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Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Gas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026. Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments. You can watch or listen to new episodes every Tuesday and Thursday. Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights. Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter Chapters: 00:00 - Introduction and January 2026 gas spike 01:44 - Seb Kennedy's dual role journalist analyst 04:26 - Understanding TTF and Henry Hub hubs 05:37 - Investment fund positioning and short squeeze 09:05 - Weather patterns driving European gas demand 12:13 - Nuclear outages worsening European gas crisis 14:44 - US gas price spike explained 16:53 - Freeze-offs and US production challenges 21:13 - LNG export constraints at Freeport facility 25:20 - Trump administration's impact on LNG markets 29:20 - Panama Canal and geopolitical LNG considerations 30:47 - Venezuela's political upheaval and oil situation 32:40 - Venezuela's massive gas flaring crisis 35:20 - Pakistan's renewable boom versus LNG commitments 42:53 - Key themes to watch in 2026 44:25 - Contrarian view on import dependence

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Gas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026. Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments. You can watch or listen to new episodes every Tuesday and Thursday. Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights. Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter Chapters: 00:00 - Introduction and January 2026 gas spike 01:44 - Seb Kennedy's dual role journalist analyst 04:26 - Understanding TTF and Henry Hub hubs 05:37 - Investment fund positioning and short squeeze 09:05 - Weather patterns driving European gas demand 12:13 - Nuclear outages worsening European gas crisis 14:44 - US gas price spike explained 16:53 - Freeze-offs and US production challenges 21:13 - LNG export constraints at Freeport facility 25:20 - Trump administration's impact on LNG markets 29:20 - Panama Canal and geopolitical LNG considerations 30:47 - Venezuela's political upheaval and oil situation 32:40 - Venezuela's massive gas flaring crisis 35:20 - Pakistan's renewable boom versus LNG commitments 42:53 - Key themes to watch in 2026 44:25 - Contrarian view on import dependence

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Can energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation? In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators. Chapters: 00:00 ERCOT's role in Texas grid management 01:09 Electricity market design and efficiency 02:28 Winter Storm Uri and resource adequacy 04:40 Texas data center boom explained 06:39 Energy-only markets and price signals 08:18 Grid resource adequacy challenges 12:28 Dispatchable reliability reserve service ECRS 18:45 Real-time energy and ancillary services 22:15 765kV transmission expansion in Texas 26:30 Residential demand response and virtual power plants 31:45 Comparing ERCOT to other US markets 36:27 Future grid technologies and storage growth 40:05 Distributed battery systems and grid integration 41:05 ERCOT market design framework You can watch or listen to new episodes every Tuesday and Thursday. Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights. Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.com Can energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation? In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators. Chapters: 00:00 ERCOT's role in Texas grid management 01:09 Electricity market design and efficiency 02:28 Winter Storm Uri and resource adequacy 04:40 Texas data center boom explained 06:39 Energy-only markets and price signals 08:18 Grid resource adequacy challenges 12:28 Dispatchable reliability reserve service ECRS 18:45 Real-time energy and ancillary services 22:15 765kV transmission expansion in Texas 26:30 Residential demand response and virtual power plants 31:45 Comparing ERCOT to other US markets 36:27 Future grid technologies and storage growth 40:05 Distributed battery systems and grid integration 41:05 ERCOT market design framework You can watch or listen to new episodes every Tuesday and Thursday. Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights. Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch

While the industry often focuses on the cost of the hardware, the real challenge and value lies in successfully delivering, integrating, and operating these assets over their lifetime. As the market matures, the focus shifts from hardware procurement to the complexities of site integration, grid compliance, and ensuring long-term availability. In practice, microgrids are shaping how large-scale energy projects operate, helping to accelerate the use of grid-forming technology. Meanwhile, combining solar with battery storage is becoming an increasingly effective way to reduce wasted energy and improve project economics. In this conversation, Ed speaks with Lucie Kanius-Dujardin, Global Managing Director at NHOA, about what it really takes to deliver complex energy projects at scale. They discuss the realities of managing global supply chains, the push toward higher-capacity battery cells, and why the often-overlooked “brain” of the system - the Power Plant Controller - is just as important as the battery itself. Key topics discussed •Why the Power Plant Controller is critical to smooth commissioning and reliable performance - not just an add-on to the hardware. • How experience with microgrids has created an edge in deploying grid-forming technology on modern transmission networks. • Why more developers are pairing solar with storage to protect revenues and reduce grid constraints. • Whether a single global solution can work across very different local grid rules, from Scotland to Australia. • How integrators are keeping systems reliable as battery cells rapidly increase in size and capacity. About our guest Lucie Kanius-Dujardin is the Global Managing Director of NHOA Energy, a global provider of turnkey battery energy storage solutions. With 15 years in the energy sector, she oversees the company's technology, delivery, and long-term asset service pillars across markets in Europe, Australia, and beyond. Connect with Lucie on LinkedIn: https://www.linkedin.com/in/lucie-kanius-dujardin-47855521/?locale=en_US To find out more about NHOA, head to their website: https://nhoa.energy/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

While the industry often focuses on the cost of the hardware, the real challenge and value lies in successfully delivering, integrating, and operating these assets over their lifetime. As the market matures, the focus shifts from hardware procurement to the complexities of site integration, grid compliance, and ensuring long-term availability. In practice, microgrids are shaping how large-scale energy projects operate, helping to accelerate the use of grid-forming technology. Meanwhile, combining solar with battery storage is becoming an increasingly effective way to reduce wasted energy and improve project economics. In this conversation, Ed speaks with Lucie Kanius-Dujardin, Global Managing Director at NHOA, about what it really takes to deliver complex energy projects at scale. They discuss the realities of managing global supply chains, the push toward higher-capacity battery cells, and why the often-overlooked “brain” of the system - the Power Plant Controller - is just as important as the battery itself. Key topics discussed •Why the Power Plant Controller is critical to smooth commissioning and reliable performance - not just an add-on to the hardware. • How experience with microgrids has created an edge in deploying grid-forming technology on modern transmission networks. • Why more developers are pairing solar with storage to protect revenues and reduce grid constraints. • Whether a single global solution can work across very different local grid rules, from Scotland to Australia. • How integrators are keeping systems reliable as battery cells rapidly increase in size and capacity. About our guest Lucie Kanius-Dujardin is the Global Managing Director of NHOA Energy, a global provider of turnkey battery energy storage solutions. With 15 years in the energy sector, she oversees the company's technology, delivery, and long-term asset service pillars across markets in Europe, Australia, and beyond. Connect with Lucie on LinkedIn: https://www.linkedin.com/in/lucie-kanius-dujardin-47855521/?locale=en_US To find out more about NHOA, head to their website: https://nhoa.energy/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

The power grid is getting harder to run. There’s more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what’s the grid really going to need once you account for renewables? In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe. Key topics discussed: • How forecasting accuracy can make or break performance during grid stress events. • Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded. • How better forecasting is changing who wins (and loses) in power markets. • How data access and quality varies across ERCOT, NYISO, and European TSOs. • What rapid data center growth means for load, reliability, and energy security. About our guest Sean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/ For more information on Amperon, head to their website: https://www.amperon.co/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work. #renewableenergy #AI #datacenter #EnergyStorage

The power grid is getting harder to run. There’s more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what’s the grid really going to need once you account for renewables? In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe. Key topics discussed: • How forecasting accuracy can make or break performance during grid stress events. • Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded. • How better forecasting is changing who wins (and loses) in power markets. • How data access and quality varies across ERCOT, NYISO, and European TSOs. • What rapid data center growth means for load, reliability, and energy security. About our guest Sean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/ For more information on Amperon, head to their website: https://www.amperon.co/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work. #renewableenergy #AI #datacenter #EnergyStorage

