 GW of capacity in the next decade and the fastest way is with renewables and storage. Michael Cupit develops BESS projects in Malawi and Kenya, and he’s spent years working inside the gap between how these markets look from the outside and how they actually operate on the ground. Lees meer
In this episode of Transmission, Ed Porter sits down with Michael to break down the real risk picture in Sub-Saharan Africa: why mid-to-high-teen IRRs are the reality, how 20-year capacity payment contracts compare to merchant BESS in Europe, and what it actually takes to get a project from bare earth to operational - a journey that took eight years in Malawi.
They cover:
The two biggest misconceptions about doing business in Africa
How South Africa, Malawi, and Kenya's grids differ and where batteries fit in each
The role of DFIs, MIGA guarantees, and multilateral risk wrappers in making projects bankable
China's declining role in African infrastructure and what's replacing it
The O&M challenge: building operational capability from scratch in frontier markets
Why winning the argument for renewables means making the commercial case - not just the climate one
Want to track battery storage capacity and market trends across Africa and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=michael_cupit
Subscribe on YouTube: https://www.youtube.com/@modoenergy
────────────────────────────
⏱ CHAPTERS
0:00 Introduction
1:08 The two biggest misconceptions about Africa
4:30 IRRs, risk and contracted vs merchant returns
8:00 Why Africa is skipping the fossil fuel grid model
9:40 South Africa: load shedding, rooftop solar and…
-
Africa's Battery Storage Opportunity - Energy Storage Africa
31 maart 2026 · 42 min
Battery storage in Africa is one of the most misunderstood opportunities in global energy. Only 8% of the continent’s hydro power has been tapped. In Malawi, just 14% of the population is connected to the grid. Africa needs to add an estimated 100 GW of capacity in the next decade and the fastest way is with renewables and storage. Michael Cupit develops BESS projects in Malawi and Kenya, and he’s spent years working inside the gap between how these markets look from the outside and how they actually operate on the ground. Lees meer
In this episode of Transmission, Ed Porter sits down with Michael to break down the real risk picture in Sub-Saharan Africa: why mid-to-high-teen IRRs are the reality, how 20-year capacity payment contracts compare to merchant BESS in Europe, and what it actually takes to get a project from bare earth to operational - a journey that took eight years in Malawi.
They cover:
The two biggest misconceptions about doing business in Africa
How South Africa, Malawi, and Kenya's grids differ and where batteries fit in each
The role of DFIs, MIGA guarantees, and multilateral risk wrappers in making projects bankable
China's declining role in African infrastructure and what's replacing it
The O&M challenge: building operational capability from scratch in frontier markets
Why winning the argument for renewables means making the commercial case - not just the climate one
Want to track battery storage capacity and market trends across Africa and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=michael_cupit
Subscribe on YouTube: https://www.youtube.com/@modoenergy
────────────────────────────
⏱ CHAPTERS
0:00 Introduction
1:08 The two biggest misconceptions about Africa
4:30 IRRs, risk and contracted vs merchant returns
8:00 Why Africa is skipping the fossil fuel grid model
9:40 South Africa: load shedding, rooftop solar and…
-
Biogas Could Power the Hardest Parts of Net Zero - Future Biogas
26 maart 2026 · 48 min
Biomethane currently supplies just 1% of UK gas demand. Could it reach 30% by 2050? Philipp Lukas, founder and CEO of Future Biogas, makes the case. Lees meer
The UK uses around 700 terawatt hours of gas every year. Even as electrification reduces that to 150–250 TWh by 2050, the gas that remains will be harder than ever to replace. Industrial heat, steel, glass, shipping, aviation.
Biomethane, produced from organic waste and agricultural byproducts through anaerobic digestion, could supply 50–60 TWh of that demand. That's roughly 10 times what the UK produces today.
In this episode of Transmission, Ed speaks with Philipp Lukas, CEO of Future Biogas. Philipp explains how the technology works, why the gas grid is the biggest battery in the country, and why turning it off would be a mistake.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.
Battery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=philipp_lukas
Watch on YouTube: https://youtu.be/Y1pWt2-cKi4
Chapters
0:00 Introduction — the gas grid as a clean energy asset
1:20 What everyone gets wrong about biogas
2:00 How anaerobic digestion works (the basics)
8:00 Ranking the top uses of biomethane
10:00 The price gap: natural gas vs. biomethane today
15:00 The future of the UK gas grid — 700 TWh to 200 TWh
18:00 How much could biomethane supply by 2050?
25:00 Why the gas grid won’t be switched off
29:00 Dunkelflaute and the case for backup gas
33:00 Feedstocks: sewage, food waste, animal manure, energy crops
37:00 Biogas vs. ethanol: land use and the rotation argument
40:00 How biogas plants actually work (reliability, engineering)
43:00 The subsidy journey and the obligation model
…
-
Biogas Could Power the Hardest Parts of Net Zero - Future Biogas
26 maart 2026 · 48 min
Biomethane currently supplies just 1% of UK gas demand. Could it reach 30% by 2050? Philipp Lukas, founder and CEO of Future Biogas, makes the case. Lees meer
The UK uses around 700 terawatt hours of gas every year. Even as electrification reduces that to 150–250 TWh by 2050, the gas that remains will be harder than ever to replace. Industrial heat, steel, glass, shipping, aviation.
Biomethane, produced from organic waste and agricultural byproducts through anaerobic digestion, could supply 50–60 TWh of that demand. That's roughly 10 times what the UK produces today.
In this episode of Transmission, Ed speaks with Philipp Lukas, CEO of Future Biogas. Philipp explains how the technology works, why the gas grid is the biggest battery in the country, and why turning it off would be a mistake.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.
