Ed Porter
@edporter.bsky.social
1.4K followers 1.2K following 340 posts
All things energy transition and batteries. Occasional host on the Transmission podcast. Longer reads on LI, video on YouTube and both on Modo Energy’s terminal.
Posts Media Videos Starter Packs
Pinned
edporter.bsky.social
If you’d like to keep in the loop on the latest news, research articles and battery storage indices from Modo Energy.

Sign up to the Weekly Dispatch across US, Australia and Europe.

Link share-eu1.hsforms.com/1kDKOqrBjTpG...
edporter.bsky.social
How does liquidity pick up in Intraday markets, looking at Germany?

Slide from the recent German Livestream - which you can get here.

www.youtube.com/watch?v=drhd...
edporter.bsky.social
Very clear demonstration of cannibalisation of frequency response revenues as batteries push out any legacy technology from these markets.
edporter.bsky.social
If you'd like to understand how batteries could work alongside gas and hydro in Spain, check out the latest Modo Energy livestream on BESS in Spain.

www.youtube.com/watch?v=g0nR...
edporter.bsky.social
Fun sawtooth trading in 15-min day ahead market in Germany

I don’t expect it to stay as trading patterns evolve and generators pick up additional 15-min blocks or buy back lower end of period volume.

Source: modoenergy.com/research/ger...
edporter.bsky.social
Projects with formal filings in Spain’s BOE (official government statement), such as grid connection requests or environmental assessments.
edporter.bsky.social
What does Spain’s battery storage buildout look like?

By 2029, the country could host up to 5 GW of installed battery capacity.
edporter.bsky.social
Germany’s intraday market is the deepest and most volatile in Europe. More than a million trades clear daily, with 96 delivery windows open and prices swinging within minutes.

For batteries, this is where speed and flexibility deliver exceptional returns.

Chart from the Weekly Dispatch
edporter.bsky.social
A timely reminder of the growth in battery storage and how it is now competing at longer durations.

Check out the full episode to hear how groups like Field are bringing these battery projects to life.

Full source: youtu.be/v-1E24Uf2-4?...
edporter.bsky.social
Which storage technologies have passed through to the next round of Ofgem’s Long Duration “Cap and Floor” auction?

Hard to see anything other than variants of lithium dominating at 8 hours.

Source: modoenergy.com/research/gb-...
edporter.bsky.social
We start tracking from above 6MW, so there are a few in the sub 100MW size that aren’t in the BM. Over 100MW, you have to be in the BM.
edporter.bsky.social
It’s a few GW more than that as this is only the batteries registered in the Balancing Mechanism. So it’s more like 6GW today

youtu.be/OtAUP14bhWA?...
Buildout on Track for Record Breaking Year | Q2 2025 GB BESS Buildout Report
YouTube video by Modo Energy
youtu.be
edporter.bsky.social
In Great Britain, battery availability is high.

95% of batteries are available in any half-hour.

For more details, you'd need to be signed up to the Weekly Dispatch.
edporter.bsky.social
What will low-carbon energy systems cost? And how does that compare to today?

Key to this is whether areas are sun or wind-dominated and the associated balancing required.

@etc-energy.bsky.social

Here's the full episode here: youtu.be/X7ti6w6_0sg?...
edporter.bsky.social
Definitely prefer generators holding more risk on volume and not being paid in constraints. I think this enables these large utilities to push for better siting / timing of work rather than leaving this with a central process.

Show me the incentives and I'll show you the outcome
edporter.bsky.social
They also procure RE CfDs, so hold the risk in the sense of a fixed price. Importantly, renewable generators don’t pass over the risk on curtailment, that stays with generators (unlike GB CfDs)
edporter.bsky.social
Italy’s upcoming MACSE auction concentrates 10 GWh of storage procurement in the south and islands.

Why focus there?

- High renewable penetration
- Weak interconnection
- Acute flexibility needs

By targeting capacity where stress is highest, this ensures storage delivers the greatest impact.
edporter.bsky.social
Want to hear about the future of intelligent demand?

And the holy trinity:

1) EVs (and charge points)
2) Heat pumps
3) Solar and batteries

Alex from @octopus.energy outlines the future.

Source: www.youtube.com/watch?v=z5tQ...
edporter.bsky.social
Unpacking PJM’s Interconnection Reform and the Transition Period Buildout...

With grid connection times rising, PJM has taken action to target connection queues of under 2 years.

Potentially enabling 9-13 GW of BESS in PJM by 2032.

Source: modoenergy.com/research/pjm...
edporter.bsky.social
How are batteries growing into Germany’s Automatic Frequency Restoration Reserve (aFRR) market?

Still more work to do to displace carbon-emitting plants.

A similar story to many transitioning power markets.

Full source: modoenergy.com/research/ger...
edporter.bsky.social
Looking at the NEM in Australia, over 1.5GW of grid-forming assets are operational - a figure that will continue to grow.

Source: modoenergy.com/research/aus...
modoenergy.com