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)

182. Broken grids and Datacenters load growth  - Jun25

182. Broken grids and Datacenters load growth - Jun25

We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South.  We will d...

9 Jun 202532min

181. “Hot Air” from Tony Blair - May25

181. “Hot Air” from Tony Blair - May25

The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the G...

26 Mai 202520min

180. The KKR Energy formula - May25

180. The KKR Energy formula - May25

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset...

19 Mai 202527min

179. The future of the Auto Industry: Winners, challengers and zombies - May25

179. The future of the Auto Industry: Winners, challengers and zombies - May25

On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the lat...

12 Mai 202531min

178. Delivering the Wind Reset - May25

178. Delivering the Wind Reset - May25

Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben j...

5 Mai 202526min

177. The Transatlantic Power Cable: from concept to reality - Apr25

177. The Transatlantic Power Cable: from concept to reality - Apr25

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid,...

28 Apr 202535min

176.  Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024.Last month we had the always com...

14 Apr 202531min

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition encompasses more than just power and AI. We have chos...

7 Apr 202529min

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