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. 18/12/2025

    Trading the weather: Inside energy’s new derivatives market with Theresa Kammel & Pierre Buisson (Munich Re)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch The global energy sector is increasingly exposed to unpredicatble weather. Wind droughts and extreme temperatures can create massive financial instability. How do renewables that rely on an ever increasingly hard to predict energy source - manage the risk that the sun might not shine, and the wind might not blow? This episode demystifies the multi-billion-pound market of weather derivatives, exploring how energy utilities, renewable asset owners, and battery optimisers use these customised structured products - using signals like Heating Degree Days, wind speeds, or precipitation to effectively transfer operational risk Key topics covered: - How thus multi-billion-pound market operates almost entirely out of sight. - How a single wind drought drained €1.6 billion from Germany’s energy system - highlighting why hedging renewable-generation risk has become mission-critical. - The financial “Lego bricks” that allow traders to build bespoke weather protection. - Why battery owners must hedge against boring weather and how low-volatility conditions could quietly erode their revenues. - Why financiers are insisting on weather insurance before funding new renewable assets. About our guests Theresa Kammel - Weather Derivative Originator and Pierre Buisson - Senior Structurer, Weather and Energy work at Munich Re, one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions. Munich Re is also playing a key role in driving forward the digital transformation of the insurance industry. For more information, head to their website. https://www.munichre.com/en.html 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.

    46 min
  2. Trading the weather: Inside energy’s new derivatives market with Theresa Kammel & Pierre Buisson (Munich Re)

    18/12/2025 · VIDEO

    Trading the weather: Inside energy’s new derivatives market with Theresa Kammel & Pierre Buisson (Munich Re)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch The global energy sector is increasingly exposed to unpredicatble weather. Wind droughts and extreme temperatures can create massive financial instability. How do renewables that rely on an ever increasingly hard to predict energy source - manage the risk that the sun might not shine, and the wind might not blow? This episode demystifies the multi-billion-pound market of weather derivatives, exploring how energy utilities, renewable asset owners, and battery optimisers use these customised structured products - using signals like Heating Degree Days, wind speeds, or precipitation to effectively transfer operational risk Key topics covered: - How thus multi-billion-pound market operates almost entirely out of sight. - How a single wind drought drained €1.6 billion from Germany’s energy system - highlighting why hedging renewable-generation risk has become mission-critical. - The financial “Lego bricks” that allow traders to build bespoke weather protection. - Why battery owners must hedge against boring weather and how low-volatility conditions could quietly erode their revenues. - Why financiers are insisting on weather insurance before funding new renewable assets. About our guests Theresa Kammel - Weather Derivative Originator and Pierre Buisson - Senior Structurer, Weather and Energy work at Munich Re, one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions. Munich Re is also playing a key role in driving forward the digital transformation of the insurance industry. For more information, head to their website. https://www.munichre.com/en.html 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.

    46 min
  3. How to finance batteries: Debt financing vs joint ventures with Conrad Purcell (Haynes Boone)

    16/12/2025 · VIDEO

    How to finance batteries: Debt financing vs joint ventures with Conrad Purcell (Haynes Boone)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch Battery storage is scaling fast, but taking a project from concept to energisation is harder than ever. In this episode, we dig into the real-world challenges that determine whether a project becomes bankable - or never reaches the start line. From grid connection delays and tightening lender requirements to shifting revenue models and contract alignment, we unpack the risks developers must tackle long before construction begins. In todays conversation, Ed is joined by Conrad Purcell, Infrastructure and Energy Projects Partner at Haynes Boone to explore why uncertainty is the biggest barrier to financing, how misaligned warranties or optimisation strategies can derail an otherwise strong project, and what lenders now expect from revenue models in a more merchant-heavy market. If you’re building, funding, or analysing energy storage, this episode offers a clear, practical view of the decisions and trade-offs needed to secure investment and deliver successful battery projects in today’s GB market. They discuss: • What makes a battery storage project bankable and how developers must reduce uncertainty to unlock debt finance. • How grid connection delays and uncertainty now dominate project timelines. • Why lender expectations around warranties, performance guarantees, and EPC structures matter. • How shifting market dynamics affect choices - from ancillary services to merchant-heavy revenue stacks. • The end-to-end development process to take a battery project from early development through to financial close. If you would like to watch the video on project financing, you can do so through the link https://www.linkedin.com/posts/haynes-boone-london_project-finance-explained-how-to-fund-major-activity-7399792758359752704-FWqh?utm_source=share&utm_medium=member_desktop&rcm=ACoAABYDkgwBdm6Zsq7Vlc0xyDtCNoeCj9e62tg About our guest Conrad Purcell is a seasoned project finance lawyer at Haynes Boone - with deep experience structuring and delivering complex energy infrastructure across the UK and internationally. Having worked on wind, solar, storage and broader clean energy portfolios, he brings a clear understanding of how lenders assess risk, what makes a project bankable, and the commercial, legal and technical alignment needed to reach financial close. His practical, detail-driven perspective offers invaluable insight for today’s fast-evolving battery storage market. 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.

