

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

Jul 3, 2025 • 35min
Why inverters hold the key to a more resilient energy future with Daniel Duckwitz (SMA)
As we shift toward a net-zero power system, inverter-based resources are rapidly replacing traditional generators. But replicating the critical system services once provided by large rotating machines isn’t just about plugging in renewables - it’s about designing smarter, more stable infrastructure at the grid edge.
In this episode of Transmission, we dive into one of the most technically important, yet often overlooked, aspects of modern power systems: the role of inverters. Ed Porter is joined by Daniel Duckwitz, who leads SMA’s global grid stability portfolio, to unpack the differences between grid-forming and grid-following inverters and why that distinction matters more than ever.This episode covers:What grid-forming inverters actually do and why they’re crucial for system strength and inertia replacement.How grid-forming requirements differ across global markets, and where the industry is heading.The role of inverter controls in stabilising power systems with high renewables.What makes grid-following and grid-forming inverters technically distinct and what’s just marketing.Why transitioning to a 100% inverter-based grid is both possible and already underway.Whether you're an engineer working on battery integration, a policymaker shaping grid code, or just trying to understand how inverters affect system resilience, this conversation is packed with insight into one of the most transformative shifts in power system design.About our guestDr. Daniel Duckwitz is the Product Manager for Grid Services at SMA Solar Technology AG, where he leads the development of large-scale stability applications. His work focuses on optimizing battery energy storage systems (BESS) to provide critical grid services such as inertia, short-circuit current, and system restoration through advanced grid-forming technology.
For more information on what Daniel and SMA do, head to the website. https://www.sma.de/en/company/about-smaAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Jul 1, 2025 • 49min
Unlocking stranded renewables with Bitcoin and data centers with Brock Petersen (Satoshi Energy)
Brock Petersen, COO of Satoshi Energy, discusses how Bitcoin mining and data centers can help unlock stranded renewable energy. He explains the benefits of co-locating data centers with renewable assets, which enhances grid flexibility. The conversation covers the differences in energy demands between AI and Bitcoin operations, the rapid growth of Texas's power market, and innovative cooling strategies for energy efficiency. Petersen emphasizes the need for adaptive infrastructure to handle the evolving landscape of energy consumption.

Jul 1, 2025 • 49min
Unlocking stranded renewables with Bitcoin and data centers with Brock Petersen (Satoshi Energy)
As demand for electricity skyrockets, large flexible loads like data centers and Bitcoin miners are reshaping how – and where – energy infrastructure is built. But integrating these loads into a grid already under pressure requires a rethink of both project development and power market participation.
In this episode of Transmission, Quentin is joined by Brock Petersen, COO at Satoshi Energy, to unpack how digital infrastructure is co-locating with renewables – and why that could unlock new opportunities for grid flexibility and clean energy investment. From the load profiles of AI data centers to the geographic arbitrage of Bitcoin mining, this episode explores what these emerging industries mean for grid planning, transmission bottlenecks, and the economics of new build generation.
In this episode, you'll learn:How co-location unlocks stranded renewables: Why pairing flexible data center load with renewable assets helps monetize energy that would otherwise go unused.Bitcoin vs. AI load profiles: The key differences in cooling needs, flexibility, and infrastructure requirements.ERCOT’s load boom: What 135 GW of new load requests means for one of the world’s most dynamic power markets.The role of transmission and interconnection queues: How load-following strategies could help relieve pressure on grid infrastructure.What utilities and developers should know: Insights for navigating site selection, market design, and emerging opportunities in flexible load integration.About our guestBrock Petersen is the Chief Operating Officer of Satoshi Energy, a Houston-based energy technology company pioneering the integration of renewable energy with data center operations. Brock leads the company's strategy and execution, focusing on co-locating flexible data center loads with renewable energy assets.
Satoshi Energy has secured over 467 MW in contracted projects and is developing an additional 2,000 MW pipeline, aiming to enhance grid reliability and support sustainable energy investments.
For more information, check out their website.https://satoshienergy.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Jun 25, 2025 • 31min
Community batteries and distributed energy in Australia with Graeme Martin (Founder - Village Power)
Graeme Martin, Founder of Village Power, shares insights on the rise of community batteries in Australia. He discusses how these shared storage systems can enhance solar energy consumption and ease network strain. The conversation delves into the barriers to rollout, including regulatory challenges and the importance of consumer trust. Martin emphasizes how community engagement and innovative funding models can drive these initiatives. He also highlights the global implications of Australia's experiences in creating a more resilient energy system.

Jun 25, 2025 • 31min
Community batteries and distributed energy in Australia with Graeme Martin (Founder - Village Power)
Graeme Martin, Founder and Director of Village Power, shares insights on community batteries in Australia, aiming to enhance local energy storage and consumption. He discusses their role in maximizing rooftop solar efficiency and reducing grid strain. Key topics include the hurdles of regulatory complexities, the importance of customer trust, and innovative funding models. Martin emphasizes community engagement and collaboration as essential for successful projects, suggesting that these local solutions could pave the way for a resilient and inclusive energy future.

