Ed Porter
@edporter.bsky.social
Solar, wind, batteries and the energy transition.
European host for Transmission.
Head to Modo Energy's Terminal for more info.
European host for Transmission.
Head to Modo Energy's Terminal for more info.
ERCOT battery revenues plunged to $29.4/kW in 2025, half of 2024 levels, due to lack of extreme weather and saturation of ancillary services. This challenges investor projections.
https://modoenergy.com/research/en/why-were-ercot-battery-revenues-so-low-in-2025-weather-energy-arbitrage-builodout
https://modoenergy.com/research/en/why-were-ercot-battery-revenues-so-low-in-2025-weather-energy-arbitrage-builodout
February 17, 2026 at 7:42 PM
ERCOT battery revenues plunged to $29.4/kW in 2025, half of 2024 levels, due to lack of extreme weather and saturation of ancillary services. This challenges investor projections.
https://modoenergy.com/research/en/why-were-ercot-battery-revenues-so-low-in-2025-weather-energy-arbitrage-builodout
https://modoenergy.com/research/en/why-were-ercot-battery-revenues-so-low-in-2025-weather-energy-arbitrage-builodout
California power price spreads to rise to $240-270/MWh by 2030, then decline to $90-100/MWh by 2050 as renewables and batteries replace aging gas plants.
https://modoenergy.com/research/en/caiso-market-outlook-february-2026-california-power-price-spread
https://modoenergy.com/research/en/caiso-market-outlook-february-2026-california-power-price-spread
February 16, 2026 at 7:21 PM
California power price spreads to rise to $240-270/MWh by 2030, then decline to $90-100/MWh by 2050 as renewables and batteries replace aging gas plants.
https://modoenergy.com/research/en/caiso-market-outlook-february-2026-california-power-price-spread
https://modoenergy.com/research/en/caiso-market-outlook-february-2026-california-power-price-spread
WA's draft Benchmark Reserve Capacity Price for 2028/29 has jumped 36% to $491,700/MW/year, but forecasted surplus capacity could lower the actual price to $422,372/MW/year.
https://modoenergy.com/research/en/australia-wem-draft-benchmark-capacity-price-rises-36-percent
https://modoenergy.com/research/en/australia-wem-draft-benchmark-capacity-price-rises-36-percent
February 15, 2026 at 5:54 PM
WA's draft Benchmark Reserve Capacity Price for 2028/29 has jumped 36% to $491,700/MW/year, but forecasted surplus capacity could lower the actual price to $422,372/MW/year.
https://modoenergy.com/research/en/australia-wem-draft-benchmark-capacity-price-rises-36-percent
https://modoenergy.com/research/en/australia-wem-draft-benchmark-capacity-price-rises-36-percent
Winter Storm Fern in NY drove up reference prices 74-90% YoY, narrowing the gap between upstate and downstate zones, as spinning reserve prices spiked to $228/MWh on Jan 24.
https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence
https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence
February 14, 2026 at 5:53 PM
Winter Storm Fern in NY drove up reference prices 74-90% YoY, narrowing the gap between upstate and downstate zones, as spinning reserve prices spiked to $228/MWh on Jan 24.