    43 min

  4. 16/12/2025

    How to finance batteries: Debt financing vs joint ventures with Conrad Purcell (Haynes Boone)

    Transmission

    43 min
  5. Using batteries to support Ukraine’s energy security with Julian Jansen (Fluence)

    11/12/2025 · VIDEO

    Using batteries to support Ukraine’s energy security with Julian Jansen (Fluence)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch The war in Ukraine has caused catastrophic destruction to its energy infrastructure, wiping out assets and rendering the much of the countries dispatchable generation capacity non-operational. This crisis has amplified the need for robust, flexible energy systems, in order to maintain power to the country during such testing times. This episode is about batteries as a necessity. Built as critical infrastructure. Built fast. Built for stability. Built for a grid that has to keep working, no matter what. In this episode, Julian Jansen, Managing Director at Fluence, discusses the deployment of 500 MWh of large-scale battery energy storage systems across seven projects in Ukraine. He outlines the technical, logistical, and operational considerations involved in delivering energy infrastructure in a highly complex environment. • How the destruction of more than 80% of Ukraine’s thermal and hydro power plants has created an urgent need for reliable energy storage. • How battery storage projects in the region provide critical grid support even as the electricity system faces ongoing conflict. • What it took to shorten project delivery timelines from the industry-standard twelve months to just six. • How remote commissioning and training have been used to equip Ukrainian teams with the skills needed to install, operate, and maintain advanced energy systems. • Why cybersecurity has become a core component of national energy security. About our guest Julian Jansen is the Managing Director at Fluence. Having previously been responsible for Fluence’s business in Southern and Eastern Europe, he is currently transitioning to the Managing Director role in Germany. Established in 2018, Fluence is one of the leading providers of battery energy storage solutions, software, and long-term services. Operating in 40 markets globally to transform how the world is powered using energy storage for a more sustainable future. For more information - head to the Fluence website. https://fluenceenergy.com/ 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.

    42 min

  6. 11/12/2025

    Using batteries to support Ukraine’s energy security with Julian Jansen (Fluence)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch The war in Ukraine has caused catastrophic destruction to its energy infrastructure, wiping out assets and rendering the much of the countries dispatchable generation capacity non-operational. This crisis has amplified the need for robust, flexible energy systems, in order to maintain power to the country during such testing times. This episode is about batteries as a necessity. Built as critical infrastructure. Built fast. Built for stability. Built for a grid that has to keep working, no matter what. In this episode, Julian Jansen, Managing Director at Fluence, discusses the deployment of 500 MWh of large-scale battery energy storage systems across seven projects in Ukraine. He outlines the technical, logistical, and operational considerations involved in delivering energy infrastructure in a highly complex environment. • How the destruction of more than 80% of Ukraine’s thermal and hydro power plants has created an urgent need for reliable energy storage. • How battery storage projects in the region provide critical grid support even as the electricity system faces ongoing conflict. • What it took to shorten project delivery timelines from the industry-standard twelve months to just six. • How remote commissioning and training have been used to equip Ukrainian teams with the skills needed to install, operate, and maintain advanced energy systems. • Why cybersecurity has become a core component of national energy security. About our guest Julian Jansen is the Managing Director at Fluence. Having previously been responsible for Fluence’s business in Southern and Eastern Europe, he is currently transitioning to the Managing Director role in Germany. Established in 2018, Fluence is one of the leading providers of battery energy storage solutions, software, and long-term services. Operating in 40 markets globally to transform how the world is powered using energy storage for a more sustainable future. For more information - head to the Fluence website. https://fluenceenergy.com/ 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.

