Transmission

How a battery gets optimised, from the moment a contract is signed to the millisecond a trade is placed, is still a black box for most people in the industry. Understanding that process is the difference between leaving money on the table and extracting maximum value from every asset.In this episode of Transmission, Ed Porter is joined by Fabrizio Fenu, Head of Business Development at EDF UK. They pull back the curtain on how battery optimisation actually works at scale: how assets are treated fairly across a large portfolio, why merchant, floor and tolling contracts suit different investors, what role AI and algorithms play on a live trading desk, and why co-located solar and battery projects are harder to finance than they look. Chapters00:00 Intro: Optimising 5GW01:18 EDF's Battery Business01:47 5GW Portfolio Scale02:25 From 50kW to Commercial04:44 Inside the Trading Floor06:22 Winning Big Battery Contracts08:01 Debt and Revenue Certainty09:21 Merchant vs Floor vs Toll11:05 Optimiser Market Consolidation13:39 AI in Energy Trading16:10 Energy Careers Advice17:57 Fair Asset Treatment19:25 Day-Ahead and Ancillary Markets22:45 Enduring Auction Capability Explained25:51 Intraday Pricing and Indexing28:37 Perfect Battery Asset Quickfire31:45 Co-location Solar and Battery35:12 Battery Retrofitting Explained36:21 Connection Reform and Scale37:37 Simplify the Energy Industry

How a battery gets optimised, from the moment a contract is signed to the millisecond a trade is placed, is still a black box for most people in the industry. Understanding that process is the difference between leaving money on the table and extracting maximum value from every asset.In this episode of Transmission, Ed Porter is joined by Fabrizio Fenu, Head of Business Development at EDF UK. They pull back the curtain on how battery optimisation actually works at scale: how assets are treated fairly across a large portfolio, why merchant, floor and tolling contracts suit different investors, what role AI and algorithms play on a live trading desk, and why co-located solar and battery projects are harder to finance than they look. Chapters00:00 Intro: Optimising 5GW01:18 EDF's Battery Business01:47 5GW Portfolio Scale02:25 From 50kW to Commercial04:44 Inside the Trading Floor06:22 Winning Big Battery Contracts08:01 Debt and Revenue Certainty09:21 Merchant vs Floor vs Toll11:05 Optimiser Market Consolidation13:39 AI in Energy Trading16:10 Energy Careers Advice17:57 Fair Asset Treatment19:25 Day-Ahead and Ancillary Markets22:45 Enduring Auction Capability Explained25:51 Intraday Pricing and Indexing28:37 Perfect Battery Asset Quickfire31:45 Co-location Solar and Battery35:12 Battery Retrofitting Explained36:21 Connection Reform and Scale37:37 Simplify the Energy Industry

The energy grid fails in silence, long before the lights go out. The real problem is that most of the infrastructure keeping the grid alive is inspected too slowly, too infrequently, and with sensors that drift. We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from simply seeing existing assets more clearly. Quantum sensing promises exactly that, and it is closer to deployment than most people realise.In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation, Quantum Technologies, and International Engagement at the Electric Power Research Institute (EPRI), to explore how quantum sensing technology could transform grid reliability, reduce costly downtime at nuclear plants, and reshape how we think about energy security, from US utilities to communities in sub-Saharan Africa.Chapters00:00 Seeing Problems Early01:53 EPRI's Mission03:34 Into Nuclear Innovation06:27 Quantum Technologies Overview09:15 How Quantum Sensors Work12:33 No-Drift Sensing Advantage15:34 Real World Applications22:21 Cutting Nuclear Downtime25:20 Utility Pilot Programs26:15 Quantum Meets AI32:29 Key Stakeholders for Quantum35:37 Nuclear in a Renewable Grid41:43 Modern Reactor Safety46:43 G20 Nuclear Summit48:43 Energy Access in Africa53:22 Contrarian Energy Take#Nuclear #QuantumTechnology #EnergyTransition #CleanEnergy #FutureOfEnergy

The energy grid fails in silence, long before the lights go out. The real problem is that most of the infrastructure keeping the grid alive is inspected too slowly, too infrequently, and with sensors that drift. We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from simply seeing existing assets more clearly. Quantum sensing promises exactly that, and it is closer to deployment than most people realise.In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation, Quantum Technologies, and International Engagement at the Electric Power Research Institute (EPRI), to explore how quantum sensing technology could transform grid reliability, reduce costly downtime at nuclear plants, and reshape how we think about energy security, from US utilities to communities in sub-Saharan Africa.Chapters00:00 Seeing Problems Early01:53 EPRI's Mission03:34 Into Nuclear Innovation06:27 Quantum Technologies Overview09:15 How Quantum Sensors Work12:33 No-Drift Sensing Advantage15:34 Real World Applications22:21 Cutting Nuclear Downtime25:20 Utility Pilot Programs26:15 Quantum Meets AI32:29 Key Stakeholders for Quantum35:37 Nuclear in a Renewable Grid41:43 Modern Reactor Safety46:43 G20 Nuclear Summit48:43 Energy Access in Africa53:22 Contrarian Energy Take#Nuclear #QuantumTechnology #EnergyTransition #CleanEnergy #FutureOfEnergy

New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule.In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.We explore:Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York's “cluster study” interconnection model with ERCOT's faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.A Modo Energy production.Music licensed via Artlist.Stock footage licensed via Pond5 (via Everly).This documentary is for informational purposes only and does not constitute investment advice.

New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule.In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.We explore:Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York's “cluster study” interconnection model with ERCOT's faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.A Modo Energy production.Music licensed via Artlist.Stock footage licensed via Pond5 (via Everly).This documentary is for informational purposes only and does not constitute investment advice.

The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty.In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025.Chapters00:00:03 Connection Reform Overview00:07:30 Gate Two Shakeout00:09:00 Solar M&A Activity00:13:30 Strategic Energy Planning00:18:30 Co-Located Solar Storage00:22:00 60GW Delivery Challenge00:24:30 EPC Workforce Gap00:28:30 CFD PPA Merchant Revenue00:33:00 Balcony Solar Growth00:37:47 Warm Homes Plan00:45:00 Future Solar Deployment Shift#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy

The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty.In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025.Chapters00:00:03 Connection Reform Overview00:07:30 Gate Two Shakeout00:09:00 Solar M&A Activity00:13:30 Strategic Energy Planning00:18:30 Co-Located Solar Storage00:22:00 60GW Delivery Challenge00:24:30 EPC Workforce Gap00:28:30 CFD PPA Merchant Revenue00:33:00 Balcony Solar Growth00:37:47 Warm Homes Plan00:45:00 Future Solar Deployment Shift#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy

AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast.Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time.In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth.Chapters- 00:00 Clean Energy Timing Problem- 02:03 AES Company Overview- 04:45 Battery Storage California- 06:38 ERCOT Duck Curve- 08:15 Solar Trading Blocks- 09:45 Battery Revenue Streams- 12:21 CAISO vs ERCOT Batteries- 14:25 Market Volatility Dynamics- 15:30 Offtake Agreements Explained- 17:21 Belfield 500MW Battery- 18:45 Biggest Trade Ever- 21:00 Wind Solar Portfolio Management- 22:14 24/7 Clean Energy Matching- 25:11 Renewable Coverage Pricing- 26:07 Nuclear Energy Outlook- 28:21 SMR Timeline Concerns- 30:56 Nuclear Submarine Stories- 34:52 Transmission Constraint Challenges- 38:19 Data Center Generation Gap- 40:05 AI Growth Inflection Point- 42:00 Battery Market Opportunity- 44:39 AI Prompt Engineering Careers- 46:14 Trading Desk Culture Shift- 48:29 Managing Young Traders- 50:10 Head of Trading Daily Routine- 51:08 Worst Trading Day Story- 53:24 AES Future Announcements- 54:55 Contrarian Energy Market Views#AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear

AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast.Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time.In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth.Chapters- 00:00 Clean Energy Timing Problem- 02:03 AES Company Overview- 04:45 Battery Storage California- 06:38 ERCOT Duck Curve- 08:15 Solar Trading Blocks- 09:45 Battery Revenue Streams- 12:21 CAISO vs ERCOT Batteries- 14:25 Market Volatility Dynamics- 15:30 Offtake Agreements Explained- 17:21 Belfield 500MW Battery- 18:45 Biggest Trade Ever- 21:00 Wind Solar Portfolio Management- 22:14 24/7 Clean Energy Matching- 25:11 Renewable Coverage Pricing- 26:07 Nuclear Energy Outlook- 28:21 SMR Timeline Concerns- 30:56 Nuclear Submarine Stories- 34:52 Transmission Constraint Challenges- 38:19 Data Center Generation Gap- 40:05 AI Growth Inflection Point- 42:00 Battery Market Opportunity- 44:39 AI Prompt Engineering Careers- 46:14 Trading Desk Culture Shift- 48:29 Managing Young Traders- 50:10 Head of Trading Daily Routine- 51:08 Worst Trading Day Story- 53:24 AES Future Announcements- 54:55 Contrarian Energy Market Views#AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear

The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets.In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time.Chapters- 00:00 - Introduction and connections reform recap- 01:44 - The 1,000GW grid queue crisis- 02:04 - Transmission versus distribution network access differences- 03:21 - Gate one and gate two grid offers explained- 04:06 - Current status of gate two notifications- 05:28 - Connection date uncertainty and timeline delays- 07:39 - September deadline for final grid offers- 09:15 - Co-location of batteries with solar projects- 11:42 - Why Ofgem removed batteries from solar schemes- 14:58 - Network capacity constraints and upgrade costs- 17:25 - Active network management and curtailment solutions- 20:33 - Distribution versus transmission network capacity planning- 23:47 - Industry response to battery removal decisions- 26:19 - The business case for solar-battery portfolios- 29:51 - Substation siting challenges and planning delays- 32:44 - National Grid's role in new infrastructure- 35:16 - Summer solar generation and negative prices- 38:16 - How solar projects price curtailment risk- 40:10 - Next steps for connections reform implementation- 42:02 - Critical path issues for 2030 delivery- 43:24 - Contrarian view: using existing networks better

The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets.In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time.Chapters- 00:00 - Introduction and connections reform recap- 01:44 - The 1,000GW grid queue crisis- 02:04 - Transmission versus distribution network access differences- 03:21 - Gate one and gate two grid offers explained- 04:06 - Current status of gate two notifications- 05:28 - Connection date uncertainty and timeline delays- 07:39 - September deadline for final grid offers- 09:15 - Co-location of batteries with solar projects- 11:42 - Why Ofgem removed batteries from solar schemes- 14:58 - Network capacity constraints and upgrade costs- 17:25 - Active network management and curtailment solutions- 20:33 - Distribution versus transmission network capacity planning- 23:47 - Industry response to battery removal decisions- 26:19 - The business case for solar-battery portfolios- 29:51 - Substation siting challenges and planning delays- 32:44 - National Grid's role in new infrastructure- 35:16 - Summer solar generation and negative prices- 38:16 - How solar projects price curtailment risk- 40:10 - Next steps for connections reform implementation- 42:02 - Critical path issues for 2030 delivery- 43:24 - Contrarian view: using existing networks better

Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events, wildfire scenarios, and load surges before they happen, fundamentally changing how the grid stays reliable.Alejandro De Diego speaks with Marcus Johansson, Senior Executive - Wildfire Mitigation, Digital Transformation, Grid Modernization at Xcel Energy. The conversation explores how digital twins, virtual replicas of the physical grid, are enabling utilities to run simulations of weather events, wildfire scenarios, and increasing electricity demand. You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Deigo - VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatchChapters- 00:03 - Introduction- 01:45 - Xcel Energy Overview- 03:05 - Grid Modernization Role- 04:26 - Digital Twin Technology- 05:27 - Analytics vs Simulations- 06:15 - Wildfire Mitigation Strategies- 07:28 - Advanced Metering Infrastructure- 08:13 - Predictive Maintenance Applications- 08:42 - Data Integration Challenges- 10:29 - Distribution Management Systems- 13:17 - AI Load Forecasting- 14:20 - Peak Demand Management- 16:01 - Sustainability Journey- 16:28 - Energy Transition Motivation- 17:10 - Infrastructure Investment Plans- 18:22 - Transmission Focus Areas- 18:58 - Join Xcel Energy- 19:18 - Contrarian Industry Views- 20:11 - Service Orchestration Mindset- 20:44 - Build vs Buy- 21:25 - Future Generation Optimism

Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events, wildfire scenarios, and load surges before they happen, fundamentally changing how the grid stays reliable.Alejandro De Diego speaks with Marcus Johansson, Senior Executive - Wildfire Mitigation, Digital Transformation, Grid Modernization at Xcel Energy. The conversation explores how digital twins, virtual replicas of the physical grid, are enabling utilities to run simulations of weather events, wildfire scenarios, and increasing electricity demand. You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Deigo - VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatchChapters- 00:03 - Introduction- 01:45 - Xcel Energy Overview- 03:05 - Grid Modernization Role- 04:26 - Digital Twin Technology- 05:27 - Analytics vs Simulations- 06:15 - Wildfire Mitigation Strategies- 07:28 - Advanced Metering Infrastructure- 08:13 - Predictive Maintenance Applications- 08:42 - Data Integration Challenges- 10:29 - Distribution Management Systems- 13:17 - AI Load Forecasting- 14:20 - Peak Demand Management- 16:01 - Sustainability Journey- 16:28 - Energy Transition Motivation- 17:10 - Infrastructure Investment Plans- 18:22 - Transmission Focus Areas- 18:58 - Join Xcel Energy- 19:18 - Contrarian Industry Views- 20:11 - Service Orchestration Mindset- 20:44 - Build vs Buy- 21:25 - Future Generation Optimism

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comGas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletterChapters:00:00 - Introduction and January 2026 gas spike01:44 - Seb Kennedy's dual role journalist analyst04:26 - Understanding TTF and Henry Hub hubs05:37 - Investment fund positioning and short squeeze09:05 - Weather patterns driving European gas demand12:13 - Nuclear outages worsening European gas crisis14:44 - US gas price spike explained16:53 - Freeze-offs and US production challenges21:13 - LNG export constraints at Freeport facility25:20 - Trump administration's impact on LNG markets29:20 - Panama Canal and geopolitical LNG considerations30:47 - Venezuela's political upheaval and oil situation32:40 - Venezuela's massive gas flaring crisis35:20 - Pakistan's renewable boom versus LNG commitments42:53 - Key themes to watch in 202644:25 - Contrarian view on import dependence