Battery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=philipp_lukas
Watch on YouTube: https://youtu.be/Y1pWt2-cKi4
Chapters
0:00 Introduction — the gas grid as a clean energy asset
1:20 What everyone gets wrong about biogas
2:00 How anaerobic digestion works (the basics)
8:00 Ranking the top uses of biomethane
10:00 The price gap: natural gas vs. biomethane today
15:00 The future of the UK gas grid — 700 TWh to 200 TWh
18:00 How much could biomethane supply by 2050?
25:00 Why the gas grid won’t be switched off
29:00 Dunkelflaute and the case for backup gas
33:00 Feedstocks: sewage, food waste, animal manure, energy crops
37:00 Biogas vs. ethanol: land use and the rotation argument
40:00 How biogas plants actually work (reliability, engineering)
43:00 The subsidy journey and the obligation model
… -
How to Cut Clean Energy Development Time in Half - Paces
24 maart 2026 · 45 min
Eight in ten clean energy projects never make it through development. Not because of bad ideas, but because of how the process is run: sequential, analog, and fragmented across consultants, spreadsheets, and months of waiting. Lees meer
In this episode of Transmission, Alejandro speaks with Stuart Pomeroy from Paces .Stuart breaks down exactly why the traditional development model fails, what a parallel workflow looks like in practice, and how compressing land, environmental, interconnection, and permitting work into a single ecosystem can cut development timelines by more than half.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Battery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-up
For more information on Paces,
Head to their website → https://www.paces.com/
LinkedIn: https://www.linkedin.com/company/pacesai/
Reach Stuart at sales@paces.com
0:00 Introduction: the hidden cost of delay in clean energy
3:18 How clients use Paces day-to-day
4:29 The data model: land, zoning, and interconnection layers
5:25 The old sequential development model
7:30 Cutting development time by 50%+
9:02 Does Paces replace environmental consultants?
11:05 Cost savings and pipeline conversion metrics
13:47 Assessing permitting risk and policy uncertainty
15:42 The Permitting Predictor tool
17:17 Predicting landowner behaviour
18:37 Hottest US regions for development activity
27:42 Community sentiment and opposition risk
31:22 Off-grid development and on-site generation
34:10 Cost, complexity, and time: the off-grid advantage
36:40 LMP data suite and revenue signals
37:40 Getting projects bankable: track record and case studies
39:31 What Paces are building next
41:23 Contrarian takes: off-grid and permit…
-
How to Cut Clean Energy Development Time in Half - Paces
24 maart 2026 · 45 min
Eight in ten clean energy projects never make it through development. Not because of bad ideas, but because of how the process is run: sequential, analog, and fragmented across consultants, spreadsheets, and months of waiting. Lees meer
In this episode of Transmission, Alejandro speaks with Stuart Pomeroy from Paces .Stuart breaks down exactly why the traditional development model fails, what a parallel workflow looks like in practice, and how compressing land, environmental, interconnection, and permitting work into a single ecosystem can cut development timelines by more than half.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Battery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-up
For more information on Paces,
Head to their website → https://www.paces.com/
LinkedIn: https://www.linkedin.com/company/pacesai/
Reach Stuart at sales@paces.com
0:00 Introduction: the hidden cost of delay in clean energy
3:18 How clients use Paces day-to-day
4:29 The data model: land, zoning, and interconnection layers
5:25 The old sequential development model
7:30 Cutting development time by 50%+
9:02 Does Paces replace environmental consultants?
11:05 Cost savings and pipeline conversion metrics
13:47 Assessing permitting risk and policy uncertainty
15:42 The Permitting Predictor tool
17:17 Predicting landowner behaviour
18:37 Hottest US regions for development activity
27:42 Community sentiment and opposition risk
31:22 Off-grid development and on-site generation
34:10 Cost, complexity, and time: the off-grid advantage
36:40 LMP data suite and revenue signals
37:40 Getting projects bankable: track record and case studies
39:31 What Paces are building next
41:23 Contrarian takes: off-grid and permit…
-
Tax Insurance for Clean Energy Projects - Alliant Insurance Services
19 maart 2026 · 23 min
Tax insurance helps clean energy projects manage the risk of the IRS challenging their tax credits - like the Investment Tax Credit (ITC), Production Tax Credit (PTC), or bonus depreciation. Instead of carrying that uncertainty, developers and investors can transfer it to insurers, adding confidence to project financing. Lees meer
In this episode, Alejandro speaks with James Chenoweth Managing Director at Alliant Insurance Services, about how the market works and who’s using it. They also touch on the key areas of risk today, such as whether projects properly qualify for credits, potential recapture issues, and structuring above the project level, along with ongoing uncertainty around foreign ownership rules (FEOC), which are still awaiting clearer IRS guidance.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
00:00:00 Introduction
00:03:48 What is tax insurance?
00:05:19 Who needs it and why?
00:06:18 Is a project insurable?
00:07:05 Insurable risk examples
00:07:51 Which technologies lead demand?
00:08:43 FEOC rules explained
00:09:56 How tax insurance is priced
00:10:57 Where it sits in the finance stack
00:13:49 Who benefits from risk transfer?
00:14:01 Impact on project returns
00:14:32 The next big insurable wedge
00:15:13 Why Texas leads the sector
00:15:57 Houston: oil & gas to renewables
00:17:14 War stories from the boom years
00:18:32 Advice for developers
00:19:07 Alliant's large-scale capabilities
00:21:00 Contrarian take: tax policy is stabilising
-
Tax Insurance for Clean Energy Projects - Alliant Insurance Services
19 maart 2026 · 23 min
Tax insurance helps clean energy projects manage the risk of the IRS challenging their tax credits - like the Investment Tax Credit (ITC), Production Tax Credit (PTC), or bonus depreciation. Instead of carrying that uncertainty, developers and investors can transfer it to insurers, adding confidence to project financing. Lees meer
In this episode, Alejandro speaks with James Chenoweth Managing Director at Alliant Insurance Services, about how the market works and who’s using it. They also touch on the key areas of risk today, such as whether projects properly qualify for credits, potential recapture issues, and structuring above the project level, along with ongoing uncertainty around foreign ownership rules (FEOC), which are still awaiting clearer IRS guidance.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
00:00:00 Introduction
00:03:48 What is tax insurance?