Batteries are no longer just shifting energy from one time of day to another - they’re becoming critical grid infrastructure. But to unlock their full potential, we need smarter ways to manage billions of data points in real time, so storage can deliver everything from peak shaving to power quality and grid support and keep them operating safely, efficiently, and optimally. In this conversation, Ed is joined by Roger Hollies, Chief Technical Officer at Arenko. Over the conversation, they discuss how market governance needs to evolve, why it’s time to crack open the ‘black box’ of automated trading, and how ‘rules as code’ could be the key to unlocking a cleaner, cheaper energy future. Key topics discussed: How software can make ultra-complex battery assets manageable.Why batteries are overtaking fossil fuels in essential grid roles like frequency response, voltage control, and inertia.The data infrastructure required to handle seven billion datapoints a day across global energy portfolios.How open-source, “rules as code” market design could speed up innovation.What must regulators do to enforce fair markets and guarantee top-tier service delivery.About our guest Roger Hollies is the Chief Technology Officer at Arenko, where he leads the development of Arenko’s Nimbus platform, a software solution that currently manages 1.2 gigawatts of battery, solar, and wind assets across the UK and international markets. Connect with Roger on Linkedin here: https://www.linkedin.com/in/roger-hollies-a0650012/ For more information on Arenko, head to their website: https://arenko.group/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Batteries are no longer just shifting energy from one time of day to another - they’re becoming critical grid infrastructure. But to unlock their full potential, we need smarter ways to manage billions of data points in real time, so storage can deliver everything from peak shaving to power quality and grid support and keep them operating safely, efficiently, and optimally. In this conversation, Ed is joined by Roger Hollies, Chief Technical Officer at Arenko. Over the conversation, they discuss how market governance needs to evolve, why it’s time to crack open the ‘black box’ of automated trading, and how ‘rules as code’ could be the key to unlocking a cleaner, cheaper energy future. Key topics discussed: How software can make ultra-complex battery assets manageable.Why batteries are overtaking fossil fuels in essential grid roles like frequency response, voltage control, and inertia.The data infrastructure required to handle seven billion datapoints a day across global energy portfolios.How open-source, “rules as code” market design could speed up innovation.What must regulators do to enforce fair markets and guarantee top-tier service delivery.About our guest Roger Hollies is the Chief Technology Officer at Arenko, where he leads the development of Arenko’s Nimbus platform, a software solution that currently manages 1.2 gigawatts of battery, solar, and wind assets across the UK and international markets. Connect with Roger on Linkedin here: https://www.linkedin.com/in/roger-hollies-a0650012/ For more information on Arenko, head to their website: https://arenko.group/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

The AI boom has led to unprecedented demand for data centers in the US. With interconnection queues stretching for years, hyperscalers can no longer wait for traditional grid capacity to catch up. In this episode, Alex speaks with Peter Sawicki - Vice President of Business Development of Emerging Technologies at Mitsubishi Power Americas. They explore how the industry is pivoting to "bring your own power" solutions to bridge the gap. They discuss how manufacturers are pairing trailer-mounted gas turbines with battery storage to deliver the critical reliability that data centers require, along with the evolving role of gas in the transition, the technical reality of hydrogen-ready infrastructure, and why the immediate priority has shifted from decarbonization to pure deliverability. Key topics discussed Why unprecedented load growth from AI and domestic offshoring has caught the power industry by surprise.How developers are bypassing long interconnection queues.Why pairing gas generation with battery storage is essential for managing the millisecond demand surges of large language models.What ‘hydrogen-ready’ actually mean for turbine technology and the future of long-duration seasonal storage.How the industry’s priority stack fundamentally shifted from long-term decarbonization goals to immediate speed to power.About our guest. Peter Sawicki is the leader of the Emerging Technologies group at Mitsubishi Power, a division of Mitsubishi Heavy Industries. A veteran of the power industry with 30 years of experience, Peter has spent the last 11 years at Mitsubishi. In his current role, Peter focuses on business development for "non-conventional" customers, specifically targeting hyperscalers, co-locators, and land developers navigating the massive data center build-out driven by the AI boom. You can find Peter on LinkedIn here About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

