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Research
Italy's gas refund narrows battery spreads, but only while gas stays expensive
Italy's planned gas refund could cut a two-hour battery's 2027 day-ahead arbitrage revenue by 0.9–1.9% in Modo's central scenario, 2.7–5.3% in the high scenario and 4.4–7.4% at current forward gas prices. Southern batteries lose most, because midday prices fall least there.
18 hours ago
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Research
SPP data center 2026 annual report: 48 GW operating and planned
Modo Energy tracks 48 GW of operating and planned data centers in SPP and forecasts 5.1 GW of added peak demand by 2030.
18 hours ago
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Market Outlook
Livestream key takeaways: European Solar Outlook
Solar plants across Europe generate at the same time, pushing prices down. In this livestream we explored negative prices, capture rates and how batteries, trackers and grid access can improve returns.
18 hours ago
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