00:05:19 Who needs it and why?
00:06:18 Is a project insurable?
00:07:05 Insurable risk examples
00:07:51 Which technologies lead demand?
00:08:43 FEOC rules explained
00:09:56 How tax insurance is priced
00:10:57 Where it sits in the finance stack
00:13:49 Who benefits from risk transfer?
00:14:01 Impact on project returns
00:14:32 The next big insurable wedge
00:15:13 Why Texas leads the sector
00:15:57 Houston: oil & gas to renewables
00:17:14 War stories from the boom years
00:18:32 Advice for developers
00:19:07 Alliant's large-scale capabilities
00:21:00 Contrarian take: tax policy is stabilising
https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=james_chenoweth
-
Inside the 20GW Pipeline Shaping U.S. Renewable Energy - Engie North America
17 maart 2026 · 34 min
How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO. Lees meer
In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.
They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Chapters:
0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge
4:01 Capital allocation and key technologies in focus
5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO
6:04 What makes each market unique
9:27 BESS + solar development: from site to FID
11:00 Risk assessment and project showstoppers
12:32 Network upgrades and interconnection queue dynamics
14:49 Raising and lowering the investment bar across markets
18:01 Where Engie captures the most value: development vs. construction vs. operations
18:59 The capital recycling model — Engie's 2.7GW SES deal explained
20:20 How grid-scale batteries operate day to day
21:45 BESS revenue decline: ancillar…
-
Inside the 20GW Pipeline Shaping U.S. Renewable Energy - Engie North America
17 maart 2026 · 34 min
How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO. Lees meer
In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.
They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Chapters:
0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge
4:01 Capital allocation and key technologies in focus
5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO
6:04 What makes each market unique
9:27 BESS + solar development: from site to FID
11:00 Risk assessment and project showstoppers
12:32 Network upgrades and interconnection queue dynamics
14:49 Raising and lowering the investment bar across markets
18:01 Where Engie captures the most value: development vs. construction vs. operations
18:59 The capital recycling model — Engie's 2.7GW SES deal explained
20:20 How grid-scale batteries operate day to day
21:45 BESS revenue decline: ancillar…
-
What Makes a BESS Project Bankable in Germany? - NORD/LB
12 maart 2026 · 44 min
The money for German battery storage exists. What's scarce is bankability - the clarity that lets a lender actually commit. What are banks really evaluating when they look at BESS projects in Germany and why regulatory uncertainty, grid connection risk, and the structure of offtake agreements can make or break the chances of getting debt across the line. Lees meer
In this conversation, Ed is joined by Florian Hock, Senior Director, Origination Energy Europe at NORD/LB to explore what separates a financeable BESS project from one that stalls.
If you're developing, financing, or investing in battery storage in Germany or watching the market, this is the episode to understand what the financing layer actually looks like from the inside.
0:00 Introduction
0:57 Banks as advisors, not ATMs
2:50 Financial & regulatory hurdles
7:46 Defining bankability
9:01 Regulatory risks to revenues
10:25 Tolling contracts & capacity markets
16:37 The grid fees debate
19:03 Offtake 1.0 to 4.0
22:49 Germany vs UK valuations
25:10 Navigating ancillary saturation
27:49 The bankability framework
33:33 Beyond capital: NIBC's role
36:53 Grid connection delays
38:14 Flexible connection agreements
39:56 Lessons from the UK
43:31 One change for Europe
#BatteryStorage #EnergyFinance #GermanEnergyMarket #BESS #EnergyTransition
-
What Makes a BESS Project Bankable in Germany? - NORD/LB
12 maart 2026 · 44 min
The money for German battery storage exists. What's scarce is bankability - the clarity that lets a lender actually commit. What are banks really evaluating when they look at BESS projects in Germany and why regulatory uncertainty, grid connection risk, and the structure of offtake agreements can make or break the chances of getting debt across the line. Lees meer
In this conversation, Ed is joined by Florian Hock, Senior Director, Origination Energy Europe at NORD/LB to explore what separates a financeable BESS project from one that stalls.
If you're developing, financing, or investing in battery storage in Germany or watching the market, this is the episode to understand what the financing layer actually looks like from the inside.
0:00 Introduction
0:57 Banks as advisors, not ATMs
2:50 Financial & regulatory hurdles
7:46 Defining bankability
9:01 Regulatory risks to revenues
10:25 Tolling contracts & capacity markets
16:37 The grid fees debate
19:03 Offtake 1.0 to 4.0
22:49 Germany vs UK valuations
25:10 Navigating ancillary saturation
27:49 The bankability framework
33:33 Beyond capital: NIBC's role
36:53 Grid connection delays
38:14 Flexible connection agreements
39:56 Lessons from the UK
43:31 One change for Europe
#BatteryStorage #EnergyFinance #GermanEnergyMarket #BESS #EnergyTransition
-
Speed to Power vs Net Zero: The Data Center Dilemma - Clarke Energy
10 maart 2026 · 29 min
The AI boom has created an energy problem no one quite planned for. Every new data center needs power now - not in three years when the grid connection finally arrives. Developers are skipping the queue, installing on-site generation at a scale that would have seemed extraordinary five years ago. Lees meer
But speed to power isn't the only pressure. Data center operators are also staring down net zero commitments, sustainability departments that want decarbonisation, and an energy trilemma of cost, carbon, and resilience.
