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. 1 DAY AGO

    From 50 to 500MW: How to Manage Mega-Projects - EDF

    How a battery gets optimised, from the moment a contract is signed to the millisecond a trade is placed, is still a black box for most people in the industry. Understanding that process is the difference between leaving money on the table and extracting maximum value from every asset. In this episode of Transmission, Ed Porter is joined by Fabrizio Fenu, Head of Business Development at EDF UK. They pull back the curtain on how battery optimisation actually works at scale: how assets are treated fairly across a large portfolio, why merchant, floor and tolling contracts suit different investors, what role AI and algorithms play on a live trading desk, and why co-located solar and battery projects are harder to finance than they look. Chapters 00:00 Intro: Optimising 5GW 01:18 EDF's Battery Business 01:47 5GW Portfolio Scale 02:25 From 50kW to Commercial 04:44 Inside the Trading Floor 06:22 Winning Big Battery Contracts 08:01 Debt and Revenue Certainty 09:21 Merchant vs Floor vs Toll 11:05 Optimiser Market Consolidation 13:39 AI in Energy Trading 16:10 Energy Careers Advice 17:57 Fair Asset Treatment 19:25 Day-Ahead and Ancillary Markets 22:45 Enduring Auction Capability Explained 25:51 Intraday Pricing and Indexing 28:37 Perfect Battery Asset Quickfire 31:45 Co-location Solar and Battery 35:12 Battery Retrofitting Explained 36:21 Connection Reform and Scale 37:37 Simplify the Energy Industry

    41 min
  2. From 50 to 500MW: How to Manage Mega-Projects - EDF

    1 DAY AGO · VIDEO

    From 50 to 500MW: How to Manage Mega-Projects - EDF

    How a battery gets optimised, from the moment a contract is signed to the millisecond a trade is placed, is still a black box for most people in the industry. Understanding that process is the difference between leaving money on the table and extracting maximum value from every asset. In this episode of Transmission, Ed Porter is joined by Fabrizio Fenu, Head of Business Development at EDF UK. They pull back the curtain on how battery optimisation actually works at scale: how assets are treated fairly across a large portfolio, why merchant, floor and tolling contracts suit different investors, what role AI and algorithms play on a live trading desk, and why co-located solar and battery projects are harder to finance than they look. Chapters 00:00 Intro: Optimising 5GW 01:18 EDF's Battery Business 01:47 5GW Portfolio Scale 02:25 From 50kW to Commercial 04:44 Inside the Trading Floor 06:22 Winning Big Battery Contracts 08:01 Debt and Revenue Certainty 09:21 Merchant vs Floor vs Toll 11:05 Optimiser Market Consolidation 13:39 AI in Energy Trading 16:10 Energy Careers Advice 17:57 Fair Asset Treatment 19:25 Day-Ahead and Ancillary Markets 22:45 Enduring Auction Capability Explained 25:51 Intraday Pricing and Indexing 28:37 Perfect Battery Asset Quickfire 31:45 Co-location Solar and Battery 35:12 Battery Retrofitting Explained 36:21 Connection Reform and Scale 37:37 Simplify the Energy Industry

    41 min
  3. How Quantum Sensors Could Transform Nuclear Power - EPRI

    3 DAYS AGO · VIDEO

    How Quantum Sensors Could Transform Nuclear Power - EPRI

    The energy grid fails in silence, long before the lights go out. The real problem is that most of the infrastructure keeping the grid alive is inspected too slowly, too infrequently, and with sensors that drift. We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from simply seeing existing assets more clearly. Quantum sensing promises exactly that, and it is closer to deployment than most people realise. In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation, Quantum Technologies, and International Engagement at the Electric Power Research Institute (EPRI), to explore how quantum sensing technology could transform grid reliability, reduce costly downtime at nuclear plants, and reshape how we think about energy security, from US utilities to communities in sub-Saharan Africa. Chapters 00:00 Seeing Problems Early 01:53 EPRI's Mission 03:34 Into Nuclear Innovation 06:27 Quantum Technologies Overview 09:15 How Quantum Sensors Work 12:33 No-Drift Sensing Advantage 15:34 Real World Applications 22:21 Cutting Nuclear Downtime 25:20 Utility Pilot Programs 26:15 Quantum Meets AI 32:29 Key Stakeholders for Quantum 35:37 Nuclear in a Renewable Grid 41:43 Modern Reactor Safety 46:43 G20 Nuclear Summit 48:43 Energy Access in Africa 53:22 Contrarian Energy Take #Nuclear #QuantumTechnology #EnergyTransition #CleanEnergy #FutureOfEnergy

