Alle afleveringen
464 afleveringen, van nieuw naar oud
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Retail energy trading with Gethin Musk (Head of Trading @ OVO Energy)
24 april 2025 · 45 min
Retail energy may seem like a simple business on the surface. Sell electricity, serve customers - but behind the scenes, it’s anything but. Every household bill is backed by a series of decisions: how to hedge supply, when to lock in prices, and how to manage risk across millions of customers. As volatility increases and decarbonisation accelerates, the pressure on energy retailers to get those decisions right is only growing. Lees meer
In this episode of Transmission, Ed speaks with Gethin Musk, Head of Trading at OVO, one of the UK’s leading energy suppliers. Gethin gives a behind-the-scenes look at how retail portfolios are managed, why hedging is such a delicate balancing act, and how flexibility assets like batteries might reshape the future of consumer energy costs. Throughout the conversation, you'll hear about:
The fundamentals of retail hedging: What does it actually take to hedge a retail book and why is it more complicated than it looks?
Managing customer risk: How retailers like OVO protect their customers from price shocks, and what happens when volatility spikes.
The role of batteries in supply portfolios: Are flexible assets like storage a viable tool for smoothing retail exposure?
Innovation vs. margin pressure: How retailers are navigating the tension between net zero ambitions and competitive pricing.
Working in trading: Gethin shares what skills matter most, how his team is structured, and advice for those looking to enter energy trading from non-traditional backgrounds.
About our Guest
Gethin Musk is Head of Trading at OVO, where he oversees the company’s wholesale energy procurement and risk management strategies. With a background spanning utilities, trading, and market operations, he plays a key role in ensuring OVO’s retail portfolio stays resilient, cost-effective, and aligned with the broader energy transition. For more information, head to the OVO website.
About Modo Energy
Modo Energy helps the owners, operators, builders, and financiers…
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Retail energy trading with Gethin Musk (Head of Trading @ OVO Energy)
24 april 2025 · 45 min
Retail energy may seem like a simple business on the surface. Sell electricity, serve customers - but behind the scenes, it’s anything but. Every household bill is backed by a series of decisions: how to hedge supply, when to lock in prices, and how to manage risk across millions of customers. As volatility increases and decarbonisation accelerates, the pressure on energy retailers to get those decisions right is only growing. Lees meer
In this episode of Transmission, Ed speaks with Gethin Musk, Head of Trading at OVO, one of the UK’s leading energy suppliers. Gethin gives a behind-the-scenes look at how retail portfolios are managed, why hedging is such a delicate balancing act, and how flexibility assets like batteries might reshape the future of consumer energy costs. Throughout the conversation, you'll hear about:
The fundamentals of retail hedging: What does it actually take to hedge a retail book and why is it more complicated than it looks?
Managing customer risk: How retailers like OVO protect their customers from price shocks, and what happens when volatility spikes.
The role of batteries in supply portfolios: Are flexible assets like storage a viable tool for smoothing retail exposure?
Innovation vs. margin pressure: How retailers are navigating the tension between net zero ambitions and competitive pricing.
Working in trading: Gethin shares what skills matter most, how his team is structured, and advice for those looking to enter energy trading from non-traditional backgrounds.
About our Guest
Gethin Musk is Head of Trading at OVO, where he oversees the company’s wholesale energy procurement and risk management strategies. With a background spanning utilities, trading, and market operations, he plays a key role in ensuring OVO’s retail portfolio stays resilient, cost-effective, and aligned with the broader energy transition. For more information, head to the OVO website.
About Modo Energy
Modo Energy helps the owners, operators, builders, and financiers…
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AI in Power Trading with David Miller (CCO, Gridmatic)
22 april 2025 · 43 min
As artificial intelligence reshapes every sector, its impact on energy markets is only just beginning to unfold. From smarter forecasts to autonomous trading, AI is opening new doors for market access, optimisation, and commercial participation. Lees meer
What does it take to go from hype to real-world performance? How can AI lower barriers for new entrants, and how are platforms like Gridmatic helping to automate the complexity of trading in volatile markets? Whether you’re an asset owner, trader, or just curious about how automation is changing the energy landscape, today we’re unpacking where AI is heading and what that means for the future of power market participation.
In this episode of Transmission, Quentin sits down with David Miller, VP of Business Development at Gridmatic, to unpack what AI really means in a power market context. Over the conversation you’ll hear about:
• What AI actually does in power markets: Beyond the buzzwords, David walks through the core functions of Gridmatic’s AI - from forecasting to bidding to real-time optimisation.
• Access vs. optimisation: Why some market participants struggle just to get in the door and how AI can streamline onboarding, participation, and profitability.
• Volatility and opportunity: As market spreads become more dynamic, AI-driven strategies are proving especially valuable for batteries and flexible assets.
• Trusting the black box: What does it take for asset owners to feel confident letting an algorithm take the wheel?
• AI vs. traditional strategies: Why Gridmatic sees its advantage in consistently adapting to changing price signals and operational constraints faster than human traders can.
About our guest
David Miller is Vice President of Business Development at Gridmatic, a US-based AI-powered energy trading firm. With a background spanning renewable energy, commercial strategy, and digital innovation, David works closely with asset owners, developers, and market operators to unlock the full potential …
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AI in Power Trading with David Miller (VP, Gridmatic)
22 april 2025 · 43 min
As artificial intelligence reshapes every sector, its impact on energy markets is only just beginning to unfold. From smarter forecasts to autonomous trading, AI is opening new doors for market access, optimisation, and commercial participation. Lees meer
What does it take to go from hype to real-world performance? How can AI lower barriers for new entrants, and how are platforms like Gridmatic helping to automate the complexity of trading in volatile markets? Whether you’re an asset owner, trader, or just curious about how automation is changing the energy landscape, today we’re unpacking where AI is heading and what that means for the future of power market participation.
In this episode of Transmission, Quentin sits down with David Miller, VP of Business Development at Gridmatic, to unpack what AI really means in a power market context. Over the conversation you’ll hear about:
• What AI actually does in power markets: Beyond the buzzwords, David walks through the core functions of Gridmatic’s AI - from forecasting to bidding to real-time optimisation.
• Access vs. optimisation: Why some market participants struggle just to get in the door and how AI can streamline onboarding, participation, and profitability.
• Volatility and opportunity: As market spreads become more dynamic, AI-driven strategies are proving especially valuable for batteries and flexible assets.
• Trusting the black box: What does it take for asset owners to feel confident letting an algorithm take the wheel?
• AI vs. traditional strategies: Why Gridmatic sees its advantage in consistently adapting to changing price signals and operational constraints faster than human traders can.
About our guest
David Miller is Vice President of Business Development at Gridmatic, a US-based AI-powered energy trading firm. With a background spanning renewable energy, commercial strategy, and digital innovation, David works closely with asset owners, developers, and market operators to unlock the full potential …
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Inside the Nordic Power Markets with Riku Merikoski (Senior Power Analyst @ Axpo Group)
17 april 2025 · 48 min
As Europe’s energy markets evolve, the Nordic region provides a fascinating case study. High hydro penetration, cross-border interconnections, and shifting regulatory frameworks are shaping a unique electricity market with lessons for the rest of the continent. Lees meer
From Sweden’s shift to zonal pricing to growing debates around consumer fairness and the future role of storage, the region continues to test the boundaries of what a flexible, renewable-heavy market can look like and what it means for the rest of Europe.
In this episode of Transmission, Ed is joined by Riku Merikoski, Senior Power Analyst at Axpo Group, to explore the distinct challenges and opportunities in the Nordics. Over the course of the conversation, you’ll hear about:
The role of batteries in the Nordics – in a system already dominated by flexible hydro, where exactly do batteries fit in?
Swedens move away from a national market in 2011 and adoption of a zonal market structure.
Interconnection and integration in the region.
Rethinking fairness in energy policy – who really needs support, and should subsidies extend to second homes?
What the Nordics can teach the rest of Europe (and the world) about balancing renewable integration, price signals, and consumer outcomes.
About our guest
Axpo Group is Switzerland’s largest producer of renewable energy and a leading international player in energy trading and the marketing of solar and wind power. Headquartered in Baden, the company operates across more than 30 countries in Europe, North America, and Asia, offering innovative energy solutions to industrial and commercial customers. With a diverse portfolio that includes hydropower, nuclear, biomass, and gas-fired plants, Axpo is committed to enabling a sustainable future through technological innovation and strategic investments in clean energy. For more info, head to their website.
Riku Merikoski is a Senior Power Analyst at Axpo Group, specializing in Nordic and UK power market analysis within…
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Inside the Nordic Power Markets with Riku Merikoski (Senior Power Analyst @ Axpo Group)
17 april 2025 · 48 min
As Europe’s energy markets evolve, the Nordic region provides a fascinating case study. High hydro penetration, cross-border interconnections, and shifting regulatory frameworks are shaping a unique electricity market with lessons for the rest of the continent. Lees meer
From Sweden’s shift to zonal pricing to growing debates around consumer fairness and the future role of storage, the region continues to test the boundaries of what a flexible, renewable-heavy market can look like and what it means for the rest of Europe.
In this episode of Transmission, Ed is joined by Riku Merikoski, Senior Power Analyst at Axpo Group, to explore the distinct challenges and opportunities in the Nordics. Over the course of the conversation, you’ll hear about:
The role of batteries in the Nordics – in a system already dominated by flexible hydro, where exactly do batteries fit in?
Swedens move away from a national market in 2011 and adoption of a zonal market structure.
Interconnection and integration in the region.
Rethinking fairness in energy policy – who really needs support, and should subsidies extend to second homes?
What the Nordics can teach the rest of Europe (and the world) about balancing renewable integration, price signals, and consumer outcomes.
