https://youtube.com/watch?v=yklbv_rJq7U

Transmission podcast: The Behavioural Shift That Makes EV Flexibility Actually Work - Ohme

🎧 Transmission: Small financial incentives shifted EV charging behaviour in Great Britain. When Ohme offered customers 1-3 GBP per week to plug in more often rather than run to empty, plug-in frequency jumped 32-37%.

modoenergy.com/research/en/miso-2046-de...

Chart: miso ltlf c2 peak waterfall

MISO's 2026 load forecast projects 63% energy growth by 2046, driven by data centers and flat-load manufacturing. Peak demand grows only 2.0% annually. The system gets tighter on capacity, not peakier on timing. That changes what storage gets paid for.

modoenergy.com/research/en/nyiso-q1-202...

Chart: nyiso generation mix 2026 2049

NYISO demand rises 55% through 2049, but gas generation nearly doubles to 114 TWh and its share climbs from 42% to 53%. Renewables reach only 22% of supply. The model favors gas as cheapest firm capacity, with front-of-meter solar not appearing until 2040.

Scotland Has Too Much Wind Power. Why’s That a Problem? YouTube video by Modo Energy

Why are we turning down Scottish wind farms?

Check out the Modo Energy documentary here:

youtu.be/vX7ZOn3KKfU?...

modoenergy.com/research/en/miso-generat...

Chart: miso annual tech

MISO's 314 GW interconnection queue shrinks to 68 GW of realistic buildout by 2031 once you apply withdrawal probability and locational constraints. Gas and solar split evenly at 27 GW and 28 GW each. Historical withdrawal rate runs 73%.

The Mistake Lenders Make With BESS Project Finance YouTube video by Modo Energy

What's one mistake people always make when thinking about financing battery storage?

youtube.com/shorts/qDy5d...

https://youtube.com/watch?v=Gjt7rA-pa8U

Transmission podcast: What European Banks Need to Finance Battery Storage - ABN AMRO

🎧 Transmission: Battery storage looks like infrastructure but banks treat it as a trading position. Lisa McDermott at ABN AMRO walks through what actually gets BESS deals approved in Europe: enough sponsor equity, technical track records that hold up, and warranties covering the full debt tenor.

modoenergy.com/research/en/spp-ancillar...

Chart: spp bess as share monthly q4 2025

SPP batteries claimed 8% of Regulation Up procurements by December 2025, the RTO's highest-paid ancillary service at $13.50/MW. These assets only began commercial operations that year. Fast response capability is scarce in the ancillary market, and batteries are capturing that premium.

Diminishing arb - for now, longer term, maybe not.

modoenergy.com/research/en/ercot-bess-b...

Chart: year on year buildout

ERCOT BESS fleet crossed 15 GW in Q1 2026, but the 1.1 GW quarterly addition trails the 1.7-2.1 GW pace from late 2025. Queue withdrawals are accelerating as financing tightens. The gap between interconnection queue capacity and viable projects keeps widening.

modoenergy.com/research/en/gb-bess-buil...

Chart: gb bess buildout c1 power

GB battery storage fleet hit 7.2 GW in Q1 2026. The difference between 20.4 GW and 22.8 GW by 2029 comes down to one thing: how fast the connection queue clears. Everything else is secondary.

modoenergy.com/research/en/australia-ne...

Chart: chart 01 cumulative capacity

NEM battery additions fell to 70 MW in Q1 2026, the lowest in two years. But both projects signal structural shifts: Limondale is the first 8-hour battery, and Quorn Park is the first hybrid under AEMO's new framework. 3 GW sits in commissioning.

modoenergy.com/research/en/australia-ne...

Is the Battery Storage Gold Rush Over? YouTube video by Modo Energy

A battery gold rush?

youtube.com/shorts/la-zB...

modoenergy.com/research/en/...

Gas prices are up since the Iran war started — and that's widening daily power spreads across Europe. Good news for batteries: cheaper midday solar, pricier evening peaks set by gas. More work to do to knock out gas in those peaks.

modoenergy.com/research/en/australia-ne...

Chart: nem q 01 state revenue

NEM battery capture rates fell to 52.8% in Q1 2026, the lowest in 12 months. Mild peak demand and weak evening prices cut revenue opportunity across the fleet. Queensland outperformed, but optimiser quality became the main differentiator when volatility dropped.

Yes, definitely seeing this, it’s further through that article. Those two are the key drivers

modoenergy.com/research/en/gas-price-ju...

Chart: european gas hub prices march 2026

GB battery revenues jumped 69% in March as gas prices spiked on Iran supply concerns. The mechanism is straightforward: wider spreads between peak and off-peak prices, plus higher ancillary service rates. Effect size varies sharply across Europe though.