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comGas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletterChapters:00:00 - Introduction and January 2026 gas spike01:44 - Seb Kennedy's dual role journalist analyst04:26 - Understanding TTF and Henry Hub hubs05:37 - Investment fund positioning and short squeeze09:05 - Weather patterns driving European gas demand12:13 - Nuclear outages worsening European gas crisis14:44 - US gas price spike explained16:53 - Freeze-offs and US production challenges21:13 - LNG export constraints at Freeport facility25:20 - Trump administration's impact on LNG markets29:20 - Panama Canal and geopolitical LNG considerations30:47 - Venezuela's political upheaval and oil situation32:40 - Venezuela's massive gas flaring crisis35:20 - Pakistan's renewable boom versus LNG commitments42:53 - Key themes to watch in 202644:25 - Contrarian view on import dependence

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comCan energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation?In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators.Chapters:00:00 ERCOT's role in Texas grid management01:09 Electricity market design and efficiency02:28 Winter Storm Uri and resource adequacy04:40 Texas data center boom explained06:39 Energy-only markets and price signals08:18 Grid resource adequacy challenges12:28 Dispatchable reliability reserve service ECRS18:45 Real-time energy and ancillary services22:15 765kV transmission expansion in Texas26:30 Residential demand response and virtual power plants31:45 Comparing ERCOT to other US markets36:27 Future grid technologies and storage growth40:05 Distributed battery systems and grid integration41:05 ERCOT market design frameworkYou can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comCan energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation?In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators.Chapters:00:00 ERCOT's role in Texas grid management01:09 Electricity market design and efficiency02:28 Winter Storm Uri and resource adequacy04:40 Texas data center boom explained06:39 Energy-only markets and price signals08:18 Grid resource adequacy challenges12:28 Dispatchable reliability reserve service ECRS18:45 Real-time energy and ancillary services22:15 765kV transmission expansion in Texas26:30 Residential demand response and virtual power plants31:45 Comparing ERCOT to other US markets36:27 Future grid technologies and storage growth40:05 Distributed battery systems and grid integration41:05 ERCOT market design frameworkYou can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch

While the industry often focuses on the cost of the hardware, the real challenge and value lies in successfully delivering, integrating, and operating these assets over their lifetime. As the market matures, the focus shifts from hardware procurement to the complexities of site integration, grid compliance, and ensuring long-term availability.In practice, microgrids are shaping how large-scale energy projects operate, helping to accelerate the use of grid-forming technology. Meanwhile, combining solar with battery storage is becoming an increasingly effective way to reduce wasted energy and improve project economics.In this conversation, Ed speaks with Lucie Kanius-Dujardin, Global Managing Director at NHOA, about what it really takes to deliver complex energy projects at scale. They discuss the realities of managing global supply chains, the push toward higher-capacity battery cells, and why the often-overlooked “brain” of the system - the Power Plant Controller - is just as important as the battery itself.Key topics discussed•Why the Power Plant Controller is critical to smooth commissioning and reliable performance - not just an add-on to the hardware.• How experience with microgrids has created an edge in deploying grid-forming technology on modern transmission networks.• Why more developers are pairing solar with storage to protect revenues and reduce grid constraints.• Whether a single global solution can work across very different local grid rules, from Scotland to Australia.• How integrators are keeping systems reliable as battery cells rapidly increase in size and capacity.About our guestLucie Kanius-Dujardin is the Global Managing Director of NHOA Energy, a global provider of turnkey battery energy storage solutions. With 15 years in the energy sector, she oversees the company's technology, delivery, and long-term asset service pillars across markets in Europe, Australia, and beyond.Connect with Lucie on LinkedIn: https://www.linkedin.com/in/lucie-kanius-dujardin-47855521/?locale=en_USTo find out more about NHOA, head to their website: https://nhoa.energy/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

While the industry often focuses on the cost of the hardware, the real challenge and value lies in successfully delivering, integrating, and operating these assets over their lifetime. As the market matures, the focus shifts from hardware procurement to the complexities of site integration, grid compliance, and ensuring long-term availability.In practice, microgrids are shaping how large-scale energy projects operate, helping to accelerate the use of grid-forming technology. Meanwhile, combining solar with battery storage is becoming an increasingly effective way to reduce wasted energy and improve project economics.In this conversation, Ed speaks with Lucie Kanius-Dujardin, Global Managing Director at NHOA, about what it really takes to deliver complex energy projects at scale. They discuss the realities of managing global supply chains, the push toward higher-capacity battery cells, and why the often-overlooked “brain” of the system - the Power Plant Controller - is just as important as the battery itself.Key topics discussed•Why the Power Plant Controller is critical to smooth commissioning and reliable performance - not just an add-on to the hardware.• How experience with microgrids has created an edge in deploying grid-forming technology on modern transmission networks.• Why more developers are pairing solar with storage to protect revenues and reduce grid constraints.• Whether a single global solution can work across very different local grid rules, from Scotland to Australia.• How integrators are keeping systems reliable as battery cells rapidly increase in size and capacity.About our guestLucie Kanius-Dujardin is the Global Managing Director of NHOA Energy, a global provider of turnkey battery energy storage solutions. With 15 years in the energy sector, she oversees the company's technology, delivery, and long-term asset service pillars across markets in Europe, Australia, and beyond.Connect with Lucie on LinkedIn: https://www.linkedin.com/in/lucie-kanius-dujardin-47855521/?locale=en_USTo find out more about NHOA, head to their website: https://nhoa.energy/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

The power grid is getting harder to run. There's more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what's the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage

The power grid is getting harder to run. There's more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what's the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage

Batteries are no longer just shifting energy from one time of day to another - they're becoming critical grid infrastructure. But to unlock their full potential, we need smarter ways to manage billions of data points in real time, so storage can deliver everything from peak shaving to power quality and grid support and keep them operating safely, efficiently, and optimally.In this conversation, Ed is joined by Roger Hollies, Chief Technical Officer at Arenko. Over the conversation, they discuss how market governance needs to evolve, why it's time to crack open the ‘black box' of automated trading, and how ‘rules as code' could be the key to unlocking a cleaner, cheaper energy future.Key topics discussed:How software can make ultra-complex battery assets manageable.Why batteries are overtaking fossil fuels in essential grid roles like frequency response, voltage control, and inertia.The data infrastructure required to handle seven billion datapoints a day across global energy portfolios.How open-source, “rules as code” market design could speed up innovation.What must regulators do to enforce fair markets and guarantee top-tier service delivery.About our guestRoger Hollies is the Chief Technology Officer at Arenko, where he leads the development of Arenko's Nimbus platform, a software solution that currently manages 1.2 gigawatts of battery, solar, and wind assets across the UK and international markets. Connect with Roger on Linkedin here: https://www.linkedin.com/in/roger-hollies-a0650012/For more information on Arenko, head to their website: https://arenko.group/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Batteries are no longer just shifting energy from one time of day to another - they're becoming critical grid infrastructure. But to unlock their full potential, we need smarter ways to manage billions of data points in real time, so storage can deliver everything from peak shaving to power quality and grid support and keep them operating safely, efficiently, and optimally.In this conversation, Ed is joined by Roger Hollies, Chief Technical Officer at Arenko. Over the conversation, they discuss how market governance needs to evolve, why it's time to crack open the ‘black box' of automated trading, and how ‘rules as code' could be the key to unlocking a cleaner, cheaper energy future.Key topics discussed:How software can make ultra-complex battery assets manageable.Why batteries are overtaking fossil fuels in essential grid roles like frequency response, voltage control, and inertia.The data infrastructure required to handle seven billion datapoints a day across global energy portfolios.How open-source, “rules as code” market design could speed up innovation.What must regulators do to enforce fair markets and guarantee top-tier service delivery.About our guestRoger Hollies is the Chief Technology Officer at Arenko, where he leads the development of Arenko's Nimbus platform, a software solution that currently manages 1.2 gigawatts of battery, solar, and wind assets across the UK and international markets. Connect with Roger on Linkedin here: https://www.linkedin.com/in/roger-hollies-a0650012/For more information on Arenko, head to their website: https://arenko.group/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

