🎧 Transmission: Germany: 50Hertz saw around 180 battery connection requests this year, more than 80 GW, roughly the country's entire peak demand. piped.video/watch?v=bOx2N5Hl…

Until recently, Germany’s transmission grid got a handful of connection requests a year. But big power stations are slow to build. Batteries aren’t. Over the last two years, 50Hertz alone has seen 100+ applicants, most of them batteries. → 30+ GW of new connection capacity offered → 14 GW of batteries with grid reservations, projects starting 2029 or earlier → A starting point of less than 1 GW On top of that, 50Hertz received around 180 more battery applications this year, totalling 80+ GW. Germany’s peak demand is about 80 GW. How much of it will actually get built? Wilhelm says it’s the question that keeps 50Hertz awake at night. Wilhelm Kiewitt, Head of Energy Economics at @50Hertzcom, on Transmission with @Edcporter. #BESS #EnergyStorage #Germany #Energiewende #GridConnection

Curtailment is when a solar or wind farm that could be generating is instructed to reduce output or switch off. It usually comes from one of two constraints. There may be more supply than the grid can absorb in that area, or there may not be enough transmission capacity to move the power to where demand is. In both cases the resource is available, but the system can’t use it. That lost output costs asset owners directly. Most renewable PPAs only pay for energy delivered, so curtailed generation usually earns nothing. Ask Ko, your AI energy analyst, about curtailment across US markets on the Modo Energy terminal. #Curtailment #Renewables #EnergyMarkets #PowerGrid

Netherlands: a 2-hour BESS with full grid connection earned €305k/MW/yr over the first nine months of 2026. The jump from 1 to 2 hours adds the most, €92k/MW/yr, because it unlocks upward aFRR capacity. A 1-hour battery can't guarantee its aFRR obligation.

One of the best short documentaries I've seen explaining why the energy transition is no longer just about generation, it's about the grid and, increasingly, storage. #SWB #Bettrification #EnergyTransition Key takeaways: • Britain doesn't have a wind problem, it has a transmission problem. Scotland produces more wind power than the grid can carry south. • Consumers pay twice: wind farms are paid to switch off while gas plants are paid to switch on elsewhere. • Batteries are scaling rapidly but there still isn't enough storage to absorb surplus renewable energy during major grid constraints. • The solution is clear: more transmission, more batteries, more flexible demand like EV charging and AI data centres, and smarter market design. The lesson extends far beyond Britain. Curtailment isn't a failure of renewables, it's evidence they're growing faster than the rest of the system. The answer isn't less wind and solar, it's accelerating the infrastructure around them.

Great Britain: Q3 2026 added 917 MW / 1,844 MWh of batteries, a record quarter that took the fleet to 8.5 GW / 14.4 GWh. Coalburn 1 came online at 500 MW, now the largest site in GB. Revenues held up too, with the ME BESS GB index up 23% as capacity grew 12%.

A battery wears out. The volatility it captures is a separate asset. Chris Kennedy (Miranda Energy) argues volatility is the real asset, and fixed-for-floating swaps let you separate it from the physical battery. That changes who the buyer is. It's not only solar owners hedging the duck curve, but a wider group of investors looking for a new source of return. Power volatility sits at the far end of alternative investments, past commodities and energy, in a niche corner few have put money into yet. Miranda's bet is that it belongs in a global macro portfolio. It's backing that with 10-year TB swaps, a contract length Kennedy believes few others are offering. #Transmission #BESS #EnergyMarkets #PowerVolatility

Marathon Capital has joined Modo Energy as a customer. The firm is using Modo Energy’s benchmarks, revenue forecasts, and Ko to support its energy transition advisory work. Thank you to Marathon Capital for choosing Modo Energy. We’re excited for what’s ahead.

What could a data center’s energy costs look like over the long term? This month, we’re launching data center energy cost forecasts, covering select US ISOs. Model your campus energy costs based on its location, utility tariff, and power prices. See how onsite generation and storage, including solar, wind, gas, and batteries, could impact your project. Join the waitlist for release updates: exu3k.share-eu1.hsforms.com/…

The duck curve is eroding solar capture rates. Putting a battery on site is the physical fix, but it's slow and needs a lot of capital. Chris Kennedy (Miranda Energy) got the battery profile financially instead: pay fixed, receive the top-bottom spread through a TB swap. The two profiles are mirror images. Solar output peaks right when midday prices hit their low, and that same low is what makes the TB spread wide. Put together at portfolio level, capture rates rose from roughly 50% to 75%. Catch the full episode, out now on the Modo Energy YouTube channel. #Transmission #BESS #Solar #EnergyMarkets

Modo Energy now provides market intelligence across your entire energy portfolio. Whether you're assessing a solar project, forecasting utility tariffs for a data centre campus, or benchmarking battery performance across nodes, you can now do it with Modo Energy. Watch our CEO, Quentin 'Q' Scrimshire, talk about what's changing across power markets and how Modo Energy can help. If you're working on any of these assets, or a portfolio that combines them, talk to our team.

Entrix is using Modo Energy's benchmarks across Europe to measure battery performance. This week, Amit Ranjan joined Entrix CPO, Dr. Bastian Hechenrieder, for a webinar on what that looks like in practice. The session explored how these benchmarks work, with real asset examples and index comparisons. Two batteries may look identical on paper yet perform very differently in the market. Revenue depends on a range of factors, including cycling limits, grid constraints, and round-trip efficiency. Modo Energy's virtual asset approach accounts for those constraints and produces a benchmark specific to each asset, which are used by Entrix to assess optimisation performance. Thank you to Dr. Bastian Hechenrieder, the Entrix team, and everyone who joined.