    55 min

  4. 3 DAYS AGO

    How Quantum Sensors Could Transform Nuclear Power - EPRI

    The energy grid fails in silence, long before the lights go out. The real problem is that most of the infrastructure keeping the grid alive is inspected too slowly, too infrequently, and with sensors that drift. We pour billions into building new power infrastructure, yet some of our biggest reliability gains might come from simply seeing existing assets more clearly. Quantum sensing promises exactly that, and it is closer to deployment than most people realise. In this conversation, Alex sits down with Emma Wong, Nuclear Principal Lead for Innovation, Quantum Technologies, and International Engagement at the Electric Power Research Institute (EPRI), to explore how quantum sensing technology could transform grid reliability, reduce costly downtime at nuclear plants, and reshape how we think about energy security, from US utilities to communities in sub-Saharan Africa. Chapters 00:00 Seeing Problems Early 01:53 EPRI's Mission 03:34 Into Nuclear Innovation 06:27 Quantum Technologies Overview 09:15 How Quantum Sensors Work 12:33 No-Drift Sensing Advantage 15:34 Real World Applications 22:21 Cutting Nuclear Downtime 25:20 Utility Pilot Programs 26:15 Quantum Meets AI 32:29 Key Stakeholders for Quantum 35:37 Nuclear in a Renewable Grid 41:43 Modern Reactor Safety 46:43 G20 Nuclear Summit 48:43 Energy Access in Africa 53:22 Contrarian Energy Take #Nuclear #QuantumTechnology #EnergyTransition #CleanEnergy #FutureOfEnergy

    55 min
  5. Why is it so hard to build renewables in New York?

    20 FEB · VIDEO

    Why is it so hard to build renewables in New York?

    New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule. In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets. We explore: Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York’s “cluster study” interconnection model with ERCOT’s faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets. A Modo Energy production. Music licensed via Artlist. Stock footage licensed via Pond5 (via Everly). This documentary is for informational purposes only and does not constitute investment advice.

    13 min

  6. 20 FEB

    Why is it so hard to build renewables in New York?

    New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule. In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets. We explore: Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York’s “cluster study” interconnection model with ERCOT’s faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets. A Modo Energy production. Music licensed via Artlist. Stock footage licensed via Pond5 (via Everly). This documentary is for informational purposes only and does not constitute investment advice.

    13 min

  7. 19 FEB

    What’s Really Stopping UK Solar? - IG Renewables

    The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty. In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025. Chapters 00:00:03 Connection Reform Overview00:07:30 Gate Two Shakeout00:09:00 Solar M&A Activity00:13:30 Strategic Energy Planning00:18:30 Co-Located Solar Storage00:22:00 60GW Delivery Challenge00:24:30 EPC Workforce Gap00:28:30 CFD PPA Merchant Revenue00:33:00 Balcony Solar Growth00:37:47 Warm Homes Plan00:45:00 Future Solar Deployment Shift#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy

    46 min
  8. What’s Really Stopping UK Solar? - IG Renewables

    19 FEB · VIDEO

    What’s Really Stopping UK Solar? - IG Renewables

    The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty. In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025. Chapters 00:00:03 Connection Reform Overview00:07:30 Gate Two Shakeout00:09:00 Solar M&A Activity00:13:30 Strategic Energy Planning00:18:30 Co-Located Solar Storage00:22:00 60GW Delivery Challenge00:24:30 EPC Workforce Gap00:28:30 CFD PPA Merchant Revenue00:33:00 Balcony Solar Growth00:37:47 Warm Homes Plan00:45:00 Future Solar Deployment Shift#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy

    46 min
See All (381)

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
    381
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Transmission

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