In this episode Alejandro is joined by Alex Marshall, Group Business Development and Marketing Director at Clarke Energy. Alex explains why gas engines have become the bridging technology of choice for hyperscale data centers, what a 450 MW peaking station outside London actually looks like, and whether the engineering department and the sustainability team will ever agree.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Chapters
- 0:00 — Introduction
- 1:44 — Guest intro: Alex Marshall & Clarke Energy
- 3:30 — Data centers and the shift to self-generation
- 5:00 — The inflection point: Ireland to the US
- 7:00 — Biggest project: 450 MW peaking station, London
- 7:45 — Gas engines vs batteries: what fills the dunkelflaute gap
- 9:00 — What US data centers actually buy
- 10:20 — The net zero pathway for gas engines
- 14:00 — Speed to power vs cost savings
- 17:00 — Europe vs US: sustainability and energy culture
- 18:00 — 45Y production tax credit: what's at stake
- 22:10 — Clarke Energy's business model
- 22:40 — Project highlights: Ireland, Indiana, Niger…
-
Speed to Power vs Net Zero: The Data Center Dilemma - Clarke Energy
10 maart 2026 · 29 min
The AI boom has created an energy problem no one quite planned for. Every new data center needs power now - not in three years when the grid connection finally arrives. Developers are skipping the queue, installing on-site generation at a scale that would have seemed extraordinary five years ago. Lees meer
But speed to power isn't the only pressure. Data center operators are also staring down net zero commitments, sustainability departments that want decarbonisation, and an energy trilemma of cost, carbon, and resilience.
In this episode Alejandro is joined by Alex Marshall, Group Business Development and Marketing Director at Clarke Energy. Alex explains why gas engines have become the bridging technology of choice for hyperscale data centers, what a 450 MW peaking station outside London actually looks like, and whether the engineering department and the sustainability team will ever agree.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Chapters
- 0:00 — Introduction
- 1:44 — Guest intro: Alex Marshall & Clarke Energy
- 3:30 — Data centers and the shift to self-generation
- 5:00 — The inflection point: Ireland to the US
- 7:00 — Biggest project: 450 MW peaking station, London
- 7:45 — Gas engines vs batteries: what fills the dunkelflaute gap
- 9:00 — What US data centers actually buy
- 10:20 — The net zero pathway for gas engines
- 14:00 — Speed to power vs cost savings
- 17:00 — Europe vs US: sustainability and energy culture
- 18:00 — 45Y production tax credit: what's at stake
- 22:10 — Clarke Energy's business model
- 22:40 — Project highlights: Ireland, Indiana, Niger…
-
The Rise of Big Batteries in Australia's Energy Markets - Neoen
4 maart 2026 · 52 min
Australia has built one of the world's most competitive battery storage markets — and it got there faster than almost anywhere else on the planet. What started as an experiment in South Australia in 2017 has grown into a mature, multi-gigawatt industry that is now redefining what grid-scale batteries can do. Lees meer
In this episode of Transmission, host Wendel Hortop sits down with Jérémie Yvon, Head of Energy Management at Neoen Australia, to explore how one of the country's largest renewable energy companies is navigating the rapidly evolving battery landscape across both the National Electricity Market (NEM) and the Western Australian Electricity Market (WEM).
They cover the maturation of the Australian battery market, how Neoen structures battery revenue across two very different market designs, the rise of virtual batteries and firm renewable PPAs, long-duration storage investment, and why Jérémie believes battery oversupply is a credible - and under appreciated - risk.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Wendel Hortop - Head of Australia
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:
https://bit.ly/TheWeeklyDispatch
Chapters
0:00 Introduction — the hospital generator analogy
1:45 Guest intro: Jérémie Yvon and Neoen Australia
4:30 NEM vs WEM: how battery economics differ
8:30 Hornsdale: from proof of concept to system services
11:30 NEM design — volatility and five-minute trading
14:00 WEM design — capacity market mechanics
17:00 Revenue compression in ancillary services
20:30 How Neoen builds optimisation capabilities in-house
23:00 Battery + wind firming: delivering baseload renewables
25:30 Virtual battery products explained
29:00 Risk management for firm products
32:0…
-
The Rise of Big Batteries in Australia's Energy Markets - Neoen
4 maart 2026 · 52 min
Australia has built one of the world's most competitive battery storage markets — and it got there faster than almost anywhere else on the planet. What started as an experiment in South Australia in 2017 has grown into a mature, multi-gigawatt industry that is now redefining what grid-scale batteries can do. Lees meer
In this episode of Transmission, host Wendel Hortop sits down with Jérémie Yvon, Head of Energy Management at Neoen Australia, to explore how one of the country's largest renewable energy companies is navigating the rapidly evolving battery landscape across both the National Electricity Market (NEM) and the Western Australian Electricity Market (WEM).
