Transmission

Ed Porter, Modo Energy
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The energy transition is reshaping power markets across the world and the stakes have never been higher. Transmission goes deep on battery energy storage, energy trading, project finance, and grid design - alongside wind, solar, and other clean technologies - with the people who are actually doing it. Hosted by Ed Porter, International Director at Modo Energy. New episodes every Tuesday.

  1. 3 GG FA

    Solar Saturation & Grid Collapse: Spain's BESS Opportunity - Modo Energy

    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. So why hasn't battery storage followed the solar boom and could it be the key to rescuing solar revenues? Pablo Martinez 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. They cover: - Why Spain's hydro fleet masked the need for batteries for years, and why that's no longer enough as solar saturation bites. - Why solar developers are earning less and less for every unit of power they generate and what that means for the projects still in the pipeline. - The co-location thesis: why existing solar asset owners are turning to BESS to fix their generation profile and unlock ancillary service revenue - What actually caused the Iberian blackout: voltage instability, cascading disconnections, and why the TSO had already flagged the risk - Spain's new voltage control market: how it works, why priority of dispatch may be more valuable than the reactive service payment itself Want to model battery revenue stacks in Spain or track Iberian power market dynamics? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast&utm_medium=podcast_apps&utm_id=pablo_martinez ⏱ CHAPTERS 00:00:00 Introduction 00:00:50 What everyone gets wrong about Spain 00:01:54 Spain's generation mix: solar, wind, hydro, gas and nuclear 00:04:43 Seasonal demand dynamics and why spring is the problem 00:06:03 Solar capture price collapse: €42 to below €30/MWh 00:08:19 PPA contracts, negative prices and the solar momentum problem 00:11:52 The co-location pivot: why developers are turning to storage 00:13:58 Why Spain has less than 100MW of batteries vs GB's 6GW 00:15:33 Where the money is coming from: two types of investor 00:17:11 The Iberian blackout: what went wrong and why 00:20:04 How Spain is rebuilding grid stability after the blackout 00:21:04 Spain's new voltage control market and what it pays 00:24:43 Grid forming inverters and the future of ancillary services 00:26:38 Contrarian take: Spain hasn't actually decoupled from gas 00:29:15 The three phases of displacing thermal generators 00:30:39 Closing remarks You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

    31 min
  2. Solar Saturation & Grid Collapse: Spain's BESS Opportunity - Modo Energy

    3 GG FA ·  VIDEO

    Solar Saturation & Grid Collapse: Spain's BESS Opportunity - Modo Energy

    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. So why hasn't battery storage followed the solar boom and could it be the key to rescuing solar revenues? Pablo Martinez 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. They cover: - Why Spain's hydro fleet masked the need for batteries for years, and why that's no longer enough as solar saturation bites. - Why solar developers are earning less and less for every unit of power they generate and what that means for the projects still in the pipeline. - The co-location thesis: why existing solar asset owners are turning to BESS to fix their generation profile and unlock ancillary service revenue - What actually caused the Iberian blackout: voltage instability, cascading disconnections, and why the TSO had already flagged the risk - Spain's new voltage control market: how it works, why priority of dispatch may be more valuable than the reactive service payment itself Want to model battery revenue stacks in Spain or track Iberian power market dynamics? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast&utm_medium=podcast_apps&utm_id=pablo_martinez ⏱ CHAPTERS 00:00:00 Introduction 00:00:50 What everyone gets wrong about Spain 00:01:54 Spain's generation mix: solar, wind, hydro, gas and nuclear 00:04:43 Seasonal demand dynamics and why spring is the problem 00:06:03 Solar capture price collapse: €42 to below €30/MWh 00:08:19 PPA contracts, negative prices and the solar momentum problem 00:11:52 The co-location pivot: why developers are turning to storage 00:13:58 Why Spain has less than 100MW of batteries vs GB's 6GW 00:15:33 Where the money is coming from: two types of investor 00:17:11 The Iberian blackout: what went wrong and why 00:20:04 How Spain is rebuilding grid stability after the blackout 00:21:04 Spain's new voltage control market and what it pays 00:24:43 Grid forming inverters and the future of ancillary services 00:26:38 Contrarian take: Spain hasn't actually decoupled from gas 00:29:15 The three phases of displacing thermal generators 00:30:39 Closing remarks You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

