Ed Porter, Modo Energy
Transmission
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...
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Forfatter
Ed Porter, Modo Energy
Kategori
Podkastens nettsted
Siste episode
27. okt 2026
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Episoder
Why Batteries Are Changing Faster Than the Industry Expected - Marek Kubik 04.08.2026 42:53
Battery storage costs have fallen by two-thirds since 2022 and the cell chemistry currently dominates the grid barely existed at scale five years ago, and the same disruption could be about to happen again. Meanwhile, the supplier market is fragmenting rather than consolidating and the biggest names today aren't guaranteed to stay on top. Marek Kubik has watched these shifts happen from inside the...
Why Batteries Are Changing Faster Than the Industry Expected - Marek Kubik Video 04.08.2026 42:53
Battery storage costs have fallen by two-thirds since 2022 and the cell chemistry currently dominates the grid barely existed at scale five years ago, and the same disruption could be about to happen again. Meanwhile, the supplier market is fragmenting rather than consolidating and the biggest names today aren't guaranteed to stay on top. Marek Kubik has watched these shifts happen from inside the...
What Happens When The State Take Risks Private Capital Won't? - GB Energy 28.07.2026 45:04
GB Energy's £1 million solar investment freed up savings a Hull hospital had left on the table for years. It's an example of what can happen when a state-backed investor takes risks the market won't. GB Energy calls itself an activist investor, built to put public money behind the frontiers where private capital moves too slowly: deepwater wind, long duration storage, public sector solar. The inte...
What Happens When The State Take Risks Private Capital Won't? - GB Energy Video 28.07.2026 45:04
GB Energy's £1 million solar investment freed up savings a Hull hospital had left on the table for years. It's an example of what can happen when a state-backed investor takes risks the market won't. GB Energy calls itself an activist investor, built to put public money behind the frontiers where private capital moves too slowly: deepwater wind, long duration storage, public sector solar. The inte...
Why Would A German Battery Agree To Switch Off? - Green Flexbility Video 21.07.2026 37:43
Germany looks like Europe's most attractive battery storage market on paper: deep power price volatility, a fast-growing renewables build-out, and nearly three gigawatts of batteries already live. In reality, developers are navigating uncertain grid connection queues, gruelling commissioning phases, and a tolling market still working out how much risk is fair to price in. Christina Hepp, Director...
Why Would A German Battery Agree To Switch Off? - Green Flexbility 21.07.2026 37:43
Germany looks like Europe's most attractive battery storage market on paper: deep power price volatility, a fast-growing renewables build-out, and nearly three gigawatts of batteries already live. In reality, developers are navigating uncertain grid connection queues, gruelling commissioning phases, and a tolling market still working out how much risk is fair to price in. Christina Hepp, Director...
Why Renewables Are Changing How Power Gets Priced - Renewable Exchange Video 14.07.2026 44:08
Many people picture a power purchase agreement as a 15-year mega-deal between a tech giant and a solar farm. In reality, 99% of UK PPAs look nothing like that. Power purchase agreements now sit behind a growing chunk of how the UK's electricity supply is sourced, and getting the price wrong could mean getting locked in well above the market rate for years. Ed sits down with Rob Ogden, Founder and...
Why Renewables Are Changing How Power Gets Priced - Renewable Exchange 14.07.2026 44:08
Many people picture a power purchase agreement as a 15-year mega-deal between a tech giant and a solar farm. In reality, 99% of UK PPAs look nothing like that. Power purchase agreements now sit behind a growing chunk of how the UK's electricity supply is sourced, and getting the price wrong could mean getting locked in well above the market rate for years. Ed sits down with Rob Ogden, Founder and...
The Truth About Battery Fires - Gore Street Capital Video 07.07.2026 43:41
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 As...
The Truth About Battery Fires - Gore Street Capital 07.07.2026 43:41
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 As...
How The Weather Affects Power Traders - MetDesk Video 30.06.2026 37:55
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...
How The Weather Affects Power Traders - MetDesk 30.06.2026 37:55
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...
How Germany Decarbonises Industrial Heat - ENERGYNEST 23.06.2026 37:21
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 compete...
