Transmission

• Redesigning the NEM's wholesale market with Tim Nelson (Australian Government)

  Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchAustralia’s largest energy market is undergoing the most significant transformations since its conception. Rapid renewable uptake, growing system volatility, and shifting policy settings are forcing a fundamental rethink of how the National Electricity Market (NEM) operates. But with so many moving parts, one question sits at the centre of the transition: how do we build a market that remains reliable, affordable, and investable while decarbonising at speed?In this episode of Transmission, Tim Nelson joins Wendel to unpack the pressures reshaping Australia’s power system and what must change to keep pace. Over the conversation, they explore the market design challenges emerging across the NEM, from capacity mechanisms and reliability gaps to consumer expectations, policy uncertainty, and the economics of retiring coal. Tim explains why today’s market structures weren’t built for a high-renewables grid, how the investment environment is shifting, and what practical reforms could stabilise the system while enabling large-scale clean energy deployment.Key points covered:• Why the NEM’s current market design is struggling under the pace of the energy transition.• How retirement timelines for coal generation are reshaping reliability and investment signals.• What Australia needs from a capacity mechanism and what risks must be avoided.• How policy uncertainty and consumer expectations are influencing market behaviour.• What reforms could build a more stable, predictable, and investable market for renewables and storage.About our guest:Tim Nelson is a leading energy economist and policy expert with extensive experience across market design, system reform, and the evolution of Australia’s National Electricity Market.With experience at Iberdrola Australia, the AEMC, AGL and Griffith University Tim brings a wealth of knowledge to his current positions including his role as Chair of the independent review of Australia's NEM. Find Tim on LinkedIn here - https://www.linkedin.com/in/timnelsonaustralia/About Modo Energy:Check out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYNModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

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• Tackling the clean energy gridlock in the Netherlands with Karen de Lathouder (Eneco)

  Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe energy transition faces significant hurdles across Europe - especially in the Netherlands. Grid congestion, high grid fees, and investment uncertainty are creating a logjam that halts crucial infrastructure deployment like offshore wind and utility-scale batteries. This episode explores how leading integrated energy companies are strategically evolving to overcome these barriers. Learn how balancing assets like flexibility, energy storage, and electron sinks are essential for building resilient portfolios and unlocking positive business cases. In this episode, we look at how leading integrated energy companies such as Eneco are adapting to move past these challenges. We explore why flexible assets including energy storage, demand-side flexibility, and technologies that can absorb excess electricity - are becoming critical for building resilient energy systems and supporting viable business models.Ed speaks with Karen de Lathouder, Eneco’s Chief Operating Officer, to dive into the biggest issues facing integrated energy companies as they navigate the next stage of the transition. Their conversation touches on market design, grid constraints, and how flexibility technologies are evolving across Europe.Key topics include:• How high grid fees and overloaded networks in the Netherlands are slowing demand growth and delaying major investments.• How the Netherlands is approaching this balanced system by combining renewables with storage, hydrogen, and VPP-based flexibility tools.• Why new large renewable projects need long-term power contracts (PPAs), and how colocation is helping developers secure reliable offtakers.• How flexible grid access contracts are paving the way for the next wave of battery storage projects.• The growing role of dynamic pricing and how it is changing customer behaviour.About our guestKaren is Chief Operating Officer at Eneco where she oversees asset-based value chains, covering everything from heat and renewable power to flexibility assets like batteries, hydrogen, and electric heating systems (e-boilers). She provides an expert view on what it takes to manage capital risk and activate crucial power demand in the North-West European energy sector. For more information on what Eneco do - head to their website. https://www.eneco.nl/en/about-us/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

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• How to build energy storage in New York City - Daniel Gavrilov (Limitless Energy Co.)

  Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchNew York wants to deploy storage at speed, but developers are hitting one major barrier: interconnection. As the state pushes to deploy gigawatts of storage, projects are increasingly caught in long, uncertain queues, with upgrade costs that can make or break a business case. But while the bulk system slows under its own weight, smaller scale distributed storage is accelerating. These assets can move faster, connect more predictably, and get to market in time to capture NYISO’s rapidly evolving value streams.In this episode of Transmission, Daniel Gavrilov, CEO of Limitless Energy Co, speaks to Alex to break down how the grid’s bottlenecks are shaping development strategy in one of the most active energy storage markets in the US.Key topics covered:• The practical realities of developing storage in New York.• Where timelines get stretched and where they don’t.• Why C&I storage is becoming the backbone of near-term deployment.• How developers evaluate siting, costs, and grid upgrade risk.About our guestDaniel Gavrilov is CEO of Limitless Storage Co - a storage developer working across the New York market, specialising in distributed battery projects, interconnection strategy, and commercialisation pathways in NYISO. For more information, check out the website. https://www.limitlessenergyco.com/aboutAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

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• Rethinking energy distribution in the NEM with Steve Lewis (Ausgrid)

  Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchAustralia’s energy system is shifting rapidly, with record levels of rooftop solar, home batteries, and local energy resources. But how do we ensure homeowners, renters, and businesses of all sizes can benefit from Australia’s vast solar potential? And how does a grid built for one-way power flows cope when millions of customers are also generators? As households and communities take a more active role in the energy system, distribution networks need to evolve fast. In this episode we explore how traditional ‘poles and wires’ utilities like Ausgrid are rethinking their role and adapting to meet the needs of both the network and their customers.In this episode of Transmission, Steve Lewis, Project Director - Community Power Networks at Ausgrid joins Wendel to explore how DNSPs are thinking about the shift from traditional network operators to facilitators of local energy exchange. Steve breaks down the Community Power Network trial: a new model that would enable households and businesses to share and trade energy locally, easing network constraints and unlocking more value from distributed energy resources. He explains why DNSPs need to rethink their role, how community-led energy models can support the grid, and what it takes to build trust, participation, and technical capability at the distribution level.Key topics covered:• Why the rise of local energy resources demands a new operating model for DNSPs.• How Ausgrid’s Community Power Network enables neighbourhood-level energy sharing.• The role of DNSPs in supporting flexible load, storage, and prosumer participation.• How community-led energy models can reduce constraints and deliver system benefits.• What the NEM needs to evolve into a truly decentralised, consumer-driven energy system.About our guest:Steve Lewis is Project Director, of the Community Power Network at Ausgrid, where he leads innovation in community energy, local flexibility, and distribution network evolution in the NEM. The premise of the Community Power Networks Trial is to turn local solar into shared value. For more information on the trial - head to the website. https://www.ausgrid.com.au/About-Us/Future-Grid/Community-Power-NetworksAbout Modo EnergyCheck out the Energy Academy Australia here: https://www.youtube.com/watch?v=6Q-kwsfBPyc&list=PL_lhNBgOJnjTuKzdbLzQirHILoHYjaHYNModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

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• Fixing the UK’s grid connection backlog with Charles Deacon (Eclipse Power Solutions)

  Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter.https://bit.ly/TheWeeklyDispatchGrid connections have become one of the most urgent bottlenecks in the UK energy transition. With long queues, inconsistent timelines, and a system designed for a different era, developers are struggling to connect the very projects needed to decarbonise the grid. As demand for renewables, storage, and electrification accelerates, the question is no longer whether the system needs reform, but how quickly it can be delivered.In this episode of Transmission, Charles Deacon, Managing Director at Eclipse Power Solutions, joins Ed to break down the root causes of the UK’s connection backlog and what needs to change to fix it. Over the conversation, Charles explores how developers are navigating today’s connection challenges, what the recent reforms really mean in practice, and how networks, policymakers, and industry can work together to speed up delivery. He also shares lessons from real projects: what works, what doesn’t, and the operational realities behind getting assets connected in a congested system.Key points covered:• Why grid connection delays have become a major blocker for renewables and storage projects.• How developers are adapting to uncertainty, shifting requirements, and long lead times.• What the latest connection queue reforms mean for projects in practice.• How networks, regulators, and industry can collaborate to accelerate connections.• What a future, streamlined connection process should look like for a net-zero power system.About our guest:Charles Deacon is Managing Director at Eclipse Power Solutions. He is a specialist in grid connections and energy infrastructure development, with hands-on experience navigating the UK’s complex and rapidly evolving connection landscape. For more information on what Eclipse Power Solutions do - head to their website. https://eclipsepower.co.uk/solutions/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our interviews are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, conversations, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

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