The energy transition is reshaping power markets across the world and the stakes have never been higher. Transmission goes deep on battery energy storage, energy trading, project finance, and grid design - alongside wind, solar, and other clean technologies - with the people who are actually doing it. Hosted by Ed Porter, International Director at Modo Energy. New episodes every Tuesday.
Transmission
Claim This Podcastby Ed Porter, Modo Energy
4.9(172 reviews)
281 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇦🇺
86
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality98
Social0
YouTube93
Engagement90
Podcast Overview
The energy transition is reshaping power markets across the world and the stakes have never been higher. Transmission goes deep on battery energy storage, energy trading, project finance, and grid design - alongside wind, solar, and other clean technologies - with the people who are actually doing it. Hosted by Ed Porter, International Director at Modo Energy. New episodes every Tuesday.
Language
🇺🇲
Publishing Since
2/10/2022
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Recent Episodes
June 23, 2026
How Germany Decarbonises Industrial Heat - Energy Nest
<p>Two thirds of industrial energy demand is heat, not electricity, and most of it still runs on gas. Thermal storage converts cheap electricity into heat, stores it in concrete, and dispatches it when the factory needs it, undercutting the gas bill even though gas is cheaper per unit on average. </p><p>Alex Robertson, CEO of Energy Nest, joins Ed Porter to explain how a thermal battery works, why it competes with lithium-ion on cost, and why grid connections - not the technology - are the real constraint on industrial decarbonisation.</p><p>They cover:</p><p>- Why thermal storage functions like a battery on the energy markets but stores heat one-way in optimised concrete.</p><p>- The medium-temperature "frying, drying and applying" range (roughly 150 to 300C) that sits above heat pumps and below cement and steel.</p><p>- How decoupling thermal demand from the electricity price typically can cut the gas bill by around 50%.</p><p>- Why a 20-foot-container module stores about two megawatt hours, stacks three high, and loses only around 2% of capacity per day.</p><p>- Why a flexible, interruptible asset is exactly what congested grids need - and why Germany still lacks the flexible connection framework the Netherlands is rolling out.</p><p>Ask Ko, Modo Energy's AI analyst, any question from this conversation: [Ko link]</p><p>Read the companion article: [URL placeholder]</p><p>Modo Energy's solar and battery forecasts are live at modo.energy.</p><p>You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.</p><p>Chapters </p><p>0:00 - Introduction</p><p>0:11 - Industrial heat demand and the gas problem</p><p>1:13 - One thing everyone gets wrong about thermal storage</p><p>3:14 - How the concrete thermal battery works</p><p>4:08 - Medium temperature heat and the customer profile</p><p>6:56 - Why gas boilers still dominate German industry</p><p>7:52 - Using storage to beat the gas price</p><p>10:09 - Concrete versus lithium-ion: cost and supply chain</p><p>13:10 - Degradation and the 25-year thermal capacity</p><p>16:02 - Scaling up: module size and storage capacity</p><p>16:40 - Daily cycling and storage duration economics</p><p>19:50 - Seasonal variation and running gas in winter</p><p>23:33 - Cost, savings and the five-year payback</p><p>24:36 - The ideal customer and the grid connection test</p><p>25:46 - Data centres, demand queues and grid congestion</p><p>28:02 - Flexible connection agreements and the system design gap</p><p>30:10 - Grid utilisation versus grid buildout</p><p>33:34 - Heat as a service and unlocking investment</p><p>36:04 - A contrarian view on industrial decarbonisation</p><p>Music licensed via Artlist.</p>
June 23, 2026
How Germany Decarbonises Industrial Heat - ENERGYNEST
<p>Two thirds of industrial energy demand is heat, not electricity, and most of it still runs on gas. Thermal storage converts cheap electricity into heat, stores it in concrete, and dispatches it when the factory needs it, undercutting the gas bill even though gas is cheaper per unit on average. </p><p>Alex Robertson, CEO of ENERGYNEST, joins Ed Porter to explain how a thermal battery works, why it competes with lithium-ion on cost, and why grid connections - not the technology - are the real constraint on industrial decarbonisation.</p><p>They cover:</p><p>- Why thermal storage functions like a battery on the energy markets but stores heat one-way in optimised concrete.</p><p>- The medium-temperature "frying, drying and applying" range (roughly 150 to 300C) that sits above heat pumps and below cement and steel.</p><p>- How decoupling thermal demand from the electricity price typically can cut the gas bill by around 50%.</p><p>- Why a 20-foot-container module stores about two megawatt hours, stacks three high, and loses only around 2% of capacity per day.</p><p>- Why a flexible, interruptible asset is exactly what congested grids need - and why Germany still lacks the flexible connection framework the Netherlands is rolling out.</p><p>Ask Ko, Modo Energy's AI analyst, any question from this conversation: [Ko link]</p><p>Read the companion article: [URL placeholder]</p><p>Modo Energy's solar and battery forecasts are live at modo.energy.</p><p>You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.</p><p>Chapters </p><p>0:00 - Introduction</p><p>0:11 - Industrial heat demand and the gas problem</p><p>1:13 - One thing everyone gets wrong about thermal storage</p><p>3:14 - How the concrete thermal battery works</p><p>4:08 - Medium temperature heat and the customer profile</p><p>6:56 - Why gas boilers still dominate German industry</p><p>7:52 - Using storage to beat the gas price</p><p>10:09 - Concrete versus lithium-ion: cost and supply chain</p><p>13:10 - Degradation and the 25-year thermal capacity</p><p>16:02 - Scaling up: module size and storage capacity</p><p>16:40 - Daily cycling and storage duration economics</p><p>19:50 - Seasonal variation and running gas in winter</p><p>23:33 - Cost, savings and the five-year payback</p><p>24:36 - The ideal customer and the grid connection test</p><p>25:46 - Data centres, demand queues and grid congestion</p><p>28:02 - Flexible connection agreements and the system design gap</p><p>30:10 - Grid utilisation versus grid buildout</p><p>33:34 - Heat as a service and unlocking investment</p><p>36:04 - A contrarian view on industrial decarbonisation</p><p>Music licensed via Artlist.</p>
June 16, 2026
Grid Fees and Saturation: Germany's Battery Outlook - Modo Energy
Host Ed interviews Till Stehr, German Research Analyst, and Cosima from Modo Energy's Advisory Services Team, exploring Germany's battery market saturation and future revenue streams.
281 total episodes available with 189 transcripts
Recent guests on Transmission
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Till Stehr
Guest
Cosima
Guest
Brian Lonn
Guest
Kayte O'Neill
Guest
Carmen Izquierdo Serrano
Guest
Chris Stark
Guest
Philipp Man
Guest
Hassen Bali
Guest
Pablo Martinez Serrano
Guest
Joshua Willetts
Guest
Dan Norton
Guest
Lisa McDermott
Guest
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Frequently asked questions
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- What is Transmission?
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This podcast updates daily.
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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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