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Modo Energy

@modoenergy.bsky.social
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Ed Porter @edporter.bsky.social · 18/08/2026
🎧 Transmission: In Poland it isn't coal's shrinking market share driving negative prices, it's coal's inflexibility. The plants can't ramp down fast enough as renewables pass 30% of generation. That's what's making battery arbitrage work. R.Power's take on a fast-changing market.
Transmission podcast: How Poland Is Building a Renewable Power System - R.Power Renewables
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Reposted by Modo Energy
Ed Porter @edporter.bsky.social · 20/08/2026
The EU carbon price sets Europe's evening power prices, and those spreads are what finance batteries. So the Commission's proposal to loosen the ETS after 2030 cuts BESS revenue by 5 to 9% across Spain, Italy, Germany and Poland. The bigger factor is how well a battery can pivot to other markets.
Chart: eu carbon revenue absolute
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Reposted by Modo Energy
patrickbryant.page @patrickbryant.page · 05/08/2026
$100/kWh for 4-hour grid battery systems in the Middle East. Deploying O(10GWh)/year in the near future, already Texas/California scale installed. Sodium-ion coming soon with lower system cost and 2x cycle life. Batteries are fundamentally changing the grid this decade. 🔌💡 @modoenergy.bsky.social
youtu.be
Why Batteries Are Changing Faster Than the Industry Expected - Marek Kubik
YouTube video by Modo Energy
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Modo Energy @modoenergy.bsky.social · 19/08/2026
Poland cut coal from 95% to 55% of power generation in a decade. Renewables hit 30%+ last year. One of Europe's fastest energy transitions, quietly underway. Tomasz Sęk, Founder & COO, R.Power Renewables, joins Transmission. Watch the full episode on YouTube - Search Modo Energy 🎧 #BESS #Poland
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Modo Energy @modoenergy.bsky.social · 12/08/2026
Grid queue position ≠ connection order — and developers keep getting caught out by it. A 20MW battery could apply years after a nuclear project and still be stuck waiting on the same reinforcements. Catherine Cleary (Roadnight Taylor) explains on Transmission. Full ep out now.
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Modo Energy @modoenergy.bsky.social · 06/08/2026
Zero grid-scale batteries. Then 18 GWh in under two years. That's Saudi Arabia's battery storage story, and it's a small example of how fast this whole industry is moving. The same pace of change is what's letting sodium-ion challenge lithium-ion's grip on the market.
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Reposted by Modo Energy
Ed Porter @edporter.bsky.social · 23/07/2026
NEM small-scale battery fleet reached 7.8 GW by end of June, up from 1.4 GW a year earlier. These sit behind the meter and reshape residential demand rather than bidding in, but that shift is enough to add to the spread compression grid-scale BESS is already feeling.
Chart: nem price profile by state q2
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Reposted by Modo Energy
Ed Porter @edporter.bsky.social · 23/07/2026
Spain recorded nearly 700 hours of negative day-ahead prices in the year to 22 July, almost double Germany's 348. But depth tells a different story: Spain bottomed at -€9.8/MWh, Germany at -€499. Spanish renewables sell merchant, so they stop bidding at zero.
Chart: negative hours current year
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Ed Porter @edporter.bsky.social · 20/07/2026
PJM: A distribution-connected battery under 20 MW can skip the interconnection queue with a WMPA and reach wholesale markets in months rather than two years. But regulation is 47 to 66% of that revenue, and PJM's regulation market is only 750 MW. That erodes as supply grows.
Chart: 90% of PJM's distributed BESS have under 2 hours of duration, concentrated in New Jersey, Illinois, and central Virginia
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Reposted by Modo Energy
Ed Porter @edporter.bsky.social · 20/07/2026
Spain: modelling single-axis trackers instead of fixed-tilt lifts the unclipped solar capture price by about €6/MWh in 2028. Trackers hold a plateau through midday and generate later into the evening, pushing more output into the sunrise and sunset hours that move prices most.
Chart: es solar tracker shape clear day
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Reposted by Modo Energy
Ed Porter @edporter.bsky.social · 22/07/2026
NEM battery offtakes: physical tolls remain the backbone, accumulating to around 2.3 GW by 2029. But PPAs are the fastest-growing structure from 2027, essentially absent until 2025 then climbing to 1.7 GW through hyperscaler and industrial deals with Amazon, Rio Tinto and BHP.
Chart: nem offtakes 01 cumulative by type
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Modo Energy @modoenergy.bsky.social · 30/04/2026
Texas uses locational pricing to pull data centres toward cheap wind power. The UK doesn't have that signal so the government is subsidising data centres to go to Scotland instead. Scottish households with EVs and heat pumps get nothing. Fair? Full video out now #UKGrid #ZonalPricing #EnergyPolicy
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Modo Energy @modoenergy.bsky.social · 29/04/2026
Zonal and national pricing look the same... until a grid constraint hits. Then prices split by location. The UK's incoming "reformed national pricing" could carry zonal principles. Watch the full video out now on YouTube #ZonalPricing #UKGrid #EnergyPolicy
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Modo Energy @modoenergy.bsky.social · 28/04/2026
8GW of Scottish wind, stuck. The Eastern Green Link cables will help to fix this - running under the sea from Scotland to England. Until then, constraint costs keep climbing. Watch the full video out now on YouTube #EasternGreenLink #UKGrid #WindCurtailment
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Modo Energy @modoenergy.bsky.social · 27/04/2026
Batteries are already cheaper than gas in flexibility markets, but more isn't always better. Grid planning is about the right mix of tech, not maximising one asset. Too much of anything becomes a problem. Full video out now on YouTube #BESS #PowerSystems #EnergyStorage
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Modo Energy @modoenergy.bsky.social · 24/04/2026
Pumped hydro needs a hill, a lake, and years to build. Lithium-ion batteries need none of that and they're now competitive on 8–12hr storage at lower cost. We answer your top questions from our recent documentary on wind curtailment in GB. Out now on YouTube #BESS #BatteryStorage #EnergyStorage
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Modo Energy @modoenergy.bsky.social · 20/04/2026
Britain curtails 30–40% of Scotland's wind. How to fix it? Build more transmission: but fixing one bottleneck creates the next. More batteries: store surplus wind, discharge where needed Market reform: locational pricing to guide investment Full video on YouTube #WindCurtailment #UKEnergy #BESS
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Modo Energy @modoenergy.bsky.social · 19/04/2026
Wind farms switched off. Gas switched on. £1.4bn a year. It looks broken, but the problem isn't the wind. It's the transmission capacity to move clean electricity from Scotland to demand in the south. Full video out on YouTube #WindCurtailment #UKEnergy #EnergyPolicy
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Modo Energy @modoenergy.bsky.social · 17/04/2026
Push more power through a transmission line than it can carry and you break it. That's what causes a grid constraint. And it's why Scottish wind farms regularly get told to switch off, even on the windiest days. Watch the full video on YouTube #WindCurtailment #GridConstraints #UKEnergy
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Modo Energy @modoenergy.bsky.social · 22/03/2026
Texas and the Gulf Coast aren't just the home of oil and gas — they're positioned to lead the energy transition too. 🎙️ Full episode: Transmission by Modo Energy #Texas #GulfCoast #EnergyTransition #CarbonCapture #CCUS
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Modo Energy @modoenergy.bsky.social · 20/03/2026
The biggest risk derailing renewables and battery deals right now isn't tax or regulation. It's time. James Chenoweth (Alliant) explains: getting permitting, offtake, and financing aligned simultaneously is the hardest coordination challenge in project development. 🎙️ Full episode out now
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Modo Energy @modoenergy.bsky.social · 19/03/2026
Contrarian view from the tax insurance world: US tax policy is finally settling and that could make now one of the best times to get into energy projects. 🎙️ Full episode: Transmission by Modo Energy #EnergyFinance #RenewableEnergy #TaxPolicy #ProjectFinance #CleanEnergy
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Modo Energy @modoenergy.bsky.social · 18/03/2026
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 #RenewableEnergy
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Modo Energy @modoenergy.bsky.social · 17/03/2026
Batteries don't generate energy. They show up when the grid can't cope on its own. Lolita Carry (Engie, largest battery operator in ERCOT) explains why the battery business model is fundamentally about being reactive. 🎙️ Full episode: Transmission by Modo Energy #BatteryStorage #BESS #ERCOT
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Modo Energy @modoenergy.bsky.social · 13/03/2026
Germany's BESS regulation isn't too complex - it's too unstable. The problem isn't the process. It's that it's still being designed while projects are live. 🎙️ Full episode: Transmission by Modo Energy #BatteryStorage #BESS #EnergyRegulation #GermanyEnergy #EnergyPolicy
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Modo Energy @modoenergy.bsky.social · 12/03/2026
Most people think battery financing is about finding enough capital. But the real investment is time and experience. 🎙️ Full episode: Transmission by Modo Energy #BatteryStorage #BESS #EnergyFinance #Germany #RenewableEnergy
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Modo Energy @modoenergy.bsky.social · 02/03/2026
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
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Modo Energy @modoenergy.bsky.social · 27/02/2026
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
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Modo Energy @modoenergy.bsky.social · 26/02/2026
In 2018, EDF started with a 50 kW battery — roughly 15 kettles worth of power. Today: 2 GW live, 5 GW contracted, 20% of the UK battery market. Listen to the full episode - out now 🔋 #energystorage #BESS #UKenergy
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Modo Energy @modoenergy.bsky.social · 25/02/2026
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.
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Modo Energy @modoenergy.bsky.social · 24/02/2026
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.
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Modo Energy @modoenergy.bsky.social · 23/02/2026
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
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Modo Energy @modoenergy.bsky.social · 20/02/2026
The 60GW Solar Question: Can the UK Really Deliver? Find out more on the lastest episode of Transmission. #SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy
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Modo Energy @modoenergy.bsky.social · 19/02/2026
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. Find out more on the lastest episode of Transmission. #SolarEnergy #RenewableEnergy #CleanPower
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Modo Energy @modoenergy.bsky.social · 17/02/2026
In this episode, @@dedeigo_a 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 the boom in solar proliferation #AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear
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Modo Energy @modoenergy.bsky.social · 11/02/2026
The grid has fundamentally changed - Rooftop solar, EVs and other DERs have made energy distribution a two way street. Find out more on the lastest episode of Transmission. #GridModernization #DigitalTwin #EnergyTransition
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Modo Energy @modoenergy.bsky.social · 10/02/2026
Using a digital twin helps utilities to predict and react to power outages faster than ever. Xcel Energy's Marcus Johansson joins @dedeigo_a on the latest episode of Transmission. #GridModernization #DigitalTwin #EnergyTransition
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Modo Energy @modoenergy.bsky.social · 10/02/2026
Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events and load surges before they happen, fundamentally changing how the grid stays reliable. 🎧 Get the full story in the latest episode of Transmission!
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Modo Energy @modoenergy.bsky.social · 04/02/2026
Energy-only markets create unique incentives for storage that wouldn't exist elsewhere. Get the full story in the latest episode of Transmission.
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Modo Energy @modoenergy.bsky.social · 03/02/2026
Texas is becoming America's AI capital. The key factor? Speed. ERCOT's VP of Commercial Operations - Keith Collins, joins Alex in todays conversation. Get the full story in the latest episode of Transmission.
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Modo Energy @modoenergy.bsky.social · 30/01/2026
The "standardized battery storage solution" myth. engineers who've successfully deployed in the UK don't automatically have the skillset for Australian projects. Every market requires earned expertise. Full episode out now.
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Modo Energy @modoenergy.bsky.social · 29/01/2026
Lucie Kanius-Dujardin (NHOA Energy) breaks down a critical industry blind spot: Everyone fixates on battery capex, but underestimates the Power Plant Controller - a component that's 1% of cost but can delay entire projects 🎧 Get the full story in the latest episode of Transmission!
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Modo Energy @modoenergy.bsky.social · 04/12/2025
Today's episode of Transmission features Karen De Lathouder (Eneco) discussing how industrial electrification is both creating and filling demand simultaneously
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Modo Energy @modoenergy.bsky.social · 03/12/2025
New York's grid is unique. Focus on providing the most value by identifying areas with the most constraints and highest community need. That's how you win in energy infrastructure! #NYGrid #EnergyValue #Infrastructure
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Modo Energy @modoenergy.bsky.social · 02/12/2025
On today's Transmission episode, Daniel Gavrilov (Limitless Energy) talks to Alex de Diego (Modo Energy) about solar panels being one of the fastest and cheapest ways to produce energy #solar #renewable
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Modo Energy @modoenergy.bsky.social · 28/11/2025
The NY ISO interconnection queue is 80 companies strong. The queue combines national developers with prior market experience and builders with strong local familiarity. 11 Developers have submitted more than 500+ MW of projects, with Key Capture Energy leading the way with 1,280 MW across 13 sites.
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Modo Energy @modoenergy.bsky.social · 27/11/2025
PJM’s new Regulation design launched in October and prices surged: $129/MW/h on average, with 5-min highs hitting $1,800/MW/h. Likely short-term scarcity as some units didn’t requalify or complete telemetry updates in time - boosting earnings for batteries that were ready.
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Modo Energy @modoenergy.bsky.social · 26/11/2025
South Australia's first FERM tender closed last week, targeting 400 MW of new long-duration (8h) dispatchable capacity by 2028. FERM deals offer a revenue floor for gas, BESS and other storage tech. Two more tenders follow in 2029 and 2031 to replace retiring gas.
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Modo Energy @modoenergy.bsky.social · 25/11/2025
Germany’s co-location moment is here 🇩🇪. Solar is squeezed by cannibalisation, and batteries are stuck in a 500 GW queue. Co-location could be the fix - but Germany’s green vs grey storage rules shape who gets subsidies and how revenues stack up.
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Modo Energy @modoenergy.bsky.social · 17/10/2025
Ancillary service saturation: what can we learn from other markets and what's unique to Germany? Read the full article on the Modo Energy Terminal
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