The AI boom has led to unprecedented demand for data centers in the US. With interconnection queues stretching for years, hyperscalers can no longer wait for traditional grid capacity to catch up. In this episode, Alex speaks with Peter Sawicki - Vice President of Business Development of Emerging Technologies at Mitsubishi Power Americas. They explore how the industry is pivoting to "bring your own power" solutions to bridge the gap. They discuss how manufacturers are pairing trailer-mounted gas turbines with battery storage to deliver the critical reliability that data centers require, along with the evolving role of gas in the transition, the technical reality of hydrogen-ready infrastructure, and why the immediate priority has shifted from decarbonization to pure deliverability.Key topics discussedWhy unprecedented load growth from AI and domestic offshoring has caught the power industry by surprise.How developers are bypassing long interconnection queues.Why pairing gas generation with battery storage is essential for managing the millisecond demand surges of large language models.What ‘hydrogen-ready' actually mean for turbine technology and the future of long-duration seasonal storage.How the industry's priority stack fundamentally shifted from long-term decarbonization goals to immediate speed to power.About our guest.Peter Sawicki is the leader of the Emerging Technologies group at Mitsubishi Power, a division of Mitsubishi Heavy Industries. A veteran of the power industry with 30 years of experience, Peter has spent the last 11 years at Mitsubishi. In his current role, Peter focuses on business development for "non-conventional" customers, specifically targeting hyperscalers, co-locators, and land developers navigating the massive data center build-out driven by the AI boom. You can find Peter on LinkedIn here About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

