Transmission

Biomethane currently supplies just 1% of UK gas demand. Could it reach 30% by 2050? Philipp Lukas, founder and CEO of Future Biogas, makes the case.The UK uses around 700 terawatt hours of gas every year. Even as electrification reduces that to 150–250 TWh by 2050, the gas that remains will be harder than ever to replace. Industrial heat, steel, glass, shipping, aviation.Biomethane, produced from organic waste and agricultural byproducts through anaerobic digestion, could supply 50–60 TWh of that demand. That's roughly 10 times what the UK produces today.In this episode of Transmission, Ed speaks with Philipp Lukas, CEO of Future Biogas. Philipp explains how the technology works, why the gas grid is the biggest battery in the country, and why turning it off would be a mistake. You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.Battery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-up?utm_source=youtube&utm_medium=podcast&utm_id=stuart_pomeroyWatch on YouTube: https://youtu.be/Y1pWt2-cKi4Chapters0:00 Introduction — the gas grid as a clean energy asset1:20 What everyone gets wrong about biogas2:00 How anaerobic digestion works (the basics)8:00 Ranking the top uses of biomethane10:00 The price gap: natural gas vs. biomethane today15:00 The future of the UK gas grid — 700 TWh to 200 TWh18:00 How much could biomethane supply by 2050?25:00 Why the gas grid won’t be switched off29:00 Dunkelflaute and the case for backup gas33:00 Feedstocks: sewage, food waste, animal manure, energy crops37:00 Biogas vs. ethanol: land use and the rotation argument40:00 How biogas plants actually work (reliability, engineering)43:00 The subsidy journey and the obligation model47:00 Closing

Biomethane currently supplies just 1% of UK gas demand. Could it reach 30% by 2050? Philipp Lukas, founder and CEO of Future Biogas, makes the case.The UK uses around 700 terawatt hours of gas every year. Even as electrification reduces that to 150–250 TWh by 2050, the gas that remains will be harder than ever to replace. Industrial heat, steel, glass, shipping, aviation.Biomethane, produced from organic waste and agricultural byproducts through anaerobic digestion, could supply 50–60 TWh of that demand. That's roughly 10 times what the UK produces today.In this episode of Transmission, Ed speaks with Philipp Lukas, CEO of Future Biogas. Philipp explains how the technology works, why the gas grid is the biggest battery in the country, and why turning it off would be a mistake. You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.Battery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-up?utm_source=youtube&utm_medium=podcast&utm_id=stuart_pomeroyWatch on YouTube: https://youtu.be/Y1pWt2-cKi4Chapters0:00 Introduction — the gas grid as a clean energy asset1:20 What everyone gets wrong about biogas2:00 How anaerobic digestion works (the basics)8:00 Ranking the top uses of biomethane10:00 The price gap: natural gas vs. biomethane today15:00 The future of the UK gas grid — 700 TWh to 200 TWh18:00 How much could biomethane supply by 2050?25:00 Why the gas grid won’t be switched off29:00 Dunkelflaute and the case for backup gas33:00 Feedstocks: sewage, food waste, animal manure, energy crops37:00 Biogas vs. ethanol: land use and the rotation argument40:00 How biogas plants actually work (reliability, engineering)43:00 The subsidy journey and the obligation model47:00 Closing

Eight in ten clean energy projects never make it through development. Not because of bad ideas, but because of how the process is run: sequential, analog, and fragmented across consultants, spreadsheets, and months of waiting.In this episode of Transmission, Alejandro speaks with Stuart Pomeroy from Paces .Stuart breaks down exactly why the traditional development model fails, what a parallel workflow looks like in practice, and how compressing land, environmental, interconnection, and permitting work into a single ecosystem can cut development timelines by more than half.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystBattery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-upFor more information on Paces, Head to their website → https://www.paces.com/LinkedIn: https://www.linkedin.com/company/pacesai/Reach Stuart at sales@paces.com0:00 Introduction: the hidden cost of delay in clean energy3:18 How clients use Paces day-to-day4:29 The data model: land, zoning, and interconnection layers5:25 The old sequential development model7:30 Cutting development time by 50%+9:02 Does Paces replace environmental consultants?11:05 Cost savings and pipeline conversion metrics13:47 Assessing permitting risk and policy uncertainty15:42 The Permitting Predictor tool17:17 Predicting landowner behaviour18:37 Hottest US regions for development activity27:42 Community sentiment and opposition risk31:22 Off-grid development and on-site generation34:10 Cost, complexity, and time: the off-grid advantage36:40 LMP data suite and revenue signals37:40 Getting projects bankable: track record and case studies39:31 What Paces are building next41:23 Contrarian takes: off-grid and permitting44:19 Closing