About our guest
Axpo Group is Switzerland’s largest producer of renewable energy and a leading international player in energy trading and the marketing of solar and wind power. Headquartered in Baden, the company operates across more than 30 countries in Europe, North America, and Asia, offering innovative energy solutions to industrial and commercial customers. With a diverse portfolio that includes hydropower, nuclear, biomass, and gas-fired plants, Axpo is committed to enabling a sustainable future through technological innovation and strategic investments in clean energy. For more info, head to their website.
Riku Merikoski is a Senior Power Analyst at Axpo Group, specializing in Nordic and UK power market analysis within…
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Distributed batteries for grid resilience Zach Dell (CEO & Founder @ Base Power)
15 april 2025 · 37 min
As the energy transition accelerates, batteries are no longer just utility-scale infrastructure - they're moving into homes, neighbourhoods, and communities. Residential storage is emerging as a powerful tool for improving grid reliability, reducing electricity costs, and giving consumers more control over their energy use. This shift is being driven by falling technology costs, growing demand for backup power, and the need for faster, more flexible ways to support an increasingly electrified grid. Lees meer
While most attention in the battery world focuses on utility-scale systems, Base Power is scaling something different: a distributed, behind-the-meter fleet of residential batteries installed across Texas homes.
Zach walks us through the business model, the reasons residential deployment is faster and more scalable than many assume, and how Base’s vertically integrated strategy is unlocking both customer trust and capital efficiency. From billing and software to partnerships with utilities, the conversation unpacks what it takes to bring batteries to the grid at speed and at scale.
In this episode of Transmission, Quentin is joined by Zach Dell, CEO and founder of Base Power, a fast-growing startup redefining how residential batteries are deployed and monetised in the U.S.
Over the course of the conversation, you’ll hear about:
The story of Base Power and why it is focusing on distributed, behind the meter residential deployment.
How Base participates in ERCOT markets and plans for ancillary services.
Zach’s take on cost curves, solar + storage vs nuclear, and the future of distributed energy.
The role of vertical integration in reducing cost and increasing speed at every step of the process.
Why more granular price signals in Texas could supercharge DER investment
About our guest
Base Power is a Texas-based energy company pioneering a new model of home energy service by combining residential battery storage with retail electricity provision. Founded in 2023, …
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Distributed batteries for grid resilience Zach Dell (CEO & Founder @ Base Power)
15 april 2025 · 37 min
As the energy transition accelerates, batteries are no longer just utility-scale infrastructure - they're moving into homes, neighbourhoods, and communities. Residential storage is emerging as a powerful tool for improving grid reliability, reducing electricity costs, and giving consumers more control over their energy use. This shift is being driven by falling technology costs, growing demand for backup power, and the need for faster, more flexible ways to support an increasingly electrified grid. Lees meer
While most attention in the battery world focuses on utility-scale systems, Base Power is scaling something different: a distributed, behind-the-meter fleet of residential batteries installed across Texas homes.
Zach walks us through the business model, the reasons residential deployment is faster and more scalable than many assume, and how Base’s vertically integrated strategy is unlocking both customer trust and capital efficiency. From billing and software to partnerships with utilities, the conversation unpacks what it takes to bring batteries to the grid at speed and at scale.
In this episode of Transmission, Quentin is joined by Zach Dell, CEO and founder of Base Power, a fast-growing startup redefining how residential batteries are deployed and monetised in the U.S.
Over the course of the conversation, you’ll hear about:
The story of Base Power and why it is focusing on distributed, behind the meter residential deployment.
How Base participates in ERCOT markets and plans for ancillary services.
Zach’s take on cost curves, solar + storage vs nuclear, and the future of distributed energy.
The role of vertical integration in reducing cost and increasing speed at every step of the process.
Why more granular price signals in Texas could supercharge DER investment
About our guest
Base Power is a Texas-based energy company pioneering a new model of home energy service by combining residential battery storage with retail electricity provision. Founded in 2023, …
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Optimization in Australia’s National Electricity Market with Matt Grover (Fluence)
9 april 2025 · 37 min
Operating a battery in Australia’s National Electricity Market (NEM) is no simple task. With a five-minute dispatch interval, nodal pricing, and an energy-only market structure, success hinges on the ability to process and respond to massive amounts of data in real time. These unique market dynamics demand sophisticated strategies for battery optimization, underpinned by algorithmic bidding and advanced forecasting. Lees meer
As renewable penetration grows and the grid becomes more volatile, batteries are playing a pivotal role in providing fast, flexible support. But unlocking their full value requires a deep understanding of the NEM’s fast-paced, data-driven environment—where every five minutes counts.
In this episode, Matt Grover, Director of Sales Engineering and Energy Markets for Fluence in APAC - joins Wendel Hortop to discuss what optimization looks like in the NEM.
Over the course of the conversation, you’ll hear about:
How algorithmic bidding continues to evolve in the NEM, demanding adaptability to successfully optimize batteries.
Challenges faced by asset owners in managing state of charge in real time.
Local dispatch prices vs. regional settlement prices in Australia.
The emergence of virtual toll agreements in the NEM.
The growth of battery portfolios and the challenge of co-optimization.
About our guest
Fluence is on a mission to create a more sustainable future by transforming the way we power our world. Fluence brings proven energy storage products and services, and digital applications for renewables and storage to support the modernization of our energy networks. For more information on the services Fluence provides, check out their website.
Matt leads the Energy Markets team and the Sales Engineering function within Fluence's Digital division in APAC, looking after Fluence's Mosaic software product offering and helping dozens of renewable generators and BESS assets trade in Australia's National Electricity Market.
About Modo Energy
Modo Energ…
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Optimization in Australia’s National Electricity Market with Matt Grover (Fluence)
9 april 2025 · 37 min
Operating a battery in Australia’s National Electricity Market (NEM) is no simple task. With a five-minute dispatch interval, nodal pricing, and an energy-only market structure, success hinges on the ability to process and respond to massive amounts of data in real time. These unique market dynamics demand sophisticated strategies for battery optimization, underpinned by algorithmic bidding and advanced forecasting. Lees meer
As renewable penetration grows and the grid becomes more volatile, batteries are playing a pivotal role in providing fast, flexible support. But unlocking their full value requires a deep understanding of the NEM’s fast-paced, data-driven environment—where every five minutes counts.
In this episode, Matt Grover, Director of Sales Engineering and Energy Markets for Fluence in APAC - joins Wendel Hortop to discuss what optimization looks like in the NEM.
Over the course of the conversation, you’ll hear about:
How algorithmic bidding continues to evolve in the NEM, demanding adaptability to successfully optimize batteries.
Challenges faced by asset owners in managing state of charge in real time.
Local dispatch prices vs. regional settlement prices in Australia.
The emergence of virtual toll agreements in the NEM.
The growth of battery portfolios and the challenge of co-optimization.
About our guest
Fluence is on a mission to create a more sustainable future by transforming the way we power our world. Fluence brings proven energy storage products and services, and digital applications for renewables and storage to support the modernization of our energy networks. For more information on the services Fluence provides, check out their website.
Matt leads the Energy Markets team and the Sales Engineering function within Fluence's Digital division in APAC, looking after Fluence's Mosaic software product offering and helping dozens of renewable generators and BESS assets trade in Australia's National Electricity Market.
About Modo Energy
Modo Energ…
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Investing in energy tech with Philipp Emig (Senior Vice President @ Picus Capital)
8 april 2025 · 46 min
As the energy transition accelerates, the landscape of start-up funding is evolving, particularly in the energy storage sector. The impact of the recent downturns and the growing complexity of the capital stack means energy start-ups need to be ahead of the curve to secure funding in an ever-changing environment. Lees meer
From scaling energy technologies across diverse regulatory environments to the opportunities facing climate tech entrepreneurs today, the world of venture capital is changing and so must the strategies to ensure success.
In todays’s episode, Philipp Emig, Senior Vice President at Picus Capital, joins Quentin to discuss how start-up get funded in the energy transition. Throughout the conversation, you’ll hear about:
The role of venture capital and early stage investing in climate tech and Picas Capital's focus in this.
Trends in climate tech funding - from the decline in funding levels to the successes of battery and home energy control technologies.
Differences between energy markets and comparisons of energy market development stages across regions.
The importance of different types of investors at various stages of company growth.
Grid-scale energy storage solutions and the potential for software-driven asset management in the energy sector
About our guest
Picus Capital invest in early-stage technology ventures with a focus on energy & climate, fintech, enterprise infrastructure, generative ai, cybersecurity, healthcare, and enterprise application, specializing in Pre-Seed, Seed and Series A ventures.
For more information on what Picus Capital do, check out their website.
Philipp joined Picus Capital in 2021, where he focuses on energy & climate investments, as well as on pre-seed stage efforts. Prior to this, Philipp worked for McKinsey & Company in Munich and advised clients across Europe in the energy, mobility and process industry mainly on innovation, strategy and sustainability topics.
About Modo Energy
Modo Energy helps the owners, op…
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Investing in energy tech with Philipp Emig (Senior Vice President @ Picus Capital)
8 april 2025 · 48 min
As the energy transition accelerates, the landscape of start-up funding is evolving, particularly in the energy storage sector. The impact of the recent downturns and the growing complexity of the capital stack means energy start-ups need to be ahead of the curve to secure funding in an ever-changing environment. Lees meer
From scaling energy technologies across diverse regulatory environments to the opportunities facing climate tech entrepreneurs today, the world of venture capital is changing and so must the strategies to ensure success.
In todays’s episode, Philipp Emig, Senior Vice President at Picus Capital, joins Quentin to discuss how start-up get funded in the energy transition. Throughout the conversation, you’ll hear about:
The role of venture capital and early stage investing in climate tech and Picas Capital's focus in this.
Trends in climate tech funding - from the decline in funding levels to the successes of battery and home energy control technologies.
Differences between energy markets and comparisons of energy market development stages across regions.
The importance of different types of investors at various stages of company growth.
