Transmission

Modo Energy
  • 5.0 (12)
  • INVESTING
  • UPDATED WEEKLY

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. How Solar Turned The Price Curve Upside Down - AES Clean Energy

    13H AGO · VIDEO

    How Solar Turned The Price Curve Upside Down - AES Clean Energy

    AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast. Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time. In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth. Chapters - 00:00 Clean Energy Timing Problem - 02:03 AES Company Overview - 04:45 Battery Storage California - 06:38 ERCOT Duck Curve - 08:15 Solar Trading Blocks - 09:45 Battery Revenue Streams - 12:21 CAISO vs ERCOT Batteries - 14:25 Market Volatility Dynamics - 15:30 Offtake Agreements Explained - 17:21 Belfield 500MW Battery - 18:45 Biggest Trade Ever - 21:00 Wind Solar Portfolio Management - 22:14 24/7 Clean Energy Matching - 25:11 Renewable Coverage Pricing - 26:07 Nuclear Energy Outlook - 28:21 SMR Timeline Concerns - 30:56 Nuclear Submarine Stories - 34:52 Transmission Constraint Challenges - 38:19 Data Center Generation Gap - 40:05 AI Growth Inflection Point - 42:00 Battery Market Opportunity - 44:39 AI Prompt Engineering Careers - 46:14 Trading Desk Culture Shift - 48:29 Managing Young Traders - 50:10 Head of Trading Daily Routine - 51:08 Worst Trading Day Story - 53:24 AES Future Announcements - 54:55 Contrarian Energy Market Views #AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear

    56 min

  2. 13H AGO

    How Solar Turned the Price Curve Upside Down - AES Clean Energy

    AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast. Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time. In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth. Chapters - 00:00 Clean Energy Timing Problem - 02:03 AES Company Overview - 04:45 Battery Storage California - 06:38 ERCOT Duck Curve - 08:15 Solar Trading Blocks - 09:45 Battery Revenue Streams - 12:21 CAISO vs ERCOT Batteries - 14:25 Market Volatility Dynamics - 15:30 Offtake Agreements Explained - 17:21 Belfield 500MW Battery - 18:45 Biggest Trade Ever - 21:00 Wind Solar Portfolio Management - 22:14 24/7 Clean Energy Matching - 25:11 Renewable Coverage Pricing - 26:07 Nuclear Energy Outlook - 28:21 SMR Timeline Concerns - 30:56 Nuclear Submarine Stories - 34:52 Transmission Constraint Challenges - 38:19 Data Center Generation Gap - 40:05 AI Growth Inflection Point - 42:00 Battery Market Opportunity - 44:39 AI Prompt Engineering Careers - 46:14 Trading Desk Culture Shift - 48:29 Managing Young Traders - 50:10 Head of Trading Daily Routine - 51:08 Worst Trading Day Story - 53:24 AES Future Announcements - 54:55 Contrarian Energy Market Views #AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear

    56 min

  3. 5D AGO

    Is UK Grid Reform Really Working? - Low Carbon

    The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets. In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time. Chapters - 00:00 - Introduction and connections reform recap - 01:44 - The 1,000GW grid queue crisis - 02:04 - Transmission versus distribution network access differences - 03:21 - Gate one and gate two grid offers explained - 04:06 - Current status of gate two notifications - 05:28 - Connection date uncertainty and timeline delays - 07:39 - September deadline for final grid offers - 09:15 - Co-location of batteries with solar projects - 11:42 - Why Ofgem removed batteries from solar schemes - 14:58 - Network capacity constraints and upgrade costs - 17:25 - Active network management and curtailment solutions - 20:33 - Distribution versus transmission network capacity planning - 23:47 - Industry response to battery removal decisions - 26:19 - The business case for solar-battery portfolios - 29:51 - Substation siting challenges and planning delays - 32:44 - National Grid's role in new infrastructure - 35:16 - Summer solar generation and negative prices - 38:16 - How solar projects price curtailment risk - 40:10 - Next steps for connections reform implementation - 42:02 - Critical path issues for 2030 delivery - 43:24 - Contrarian view: using existing networks better

