Occasional host on the Transmission podcast.
Longer reads on LI, video on YouTube and both on Modo Energy’s terminal.
Much more to come in enabling the transition
Much more to come in enabling the transition
Source: modoenergy.com/research/bat...
Source: modoenergy.com/research/bat...
Nearly all of that battery export is during peak load.
☀️ Solar 🤝 battery 🔋
Nearly all of that battery export is during peak load.
☀️ Solar 🤝 battery 🔋
But as renewables expand and prices move more sharply through the day, nuclear flexibility has become part of France’s daily power balance.
How much further can the fleet flex?
But as renewables expand and prices move more sharply through the day, nuclear flexibility has become part of France’s daily power balance.
How much further can the fleet flex?
Here’s the comparison for GB in September 2025.
Average battery accepted offers were £33/MWh cheaper than gas, reducing costs for consumers.
Here’s the comparison for GB in September 2025.
Average battery accepted offers were £33/MWh cheaper than gas, reducing costs for consumers.
Great to see back in the ft.
Great to see back in the ft.
Interesting to see how the investment theory changes and how surges in applications push out timelines
Interesting to see how the investment theory changes and how surges in applications push out timelines
Once frequency response markets are saturated, they move into the next best market, often energy trading.
Their impact at peak is usually at the expense of thermal plant which will see reduced run hours.
Once frequency response markets are saturated, they move into the next best market, often energy trading.
Their impact at peak is usually at the expense of thermal plant which will see reduced run hours.
Key topics:
🔋 how quickly the battery fleet has grown (now 6.5GW/10GWh) to dominate short term flexibility, for example, in frequency response markets and at lower cost.
Key topics:
🔋 how quickly the battery fleet has grown (now 6.5GW/10GWh) to dominate short term flexibility, for example, in frequency response markets and at lower cost.
Slide from the recent German Livestream - which you can get here.
www.youtube.com/watch?v=drhd...
Slide from the recent German Livestream - which you can get here.
www.youtube.com/watch?v=drhd...
www.youtube.com/watch?v=g0nR...
www.youtube.com/watch?v=g0nR...
I don’t expect it to stay as trading patterns evolve and generators pick up additional 15-min blocks or buy back lower end of period volume.
Source: modoenergy.com/research/ger...
I don’t expect it to stay as trading patterns evolve and generators pick up additional 15-min blocks or buy back lower end of period volume.
Source: modoenergy.com/research/ger...
By 2029, the country could host up to 5 GW of installed battery capacity.
By 2029, the country could host up to 5 GW of installed battery capacity.
For batteries, this is where speed and flexibility deliver exceptional returns.
Chart from the Weekly Dispatch
For batteries, this is where speed and flexibility deliver exceptional returns.
Chart from the Weekly Dispatch
Check out the full episode to hear how groups like Field are bringing these battery projects to life.
Full source: youtu.be/v-1E24Uf2-4?...
Check out the full episode to hear how groups like Field are bringing these battery projects to life.
Full source: youtu.be/v-1E24Uf2-4?...
Hard to see anything other than variants of lithium dominating at 8 hours.
Source: modoenergy.com/research/gb-...
Hard to see anything other than variants of lithium dominating at 8 hours.
Source: modoenergy.com/research/gb-...
95% of batteries are available in any half-hour.
For more details, you'd need to be signed up to the Weekly Dispatch.
95% of batteries are available in any half-hour.
For more details, you'd need to be signed up to the Weekly Dispatch.
Key to this is whether areas are sun or wind-dominated and the associated balancing required.
@etc-energy.bsky.social
Here's the full episode here: youtu.be/X7ti6w6_0sg?...
Key to this is whether areas are sun or wind-dominated and the associated balancing required.
@etc-energy.bsky.social
Here's the full episode here: youtu.be/X7ti6w6_0sg?...
Why focus there?
- High renewable penetration
- Weak interconnection
- Acute flexibility needs
By targeting capacity where stress is highest, this ensures storage delivers the greatest impact.
Why focus there?
- High renewable penetration
- Weak interconnection
- Acute flexibility needs
By targeting capacity where stress is highest, this ensures storage delivers the greatest impact.