    31 min

  3. 21 APR

    The Behavioural Shift That Makes EV Flexibility Actually Work - Ohme

    Smart EV charging isn't just about saving money on your electricity bill, it's quietly becoming one of the most scalable sources of grid flexibility in Great Britain. Ohme has run the numbers: incentivising 22,000 customers to plug in more often drove a 32–37% increase in plug-in frequency, unlocking dispatchable flexibility across 60 National Grid events. In this episode, Ed is joined by Joshua Willetts and Dan Norton from Ohme. Josh is part of Ohme's customer operations team and starts the conversation with a live demo of the Ohme Home Pro, and then Dan Ohme's Commercial Director takes us through a deep dive of the economics, regulation, and long-term potential of smart home charging. They cover: - How the Ohme Home Pro works, tethered setup, app pairing, tariff integration, and smart scheduling on Octopus Go and equivalent time-of-use tariffs. - Why plugging in little and often (rather than running to empty and topping up) is the behavioural shift that unlocks real-world EV flexibility. - The CrowdFlex trial results: how a 1–3 GBP/week incentive delivered a 32–37% rise in plug-in frequency and fed directly into National Grid dispatch events - What smart charging regulation, including the Energy Smart Appliance (ESA) framework and load control licensing means for charger manufacturers and aggregators - How V2G and vehicle-to-home could evolve once older EV fleets start cycling into second-hand markets, and what cultural shifts are needed first Want to model EV flexibility potential in your market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=video&utm_id=ohme Transcript available here: https://modoenergy.com/transmission-podcast/d2135750-c32a-49dd-a218-e3f69cfc48d7 ──────────────────────────────────────────────────────── ⏱ CHAPTERS 0:00 Intro — Ed Porter, Welcome to Transmission 1:04 Meet Joshua & the Ohme Home Pro 1:52 App Setup, QR Code Pairing & Smart Scheduling 4:44 Why a Box? What's Inside an EV Smart Charger 5:22 Live Demo: Charging a Light Bulb via the Ohme App 7:53 Charge Speed, Battery Times & Little-and-Often Strategy 11:37 Introducing Dan: EV Adoption Stats & the UK Home Charge Market 13:33 Barriers to Home EV Charging Installation 18:44 Home Charging vs. Public Charging: The Economics 20:06 CrowdFlex Explained: Smart Charging as Grid Flexibility 23:11 CrowdFlex Results. 26:32 Smart Charging Regulation: ESA, Load Control & Revenue Certainty 28:43 How Big Could EV Flexibility Get? GB Grid Scale 30:34 Vehicle to Grid (V2G) & Vehicle to Home: What's Coming 34:40 What Would You Change? Flexibility Contracts as Steel in the Ground ──────────────────────────────────────────────────────── You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter — Director EMEA & APAC at Modo Energy.

