198. Battery Blitz in Germany - Oct25

198. Battery Blitz in Germany - Oct25

Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Williams from Modo Energy, gives us the big picture and fundamentals of the German battery market.

Legacy developers have not yet been able to catch that wave, but newcomers have. We bring on one those new pioneers, Philipp Man, CEO of Terralayr.

In less than three years, Philipp has managed to set up a company which operates or currently builds 150MW of batteries in Germany; more importantly he has managed to sign some of the first tolling agreements with heavyweights such as Vattenfall and RWE. His approach combines medium size batteries (10-30MW) rather than gigantic ones.

The Vattenfall-Terralayr deal is a pioneering seven-year, 55 MW multi-asset capacity tolling agreement for a decentralized fleet of battery energy storage systems (BESS) across Germany, announced in May 2025. Described as an industry-first "virtual battery tolling structure," it marks a significant shift from traditional single-asset tolling models, enabling scalable and flexible energy storage solutions without significant capital investment from Vattenfall.

With Philipp, we dissect his lightspeed approach in a seemingly bureaucratic environment, we analyse how he has been to put assets on the ground so fast, and his approach to commercialisation of flexibility combining hard assets and a digital layer.

We discuss the price formation of tolling agreements, the “tranching” of capacity and how he sees the future. Is Terralayr a tech company? Is it an infrastructure play? Well, a bit of both.

Episoder(177)

210. Our Predictions for 2026

210. Our Predictions for 2026

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209. Deals, Scandals and other memorable moments of 2025

209. Deals, Scandals and other memorable moments of 2025

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208. AI vs. Energy: the cost of speed - dec25

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207. E-Mobility and V-2-X - dec25

207. E-Mobility and V-2-X - dec25

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206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet th...

1 Des 202531min

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep th...

24 Nov 202529min

204. Live from COP30 – WTFFF and Other Tales from the Amazon

204. Live from COP30 – WTFFF and Other Tales from the Amazon

Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP30 is structured, the role of the Global Renewable A...

17 Nov 202519min

203. Peak Solar - nov25

203. Peak Solar - nov25

Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we sca...

10 Nov 202529min

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