Grid-scale energy storage solutions and the potential for software-driven asset management in the energy sector
About our guest
Picus Capital invest in early-stage technology ventures with a focus on energy & climate, fintech, enterprise infrastructure, generative ai, cybersecurity, healthcare, and enterprise application, specializing in Pre-Seed, Seed and Series A ventures.
For more information on what Picus Capital do, check out their website.
Philipp joined Picus Capital in 2021, where he focuses on energy & climate investments, as well as on pre-seed stage efforts. Prior to this, Philipp worked for McKinsey & Company in Munich and advised clients across Europe in the energy, mobility and process industry mainly on innovation, strategy and sustainability topics.
About Modo Energy
Modo Energy helps the owners, op…
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Elexon and Balancing and Energy Settlement in Great Britain with Peter Stanley (CEO @ Elexon)
3 april 2025 · 48 min
Battery storage and renewable energy assets are only as effective as the systems that optimize them, and to do this, there needs to be clear and effective rules on how this is determined. Elexon is responsible for the Balancing & Settlement Code, or BSC, a document outlining the rules of the balancing mechanism and imbalance pricing in Great Britain. With the rise of smaller, aggregated assets and the push towards net zero, the energy landscape is changing fast, and things like the BSC need to adapt too. Lees meer
In this episode of Transmission, we’re joined by Peter Stanley, CEO of Elexon, to explore the critical role of optimisation and trading in energy markets. From day-to-day operations to long-term strategy, Peter shares insights on how Elexon supports grid flexibility, maximizes asset value, and navigates a rapidly evolving energy landscape. Over the conversation you’ll hear about:
The role of Elexon, how the company operates and the key processes it manages.
Detailed breakdown of what the settlement process looks like in Great Britain.
The impact of changing grid dynamics on Elexon's operations.
Elexon’s emerging role in facilitating local distributed flexibility markets.
Peter’s outlook on where optimization is headed in a changing energy landscape.
Mentioned in the episode
Peter highlights the fundraising efforts of Nyah & Danielle Lock who are taking part in the South West Coast 50 Ultra Challenge 2025, raising money for the Mardon Neuro-Rehabilitation Centre in Exeter.
You can find more information and they're just giving page here.
About our guest
Working at the heart of the GB energy industry, Elexon oversee The Balancing and Settlement Code (BSC),a legal contract all electricity participants must enter into in order to participate in the electricity market. For more information on what Elexon do, head to their website.
Peter Stanley is Chief Executive Officer of Elexon, joining Elexon's Executive team in 2016 and serving as Chief Operating Officer…
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Elexon and Balancing and Energy Settlement in Great Britain with Peter Stanley (CEO @ Elexon)
3 april 2025 · 48 min
Battery storage and renewable energy assets are only as effective as the systems that optimize them, and to do this, there needs to be clear and effective rules on how this is determined. Elexon is responsible for the Balancing & Settlement Code, or BSC, a document outlining the rules of the balancing mechanism and imbalance pricing in Great Britain. With the rise of smaller, aggregated assets and the push towards net zero, the energy landscape is changing fast, and things like the BSC need to adapt too. Lees meer
In this episode of Transmission, we’re joined by Peter Stanley, CEO of Elexon, to explore the critical role of optimisation and trading in energy markets. From day-to-day operations to long-term strategy, Peter shares insights on how Elexon supports grid flexibility, maximizes asset value, and navigates a rapidly evolving energy landscape. Over the conversation you’ll hear about:
The role of Elexon, how the company operates and the key processes it manages.
Detailed breakdown of what the settlement process looks like in Great Britain.
The impact of changing grid dynamics on Elexon's operations.
Elexon’s emerging role in facilitating local distributed flexibility markets.
Peter’s outlook on where optimization is headed in a changing energy landscape.
Mentioned in the episode
Peter highlights the fundraising efforts of Nyah & Danielle Lock who are taking part in the South West Coast 50 Ultra Challenge 2025, raising money for the Mardon Neuro-Rehabilitation Centre in Exeter.
You can find more information and they're just giving page here.
About our guest
Working at the heart of the GB energy industry, Elexon oversee The Balancing and Settlement Code (BSC),a legal contract all electricity participants must enter into in order to participate in the electricity market. For more information on what Elexon do, head to their website.
Peter Stanley is Chief Executive Officer of Elexon, joining Elexon's Executive team in 2016 and serving as Chief Operating Officer…
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Developing BESS - from greenfield to grid with Ravi Sharma (Director of Development - Energy Storage @ Deriva Energy)
1 april 2025 · 33 min
The strategy for developing battery storage sites is unique to each individual project. From securing suitable land to obtaining a grid connection, every step plays a crucial role in creating the right conditions for a viable site. A developer’s expertise is essential in navigating these complexities, ensuring a project's success long before it becomes operational. Lees meer
In this episode, Ravi Sharma, Director of Development - Energy Storage at Deriva Energy joins Quentin to explore the development process of battery energy storage systems in key markets in the US.
Over the course of the conversation, you’ll learn about:
What each stage of the development process entails, from site acquisition to connecting to the grid.
The developer's role in managing risk and uncertainty throughout project lifecycle.
Complexity of estimating interconnection costs and upgrades.
Insight into the competitive landscape for desirable sites and substations.
The need for long-duration storage valuation and procurement.
About our guest
Deriva is an established leader in clean energy, with 5,900 megawatts of operating and under construction wind, utility scale solar and storage assets across the U.S. Formerly known as Duke Energy Renewables, Deriva is a portfolio company of Brookfield, one of the world's largest owners and operators of renewable power and climate transition assets.
Ravi Sharma is Director of Development for Energy Storage at Deriva Energy where he leads energy storage project development and manages interdisciplinary teams across various U.S. energy markets.
About Modo Energy
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.
All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or T…
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Developing BESS - from greenfield to grid with Ravi Sharma (Director of Development - Energy Storage @ Deriva Energy)
1 april 2025 · 33 min
The strategy for developing battery storage sites is unique to each individual project. From securing suitable land to obtaining a grid connection, every step plays a crucial role in creating the right conditions for a viable site. A developer’s expertise is essential in navigating these complexities, ensuring a project's success long before it becomes operational. Lees meer
In this episode, Ravi Sharma, Director of Development - Energy Storage at Deriva Energy joins Quentin to explore the development process of battery energy storage systems in key markets in the US.
Over the course of the conversation, you’ll learn about:
What each stage of the development process entails, from site acquisition to connecting to the grid.
The developer's role in managing risk and uncertainty throughout project lifecycle.
Complexity of estimating interconnection costs and upgrades.
Insight into the competitive landscape for desirable sites and substations.
The need for long-duration storage valuation and procurement.
About our guest
Deriva is an established leader in clean energy, with 5,900 megawatts of operating and under construction wind, utility scale solar and storage assets across the U.S. Formerly known as Duke Energy Renewables, Deriva is a portfolio company of Brookfield, one of the world's largest owners and operators of renewable power and climate transition assets.
Ravi Sharma is Director of Development for Energy Storage at Deriva Energy where he leads energy storage project development and manages interdisciplinary teams across various U.S. energy markets.
About Modo Energy
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.
All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or T…
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Private equity and the future of energy storage with Jim Mills (Managing Director @ Adaptogen Capital)
27 maart 2025 · 42 min
Battery storage has become a key pillar of the energy transition, driving improvements in grid stability and renewable integration. Understanding how investment and technology have evolved over the last decade is key to grasping the market’s growth, the role of private equity, and the challenges and opportunities that lie ahead for large-scale deployment. Lees meer
In this episode of Transmission, Jim Mills, Managing Director of Adaptogen Capital, shares his insights into the growth of the battery storage market and the role of private equity in driving change. From challenges in financing to future market trends, Jim offers a detailed look at the factors shaping the energy transition. Over the course of the conversation you’ll hear about:
How the battery storage market has changed over the last 10 years, from early-stage development to large-scale deployment.
Why private equity has been a key driver in scaling battery infrastructure and attracting institutional capital.
Insights into the financial, regulatory, and technological hurdles that have impacted market growth.
Jim’s take on emerging market trends, including the rise of co-located storage and grid-scale projects.
How Adaptogen Capital identifies opportunities and structures deals to mitigate risk and maximize returns.
About our guest
Jim Mills is Managing Director at Adaptogen Capital. Jim has extensive experience in private equity and has successfully raised and deployed funds in the battery storage sector. With a career spanning over two decades, Jim has worked closely with energy developers, investors, and policymakers to navigate the complexities of renewable energy financing and infrastructure development.
Adaptogen Capital is an investment firm focused on energy storage projects that support grid stability and the transition to renewable energy. Investing in large-scale battery storage assets and helping to enhance grid flexibility and enable greater integration of renewable power sources. For more in…
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Private equity and the future of energy storage with Jim Mills (Managing Director @ Adaptogen Capital)
27 maart 2025 · 42 min
Battery storage has become a key pillar of the energy transition, driving improvements in grid stability and renewable integration. Understanding how investment and technology have evolved over the last decade is key to grasping the market’s growth, the role of private equity, and the challenges and opportunities that lie ahead for large-scale deployment. Lees meer
In this episode of Transmission, Jim Mills, Managing Director of Adaptogen Capital, shares his insights into the growth of the battery storage market and the role of private equity in driving change. From challenges in financing to future market trends, Jim offers a detailed look at the factors shaping the energy transition. Over the course of the conversation you’ll hear about:
How the battery storage market has changed over the last 10 years, from early-stage development to large-scale deployment.
Why private equity has been a key driver in scaling battery infrastructure and attracting institutional capital.
Insights into the financial, regulatory, and technological hurdles that have impacted market growth.
Jim’s take on emerging market trends, including the rise of co-located storage and grid-scale projects.
How Adaptogen Capital identifies opportunities and structures deals to mitigate risk and maximize returns.