The AI boom has led to unprecedented demand for data centers in the US. With interconnection queues stretching for years, hyperscalers can no longer wait for traditional grid capacity to catch up. In this episode, Alex speaks with Peter Sawicki - Vice President of Business Development of Emerging Technologies at Mitsubishi Power Americas. They explore how the industry is pivoting to "bring your own power" solutions to bridge the gap. They discuss how manufacturers are pairing trailer-mounted gas turbines with battery storage to deliver the critical reliability that data centers require, along with the evolving role of gas in the transition, the technical reality of hydrogen-ready infrastructure, and why the immediate priority has shifted from decarbonization to pure deliverability.Key topics discussedWhy unprecedented load growth from AI and domestic offshoring has caught the power industry by surprise.How developers are bypassing long interconnection queues.Why pairing gas generation with battery storage is essential for managing the millisecond demand surges of large language models.What ‘hydrogen-ready' actually mean for turbine technology and the future of long-duration seasonal storage.How the industry's priority stack fundamentally shifted from long-term decarbonization goals to immediate speed to power.About our guest.Peter Sawicki is the leader of the Emerging Technologies group at Mitsubishi Power, a division of Mitsubishi Heavy Industries. A veteran of the power industry with 30 years of experience, Peter has spent the last 11 years at Mitsubishi. In his current role, Peter focuses on business development for "non-conventional" customers, specifically targeting hyperscalers, co-locators, and land developers navigating the massive data center build-out driven by the AI boom. You can find Peter on LinkedIn here About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE's own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE's own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe UK energy transition faces a critical bottleneck: a planning system crippled by risk aversion and procedural overload. In this episode, we explore the reality behind infrastructure delivery, from the 47 recommendations of the UK Prime Minister's nuclear regulatory task force to the exploding demand for data centers. In this episode, Mustafa Latif-Aramesh (Partner and Parliamentary Agent at TLT ) joins Ed to examine how overlapping regulation and institutional duplication push developers toward compliance theatre rather than meaningful environmental protection, epitomised by Hinkley Point C's infamous £700 million “fish disco.” The conversation explores what it would take to move the UK from a process-obsessed planning regime to one that rewards outcomes, accelerates delivery, and underpins the next wave of digital and energy infrastructure.Key topics covered:Why the UK's infrastructure planning system prioritises administrative process over real environmental outcomes.How spending £700 million to protect a fraction of a salmon population reveals a breakdown in regulatory proportionality.Whether a single Nuclear Regulatory Commission could cut duplicative red tape and unlock faster decommissioning and new nuclear build.Is the Planning Inspectorate equipped to handle 500 proposed data centres alongside the wider energy transition?Can co-locating Small Modular Reactors (SMRs) with data centres address the sector's “five nines” reliability challenge?About our guestMustafa Latif-Aramesh is a Partner at the law firm TLT, where he specialises in infrastructure planning across the entire energy spectrum from transmission lines and battery storage to wind, solar, and nuclear. He recently served on the Prime Minister's Nuclear Regulatory Task Force, a specialist group established to diagnose why building nuclear capacity in Britain takes so long and to identify solutions for expediting deliveryWorking alongside industry leaders and economists, Mustafa helped author a report containing 47 recommendations designed to eliminate regulatory duplication and shift the system's focus from administrative process to tangible outcomes. Beyond nuclear, he advises on the planning challenges facing the UK's rapidly expanding data center pipeline, advocating for a system that balances environmental standards with the need for critical infrastructure. You can follow his analysis on TLT's infrastructure planning blog. Connect with Mustafa on Linkedin here. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe UK energy transition faces a critical bottleneck: a planning system crippled by risk aversion and procedural overload. In this episode, we explore the reality behind infrastructure delivery, from the 47 recommendations of the UK Prime Minister's nuclear regulatory task force to the exploding demand for data centers. In this episode, Mustafa Latif-Aramesh (Partner and Parliamentary Agent at TLT ) joins Ed to examine how overlapping regulation and institutional duplication push developers toward compliance theatre rather than meaningful environmental protection, epitomised by Hinkley Point C's infamous £700 million “fish disco.” The conversation explores what it would take to move the UK from a process-obsessed planning regime to one that rewards outcomes, accelerates delivery, and underpins the next wave of digital and energy infrastructure.Key topics covered:Why the UK's infrastructure planning system prioritises administrative process over real environmental outcomes.How spending £700 million to protect a fraction of a salmon population reveals a breakdown in regulatory proportionality.Whether a single Nuclear Regulatory Commission could cut duplicative red tape and unlock faster decommissioning and new nuclear build.Is the Planning Inspectorate equipped to handle 500 proposed data centres alongside the wider energy transition?Can co-locating Small Modular Reactors (SMRs) with data centres address the sector's “five nines” reliability challenge?About our guestMustafa Latif-Aramesh is a Partner at the law firm TLT, where he specialises in infrastructure planning across the entire energy spectrum from transmission lines and battery storage to wind, solar, and nuclear. He recently served on the Prime Minister's Nuclear Regulatory Task Force, a specialist group established to diagnose why building nuclear capacity in Britain takes so long and to identify solutions for expediting deliveryWorking alongside industry leaders and economists, Mustafa helped author a report containing 47 recommendations designed to eliminate regulatory duplication and shift the system's focus from administrative process to tangible outcomes. Beyond nuclear, he advises on the planning challenges facing the UK's rapidly expanding data center pipeline, advocating for a system that balances environmental standards with the need for critical infrastructure. You can follow his analysis on TLT's infrastructure planning blog. Connect with Mustafa on Linkedin here. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchSolar projects in Great Britain are often framed as a trade-off: can we combat climate change without compromising the countryside? Increasingly, the answer is yes. Across the country, solar developers are not only installing panels but actively restoring and enhancing the ecosystems around them.Biodiversity Net Gain (BNG) is reshaping what responsible solar development looks like. Many leading projects are far exceeding the statutory 10% requirement, transforming intensively farmed monoculture into thriving habitats. These sites now deliver clean power while providing farmers with stable, long-term income—showing we don't have to choose between renewable energy and rich, living landscapes.In this conversation, Fran Button - deputy CEO at British Solar Renewables joins Ed to unpack how solar developers are designing projects that benefit both the grid and the natural world.• Why ecologists must establish a biodiversity baseline before construction begins.• How some developments are achieving BNG scores of 200% or more - well beyond what regulations demand.• Whether high-tech energy generation can genuinely coexist with low-tech agriculture.• Dispelling the misconception that solar farms are empty that solar developments lack ecological value.• How solar energy is providing farmers with a stable income stream that allows them to continue farming.About our guestFran Button is Deputy CEO of British Solar Renewables where she is responsible for all aspects of risk management and ESG. With a background as a specialist non-contentious construction lawyer involved in drafting and negotiating complex building contracts. Fran has particular expertise in renewables projects having being involved in large-scale solar development and funding and energy from waste projects.British Solar Renewables are developing, building, and operating renewable energy projects that power homes, businesses, and communities. From green fields to grid connection - creating clean energy that strengthens the UK's resilience, supports biodiversity, and delivers lasting value for people and the planet. For more information head to their website. https://britishrenewables.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchSolar projects in Great Britain are often framed as a trade-off: can we combat climate change without compromising the countryside? Increasingly, the answer is yes. Across the country, solar developers are not only installing panels but actively restoring and enhancing the ecosystems around them.Biodiversity Net Gain (BNG) is reshaping what responsible solar development looks like. Many leading projects are far exceeding the statutory 10% requirement, transforming intensively farmed monoculture into thriving habitats. These sites now deliver clean power while providing farmers with stable, long-term income—showing we don't have to choose between renewable energy and rich, living landscapes.In this conversation, Fran Button - deputy CEO at British Solar Renewables joins Ed to unpack how solar developers are designing projects that benefit both the grid and the natural world.• Why ecologists must establish a biodiversity baseline before construction begins.• How some developments are achieving BNG scores of 200% or more - well beyond what regulations demand.• Whether high-tech energy generation can genuinely coexist with low-tech agriculture.• Dispelling the misconception that solar farms are empty that solar developments lack ecological value.• How solar energy is providing farmers with a stable income stream that allows them to continue farming.About our guestFran Button is Deputy CEO of British Solar Renewables where she is responsible for all aspects of risk management and ESG. With a background as a specialist non-contentious construction lawyer involved in drafting and negotiating complex building contracts. Fran has particular expertise in renewables projects having being involved in large-scale solar development and funding and energy from waste projects.British Solar Renewables are developing, building, and operating renewable energy projects that power homes, businesses, and communities. From green fields to grid connection - creating clean energy that strengthens the UK's resilience, supports biodiversity, and delivers lasting value for people and the planet. For more information head to their website. https://britishrenewables.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe global energy sector is increasingly exposed to unpredicatble weather. Wind droughts and extreme temperatures can create massive financial instability. How do renewables that rely on an ever increasingly hard to predict energy source - manage the risk that the sun might not shine, and the wind might not blow?This episode demystifies the multi-billion-pound market of weather derivatives, exploring how energy utilities, renewable asset owners, and battery optimisers use these customised structured products - using signals like Heating Degree Days, wind speeds, or precipitation to effectively transfer operational riskKey topics covered:- How thus multi-billion-pound market operates almost entirely out of sight.