96. How to monetise large scale Batteries?  - Apr23

96. How to monetise large scale Batteries? - Apr23

The Energy Storage Market, namely large-scale batteries, is the fastest growing segment of the Energy transition. Texas, UK, California, and Australia are witnessing phenomenal deployment rates. We are talking about annual growth of 30%-40%.
As more and more infrastructure investors are either considering investing in Batteries, or have already started, we wanted to make a deep dive on how to monetise that new asset class. Because revenues from batteries quite differ from wind and solar. It’s all about flexibility and optionality with a strong layer of digital.
To get a better understanding of this new landscape, we have brought our friend Quentin Draper-Scrimshire to the show. Quentin is a very talented young entrepreneur, fellow podcaster, and the CEO of Modo Energy, the leading data analytics firm focussed on the commercialisation of battery energy storage. Modo Energy's customers include funds, asset owners, utilities, traders, and optimisers in Great Britain. Who will win in the race for maximum returns? Data scientists turned traders or traders turned data scientists.
A wonderful look into the future, which is happening now, pedal to the metal!
https://modo.energy/

And we thank Aquila Capital for their continuous support.

Episoder(181)

222. Understanding Energy and Technology in China - Mar26

222. Understanding Energy and Technology in China - Mar26

Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation resh...

30 Mar 32min

221. LNG – Hormuz – “Apocalypse Now” - Mar26

221. LNG – Hormuz – “Apocalypse Now” - Mar26

Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, ...

23 Mar 26min

220. Deal Trends for M&A and Energy Financing - Mar26

220. Deal Trends for M&A and Energy Financing - Mar26

Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones  returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sect...

16 Mar 28min

219. Hyperscalers vs US Utilities - Mar26

219. Hyperscalers vs US Utilities - Mar26

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...

9 Mar 30min

218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26

218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26

Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state and future of Climate Tech.   The discussion was org...

2 Mar 37min

217. Lithium, Copper, Silver and other metals go ballistic - Feb26

217. Lithium, Copper, Silver and other metals go ballistic - Feb26

Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic.  But ...

23 Feb 27min

216. Clean Energy Equities Market: "Dancing While the Music Plays"   - Feb26

216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26

Clean Energy equities have comfortably outperformed the major indices in 2025.  Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector kno...

16 Feb 34min

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing ...

9 Feb 27min

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