Modo Energy

The global standard for benchmarking and valuing electrification assets.

[Ed Porter @edcporter]

Italy's 2026 MACSE auction targets 16 GWh, up from 10 GWh in 2025. South and Calabria cleared its 7 GWh 2025 cap and gets 11.5 GWh next round. Sicily's mandatory floor doubles to 1 GWh. Auction format unchanged. Reserve premium still pending from ARERA.

[Ed Porter @edcporter]

If you’re keen on ERCOT or how batteries are being used in one of the most advanced battery networks worldwide - follow Brandt ⬇️

[Ed Porter @edcporter]

GB batteries saved consumers £188 million since December 2024. £141 million from wholesale price suppression, £47 million from balancing services. March 2026 showed constraints at work: reversed bids cost £3.3m but net monthly savings still hit £2.3m.

[Ed Porter @edcporter]

Chris Stark joins me to talk through Clean Power 2030 and Mission Control - if you want to hear what's happening at the centre of Government's energy ambitions, this is one to tune into.

Link below.

[Ed Porter @edcporter]

Germany's TSOs propose a schedule freeze for batteries, blocking trading changes hours before delivery. Modo Energy models a 92% intraday revenue hit if batteries lose all continuous intraday access.

[Ed Porter @edcporter]

🎧 Transmission: Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet.

https://t.co/GbV94d4dl1

[arne ness @arne__ness]

also at grid scale, and in particular PJM, projected large load growth is almost entirely data centers. i'm just not sure why we're pretending otherwise. weird disconnect, as PJM is quite open about this being the major driver requiring a fundamental overhaul

[Modo Energy @ModoEnergy]

Modo Energy, where you work.

Ko MCP connects our regulated global indices and full research library to Claude, Cursor, and any MCP-compatible tool.

Build benchmarking reports, draft IC memos, ground market-entry decks in our research.

Read more here: https://t.co/dEohN2ipse

[Ed Porter @edcporter]

MISO Indiana Hub real-time spreads hit $269/MW-day in April, up 46% year over year. April 15: wind collapsed to 7 GW during evening ramp. Real-time prices spiked to $608/MWh while day-ahead averaged $47. Battery dispatch timing: $50/MWh day-ahead, $600+ real-time.

[Modo Energy @ModoEnergy]

Data centres in Scotland are getting government subsidies. Your heat pump isn't. 🏴󠁧󠁢󠁳󠁣󠁴󠁿⚡

In Texas, locational pricing naturally draws data centres to cheap, wind-rich areas. In the UK, that market signal doesn't exist so the government is stepping in with the AI Growth Programme to incentivise data centres to locate in Scotland.

Meanwhile, Scottish households don't recieve the same treatment. It's a fair question: why not?

Watch the full video out now on the Modo Energy YouTube channel.

#ZonalPricing #DataCentres #AIGrowthProgramme #UKGrid #EnergyPolicy #ScotlandEnergy #WindCurtailment #EnergyMarkets #GridConstraints #CleanEnergy #NetZero #RenewableEnergy #EnergyPrice #UKEnergy #EnergyTransition

[Ed Porter @edcporter]

NEM batteries set the evening peak price in 46% of intervals in March 2026, up from 16% a year earlier. The 3.6 GW added in 2025, especially the late-year wave, now bids actively into peak windows rather than waiting for spikes. That shifts the price-setting mechanics entirely.

[Modo Energy @ModoEnergy]

Zonal pricing looks much like national pricing, until there's a grid constraint.

Then prices split by location with higher prices below the constraint and cheaper above.

The UK's "reformed national pricing" could shape up to carry zonal pricing's DNA anyway.

Scotland's got the wind. Prices could follow. Watch the full video out now on YouTube. #ZonalPricing #UKGrid #EnergyPolicy

[Modo Energy @ModoEnergy]

Scotland has the wind. But grid constraints at the border mean that wind farms in Scotland are often ordered to turn off.

8GW of HVDC cables are being built under the North Sea to close that gap — EGL 1&2 will go live in 2029, and EGL 3&4 live 2033.

Until then the network will still face high constraints and high costs. Watch the full video out now on YouTube

#EasternGreenLink #UKGrid #WindCurtailment

[Ed Porter @edcporter]

What's the story for solar and battery storage deployment in Spain?

[Modo Energy @ModoEnergy]

Batteries are already cheaper than gas in short-term flexibility markets, but that doesn't mean building more of them is always the right answer.

As more batteries enter the market, the revenues that made early projects attractive get squeezed.

Too much of any single technology creates its own problems. Good grid planning isn't about deploying the cheapest option at scale.

It's about finding the right combination. Enough storage, enough transmission, enough backup generation - so that each asset is actually being used well.

Getting that balance wrong has real costs, in either direction.

We answer your top questions from our recent documentary on wind curtailment in Great Britain. Full video out now on YouTube

#BESS #PowerSystems #FlexibilityMarkets

[Modo Energy @ModoEnergy]

Pumped hydro needs a hill, a lake, and years to build. The UK has four main stations.

Lithium-ion batteries need none of that and they're now competitive on 8–12hr energy storage at lower cost.

We answer your top questions from our recent documentary on wind curtailment in Great Britain. Watch on YouTube

#BESS #BatteryStorage #EnergyStorage

[Ed Porter @edcporter]

Modo Energy had plenty of follow-up questions to the GB wind curtailment documentary... so, here are a few of your questions, answered.

[Modo Energy @ModoEnergy]

Britain curtails 30–40% of Scotland's wind output every year. So what are the solutions?

There are three possible routes:

build more transmission (slow, and each fix shifts the bottleneck south),

deploy more storage and flexibility (batteries on both sides of a constraint), or reform the market with locational pricing.

Each route has trade-offs. Watch the video on YouTube for the full picture.

#WindCurtailment #UKEnergy #EnergyStorage

[Modo Energy @ModoEnergy]

Wind farms switched off. Gas plants switched on. A £1.4bn annual bill landing with consumers.

The instinct is to blame renewables. But the problem is infrastructure, not generation.

Britain doesn't have the transmission capacity to move Scottish wind power to where demand actually is.

Watch the full video - out now on YouTube

#WindCurtailment #UKEnergy #GridInfrastructure

[Modo Energy @ModoEnergy]

A grid constraint isn't a malfunction. It's physics.

Push more power through a transmission line than it can carry and you break it.

So when Scottish wind farms generate more electricity than the wires south can handle, those turbines get told to stop.

Full story in on the Modo Energy YouTube channel

#WindCurtailment #UKEnergy #GridConstraints