Modo Energy's Transmission Podcast brings you insights from thought leaders, energy experts and cleantech specialists from across the industry.youtube.com/playlist?list=… London, UKJoined November 2025
New episode of Transmission 🎙️
@edcporter sat down with Kayte O'Neill, Chief Operating Officer at NESO, to get inside how Great Britain's energy system operator actually thinks.
Balancing the grid was never easy and now it's only one part of the job. Running the system means solving three things at once. The right generation mix. A network that can physically move that power across the country. And markets that send the right signals to make it all happen.
The part she finds genuinely fascinating is that none of it can be solved in isolation the real difficulty lives in how the three interact.
🎧 Listen to the full episode youtube.com/watch?v=_WgLqi…#Transmission#energy#NESO#grid#netzero#powermarkets#energypodcast #energytransition #systemoperator
"The longest duration energy story we have at the moment is fossil fuels."
Chris Stark, Head of the UK's Mission for Clean Power, on the storage problem nobody's solved yet: a lump of coal holds its energy for a millennia. Long-duration storage has to match that — and right now, only pumped hydro really does.
His argument: don't pick a winner. Innovation moves fastest when technologies are forced to prove themselves against each other, not when policy crowns one early.
🎧 Full episode out now on YouTube
#LongDurationStorage#EnergyStorage#CleanPower2030#BESS#GridStorage
Spain's solar capture price in February: €1.3/MWh.
Break-even to build profitably: €30–35/MWh.
Yet Spain deployed a record 8GW of solar in 2025 with 6GW more expected in 2026.
Pablo Martinez Serrano (Industry Lead for Iberia, Modo Energy) on the deployment-economics disconnect.
🎧 Full episode out now on YouTube.
#SpainEnergy#Solar#EnergyMarkets
Texas won't just lead oil and gas. It'll lead the energy transition.
Infrastructure, talent, and now Class 6 well primacy for carbon capture.
Batteries, hydrogen, CCUS - the Gulf Coast is positioned to lead the nation.
James Chenoweth, Alliant on Transmission 🎙️
#Texas#GulfCoast#EnergyTransition#CarbonCapture#CCUS
What's stalling energy deals right now?
Not tax. Not tech. Time.
Getting permitting, offtake, and financing to say yes simultaneously is the real challenge — miss the window and projects delay until they die.
James Chenoweth, Alliant on Transmission 🎙️
Hashtags: #RenewableEnergy#BatteryStorage#ProjectFinance#EnergyPermitting#BESS
Contrarian energy take from the tax insurance world: this might be the best time to get into energy projects.
The OBBBA, TCJA, and tariff policy now form a stable fiscal foundation. After 18 months of uncertainty - the ground is settling.
James Chenoweth, Alliant on Transmission 🎙️
#EnergyFinance#RenewableEnergy#TaxPolicy#ProjectFinance#CleanEnergy
ERCOT battery revenues under pressure. Engie still bullish.
The reason: batteries reduce portfolio risk, step in when wind and solar can't, and are increasingly part of multi-tech offtake deals customers are actively asking for.
Lolita Carry, Engie on Transmission 🎙️
#BatteryStorage#BESS#EnergyStorage#EnergyInvesting#RenewableEnergy
Batteries don't generate energy — they're there for the moments the grid can't manage alone.
Lolita Carry, Engie (largest battery operator in ERCOT): ancillary services dominated early. Now energy sales are taking over, driven by what the grid actually needs.
🎙️ Transmission
#BatteryStorage#BESS#EnergyStorage#AncillaryServices#ERCOT
Germany's BESS regulation problem isn't complexity — it's instability.
5 building permit pathways. A privilege introduced and removed in 5 weeks.
Bavaria scrapping permits altogether.
None of it bankable.
Florian Hock, NORD/LB on Transmission 🎙️
#BatteryStorage#BESS#EnergyRegulation#GermanyEnergy#EnergyPolicy
Financing a 100MW+ battery isn't a capital problem, it's a patience problem.
The most successful BESS investors in Germany spent years learning the tech, built small, operated it, then asked for the big money.
Florian Hock, NORD/LB on Transmission 🎙️
#BatteryStorage#BESS#EnergyFinance#Germany#RenewableEnergy
Anaerobic digestion of organic waste could reduce global carbon emissions by around 11%.
But much of the opportunity is still being missed.
In many countries, food waste still goes to landfill and millions of homes aren’t connected to proper waste treatment systems. That waste releases methane instead of being captured and converted into biogas for energy.
Alex Marshall from Clarke Energy explains why organic waste could be one of the most overlooked climate solutions.
#EnergyTransition#Biogas#WasteToEnergy#ClimateTech
Conventional geothermal requires a geological unicorn: heat + water + natural permeability.
That's why it's only 2% of the Earth's geothermal potential.
Next-gen removes the water/permeability requirement — unlocking 50–60% of global potential.
The oil & gas industry already drills 25–30K wells/year in the US alone. The convergence is inevitable. 🌍
#Geothermal#EnergyInnovation#CleanEnergy
The Earth's core is one of the largest untapped energy sources on the planet.
Next-gen geothermal drills deep, fractures rock to create reservoirs, and harvests heat to generate clean electricity — 24/7, anywhere on Earth.
The future of baseload clean energy might be right beneath our feet. 🌍🔥
Find out more - full episode out now
#Geothermal#CleanEnergy#EnergyInnovation
EDF uses AI across price forecasting, optimization & intraday reoptimisation of their 2 GW battery fleet.
But fully algorithmic? Not yet.
Listen to the full episode - out now
#AI#BESS#energytrading
Early days: 20–50 MW battery projects.
Then a planning regulation changed. Projects scaled. Debt came in. Investors needed revenue certainty.
EDF's largest contracted asset today: 500 MW.
#BESS#energystorage#UKenergy
In 2018, EDF tested batteries with a 50 kW unit - about 15 kettles worth.
Today they manage 2 GW live and 5 GW contracted - 20% of the UK market.
Listen to the full episode - out now.
#BESS#energystorage#UKenergy
We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from seeing existing assets more clearly. Quantum sensing promises just that, and it is closer to deployment than most people realise.
Find out more on the latest episode of Transmission.
In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation at EPRI to explore how quantum sensing technology could transform grid reliability and reshape how we think about energy security.
Find out more on the latest episode of Transmission.
What’s Really Stopping UK Solar?
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.
#SolarEnergy#EnergyTransition#RenewableEnergy#UKEnergy
New York’s Grid Was Built for a Different Era
Full documentary on YouTube: Why NY is missing its renewable targets.
The grid wasn’t built for wind + solar - it was built for cities and fossil plants.
Is this fixable by 2030?
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43 Followers 62 FollowingPower Markets at @modoenergy. Covering all things energy, batteries, and data centers in MISO and NYISO.
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105 Followers 166 FollowingSharing things I'm learning through my work at @modoenergy and other interests. All things energy & power, AI, and battery storage. All views my own.
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