- How a single wind drought drained €1.6 billion from Germany's energy system - highlighting why hedging renewable-generation risk has become mission-critical.- The financial “Lego bricks” that allow traders to build bespoke weather protection.- Why battery owners must hedge against boring weather and how low-volatility conditions could quietly erode their revenues.- Why financiers are insisting on weather insurance before funding new renewable assets.About our guestsTheresa Kammel - Weather Derivative Originator and Pierre Buisson - Senior Structurer, Weather and Energy work at Munich Re, one of the world's leading providers of reinsurance, primary insurance and insurance-related risk solutions. Munich Re is also playing a key role in driving forward the digital transformation of the insurance industry. For more information, head to their website. https://www.munichre.com/en.htmlAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market - and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe global energy sector is increasingly exposed to unpredicatble weather. Wind droughts and extreme temperatures can create massive financial instability. How do renewables that rely on an ever increasingly hard to predict energy source - manage the risk that the sun might not shine, and the wind might not blow?This episode demystifies the multi-billion-pound market of weather derivatives, exploring how energy utilities, renewable asset owners, and battery optimisers use these customised structured products - using signals like Heating Degree Days, wind speeds, or precipitation to effectively transfer operational riskKey topics covered:- How thus multi-billion-pound market operates almost entirely out of sight.- How a single wind drought drained €1.6 billion from Germany's energy system - highlighting why hedging renewable-generation risk has become mission-critical.- The financial “Lego bricks” that allow traders to build bespoke weather protection.- Why battery owners must hedge against boring weather and how low-volatility conditions could quietly erode their revenues.- Why financiers are insisting on weather insurance before funding new renewable assets.About our guestsTheresa Kammel - Weather Derivative Originator and Pierre Buisson - Senior Structurer, Weather and Energy work at Munich Re, one of the world's leading providers of reinsurance, primary insurance and insurance-related risk solutions. Munich Re is also playing a key role in driving forward the digital transformation of the insurance industry. For more information, head to their website. https://www.munichre.com/en.htmlAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market - and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchBattery storage is scaling fast, but taking a project from concept to energisation is harder than ever. In this episode, we dig into the real-world challenges that determine whether a project becomes bankable - or never reaches the start line.From grid connection delays and tightening lender requirements to shifting revenue models and contract alignment, we unpack the risks developers must tackle long before construction begins.In todays conversation, Ed is joined by Conrad Purcell, Infrastructure and Energy Projects Partner at Haynes Boone to explore why uncertainty is the biggest barrier to financing, how misaligned warranties or optimisation strategies can derail an otherwise strong project, and what lenders now expect from revenue models in a more merchant-heavy market. If you're building, funding, or analysing energy storage, this episode offers a clear, practical view of the decisions and trade-offs needed to secure investment and deliver successful battery projects in today's GB market.They discuss:• What makes a battery storage project bankable and how developers must reduce uncertainty to unlock debt finance.• How grid connection delays and uncertainty now dominate project timelines.• Why lender expectations around warranties, performance guarantees, and EPC structures matter.• How shifting market dynamics affect choices - from ancillary services to merchant-heavy revenue stacks.• The end-to-end development process to take a battery project from early development through to financial close.If you would like to watch the video on project financing, you can do so through the link https://www.linkedin.com/posts/haynes-boone-london_project-finance-explained-how-to-fund-major-activity-7399792758359752704-FWqh?utm_source=share&utm_medium=member_desktop&rcm=ACoAABYDkgwBdm6Zsq7Vlc0xyDtCNoeCj9e62tgAbout our guestConrad Purcell is a seasoned project finance lawyer at Haynes Boone - with deep experience structuring and delivering complex energy infrastructure across the UK and internationally. Having worked on wind, solar, storage and broader clean energy portfolios, he brings a clear understanding of how lenders assess risk, what makes a project bankable, and the commercial, legal and technical alignment needed to reach financial close. His practical, detail-driven perspective offers invaluable insight for today's fast-evolving battery storage market.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe war in Ukraine has caused catastrophic destruction to its energy infrastructure, wiping out assets and rendering the much of the countries dispatchable generation capacity non-operational. This crisis has amplified the need for robust, flexible energy systems, in order to maintain power to the country during such testing times. This episode is about batteries as a necessity. Built as critical infrastructure. Built fast. Built for stability. Built for a grid that has to keep working, no matter what.In this episode, Julian Jansen, Managing Director at Fluence, discusses the deployment of 500 MWh of large-scale battery energy storage systems across seven projects in Ukraine. He outlines the technical, logistical, and operational considerations involved in delivering energy infrastructure in a highly complex environment.• How the destruction of more than 80% of Ukraine's thermal and hydro power plants has created an urgent need for reliable energy storage.• How battery storage projects in the region provide critical grid support even as the electricity system faces ongoing conflict.• What it took to shorten project delivery timelines from the industry-standard twelve months to just six.• How remote commissioning and training have been used to equip Ukrainian teams with the skills needed to install, operate, and maintain advanced energy systems.• Why cybersecurity has become a core component of national energy security.About our guestJulian Jansen is the Managing Director at Fluence. Having previously been responsible for Fluence's business in Southern and Eastern Europe, he is currently transitioning to the Managing Director role in Germany.Established in 2018, Fluence is one of the leading providers of battery energy storage solutions, software, and long-term services. Operating in 40 markets globally to transform how the world is powered using energy storage for a more sustainable future. For more information - head to the Fluence website. https://fluenceenergy.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe war in Ukraine has caused catastrophic destruction to its energy infrastructure, wiping out assets and rendering the much of the countries dispatchable generation capacity non-operational. This crisis has amplified the need for robust, flexible energy systems, in order to maintain power to the country during such testing times. This episode is about batteries as a necessity. Built as critical infrastructure. Built fast. Built for stability. Built for a grid that has to keep working, no matter what.In this episode, Julian Jansen, Managing Director at Fluence, discusses the deployment of 500 MWh of large-scale battery energy storage systems across seven projects in Ukraine. He outlines the technical, logistical, and operational considerations involved in delivering energy infrastructure in a highly complex environment.• How the destruction of more than 80% of Ukraine's thermal and hydro power plants has created an urgent need for reliable energy storage.• How battery storage projects in the region provide critical grid support even as the electricity system faces ongoing conflict.• What it took to shorten project delivery timelines from the industry-standard twelve months to just six.• How remote commissioning and training have been used to equip Ukrainian teams with the skills needed to install, operate, and maintain advanced energy systems.• Why cybersecurity has become a core component of national energy security.About our guestJulian Jansen is the Managing Director at Fluence. Having previously been responsible for Fluence's business in Southern and Eastern Europe, he is currently transitioning to the Managing Director role in Germany.Established in 2018, Fluence is one of the leading providers of battery energy storage solutions, software, and long-term services. Operating in 40 markets globally to transform how the world is powered using energy storage for a more sustainable future. For more information - head to the Fluence website. https://fluenceenergy.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchAustralia's largest energy market is undergoing the most significant transformations since its conception. Rapid renewable uptake, growing system volatility, and shifting policy settings are forcing a fundamental rethink of how the National Electricity Market (NEM) operates. But with so many moving parts, one question sits at the centre of the transition: how do we build a market that remains reliable, affordable, and investable while decarbonising at speed?In this episode of Transmission, Tim Nelson joins Wendel to unpack the pressures reshaping Australia's power system and what must change to keep pace. Over the conversation, they explore the market design challenges emerging across the NEM, from capacity mechanisms and reliability gaps to consumer expectations, policy uncertainty, and the economics of retiring coal. Tim explains why today's market structures weren't built for a high-renewables grid, how the investment environment is shifting, and what practical reforms could stabilise the system while enabling large-scale clean energy deployment.Key points covered:• Why the NEM's current market design is struggling under the pace of the energy transition.• How retirement timelines for coal generation are reshaping reliability and investment signals.• What Australia needs from a capacity mechanism and what risks must be avoided.• How policy uncertainty and consumer expectations are influencing market behaviour.