About our guest
Jim Mills is Managing Director at Adaptogen Capital. Jim has extensive experience in private equity and has successfully raised and deployed funds in the battery storage sector. With a career spanning over two decades, Jim has worked closely with energy developers, investors, and policymakers to navigate the complexities of renewable energy financing and infrastructure development.
Adaptogen Capital is an investment firm focused on energy storage projects that support grid stability and the transition to renewable energy. Investing in large-scale battery storage assets and helping to enhance grid flexibility and enable greater integration of renewable power sources. For more in…
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Unlocking Italy’s battery energy storage market - with Mahael Fedele (Sphera Energy)
20 maart 2025 · 47 min
Italy is rapidly emerging as a major market for battery energy storage - but, unlike other regions, its approach has been highly structured. Instead of relying on pure merchant risk, Italy’s system operator is leading capacity auctions to accelerate deployment. So, how does this impact investment, and what does it mean for developers looking to enter the market? Lees meer
This week, Quentin Scrimshire is joined by Mahael Fedele, CEO & Partner at Sphera Energy, to unpack what’s driving Italy’s battery boom. In this conversation, they explore how the new System Operator-led auction model is shaping investment decisions, what challenges developers face in securing grid connections, and whether the trend of shifting from development to long-term asset ownership is the right move.
Does Italy’s approach to storage create a reliable foundation for growth, or could it ultimately slow down private investment? We dive into the risks and opportunities of this approach, what it means for the future of energy storage in Europe, and where Sphera Energy fits into all of this.
In this episode, we cover:
Why Italy’s structured capacity auctions differ from other European markets.
The key challenges developers face in securing grid connections.
Whether the shift from development to asset ownership makes sense in Italy.
The role of long-duration storage and alternative chemistries.
How Italy’s approach compares to the UK, the US, and other leading markets.
About the Guest
Mahael Fedele is the CEO & Partner at Sphera Energy, a battery storage development company focused on large-scale projects in Italy and Germany. With over 15 years in renewables, he has worked across multiple global markets - including Europe, APAC, and the US.
Before founding Sphera Energy, Mahael played key roles in delivering utility-scale projects and navigating complex regulatory environments. Today, his focus is on Italy, where Sphera Energy has become a leading player in the country’s evolving energy storage…
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Unlocking Italy’s battery energy storage market - with Mahael Fedele (Sphera Energy)
20 maart 2025 · 47 min
Italy is rapidly emerging as a major market for battery energy storage - but, unlike other regions, its approach has been highly structured. Instead of relying on pure merchant risk, Italy’s system operator is leading capacity auctions to accelerate deployment. So, how does this impact investment, and what does it mean for developers looking to enter the market? Lees meer
This week, Quentin Scrimshire is joined by Mahael Fedele, CEO & Partner at Sphera Energy, to unpack what’s driving Italy’s battery boom. In this conversation, they explore how the new System Operator-led auction model is shaping investment decisions, what challenges developers face in securing grid connections, and whether the trend of shifting from development to long-term asset ownership is the right move.
Does Italy’s approach to storage create a reliable foundation for growth, or could it ultimately slow down private investment? We dive into the risks and opportunities of this approach, what it means for the future of energy storage in Europe, and where Sphera Energy fits into all of this.
In this episode, we cover:
Why Italy’s structured capacity auctions differ from other European markets.
The key challenges developers face in securing grid connections.
Whether the shift from development to asset ownership makes sense in Italy.
The role of long-duration storage and alternative chemistries.
How Italy’s approach compares to the UK, the US, and other leading markets.
About the Guest
Mahael Fedele is the CEO & Partner at Sphera Energy, a battery storage development company focused on large-scale projects in Italy and Germany. With over 15 years in renewables, he has worked across multiple global markets - including Europe, APAC, and the US.
Before founding Sphera Energy, Mahael played key roles in delivering utility-scale projects and navigating complex regulatory environments. Today, his focus is on Italy, where Sphera Energy has become a leading player in the country’s evolving energy storage…
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Power marketing and energy markets with John Larkey (Senior Vice President of Power Marketing @ National Grid Renewables)
13 maart 2025 · 51 min
Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. Lees meer
In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you’ll hear about:
The evolution from physical to financial trading in power markets
Impact of corporate buyers on the power purchase market.
Virtual Power Purchase Agreements and their role in the market.
Co-location of generation with large loads and the challenges and opportunities in the US power grid.
Current state and future potential of flexibility in power markets
About our guest
National Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website.
John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company’s commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.
About Modo Energy
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.
All of our podcasts are available to watch or listen t…
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Power marketing and energy markets with John Larkey (Senior Vice President of Power Marketing @ National Grid Renewables)
13 maart 2025 · 51 min
Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. Lees meer
In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you’ll hear about:
The evolution from physical to financial trading in power markets
Impact of corporate buyers on the power purchase market.
Virtual Power Purchase Agreements and their role in the market.
Co-location of generation with large loads and the challenges and opportunities in the US power grid.
Current state and future potential of flexibility in power markets
About our guest
National Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website.
John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company’s commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.
About Modo Energy
Modo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.
All of our podcasts are available to watch or listen t…
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Blackhillock - Europes largest battery with Tom Palmer (Head of Business Development- Network Infrastructure @ Zenobē)
6 maart 2025 · 48 min
As the industry evolves, the role of battery storage is expanding beyond just wholesale trading. The demand for stability services such as synthetic inertia and reactive power are increasing as more renewables enter the grid. Lees meer
In this episode, we take a look Zenobē’s Blackhillock BESS project, the UK’s first large-scale battery storage project with a stability contract from National Grid. Feautring grid-forming inverters, it aims to provide crucial reactive power and inertia to support renewable energy integration.
Please note: This episode was recorded January 9th, at which point the Blackhillock project was in the final stages of commissioning. At the point of publishing, Zenobē’s Blackhillock project is now operational.
Tom Palmer, Head of Business Development in Network Infrastructure at Zenobē shares insights into the evolving landscape of battery storage, including the impact of grid constraints, investment outlook, and the role of stability services. Over the conversation, you’ll hear about:
The 200MW/400MWh Black Hillock storage project: the UK’s largest battery storage facility and the first commercial deployment of grid-forming inverters.
New stability contracts providing reactive power, inertia, and short circuit level.
Evolution of battery storage market from frequency response to wholesale markets.
The challenge of ‘skip rates’ and the impact they have on investment outlook in energy storage.
Future pathways for storage, including co-location with renewable assets and policy shifts.
About our guest
Zenobē design, finance, build and operate battery solutions. Capturing renewable energy, balancing supply on the grid and transporting it to electric vehicles. Zenobē also focus on end-of-life repurposing of battery storage systems.
Tom Palmer leads the business development team at Zenobē’s standalone storage and network infrastructure division. His team focuses on developing large-scale grid storage solutions, with a key emphasis on new revenue st…
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Blackhillock - Europes largest battery with Tom Palmer (Head of Business Development- Network Infrastructure @ Zenobē)
6 maart 2025 · 48 min
As the industry evolves, the role of battery storage is expanding beyond just wholesale trading. The demand for stability services such as synthetic inertia and reactive power are increasing as more renewables enter the grid. Lees meer
In this episode, we take a look Zenobē’s Blackhillock BESS project, the UK’s first large-scale battery storage project with a stability contract from National Grid. Feautring grid-forming inverters, it aims to provide crucial reactive power and inertia to support renewable energy integration.
Please note: This episode was recorded January 9th, at which point the Blackhillock project was in the final stages of commissioning. At the point of publishing, Zenobē’s Blackhillock project is now operational.
Tom Palmer, Head of Business Development in Network Infrastructure at Zenobē shares insights into the evolving landscape of battery storage, including the impact of grid constraints, investment outlook, and the role of stability services. Over the conversation, you’ll hear about:
The 200MW/400MWh Black Hillock storage project: the UK’s largest battery storage facility and the first commercial deployment of grid-forming inverters.
New stability contracts providing reactive power, inertia, and short circuit level.
Evolution of battery storage market from frequency response to wholesale markets.
The challenge of ‘skip rates’ and the impact they have on investment outlook in energy storage.
Future pathways for storage, including co-location with renewable assets and policy shifts.
About our guest
Zenobē design, finance, build and operate battery solutions. Capturing renewable energy, balancing supply on the grid and transporting it to electric vehicles. Zenobē also focus on end-of-life repurposing of battery storage systems.
Tom Palmer leads the business development team at Zenobē’s standalone storage and network infrastructure division. His team focuses on developing large-scale grid storage solutions, with a key emphasis on new revenue st…
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Securing debt for battery energy storage with Brandon Faber (Director @ NORD/LB)
27 februari 2025 · 38 min
Raising capital is one of the biggest challenges in the energy storage industry today. While banks and institutional investors are providing more financing than ever, securing debt for battery projects still comes with complexities - especially when dealing with merchant risk. Lees meer
So, how are lenders evaluating storage projects, and what does it take to get a deal across the line?
This week on Transmission, Quentin is joined by Brandon Faber (Director at NORD/LB) - to discuss the evolving landscape of battery energy storage financing.
With experience structuring large-scale energy deals, including the Goleta and Papago Storage Projects, Brandon provides a deep dive into how banks assess risk, the role of tolling agreements, and the future of debt financing for grid-scale storage.
In this episode, you’ll learn about:
How banks evaluate and structure financing for energy storage projects.
The role of tolling agreements and why they matter for securing debt.
Why some projects secure financing while others struggle.
How merchant risk is priced into energy storage lending.
The future of institutional investment in battery storage.
About our guest
Brandon Faber serves as a Director at NORD/LB, a German bank known for its active role in financing renewable energy projects, particularly battery energy storage systems (BESS).