The AI boom has led to unprecedented demand for data centers in the US. With interconnection queues stretching for years, hyperscalers can no longer wait for traditional grid capacity to catch up. In this episode, Alex speaks with Peter Sawicki - Vice President of Business Development of Emerging Technologies at Mitsubishi Power Americas. They explore how the industry is pivoting to "bring your own power" solutions to bridge the gap. They discuss how manufacturers are pairing trailer-mounted gas turbines with battery storage to deliver the critical reliability that data centers require, along with the evolving role of gas in the transition, the technical reality of hydrogen-ready infrastructure, and why the immediate priority has shifted from decarbonization to pure deliverability. Key topics discussed Why unprecedented load growth from AI and domestic offshoring has caught the power industry by surprise.How developers are bypassing long interconnection queues.Why pairing gas generation with battery storage is essential for managing the millisecond demand surges of large language models.What ‘hydrogen-ready’ actually mean for turbine technology and the future of long-duration seasonal storage.How the industry’s priority stack fundamentally shifted from long-term decarbonization goals to immediate speed to power.About our guest. Peter Sawicki is the leader of the Emerging Technologies group at Mitsubishi Power, a division of Mitsubishi Heavy Industries. A veteran of the power industry with 30 years of experience, Peter has spent the last 11 years at Mitsubishi. In his current role, Peter focuses on business development for "non-conventional" customers, specifically targeting hyperscalers, co-locators, and land developers navigating the massive data center build-out driven by the AI boom. You can find Peter on LinkedIn here About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch Navigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows. The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs). Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market? •What internal process are required to negotiate and approve complex, high-risk contracts such as tolls. • Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system? • How commercial teams are structuring PPAs between developers and offtakers. • Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers. About our guest Josh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE’s own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=uk SSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch Navigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows. The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs). Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market? •What internal process are required to negotiate and approve complex, high-risk contracts such as tolls. • Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system? • How commercial teams are structuring PPAs between developers and offtakers. • Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers. About our guest Josh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE’s own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=uk SSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/ About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week? Sign up for the Weekly Dispatch - Modo Energy’s unmissable newsletter. https://bit.ly/TheWeeklyDispatch The UK energy transition faces a critical bottleneck: a planning system crippled by risk aversion and procedural overload. In this episode, we explore the reality behind infrastructure delivery, from the 47 recommendations of the UK Prime Minister’s nuclear regulatory task force to the exploding demand for data centers. In this episode, Mustafa Latif-Aramesh (Partner and Parliamentary Agent at TLT ) joins Ed to examine how overlapping regulation and institutional duplication push developers toward compliance theatre rather than meaningful environmental protection, epitomised by Hinkley Point C’s infamous £700 million “fish disco.” The conversation explores what it would take to move the UK from a process-obsessed planning regime to one that rewards outcomes, accelerates delivery, and underpins the next wave of digital and energy infrastructure. Key topics covered: Why the UK’s infrastructure planning system prioritises administrative process over real environmental outcomes.How spending £700 million to protect a fraction of a salmon population reveals a breakdown in regulatory proportionality.Whether a single Nuclear Regulatory Commission could cut duplicative red tape and unlock faster decommissioning and new nuclear build.Is the Planning Inspectorate equipped to handle 500 proposed data centres alongside the wider energy transition?Can co-locating Small Modular Reactors (SMRs) with data centres address the sector’s “five nines” reliability challenge?About our guest Mustafa Latif-Aramesh is a Partner at the law firm TLT, where he specialises in infrastructure planning across the entire energy spectrum from transmission lines and battery storage to wind, solar, and nuclear. He recently served on the Prime Minister’s Nuclear Regulatory Task Force, a specialist group established to diagnose why building nuclear capacity in Britain takes so long and to identify solutions for expediting delivery Working alongside industry leaders and economists, Mustafa helped author a report containing 47 recommendations designed to eliminate regulatory duplication and shift the system’s focus from administrative process to tangible outcomes. Beyond nuclear, he advises on the planning challenges facing the UK's rapidly expanding data center pipeline, advocating for a system that balances environmental standards with the need for critical infrastructure. You can follow his analysis on TLT’s infrastructure planning blog. Connect with Mustafa on Linkedin here. About Modo Energy Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.