How Germany Decarbonises Industrial Heat - ENERGYNEST Video 23.06.2026 37:21
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 compete...
Grid Fees and Saturation: Germany's Battery Outlook - Modo Energy 16.06.2026 46:48
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...
Grid Fees and Saturation: Germany's Battery Outlook - Modo Energy Video 16.06.2026 46:48
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...
How Battery Traders Actually Make Money - Statkraft Video 09.06.2026 52:12
Most battery revenue projections stop at the day-ahead auction. But the optimisers running multi-gigawatt BESS portfolios argue that's where the money is being left on the table - re-trading a battery through intraday, balancing, and ancillary services can add 50% or more to revenue, and battery offtake structures like floors, tolls, and swaps only make sense once you understand how that value act...
How Battery Traders Actually Make Money - Statkraft 09.06.2026 52:12
Most battery revenue projections stop at the day-ahead auction. But the optimisers running multi-gigawatt BESS portfolios argue that's where the money is being left on the table - re-trading a battery through intraday, balancing, and ancillary services can add 50% or more to revenue, and battery offtake structures like floors, tolls, and swaps only make sense once you understand how that value act...
Connections, Capacity & Clean Power: Britain's Grid Reform - NESO 02.06.2026 53:52
The scope of the National Energy System Operator - or NESO - has expanded from running the electricity system to planning Britain's whole energy system across electricity, gas and hydrogen, all while delivering connections reform and steering toward Clean Power 2030. That transformation is reshaping everything from how Britain plans its grid 20 years out to how it keeps the lights on tonight. Ed P...
Connections, Capacity & Clean Power: Britain's Grid Reform - NESO Video 02.06.2026 53:52
The scope of the National Energy System Operator - or NESO - has expanded from running the electricity system to planning Britain's whole energy system across electricity, gas and hydrogen, all while delivering connections reform and steering toward Clean Power 2030. That transformation is reshaping everything from how Britain plans its grid 20 years out to how it keeps the lights on tonight. Ed P...
Where Capital Is Flowing in Spanish Renewables - nTeaser 26.05.2026 25:17
Three years ago, the best price for a ready-to-build solar project in Spain was €200,000 per megawatt — today it is €50,000. Batteries have moved the opposite way, with ready-to-build prices climbing to around €100,000 per megawatt and a 30GW pipeline now stacking up behind them. Ed Porter sits down with Carmen Izquierdo Serrano, founder of nTeaser, the renewable energy marketplace where many of S...
Where Capital Is Flowing in Spanish Renewables - nTeaser Video 26.05.2026 25:17
Three years ago, the best price for a ready-to-build solar project in Spain was €200,000 per megawatt — today it is €50,000. Batteries have moved the opposite way, with ready-to-build prices climbing to around €100,000 per megawatt and a 30GW pipeline now stacking up behind them. Ed Porter sits down with Carmen Izquierdo Serrano, founder of nTeaser, the renewable energy marketplace where many of S...
Clean Power 2030: Inside Mission Control with Chris Stark 19.05.2026 56:10
Chris Stark is Head of UK’s Mission for Clean Power, As Head of Mission Control at DESNZ, no one sees the constraint costs, grid bottlenecks and reform of National Pricing trade-offs more clearly. The UK is building a clean power system at a pace not seen since the 1960s, connecting record volumes of wind and solar while transmission, storage and gas all reshape around them. Constraint costs have...
Clean Power 2030: Inside Mission Control with Chris Stark Video 19.05.2026 56:10
Chris Stark is leading the UK's Clean Power 2030 mission. As Head of Mission Control at DESNZ, no one sees the constraint costs, grid bottlenecks and reform of National Pricing trade-offs more clearly. The UK is building a clean power system at a pace not seen since the 1960s, connecting record volumes of wind and solar while transmission, storage and gas all reshape around them. Constraint costs...
Why Germany's Battery Storage Market Is Harder Than It Looks - Terralayr Video 12.05.2026 42:04
Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet. Philipp Man is co-founder and CEO of Terralayr. He joins Ed Porter to unpack the operational re...
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