Modo Energy

In this video, Brandt breaks down how ERCOT batteries performed during this January's winter storm. Batteries successfully held charge for the forecasted demand peak on the morning of the 26th. But they missed two significant real-time price spikes elsewhere in the week, including one over $1,000/MWh driven by load coming in above forecast. With a bit more willingness to cycle, batteries could have captured additional revenue and provided more reliability support during a critical week for the Texas grid.

The UK is building a clean power system at a pace not seen since the 1960s - connecting record volumes of wind and solar while transmission, storage and gas all reshape around them. Constraint costs have hit £7 billion, gas is being squeezed off the system, and the government has just rewritten the rules of the wholesale market. Chris Stark CBE, Head of UK’s Mission for Clean Power, joins Ed Porter to break down what Mission Control is actually delivering, where flexibility and storage fit into the 2030 plan, and what Reformed National Pricing means for investors, generators and consumers - plus much more. 🎧 You can listen to the latest episode of Transmission on your podcast platform of choice, or the Modo Energy YouTube channel.

The Western US power market is being redrawn. CAISO's EDAM and SPP's Markets+ both expand across the Western Interconnection in May 2026. Which market each balancing area lands in will shape the contracting and revenue opportunities for every new renewable project in the region. Watch Ovais Kashif map it out in 90 seconds 👇

Sign-ups are now open for our biggest event of the year! 𝐒𝐮𝐦𝐦𝐞𝐫 𝐒𝐞𝐬𝐬𝐢𝐨𝐧𝐬 '𝟐𝟔 𝐛𝐲 𝐌𝐨𝐝𝐨 𝐄𝐧𝐞𝐫𝐠𝐲 𝐚𝐧𝐝 𝐊𝐨 📅 Thursday, 11 June 2026 📍 Protein Studios, 31 New Inn Yard, Shoreditch, London EC2A 3EY 🕒 Conference 14:00–18:00 · Party 18:00–22:00 Join us for an afternoon of sessions on the future of European power markets, headlined by a keynote from Michael Liebreich, followed by an evening of drinks, music, and the wider industry in one room. Full speaker lineup coming soon. Spots are limited - RSVP today (link in comments)!

Bankable methodology, on demand. Ko now knows the methodology behind every Modo Energy forecast - every modelling decision, assumption, and judgement call our experts make. Stress-test every assumption before an investment decision, onboard a new analyst to a market in minutes, or track exactly what changed between forecast updates and why. With citations, in seconds. Ask Ko: https://lnkd.in/eFBEKFGi

Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet. Philipp Man - co-founder and CEO of terralayr joins Ed Porter to unpack the operational reality of building German battery storage at scale, the regulatory tension around grid fees, and his contrarian view that Germany's flexibility market is structurally larger than most forecasts suggest. 🎧 You can listen to the latest episode of Transmission on your podcast platform of choice, or the Modo Energy YouTube channel.

Modo Energy, where you work. Ko MCP brings our bankable data and regulated benchmarks directly into the tools you already use — Claude, Cursor, and any MCP-compatible tool. A few ways customers are already using it: → Monthly benchmark reports across every market → Draft IC memos with regulated index values → Build decks grounded in Modo Energy's research And a lot more we haven't thought of yet. Setup guide: https://lnkd.in/eBeUK3kp

Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits. Hassen Bali, co-founder and director at ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia. 🎧 You can listen to the latest episode of Transmission on your podcast platform of choice, or the Modo Energy YouTube channel.

Spain has approximately 42GW of utility-scale solar and 50GW when rooftop is included, yet less than 100MW of grid-connected battery storage. In February, solar capture rates hit €1.30 per megawatt hour, a fraction of the €30–35/MWh needed for a solar project to break even. Why hasn't battery storage followed the solar boom and could it be the key to rescuing solar revenues? Pablo Martínez Serrano, Iberia Industry Lead at Modo Energy, joins Ed Porter to break down why Spain's energy market defies easy assumptions, and what the Iberian blackout changed. 🎧 You can listen to the latest episode of Transmission on your podcast platform of choice, or the Modo Energy YouTube channel.

Scotland generates more wind than the grid can handle. In 2025, that constraint cost Britain £1.35 billion in wind curtailment and replacement gas costs. Last week we released a short documentary 'Why are wind farms in Scotland getting paid to turn off?' - explaining why. The response was bigger than we expected. Hundreds of comments, and a lot of technically sharp questions. Ed Porter and Robyn Lucas came back for a follow up and answered some of them. They explore the potential fixes of transmission bottlenecks between Scotland and England - and why each one has a different investment and policy timeline: ▪️The cables: Four Eastern Green Link HVDC cables set to carry 8GW from Scotland to England. EGL1 and EGL2 go live in 2029. EGL3 and EGL4 follow in 2033. ▪️The batteries: How lithium-ion systems are now competing with pumped hydro on cost for 8 to 12 hour storage durations. ▪️The market: The UK rejected zonal pricing in favour of reformed national pricing. What does that actually mean for consumers and constraint costs? ▪️The fairness question: Scottish data centres get government incentives to locate near cheap wind. Scottish households pay a flat national rate. Is that right? If you haven't already, watch the full 9 minute documentary - link in the comments.