Ed Porter

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​The first edition of the Modo Energy U.S. BESS Financing Report tracked 12 standalone BESS transactions in Q4 2025, totaling 2.7 GW, 9.8 GWh, and $1.9 billion in disclosed value.

https://modoenergy.com/research/en/us-bess-financing-report-q4-2025

Transmission podcast: Is UK Grid Reform Really Working? - Low Carbon

🎧 Transmission: The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring...

https://youtube.com/watch?v=F6Se9cCM8MY

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The PPE3 plan announced by Prime Minister Sébastien Lecornu ends three years of regulatory uncertainty. For developers and investors, it provides a framework to build on.

https://modoenergy.com/research/en/france-ppe3-nuclear-solar-bess-2026-nucleaire-solaire-renouvelables

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Just two years ago, the country had less than 100 MW of utility-scale storage—only a fraction of what the UK or Germany had already installed.

https://modoenergy.com/research/en/italy-buildout-report-bess-solar-macse-capacity-2026-2030

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​Winter Storm Fern defined battery revenues in January 2026. The late-month polar vortex triggered forced outages, price spikes, and the highest Day-Ahead arbitrage spread in the past 12-months.

https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues

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Dispatch compliance is central to the operation of the National Electricity Market (NEM).

https://modoenergy.com/research/en/australia-nem-non-conformance-battery-dispatch-coal-batteries

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​Winter Storm Fern hit MISO on January 23-26, 2026, bringing some of the coldest temperatures in decades to the Upper Midwest.

https://modoenergy.com/research/en/miso-winter-storm-fern-bess-prices

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Non-lithium long-duration storage technologies have attracted more than $6bn in funding over the past decade.

https://modoenergy.com/research/en/ldes-alternative-long-duration-gb-germany-caiso-ercot-vanadium-iron-air-zinc-caes-laes-thermal

We’ve had it buried in a few market performance pieces for batteries, but I’ll ask the team to make a more general piece that’s open to read.

Here, the effective load increases with battery charging. It's not a tight period, so the impact on pricing is quite limited, but interesting nonetheless.

Yes, but it's not huge from a pricing persective. You can see a slight year-to-year charging price increase. More interesting is the energy story...

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Australia’s extended January heatwave delivered the first meaningful revenue uplift for battery energy storage systems since mid-to-late 2025.

https://modoenergy.com/research/en/australia-nem-battery-energy-storage-revenues-january-2026-heat-wave

Like a starter pack? Or something else?

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Battery energy storage revenues in Great Britain increased by 9% to £52k/MW/year in January 2026, up from £48k/MW/year in December.

https://modoenergy.com/research/en/me-bess-gb-revenues-january-2026-balancing-mechanism-wholesale-prices-gas-carbon

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​Winter Storm Fern defined battery revenues in January 2026. The late-month polar vortex triggered forced outages, price spikes, and the highest Day-Ahead arbitrage spread in the past 12-months.

https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues

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​Winter Storm Fern drove high prices and volatility in New York. Late-January’s sudden drop in temperatures triggered price spikes across the state.

https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence

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​Winter Storm Fern defined battery revenues in January 2026. The late-month polar vortex triggered forced outages, price spikes, and the highest Day-Ahead arbitrage spread in the past 12-months.

https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues

Transmission podcast: Why Natural Gas Prices In The US Just Jumped 70% (Energy Flux)

🎧 Transmission: Gas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.

https://youtube.com/watch?v=XVucsiGX6bo

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Non-lithium long-duration storage technologies have attracted more than $6bn in funding over the past decade.

https://modoenergy.com/research/en/ldes-alternative-long-duration-gb-germany-caiso-ercot-vanadium-iron-air-zinc-caes-laes-thermal

Bar chart comparing power (MW) and energy capacity (MWh) across all CIS and LTESA tender rounds. LTESA Round 6 secured 1,171 MW and 11,980 MWh, entirely lithium-ion BESS.

Australia's LTESA Round 6 secured 1,171 MW / 11,980 MWh of long-duration battery storage — the largest volume ever awarded in a single tender. NSW is now on track to meet its legislated storage targets.

https://modoenergy.com/research/en/australia-nem-ltesa-round-6-meets-storage-targets

YouTube video by Modo Energy How can European battery manufacturers compete with China? with Lucie Kanius-Dujardin (NHOA)

European battery manufacturers competing with China?

Hear how NHOA get sites live and the ingredients that make this happen

youtube.com/watch?v=03GY...

YouTube video by Modo Energy The Digital Backbone of Energy Storage Optimization with Roger Hollies (Arenko)

Want to go behind the scenes of battery optimisation and hear about the last ten years of refining battery optimisation?

youtube.com/watch?v=2fm1...

YouTube video by Modo Energy Why Spain is Launching a New Voltage Control Market | Voltage Control Explained

Want to learn about Voltage Control in Spain?

youtube.com/watch?v=q2-G...

YouTube video by Modo Energy Building biodiversity and solar projects with Fran Button (British Solar Renewables)

What impact do solar parks have on wildlife and biodiversity?

youtube.com/shorts/HMa2d...

Inside the Nuclear Regulatory Task Force:

1) What can be done to accelerate nuclear deployment?

2) What is a fish protection system (aka Disco), and why was it so controversial?

3) Can the same large infrastructure systems handle the data centre growth?

Listen: youtu.be/sYprs_TJg-g?...

How can solar support farming?

More certainty and diversity of income, particularly given the tough farming conditions of recent years.

Do solar parks help wildlife?

Full episode: youtu.be/hwwo2PKhpnc?...

YouTube video by Roadnight Taylor #71 Battery Storage Market Realities with Ed Porter, Modo Energy

Enjoyed being a guest on Connectology - if you want to listen about battery growth in GB and worldwide, there should be some useful snippets:

We talk through GW blueprints, market maturity, relative subsidy, stability markers and system design

youtu.be/a1DsBW-xzdw?...

Cool chart showing how power prices react in Australia as BESS capacity runs out from the more limited duration of today's fleet.

Expect future fleets to target 4-6 hours to target that higher demand, to the detriment of those gas-run hours.

YouTube video by Modo Energy Trading the weather: Inside energy’s new derivatives market

How do you manage weather risks in today’s market? And how might that impact the growing battery market?

youtube.com/watch?v=T8dU...