Modo Energy

Why is it so hard to build renewables in New York? This is the first film from Modo Energy Presents - our new documentary series, tackling the biggest global issues and trends facing the energy industry today.

SPP forecasts peak demand could double to 110 GW by 2035, driven by large load growth. This creates opportunities for project developers to support increasing customer demand.

Dutch TTF gas prices surged nearly 70% in 2 days this week as Iran-Qatar conflict disrupts 20% of global LNG flows. This could boost BESS revenues but threaten Europe's energy security.

Great Britain constraint costs reach £1.8bn in FY 2025/26, with Scottish wind curtailment costing £350m - highlighting the need for transmission upgrades to enable the energy transition.

“Una batería de 4 horas podría tener un de-rating factor de 60%. Es el momento del #almacenamiento en España. Pero por delante hay riesgos de desarrollo, regulatorios y de mercado” Pablo Martínez @ModoEnergy

NYISO Capacity Market: Solar’s Problem Full documentary on YouTube: Why NY is missing its renewable targets. At 8pm the sun is basically gone - so solar earns a fraction of capacity payments. What should count as “reliability” in 2026?

Gas generation remains central to Britain’s power system, but the declining cumulative generation data tells a story. In an era of LNG supply chain disruption and geopolitical risk, how we use those TWh will be critical for resilience and consumer costs.

Transmission Is the Real Bottleneck in New York Full documentary on YouTube: Why NY is missing its renewable targets. Transmission isn’t just engineering - it’s physics, money, and politics. What’s the fastest way to add capacity: lines, upgrades, or storage?

California's batteries earned $150/kW in 2025 75% came from utility contracts, not the wholesale market. Merchant revenues are down 36% since 2023. The contracted revenue floor is continuing to drive capacity buildout

Great Britain's 2026/27 T-1 Capacity Market auction is set to clear well below last year's £20/kW/yr, with 9.8 GW of qualified capacity against a 6.3 GW target, indicating oversupply and lower prices.

Why NYC Can’t Just “Replace” Gas Plants Full documentary on YouTube: Why NY is missing its renewable targets. Indian Point shut down, ~2,000 MW disappeared - and gas filled the gap. What would replace that reliably in NYC?

Why is it so hard to build renewables in New York?

UK's battery fleet offset £40mn in emissions in 2025, equivalent to 824,000 tonnes of CO2 - a 43% increase from 2024. This highlights batteries' growing role in decarbonizing the grid.

Fantastic episode with lots of reality checks Why Natural Gas Prices In The US Just Jumped 70% - esp the point that US LNG is not compatible with MAGA @ModoEnergy @EnergyFluxNews youtu.be/XVucsiGX6bo?si…

Billions raised, early stages on delivery: can alternative LDES close the gap?

50% of the BESS capacity that began operating in ERCOT in 2025 was built by companies entering the Texas battery market for the first time New entrants include: esVolta: 500 MW TotalEnergies: 455 MW Intersect Power: 321 MW SER Capital Partners: 314 MW Brookfield Renewables: 280 MW GridStor: 220 MW Eni New Energy: 205 MW Tokyo Gas America: 174 MW ...and more - totalling 3 GW Download the data here: modoenergy.com/research/en/er…

2025 was a record-breaking year for battery buildout in Great Britain! We saw 2 GW of rated power and 4.2 GWh of energy capacity come online, a mix of new batteries and the augmentation of existing systems. Total capacity reached 6.8 GW and 11GWh

Questions about how to leverage our FCA-regulated indices in your workflows? Contact @Ovais_Kashif or @edcporter — or drop a question below. Full details here: modoenergy.com/research/en/fc…

For investors deploying capital into battery storage, regulated benchmarks remove uncertainty. Efficient capital allocation with confidence in methodology integrity. No more "trust us" — now it's independently verified.

Modo Energy is now authorised and regulated by the Financial Conduct Authority. We're the only battery storage revenue benchmark provider with FCA authorisation. Here's what that means for BESS investors and asset owners 🧵 #BatteryStorage #EnergyTransition