They cover the maturation of the Australian battery market, how Neoen structures battery revenue across two very different market designs, the rise of virtual batteries and firm renewable PPAs, long-duration storage investment, and why Jérémie believes battery oversupply is a credible - and under appreciated - risk.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Wendel Hortop - Head of Australia
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:
https://bit.ly/TheWeeklyDispatch
Chapters
0:00 Introduction — the hospital generator analogy
1:45 Guest intro: Jérémie Yvon and Neoen Australia
4:30 NEM vs WEM: how battery economics differ
8:30 Hornsdale: from proof of concept to system services
11:30 NEM design — volatility and five-minute trading
14:00 WEM design — capacity market mechanics
17:00 Revenue compression in ancillary services
20:30 How Neoen builds optimisation capabilities in-house
23:00 Battery + wind firming: delivering baseload renewables
25:30 Virtual battery products explained
29:00 Risk management for firm products
32:0…
-
Is Geothermal The Next Evolution In Energy Storage? - Sage Geosystems
3 maart 2026 · 43 min
The energy grid needs reliable, carbon-free power around the clock and geothermal might be the most underestimated solution on the table. A century of oil and gas expertise is now being repurposed to unlock heat sitting beneath our feet almost anywhere on Earth, and in doing so, it's also unlocking a new form of long-duration energy storage that requires no mountain, no reservoir, and no battery chemistry. Lees meer
In this episode, host Alejandro Diego sits down with Cindy Taff, CEO of Sage Geo Systems. Together they explore how Sage is moving beyond the geological constraints of conventional geothermal, what it takes to engineer a reservoir from scratch, how their underground pressure storage system works like an inverted pumped hydro plant, and why companies like Meta and the US Department of Defense are already signing on.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:
https://bit.ly/TheWeeklyDispatch
Chapters:
00:00 Next-gen geothermal intro
01:49 Cindy Taff background
04:51 Geothermal opportunity
07:19 Conventional geothermal limits
08:39 How geothermal works
10:38 Geothermal grid baseload
11:44 US heat resource map
13:13 Oil and gas drilling tech
16:50 Discovering underground storage
17:21 Earth Store technology
18:07 Storage capacity explained
19:35 Fast dispatch no degradation
21:42 Pelton turbine explained
23:47 Why viable now
25:30 Energy storage business model
27:12 Target customers
28:27 Development obstacles
29:52 Permitting process
31:36 Meta 150MW deal
33:41 5.5 terawatt potential
36:17 Grid transformation impact
37:49 What drives Cindy
39:16 Direct heating use case
40:30 Sage 2…
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Is Geothermal The Next Evolution In Energy Storage? - Sage Geosystems
3 maart 2026 · 43 min
The energy grid needs reliable, carbon-free power around the clock and geothermal might be the most underestimated solution on the table. A century of oil and gas expertise is now being repurposed to unlock heat sitting beneath our feet almost anywhere on Earth, and in doing so, it's also unlocking a new form of long-duration energy storage that requires no mountain, no reservoir, and no battery chemistry. Lees meer
In this episode, host Alejandro Diego sits down with Cindy Taff, CEO of Sage Geo Systems. Together they explore how Sage is moving beyond the geological constraints of conventional geothermal, what it takes to engineer a reservoir from scratch, how their underground pressure storage system works like an inverted pumped hydro plant, and why companies like Meta and the US Department of Defense are already signing on.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market Analyst
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:
https://bit.ly/TheWeeklyDispatch
Chapters:
00:00 Next-gen geothermal intro
01:49 Cindy Taff background
04:51 Geothermal opportunity
07:19 Conventional geothermal limits
08:39 How geothermal works
10:38 Geothermal grid baseload
11:44 US heat resource map
13:13 Oil and gas drilling tech
16:50 Discovering underground storage
17:21 Earth Store technology
18:07 Storage capacity explained
19:35 Fast dispatch no degradation
21:42 Pelton turbine explained
23:47 Why viable now
25:30 Energy storage business model
27:12 Target customers
28:27 Development obstacles
29:52 Permitting process
31:36 Meta 150MW deal
33:41 5.5 terawatt potential
36:17 Grid transformation impact
37:49 What drives Cindy
39:16 Direct heating use case
40:30 Sage 2…
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From 50 to 500MW: How to Manage Mega-Projects - EDF
26 februari 2026 · 41 min
How a battery gets optimised, from the moment a contract is signed to the millisecond a trade is placed, is still a black box for most people in the industry. Understanding that process is the difference between leaving money on the table and extracting maximum value from every asset. Lees meer
In this episode of Transmission, Ed Porter is joined by Fabrizio Fenu, Head of Business Development at EDF UK. They pull back the curtain on how battery optimisation actually works at scale: how assets are treated fairly across a large portfolio, why merchant, floor and tolling contracts suit different investors, what role AI and algorithms play on a live trading desk, and why co-located solar and battery projects are harder to finance than they look.
Chapters
00:00 Intro: Optimising 5GW
01:18 EDF's Battery Business
01:47 5GW Portfolio Scale
02:25 From 50kW to Commercial
04:44 Inside the Trading Floor
06:22 Winning Big Battery Contracts
08:01 Debt and Revenue Certainty
09:21 Merchant vs Floor vs Toll
11:05 Optimiser Market Consolidation
13:39 AI in Energy Trading
16:10 Energy Careers Advice
17:57 Fair Asset Treatment
19:25 Day-Ahead and Ancillary Markets
22:45 Enduring Auction Capability Explained
25:51 Intraday Pricing and Indexing
28:37 Perfect Battery Asset Quickfire
31:45 Co-location Solar and Battery
35:12 Battery Retrofitting Explained
36:21 Connection Reform and Scale
37:37 Simplify the Energy Industry
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From 50 to 500MW: How to Manage Mega-Projects - EDF
26 februari 2026 · 41 min
How a battery gets optimised, from the moment a contract is signed to the millisecond a trade is placed, is still a black box for most people in the industry. Understanding that process is the difference between leaving money on the table and extracting maximum value from every asset. Lees meer
In this episode of Transmission, Ed Porter is joined by Fabrizio Fenu, Head of Business Development at EDF UK. They pull back the curtain on how battery optimisation actually works at scale: how assets are treated fairly across a large portfolio, why merchant, floor and tolling contracts suit different investors, what role AI and algorithms play on a live trading desk, and why co-located solar and battery projects are harder to finance than they look.