Eight in ten clean energy projects never make it through development. Not because of bad ideas, but because of how the process is run: sequential, analog, and fragmented across consultants, spreadsheets, and months of waiting.In this episode of Transmission, Alejandro speaks with Stuart Pomeroy from Paces .Stuart breaks down exactly why the traditional development model fails, what a parallel workflow looks like in practice, and how compressing land, environmental, interconnection, and permitting work into a single ecosystem can cut development timelines by more than half.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystBattery revenues, nodal spreads, trading strategies, Ko answers your most business-critical questions instantly, powered by Modo's IOSCO-aligned benchmark data. Try Ko for free now→ https://modoenergy.com/sign-upFor more information on Paces, Head to their website → https://www.paces.com/LinkedIn: https://www.linkedin.com/company/pacesai/Reach Stuart at sales@paces.com0:00 Introduction: the hidden cost of delay in clean energy3:18 How clients use Paces day-to-day4:29 The data model: land, zoning, and interconnection layers5:25 The old sequential development model7:30 Cutting development time by 50%+9:02 Does Paces replace environmental consultants?11:05 Cost savings and pipeline conversion metrics13:47 Assessing permitting risk and policy uncertainty15:42 The Permitting Predictor tool17:17 Predicting landowner behaviour18:37 Hottest US regions for development activity27:42 Community sentiment and opposition risk31:22 Off-grid development and on-site generation34:10 Cost, complexity, and time: the off-grid advantage36:40 LMP data suite and revenue signals37:40 Getting projects bankable: track record and case studies39:31 What Paces are building next41:23 Contrarian takes: off-grid and permitting44:19 Closing

Tax insurance helps clean energy projects manage the risk of the IRS challenging their tax credits - like the Investment Tax Credit (ITC), Production Tax Credit (PTC), or bonus depreciation. Instead of carrying that uncertainty, developers and investors can transfer it to insurers, adding confidence to project financing.In this episode, Alejandro speaks with James Chenoweth Managing Director at Alliant Insurance Services, about how the market works and who’s using it. They also touch on the key areas of risk today, such as whether projects properly qualify for credits, potential recapture issues, and structuring above the project level, along with ongoing uncertainty around foreign ownership rules (FEOC), which are still awaiting clearer IRS guidance.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo 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/TheWeeklyDispatch00:00:00 Introduction00:03:48 What is tax insurance?00:05:19 Who needs it and why?00:06:18 Is a project insurable?00:07:05 Insurable risk examples00:07:51 Which technologies lead demand?00:08:43 FEOC rules explained00:09:56 How tax insurance is priced00:10:57 Where it sits in the finance stack00:13:49 Who benefits from risk transfer?00:14:01 Impact on project returns00:14:32 The next big insurable wedge00:15:13 Why Texas leads the sector00:15:57 Houston: oil & gas to renewables00:17:14 War stories from the boom years00:18:32 Advice for developers00:19:07 Alliant's large-scale capabilities00:21:00 Contrarian take: tax policy is stabilising

Tax insurance helps clean energy projects manage the risk of the IRS challenging their tax credits - like the Investment Tax Credit (ITC), Production Tax Credit (PTC), or bonus depreciation. Instead of carrying that uncertainty, developers and investors can transfer it to insurers, adding confidence to project financing.In this episode, Alejandro speaks with James Chenoweth Managing Director at Alliant Insurance Services, about how the market works and who’s using it. They also touch on the key areas of risk today, such as whether projects properly qualify for credits, potential recapture issues, and structuring above the project level, along with ongoing uncertainty around foreign ownership rules (FEOC), which are still awaiting clearer IRS guidance.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo 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/TheWeeklyDispatch00:00:00 Introduction00:03:48 What is tax insurance?00:05:19 Who needs it and why?00:06:18 Is a project insurable?00:07:05 Insurable risk examples00:07:51 Which technologies lead demand?00:08:43 FEOC rules explained00:09:56 How tax insurance is priced00:10:57 Where it sits in the finance stack00:13:49 Who benefits from risk transfer?00:14:01 Impact on project returns00:14:32 The next big insurable wedge00:15:13 Why Texas leads the sector00:15:57 Houston: oil & gas to renewables00:17:14 War stories from the boom years00:18:32 Advice for developers00:19:07 Alliant's large-scale capabilities00:21:00 Contrarian take: tax policy is stabilisinghttps://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=james_chenoweth

