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
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.
5 snips
Sep 24, 2025 • 55min
Reinventing Venture Capital for the Energy Transition with Evan Caron (Montauk Climate)
Evan Caron, founder and CEO of Montauk Climate, shares his expertise as an entrepreneur in the energy sector. He discusses the transformative 'electron economy' and why traditional venture capital models struggle with energy complexities. Evan reveals how Montauk Capital's innovative incubator approach builds companies from the ground up and highlights examples like Adaptive Insurance and GridFree. He also addresses infrastructure challenges and advocates for pragmatic solutions in emissions reduction, including cleaner coal technology.
Sep 23, 2025 • 55min
Reinventing Venture Capital for the Energy Transition with Evan Caron (Montauk Climate)
Evan Caron, the visionary founder and CEO of Montauk Capital, dives into the innovative realm of the 'electron economy.' He discusses how traditional venture models fall short in the complex energy sector and introduces Montauk's unique reverse incubator approach. Evan highlights the importance of skilled teams in scaling climate solutions and delves into his contrarian view of making coal cleaner through emissions cleanup. He also explores the impact of intelligent data centers on grid flexibility and market dynamics.
Sep 18, 2025 • 42min
How To Balance Global Energy Systems with Elena Pravettoni and Phoebe O'Hara (Systemiq)
Elena Paravettoni and Phoebe O'Hara from the Energy Transitions Commission dive deep into clean electrification and power systems transformation. They explore the differences between sunbelt and windbelt resources, highlighting the cost implications for energy generation. The duo discusses the economics of long-distance interconnectors and their potential to deliver low-cost power, while also examining backup options for energy reliability. They emphasize essential policy enablers and demand-side flexibility, making the case for innovative approaches in the energy sector.
Sep 18, 2025 • 42min
How To Balance Global Energy Systems with Elena Pravettoni and Phoebe O'Hara (Systemiq)
Elena Paravettoni, Head of Analysis at the Energy Transitions Commission, and Phoebe O'Hara, Head of Clean Power, dive into the future of energy. They discuss the clean electrification thesis and the findings from their Power Systems Transformation report. The contrast between Sunbelts and Windbelts reveals interesting cost implications for energy resources. They address the complexities of balancing power needs with storage solutions and explore long-distance interconnection potential, emphasizing the significance of policy and technology for a sustainable future.
Sep 16, 2025 • 37min
Intelligent Demand: How Consumers Can Support The Grid with Alex Schoch (Octopus Energy)
Discover how consumer-driven flexibility is essential for a sustainable energy future. Learn about the shift from traditional grids to decentralized models that empower users. Electric vehicles can play a pivotal role in smart energy management, turning everyday appliances into tools for energy savings. Explore the groundbreaking Hornsdale project and its influence on energy storage innovation. With the right policies and technology, consumers can significantly reduce their energy bills while supporting a cleaner grid.
Sep 16, 2025 • 37min
Intelligent Demand: How Consumers Can Support The Grid with Alex Schoch (Octopus Energy)
Join Alex Schoch, VP of Flexibility and Electrification at Octopus Energy, as he explores the vital role of intelligent demand in our energy future. Delve into how transforming consumer behavior can alleviate strains on the grid, particularly with the rise of electric vehicles and smart tariffs. Learn about innovative strategies that empower households to manage energy costs while embracing renewable technologies. Alex also highlights the potential of data-driven solutions to optimize energy use and promote a decentralized, sustainable energy future.