https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence
https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence
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
https://modoenergy.com/research/en/us-bess-financing-report-q4-2025
February 13, 2026 at 5:00 PM
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
https://modoenergy.com/research/en/us-bess-financing-report-q4-2025
🎧 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
https://youtube.com/watch?v=F6Se9cCM8MY
February 12, 2026 at 9:23 PM
🎧 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
https://youtube.com/watch?v=F6Se9cCM8MY
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
https://modoenergy.com/research/en/france-ppe3-nuclear-solar-bess-2026-nucleaire-solaire-renouvelables
February 12, 2026 at 8:57 PM
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
https://modoenergy.com/research/en/france-ppe3-nuclear-solar-bess-2026-nucleaire-solaire-renouvelables
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
https://modoenergy.com/research/en/italy-buildout-report-bess-solar-macse-capacity-2026-2030
February 12, 2026 at 8:57 PM
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
https://modoenergy.com/research/en/italy-buildout-report-bess-solar-macse-capacity-2026-2030
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
https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues
February 12, 2026 at 4:00 PM
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
https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues
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
https://modoenergy.com/research/en/australia-nem-non-conformance-battery-dispatch-coal-batteries
February 11, 2026 at 7:58 PM
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
https://modoenergy.com/research/en/australia-nem-non-conformance-battery-dispatch-coal-batteries
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
https://modoenergy.com/research/en/miso-winter-storm-fern-bess-prices
February 10, 2026 at 8:05 PM
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
https://modoenergy.com/research/en/miso-winter-storm-fern-bess-prices
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
https://modoenergy.com/research/en/ldes-alternative-long-duration-gb-germany-caiso-ercot-vanadium-iron-air-zinc-caes-laes-thermal
February 9, 2026 at 8:05 PM
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
https://modoenergy.com/research/en/ldes-alternative-long-duration-gb-germany-caiso-ercot-vanadium-iron-air-zinc-caes-laes-thermal
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
https://modoenergy.com/research/en/australia-nem-battery-energy-storage-revenues-january-2026-heat-wave
February 9, 2026 at 5:41 PM
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
https://modoenergy.com/research/en/australia-nem-battery-energy-storage-revenues-january-2026-heat-wave
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
https://modoenergy.com/research/en/me-bess-gb-revenues-january-2026-balancing-mechanism-wholesale-prices-gas-carbon
February 8, 2026 at 5:56 PM
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
https://modoenergy.com/research/en/me-bess-gb-revenues-january-2026-balancing-mechanism-wholesale-prices-gas-carbon
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
https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues
February 8, 2026 at 10:31 AM
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
https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues
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
https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence
February 7, 2026 at 8:28 PM
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
https://modoenergy.com/research/en/nyiso-january-2026-benchmark-upstate-reference-prices-bess-convergence
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
https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues
February 7, 2026 at 8:28 PM
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
https://modoenergy.com/research/en/pjm-january-2026-winter-storm-fern-battery-revenues
🎧 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
https://youtube.com/watch?v=XVucsiGX6bo
February 6, 2026 at 4:40 PM
🎧 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
https://youtube.com/watch?v=XVucsiGX6bo
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
https://modoenergy.com/research/en/ldes-alternative-long-duration-gb-germany-caiso-ercot-vanadium-iron-air-zinc-caes-laes-thermal
February 6, 2026 at 4:21 PM
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
https://modoenergy.com/research/en/ldes-alternative-long-duration-gb-germany-caiso-ercot-vanadium-iron-air-zinc-caes-laes-thermal
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
https://modoenergy.com/research/en/australia-nem-ltesa-round-6-meets-storage-targets
February 6, 2026 at 4:13 PM
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
https://modoenergy.com/research/en/australia-nem-ltesa-round-6-meets-storage-targets
European battery manufacturers competing with China?
Hear how NHOA get sites live and the ingredients that make this happen
youtube.com/watch?v=03GY...
Hear how NHOA get sites live and the ingredients that make this happen
youtube.com/watch?v=03GY...
How can European battery manufacturers compete with China? with Lucie Kanius-Dujardin (NHOA)
YouTube video by Modo Energy
youtube.com
January 29, 2026 at 7:16 PM
European battery manufacturers competing with China?
Hear how NHOA get sites live and the ingredients that make this happen
youtube.com/watch?v=03GY...
Hear how NHOA get sites live and the ingredients that make this happen
youtube.com/watch?v=03GY...
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.com/watch?v=2fm1...
The Digital Backbone of Energy Storage Optimization with Roger Hollies (Arenko)
YouTube video by Modo Energy
youtube.com
January 22, 2026 at 8:12 PM
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.com/watch?v=2fm1...
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?...
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?...
January 13, 2026 at 9:50 AM
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?...
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?...