Modo Energy @ModoEnergy
The global standard for benchmarking and valuing electrification assets. modoenergy.com London, UK Joined March 2020-
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ERCOT’s next decade brings significant - but less than headline - demand growth. Our nodal forecast has peaks above 100 GW and avg demand above 70 GW by the early 2030s. Watch the full livestream to find out more about the ERCOT nodal forecast on the Modo Energy Terminal.
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Will the cost of RO and FiT schemes move to general taxation? Will the CfD design change again? Listen to Sulaiman Ilysa-Jarrett share his expertise and context from Government roles.
One of the topics touched on in our recent livestream on the State of Battery Energy Storage in ERCOT was the idea of Ancillary Service saturation. Over the course of our nodal forecast horizon, this is expected to continue, despite the potential for increased available…
🌞 Solar cannibalisation: when solar eats its own revenue. Check out the full article (for free) on the Modo Energy Terminal.
A few weeks ago, we hosted a livestream focused on the outlook for BESS in the NEM. We've added the recording alongside our key takeaways to the Modo Energy Terminal, as well as a link to the Q&A from the session. Thanks again to everyone who joined! Check out the key…
By 2026, at least 65% of battery revenues in ERCOT are forecast to come from energy arbitrage. AS is expected to decline to <5% over time. Watch this short to find out more!
The Nelson Review could reshape the NEM - but what does it mean for batteries? The draft report concluded that the NEM should keep its energy-only design, but adapt the rules for a system driven by renewables, storage, and demand flexibility. We've published our analysis of the…
ERCOT’s future = demand growth + shifting prices AI data centres, oil and gas electrification & solar+storage could transform the market. Want the full forecast? Reach out to the Modo Team for ERCOT nodal access.
If you'd like to hear more about how we can integrate Data Centre growth into power systems, check out this episode with Paul Manning 🔌⚡️
If you'd like to hear more about how we can integrate Data Centre growth into power systems, check out this episode with Paul Manning 🔌⚡️
McGee Young (Founder and CEO of WattCarbon) sat down to discuss with @scrimshireq how data streamlines carbon accounting and enables more meaningful climate action. Listen on any podcast app or the Modo Energy YouTube Channel!
Great to see our very own Pablo Martínez Serrano quoted in the FT last week, highlighting the need for storage in Spain. "What the government says in its road map is one thing", says Pablo Martínez, Iberia lead at Modo Energy, a data provider. "But the industry and the price…
Are battery costs still on the way down? 🪫 Listen to @edcporter and @AaronJRWade to find out. Listen on any podcast app or the Modo Energy YouTube Channel.
From our Global Livestream series 🌍⚡ We explored two key power market themes: ⏳ Time - rising renewable cannibalisation & need for storage 📍 Space - network bottlenecks as generation shifts
Modo Energy retweeted
What is the story of battery growth, and how do they now support power markets? The transition starts slowly and then moves very quickly.
Modo Energy retweeted
Solar and storage continue to crush wholesale prices (and now spreads) in CAISO, but RA contract prices keep increasing year-over-year. Interesting one to follow, especially with slice-of-day now playing into this. September/Q3 results will be especially interesting.
A snippet from our recent Global Livestream series. If you’d like to listen to the full livestream on Europe, ERCOT or Australia, they’re available on the Modo Terminal.
Thanks to everyone who attended our summer block party to talk wind, solar and batteries🔋☀️
Modo Energy retweeted
We already have the tools to decarbonise the grid. The challenge? Speed. In the latest @ModoEnergy Transmission podcast episode, our CEO @guynewey explores:
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