Transmission

Ed Porter, Modo Energy
  • 5,0 (1)
  • Investissement
  • Chaque semaine

Transmission is the podcast for energy professionals navigating the global shift to a low-carbon power system. Hosted by Ed Porter, Transmission goes deep on battery storage markets, power market dynamics, and the commercial forces shaping the energy transition - with the people at the centre of it. Every week, we sit down with the CEOs, heads of trading desks, government advisors, policy architects, and leading practitioners driving change across the industry. These are practitioner conversations - focused on how markets actually work, where the real opportunities and risks lie, and what the data is telling us. We cover clean energy investing, capacity markets, balancing mechanism participation, and the evolving regulatory environment that shapes returns across geographies. Our coverage spans Great Britain, Germany, Spain, and the broader European energy transition, with regular episodes dedicated to the specific dynamics of each market. Transmission tracks the inflection points that matter: when markets shift, where capital is flowing, and what experienced operators are doing next. We also cover power markets more broadly - interconnectors, flexibility markets, grid infrastructure, and the trading strategies that sophisticated players use to extract value in increasingly complex systems. Who listens: Transmission is built for people who work in energy - analysts, investors, developers, traders, asset managers, and policy professionals at every stage of their careers. If you're entering the industry or building your understanding of how battery storage and power markets actually work, Transmission is one of the fastest ways to get up to speed - directly from the people shaping them. About Modo Energy: Transmission is produced by Modo Energy, a B2B SaaS platform that helps renewable energy companies, funds, utilities, and banks manage and value their energy assets. Specializing in batteries and provides data, analytics, and forecasting to help customers understand the financial performance of their energy assets. The Modo Energy Terminal is the one-stop shop for teams trying to understand the commercial case for grid-scale battery energy storage - bringing together trusted indices, customizable benchmarks, independent revenue forecasts, in-depth written analysis, and much more. Guided by the principles of transparency and usability, Modo Energy’s Terminal provides owners, operators, developers and financiers with a complete view of the landscape for storage - past, present, and future - so that users can make informed, bankable decisions about their assets. Hundreds of organizations rely on Modo’s tools and insights to navigate market trends, optimize investment strategies, and stay ahead of industry shifts. As the storage space continues to evolve, Modo is leading the way - helping businesses unlock the full value of their assets and make smarter decisions in a net-zero future. Follow Transmission to get new episodes every Tuesday. If you find the show valuable, leaving a rating takes 30 seconds and makes a real difference in helping other energy professionals find us.

  1. The Truth About Battery Fires - Gore Street Capital

    -15 h ·  Vidéo

    The Truth About Battery Fires - Gore Street Capital

    How dangerous are battery storage fires, really? Despite the headlines, grid-scale battery fire failure rates have fallen 99% since 2018 - from around 4 incidents per gigawatt hour to under 0.1. Even as global deployment scaled into the tens of gigawatt hours. Most people still picture a whole site going up in flames. The engineering tells a very different story. Dan Sherlock-Burke, Director of Asset Management at Gore Street Capital, joins Ed Porter for a technical look at how battery fire safety actually works - from the Moss Landing fire that shaped public perception, to the data that can flag a failing module weeks before it fails. He explains what really happens minute-by-minute when a cell enters thermal runaway, why most BESS fires trace back to operations rather than faulty cells, and why fire suppression isn't always the safeguard it appears to be. They cover: - Battery fire propagation: why "let it burn" is increasingly viable, and how modern container design has made fires spreading across a site vanishingly rare - BESS fire statistics: how EPRI's failure incident database shows a fall from around 4 incidents per gigawatt hour in 2018 to under 0.1 today, a 99% reduction - What causes battery fires: why only ~11% start with a faulty cell, while ~65% trace back to operations and integration - LFP vs NMC battery chemistry: lower combustion temperatures, no self-supplied oxygen, and why lithium iron phosphate still isn't "inherently safe" - Battery fire suppression: the contrarian case for why the wrong system can turn a fire into an explosion Ask Ko, Modo Energy's AI analyst, about battery storage safety and fire risk. Get started now. 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. 0:00 - What everyone gets wrong about battery fires 2:42 - Battery fire propagation and site design 4:04 - Moss Landing fire: what actually happened 7:04 - LFP vs NMC battery chemistry explained 9:04 - Why lithium iron phosphate isn't "inherently safe" 13:08 - Using data to catch thermal runaway early 15:53 - EPRI's battery failure incident database 16:27 - How battery fire rates fell 99% since 2018 18:58 - What causes battery fires: the 11% vs 65% split 23:26 - Why most battery fires go unreported 28:01 - Inside thermal runaway, minute by minute 34:44 - Fire suppression and the explosion risk 39:09 - The Liverpool battery fire 41:11 - Rethinking battery fire suppression