    36 min
  4. The Behavioural Shift That Makes EV Flexibility Actually Work - Ohme

    21 APR ·  VIDEO

    The Behavioural Shift That Makes EV Flexibility Actually Work - Ohme

    Smart EV charging isn't just about saving money on your electricity bill, it's quietly becoming one of the most scalable sources of grid flexibility in Great Britain. Ohme has run the numbers: incentivising 22,000 customers to plug in more often drove a 32–37% increase in plug-in frequency, unlocking dispatchable flexibility across 60 National Grid events. In this episode, Ed is joined by Joshua Willetts and Dan Norton from Ohme. Josh is part of Ohme's customer operations team and starts the conversation with a live demo of the Ohme Home Pro, and then Dan Ohme's Commercial Director takes us through a deep dive of the economics, regulation, and long-term potential of smart home charging. They cover: - How the Ohme Home Pro works, tethered setup, app pairing, tariff integration, and smart scheduling on Octopus Go and equivalent time-of-use tariffs. - Why plugging in little and often (rather than running to empty and topping up) is the behavioural shift that unlocks real-world EV flexibility. - The CrowdFlex trial results: how a 1–3 GBP/week incentive delivered a 32–37% rise in plug-in frequency and fed directly into National Grid dispatch events - What smart charging regulation, including the Energy Smart Appliance (ESA) framework and load control licensing means for charger manufacturers and aggregators - How V2G and vehicle-to-home could evolve once older EV fleets start cycling into second-hand markets, and what cultural shifts are needed first Want to model EV flexibility potential in your market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=video&utm_id=ohme Transcript available here: https://modoenergy.com/transmission-podcast/d2135750-c32a-49dd-a218-e3f69cfc48d7 ──────────────────────────────────────────────────────── ⏱ CHAPTERS 0:00 Intro — Ed Porter, Welcome to Transmission 1:04 Meet Joshua & the Ohme Home Pro 1:52 App Setup, QR Code Pairing & Smart Scheduling 4:44 Why a Box? What's Inside an EV Smart Charger 5:22 Live Demo: Charging a Light Bulb via the Ohme App 7:53 Charge Speed, Battery Times & Little-and-Often Strategy 11:37 Introducing Dan: EV Adoption Stats & the UK Home Charge Market 13:33 Barriers to Home EV Charging Installation 18:44 Home Charging vs. Public Charging: The Economics 20:06 CrowdFlex Explained: Smart Charging as Grid Flexibility 23:11 CrowdFlex Results. 26:32 Smart Charging Regulation: ESA, Load Control & Revenue Certainty 28:43 How Big Could EV Flexibility Get? GB Grid Scale 30:34 Vehicle to Grid (V2G) & Vehicle to Home: What's Coming 34:40 What Would You Change? Flexibility Contracts as Steel in the Ground ──────────────────────────────────────────────────────── You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter — Director EMEA & APAC at Modo Energy.

    36 min
  5. What European Banks Need to Finance Battery Storage - ABN AMRO

    14 APR ·  VIDEO

    What European Banks Need to Finance Battery Storage - ABN AMRO

    Battery storage looks simple - a steel box that charges when prices are low and discharges when they're high. But financing a BESS project in Europe means underwriting a trading position: convex revenues, volatile returns, and a growing menu of contractual choices that each shift the risk profile in a different direction. Lisa McDermott, Managing Director and Head of Energy Transition Project Financing at ABN AMRO, has been structuring BESS deals across Europe since 2023*. In this episode, she opens up the credit committee. What gets a project over the line, and what quietly stops it. Covered: - Why battery storage finance is fundamentally different from solar or wind and why contracting it away doesn't change the underlying risk when the contract ends. - From physical tolls to day-ahead swaps, Lisa breaks down which offtake structures are gaining traction in Europe and why the day-ahead swap is the hardest to bank. - Too much merchant exposure, insufficient sponsor equity, weak technical track record and why pushing too many levers at once is the fastest way to stop a deal. - How battery warranties have evolved from 8 to 20 years and why coverage beyond the debt tenor is a bankability requirement, not a nice-to-have. - Germany's grid fee reform has created financing uncertainty at COD, while the Netherlands' congestion model is, counter-intuitively, better for bankability. Want to model battery revenue stacks or stress-test tolling structures for a specific market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=podcast&utm_id=lisa_mcdermott Transcript available here: https://modoenergy.com/transmission-podcast/e2b12f17-f7b4-49d3-9d85-e4cc822695f6 ──────────────────────────── ⏱ CHAPTERS 0:00 Introduction - Is financing battery storage the same as financing solar? 2:32 Why a battery is financing a trader, not an infrastructure asset 5:14 Financing across technology types - TRL 8 vs TRL 9 10:43 What stops a BESS deal in credit committee 15:53 Comfort zone: from fully merchant to fully contracted 18:43 The growing offtake menu, physical tolls, virtual tolls, and floors 24:43 Day-ahead swaps explained and why they introduce basis risk 31:59 Gearing: the sliding scale from 30% merchant to 85% fully tolled 34:37 European market comparison: Netherlands, France, Italy, Germany 40:23 Final question ──────────────────────────── You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter — Director EMEA & APAC at Modo Energy. *Correction: The intro incorrectly states that Lisa McDermott has been financing batteries since 2020. She has been doing so since 2023. We apologise for the error.