Brandon’s expertise lies in structuring and managing financing for large-scale energy projects, including the Goleta Energy Storage Project in California and the Papago Storage Project in Arizona. These projects exemplify NORD/LB’s commitment to supporting grid stability and the energy transition through innovative financing solutions.
With a strong presence in the North American market, Brandon has also contributed to discussions on risk investment management in energy storage, providing valuable insights into the evolving landscape of renewable energy financing.
About Modo Energy
Modo Energy helps the owners, operators, builders, and finan…
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Securing debt for battery energy storage with Brandon Faber (Director @ NORD/LB)
27 februari 2025 · 38 min
Raising capital is one of the biggest challenges in the energy storage industry today. While banks and institutional investors are providing more financing than ever, securing debt for battery projects still comes with complexities - especially when dealing with merchant risk. Lees meer
So, how are lenders evaluating storage projects, and what does it take to get a deal across the line?
This week on Transmission, Quentin is joined by Brandon Faber (Director at NORD/LB) - to discuss the evolving landscape of battery energy storage financing.
With experience structuring large-scale energy deals, including the Goleta and Papago Storage Projects, Brandon provides a deep dive into how banks assess risk, the role of tolling agreements, and the future of debt financing for grid-scale storage.
In this episode, you’ll learn about:
How banks evaluate and structure financing for energy storage projects.
The role of tolling agreements and why they matter for securing debt.
Why some projects secure financing while others struggle.
How merchant risk is priced into energy storage lending.
The future of institutional investment in battery storage.
About our guest
Brandon Faber serves as a Director at NORD/LB, a German bank known for its active role in financing renewable energy projects, particularly battery energy storage systems (BESS).
Brandon’s expertise lies in structuring and managing financing for large-scale energy projects, including the Goleta Energy Storage Project in California and the Papago Storage Project in Arizona. These projects exemplify NORD/LB’s commitment to supporting grid stability and the energy transition through innovative financing solutions.
With a strong presence in the North American market, Brandon has also contributed to discussions on risk investment management in energy storage, providing valuable insights into the evolving landscape of renewable energy financing.
About Modo Energy
Modo Energy helps the owners, operators, builders, and finan…
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Sodium-ion batteries with Neil Kidner (Co-Founder and CSO @ Adena Power)
21 februari 2025 · 36 min
Sodium-ion batteries are at a critical moment of commercialization. With challenges in the lithium-ion supply chains, alternative battery chemistries are gaining attention. Could sodium-based solid-state batteries provide a safer, more sustainable path for large-scale grid storage? With low cost and readily available materials, sodium-ion technology could be a huge competitor. Lees meer
This week, Quentin Scrimshire is joined by Dr. Neil Kidner, Co-Founder and Chief Scientific Officer at Adena Power, to discuss why sodium-based solid-state batteries could be a game-changer for energy storage. With a background in materials science and decades of experience in advanced battery technologies, Neil explains how Adena Power is pioneering sodium-based solutions, the key differences from lithium-ion, and what the future holds for alternative battery chemistries.
In this episode, we’ll cover:
Why sodium-based solid-state batteries could be a safer and more sustainable alternative to lithium-ion.
The challenges of lithium-ion supply chains and the potential for domestic alternatives.
How Adena Power is developing high-temperature sodium-based battery technology.
The role of alternative battery chemistries in long-duration energy storage.
What investors and policymakers should consider when looking beyond lithium-ion.
About our Guest
Dr. Neil Kidner leads the scientific and technological development at Adena Power, focusing on innovative sodium-based solid-state batteries designed for safer and more efficient grid energy storage. With a Ph.D. in Materials Science and over 15 years of experience in product development, Neil has been instrumental in advancing alternative battery technologies that utilize abundant materials like sodium and aluminum. His work at Adena Power builds on years of research in solid-state electrochemistry, with a focus on commercializing next-generation battery storage solutions.
For more information on Adena Power, check out their website.
About Mod…
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Sodium-ion batteries with Neil Kidner (Co-Founder and CSO @ Adena Power)
21 februari 2025 · 36 min
Sodium-ion batteries are at a critical moment of commercialization. With challenges in the lithium-ion supply chains, alternative battery chemistries are gaining attention. Could sodium-based solid-state batteries provide a safer, more sustainable path for large-scale grid storage? With low cost and readily available materials, sodium-ion technology could be a huge competitor. Lees meer
This week, Quentin Scrimshire is joined by Dr. Neil Kidner, Co-Founder and Chief Scientific Officer at Adena Power, to discuss why sodium-based solid-state batteries could be a game-changer for energy storage. With a background in materials science and decades of experience in advanced battery technologies, Neil explains how Adena Power is pioneering sodium-based solutions, the key differences from lithium-ion, and what the future holds for alternative battery chemistries.
In this episode, we’ll cover:
Why sodium-based solid-state batteries could be a safer and more sustainable alternative to lithium-ion.
The challenges of lithium-ion supply chains and the potential for domestic alternatives.
How Adena Power is developing high-temperature sodium-based battery technology.
The role of alternative battery chemistries in long-duration energy storage.
What investors and policymakers should consider when looking beyond lithium-ion.
About our Guest
Dr. Neil Kidner leads the scientific and technological development at Adena Power, focusing on innovative sodium-based solid-state batteries designed for safer and more efficient grid energy storage. With a Ph.D. in Materials Science and over 15 years of experience in product development, Neil has been instrumental in advancing alternative battery technologies that utilize abundant materials like sodium and aluminum. His work at Adena Power builds on years of research in solid-state electrochemistry, with a focus on commercializing next-generation battery storage solutions.
For more information on Adena Power, check out their website.
About Mod…
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Advanced battery analytics with Shyam Srinivasan (CEO and Co-Founder of Zitara Technologies)
13 februari 2025 · 34 min
Accurately measuring a battery’s state of charge might seem like a simple task, but small errors can have huge financial consequences. Lees meer
From base point deviations to inaccurate market bids, asset owners are leaving money on the table due to imprecise battery management systems. Could better software and real-time analytics unlock greater returns?
This week, Quentin is joined by Shyam Srinivasan, CEO and Co-Founder of Zitara Technologies, to discuss how advanced battery analytics can improve accuracy, longevity, and revenue certainty for energy storage owners.
With a background in cutting-edge hardware and software solutions—including time at Nest—Shyam explains why state-of-charge miscalculations are so common, how the shift to LFP chemistry has created new challenges, and why the industry needs a fundamental rethink of battery monitoring and control.
In this episode, you’ll hear about:
Why OEM battery management systems can be off by 20-30% during discharge.
How inaccurate state-of-charge readings impact market participation and revenues.
The challenges of managing LFP batteries compared to previous chemistries.
Why Zitara focuses on real-time edge computing instead of cloud analytics.
What asset owners should demand in their procurement contracts to ensure better data access.
About Shyam Srinivasan
Shyam Srinivasan is the CEO and Co-Founder of Zitara Technologies, a company specializing in advanced battery analytics and real-time edge monitoring for grid-scale storage. With a background in both hardware and software engineering, he previously worked at Nest, helping develop intelligent home automation solutions before pivoting to energy storage. At Zitara, Shyam and his team focus on optimizing battery performance, ensuring greater accuracy in state-of-charge measurements, and helping asset owners maximize profitability through smarter energy management.
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Advanced battery analytics with Shyam Srinivasan (CEO and Co-Founder of Zitara Technologies)
13 februari 2025 · 34 min
Accurately measuring a battery’s state of charge might seem like a simple task, but small errors can have huge financial consequences. Lees meer
From base point deviations to inaccurate market bids, asset owners are leaving money on the table due to imprecise battery management systems. Could better software and real-time analytics unlock greater returns?
This week, Quentin is joined by Shyam Srinivasan, CEO and Co-Founder of Zitara Technologies, to discuss how advanced battery analytics can improve accuracy, longevity, and revenue certainty for energy storage owners.
With a background in cutting-edge hardware and software solutions—including time at Nest—Shyam explains why state-of-charge miscalculations are so common, how the shift to LFP chemistry has created new challenges, and why the industry needs a fundamental rethink of battery monitoring and control.
In this episode, you’ll hear about:
Why OEM battery management systems can be off by 20-30% during discharge.
How inaccurate state-of-charge readings impact market participation and revenues.
The challenges of managing LFP batteries compared to previous chemistries.
Why Zitara focuses on real-time edge computing instead of cloud analytics.
What asset owners should demand in their procurement contracts to ensure better data access.
About Shyam Srinivasan
Shyam Srinivasan is the CEO and Co-Founder of Zitara Technologies, a company specializing in advanced battery analytics and real-time edge monitoring for grid-scale storage. With a background in both hardware and software engineering, he previously worked at Nest, helping develop intelligent home automation solutions before pivoting to energy storage. At Zitara, Shyam and his team focus on optimizing battery performance, ensuring greater accuracy in state-of-charge measurements, and helping asset owners maximize profitability through smarter energy management.
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Understanding commodity markets with Campbell Faulkner (OTC Global Holdings)
6 februari 2025 · 1 uur 6 min
Commodity markets are often misunderstood—opaque, complex, and heavily influenced by regulation, liquidity constraints, and global supply chains. But what role do interdealer brokers play in facilitating large-scale transactions and ensuring market stability? Lees meer
This week, Quentin Scrimshire is joined by Campbell Faulkner, Senior Vice President and Chief Data Analyst at OTC Global Holdings. With decades of experience in commodity trading, market structure, and risk management, Campbell shares his insights on the shifting role of interdealers, the impact of market regulation, and the trends shaping global energy and power trading.
In this episode, Q and Campbell discuss:
The role of interdealer brokers in facilitating large commodity transactions.
How market liquidity, volatility, and regulation shape trading strategies.
Why over-the-counter markets remain critical for managing risk in energy and commodities.
The impact of electrification and data center growth on power markets.
And Campbell’s contrarian take on the future of net-zero policies and energy infrastructure.