    44 min

  2. -15 h

    The Truth About Battery Fires - Gore Street Capital

    How dangerous are battery storage fires, really? Despite the headlines, grid-scale battery fire failure rates have fallen 99% since 2018 - from around 4 incidents per gigawatt hour to under 0.1. Even as global deployment scaled into the tens of gigawatt hours. Most people still picture a whole site going up in flames. The engineering tells a very different story. Dan Sherlock-Burke, Director of Asset Management at Gore Street Capital, joins Ed Porter for a technical look at how battery fire safety actually works - from the Moss Landing fire that shaped public perception, to the data that can flag a failing module weeks before it fails. He explains what really happens minute-by-minute when a cell enters thermal runaway, why most BESS fires trace back to operations rather than faulty cells, and why fire suppression isn't always the safeguard it appears to be. They cover: - Battery fire propagation: why "let it burn" is increasingly viable, and how modern container design has made fires spreading across a site vanishingly rare - BESS fire statistics: how EPRI's failure incident database shows a fall from around 4 incidents per gigawatt hour in 2018 to under 0.1 today, a 99% reduction - What causes battery fires: why only ~11% start with a faulty cell, while ~65% trace back to operations and integration - LFP vs NMC battery chemistry: lower combustion temperatures, no self-supplied oxygen, and why lithium iron phosphate still isn't "inherently safe" - Battery fire suppression: the contrarian case for why the wrong system can turn a fire into an explosion Ask Ko, Modo Energy's AI analyst, about battery storage safety and fire risk: Get started now. Read the companion article: 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. 0:00 - What everyone gets wrong about battery fires 2:42 - Battery fire propagation and site design 4:04 - Moss Landing fire: what actually happened 7:04 - LFP vs NMC battery chemistry explained 9:04 - Why lithium iron phosphate isn't "inherently safe" 13:08 - Using data to catch thermal runaway early 15:53 - EPRI's battery failure incident database 16:27 - How battery fire rates fell 99% since 2018 18:58 - What causes battery fires: the 11% vs 65% split 23:26 - Why most battery fires go unreported 28:01 - Inside thermal runaway, minute by minute 34:44 - Fire suppression and the explosion risk 39:09 - The Liverpool battery fire 41:11 - Rethinking battery fire suppression

