@ModoEnergy
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The global standard for benchmarking and valuing electrification assets.
London, New York, Sydney
Joined March 2020
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"It's a whole energy problem. It's not an electricity win or a gas win."
Sam Wilson (Cadent, Director of Energy System Operations) makes the case for thinking about the UK energy system as one intertwined whole rather than splitting electricity and gas into separate columns. Localised power generation and industry run across the gas network too, and he argues current planning is still too electricity biased, even as thinking has shifted over the last five years.
Full episode of Transmission with Sam Wilson, out now.
#EnergyTransition #WholeSystem #UKEnergy
Bring Modo Energy data into the AI tools you already use.
Using the Modo Energy MCP:
• Query virtual assets, custom benchmarks, and regional BESS indices.
• Find assets by power, duration, and company, including historical ownership.
• Create forecasts, compare runs, and retrieve market outlook data and saved reports.
"Ten percent of demand comes off. That does not mean ten percent of the network goes."
Sam Wilson (Cadent, Director of Energy System Operations) on why gas network decommissioning won't scale linearly with falling demand. The network's resilience comes from how interdependent it is, which is also why you can't remove sections as usage drops.
His expectation: a long period of near-zero change, then a tipping point where decommissioning suddenly becomes economical, then a tail off. Right now that point is still a distance away and isn't in Cadent's current investment cycles.
Full episode of Transmission out now.
#EnergyTransition #GasNetworks #NetZero
How would a revenue contract change your ERCOT battery's projected cash flows?
You can now model revenue contracts in Modo Energy’s ERCOT standalone BESS forecasts: Day-ahead TBx swaps, tolling agreements, revenue shares, and caps and floors.
Run an ERCOT forecast for free on the Modo Energy Terminal.
Modo Energy retweeted
Netherlands: operational BESS fleet is 677 MW / 1.5 GWh, mostly co-located with wind and solar. Pipeline of 3.2 GW / 12.0 GWh flips the model: 91% standalone, four-hour duration as default, sited where grid congestion allows. Groningen alone holds 46% of pipeline capacity.
ALT Chart: nl bess buildout q3 2026 03 operational map congestion
Modo Energy retweeted
US data centers: on-site gas runs about $125/MWh against $66/MWh from the grid, nearly double. But at Nebius' cloud rates of $20-25M/MW-year, that premium is only 2-3% of revenue. When financing is accruing and deadlines loom, paying up to power sooner pencils out.
ALT Chart: valuing speed to power 6 gpu cloud revenue per mw
Modo Energy retweeted
Germany: an unconstrained 2-hour battery earned €191k/MW/yr in August, down 7% on the month. aFRR capacity still made up about half the stack, but year-on-year it's down from 88%. Day-ahead and intraday now supply 31% of revenue, against 7% last August.
ALT Chart: me bess de revenue stack
Modo Energy retweeted
Loved the chance to dig into energy markets with @MegaWattXinfo and @gerardreid14 on @Redef_Energy.
- What are the exciting markets? Where can you get over €300k/MW/year?
- In the phases of battery markets, where have revenues fallen away, and what should investors do about it?
- What stands out from this summer that's changing the narrative on solar?
The episode goes live today.
If you want to follow up on any of these topics, try Modo Energy's Agent Ko for free - head to the terminal and make an account, or get in touch.
Modo Energy retweeted
Spain: a year ago we called 5 GW of BESS by 2029 an upper bound for the whole market. Authorised capacity alone now sits at 6.4 GW, already 28% past that ceiling. The operational fleet is still just 239 MW, so the gap between paper and steel remains wide.
ALT Chart: es bess pipeline buildout by source
Emma Pinchbeck (CEO, Climate Change Committee) makes a case that's easy to miss in the net zero debate: electrification isn't just a climate policy, it's already the cheaper option.
60% of the UK's emissions reduction pathway to 2040 relies on electrification. And households with access to renewables and an EV are already saving around £1,600/year compared to the average fossil-fuel-dependent household - rising to £1,900/year against households on oil heating specifically.
Her point: regardless of where you stand on climate change, electrifying the economy is how you get cheaper, more efficient energy into people's hands.