How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO.In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo 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:0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge4:01 Capital allocation and key technologies in focus5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO6:04 What makes each market unique 9:27 BESS + solar development: from site to FID11:00 Risk assessment and project showstoppers12:32 Network upgrades and interconnection queue dynamics14:49 Raising and lowering the investment bar across markets18:01 Where Engie captures the most value: development vs. construction vs. operations18:59 The capital recycling model — Engie's 2.7GW SES deal explained20:20 How grid-scale batteries operate day to day21:45 BESS revenue decline: ancillary services, cannibalisation, and energy arbitrage22:34 Investment stance23:27 In-house energy management vs. external optimisers24:07 Advantages of scale vs. smaller developers29:10 Career advice for those entering the energy investment sector30:20 The Broad Reach Power acquisition — lessons and integration32:05 Final plug and contrarian view on the energy industry

The money for German battery storage exists. What's scarce is bankability - the clarity that lets a lender actually commit. What are banks really evaluating when they look at BESS projects in Germany and why regulatory uncertainty, grid connection risk, and the structure of offtake agreements can make or break the chances of getting debt across the line.In this conversation, Ed is joined by Florian Hock, Senior Director, Origination Energy Europe at NORD/LB to explore what separates a financeable BESS project from one that stalls.If you're developing, financing, or investing in battery storage in Germany or watching the market, this is the episode to understand what the financing layer actually looks like from the inside.0:00 Introduction0:57 Banks as advisors, not ATMs2:50 Financial & regulatory hurdles7:46 Defining bankability9:01 Regulatory risks to revenues10:25 Tolling contracts & capacity markets16:37 The grid fees debate19:03 Offtake 1.0 to 4.022:49 Germany vs UK valuations25:10 Navigating ancillary saturation27:49 The bankability framework33:33 Beyond capital: NIBC's role36:53 Grid connection delays38:14 Flexible connection agreements39:56 Lessons from the UK43:31 One change for Europe#BatteryStorage #EnergyFinance #GermanEnergyMarket #BESS #EnergyTransition

The money for German battery storage exists. What's scarce is bankability - the clarity that lets a lender actually commit. What are banks really evaluating when they look at BESS projects in Germany and why regulatory uncertainty, grid connection risk, and the structure of offtake agreements can make or break the chances of getting debt across the line.In this conversation, Ed is joined by Florian Hock, Senior Director, Origination Energy Europe at NORD/LB to explore what separates a financeable BESS project from one that stalls.If you're developing, financing, or investing in battery storage in Germany or watching the market, this is the episode to understand what the financing layer actually looks like from the inside.0:00 Introduction0:57 Banks as advisors, not ATMs2:50 Financial & regulatory hurdles7:46 Defining bankability9:01 Regulatory risks to revenues10:25 Tolling contracts & capacity markets16:37 The grid fees debate19:03 Offtake 1.0 to 4.022:49 Germany vs UK valuations25:10 Navigating ancillary saturation27:49 The bankability framework33:33 Beyond capital: NIBC's role36:53 Grid connection delays38:14 Flexible connection agreements39:56 Lessons from the UK43:31 One change for Europe#BatteryStorage #EnergyFinance #GermanEnergyMarket #BESS #EnergyTransition

The AI boom has created an energy problem no one quite planned for. Every new data center needs power now - not in three years when the grid connection finally arrives. Developers are skipping the queue, installing on-site generation at a scale that would have seemed extraordinary five years ago.But speed to power isn't the only pressure. Data center operators are also staring down net zero commitments, sustainability departments that want decarbonisation, and an energy trilemma of cost, carbon, and resilience.In this episode Alejandro is joined by Alex Marshall, Group Business Development and Marketing Director at Clarke Energy. Alex explains why gas engines have become the bridging technology of choice for hyperscale data centers, what a 450 MW peaking station outside London actually looks like, and whether the engineering department and the sustainability team will ever agree.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo 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- 0:00 — Introduction- 1:44 — Guest intro: Alex Marshall & Clarke Energy- 3:30 — Data centers and the shift to self-generation- 5:00 — The inflection point: Ireland to the US- 7:00 — Biggest project: 450 MW peaking station, London- 7:45 — Gas engines vs batteries: what fills the dunkelflaute gap- 9:00 — What US data centers actually buy- 10:20 — The net zero pathway for gas engines- 14:00 — Speed to power vs cost savings- 17:00 — Europe vs US: sustainability and energy culture- 18:00 — 45Y production tax credit: what's at stake- 22:10 — Clarke Energy's business model- 22:40 — Project highlights: Ireland, Indiana, Nigeria, Romania- 25:00 — The contrarian view: biogas & organic waste

The AI boom has created an energy problem no one quite planned for. Every new data center needs power now - not in three years when the grid connection finally arrives. Developers are skipping the queue, installing on-site generation at a scale that would have seemed extraordinary five years ago.But speed to power isn't the only pressure. Data center operators are also staring down net zero commitments, sustainability departments that want decarbonisation, and an energy trilemma of cost, carbon, and resilience.In this episode Alejandro is joined by Alex Marshall, Group Business Development and Marketing Director at Clarke Energy. Alex explains why gas engines have become the bridging technology of choice for hyperscale data centers, what a 450 MW peaking station outside London actually looks like, and whether the engineering department and the sustainability team will ever agree.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo 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- 0:00 — Introduction- 1:44 — Guest intro: Alex Marshall & Clarke Energy- 3:30 — Data centers and the shift to self-generation- 5:00 — The inflection point: Ireland to the US- 7:00 — Biggest project: 450 MW peaking station, London- 7:45 — Gas engines vs batteries: what fills the dunkelflaute gap- 9:00 — What US data centers actually buy- 10:20 — The net zero pathway for gas engines- 14:00 — Speed to power vs cost savings- 17:00 — Europe vs US: sustainability and energy culture- 18:00 — 45Y production tax credit: what's at stake- 22:10 — Clarke Energy's business model- 22:40 — Project highlights: Ireland, Indiana, Nigeria, Romania- 25:00 — The contrarian view: biogas & organic waste

Australia has built one of the world's most competitive battery storage markets — and it got there faster than almost anywhere else on the planet. What started as an experiment in South Australia in 2017 has grown into a mature, multi-gigawatt industry that is now redefining what grid-scale batteries can do.In this episode of Transmission, host Wendel Hortop sits down with Jérémie Yvon, Head of Energy Management at Neoen Australia, to explore how one of the country's largest renewable energy companies is navigating the rapidly evolving battery landscape across both the National Electricity Market (NEM) and the Western Australian Electricity Market (WEM). They cover the maturation of the Australian battery market, how Neoen structures battery revenue across two very different market designs, the rise of virtual batteries and firm renewable PPAs, long-duration storage investment, and why Jérémie believes battery oversupply is a credible - and under appreciated - risk.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Wendel Hortop - Head of AustraliaModo 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/TheWeeklyDispatchChapters0:00 Introduction — the hospital generator analogy1:45 Guest intro: Jérémie Yvon and Neoen Australia4:30 NEM vs WEM: how battery economics differ8:30 Hornsdale: from proof of concept to system services11:30 NEM design — volatility and five-minute trading14:00 WEM design — capacity market mechanics17:00 Revenue compression in ancillary services20:30 How Neoen builds optimisation capabilities in-house23:00 Battery + wind firming: delivering baseload renewables25:30 Virtual battery products explained29:00 Risk management for firm products32:00 Solar cannibalisation and price suppression38:00 Long-duration storage pipeline44:00 Rate of change of frequency (RoCoF) services47:00 Are batteries now the cheapest system service provider?50:00 Contrarian view: what the market is getting wrong51:39 Wrap-upModo Energy | modoenergy.com