    42 min

  7. 08/12/2025

    Redesigning the NEM's wholesale market with Tim Nelson (Australian Government)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch Australia’s largest energy market is undergoing the most significant transformations since its conception. Rapid renewable uptake, growing system volatility, and shifting policy settings are forcing a fundamental rethink of how the National Electricity Market (NEM) operates. But with so many moving parts, one question sits at the centre of the transition: how do we build a market that remains reliable, affordable, and investable while decarbonising at speed? In this episode of Transmission, Tim Nelson joins Wendel to unpack the pressures reshaping Australia’s power system and what must change to keep pace. Over the conversation, they explore the market design challenges emerging across the NEM, from capacity mechanisms and reliability gaps to consumer expectations, policy uncertainty, and the economics of retiring coal. Tim explains why today’s market structures weren’t built for a high-renewables grid, how the investment environment is shifting, and what practical reforms could stabilise the system while enabling large-scale clean energy deployment. Key points covered: • Why the NEM’s current market design is struggling under the pace of the energy transition. • How retirement timelines for coal generation are reshaping reliability and investment signals. • What Australia needs from a capacity mechanism and what risks must be avoided. • How policy uncertainty and consumer expectations are influencing market behaviour. • What reforms could build a more stable, predictable, and investable market for renewables and storage. About our guest: Tim Nelson is a leading energy economist and policy expert with extensive experience across market design, system reform, and the evolution of Australia’s National Electricity Market. With experience at Iberdrola Australia, the AEMC, AGL and Griffith University Tim brings a wealth of knowledge to his current positions including his role as Chair of the independent review of Australia's NEM. Find Tim on LinkedIn here - https://www.linkedin.com/in/timnelsonaustralia/ About Modo Energy: Check out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYN 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.

    52 min
  8. Redesigning the NEM's wholesale market with Tim Nelson (Australian Government)

    08/12/2025 · VIDEO

    Redesigning the NEM's wholesale market with Tim Nelson (Australian Government)

    Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch Australia’s largest energy market is undergoing the most significant transformations since its conception. Rapid renewable uptake, growing system volatility, and shifting policy settings are forcing a fundamental rethink of how the National Electricity Market (NEM) operates. But with so many moving parts, one question sits at the centre of the transition: how do we build a market that remains reliable, affordable, and investable while decarbonising at speed? In this episode of Transmission, Tim Nelson joins Wendel to unpack the pressures reshaping Australia’s power system and what must change to keep pace. Over the conversation, they explore the market design challenges emerging across the NEM, from capacity mechanisms and reliability gaps to consumer expectations, policy uncertainty, and the economics of retiring coal. Tim explains why today’s market structures weren’t built for a high-renewables grid, how the investment environment is shifting, and what practical reforms could stabilise the system while enabling large-scale clean energy deployment. Key points covered: • Why the NEM’s current market design is struggling under the pace of the energy transition. • How retirement timelines for coal generation are reshaping reliability and investment signals. • What Australia needs from a capacity mechanism and what risks must be avoided. • How policy uncertainty and consumer expectations are influencing market behaviour. • What reforms could build a more stable, predictable, and investable market for renewables and storage. About our guest: Tim Nelson is a leading energy economist and policy expert with extensive experience across market design, system reform, and the evolution of Australia’s National Electricity Market. With experience at Iberdrola Australia, the AEMC, AGL and Griffith University Tim brings a wealth of knowledge to his current positions including his role as Chair of the independent review of Australia's NEM. Find Tim on LinkedIn here - https://www.linkedin.com/in/timnelsonaustralia/ About Modo Energy: Check out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYN 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.

    52 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 - 2025
  • Episodes
    349
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Transmission

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