    43 min

  6. 14 APR

    What European Banks Need to Finance Battery Storage - ABN AMRO

    Battery storage looks simple - a steel box that charges when prices are low and discharges when they're high. But financing a BESS project in Europe means underwriting a trading position: convex revenues, volatile returns, and a growing menu of contractual choices that each shift the risk profile in a different direction. Lisa McDermott, Managing Director and Head of Energy Transition Project Financing at ABN AMRO, has been structuring BESS deals across Europe since 2023*. In this episode, she opens up the credit committee. What gets a project over the line, and what quietly stops it. Covered: - Why battery storage finance is fundamentally different from solar or wind and why contracting it away doesn't change the underlying risk when the contract ends. - From physical tolls to day-ahead swaps, Lisa breaks down which offtake structures are gaining traction in Europe and why the day-ahead swap is the hardest to bank. - Too much merchant exposure, insufficient sponsor equity, weak technical track record and why pushing too many levers at once is the fastest way to stop a deal. - How battery warranties have evolved from 8 to 20 years and why coverage beyond the debt tenor is a bankability requirement, not a nice-to-have. - Germany's grid fee reform has created financing uncertainty at COD, while the Netherlands' congestion model is, counter-intuitively, better for bankability. Want to model battery revenue stacks or stress-test tolling structures for a specific market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=podcast&utm_id=lisa_mcdermott Transcript available here: https://modoenergy.com/transmission-podcast/e2b12f17-f7b4-49d3-9d85-e4cc822695f6 ──────────────────────────── ⏱ CHAPTERS 0:00 Introduction - Is financing battery storage the same as financing solar? 2:32 Why a battery is financing a trader, not an infrastructure asset 5:14 Financing across technology types - TRL 8 vs TRL 9 10:43 What stops a BESS deal in credit committee 15:53 Comfort zone: from fully merchant to fully contracted 18:43 The growing offtake menu, physical tolls, virtual tolls, and floors 24:43 Day-ahead swaps explained and why they introduce basis risk 31:59 Gearing: the sliding scale from 30% merchant to 85% fully tolled 34:37 European market comparison: Netherlands, France, Italy, Germany 40:23 Final question ──────────────────────────── You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter — Director EMEA & APAC at Modo Energy. *Correction: The intro incorrectly states that Lisa McDermott has been financing batteries since 2020. She has been doing so since 2023. We apologise for the error.