About Campbell Faulkner
Campbell Faulkner is the Senior Vice President and Chief Data Analyst at OTC Global Holdings, the world’s largest independent interdealer broker in commodities. With a background in market structure, quantitative modeling, and risk management, Campbell has been instrumental in developing analytics-driven solutions for energy and commodity trading.
Over his career, he has worked closely with hedge funds, utilities, and oil majors, providing insights into market liquidity, volatility, and regulatory trends. Today, he leads the market data division at OTC Global Holdings, ensuring traders have the intelligence needed to navigate an increasingly complex financial landscape.
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Understanding commodity markets with Campbell Faulkner (OTC Global Holdings)
6 februari 2025 · 1 uur 6 min
Commodity markets are often misunderstood—opaque, complex, and heavily influenced by regulation, liquidity constraints, and global supply chains. But what role do interdealer brokers play in facilitating large-scale transactions and ensuring market stability? Lees meer
This week, Quentin Scrimshire is joined by Campbell Faulkner, Senior Vice President and Chief Data Analyst at OTC Global Holdings. With decades of experience in commodity trading, market structure, and risk management, Campbell shares his insights on the shifting role of interdealers, the impact of market regulation, and the trends shaping global energy and power trading.
In this episode, Q and Campbell discuss:
The role of interdealer brokers in facilitating large commodity transactions.
How market liquidity, volatility, and regulation shape trading strategies.
Why over-the-counter markets remain critical for managing risk in energy and commodities.
The impact of electrification and data center growth on power markets.
And Campbell’s contrarian take on the future of net-zero policies and energy infrastructure.
About Campbell Faulkner
Campbell Faulkner is the Senior Vice President and Chief Data Analyst at OTC Global Holdings, the world’s largest independent interdealer broker in commodities. With a background in market structure, quantitative modeling, and risk management, Campbell has been instrumental in developing analytics-driven solutions for energy and commodity trading.
Over his career, he has worked closely with hedge funds, utilities, and oil majors, providing insights into market liquidity, volatility, and regulatory trends. Today, he leads the market data division at OTC Global Holdings, ensuring traders have the intelligence needed to navigate an increasingly complex financial landscape.
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Battery Storage in the Northeast, PJM & NYISO with Paul Reed (CEO & Founder @ RSunrise Energy)
30 januari 2025 · 41 min
The Northeast has long been one of the most complex regions for battery storage development in the U.S. While Texas and California have surged ahead, PJM and NYISO have struggled with slow interconnection processes, shifting policy landscapes, and unpredictable market signals. But is that starting to change? Lees meer
This week, Quentin is joined by Paul Reed, Founder and CEO of RSunrise Energy, to discuss why he believes the Northeast is primed for a battery storage resurgence. With deep experience in PJM and a track record of navigating regulatory and market challenges, Paul shares insights on the impact of queue reform, the opportunities emerging from distressed assets, and why state-level incentives are creating a new wave of investment.
Over the course of the episode, they discuss:
How queue reform is reshaping storage development in PJM and NYISO.
The impact of rising capacity prices and why 2025 is a key inflection point.
The role of federal and state incentives in making battery projects financeable.
What developers need to know about securing grid connections and revenue certainty.
Why Paul believes the Northeast is the next big opportunity for storage growth.
About our Guest
Paul Reed is the Founder and CEO of RSunrise Energy, a development firm focused on battery storage projects in PJM and the Northeast. With nearly a decade of experience in demand response, behind-the-meter storage, and grid-scale development, Paul has played a key role in advancing energy storage in some of the most challenging markets in the U.S. Today, he is focused on building out a portfolio of storage projects that will help drive the next phase of grid modernization in the Northeast. Find Paul on LinkedIn.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the…
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Battery Storage in the Northeast, PJM & NYISO with Paul Reed (CEO & Founder @ RSunrise Energy)
30 januari 2025 · 41 min
The Northeast has long been one of the most complex regions for battery storage development in the U.S. While Texas and California have surged ahead, PJM and NYISO have struggled with slow interconnection processes, shifting policy landscapes, and unpredictable market signals. But is that starting to change? Lees meer
This week, Quentin is joined by Paul Reed, Founder and CEO of RSunrise Energy, to discuss why he believes the Northeast is primed for a battery storage resurgence. With deep experience in PJM and a track record of navigating regulatory and market challenges, Paul shares insights on the impact of queue reform, the opportunities emerging from distressed assets, and why state-level incentives are creating a new wave of investment.
Over the course of the episode, they discuss:
How queue reform is reshaping storage development in PJM and NYISO.
The impact of rising capacity prices and why 2025 is a key inflection point.
The role of federal and state incentives in making battery projects financeable.
What developers need to know about securing grid connections and revenue certainty.
Why Paul believes the Northeast is the next big opportunity for storage growth.
About our Guest
Paul Reed is the Founder and CEO of RSunrise Energy, a development firm focused on battery storage projects in PJM and the Northeast. With nearly a decade of experience in demand response, behind-the-meter storage, and grid-scale development, Paul has played a key role in advancing energy storage in some of the most challenging markets in the U.S. Today, he is focused on building out a portfolio of storage projects that will help drive the next phase of grid modernization in the Northeast. Find Paul on LinkedIn.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the…
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Synchronous compensators and grid Stability with Guy Nicholson (Head of Grid Integration UK @ Statkraft)
23 januari 2025 · 51 min
Grid stability is becoming increasingly complex with the growing integration of renewable energy sources. Unlike traditional power generation, wind and solar lack the inherent inertia needed to maintain a stable grid. Enter technologies like synchronous compensators: advanced spinning machines that deliver the critical inertia required to balance the grid and ensure a reliable power supply. Leading the charge in addressing these challenges are initiatives such as the Stability Pathfinders, which are driving innovative solutions to safeguard grid stability in a renewable-driven future. Lees meer
In today’s episode, Guy Nicholson, Head of Grid Integration UK at Statkraft, joins Ed Porter to explore the topic of grid stability, synchronous compensators and more. Over the conversation they discuss:
Grid stability challenges - the importance of inertia and the challenges when transitioning to inverter-based resources.
The difference between inertial response vs. battery-based frequency response.
An introduction to National Grid's Stability Pathfinder program and Statkrafts involvement in phase 1.
Synchronous compensators and how they work to provide artificial inertia.
The importance of system strength in managing inverter-based resources.
About our Guest
Guy Nicholson is responsible for grid integration at Statkraft in the UK with 33 years of experience in renewable energy including wind turbine design, project development, grid integration, electrical engineering of projects, project development and regulatory policy.
StatKraft is Europe’s largest renewable energy producer and a global company in energy market operations ,developing and operating renewable energy assets, as well as buying and selling energy.
For more information on what Statkraft do, check out their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and f…
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Synchronous compensators and grid Stability with Guy Nicholson (Head of Grid Integration UK @ Statkraft)
23 januari 2025 · 51 min
Grid stability is becoming increasingly complex with the growing integration of renewable energy sources. Unlike traditional power generation, wind and solar lack the inherent inertia needed to maintain a stable grid. Enter technologies like synchronous compensators: advanced spinning machines that deliver the critical inertia required to balance the grid and ensure a reliable power supply. Leading the charge in addressing these challenges are initiatives such as the Stability Pathfinders, which are driving innovative solutions to safeguard grid stability in a renewable-driven future. Lees meer
In today’s episode, Guy Nicholson, Head of Grid Integration UK at Statkraft, joins Ed Porter to explore the topic of grid stability, synchronous compensators and more. Over the conversation they discuss:
Grid stability challenges - the importance of inertia and the challenges when transitioning to inverter-based resources.
The difference between inertial response vs. battery-based frequency response.
An introduction to National Grid's Stability Pathfinder program and Statkrafts involvement in phase 1.
Synchronous compensators and how they work to provide artificial inertia.
The importance of system strength in managing inverter-based resources.
About our Guest
Guy Nicholson is responsible for grid integration at Statkraft in the UK with 33 years of experience in renewable energy including wind turbine design, project development, grid integration, electrical engineering of projects, project development and regulatory policy.
StatKraft is Europe’s largest renewable energy producer and a global company in energy market operations ,developing and operating renewable energy assets, as well as buying and selling energy.
For more information on what Statkraft do, check out their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and f…
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Grid connections and connections reform with Catherine Cleary and Joe Colebrook
16 januari 2025 · 50 min
Connecting renewable projects to the grid is often a technical and administrative labyrinth, with long wait times for connection approval and the deadline of clean power by 2030 fast approaching - time is of the essence. Today we explore the challenges of integrating projects, from local distribution networks to large-scale transmission systems, and highlights the pivotal role of reforms and collaboration in ensuring the UK meets its energy goals. Lees meer
Catherine Cleary, Specialist Connections Engineer at Roadnight Taylor and Joe Colebrook Head of Grid Connections at Innova join Ed Porter for today’s episode. Over the course of the conversation, they discuss:
The grid connection process from both a commercial and an engineering perspective.
Exploration of different approaches between transmission and distribution networks.
What an ideal outcome for connections reform might look like.
An introduction to the ‘connection pots’ concept in the Clean Power 2030 plan.
Exemptions, long-term planning and an exploration of the process for amending existing connection agreements.
And much, much more.
About our Guests
Catherine Cleary – Specialist Connections Engineer at Roadnight Taylor.
Catherine brings expertise in the technical, commercial, and regulatory aspects of grid connections at both distribution and transmission levels. With experience analyzing over 500 projects, her deep knowledge of grid codes, constraints, and connection innovations ensures clients achieve safe, cost-effective outcomes.
Roadnight Taylor is a leading consultancy dedicated to achieving timely grid connections, at least cost and risk, to the GB electricity networks. With a focus on decarbonisation and economic growth, in their effort to deploy smart and affordable network solutions.
Joe Colebrook - Head of Grid Connections at Innova.