    46 min
  4. Is UK Grid Reform Really Working? - Low Carbon

    5D AGO · VIDEO

    Is UK Grid Reform Really Working? - Low Carbon

    The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets. In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time. Chapters - 00:00 - Introduction and connections reform recap - 01:44 - The 1,000GW grid queue crisis - 02:04 - Transmission versus distribution network access differences - 03:21 - Gate one and gate two grid offers explained - 04:06 - Current status of gate two notifications - 05:28 - Connection date uncertainty and timeline delays - 07:39 - September deadline for final grid offers - 09:15 - Co-location of batteries with solar projects - 11:42 - Why Ofgem removed batteries from solar schemes - 14:58 - Network capacity constraints and upgrade costs - 17:25 - Active network management and curtailment solutions - 20:33 - Distribution versus transmission network capacity planning - 23:47 - Industry response to battery removal decisions - 26:19 - The business case for solar-battery portfolios - 29:51 - Substation siting challenges and planning delays - 32:44 - National Grid's role in new infrastructure - 35:16 - Summer solar generation and negative prices - 38:16 - How solar projects price curtailment risk - 40:10 - Next steps for connections reform implementation - 42:02 - Critical path issues for 2030 delivery - 43:24 - Contrarian view: using existing networks better

    46 min

  5. FEB 10

    Stress Testing the Grid With a Digital Twin (Xcel Energy)

    Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events, wildfire scenarios, and load surges before they happen, fundamentally changing how the grid stays reliable. Alejandro De Diego speaks with Marcus Johansson, Senior Executive - Wildfire Mitigation, Digital Transformation, Grid Modernization at Xcel Energy. The conversation explores how digital twins, virtual replicas of the physical grid, are enabling utilities to run simulations of weather events, wildfire scenarios, and increasing electricity demand. You can watch or listen to new episodes every Tuesday and Thursday. Transmission is a Modo Energy production. Your host is Alejandro De Deigo - 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 Chapters - 00:03 - Introduction - 01:45 - Xcel Energy Overview - 03:05 - Grid Modernization Role - 04:26 - Digital Twin Technology - 05:27 - Analytics vs Simulations - 06:15 - Wildfire Mitigation Strategies - 07:28 - Advanced Metering Infrastructure - 08:13 - Predictive Maintenance Applications - 08:42 - Data Integration Challenges - 10:29 - Distribution Management Systems - 13:17 - AI Load Forecasting - 14:20 - Peak Demand Management - 16:01 - Sustainability Journey - 16:28 - Energy Transition Motivation - 17:10 - Infrastructure Investment Plans - 18:22 - Transmission Focus Areas - 18:58 - Join Xcel Energy - 19:18 - Contrarian Industry Views - 20:11 - Service Orchestration Mindset - 20:44 - Build vs Buy - 21:25 - Future Generation Optimism

    22 min
  6. Stress Testing the Grid With a Digital Twin (Xcel Energy)

    FEB 10 · VIDEO

    Stress Testing the Grid With a Digital Twin (Xcel Energy)

    Power grids are shifting from reactive crisis management to proactive simulation and planning. Utilities can now rehearse extreme weather events, wildfire scenarios, and load surges before they happen, fundamentally changing how the grid stays reliable. Alejandro De Diego speaks with Marcus Johansson, Senior Executive - Wildfire Mitigation, Digital Transformation, Grid Modernization at Xcel Energy. The conversation explores how digital twins, virtual replicas of the physical grid, are enabling utilities to run simulations of weather events, wildfire scenarios, and increasing electricity demand. You can watch or listen to new episodes every Tuesday and Thursday. Transmission is a Modo Energy production. Your host is Alejandro De Deigo - 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 Chapters - 00:03 - Introduction - 01:45 - Xcel Energy Overview - 03:05 - Grid Modernization Role - 04:26 - Digital Twin Technology - 05:27 - Analytics vs Simulations - 06:15 - Wildfire Mitigation Strategies - 07:28 - Advanced Metering Infrastructure - 08:13 - Predictive Maintenance Applications - 08:42 - Data Integration Challenges - 10:29 - Distribution Management Systems - 13:17 - AI Load Forecasting - 14:20 - Peak Demand Management - 16:01 - Sustainability Journey - 16:28 - Energy Transition Motivation - 17:10 - Infrastructure Investment Plans - 18:22 - Transmission Focus Areas - 18:58 - Join Xcel Energy - 19:18 - Contrarian Industry Views - 20:11 - Service Orchestration Mindset - 20:44 - Build vs Buy - 21:25 - Future Generation Optimism

    22 min

  7. FEB 5

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

    FEB 5 · 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
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Ratings & Reviews

5
out of 5
12 Ratings

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
    373
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Transmission

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