Transmission
Modo Energy
Transmission is the weekly podcast from Modo Energy, the global standard for benchmarking and valuing electrification assets. Each episode, we sit down with the sharpest minds in energy, finance, climate, and technology - to unpack the forces reshaping our power systems. From market design and trading strategies to emerging technologies and investment flows, Transmission explores how innovation and capital are colliding to accelerate the shift toward a net-zero world. Guests range from founders and policymakers to traders, engineers, and investors - the people actually building the future of energy and electrification. If you want to understand how renewables, energy storage, and markets fit together - and what it means for business, climate, and society - Transmission is your guide to the clean energy economy. Want all the latest power market news, analysis, price indices, and video content from your region - delivered to your inbox, every week? Head to modoenergy.com to sign up for our free Weekly Dispatch newsletter.
Episodes
Mentioned books
Oct 9, 2025 • 45min
Carbon credits and the fight for transparency with Tommy Ricketts (BeZero Carbon)
Tommy Ricketts, co-founder and CEO of BeZero Carbon, dives into the complexities of carbon markets. He discusses the challenge of proving the effectiveness of carbon credits, emphasizing the need for transparent ratings to build trust. Ricketts explains how ecological science translates to financial risk assessments and why rigor is essential for project quality. He also addresses concerns around greenwashing and the importance of governance in maintaining credibility. Ultimately, he advocates for transparency to ensure voluntary markets can scale effectively.
Oct 9, 2025 • 45min
Carbon credits and the fight for transparency with Tommy Ricketts (BeZero Carbon)
Tommy Ricketts, co-founder and CEO of BeZero Carbon, unpacks the intricacies of carbon markets. He highlights the fundamental challenge of proving the impact of carbon credits and advocates for rigorous rating systems to enhance transparency and trust. Tommy argues that viewing carbon credits as probabilistic risk instruments can better inform buyers and address market failures. He also shares insights on the lifecycle of carbon projects, the differences between voluntary and compliance markets, and his views on governance in carbon ratings.
Oct 7, 2025 • 38min
California’s biggest clean energy bottleneck with Ali Chehrehsaz (TerraVerde Energy)
Ali Chehrehsaz, CEO of TerraVerde Energy, has over 15 years of experience guiding California's public agencies toward clean energy solutions. In this discussion, he reveals how interconnection delays are the biggest bottleneck for solar and storage projects. Ali emphasizes the potential of microgrids to enhance resilience and save costs for essential services like schools and water districts. He advocates for clearer regulatory processes and innovative approaches to tackle mounting energy challenges, pushing for a future focused on efficiency and electrification.
Oct 7, 2025 • 38min
California’s biggest clean energy bottleneck with Ali Chehrehsaz (TerraVerde Energy)
Ali Chehrehsaz, CEO of TerraVerde Energy, has dedicated over 15 years to helping California’s public agencies enhance their energy systems. In this conversation, he highlights interconnection as the major bottleneck hindering solar and storage deployment. He discusses how microgrids can empower schools and cities while cutting costs. Ali emphasizes the need for clearer regulations and explains innovative approaches like utilizing waste methane. His insights stress the importance of transforming ambition into action for a more resilient energy future.
Oct 1, 2025 • 35min
Why the ISP Puts Batteries at the Heart of the NEM with Alex Wonhas (AMPYR)
In this discussion, Alex Wonhas, CEO of Ampyr Australia and former AEMO system design lead, shares insights on Australia's renewable energy landscape. He highlights the Bulabul One project as a game-changer in battery storage. Alex emphasizes the critical role of the Integrated System Plan in integrating renewables and discusses innovative equity-sharing with First Nations communities. He also explores the need for more batteries due to rising solar deployment and the potential for grid-forming technologies to enhance overall system resilience.
Oct 1, 2025 • 35min
Why the ISP Puts Batteries at the Heart of the NEM with Alex Wonhas (AMPYR)
Alex Wonhas, CEO of Ampyr Australia and a leader in energy engineering, discusses the groundbreaking Boolable One project, a 300MW/600MWh battery setting new standards for storage in Australia's energy grid. He highlights the importance of the Integrated System Plan in making storage central to renewables and discusses innovative equity-sharing initiatives with First Nations communities. The conversation also delves into the potential of grid-forming technology and how batteries can alleviate transmission delays, paving the way for a fair and efficient energy transition.
Sep 30, 2025 • 43min
What sustainable investing looks like in practice with Shanu Mathew (Lazard Asset Management)
Shanu Matthew, Senior VP at Lazard Asset Management, specializes in sustainable equity investing. He reveals Lazard's unique stock selection process, blending financial metrics with a sustainability scorecard. Shanu discusses the financial performance of transition stocks and the massive scale of AI-driven data center investments, including hyperscaler capital expenditures. He explores creative power solutions and the geographical nuances of data center growth, while emphasizing the critical role of batteries in future energy solutions.
Sep 30, 2025 • 43min
What sustainable investing looks like in practice with Shanu Mathew (Lazard Asset Management)
Shanu Matthew, Senior VP at Lazard Asset Management, shares insights on sustainable investing focused on the energy transition. He discusses the four pillars of sustainability and how stocks are selected using a unique sustainability scorecard. Shanu highlights the surge in AI-driven investments in data centers, the challenges of rapid demand vs. utility planning, and creative solutions developers are exploring. He emphasizes the importance of monitoring industry signals for investors and argues for the critical role of storage in managing AI workloads.
Sep 25, 2025 • 43min
How Energy Storage Gets Built with Bex Sherwood (Field)
Bex Sherwood, Head of Development at Field and chair of Regen’s Planning Working Group, dives into the intricate world of grid-scale battery storage. She explains how projects evolve from initial planning through to operation, emphasizing the critical role of connections reform and the impact of Clean Power 2030. Bex also highlights the challenges in land acquisition, the importance of workforce diversity in STEM, and Field's innovative in-house optimization platform. Tune in for insights on aligning energy storage with community needs and the future of sustainable energy.
Sep 25, 2025 • 43min
How Energy Storage Gets Built with Bex Sherwood (Field)
Bex Sherwood, Head of Development at Field and chair of Regen’s Planning Working Group, shares her expertise in grid-scale battery storage. She discusses the journey of battery projects from conception to operation and the vital role of connections reform and Clean Power 2030 in this process. Bex also highlights the evolution of Field from developer to operator, the importance of community engagement, and the need for more diversity in STEM fields. She emphasizes the challenges and opportunities facing the battery storage industry today.