    44 min
  3. How The Weather Affects Power Traders - MetDesk

    30 juin ·  Vidéo

    How The Weather Affects Power Traders - MetDesk

    The atmosphere is unpredictable, and weather forecasts are far more reliable on some days than others. For anyone trading power or gas across Europe, knowing the difference is everything. It's what separates a confident call from an expensive guess. In this conversation, Ed is joined by Matt Dobson - Head of European Energy Forecasting and Emma Patmore, Energy Meteorologist from MetDesk. They walk us through when they can trust what they're seeing and when they can't, and how they turn an uncertain forecast into something traders can actually act on. Along the way they cover wind droughts (or Dunkelflaute), a possible record El Niño, river levels that shut down power stations, and the rise of AI weather models They cover - How weather forecast accuracy isn't fixed: Why a day-ahead wind forecast lands within 10–15% around 80% of the time, but a shifted low-pressure track can swing output 30–40%. - Dunkelflaute explained: How a blocking high-pressure system causes a wind drought, and why the longest recent German event ran nine days in early November 2024. - El Niño and energy markets: Why a milder autumn means lower heating demand and gives traders reason to sell Q4 gas. - AI weather models vs traditional models: why AI is pulling ahead at the 10–20 day horizon while traditional models stay sharper on fine-scale detail. - Heatwaves and nuclear power: How 40°C heat in France and low river levels force nuclear curtailment and Rhine freight limits, echoing 2022. Want to see how weather is moving European power and gas prices right now? Ask Ko, Modo Energy's AI analyst: Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=metdesk&utm_content=ko_signup Read the companion article here. 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. Chapters 0:00 - How weather forecasting drives energy markets 1:01 - What everyone gets wrong about weather forecasting 1:26 - Why forecast accuracy changes with the time horizon 4:03 - Saharan dust and solar power generation 6:02 - How weather varies over short distances 7:11 - Dunkelflaute explained: wind drought conditions 8:20 - German wind power and the nine-day wind drought 11:08 - Teleconnections: El Nino, ENSO and the MJO 12:54 - Record El Nino forecast and what it means 17:30 - Trading El Nino: gas, hydro and Alpine snow 17:56 - Why traders go short Q4 gas 18:58 - ECMWF data and ensemble forecasting 19:35 - How weather ensembles work: 151 members 21:39 - AI weather models vs traditional forecasting 23:25 - Are weather forecasts getting more accurate? 26:17 - Climate change and weather forecasting 27:50 - French heatwaves and nuclear power curtailment 31:10 - Low Rhine levels and freight restrictions 33:11 - The polar vortex and sudden stratospheric warming 36:15 - The Beast from the East explained

    38 min

  4. 30 juin

    How The Weather Affects Power Traders - MetDesk

    The atmosphere is unpredictable, and weather forecasts are far more reliable on some days than others. For anyone trading power or gas across Europe, knowing the difference is everything. It's what separates a confident call from an expensive guess. In this conversation, Ed is joined by Matt Dobson - Head of European Energy Forecasting and Emma Patmore, Energy Meteorologist from MetDesk. They walk us through when they can trust what they're seeing and when they can't, and how they turn an uncertain forecast into something traders can actually act on. Along the way they cover wind droughts (or Dunkelflaute), a possible record El Niño, river levels that shut down power stations, and the rise of AI weather models They cover - How weather forecast accuracy isn't fixed: Why a day-ahead wind forecast lands within 10–15% around 80% of the time, but a shifted low-pressure track can swing output 30–40%. - Dunkelflaute explained: How a blocking high-pressure system causes a wind drought, and why the longest recent German event ran nine days in early November 2024. - El Niño and energy markets: Why a milder autumn means lower heating demand and gives traders reason to sell Q4 gas. - AI weather models vs traditional models: why AI is pulling ahead at the 10–20 day horizon while traditional models stay sharper on fine-scale detail. - Heatwaves and nuclear power: How 40°C heat in France and low river levels force nuclear curtailment and Rhine freight limits, echoing 2022. Want to see how weather is moving European power and gas prices right now? Ask Ko, Modo Energy's AI analyst: Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=metdesk&utm_content=ko_signup Read the companion article here 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. Chapters 0:00 - How weather forecasting drives energy markets 1:01 - What everyone gets wrong about weather forecasting 1:26 - Why forecast accuracy changes with the time horizon 4:03 - Saharan dust and solar power generation 6:02 - How weather varies over short distances 7:11 - Dunkelflaute explained: wind drought conditions 8:20 - German wind power and the nine-day wind drought 11:08 - Teleconnections: El Nino, ENSO and the MJO 12:54 - Record El Nino forecast and what it means 17:30 - Trading El Nino: gas, hydro and Alpine snow 17:56 - Why traders go short Q4 gas 18:58 - ECMWF data and ensemble forecasting 19:35 - How weather ensembles work: 151 members 21:39 - AI weather models vs traditional forecasting 23:25 - Are weather forecasts getting more accurate? 26:17 - Climate change and weather forecasting 27:50 - French heatwaves and nuclear power curtailment 31:10 - Low Rhine levels and freight restrictions 33:11 - The polar vortex and sudden stratospheric warming 36:15 - The Beast from the East explained