Chapters
00:00 Intro: Optimising 5GW
01:18 EDF's Battery Business
01:47 5GW Portfolio Scale
02:25 From 50kW to Commercial
04:44 Inside the Trading Floor
06:22 Winning Big Battery Contracts
08:01 Debt and Revenue Certainty
09:21 Merchant vs Floor vs Toll
11:05 Optimiser Market Consolidation
13:39 AI in Energy Trading
16:10 Energy Careers Advice
17:57 Fair Asset Treatment
19:25 Day-Ahead and Ancillary Markets
22:45 Enduring Auction Capability Explained
25:51 Intraday Pricing and Indexing
28:37 Perfect Battery Asset Quickfire
31:45 Co-location Solar and Battery
35:12 Battery Retrofitting Explained
36:21 Connection Reform and Scale
37:37 Simplify the Energy Industry
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How Quantum Sensors Could Transform Nuclear Power - EPRI
24 februari 2026 · 55 min
The energy grid fails in silence, long before the lights go out. The real problem is that most of the infrastructure keeping the grid alive is inspected too slowly, too infrequently, and with sensors that drift. We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from simply seeing existing assets more clearly. Quantum sensing promises exactly that, and it is closer to deployment than most people realise. Lees meer
In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation, Quantum Technologies, and International Engagement at the Electric Power Research Institute (EPRI), to explore how quantum sensing technology could transform grid reliability, reduce costly downtime at nuclear plants, and reshape how we think about energy security, from US utilities to communities in sub-Saharan Africa.
Chapters
00:00 Seeing Problems Early
01:53 EPRI's Mission
03:34 Into Nuclear Innovation
06:27 Quantum Technologies Overview
09:15 How Quantum Sensors Work
12:33 No-Drift Sensing Advantage
15:34 Real World Applications
22:21 Cutting Nuclear Downtime
25:20 Utility Pilot Programs
26:15 Quantum Meets AI
32:29 Key Stakeholders for Quantum
35:37 Nuclear in a Renewable Grid
41:43 Modern Reactor Safety
46:43 G20 Nuclear Summit
48:43 Energy Access in Africa
53:22 Contrarian Energy Take
#Nuclear #QuantumTechnology #EnergyTransition #CleanEnergy #FutureOfEnergy
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How Quantum Sensors Could Transform Nuclear Power - EPRI
24 februari 2026 · 55 min
The energy grid fails in silence, long before the lights go out. The real problem is that most of the infrastructure keeping the grid alive is inspected too slowly, too infrequently, and with sensors that drift. We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from simply seeing existing assets more clearly. Quantum sensing promises exactly that, and it is closer to deployment than most people realise. Lees meer
In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation, Quantum Technologies, and International Engagement at the Electric Power Research Institute (EPRI), to explore how quantum sensing technology could transform grid reliability, reduce costly downtime at nuclear plants, and reshape how we think about energy security, from US utilities to communities in sub-Saharan Africa.
Chapters
00:00 Seeing Problems Early
01:53 EPRI's Mission
03:34 Into Nuclear Innovation
06:27 Quantum Technologies Overview
09:15 How Quantum Sensors Work
12:33 No-Drift Sensing Advantage
15:34 Real World Applications
22:21 Cutting Nuclear Downtime
25:20 Utility Pilot Programs
26:15 Quantum Meets AI
32:29 Key Stakeholders for Quantum
35:37 Nuclear in a Renewable Grid
41:43 Modern Reactor Safety
46:43 G20 Nuclear Summit
48:43 Energy Access in Africa
53:22 Contrarian Energy Take
#Nuclear #QuantumTechnology #EnergyTransition #CleanEnergy #FutureOfEnergy
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Why is it so hard to build renewables in New York?
20 februari 2026 · 13 min
New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule. Lees meer
In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.
We explore:
Transmission bottlenecks between upstate and downstate.
The NYISO interconnection queue, now holding ~27 GW of projects.
Why 90% of proposed projects never reach commercial operations.
Interconnection costs that can account for 60% of total project CapEx.
Offshore wind policy uncertainty.
Capacity market dynamics that favour dispatchable generation.
And why battery energy storage economics differ from ERCOT and California.
Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York’s “cluster study” interconnection model with ERCOT’s faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.
A Modo Energy production.
Music licensed via Artlist.
Stock footage licensed via Pond5 (via Everly).
This documentary is for informational purposes only and does not constitute investment advice.
-
Why is it so hard to build renewables in New York?
20 februari 2026 · 13 min
New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule. Lees meer
In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.
We explore:
Transmission bottlenecks between upstate and downstate.
The NYISO interconnection queue, now holding ~27 GW of projects.
Why 90% of proposed projects never reach commercial operations.
Interconnection costs that can account for 60% of total project CapEx.
Offshore wind policy uncertainty.
Capacity market dynamics that favour dispatchable generation.
And why battery energy storage economics differ from ERCOT and California.
Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York’s “cluster study” interconnection model with ERCOT’s faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.
A Modo Energy production.
Music licensed via Artlist.
Stock footage licensed via Pond5 (via Everly).
This documentary is for informational purposes only and does not constitute investment advice.
-
What’s Really Stopping UK Solar? - IG Renewables
19 februari 2026 · 46 min
The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty. Lees meer
In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025.
Chapters
00:00:03 Connection Reform Overview
00:07:30 Gate Two Shakeout
00:09:00 Solar M&A Activity
00:13:30 Strategic Energy Planning
00:18:30 Co-Located Solar Storage
00:22:00 60GW Delivery Challenge
00:24:30 EPC Workforce Gap
00:28:30 CFD PPA Merchant Revenue
00:33:00 Balcony Solar Growth
00:37:47 Warm Homes Plan
00:45:00 Future Solar Deployment Shift
#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy
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What’s Really Stopping UK Solar? - IG Renewables
19 februari 2026 · 46 min
The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty. Lees meer
In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025.
