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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.

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Ed Porter @edporter.bsky.social · Sep 3

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...

Ed Porter @edporter.bsky.social · 7d

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...

Ed Porter @edporter.bsky.social · 7d

More detail: youtu.be/0c-wDm1BoBE?...

How much battery capacity will be online in Spain by 2030?

YouTube video by Modo Energy

youtu.be

Ed Porter @edporter.bsky.social · 9d

Projects with formal filings in Spain’s BOE (official government statement), such as grid connection requests or environmental assessments.

Ed Porter @edporter.bsky.social · 9d

What does Spain’s battery storage buildout look like?

By 2029, the country could host up to 5 GW of installed battery capacity.

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Ed Porter @edporter.bsky.social · 13d

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

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Ed Porter @edporter.bsky.social · 13d

Updated link: youtu.be/6n1xLQuhyhU?...

How Energy Storage Gets Built with Bex Sherwood (Field)

YouTube video by Modo Energy

youtu.be

Ed Porter @edporter.bsky.social · 14d

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?...

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Ed Porter @edporter.bsky.social · 14d

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-...

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Ed Porter @edporter.bsky.social · 19d

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.

Ed Porter @edporter.bsky.social · 19d

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

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Ed Porter @edporter.bsky.social · 19d

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.

Ed Porter @edporter.bsky.social · 20d

Check out the report here: www.energy-transitions.org/publications...

Power Systems Transformation: Delivering Competitive, Resilient Electricity in High-Renewable Systems

The ETC sets out that global power systems dominated by wind and solar generation can reliably deliver electricity at costs comparable to or lower than today’s fossil fuel-based power systems in most ...

www.energy-transitions.org

Ed Porter @edporter.bsky.social · 20d

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?...

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Ed Porter @edporter.bsky.social · 21d

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

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Ed Porter @edporter.bsky.social · 21d

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)

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Ed Porter @edporter.bsky.social · 21d

Full source: modoenergy.com/research/ita...

MACSE: Fixed returns to scale up Italian storage - Research | Modo Energy

Italy’s first MACSE auction on September 30th will contract 10 GWh of storage providing long-term revenues.

modoenergy.com

Ed Porter @edporter.bsky.social · 21d

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.

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Ed Porter @edporter.bsky.social · 23d

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...

Ed Porter @edporter.bsky.social · 23d

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...

Ed Porter @edporter.bsky.social · 23d

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...

Ed Porter @edporter.bsky.social · 28d

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

Ed Porter @edporter.bsky.social · 28d

And, for further research, check out this interview with SMA, a leading inverter provider: youtu.be/SQplHhQRBsA?...

Why inverters hold the key to a more resilient energy future with Daniel Duckwitz SMA

YouTube video by Modo Energy

youtu.be

Ed Porter @edporter.bsky.social · 28d

As thermal generation retires, the grid needs new stability sources.

Enter grid-forming inverters: they replicate inertia, provide voltage control, reactive power, short-circuit level, and do this alongside existing frequency services.

All at roughly the same cost as today’s grid-following units.

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Ed Porter @edporter.bsky.social · Sep 8

For solar and consumers, yes, not too much, else the battery business case won’t stack up but that’s what market prices are for.

Ed Porter @edporter.bsky.social · Sep 8

Source: modoenergy.com/research/cai...

August 2025: CAISO's BESS merchant revenues land at $2.5/kW-month - Research | Modo Energy

CAISO's grid-scale BESS revenues in August 2025 came in at $2.5/kW-month, 7% higher than July. Year-on-year, that represents a 40% decrease.

modoenergy.com

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