• What reforms could build a more stable, predictable, and investable market for renewables and storage.About our guest:Tim Nelson is a leading energy economist and policy expert with extensive experience across market design, system reform, and the evolution of Australia's National Electricity Market.With experience at Iberdrola Australia, the AEMC, AGL and Griffith University Tim brings a wealth of knowledge to his current positions including his role as Chair of the independent review of Australia's NEM. Find Tim on LinkedIn here - https://www.linkedin.com/in/timnelsonaustralia/About Modo Energy:Check out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYNModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchAustralia's largest energy market is undergoing the most significant transformations since its conception. Rapid renewable uptake, growing system volatility, and shifting policy settings are forcing a fundamental rethink of how the National Electricity Market (NEM) operates. But with so many moving parts, one question sits at the centre of the transition: how do we build a market that remains reliable, affordable, and investable while decarbonising at speed?In this episode of Transmission, Tim Nelson joins Wendel to unpack the pressures reshaping Australia's power system and what must change to keep pace. Over the conversation, they explore the market design challenges emerging across the NEM, from capacity mechanisms and reliability gaps to consumer expectations, policy uncertainty, and the economics of retiring coal. Tim explains why today's market structures weren't built for a high-renewables grid, how the investment environment is shifting, and what practical reforms could stabilise the system while enabling large-scale clean energy deployment.Key points covered:• Why the NEM's current market design is struggling under the pace of the energy transition.• How retirement timelines for coal generation are reshaping reliability and investment signals.• What Australia needs from a capacity mechanism and what risks must be avoided.• How policy uncertainty and consumer expectations are influencing market behaviour.• What reforms could build a more stable, predictable, and investable market for renewables and storage.About our guest:Tim Nelson is a leading energy economist and policy expert with extensive experience across market design, system reform, and the evolution of Australia's National Electricity Market.With experience at Iberdrola Australia, the AEMC, AGL and Griffith University Tim brings a wealth of knowledge to his current positions including his role as Chair of the independent review of Australia's NEM. Find Tim on LinkedIn here - https://www.linkedin.com/in/timnelsonaustralia/About Modo Energy:Check out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYNModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe energy transition faces significant hurdles across Europe - especially in the Netherlands. Grid congestion, high grid fees, and investment uncertainty are creating a logjam that halts crucial infrastructure deployment like offshore wind and utility-scale batteries. This episode explores how leading integrated energy companies are strategically evolving to overcome these barriers. Learn how balancing assets like flexibility, energy storage, and electron sinks are essential for building resilient portfolios and unlocking positive business cases. In this episode, we look at how leading integrated energy companies such as Eneco are adapting to move past these challenges. We explore why flexible assets including energy storage, demand-side flexibility, and technologies that can absorb excess electricity - are becoming critical for building resilient energy systems and supporting viable business models.Ed speaks with Karen de Lathouder, Eneco's Chief Operating Officer, to dive into the biggest issues facing integrated energy companies as they navigate the next stage of the transition. Their conversation touches on market design, grid constraints, and how flexibility technologies are evolving across Europe.Key topics include:• How high grid fees and overloaded networks in the Netherlands are slowing demand growth and delaying major investments.• How the Netherlands is approaching this balanced system by combining renewables with storage, hydrogen, and VPP-based flexibility tools.• Why new large renewable projects need long-term power contracts (PPAs), and how colocation is helping developers secure reliable offtakers.• How flexible grid access contracts are paving the way for the next wave of battery storage projects.• The growing role of dynamic pricing and how it is changing customer behaviour.About our guestKaren is Chief Operating Officer at Eneco where she oversees asset-based value chains, covering everything from heat and renewable power to flexibility assets like batteries, hydrogen, and electric heating systems (e-boilers). She provides an expert view on what it takes to manage capital risk and activate crucial power demand in the North-West European energy sector. For more information on what Eneco do - head to their website. https://www.eneco.nl/en/about-us/About Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe energy transition faces significant hurdles across Europe - especially in the Netherlands. Grid congestion, high grid fees, and investment uncertainty are creating a logjam that halts crucial infrastructure deployment like offshore wind and utility-scale batteries. This episode explores how leading integrated energy companies are strategically evolving to overcome these barriers. Learn how balancing assets like flexibility, energy storage, and electron sinks are essential for building resilient portfolios and unlocking positive business cases. In this episode, we look at how leading integrated energy companies such as Eneco are adapting to move past these challenges. We explore why flexible assets including energy storage, demand-side flexibility, and technologies that can absorb excess electricity - are becoming critical for building resilient energy systems and supporting viable business models.Ed speaks with Karen de Lathouder, Eneco's Chief Operating Officer, to dive into the biggest issues facing integrated energy companies as they navigate the next stage of the transition. Their conversation touches on market design, grid constraints, and how flexibility technologies are evolving across Europe.Key topics include:• How high grid fees and overloaded networks in the Netherlands are slowing demand growth and delaying major investments.• How the Netherlands is approaching this balanced system by combining renewables with storage, hydrogen, and VPP-based flexibility tools.• Why new large renewable projects need long-term power contracts (PPAs), and how colocation is helping developers secure reliable offtakers.• How flexible grid access contracts are paving the way for the next wave of battery storage projects.• The growing role of dynamic pricing and how it is changing customer behaviour.About our guestKaren is Chief Operating Officer at Eneco where she oversees asset-based value chains, covering everything from heat and renewable power to flexibility assets like batteries, hydrogen, and electric heating systems (e-boilers). She provides an expert view on what it takes to manage capital risk and activate crucial power demand in the North-West European energy sector. For more information on what Eneco do - head to their website. https://www.eneco.nl/en/about-us/About Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNew York wants to deploy storage at speed, but developers are hitting one major barrier: interconnection. As the state pushes to deploy gigawatts of storage, projects are increasingly caught in long, uncertain queues, with upgrade costs that can make or break a business case. But while the bulk system slows under its own weight, smaller scale distributed storage is accelerating. These assets can move faster, connect more predictably, and get to market in time to capture NYISO's rapidly evolving value streams.In this episode of Transmission, Daniel Gavrilov, CEO of Limitless Energy Co, speaks to Alex to break down how the grid's bottlenecks are shaping development strategy in one of the most active energy storage markets in the US.Key topics covered:• The practical realities of developing storage in New York.• Where timelines get stretched and where they don't.• Why C&I storage is becoming the backbone of near-term deployment.• How developers evaluate siting, costs, and grid upgrade risk.About our guestDaniel Gavrilov is CEO of Limitless Storage Co - a storage developer working across the New York market, specialising in distributed battery projects, interconnection strategy, and commercialisation pathways in NYISO. For more information, check out the website. https://www.limitlessenergyco.com/aboutAbout Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNew York wants to deploy storage at speed, but developers are hitting one major barrier: interconnection. As the state pushes to deploy gigawatts of storage, projects are increasingly caught in long, uncertain queues, with upgrade costs that can make or break a business case. But while the bulk system slows under its own weight, smaller scale distributed storage is accelerating. These assets can move faster, connect more predictably, and get to market in time to capture NYISO's rapidly evolving value streams.In this episode of Transmission, Daniel Gavrilov, CEO of Limitless Energy Co, speaks to Alex to break down how the grid's bottlenecks are shaping development strategy in one of the most active energy storage markets in the US.Key topics covered:• The practical realities of developing storage in New York.• Where timelines get stretched and where they don't.• Why C&I storage is becoming the backbone of near-term deployment.• How developers evaluate siting, costs, and grid upgrade risk.About our guestDaniel Gavrilov is CEO of Limitless Storage Co - a storage developer working across the New York market, specialising in distributed battery projects, interconnection strategy, and commercialisation pathways in NYISO. For more information, check out the website. https://www.limitlessenergyco.com/aboutAbout Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchAustralia's energy system is shifting rapidly, with record levels of rooftop solar, home batteries, and local energy resources. But how do we ensure homeowners, renters, and businesses of all sizes can benefit from Australia's vast solar potential? And how does a grid built for one-way power flows cope when millions of customers are also generators? As households and communities take a more active role in the energy system, distribution networks need to evolve fast. In this episode we explore how traditional ‘poles and wires' utilities like Ausgrid are rethinking their role and adapting to meet the needs of both the network and their customers.In this episode of Transmission, Steve Lewis, Project Director - Community Power Networks at Ausgrid joins Wendel to explore how DNSPs are thinking about the shift from traditional network operators to facilitators of local energy exchange. Steve breaks down the Community Power Network trial: a new model that would enable households and businesses to share and trade energy locally, easing network constraints and unlocking more value from distributed energy resources. He explains why DNSPs need to rethink their role, how community-led energy models can support the grid, and what it takes to build trust, participation, and technical capability at the distribution level.Key topics covered:• Why the rise of local energy resources demands a new operating model for DNSPs.• How Ausgrid's Community Power Network enables neighbourhood-level energy sharing.• The role of DNSPs in supporting flexible load, storage, and prosumer participation.• How community-led energy models can reduce constraints and deliver system benefits.