Modo Energy
modoenergy.bsky.social
Modo Energy
@modoenergy.bsky.social
Today's episode of Transmission features Karen De Lathouder (Eneco) discussing how industrial electrification is both creating and filling demand simultaneously
December 4, 2025 at 4:38 PM
New York's grid is unique. Focus on providing the most value by identifying areas with the most constraints and highest community need. That's how you win in energy infrastructure! #NYGrid #EnergyValue #Infrastructure
December 3, 2025 at 9:08 PM
On today's Transmission episode, Daniel Gavrilov (Limitless Energy) talks to Alex de Diego (Modo Energy) about solar panels being one of the fastest and cheapest ways to produce energy #solar #renewable
December 2, 2025 at 4:14 PM
The NY ISO interconnection queue is 80 companies strong. The queue combines national developers with prior market experience and builders with strong local familiarity. 11 Developers have submitted more than 500+ MW of projects, with Key Capture Energy leading the way with 1,280 MW across 13 sites.
November 28, 2025 at 4:16 PM
PJM’s new Regulation design launched in October and prices surged: $129/MW/h on average, with 5-min highs hitting $1,800/MW/h. Likely short-term scarcity as some units didn’t requalify or complete telemetry updates in time - boosting earnings for batteries that were ready.
November 27, 2025 at 5:12 PM
South Australia's first FERM tender closed last week, targeting 400 MW of new long-duration (8h) dispatchable capacity by 2028. FERM deals offer a revenue floor for gas, BESS and other storage tech. Two more tenders follow in 2029 and 2031 to replace retiring gas.
November 26, 2025 at 9:27 PM
Germany’s co-location moment is here 🇩🇪. Solar is squeezed by cannibalisation, and batteries are stuck in a 500 GW queue. Co-location could be the fix - but Germany’s green vs grey storage rules shape who gets subsidies and how revenues stack up.
November 25, 2025 at 4:13 PM
Ancillary service saturation: what can we learn from other markets and what's unique to Germany?

Read the full article on the Modo Energy Terminal
October 17, 2025 at 8:01 AM
France’s solar surge is rewriting the power mix

👉 Read the full article on the Modo Energy Terminal to see how France’s changing mix is reshaping prices and where storage can capture opportunity.
October 16, 2025 at 8:01 AM
Strong competition and low prices defined Italy’s first MACSE auction.

Bids totalled more than four times the tendered demand, driving the average price to under €13,000/MWh/year.

Read the full breakdown on the Modo Energy Terminal.
October 15, 2025 at 8:01 AM
We've started coverage of French power markets!! Read Timothée's debut research article on France's evolving energy mix. 🇫🇷
October 8, 2025 at 1:25 PM