Uploaded June 2026 | Updated September 2026, 2 weeks ago
Cheap solar and batteries have handed us the first 80% of the energy transition - the hard part is the other 20%. Modo Energy's Ed Porter on what really happens to power markets as renewables scale: collapsing capture prices, battery cannibalisation, the case for locational pricing, and the windless 14-day gap that storage alone can't close.
🔗 Explore Ko and the Modo Energy terminal: https://modoenergy.com/sign-up?utm_so...
Recorded live at Summer Sessions '26, Modo Energy's flagship industry event - Protein Studios, Shoreditch, London.
In this talk, Ed covers:
- The two "gifts" of the transition - near-zero solar hours and batteries undercutting gas on flexibility
- Why solar and battery capture prices fall as you build more - and what that means for investors
- Why locational pricing beats one national price as grids fill with small, distributed assets
- The dunkelflaute problem: meeting a 14-day windless gap that storage can't solve alone
- The reframe - should the power system chase its last tonnes, or enable other sectors to decarbonise faster?
Modo Energy provides bankable, AI-native intelligence for the world's renewable energy assets - from greenfield to grid. With 30,000+ active users across 200 organisations in 15 regions, Modo's terminal, forecasts, and regulated benchmarks are used by some of the world's largest asset managers, developers, and energy companies.
Cheap solar and batteries have handed us the first 80% of the energy transition - the hard part is the other 20%. Modo Energy's Ed Porter on what really happens to power markets as renewables scale: collapsing capture prices, battery cannibalisation, the case for locational pricing, and the windless 14-day gap that storage alone can't close.
🔗 Explore Ko and the Modo Energy terminal: https://modoenergy.com/sign-up?utm_so...
Recorded live at Summer Sessions '26, Modo Energy's flagship industry event - Protein Studios, Shoreditch, London.
In this talk, Ed covers:
- The two "gifts" of the transition - near-zero solar hours and batteries undercutting gas on flexibility
- Why solar and battery capture prices fall as you build more - and what that means for investors
- Why locational pricing beats one national price as grids fill with small, distributed assets
- The dunkelflaute problem: meeting a 14-day windless gap that storage can't solve alone
- The reframe - should the power system chase its last tonnes, or enable other sectors to decarbonise faster?
Modo Energy provides bankable, AI-native intelligence for the world's renewable energy assets - from greenfield to grid. With 30,000+ active users across 200 organisations in 15 regions, Modo's terminal, forecasts, and regulated benchmarks are used by some of the world's largest asset managers, developers, and energy companies.