Chapters
00:00:03 Connection Reform Overview
00:07:30 Gate Two Shakeout
00:09:00 Solar M&A Activity
00:13:30 Strategic Energy Planning
00:18:30 Co-Located Solar Storage
00:22:00 60GW Delivery Challenge
00:24:30 EPC Workforce Gap
00:28:30 CFD PPA Merchant Revenue
00:33:00 Balcony Solar Growth
00:37:47 Warm Homes Plan
00:45:00 Future Solar Deployment Shift
#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy
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How Solar Turned the Price Curve Upside Down - AES Clean Energy
17 februari 2026 · 56 min
AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast. Lees meer
Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time.
In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth.
Chapters
- 00:00 Clean Energy Timing Problem
- 02:03 AES Company Overview
- 04:45 Battery Storage California
- 06:38 ERCOT Duck Curve
- 08:15 Solar Trading Blocks
- 09:45 Battery Revenue Streams
- 12:21 CAISO vs ERCOT Batteries
- 14:25 Market Volatility Dynamics
- 15:30 Offtake Agreements Explained
- 17:21 Belfield 500MW Battery
- 18:45 Biggest Trade Ever
- 21:00 Wind Solar Portfolio Management
- 22:14 24/7 Clean Energy Matching
- 25:11 Renewable Coverage Pricing
- 26:07 Nuclear Energy Outlook
- 28:21 SMR Timeline Concerns
- 30:56 Nuclear Submarine Stories
- 34:52 Transmission Constraint Challenges
- 38:19 Data Center Generation Gap
- 40:05 AI Growth Inflection Point
- 42:00 Battery Market Opportunity
- 44:39 AI Prompt Engineering Careers
- 46:14 Trading Desk Culture Shift
- 48:29 Managing Young Traders
- 50:10 Head of Trading Daily Routine
- 51:08 Worst Trading Day Story
- 53:24 AES Future Announcements
- 54:55 Contrarian Energy Market Views
#AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear
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How Solar Turned The Price Curve Upside Down - AES Clean Energy
17 februari 2026 · 56 min
AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast. Lees meer
Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time.
In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth.
Chapters
- 00:00 Clean Energy Timing Problem
- 02:03 AES Company Overview
- 04:45 Battery Storage California
- 06:38 ERCOT Duck Curve
- 08:15 Solar Trading Blocks
- 09:45 Battery Revenue Streams
- 12:21 CAISO vs ERCOT Batteries
- 14:25 Market Volatility Dynamics
- 15:30 Offtake Agreements Explained
- 17:21 Belfield 500MW Battery
- 18:45 Biggest Trade Ever
- 21:00 Wind Solar Portfolio Management
- 22:14 24/7 Clean Energy Matching
- 25:11 Renewable Coverage Pricing
- 26:07 Nuclear Energy Outlook
- 28:21 SMR Timeline Concerns
- 30:56 Nuclear Submarine Stories
- 34:52 Transmission Constraint Challenges
- 38:19 Data Center Generation Gap
- 40:05 AI Growth Inflection Point
- 42:00 Battery Market Opportunity
- 44:39 AI Prompt Engineering Careers
- 46:14 Trading Desk Culture Shift
- 48:29 Managing Young Traders
- 50:10 Head of Trading Daily Routine
- 51:08 Worst Trading Day Story
- 53:24 AES Future Announcements
- 54:55 Contrarian Energy Market Views
#AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear
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Is UK Grid Reform Really Working? - Low Carbon
12 februari 2026 · 46 min
The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets. Lees meer
In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time.
Chapters
- 00:00 - Introduction and connections reform recap
- 01:44 - The 1,000GW grid queue crisis
- 02:04 - Transmission versus distribution network access differences
- 03:21 - Gate one and gate two grid offers explained
- 04:06 - Current status of gate two notifications
- 05:28 - Connection date uncertainty and timeline delays
- 07:39 - September deadline for final grid offers
- 09:15 - Co-location of batteries with solar projects
- 11:42 - Why Ofgem removed batteries from solar schemes
- 14:58 - Network capacity constraints and upgrade costs
- 17:25 - Active network management and curtailment solutions
- 20:33 - Distribution versus transmission network capacity planning
- 23:47 - Industry response to battery removal decisions
- 26:19 - The business case for solar-battery portfolios
- 29:51 - Substation siting challenges and planning delays
- 32:44 - National Grid's role in new infrastructure
- 35:16 - Summer solar generation and negative prices
- 38:16 - How solar projects price curtailment risk
- 40:10 - Next steps for connections reform implementation
- 42:02 - Critical path issues for 2030 de…
-
Is UK Grid Reform Really Working? - Low Carbon
12 februari 2026 · 46 min
The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets. Lees meer
In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time.
Chapters
- 00:00 - Introduction and connections reform recap
- 01:44 - The 1,000GW grid queue crisis
- 02:04 - Transmission versus distribution network access differences
- 03:21 - Gate one and gate two grid offers explained
- 04:06 - Current status of gate two notifications
- 05:28 - Connection date uncertainty and timeline delays
- 07:39 - September deadline for final grid offers
- 09:15 - Co-location of batteries with solar projects
- 11:42 - Why Ofgem removed batteries from solar schemes
- 14:58 - Network capacity constraints and upgrade costs
- 17:25 - Active network management and curtailment solutions
- 20:33 - Distribution versus transmission network capacity planning
- 23:47 - Industry response to battery removal decisions
- 26:19 - The business case for solar-battery portfolios
- 29:51 - Substation siting challenges and planning delays
- 32:44 - National Grid's role in new infrastructure
- 35:16 - Summer solar generation and negative prices
- 38:16 - How solar projects price curtailment risk
- 40:10 - Next steps for connections reform implementation
- 42:02 - Critical path issues for 2030 de…
-
Stress Testing the Grid With a Digital Twin (Xcel Energy)
10 februari 2026 · 22 min
Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events, wildfire scenarios, and load surges before they happen, fundamentally changing how the grid stays reliable. Lees meer
Alejandro De Diego speaks with Marcus Johansson, Senior Executive - Wildfire Mitigation, Digital Transformation, Grid Modernization at Xcel Energy. The conversation explores how digital twins, virtual replicas of the physical grid, are enabling utilities to run simulations of weather events, wildfire scenarios, and increasing electricity demand.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Deigo - VP of Insights.
