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. 4 DAYS AGO

    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

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

    4 DAYS AGO · VIDEO

    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

    47 min

  3. 6 DAYS AGO

    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

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

    6 DAYS AGO · VIDEO

    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

    46 min

  5. 29 JAN

    The 1% That Makes Or Breaks A $100M Battery Project with Lucie Kanius-Dujardin (NHOA)

    While the industry often focuses on the cost of the hardware, the real challenge and value lies in successfully delivering, integrating, and operating these assets over their lifetime. As the market matures, the focus shifts from hardware procurement to the complexities of site integration, grid compliance, and ensuring long-term availability. In practice, microgrids are shaping how large-scale energy projects operate, helping to accelerate the use of grid-forming technology. Meanwhile, combining solar with battery storage is becoming an increasingly effective way to reduce wasted energy and improve project economics. In this conversation, Ed speaks with Lucie Kanius-Dujardin, Global Managing Director at NHOA, about what it really takes to deliver complex energy projects at scale. They discuss the realities of managing global supply chains, the push toward higher-capacity battery cells, and why the often-overlooked “brain” of the system - the Power Plant Controller - is just as important as the battery itself. Key topics discussed •Why the Power Plant Controller is critical to smooth commissioning and reliable performance - not just an add-on to the hardware. • How experience with microgrids has created an edge in deploying grid-forming technology on modern transmission networks. • Why more developers are pairing solar with storage to protect revenues and reduce grid constraints. • Whether a single global solution can work across very different local grid rules, from Scotland to Australia. • How integrators are keeping systems reliable as battery cells rapidly increase in size and capacity. About our guest Lucie Kanius-Dujardin is the Global Managing Director of NHOA Energy, a global provider of turnkey battery energy storage solutions. With 15 years in the energy sector, she oversees the company's technology, delivery, and long-term asset service pillars across markets in Europe, Australia, and beyond. Connect with Lucie on LinkedIn: https://www.linkedin.com/in/lucie-kanius-dujardin-47855521/?locale=en_US To find out more about NHOA, head to their website: https://nhoa.energy/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

    41 min
  6. The 1% That Makes Or Breaks A $100M Battery Project with Lucie Kanius-Dujardin (NHOA)

    29 JAN · VIDEO

    The 1% That Makes Or Breaks A $100M Battery Project with Lucie Kanius-Dujardin (NHOA)

    While the industry often focuses on the cost of the hardware, the real challenge and value lies in successfully delivering, integrating, and operating these assets over their lifetime. As the market matures, the focus shifts from hardware procurement to the complexities of site integration, grid compliance, and ensuring long-term availability. In practice, microgrids are shaping how large-scale energy projects operate, helping to accelerate the use of grid-forming technology. Meanwhile, combining solar with battery storage is becoming an increasingly effective way to reduce wasted energy and improve project economics. In this conversation, Ed speaks with Lucie Kanius-Dujardin, Global Managing Director at NHOA, about what it really takes to deliver complex energy projects at scale. They discuss the realities of managing global supply chains, the push toward higher-capacity battery cells, and why the often-overlooked “brain” of the system - the Power Plant Controller - is just as important as the battery itself. Key topics discussed •Why the Power Plant Controller is critical to smooth commissioning and reliable performance - not just an add-on to the hardware. • How experience with microgrids has created an edge in deploying grid-forming technology on modern transmission networks. • Why more developers are pairing solar with storage to protect revenues and reduce grid constraints. • Whether a single global solution can work across very different local grid rules, from Scotland to Australia. • How integrators are keeping systems reliable as battery cells rapidly increase in size and capacity. About our guest Lucie Kanius-Dujardin is the Global Managing Director of NHOA Energy, a global provider of turnkey battery energy storage solutions. With 15 years in the energy sector, she oversees the company's technology, delivery, and long-term asset service pillars across markets in Europe, Australia, and beyond. Connect with Lucie on LinkedIn: https://www.linkedin.com/in/lucie-kanius-dujardin-47855521/?locale=en_US To find out more about NHOA, head to their website: https://nhoa.energy/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

    41 min
  7. Forecasting When the Grid Has No Margin for Error with Sean Kelly (Amperon)

    27 JAN · VIDEO

    Forecasting When the Grid Has No Margin for Error with Sean Kelly (Amperon)

    The power grid is getting harder to run. There’s more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what’s the grid really going to need once you account for renewables? In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe. Key topics discussed: • How forecasting accuracy can make or break performance during grid stress events. • Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded. • How better forecasting is changing who wins (and loses) in power markets. • How data access and quality varies across ERCOT, NYISO, and European TSOs. • What rapid data center growth means for load, reliability, and energy security. About our guest Sean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/ For more information on Amperon, head to their website: https://www.amperon.co/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work. #renewableenergy #AI #datacenter #EnergyStorage

    37 min

  8. 27 JAN

    Forecasting When the Grid Has No Margin for Error with Sean Kelly (Amperon)

    The power grid is getting harder to run. There’s more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what’s the grid really going to need once you account for renewables? In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe. Key topics discussed: • How forecasting accuracy can make or break performance during grid stress events. • Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded. • How better forecasting is changing who wins (and loses) in power markets. • How data access and quality varies across ERCOT, NYISO, and European TSOs. • What rapid data center growth means for load, reliability, and energy security. About our guest Sean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/ For more information on Amperon, head to their website: https://www.amperon.co/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work. #renewableenergy #AI #datacenter #EnergyStorage

    37 min
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About

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.

Information

  • Creator
    Modo Energy
  • Years Active
    2022 - 2026
  • Episodes
    367
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Transmission

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