Jun 25, 2025 • 43min
Inside Alpiq’s Flexibility Strategy with Nadiya Vargola and Lukas Gresnigt (Alpiq)
Lukas Gresnigt, Head of International at Alpiq, and Nadiya Vargola, Head of BESS Business Development, dive into the evolving landscape of energy storage in Europe. They discuss how pumped hydro and batteries complement each other, highlighting their respective strengths. The duo reveals insights on adapting to solar energy's rise and the financial dynamics influencing long-term investments in flexibility. Discover how Alpiq is addressing market challenges, developing battery assets, and strategizing for a low-carbon future.

Jun 25, 2025 • 43min
Inside Alpiq’s Flexibility Strategy with Nadiya Vargola and Lukas Gresnigt (Alpiq)
Join Lukas Gresnigt, Alpiq's Head of International, and Nadiya Vargola, Head of BESS Business Development, as they navigate the fascinating world of energy storage. They discuss how pumped hydro and battery systems work hand-in-hand to enhance flexibility in Europe's evolving energy landscape. With insights into navigating cross-border market designs and adapting gas assets to accommodate solar surges, the duo shares strategies for overcoming challenges in storage project development and the future of clean energy in Europe.

Jun 24, 2025 • 37min
The data problem undermining carbon markets with McGee Young (Founder & CEO - WattCarbon)
McGee Young, Founder and CEO of WattCarbon, shares insights into the shortcomings of traditional carbon accounting, advocating for real-time, location-specific data. He discusses how granular metrics can enhance clean energy investment and the role of community-led decarbonization. Young also explores innovative strategies, like sleeved Virtual Power Purchase Agreements, to improve energy management. The conversation highlights the potential of AI in making data more accessible and empowering communities to tackle climate challenges collaboratively.

9 snips
Jun 23, 2025 • 37min
The data problem undermining carbon markets with McGee Young (Founder & CEO - WattCarbon)
Carbon accounting underpins nearly every climate commitment and energy market, but today’s system often misses the mark. Most reporting is based on annual averages and generic certificates, ignoring when and where emissions are actually avoided. That mismatch creates blind spots for investors, policymakers, and clean energy developers alike.In this episode of Transmission, Quentin sits down with McGee Young, Founder & CEO at WattCarbon to explore how more accurate, time- and location-specific carbon data could transform the way we value clean energy.From tracking real emissions impact to building virtual power plants at the community level, this is a conversation about making carbon accounting smarter, and climate action more meaningful.In this episode, you’ll learn:Why traditional carbon accounting is broken and how granular, real-time data can fix it.What time-stamped energy attributes are, and why they matter for valuing clean energy projects.How virtual power plants (VPPs) can unlock local flexibility, avoid expensive grid upgrades, and share value with communities.The case for ‘sleeved VPPs’, where large energy users fund local demand-side programs instead of building new capacity.How community-led decarbonisation could reshape climate finance and deliver impact from the ground up.About our guestMcGee Young is founder and CEO of WattCarbon, a US-based company building the first platform for real-time, time-based carbon accounting and community-scale decarbonisation. At WattCarbon, he is delivering visibility into hourly carbon intensity and enabling more transparent, impact-driven carbon markets for buildings and energy projects. For more information about WattCarbons mission, head to their website. https://www.wattcarbon.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Jun 23, 2025 • 31min
Why flexibility is key to decarbonising GB’s grid with Marzia Zafar (Deputy Director @ Ofgem)
As the UK works toward a fully decarbonised power system by 2035, one thing is clear: hitting climate targets will require a more flexible electricity system. But that flexibility won’t just come from utility-scale batteries or grid-scale innovation. It will need support from consumers, households, businesses, and communities that can shift, shape, and reduce their electricity use.In this episode of Transmission, Ed Porter is joined by Marzia Zafar, Deputy Director of Governance for Data & Digitalization at Ofgem, to explore why consumer flexibility is no longer just a nice-to-have, it’s now essential for grid stability, cost efficiency, and net-zero progress.We dig into the economics behind demand-side response, the role of price signals and digital infrastructure, and the policy decisions needed to unlock this potential at scale. Whether you’re a system operator, innovator, or just trying to understand what demand flexibility actually means, this conversation is packed with insight.In this episode you’ll learn:Why demand-side flexibility matters now more than ever, and how it supports both consumers and the system.The practical and policy steps needed to scale flexibility across millions of homes and businesses.How real-time price signals and automation can help shift consumer load and reduce system costs.The regulatory shift underway at Ofgem, and why this matters for innovators and aggregators.Why enabling consumer flexibility is a ‘no regrets’ decision for a decarbonised energy future.About our guestMarzia Zafar is Deputy Director of Strategy and Decarbonisation at Ofgem, the UK’s energy regulator. With nearly three decades of experience across policy, utilities, and innovation, Marzia has worked on both sides of the Atlantic to design regulatory frameworks that support the clean energy transition. At Ofgem, she plays a leading role in shaping strategy around consumer flexibility, digitalisation, and system planning ensuring that market design keeps pace with the evolving needs of a net-zero grid. For more information on Ofgem - head to their website.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.