    38 min

  5. 23 juin

    How Germany Decarbonises Industrial Heat - ENERGYNEST

    Two thirds of industrial energy demand is heat, not electricity, and most of it still runs on gas. Thermal storage converts cheap electricity into heat, stores it in concrete, and dispatches it when the factory needs it, undercutting the gas bill even though gas is cheaper per unit on average. Alex Robertson, CEO of ENERGYNEST, joins Ed Porter to explain how a thermal battery works, why it competes with lithium-ion on cost, and why grid connections - not the technology - are the real constraint on industrial decarbonisation. They cover: - Why thermal storage functions like a battery on the energy markets but stores heat one-way in optimised concrete. - The medium-temperature "frying, drying and applying" range (roughly 150 to 300C) that sits above heat pumps and below cement and steel. - How decoupling thermal demand from the electricity price typically can cut the gas bill by around 50%. - Why a 20-foot-container module stores about two megawatt hours, stacks three high, and loses only around 2% of capacity per day. - Why a flexible, interruptible asset is exactly what congested grids need - and why Germany still lacks the flexible connection framework the Netherlands is rolling out. Ask Ko, Modo Energy's AI analyst, any question from this conversation: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=Alex Robertson&utm_content=ko_signup Read the companion article: https://modoenergy.com/transmission-podcast/80ce6824-59a1-495b-9e94-0a38bdb9572e?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=Alex Robertson&utm_content=article_page Modo Energy's solar and battery forecasts are live at modo.energy. 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. Chapters 0:00 - Introduction 0:11 - Industrial heat demand and the gas problem 1:13 - One thing everyone gets wrong about thermal storage 3:14 - How the concrete thermal battery works 4:08 - Medium temperature heat and the customer profile 6:56 - Why gas boilers still dominate German industry 7:52 - Using storage to beat the gas price 10:09 - Concrete versus lithium-ion: cost and supply chain 13:10 - Degradation and the 25-year thermal capacity 16:02 - Scaling up: module size and storage capacity 16:40 - Daily cycling and storage duration economics 19:50 - Seasonal variation and running gas in winter 23:33 - Cost, savings and the five-year payback 24:36 - The ideal customer and the grid connection test 25:46 - Data centres, demand queues and grid congestion 28:02 - Flexible connection agreements and the system design gap 30:10 - Grid utilisation versus grid buildout 33:34 - Heat as a service and unlocking investment 36:04 - A contrarian view on industrial decarbonisation Music licensed via Artlist.