    43 min

  7. 7 APR

    Is the Battery Storage Gold Rush Really Over? - Enfinity Global

    The battery storage gold rush is over in most major markets. What's replaced it is more complex, more competitive, and if you're not careful with your contracts - potentially more exposed than the merchant era ever was. It is often thought that offtake deals like tolls de-risk a battery project, but that might be one of the biggest misconceptions in BESS right now. The market is maturing fast, but the players who thrive won't be the ones who got in first - they'll be the ones who understood the complexity earliest. Sam Harden is Global Director at Enfinity Global, joins Ed to challenge conventional thinking on BESS contracts, market maturity, and what it actually takes to build and operate storage assets at scale. They cover: - Why BESS tolls redistribute risk rather than remove it and how availability penalties can cost you more than lost merchant revenue. - The MACSE auction in Italy: what 15-year fixed-revenue contracts mean for asset owners, and why the incumbent utility won the majority of the first round. - Whether the battery storage gold rush is truly over and why the market is maturing into an asset class, not saturating. - How Enfinity Global is futureproofing project design for duration augmentation, grid-forming inverters, and services like inertia and voltage control. - Why the biggest bottleneck to Europe's 50GW battery buildout isn't technology or capital - it's qualified people. Want to track BESS revenues, tolling structures, and market dynamics across Europe and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=sam_harden Transcript available here: https://modoenergy.com/transmission-podcast/3f4cebb7-8b40-4ffb-80dd-717002c5747d ──────────────────────────────────────────────────────────── ⏱ CHAPTERS 0:00 Introduction 0:50 Are tolls a silver bullet for BESS risk management? 5:15 Italy's MACSE auction explained 6:05 Is the battery gold rush over? 10:30 From scarcity trade to operational excellence 13:00 Battery storage as a maturing asset class — good or bad? 16:40 How to develop BESS sites for the future 19:38 Battery augmentation and energy density gains 21:28 Will the battery sector consolidate? 25:13 How to position for above-infrastructure returns 26:25 Operational risk: what spreadsheets can't capture 28:00 Warranties vs. real-world asset management 30:13 Supply chain and talent: the hidden bottleneck 33:12 One change to accelerate European battery rollout 34:49 Wrap-up ──────────────────────────────────────────────────────────── You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

    35 min
  8. Is the Battery Storage Gold Rush Really Over? - Enfinity Global

    7 APR ·  VIDEO

    Is the Battery Storage Gold Rush Really Over? - Enfinity Global

    The battery storage gold rush is over in most major markets. What's replaced it is more complex, more competitive, and if you're not careful with your contracts - potentially more exposed than the merchant era ever was. It is often thought that offtake deals like tolls de-risk a battery project, but that might be one of the biggest misconceptions in BESS right now. The market is maturing fast, but the players who thrive won't be the ones who got in first -they'll be the ones who understood the complexity earliest. Sam Harden is Global Director at Enfinity Global, joins Ed to challenge conventional thinking on BESS contracts, market maturity, and what it actually takes to build and operate storage assets at scale. They cover: - Why BESS tolls redistribute risk rather than remove it and how availability penalties can cost you more than lost merchant revenue. - The MACSE auction in Italy: what 15-year fixed-revenue contracts mean for asset owners, and why the incumbent utility won the majority of the first round. - Whether the battery storage gold rush is truly over and why the market is maturing into an asset class, not saturating. - How Enfinity Global is futureproofing project design for duration augmentation, grid-forming inverters, and services like inertia and voltage control. - Why the biggest bottleneck to Europe's 50GW battery buildout isn't technology or capital - it's qualified people. Want to track BESS revenues, tolling structures, and market dynamics across Europe and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=sam_harden Transcript available here: https://modoenergy.com/transmission-podcast/3f4cebb7-8b40-4ffb-80dd-717002c5747d ──────────────────────────────────────────────────────────── ⏱ CHAPTERS 0:00 Introduction 0:50 Are tolls a silver bullet for BESS risk management? 5:15 Italy's MACSE auction explained 6:05 Is the battery gold rush over? 10:30 From scarcity trade to operational excellence 13:00 Battery storage as a maturing asset class — good or bad? 16:40 How to develop BESS sites for the future 19:38 Battery augmentation and energy density gains 21:28 Will the battery sector consolidate? 25:13 How to position for above-infrastructure returns 26:25 Operational risk: what spreadsheets can't capture 28:00 Warranties vs. real-world asset management 30:13 Supply chain and talent: the hidden bottleneck 33:12 One change to accelerate European battery rollout 34:49 Wrap-up ──────────────────────────────────────────────────────────── You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

    35 min
Elenco completo (409)

Descrizione

The energy transition is reshaping power markets across the world and the stakes have never been higher. Transmission goes deep on battery energy storage, energy trading, project finance, and grid design - alongside wind, solar, and other clean technologies - with the people who are actually doing it. Hosted by Ed Porter, International Director at Modo Energy. New episodes every Tuesday.

Informazioni

  • Creatore
    Ed Porter, Modo Energy
  • Anni di attività
    2022 - 2026
  • Puntate
    409
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © 2025
  • Sito web del podcast
    Transmission

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