Joe holds years of experience in grid connections and has helped develop a strong pipeline of solar and energy storage assets, including co-located sites.
Inn…
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Grid connections and connections reform with Catherine Cleary and Joe Colebrook
16 januari 2025 · 50 min
Connecting renewable projects to the grid is often a technical and administrative labyrinth, with long wait times for connection approval and the deadline of clean power by 2030 fast approaching - time is of the essence. Today we explore the challenges of integrating projects, from local distribution networks to large-scale transmission systems, and highlights the pivotal role of reforms and collaboration in ensuring the UK meets its energy goals. Lees meer
Catherine Cleary, Specialist Connections Engineer at Roadnight Taylor and Joe Colebrook Head of Grid Connections at Innova join Ed Porter for today’s episode. Over the course of the conversation, they discuss:
The grid connection process from both a commercial and an engineering perspective.
Exploration of different approaches between transmission and distribution networks.
What an ideal outcome for connections reform might look like.
An introduction to the ‘connection pots’ concept in the Clean Power 2030 plan.
Exemptions, long-term planning and an exploration of the process for amending existing connection agreements.
And much, much more.
About our Guests
Catherine Cleary – Specialist Connections Engineer at Roadnight Taylor.
Catherine brings expertise in the technical, commercial, and regulatory aspects of grid connections at both distribution and transmission levels. With experience analyzing over 500 projects, her deep knowledge of grid codes, constraints, and connection innovations ensures clients achieve safe, cost-effective outcomes.
Roadnight Taylor is a leading consultancy dedicated to achieving timely grid connections, at least cost and risk, to the GB electricity networks. With a focus on decarbonisation and economic growth, in their effort to deploy smart and affordable network solutions.
Joe Colebrook - Head of Grid Connections at Innova.
Joe holds years of experience in grid connections and has helped develop a strong pipeline of solar and energy storage assets, including co-located sites.
Inn…
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BESS Revenues and Crypto's Surge in Demand Response with Ali Karimian (Market Optimization Director @ GridBeyond)
9 januari 2025 · 41 min
Energy grids, markets and regulatory landscapes are evolving fast. The strategies used by BESS operators must be dynamic, as operators face a maze of regional markets, shifting policies, and cutting-edge technologies. In this episode Ali Karimian, Market Optimization Director at GridBeyond joins Quentin to explore the challenges and opportunities in markets like ERCOT, California, PJM, shedding light on critical developments such as PJM’s recent capacity market overhaul and the surge in demand response programs across the country. Ali also shares insight into the role of cryptocurrency miners in energy markets, and where these unconventional players are proving vital for grid stability and unlocking new revenue streams. Lees meer
Over the course of the conversation, Quentin and Ali discuss:
The differences between some of the most prominent markets for BESS in the United States, including ERCOT, CAISO and PJM.
The current landscape shaping market attractiveness for battery operations.
Policy & regulatory changes affecting ISO’s including changes to ERCOT's ancillary services framework, PJM capacity market dynamics and continual updates for CAISO.
The rise of crypto miners in energy markets and what characteristics make them suitable for supporting grid stability.
Strategies enabling crypto miners to lower effective power costs.
About our guest
GridBeyond aim to unlock the potential of energy assets, driving sustainability, resilience, and affordability towards a zero-carbon future. Their technology optimizes utility-scale renewable generation, battery storage, and industrial loads by intelligently dispatching flexibility into the right market at the right time. Enabling asset owners and energy consumers to unlock new revenues, enhance resilience, manage price volatility, and support the transition to net zero. For more information on GridBeyond - head to their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy…
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BESS Revenues and Crypto's Surge in Demand Response with Ali Karimian (Market Optimization Director @ GridBeyond)
9 januari 2025 · 41 min
Energy grids, markets and regulatory landscapes are evolving fast. The strategies used by BESS operators must be dynamic, as operators face a maze of regional markets, shifting policies, and cutting-edge technologies. In this episode Ali Karimian, Market Optimization Director at GridBeyond joins Quentin to explore the challenges and opportunities in markets like ERCOT, California, PJM, shedding light on critical developments such as PJM’s recent capacity market overhaul and the surge in demand response programs across the country. Ali also shares insight into the role of cryptocurrency miners in energy markets, and where these unconventional players are proving vital for grid stability and unlocking new revenue streams. Lees meer
Over the course of the conversation, Quentin and Ali discuss:
The differences between some of the most prominent markets for BESS in the United States, including ERCOT, CAISO and PJM.
The current landscape shaping market attractiveness for battery operations.
Policy & regulatory changes affecting ISO’s including changes to ERCOT's ancillary services framework, PJM capacity market dynamics and continual updates for CAISO.
The rise of crypto miners in energy markets and what characteristics make them suitable for supporting grid stability.
Strategies enabling crypto miners to lower effective power costs.
About our guest
GridBeyond aim to unlock the potential of energy assets, driving sustainability, resilience, and affordability towards a zero-carbon future. Their technology optimizes utility-scale renewable generation, battery storage, and industrial loads by intelligently dispatching flexibility into the right market at the right time. Enabling asset owners and energy consumers to unlock new revenues, enhance resilience, manage price volatility, and support the transition to net zero. For more information on GridBeyond - head to their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy…
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Introduction to the Australian National Electricity Market with Alex Leemon
18 december 2024 · 35 min
The National Electricity System or NEM, is Australia’s largest energy market and one of the largest interconnected electricity systems in the world, delivering around 80% of all electricity consumption in Australia. As Australia transitions toward a renewable emission-free system, the market must adapt to changes in electricity generation and emerging technologies. This episode takes a look at the state of renewable penetration in Australia, an overview of the largest market in the country, what the current state of battery buildout looks like, and the challenges facing the system. Lees meer
In our first Australian market focused episode, Alex Leemon joins Wendel Hortop. Throughout the conversation, they discuss:
The differences in renewable adoption across individual states in Australia.
Overview of the National Electricity Market (NEM) and Australias other grids, as well as the Australian Energy Market Operators (AEMO) role in managing system stability.
A look at the existing 2.1GW installed battery capacity in the NEM and what the future pipeline looks like.
Challenges facing the country including, constraints, congestion and minimum system demand challenges due to rooftop solar adoption.
How recent market events are shaping AEMO’s actions to help maintain system reliability during peak demand.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.
All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work. For more…
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Introduction to the Australian National Electricity Market with Alex Leemon
18 december 2024 · 35 min
The National Electricity System or NEM, is Australia’s largest energy market and one of the largest interconnected electricity systems in the world, delivering around 80% of all electricity consumption in Australia. As Australia transitions toward a renewable emission-free system, the market must adapt to changes in electricity generation and emerging technologies. This episode takes a look at the state of renewable penetration in Australia, an overview of the largest market in the country, what the current state of battery buildout looks like, and the challenges facing the system. Lees meer
In our first Australian market focused episode, Alex Leemon joins Wendel Hortop. Throughout the conversation, they discuss:
The differences in renewable adoption across individual states in Australia.
Overview of the National Electricity Market (NEM) and Australias other grids, as well as the Australian Energy Market Operators (AEMO) role in managing system stability.
A look at the existing 2.1GW installed battery capacity in the NEM and what the future pipeline looks like.
Challenges facing the country including, constraints, congestion and minimum system demand challenges due to rooftop solar adoption.
How recent market events are shaping AEMO’s actions to help maintain system reliability during peak demand.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.
All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work. For more…
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Hydropower and long-duration energy storage with Kate Gilmartin (CEO @ The British Hydropower Association)
12 december 2024 · 38 min
Hydropower is a renewable, reliable source of energy that consistently meets peak demand while also offering long-duration, high-capacity storage and generation solutions for Great Britain. From tidal range systems to pumped hydro, hydropower encompasses a range of proven technologies with predictable performance and a track record of durability. The question now is: what must change to fully harness the potential of these invaluable energy assets? Lees meer
In this episode, Kate Gilmartin, Chief Executive at the British Hydropower Association, joins Ed to discuss the different types of hydropower and the role of this technology in long duration energy storage. Over the course of the conversation, they discuss:
The differences between the different hydropower technologies.
The evolving role of pumped hydro with the rise of renewable energy sources.
Importance of the technology in local energy solutions and grid resilience.
Exploration of the challenges in developing new pumped hydro projects, including investment and planning hurdles.
How the cap and floor mechanism provides a potential solution for investment security.
About our guest
The British Hydropower Association (BHA) is the leading trade membership association solely representing the interests of the UK hydropower industry. Striving to ensure that the full potential and associated economic and community benefits are fully realised, the BHA is open to all types of organizations, with the aim of driving growth in the sector by engaging, influencing and promoting hydropower, tidal range and pumped storage hydro as proven, reliable, renewable power, providing critical infrastructure for achieving net zero and energy security. For more information on what the BHA do, check out their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy s…
-
Hydropower and long-duration energy storage with Kate Gilmartin (CEO @ The British Hydropower Association)
12 december 2024 · 38 min
Hydropower is a renewable, reliable source of energy that consistently meets peak demand while also offering long-duration, high-capacity storage and generation solutions for Great Britain. From tidal range systems to pumped hydro, hydropower encompasses a range of proven technologies with predictable performance and a track record of durability. The question now is: what must change to fully harness the potential of these invaluable energy assets? Lees meer
In this episode, Kate Gilmartin, Chief Executive at the British Hydropower Association, joins Ed to discuss the different types of hydropower and the role of this technology in long duration energy storage. Over the course of the conversation, they discuss:
The differences between the different hydropower technologies.
The evolving role of pumped hydro with the rise of renewable energy sources.
Importance of the technology in local energy solutions and grid resilience.
Exploration of the challenges in developing new pumped hydro projects, including investment and planning hurdles.
How the cap and floor mechanism provides a potential solution for investment security.
