

Transmission
Ed Porter, Modo Energy
The energy transition is reshaping power markets across the world and the stakes have never been higher. Transmission goes deep on battery energy storage, energy trading, project finance, and grid design - alongside wind, solar, and other clean technologies - with the people who are actually doing it. Hosted by Ed Porter, International Director at Modo Energy. New episodes every Tuesday.
Episodes
Mentioned books

Jan 29, 2026 • 41min
The 1% That Makes Or Breaks A $100M Battery Project with Lucie Kanius-Dujardin (NHOA)
Lucie Kanius-Dujardin, Global Managing Director at NHOA Energy with ~15 years in energy, leads turnkey battery projects worldwide. She discusses why the Power Plant Controller matters for commissioning and reliability. They cover grid-forming know-how from microgrids, the rise of solar-plus-storage hybrids, and navigating diverse grid codes and supply chains.

Jan 29, 2026 • 41min
The 1% That Makes Or Breaks A $100M Battery Project with Lucie Kanius-Dujardin (NHOA)
Lucie Kanius-Dujardin, Global Managing Director at NHOA Energy, leads turnkey battery storage delivery worldwide. She discusses the crucial role of the Power Plant Controller, lessons from microgrids and grid-forming tech, why solar paired with storage is taking off, and the challenges of global grid codes, supply chains, and larger battery cells.

Jan 27, 2026 • 37min
Forecasting When the Grid Has No Margin for Error with Sean Kelly (Amperon)
The power grid is getting harder to run. There’s more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what’s the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage

16 snips
Jan 27, 2026 • 37min
Forecasting When the Grid Has No Margin for Error with Sean Kelly (Amperon)
Sean Kelly, co-founder and CEO of Amperon, a former energy trader and power-plant operator turned AI forecaster. He discusses advanced weather-driven models for renewables, forecasting net demand and its market impacts, data quality differences across regions, and how rapid data center growth is reshaping grid planning and reliability.

Jan 22, 2026 • 46min
The Digital Backbone of Energy Storage Optimization with Roger Hollies (Arenko)
Batteries are no longer just shifting energy from one time of day to another - they’re becoming critical grid infrastructure. But to unlock their full potential, we need smarter ways to manage billions of data points in real time, so storage can deliver everything from peak shaving to power quality and grid support and keep them operating safely, efficiently, and optimally.In this conversation, Ed is joined by Roger Hollies, Chief Technical Officer at Arenko. Over the conversation, they discuss how market governance needs to evolve, why it’s time to crack open the ‘black box’ of automated trading, and how ‘rules as code’ could be the key to unlocking a cleaner, cheaper energy future.Key topics discussed:How software can make ultra-complex battery assets manageable.Why batteries are overtaking fossil fuels in essential grid roles like frequency response, voltage control, and inertia.The data infrastructure required to handle seven billion datapoints a day across global energy portfolios.How open-source, “rules as code” market design could speed up innovation.What must regulators do to enforce fair markets and guarantee top-tier service delivery.About our guestRoger Hollies is the Chief Technology Officer at Arenko, where he leads the development of Arenko’s Nimbus platform, a software solution that currently manages 1.2 gigawatts of battery, solar, and wind assets across the UK and international markets. Connect with Roger on Linkedin here: https://www.linkedin.com/in/roger-hollies-a0650012/For more information on Arenko, head to their website: https://arenko.group/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

6 snips
Jan 22, 2026 • 46min
The Digital Backbone of Energy Storage Optimization with Roger Hollies (Arenko)
Roger Hollies, CTO of Arenko, shares insights on how their Nimbus platform handles vast data to optimize battery, solar, and wind assets across markets. He discusses how batteries are surpassing fossil fuels in grid roles like frequency response and the need for a smarter market governance. With a focus on 'rules as code,' he emphasizes the potential for innovation and transparency in energy markets. Hollies also highlights the importance of human oversight in automated trading and the necessity for stricter regulatory measures to ensure fair service delivery.

Jan 20, 2026 • 32min
How America’s AI Demand Boom is Being Powered with Peter Sawicki (Mitsubishi Power Americas)
The AI boom has led to unprecedented demand for data centers in the US. With interconnection queues stretching for years, hyperscalers can no longer wait for traditional grid capacity to catch up. In this episode, Alex speaks with Peter Sawicki - Vice President of Business Development of Emerging Technologies at Mitsubishi Power Americas. They explore how the industry is pivoting to "bring your own power" solutions to bridge the gap. They discuss how manufacturers are pairing trailer-mounted gas turbines with battery storage to deliver the critical reliability that data centers require, along with the evolving role of gas in the transition, the technical reality of hydrogen-ready infrastructure, and why the immediate priority has shifted from decarbonization to pure deliverability.Key topics discussedWhy unprecedented load growth from AI and domestic offshoring has caught the power industry by surprise.How developers are bypassing long interconnection queues.Why pairing gas generation with battery storage is essential for managing the millisecond demand surges of large language models.What ‘hydrogen-ready’ actually mean for turbine technology and the future of long-duration seasonal storage.How the industry’s priority stack fundamentally shifted from long-term decarbonization goals to immediate speed to power.About our guest.Peter Sawicki is the leader of the Emerging Technologies group at Mitsubishi Power, a division of Mitsubishi Heavy Industries. A veteran of the power industry with 30 years of experience, Peter has spent the last 11 years at Mitsubishi. In his current role, Peter focuses on business development for "non-conventional" customers, specifically targeting hyperscalers, co-locators, and land developers navigating the massive data center build-out driven by the AI boom. You can find Peter on LinkedIn here About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Jan 20, 2026 • 32min
How America’s AI Demand Boom is Being Powered with Peter Sawicki (Mitsubishi Power Americas)
The AI boom has led to unprecedented demand for data centers in the US. With interconnection queues stretching for years, hyperscalers can no longer wait for traditional grid capacity to catch up. In this episode, Alex speaks with Peter Sawicki - Vice President of Business Development of Emerging Technologies at Mitsubishi Power Americas. They explore how the industry is pivoting to "bring your own power" solutions to bridge the gap. They discuss how manufacturers are pairing trailer-mounted gas turbines with battery storage to deliver the critical reliability that data centers require, along with the evolving role of gas in the transition, the technical reality of hydrogen-ready infrastructure, and why the immediate priority has shifted from decarbonization to pure deliverability.Key topics discussedWhy unprecedented load growth from AI and domestic offshoring has caught the power industry by surprise.How developers are bypassing long interconnection queues.Why pairing gas generation with battery storage is essential for managing the millisecond demand surges of large language models.What ‘hydrogen-ready’ actually mean for turbine technology and the future of long-duration seasonal storage.How the industry’s priority stack fundamentally shifted from long-term decarbonization goals to immediate speed to power.About our guest.Peter Sawicki is the leader of the Emerging Technologies group at Mitsubishi Power, a division of Mitsubishi Heavy Industries. A veteran of the power industry with 30 years of experience, Peter has spent the last 11 years at Mitsubishi. In his current role, Peter focuses on business development for "non-conventional" customers, specifically targeting hyperscalers, co-locators, and land developers navigating the massive data center build-out driven by the AI boom. You can find Peter on LinkedIn here About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Jan 15, 2026 • 51min
The art of origination: Offtake and risk in GB’s energy market with Josh Brown (SSE)
Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE’s own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Jan 15, 2026 • 51min
The art of origination: Offtake and risk in GB’s energy market with Josh Brown (SSE)
Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE’s own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.