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Chapters
- 00:03 - Introduction
- 01:45 - Xcel Energy Overview
- 03:05 - Grid Modernization Role
- 04:26 - Digital Twin Technology
- 05:27 - Analytics vs Simulations
- 06:15 - Wildfire Mitigation Strategies
- 07:28 - Advanced Metering Infrastructure
- 08:13 - Predictive Maintenance Applications
- 08:42 - Data Integration Challenges
- 10:29 - Distribution Management Systems
- 13:17 - AI Load Forecasting
- 14:20 - Peak Demand Management
- 16:01 - Sustainability Journey
- 16:28 - Energy Transition Motivation
- 17:10 - Infrastructure Investment Plans
- 18:22 - Transmission Focus Areas
- 18:58 - Join Xcel Energy
- 19:18 - Contrarian Industry Views
- 20:11 - Service Orchestration Mindset
- 20:44 - Build vs Buy
- 21:25 - Future Generation Optimism
-
Stress Testing the Grid With a Digital Twin (Xcel Energy)
10 februari 2026 · 22 min
Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events, wildfire scenarios, and load surges before they happen, fundamentally changing how the grid stays reliable. Lees meer
Alejandro De Diego speaks with Marcus Johansson, Senior Executive - Wildfire Mitigation, Digital Transformation, Grid Modernization at Xcel Energy. The conversation explores how digital twins, virtual replicas of the physical grid, are enabling utilities to run simulations of weather events, wildfire scenarios, and increasing electricity demand.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Alejandro De Deigo - VP of Insights.
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Chapters
- 00:03 - Introduction
- 01:45 - Xcel Energy Overview
- 03:05 - Grid Modernization Role
- 04:26 - Digital Twin Technology
- 05:27 - Analytics vs Simulations
- 06:15 - Wildfire Mitigation Strategies
- 07:28 - Advanced Metering Infrastructure
- 08:13 - Predictive Maintenance Applications
- 08:42 - Data Integration Challenges
- 10:29 - Distribution Management Systems
- 13:17 - AI Load Forecasting
- 14:20 - Peak Demand Management
- 16:01 - Sustainability Journey
- 16:28 - Energy Transition Motivation
- 17:10 - Infrastructure Investment Plans
- 18:22 - Transmission Focus Areas
- 18:58 - Join Xcel Energy
- 19:18 - Contrarian Industry Views
- 20:11 - Service Orchestration Mindset
- 20:44 - Build vs Buy
- 21:25 - Future Generation Optimism
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Why Natural Gas Prices In The US Just Jumped 70% (Energy Flux)
5 februari 2026 · 47 min
Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Lees meer
Gas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.
Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights.
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter
Chapters:
00:00 - Introduction and January 2026 gas spike
01:44 - Seb Kennedy's dual role journalist analyst
04:26 - Understanding TTF and Henry Hub hubs
05:37 - Investment fund positioning and short squeeze
09:05 - Weather patterns driving European gas demand
12:13 - Nuclear outages worsening European gas crisis
14:44 - US gas price spike explained
16:53 - Freeze-offs and US production challenges
21:13 - LNG export constraints at Freeport facility
25:20 - Trump administration's impact on LNG markets
29:20 - Panama Canal and geopolitical LNG considerations
30:47 - Venezuela's political upheaval and oil situation
32:40 - Venezuela's massive gas flaring crisis
35:20 - Pakistan's renewable boom versus LNG commitments
42:53 - Key themes to watch in 2026
44:25 - Contrarian view on import dependence
-
Why Natural Gas Prices In The US Just Jumped 70% (Energy Flux)
5 februari 2026 · 47 min
Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Lees meer
Gas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.
Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments.
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights.
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter
Chapters:
00:00 - Introduction and January 2026 gas spike
01:44 - Seb Kennedy's dual role journalist analyst
04:26 - Understanding TTF and Henry Hub hubs
05:37 - Investment fund positioning and short squeeze
09:05 - Weather patterns driving European gas demand
12:13 - Nuclear outages worsening European gas crisis
14:44 - US gas price spike explained
16:53 - Freeze-offs and US production challenges
21:13 - LNG export constraints at Freeport facility
25:20 - Trump administration's impact on LNG markets
29:20 - Panama Canal and geopolitical LNG considerations
30:47 - Venezuela's political upheaval and oil situation
32:40 - Venezuela's massive gas flaring crisis
35:20 - Pakistan's renewable boom versus LNG commitments
42:53 - Key themes to watch in 2026
44:25 - Contrarian view on import dependence
-
Why ERCOT's $5k Price Spikes Are Actually Good for Reliability (ERCOT)
3 februari 2026 · 46 min
Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Lees meer
Can energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation?
In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators.
Chapters:
00:00 ERCOT's role in Texas grid management
01:09 Electricity market design and efficiency
02:28 Winter Storm Uri and resource adequacy
04:40 Texas data center boom explained
06:39 Energy-only markets and price signals
08:18 Grid resource adequacy challenges
12:28 Dispatchable reliability reserve service ECRS
18:45 Real-time energy and ancillary services
22:15 765kV transmission expansion in Texas
26:30 Residential demand response and virtual power plants
31:45 Comparing ERCOT to other US markets
36:27 Future grid technologies and storage growth
40:05 Distributed battery systems and grid integration
41:05 ERCOT market design framework
You can watch or listen to new episodes every Tuesday and Thursday.
Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights.
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch