Transmission

Modo Energy
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Transmission is the weekly podcast from Modo Energy, the global standard for benchmarking and valuing electrification assets. Each episode, we sit down with the sharpest minds in energy, finance, climate, and technology - to unpack the forces reshaping our power systems. From market design and trading strategies to emerging technologies and investment flows, Transmission explores how innovation and capital are colliding to accelerate the shift toward a net-zero world. Guests range from founders and policymakers to traders, engineers, and investors - the people actually building the future of energy and electrification. If you want to understand how renewables, energy storage, and markets fit together - and what it means for business, climate, and society - Transmission is your guide to the clean energy economy. Want all the latest power market news, analysis, price indices, and video content from your region - delivered to your inbox, every week? Head to modoenergy.com to sign up for our free Weekly Dispatch newsletter.

  1. HÁ 15 H

    Is UK Grid Reform Really Working? - Low Carbon

    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

    46min
  2. Is UK Grid Reform Really Working? - Low Carbon

    HÁ 15 H · VÍDEO

    Is UK Grid Reform Really Working? - Low Carbon

    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

    46min

  3. HÁ 2 DIAS

    Stress Testing the Grid With a Digital Twin (Xcel Energy)

    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/TheWeeklyDispatch Chapters - 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

    22min
  4. Stress Testing the Grid With a Digital Twin (Xcel Energy)

    HÁ 2 DIAS · VÍDEO

    Stress Testing the Grid With a Digital Twin (Xcel Energy)

    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/TheWeeklyDispatch Chapters - 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

    22min
  5. Why Natural Gas Prices In The US Just Jumped 70% (Energy Flux)

    5 DE FEV. · VÍDEO

    Why Natural Gas Prices In The US Just Jumped 70% (Energy Flux)

    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.com Gas 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 newsletter Chapters: 00:00 - Introduction and January 2026 gas spike 01:44 - Seb Kennedy's dual role journalist analyst 04:26 - Understanding TTF and Henry Hub hubs 05:37 - Investment fund positioning and short squeeze 09:05 - Weather patterns driving European gas demand 12:13 - Nuclear outages worsening European gas crisis 14:44 - US gas price spike explained 16:53 - Freeze-offs and US production challenges 21:13 - LNG export constraints at Freeport facility 25:20 - Trump administration's impact on LNG markets 29:20 - Panama Canal and geopolitical LNG considerations 30:47 - Venezuela's political upheaval and oil situation 32:40 - Venezuela's massive gas flaring crisis 35:20 - Pakistan's renewable boom versus LNG commitments 42:53 - Key themes to watch in 2026 44:25 - Contrarian view on import dependence

    47min

  6. 5 DE FEV.

    Why Natural Gas Prices In The US Just Jumped 70% (Energy Flux)

    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.com Gas 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 newsletter Chapters: 00:00 - Introduction and January 2026 gas spike 01:44 - Seb Kennedy's dual role journalist analyst 04:26 - Understanding TTF and Henry Hub hubs 05:37 - Investment fund positioning and short squeeze 09:05 - Weather patterns driving European gas demand 12:13 - Nuclear outages worsening European gas crisis 14:44 - US gas price spike explained 16:53 - Freeze-offs and US production challenges 21:13 - LNG export constraints at Freeport facility 25:20 - Trump administration's impact on LNG markets 29:20 - Panama Canal and geopolitical LNG considerations 30:47 - Venezuela's political upheaval and oil situation 32:40 - Venezuela's massive gas flaring crisis 35:20 - Pakistan's renewable boom versus LNG commitments 42:53 - Key themes to watch in 2026 44:25 - Contrarian view on import dependence

    47min

  7. 3 DE FEV.

    Why ERCOT's $5k Price Spikes Are Actually Good for Reliability (ERCOT)

    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.com Can 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 management 01:09 Electricity market design and efficiency 02:28 Winter Storm Uri and resource adequacy 04:40 Texas data center boom explained 06:39 Energy-only markets and price signals 08:18 Grid resource adequacy challenges 12:28 Dispatchable reliability reserve service ECRS 18:45 Real-time energy and ancillary services 22:15 765kV transmission expansion in Texas 26:30 Residential demand response and virtual power plants 31:45 Comparing ERCOT to other US markets 36:27 Future grid technologies and storage growth 40:05 Distributed battery systems and grid integration 41:05 ERCOT market design framework You 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

    46min
  8. Why ERCOT's $5k Price Spikes Are Actually Good for Reliability (ERCOT)

    3 DE FEV. · VÍDEO

    Why ERCOT's $5k Price Spikes Are Actually Good for Reliability (ERCOT)

    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.com Can 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 management 01:09 Electricity market design and efficiency 02:28 Winter Storm Uri and resource adequacy 04:40 Texas data center boom explained 06:39 Energy-only markets and price signals 08:18 Grid resource adequacy challenges 12:28 Dispatchable reliability reserve service ECRS 18:45 Real-time energy and ancillary services 22:15 765kV transmission expansion in Texas 26:30 Residential demand response and virtual power plants 31:45 Comparing ERCOT to other US markets 36:27 Future grid technologies and storage growth 40:05 Distributed battery systems and grid integration 41:05 ERCOT market design framework You 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

    46min
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Sobre

Transmission is the weekly podcast from Modo Energy, the global standard for benchmarking and valuing electrification assets. Each episode, we sit down with the sharpest minds in energy, finance, climate, and technology - to unpack the forces reshaping our power systems. From market design and trading strategies to emerging technologies and investment flows, Transmission explores how innovation and capital are colliding to accelerate the shift toward a net-zero world. Guests range from founders and policymakers to traders, engineers, and investors - the people actually building the future of energy and electrification. If you want to understand how renewables, energy storage, and markets fit together - and what it means for business, climate, and society - Transmission is your guide to the clean energy economy. Want all the latest power market news, analysis, price indices, and video content from your region - delivered to your inbox, every week? Head to modoenergy.com to sign up for our free Weekly Dispatch newsletter.

Informações

  • Criado por
    Modo Energy
  • Anos de atividade
    2022 - 2026
  • Episódios
    371
  • Classificação
    Livre
  • Copyright
    © 2025
  • Site do podcast
    Transmission

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