    37 min
  6. How Germany Decarbonises Industrial Heat - ENERGYNEST

    23 juin ·  Vidéo

    How Germany Decarbonises Industrial Heat - ENERGYNEST

    Two thirds of industrial energy demand is heat, not electricity, and most of it still runs on gas. Thermal storage converts cheap electricity into heat, stores it in concrete, and dispatches it when the factory needs it, undercutting the gas bill even though gas is cheaper per unit on average. Alex Robertson, CEO of ENERGYNEST, joins Ed Porter to explain how a thermal battery works, why it competes with lithium-ion on cost, and why grid connections - not the technology - are the real constraint on industrial decarbonisation. They cover: - Why thermal storage functions like a battery on the energy markets but stores heat one-way in optimised concrete. - The medium-temperature "frying, drying and applying" range (roughly 150 to 300C) that sits above heat pumps and below cement and steel. - How decoupling thermal demand from the electricity price typically can cut the gas bill by around 50%. - Why a 20-foot-container module stores about two megawatt hours, stacks three high, and loses only around 2% of capacity per day. - Why a flexible, interruptible asset is exactly what congested grids need - and why Germany still lacks the flexible connection framework the Netherlands is rolling out. Ask Ko, Modo Energy's AI analyst, any question from this conversation: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=Alex Robertson&utm_content=ko_signup Read the companion article: https://modoenergy.com/transmission-podcast/80ce6824-59a1-495b-9e94-0a38bdb9572e?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=Alex Robertson&utm_content=article_page Modo Energy's solar and battery forecasts are live at modo.energy. 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. Chapters 0:00 - Introduction 0:11 - Industrial heat demand and the gas problem 1:13 - One thing everyone gets wrong about thermal storage 3:14 - How the concrete thermal battery works 4:08 - Medium temperature heat and the customer profile 6:56 - Why gas boilers still dominate German industry 7:52 - Using storage to beat the gas price 10:09 - Concrete versus lithium-ion: cost and supply chain 13:10 - Degradation and the 25-year thermal capacity 16:02 - Scaling up: module size and storage capacity 16:40 - Daily cycling and storage duration economics 19:50 - Seasonal variation and running gas in winter 23:33 - Cost, savings and the five-year payback 24:36 - The ideal customer and the grid connection test 25:46 - Data centres, demand queues and grid congestion 28:02 - Flexible connection agreements and the system design gap 30:10 - Grid utilisation versus grid buildout 33:34 - Heat as a service and unlocking investment 36:04 - A contrarian view on industrial decarbonisation Music licensed via Artlist.

    37 min
  7. Grid Fees and Saturation: Germany's Battery Outlook - Modo Energy

    16 juin ·  Vidéo

    Grid Fees and Saturation: Germany's Battery Outlook - Modo Energy

    Germany's battery storage market is booming - but a saturation crunch is coming, and most investors aren't ready for it. The question is which revenue streams hold up, and which collapse the way they did in GB, Texas, and Australia. Ed sits down with Till Stehr, German Research Analyst, and Cosima from the Advisory Services Team at Modo Energy, to map the real structural drivers, and risks, behind German BESS returns. They cover: Why German battery saturation is closer than the market thinks - FCR is already saturated, with aFRR close behind.• Why German battery revenues near €200,000/MW/year for a two-hour system are more about timing than structure. • What makes Germany's intraday market the most liquid in Europe and the €1,000+/MWh spikes batteries feed on. • How flexible connection agreements are quietly reshaping returns, from ramp rates to export caps. • What German grid fees look like after the 2029 exemption and why dynamic fees are locational pricing through the back door. Got a question about the German BESS market? Ask Ko, Modo Energy's AI analyst: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=till_cosima&utm_content=ko_signup Chapters: 00:00 – An Introduction tGermany's Battery Storage Market 00:50 – What Investors Get Wrong About Germany 02:33 – Why Ancillary Services Saturate Fast 03:47 – German Battery Revenues: €200k per MW 05:24 – Structural Value: Solar and Intraday Trading 06:30 – Redispatch Costs and Locational Pricing 08:04 – FCR and aFRR Explained 09:37 – Battery Saturation and the Overbuilt Ratio 14:08 – Europe's Most Liquid Intraday Market 18:50 – Battery Interconnection: Friend or Foe? 21:52 – Negative Power Prices in Germany 25:36 – Flexible Connection Agreements Explained 32:19 – Battery Inertia and Grid-Forming Inverters 35:53 – German Grid Fees: What's Announced 40:37 – Contrarian Views: DSOs and Locational Pricing