About our guest
The British Hydropower Association (BHA) is the leading trade membership association solely representing the interests of the UK hydropower industry. Striving to ensure that the full potential and associated economic and community benefits are fully realised, the BHA is open to all types of organizations, with the aim of driving growth in the sector by engaging, influencing and promoting hydropower, tidal range and pumped storage hydro as proven, reliable, renewable power, providing critical infrastructure for achieving net zero and energy security. For more information on what the BHA do, check out their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy s…
-
Global battery markets with Iola Hughes (Head of Research @ Rho Motion)
5 december 2024 · 43 min
The global battery energy storage market is undergoing rapid transformation. The decline in cell prices, fueled by fluctuations in lithium costs, has seen a surge in battery production, particularly in regions like China. However, the potential introduction of tariffs on U.S. manufacturers highlights the challenges of navigating the balance between global supply chains and domestic production. Lees meer
While lithium-based technologies continue to dominate, emerging alternatives such as sodium-ion and flow batteries offer distinct benefits and challenges. As the sector evolves, the question arises: What does the future costs and demand for battery energy storage look like?
Iola Hughes, Head of Research at Rho Motion joins Ed Porter for today’s episode. Over the conversation, they discuss:
The dramatic drop in cell prices and the concept of tiered battery quality and its impact on pricing.
Manufacturing costs in China versus the U.S. and what impacts tariffs on U.S. battery imports and potential stakeholder strategies.
The challenges facing European battery manufacturers with the recent news from Northvolt.
Sodium-ion battery technology and its potential applications compared to LFP cells.
An overview of global battery demand, with a focus on EV’s vs the growing stationary storage market.
Mentioned in the episode
Iron Air Storage with David Hill (Form Energy)
Vanadium Flow Batteries with Matt Harper (Invinity Energy Systems)
About our guest
Rho Motion aim to deliver a complete picture of battery demand, including motors and systems, charging and infrastructure, energy stationary storage, battery recycling and the wider energy and renewables markets. Providing research and consultancy services - they cover a global market.
For more information on what Rho Motion do, head to their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operator…
-
Global battery markets with Iola Hughes (Head of Research @ Rho Motion)
5 december 2024 · 43 min
The global battery energy storage market is undergoing rapid transformation. The decline in cell prices, fueled by fluctuations in lithium costs, has seen a surge in battery production, particularly in regions like China. However, the potential introduction of tariffs on U.S. manufacturers highlights the challenges of navigating the balance between global supply chains and domestic production. Lees meer
While lithium-based technologies continue to dominate, emerging alternatives such as sodium-ion and flow batteries offer distinct benefits and challenges. As the sector evolves, the question arises: What does the future costs and demand for battery energy storage look like?
Iola Hughes, Head of Research at Rho Motion joins Ed Porter for today’s episode. Over the conversation, they discuss:
The dramatic drop in cell prices and the concept of tiered battery quality and its impact on pricing.
Manufacturing costs in China versus the U.S. and what impacts tariffs on U.S. battery imports and potential stakeholder strategies.
The challenges facing European battery manufacturers with the recent news from Northvolt.
Sodium-ion battery technology and its potential applications compared to LFP cells.
An overview of global battery demand, with a focus on EV’s vs the growing stationary storage market.
Mentioned in the episode
Iron Air Storage with David Hill (Form Energy)
Vanadium Flow Batteries with Matt Harper (Invinity Energy Systems)
About our guest
Rho Motion aim to deliver a complete picture of battery demand, including motors and systems, charging and infrastructure, energy stationary storage, battery recycling and the wider energy and renewables markets. Providing research and consultancy services - they cover a global market.
For more information on what Rho Motion do, head to their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operator…
-
Breaking down battery recycling with William Bergh (CEO @Cling Systems)
28 november 2024 · 43 min
In today’s world, environmental degradation, resource depletion, and growing waste generation are clear indicators that the conventional linear economy is not sustainable. Battery storage systems, however, present a unique opportunity for change. Their materials are highly recyclable and this value can be extracted either through material recovery or second-life applications. However significant challenges remain in the recycling process. Lees meer
Transitioning batteries into a circular economy is essential for long-term sustainability. While recycling technology exists, the biggest hurdles include ensuring a steady supply of used batteries and establishing efficient connections between suppliers and recyclers. Scaling operations is also critical. Only by increasing the volume of recycled materials can costs be reduced, making the process both economically viable and environmentally impactful.
William Bergh, CEO at Cling Systems, joins Quentin to discuss the challenges in battery recycling. Over the course of the conversation, they discuss:
What the physical process of material separation and recycling process looks like.
The current state of the recycling market and a look at the supply chain for it.
The complexities of battery recycling and the role Cling plays in facilitating these processes.
Regional differences and challenges in the global battery recycling market.
The importance of data availability in allowing the efficient recycling and repurposing of batteries.
About our guest
By streamlining procurement and removing market frictions, Cling's circular platform helps both battery repurposers to build safe and cost effective second life energy systems, and battery recyclers to produce new recycled raw material.
Cling Systems are ensuring batteries are effectively directed to their best use —whether for second life and recycling or by leveraging strategic off-take agreements and a global network. Cling have made it their mission to offer a sustainable framew…
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Breaking down battery recycling with William Bergh (CEO @ Cling Systems)
28 november 2024 · 43 min
In today’s world, environmental degradation, resource depletion, and growing waste generation are clear indicators that the conventional linear economy is not sustainable. Battery storage systems, however, present a unique opportunity for change. Their materials are highly recyclable and this value can be extracted either through material recovery or second-life applications. However significant challenges remain in the recycling process. Lees meer
Transitioning batteries into a circular economy is essential for long-term sustainability. While recycling technology exists, the biggest hurdles include ensuring a steady supply of used batteries and establishing efficient connections between suppliers and recyclers. Scaling operations is also critical. Only by increasing the volume of recycled materials can costs be reduced, making the process both economically viable and environmentally impactful.
William Bergh, CEO at Cling Systems, joins Quentin to discuss the challenges in battery recycling. Over the course of the conversation, they discuss:
What the physical process of material separation and recycling process looks like.
The current state of the recycling market and a look at the supply chain for it.
The complexities of battery recycling and the role Cling plays in facilitating these processes.
Regional differences and challenges in the global battery recycling market.
The importance of data availability in allowing the efficient recycling and repurposing of batteries.
About our guest
By streamlining procurement and removing market frictions, Cling's circular platform helps both battery repurposers to build safe and cost effective second life energy systems, and battery recyclers to produce new recycled raw material.
Cling Systems are ensuring batteries are effectively directed to their best use —whether for second life and recycling or by leveraging strategic off-take agreements and a global network. Cling have made it their mission to offer a sustainable framew…
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What P415 means for flexibility with Paul Troughton (Senior Director of Regulatory Affairs @ Enel X)
21 november 2024 · 39 min
The introduction of balancing settlement code modification P415 aims to open up wholesale markets to all types of flexibility, decreasing barriers to entry for independent aggregators by allowing participation beyond a consumer’s licensed electricity supplier. Lees meer
Energy consumers that can be flexible with usage, do not currently see any value from their actions, except through their licensed electricity supplier, who not offer demand response services. The introduction of P415 will enable flexible consumers to appoint an independent aggregator, allowing participants of demand side response to enter into the wholesale energy markets and incentivize increased consumer participation.
In today’s episode, Paul Troughton - Senior Director of Regulatory Affairs at Enel X joins Ed to discuss the code change that he put forward. Over the conversation, they discuss:
Introduction to P415 and the roles of independent aggregators and virtual trading parties.
How demand response works, particularly for commercial and industrial users.
Challenges of demand response, supplier compensation and the importance of accurate baselining.
The potential impact of P415 and the accessibility it opens up to wholesale markets.
The future of demand side response in Great Britain.
About our guest
Enel X is dedicated to helping some of the world’s largest energy consumers protect electricity grid stability in the transition to renewable energy. Their core offerings are built around maximising the commercial and environmental rewards available from energy flexibility programme participation.
By optimising how and when energy is consumed, Enel X enables commercial and industrial scale energy users to extract value from the energy markets by leveraging their flexible energy assets in ways that support a greener, more stable and resilient electricity grid. For more information on what Enel X do, head to their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and …
-
What P415 means for flexibility with Paul Troughton (Senior Director of Regulatory Affairs @ Enel X)
21 november 2024 · 39 min
The introduction of balancing settlement code modification P415 aims to open up wholesale markets to all types of flexibility, decreasing barriers to entry for independent aggregators by allowing participation beyond a consumer’s licensed electricity supplier. Lees meer
Energy consumers that can be flexible with usage, do not currently see any value from their actions, except through their licensed electricity supplier, who not offer demand response services. The introduction of P415 will enable flexible consumers to appoint an independent aggregator, allowing participants of demand side response to enter into the wholesale energy markets and incentivize increased consumer participation.
In today’s episode, Paul Troughton - Senior Director of Regulatory Affairs at Enel X joins Ed to discuss the code change that he put forward. Over the conversation, they discuss:
Introduction to P415 and the roles of independent aggregators and virtual trading parties.
How demand response works, particularly for commercial and industrial users.
Challenges of demand response, supplier compensation and the importance of accurate baselining.
The potential impact of P415 and the accessibility it opens up to wholesale markets.
The future of demand side response in Great Britain.
About our guest
Enel X is dedicated to helping some of the world’s largest energy consumers protect electricity grid stability in the transition to renewable energy. Their core offerings are built around maximising the commercial and environmental rewards available from energy flexibility programme participation.
By optimising how and when energy is consumed, Enel X enables commercial and industrial scale energy users to extract value from the energy markets by leveraging their flexible energy assets in ways that support a greener, more stable and resilient electricity grid. For more information on what Enel X do, head to their website.
About Modo Energy
Modo Energy provides forecasts, benchmarking, data, and …