Australia has built one of the world's most competitive battery storage markets — and it got there faster than almost anywhere else on the planet. What started as an experiment in South Australia in 2017 has grown into a mature, multi-gigawatt industry that is now redefining what grid-scale batteries can do.In this episode of Transmission, host Wendel Hortop sits down with Jérémie Yvon, Head of Energy Management at Neoen Australia, to explore how one of the country's largest renewable energy companies is navigating the rapidly evolving battery landscape across both the National Electricity Market (NEM) and the Western Australian Electricity Market (WEM). They cover the maturation of the Australian battery market, how Neoen structures battery revenue across two very different market designs, the rise of virtual batteries and firm renewable PPAs, long-duration storage investment, and why Jérémie believes battery oversupply is a credible - and under appreciated - risk.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Wendel Hortop - Head of AustraliaModo 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/TheWeeklyDispatchChapters0:00 Introduction — the hospital generator analogy1:45 Guest intro: Jérémie Yvon and Neoen Australia4:30 NEM vs WEM: how battery economics differ8:30 Hornsdale: from proof of concept to system services11:30 NEM design — volatility and five-minute trading14:00 WEM design — capacity market mechanics17:00 Revenue compression in ancillary services20:30 How Neoen builds optimisation capabilities in-house23:00 Battery + wind firming: delivering baseload renewables25:30 Virtual battery products explained29:00 Risk management for firm products32:00 Solar cannibalisation and price suppression38:00 Long-duration storage pipeline44:00 Rate of change of frequency (RoCoF) services47:00 Are batteries now the cheapest system service provider?50:00 Contrarian view: what the market is getting wrong51:39 Wrap-upModo Energy | modoenergy.com

The energy grid needs reliable, carbon-free power around the clock and geothermal might be the most underestimated solution on the table. A century of oil and gas expertise is now being repurposed to unlock heat sitting beneath our feet almost anywhere on Earth, and in doing so, it's also unlocking a new form of long-duration energy storage that requires no mountain, no reservoir, and no battery chemistry.In this episode, host Alejandro Diego sits down with Cindy Taff, CEO of Sage Geo Systems. Together they explore how Sage is moving beyond the geological constraints of conventional geothermal, what it takes to engineer a reservoir from scratch, how their underground pressure storage system works like an inverted pumped hydro plant, and why companies like Meta and the US Department of Defense are already signing on.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:https://bit.ly/TheWeeklyDispatch Chapters:00:00 Next-gen geothermal intro01:49 Cindy Taff background04:51 Geothermal opportunity07:19 Conventional geothermal limits08:39 How geothermal works10:38 Geothermal grid baseload11:44 US heat resource map13:13 Oil and gas drilling tech16:50 Discovering underground storage17:21 Earth Store technology18:07 Storage capacity explained19:35 Fast dispatch no degradation21:42 Pelton turbine explained23:47 Why viable now25:30 Energy storage business model27:12 Target customers28:27 Development obstacles29:52 Permitting process31:36 Meta 150MW deal33:41 5.5 terawatt potential36:17 Grid transformation impact37:49 What drives Cindy39:16 Direct heating use case40:30 Sage 2035 milestones42:20 Energy expansion contrarian view

The energy grid needs reliable, carbon-free power around the clock and geothermal might be the most underestimated solution on the table. A century of oil and gas expertise is now being repurposed to unlock heat sitting beneath our feet almost anywhere on Earth, and in doing so, it's also unlocking a new form of long-duration energy storage that requires no mountain, no reservoir, and no battery chemistry.In this episode, host Alejandro Diego sits down with Cindy Taff, CEO of Sage Geo Systems. Together they explore how Sage is moving beyond the geological constraints of conventional geothermal, what it takes to engineer a reservoir from scratch, how their underground pressure storage system works like an inverted pumped hydro plant, and why companies like Meta and the US Department of Defense are already signing on.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:https://bit.ly/TheWeeklyDispatch Chapters:00:00 Next-gen geothermal intro01:49 Cindy Taff background04:51 Geothermal opportunity07:19 Conventional geothermal limits08:39 How geothermal works10:38 Geothermal grid baseload11:44 US heat resource map13:13 Oil and gas drilling tech16:50 Discovering underground storage17:21 Earth Store technology18:07 Storage capacity explained19:35 Fast dispatch no degradation21:42 Pelton turbine explained23:47 Why viable now25:30 Energy storage business model27:12 Target customers28:27 Development obstacles29:52 Permitting process31:36 Meta 150MW deal33:41 5.5 terawatt potential36:17 Grid transformation impact37:49 What drives Cindy39:16 Direct heating use case40:30 Sage 2035 milestones42:20 Energy expansion contrarian view

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.

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