Watch the full episode out now on the Modo Energy YouTube channel
#EnergyTransition #NetZero #UKEnergy
Modo Energy retweeted
At Modo Energy, understanding power markets is everyone's job. Not just the analysts.
Tighe (commercial team) used to spend 8 hours a month staying on top of US battery markets.
Ko cuts that to minutes. Watch ⬇️
Modo Energy retweeted
WEM: batteries now set the wholesale price in 90% of dispatch intervals, up from 18% in early 2025. And most of that comes from the charging side, not discharge. The market price increasingly reflects what a battery will pay to charge, not what a generator needs to run.
ALT Chart: wem price setting by technology
At Modo Energy, understanding power markets is everyone's job. Not just the analysts.
Tighe (commercial team) used to spend 8 hours a month staying on top of US battery markets.
Ko cuts that to minutes. Watch ⬇️
Poland went from 95% coal to 55% coal in roughly a decade. That's one of the fastest fossil-fuel exits happening anywhere in Europe right now.
Renewables generated over 30% of Poland's power last year alone. And the country most outsiders still picture as coal-locked is quietly proving that a near-total fossil fuel base isn't a ceiling - it's a starting point.
R. Power Renewables' Tomasz Sęk, Founder & COO, joins @edcporter to unpack how this happened and what it means for the next phase of Poland's grid.
Watch the full episode out now on the Modo Energy YouTube channel, or search Transmission wherever you get your podcasts.
#EnergyStorage #BESS #Poland
Full breakdown here: modoenergy.com/research/en/n…
Record heat in PJM sent July's TB4 spreads soaring. Real-Time spreads averaged $895/MW-day, up 161% on last year and 88% above June.
Almost all of it came from three days. An extreme heat wave over July 1 to 3 carried 56% of the month's entire spread.
July 2 broke records across the board: an all-time PJM peak load, and the hottest average temperature the grid has ever recorded at 97°F. Washington DC hit 102°F, breaking a mark that had stood since 1872. That single day carried a quarter of the month's spread, worth 14 ordinary trading days.
Full breakdown on the Modo terminal, link in the comments below.
See real-time and day ahead prices, generation mix, and system load for 7 US ISOs: CAISO, ERCOT, SPP, PJM, MISO, NYISO, and ISO-NE.
Live market data is now available on the Modo Energy Terminal.
Follow prices, generation mix, and load to see what's driving the market.
Ko connects the dots across all of it. Ask it to:
- Explain price divergences between day-ahead and real-time, like load coming in higher than expected, or renewables dropping off unexpectedly
- Cross-reference the benchmark against live prices and generation mix, and understand exactly what drove the difference
- Compare how prices moved differently across regions, or what drove an unusual trading day
Swipe to see sample prompts 👇
Four states are driving PJM's storage buildout, each use a different model:
NJ: fixed incentive, developers keep market upside
MD: hedges capacity revenue
IL: hedges the entire revenue stack
VA: utility mandate, mostly Dominion
Full breakdown: eu1.hubs.ly/H0xD9Qz0
82 batteries cleared Phase 2 of PJM's Transition Cycle 2, totaling 8.5 GW of interconnection rights.
That's 28% of the active queue. Storage is now a meaningful share of what's moving through PJM's pipeline.
A few takeaways from this checkpoint in the cluster study:
1. Virginia leads by a wide margin. 33 of the 82 batteries are sited there, at 3.2 GW. Illinois is next at 1.5 GW, then Maryland at 1.3 GW.
2. Long duration is starting to show up. Nine ten-hour projects cleared, mostly solar-paired systems in the Midwest.
3. PJM's two new fast-track policies did little for storage. Transferable capacity rights went mostly to solar (14 of 18 projects), and the Reliability Resource Initiative went almost entirely to gas. Just 3 of its 41 active projects are batteries. Both were meant to speed capacity into a tight market, and both mostly favored other technologies.
4. Interconnection costs vary widely, and not with project size. They run from about $3,000/MW to $1.9M/MW, with a median near $151,000/MW. These costs will likely decide which projects drop out of the queue next.
To see the full analysis, check out the full article on the Modo Energy terminal. Link in the comments.
Read the full analysis here: modoenergy.com/research/en/p…