    47 min

  8. 16 juin

    Grid Fees and Saturation: Germany's Battery Outlook - Modo Energy

    Germany's battery storage market is booming - but a saturation crunch is coming, and most investors aren't ready for it. The question is which revenue streams hold up, and which collapse the way they did in GB, Texas, and Australia. Ed sits down with Till Stehr, German Research Analyst, and Cosima from the Advisory Services Team at Modo Energy, to map the real structural drivers, and risks, behind German BESS returns. They cover: Why German battery saturation is closer than the market thinks - FCR is already saturated, with aFRR close behind.• Why German battery revenues near €200,000/MW/year for a two-hour system are more about timing than structure. • What makes Germany's intraday market the most liquid in Europe and the €1,000+/MWh spikes batteries feed on. • How flexible connection agreements are quietly reshaping returns, from ramp rates to export caps. • What German grid fees look like after the 2029 exemption and why dynamic fees are locational pricing through the back door. Got a question about the German BESS market? Ask Ko, Modo Energy's AI analyst: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=till_cosima&utm_content=ko_signup Chapters: 00:00 – An Introduction tGermany's Battery Storage Market 00:50 – What Investors Get Wrong About Germany 02:33 – Why Ancillary Services Saturate Fast 03:47 – German Battery Revenues: €200k per MW 05:24 – Structural Value: Solar and Intraday Trading 06:30 – Redispatch Costs and Locational Pricing 08:04 – FCR and aFRR Explained 09:37 – Battery Saturation and the Overbuilt Ratio 14:08 – Europe's Most Liquid Intraday Market 18:50 – Battery Interconnection: Friend or Foe? 21:52 – Negative Power Prices in Germany 25:36 – Flexible Connection Agreements Explained 32:19 – Battery Inertia and Grid-Forming Inverters 35:53 – German Grid Fees: What's Announced 40:37 – Contrarian Views: DSOs and Locational Pricing

    47 min
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À propos

Transmission is the podcast for energy professionals navigating the global shift to a low-carbon power system. Hosted by Ed Porter, Transmission goes deep on battery storage markets, power market dynamics, and the commercial forces shaping the energy transition - with the people at the centre of it. Every week, we sit down with the CEOs, heads of trading desks, government advisors, policy architects, and leading practitioners driving change across the industry. These are practitioner conversations - focused on how markets actually work, where the real opportunities and risks lie, and what the data is telling us. We cover clean energy investing, capacity markets, balancing mechanism participation, and the evolving regulatory environment that shapes returns across geographies. Our coverage spans Great Britain, Germany, Spain, and the broader European energy transition, with regular episodes dedicated to the specific dynamics of each market. Transmission tracks the inflection points that matter: when markets shift, where capital is flowing, and what experienced operators are doing next. We also cover power markets more broadly - interconnectors, flexibility markets, grid infrastructure, and the trading strategies that sophisticated players use to extract value in increasingly complex systems. Who listens: Transmission is built for people who work in energy - analysts, investors, developers, traders, asset managers, and policy professionals at every stage of their careers. If you're entering the industry or building your understanding of how battery storage and power markets actually work, Transmission is one of the fastest ways to get up to speed - directly from the people shaping them. About Modo Energy: Transmission is produced by Modo Energy, a B2B SaaS platform that helps renewable energy companies, funds, utilities, and banks manage and value their energy assets. Specializing in batteries and provides data, analytics, and forecasting to help customers understand the financial performance of their energy assets. The Modo Energy Terminal is the one-stop shop for teams trying to understand the commercial case for grid-scale battery energy storage - bringing together trusted indices, customizable benchmarks, independent revenue forecasts, in-depth written analysis, and much more. Guided by the principles of transparency and usability, Modo Energy’s Terminal provides owners, operators, developers and financiers with a complete view of the landscape for storage - past, present, and future - so that users can make informed, bankable decisions about their assets. Hundreds of organizations rely on Modo’s tools and insights to navigate market trends, optimize investment strategies, and stay ahead of industry shifts. As the storage space continues to evolve, Modo is leading the way - helping businesses unlock the full value of their assets and make smarter decisions in a net-zero future. Follow Transmission to get new episodes every Tuesday. If you find the show valuable, leaving a rating takes 30 seconds and makes a real difference in helping other energy professionals find us.

Informations

  • Création
    Ed Porter, Modo Energy
  • Années d’activité
    2022 - 2026
  • Épisodes
    429
  • Classification
    Tous publics
  • Copyright
    © 2025
  • Site web de l’émission
    Transmission

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