Transmission
Ed Porter, Modo Energy
We're racing toward a net-zero future. What does it mean for battery energy storage, power markets, and the people investing in them? We speak with investors, developers, grid operators, and policymakers to find out. Hosted by Ed Porter, International Regional Director at Modo Energy. We go deep on the forces reshaping power systems - from battery storage revenue and electricity trading to project finance, grid reliability, and market design. We cover the markets that matter: Great Britain, ERCOT (Texas), CAISO (California), PJM, Australia's NEM, and more. New episodes every Tuesday. Watch or listen wherever you get your podcasts. Want the latest power market news between episodes? Sign up for our free Weekly Dispatch newsletter: bit.ly/TheWeeklyDispatch Transmission is a Modo Energy production. Modo Energy helps owners, operators, builders, and financiers of battery energy storage understand the market — and make the most of their assets. Topics: battery energy storage | BESS | power markets | energy markets | electricity trading | energy transition | renewable energy | grid | energy investment | project finance | storage valuation | capacity market | frequency response | ancillary services | ERCOT | CAISO | PJM | NEM | GB power market | energy podcast
Episodes
Mentioned books
Mar 31, 2026 • 42min
Africa's Battery Storage Opportunity - Energy Storage Africa
Michael Cupit, an energy developer building battery storage projects in Malawi and Kenya, shares on-the-ground realities. He discusses why Africa is leapfrogging fossil grids and the commercial case for renewables-plus-storage. Hear comparisons of South Africa, Malawi and Kenya grids. He outlines long finance timelines, the role of DFIs and guarantees, and the challenge of building local O&M capability.
Mar 31, 2026 • 42min
Africa's Battery Storage Opportunity - Energy Storage Africa
Michael Cupit, a developer of battery energy storage projects in Malawi and Kenya, explains why Africa is a huge, misunderstood battery market. He outlines real-world risks, how contracted 15–20 year capacity deals differ from merchant markets, and why grids can be built renewables-first. He also covers financing with DFIs and guarantees, China’s changing role, and the challenge of building local O&M capability.
Mar 26, 2026 • 48min
Biogas Could Power the Hardest Parts of Net Zero - Future Biogas
Philipp Lukas, founder and CEO of Future Biogas and a specialist in biomethane and anaerobic digestion, makes the case for scaling biogas beyond waste treatment. He explains how anaerobic digestion and upgrading to biomethane work. He discusses where biomethane best fits—high‑temperature industry, shipping and transport—and why the gas grid matters as a national energy store.
Mar 26, 2026 • 48min
Biogas Could Power the Hardest Parts of Net Zero - Future Biogas
Philipp Lukas, founder and CEO of Future Biogas and a long-time biomethane developer, outlines how anaerobic digestion turns waste into grid-ready gas. He explores where biomethane fits best—from high‑heat industry to shipping and SAF. Conversations cover feedstocks, plant reliability, the gas grid as seasonal storage, economics versus fossil gas, and what policy and market design need to scale production.
15 snips
Mar 24, 2026 • 45min
How to Cut Clean Energy Development Time in Half - Paces
Stuart Pomeroy, who leads business development at Paces and brings project development and project finance experience. He explains why traditional development stalls and how a parallel, data-driven workflow compresses land, environmental, interconnection, and permitting work. Discussion covers replacing some studies with data tools, predicting permitting and landowner behavior, hot US regions, off-grid opportunities, and making projects bankable.
Mar 24, 2026 • 45min
How to Cut Clean Energy Development Time in Half - Paces
Stuart Pomeroy, business development lead at Paces who speeds clean energy projects using data-driven, parallel workflows. He explains why traditional sequential development fails. He describes Paces’ layered data model, parallelized ecosystem, Permitting Predictor, community sentiment signals, and how compressing workstreams can cut timelines and improve pipeline conversion.
Mar 19, 2026 • 23min
Tax Insurance for Clean Energy Projects - Alliant Insurance Services
James Chenoweth, Managing Director at Alliant and former tax lawyer who arranges tax insurance for complex energy and infrastructure deals. He explains how tax insurance shifts IRS credit risk to insurers. Short takes cover which technologies drive demand, pricing and placement in project finance, FEOC foreign‑ownership uncertainty, and why Texas leads the market.
Mar 19, 2026 • 23min
Tax Insurance for Clean Energy Projects - Alliant Insurance Services
James Chenoweth, Managing Director at Alliant and tax lawyer who insures tax positions for energy and infrastructure deals. He explains tax insurance basics and who uses it. Short takes cover what risks are insurable, how pricing and underwriting work, FEOC uncertainty, which technologies drive demand, and why regions like Texas lead large projects.
Mar 17, 2026 • 34min
Inside the 20GW Pipeline Shaping U.S. Renewable Energy - Engie North America
Lolita Carry, Director of Portfolio Strategy at Engie North America, steers a multi-gigawatt renewables and battery pipeline and manages capital allocation across US ISOs. She discusses how Engie prioritizes ERCOT, PJM, MISO and CAISO, the develop-build-operate-recycle model, interconnection and network upgrade risks, capital recycling deals, and why scale and in-house trading shape battery strategies.
Mar 17, 2026 • 34min
Inside the 20GW Pipeline Shaping U.S. Renewable Energy - Engie North America
Lolita Carry, Director of Portfolio Strategy at Engie North America, steers a multi‑gigawatt pipeline of wind, solar and batteries across US ISOs. She explains how projects move from site to FID, what kills developments in interconnection queues, and the capital recycling model behind large asset sales. She also discusses battery operations, market revenue pressure, and why scale and in‑house trading matter for deployment.
