Transmission

In our digital age of cloud-driven services, it can be easy to forget the vast amount of physical infrastructure required to build it, power it and keep it all online. The world needs materials, and we are only going to need more if we want to reach net zero, so what is the current state of supply chains, and how are economies across the globe taking on the challenges?

In today’s episode, Quentin is joined by Richard Tite, Chief Investment Officer at TechMet and Ed Conway, Author and Broadcaster join Quentin for a look into the hugely intertwined web of industries that often go under the radar in in this for a holistic view of material supply chains. Over the course of the conversation, they discuss:

• Drivers behind the changes being witnessed in the world's economy.
• The differences in attitude and approach to supply chains across the globe and how these might change in the future.
• Where we are seeing bottlenecks in the current supply chain process.
• Insight into the processing process of battery materials and the scale necessary to achieve targets.
• The solutions needed to meet the raw material requirements to electrify the world.

Mentioned in the episode

Material World by Ed Conway

About our guests

Richard Tite - Chief Investment Officer at TechMet. TechMet is focused on the raw material supply chain of the energy transition, specifically lithium, nickel, cobalt, rare earths, tin, and vanadium. TechMet is a permanent capital vehicle investing across the whole technology metal value chain, and together with Mercuria, have created TechMet-Mercuria - a physical commodity trading platform focused on the battery metal and recycling supply chain. To find out more about TechMet, visit their website. Or connect with Richard on LinkedIn.

Ed Conway - is an author and broadcaster. He is the Economics and Data Editor of Sky News and a regular columnist for The Times and Sunday Times. His latest book , Material World, covers ‘the six most crucial substances in human history, that took us from the Dark Ages to the present day’.

To find out more about Ed’s work - visit his website or follow him on LinkedIn.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Traditionally required by high-demand consumers such as data centres or metal industries, power purchase agreements, or PPAs are used to secure an energy price over an agreed timeframe.

But times are changing, and different types of businesses need PPAs. What does the market look like for these agreements in the future?

In this episode, Quentin is joined by Luca Pedretti, COO and Co-Founder of Pexapark. Over the course of the conversation, they discuss:

• What is a power purchase agreement and how do they work?
• Pexapark’s vision and the problems they are trying to solve.

• A look at emerging trends and changes happening to PPAs.
• The rise in shorter contracts and how this will open up the capacity able to be traded through PPAs.
• Luca’s contrarian views, from base load PPAs to shale gas.

About our guest

Pexapark have supported over 25 GW of PPA transactions in Europe and the United States. Providing a solution for renewable energy investors and operators with tools that would support the entire process. For more information on what Pexapark do, head to their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Last year, Quentin and Alex sat down to share their thoughts on what might be in store for 2023. This year Wendel Hortop - Market Lead at Modo Energy joins Quentin to reflect on the predictions made last year and share some new ones for 2024.

Over the course of the conversation, Quentin and Wendel discuss:

• A look at the buildout and deployment of BESS assets over the past year.
• Upcoming changes from the ESO set to affect batteries in 2024.
• The potential for a boom in the demand flexibility service.
• Possible industry wide changes - could we see consolidation across the sector?
• and much, much more.

Related episodes

Predictions for 2023 with Quentin and Alex

The deal with Demand Flexibility Service with Kieron Stopforth

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

The Electric Reliability Council of Texas or (ERCOT) oversees the flow of electric power to the majority of Texas. Handling over 90% of the states electric load - there is a lot that goes on behind the scenes, and what is it like when things don’t go to plan.

In this episode, Quentin sits down with Modo Energy’s ERCOT Market Lead - Brandt Vermillion. Over the course of the conversation, they discuss:

• The differences between an ISO and RTO - and which one ERCOT falls into?
• Common and irresolvable constraints which the system faces.
• Storm Uri from the control room perspective and how it sparked change in buildout and deployment
• The current state of battery buildout in ERCOT
• What next for batteries, with the face of looming saturation of Ancillary Services

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Having access to the information of your asset is vital when it comes to making operational decisions. With the correct data, it can significantly increase the profitability and lifespan of a battery. But how do you access this and turn the raw data into something usable and useful.

In this episode, Quentin talks to Stephan Rohr, Founder and Co-CEO of TWAICE. Over the course of the conversation they discuss:

• The types of data needed to build a battery analytics platform.
• What the right data can show about an asset throughout its operations and where improvements can be made.
• State of charge parameters and how data can help get the most out of your asset whilst staying within safety limits.
• Why removing the barriers in order to access the information between different parties paramount.

• And much, much more.

About our guest

TWAICE are a battery software platform company, providing impactful, data-driven decisions using reliable insights from their AI-supported battery analytics platform allowing owners to speed up development by simulating battery behavior, eliminate risks with in-depth health, safety & warranty data and improve profitability, operations & lifetime.

For more information on what they do, visit their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Having access to the information of your asset is vital when it comes to making operational decisions. With the correct data, it can significantly increase the profitability and lifespan of a battery. But how do you access this and turn the raw data into something usable and useful.