• What the NEM needs to evolve into a truly decentralised, consumer-driven energy system.About our guest:Steve Lewis is Project Director, of the Community Power Network at Ausgrid, where he leads innovation in community energy, local flexibility, and distribution network evolution in the NEM. The premise of the Community Power Networks Trial is to turn local solar into shared value. For more information on the trial - head to the website. https://www.ausgrid.com.au/About-Us/Future-Grid/Community-Power-NetworksAbout Modo EnergyCheck out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYNModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchAustralia's energy system is shifting rapidly, with record levels of rooftop solar, home batteries, and local energy resources. But how do we ensure homeowners, renters, and businesses of all sizes can benefit from Australia's vast solar potential? And how does a grid built for one-way power flows cope when millions of customers are also generators? As households and communities take a more active role in the energy system, distribution networks need to evolve fast. In this episode we explore how traditional ‘poles and wires' utilities like Ausgrid are rethinking their role and adapting to meet the needs of both the network and their customers.In this episode of Transmission, Steve Lewis, Project Director - Community Power Networks at Ausgrid joins Wendel to explore how DNSPs are thinking about the shift from traditional network operators to facilitators of local energy exchange. Steve breaks down the Community Power Network trial: a new model that would enable households and businesses to share and trade energy locally, easing network constraints and unlocking more value from distributed energy resources. He explains why DNSPs need to rethink their role, how community-led energy models can support the grid, and what it takes to build trust, participation, and technical capability at the distribution level.Key topics covered:• Why the rise of local energy resources demands a new operating model for DNSPs.• How Ausgrid's Community Power Network enables neighbourhood-level energy sharing.• The role of DNSPs in supporting flexible load, storage, and prosumer participation.• How community-led energy models can reduce constraints and deliver system benefits.• What the NEM needs to evolve into a truly decentralised, consumer-driven energy system.About our guest:Steve Lewis is Project Director, of the Community Power Network at Ausgrid, where he leads innovation in community energy, local flexibility, and distribution network evolution in the NEM. The premise of the Community Power Networks Trial is to turn local solar into shared value. For more information on the trial - head to the website. https://www.ausgrid.com.au/About-Us/Future-Grid/Community-Power-NetworksAbout Modo EnergyCheck out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYNModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchGrid connections have become one of the most urgent bottlenecks in the UK energy transition. With long queues, inconsistent timelines, and a system designed for a different era, developers are struggling to connect the very projects needed to decarbonise the grid. As demand for renewables, storage, and electrification accelerates, the question is no longer whether the system needs reform, but how quickly it can be delivered.In this episode of Transmission, Charles Deacon, Managing Director at Eclipse Power Solutions, joins Ed to break down the root causes of the UK's connection backlog and what needs to change to fix it. Over the conversation, Charles explores how developers are navigating today's connection challenges, what the recent reforms really mean in practice, and how networks, policymakers, and industry can work together to speed up delivery. He also shares lessons from real projects: what works, what doesn't, and the operational realities behind getting assets connected in a congested system.Key points covered:• Why grid connection delays have become a major blocker for renewables and storage projects.• How developers are adapting to uncertainty, shifting requirements, and long lead times.• What the latest connection queue reforms mean for projects in practice.• How networks, regulators, and industry can collaborate to accelerate connections.• What a future, streamlined connection process should look like for a net-zero power system.About our guest:Charles Deacon is Managing Director at Eclipse Power Solutions. He is a specialist in grid connections and energy infrastructure development, with hands-on experience navigating the UK's complex and rapidly evolving connection landscape. For more information on what Eclipse Power Solutions do - head to their website. https://eclipsepower.co.uk/solutions/About Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchGrid connections have become one of the most urgent bottlenecks in the UK energy transition. With long queues, inconsistent timelines, and a system designed for a different era, developers are struggling to connect the very projects needed to decarbonise the grid. As demand for renewables, storage, and electrification accelerates, the question is no longer whether the system needs reform, but how quickly it can be delivered.In this episode of Transmission, Charles Deacon, Managing Director at Eclipse Power Solutions, joins Ed to break down the root causes of the UK's connection backlog and what needs to change to fix it. Over the conversation, Charles explores how developers are navigating today's connection challenges, what the recent reforms really mean in practice, and how networks, policymakers, and industry can work together to speed up delivery. He also shares lessons from real projects: what works, what doesn't, and the operational realities behind getting assets connected in a congested system.Key points covered:• Why grid connection delays have become a major blocker for renewables and storage projects.• How developers are adapting to uncertainty, shifting requirements, and long lead times.• What the latest connection queue reforms mean for projects in practice.• How networks, regulators, and industry can collaborate to accelerate connections.• What a future, streamlined connection process should look like for a net-zero power system.About our guest:Charles Deacon is Managing Director at Eclipse Power Solutions. He is a specialist in grid connections and energy infrastructure development, with hands-on experience navigating the UK's complex and rapidly evolving connection landscape. For more information on what Eclipse Power Solutions do - head to their website. https://eclipsepower.co.uk/solutions/About Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchRenewable build-out is accelerating, driven by record levels of solar deployment and shifting system needs. But as generation scales, the system's ability to manage volatility isn't keeping pace. Markets across the globe are experiencing deeper price swings, more frequent negative prices, and growing operational complexity all pointing to one issue: the flexibility gap.In this episode of Transmission, Dario Hernandez, Head of Energy Storage at NextEnergy Capital, breaks down why flexibility has become the defining challenge for the energy transition. Over the conversation, Dario explores how storage, co-located solar-plus-storage projects, and smarter market design are essential to maintaining system stability as renewable penetration rises. He explains what's driving volatility, where markets are falling behind, and why places like Europe are entering a crucial phase that will determine the long-term resilience of its power system. The discussion unpacks how investors, operators, and policymakers can close the flexibility gap and unlock the value needed to support a high-renewables future.Key topic covered include:- How Europe's rapid solar growth is outpacing the flexibility needed to stabilise the grid.- Why market volatility is making fast-response flexibility more valuable than ever.- How outdated market designs and regulatory frameworks are slowing investment in flexibility.- The role battery storage will play in managing solar-driven price swings and balancing the system.- What reform is needed to accelerate flexibility deployment and close the system gap.About our guest:Dario Hernandez is Head of Energy Storage at NextEnergy Capital where he focuses on power markets, flexibility, and the role of storage in supporting the energy transition. NextEnergy Capital is a leading international investment and asset management platform specialising in solar and renewables infrastructure. Learn more on their website: https://www.nextenergycapital.com/About Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchRenewable build-out is accelerating, driven by record levels of solar deployment and shifting system needs. But as generation scales, the system's ability to manage volatility isn't keeping pace. Markets across the globe are experiencing deeper price swings, more frequent negative prices, and growing operational complexity all pointing to one issue: the flexibility gap.In this episode of Transmission, Dario Hernandez, Head of Energy Storage at NextEnergy Capital, breaks down why flexibility has become the defining challenge for the energy transition. Over the conversation, Dario explores how storage, co-located solar-plus-storage projects, and smarter market design are essential to maintaining system stability as renewable penetration rises. He explains what's driving volatility, where markets are falling behind, and why places like Europe are entering a crucial phase that will determine the long-term resilience of its power system. The discussion unpacks how investors, operators, and policymakers can close the flexibility gap and unlock the value needed to support a high-renewables future.Key topic covered include:- How Europe's rapid solar growth is outpacing the flexibility needed to stabilise the grid.- Why market volatility is making fast-response flexibility more valuable than ever.- How outdated market designs and regulatory frameworks are slowing investment in flexibility.- The role battery storage will play in managing solar-driven price swings and balancing the system.- What reform is needed to accelerate flexibility deployment and close the system gap.About our guest:Dario Hernandez is Head of Energy Storage at NextEnergy Capital where he focuses on power markets, flexibility, and the role of storage in supporting the energy transition. NextEnergy Capital is a leading international investment and asset management platform specialising in solar and renewables infrastructure. Learn more on their website: https://www.nextenergycapital.com/About Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchFor many households in the UK, the effects of the energy transition doesn't yet feel fair, affordable, or accessible. As the UK moves towards a smarter, cleaner power system, big questions remain about who benefits, who pays, and how to ensure consumers are supported rather than left behind. The success of the transition will depend not just on technology and investment, but on designing a system that works for real people as well as for industry.In this episode of Transmission, Dhara Vyas, CEO of EnergyUK explores what it truly means to build a people-centred energy system. Over the conversation, Dhara unpacks how policy, pricing, and consumer engagement must evolve to ensure households can participate in, and benefit from, the shift to net zero. The discussion brings clarity to one of the transition's biggest challenges: making the energy system work for everyone.Key topics covered:• Why fairness and affordability must be central to the energy transition - not an afterthought.• How households can meaningfully participate in a smarter, low-carbon system.• The policies and market reforms needed to protect consumers while enabling industrial investment.• Why better communication, engagement, and trust are essential for system change.• How to build an energy system that supports both households and industry as the UK moves toward net zero.About our guestDhara Vyas is Chief Executive Officer of EnergyUK and is an experienced energy policy and consumer engagement leader focused on building a fair, affordable, and inclusive energy system. She has worked across industry, policy, and advocacy organisations to shape how the UK transitions to a low-carbon future that works for everyone. Check out https://www.energy-uk.org.uk/ for more informationAbout Modo EnergyModo 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 interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.