In this episode, Quentin talks to Stephan Rohr, Founder and Co-CEO of TWAICE. Over the course of the conversation they discuss:

• The types of data needed to build a battery analytics platform.
• What the right data can show about an asset throughout its operations and where improvements can be made.
• State of charge parameters and how data can help get the most out of your asset whilst staying within safety limits.
• Why removing the barriers in order to access the information between different parties paramount.

• And much, much more.

About our guest

TWAICE are a battery software platform company, providing impactful, data-driven decisions using reliable insights from their AI-supported battery analytics platform allowing owners to speed up development by simulating battery behavior, eliminate risks with in-depth health, safety & warranty data and improve profitability, operations & lifetime.

For more information on what they do, visit their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Ever wanted to be able to own your own renewable energy asset?Community energy projects don’t necessarily have to be small-capacity microgrids in remote locations or initiatives exclusively available to homeowners who are able to install behind-the-meter assets. Giving individuals the opportunity to come together and own part of a wind farm or solar park is Ripple Energy’s mission.

In today’s episode, Quentin is joined by Sarah Merrick, Founder and CEO of Ripple Energy. Over the course of the conversation, they discuss:

• Sarah’s background and what led her to founding Ripple Energy.
• How Ripple works and what the team are doing to make it accessible to the widest amount of people, as well as the benefits for suppliers.
• What needs to happen to accelerate bigger projects to give individuals as much benefit from renewables as large corporations.
• Why community is at the center of everything Ripple are doing to bring energy to life for all communities.
• The projects Ripple have delivered to date, and upcoming ventures to keep an eye on.

About our guest

With the vision of making clean energy ownership affordable and accessible for everyone, everywhere - Ripple Energy enables individuals to part-own a wind farm or solar park alongside thousands of others, allowing. direct access to the UK's cheapest source of electricity. To findout more about what Ripple Energy do, or how to get involved - visit their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

In world of renewable energy certification, it can be hard to know if the energy you pay for is truly green. Good Energy is striving to change that, by providing 100% renewable electricity, playing a part in the mission to change the way REGOs are bought and sold and even paying customers for the power they generate.

In today’s episode, guest host Ed Porter is joined by Director of Sales and Origination at Good Energy, Tom Parsons. Over the course of the conversation, they discuss:

• An introduction to Good Energy and it’s mission to provide 100% true renewable energy.
• REGO certificates and how Good Energy are pushing the boundaries of renewable certification matching.
• The opportunity avenues for customers to decarbonize their portfolio.
• How Good Energy’s Solar Savings initiative is enabling customers to be paid for their excess generation

Mentioned in episode

Podcast - Granular Green Energy with Toby Ferenczi

About our guest

With nearly 25 years of experience, Good Energy is helping customers fight climate change by providing 100% renewable power, solar panel installation, heat pumps and more. Whether it's buying renewable power or helping to generate it, Good Energy’s goal is to provide genuinely green power. For more information on what they do, head to their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Providing long duration and the ability to run long term with no degradation and zero fire risks, vanadium flow batteries have characteristics that place them in a unique position in the storage lineup.

In today's episode, guest host Tim Overton, CPO at Modo Energy, sits down to talk to Matt Harper, CCO at Invinity Energy Systems. Over the course of the conversation, they discuss:

• Vanadium flow batteries - how they work, and how they differ from other cell chemistries.
• The position of vanadium flow batteries in the market.
• How the development of technology is the driver in shaping markets.
• A look at some of the projects Invinity has recently worked on.
• The challenges that come with building increasingly larger assets.

About our guest

Invinity envisions a world powered by abundant clean electricity. Founded to build utility-grade energy storage that delivers renewable power on demand, Invinity Energy Systems was created through the 2020 merger of two leading flow battery providers: redT Energy and Avalon Battery. With a global presence, Invinity are able to partner with utilities, developers, engineering firms and businesses to address their energy storage needs. For more information on what they do, head to their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

Demand side response provides huge support in balancing Britain's electricity system. Flexitricity have been instrumental in shaping the service over the last two decades.

Alastair Martin, Chief Strategy Officer at Flexitricity has seen monumental changes in the markets over his career and in this episode, Quentin and Alastair discuss:

• The history of demand side response and Flexitricity’s part in it.
• How Flexitricity are using grid-scale storage in their strategy.
• Mandatory Frequency Response and potential issues it causes for batteries wanting to enter the service.
• How being a Virtual Lead Party has changed the way balancing services work.
• Alastair’s thoughts for the future of the markets.

Mentioned in the episode

Asset Spotlight: Larport farm

Flexitricity Outlines Wish List For 2022 As The UK Builds Momentum Towards Its Net Zero Targets - by Alastair Martin

About our guest

Flexitricity are pioneers of demand side response, helping to reduce emissions, secure energy supplies, generate revenue for their customers and help all consumers across Britain to save money by providing a wide range of services. For more information about what they do, head over to their website.

About Modo Energy

Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.

Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.

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. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.