Talking New Energy

423. Germany’s battery boom: Grid bottlenecks, merchant risk and the future of BESS

In this episode, Tom Smout speaks to Philipp Man co-founder and CEO of terralayr, about the realities shaping Germany’s battery storage market. From grid bottlenecks and evolving grid fee structures to merchant risk and hybrid revenue strategies, Philipp shares his perspective on why flexibility will be central to Germany’s industrial and energy future, and how terralayr is approaching the commercialisation of grid-scale battery storage assets.
 
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Host – Tom Smout
Produced – LCP Delta and The Podcast Consultant
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424. Inside gridX - what does scaling flexibility software actually take?

In this episode, Jon Slowe speaks to Anne Bicking, CEO of gridX, a flexibility software company operating across 15 European countries with nearly a quarter of a million connected distributed energy assets. Anne shares her journey from consulting in mobility and transportation, through grid infrastructure at E.ON, to leading a SaaS (Software-as-a-Service) clean-tech scale-up celebrating its 10th birthday.
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Host – Jon Slowe
Produced – LCP Delta and The Podcast Consultant
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241. Can Aira turn heat pumps into a software business?

In this episode, Jon Slowe speaks to Kaj af Kleen, Chief Product and Technology Officer at Aira, about how the company is rethinking heat pumps through a software-first, customer-centric approach. Drawing on his background in streaming and digital products, Kaj shares how Aira is combining hardware, software, installation and energy optimisation into a seamless home energy experience.
 
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Host – Jon Slowe
Produced – LCP Delta and The Podcast Consultant
 
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240. V2G: Hype or the next frontier of EV flexibility?

In this episode, John Murray speaks to Irene Guerra Gil from gridX and Lucinda Murley from LCP Delta about the evolving role of vehicle-to-grid (V2G) and residential flexibility in the energy transition. They explore how EVs are shifting from passive demand to flexible assets that can actively support the electricity system.
Understand the value of EV flexibility - book a demo
 
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Host – John Murray
Produced – LCP Delta and The Podcast Consultant
 
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239. Storage revenues – scaling strategies, risk and tolling

In this episode, Tom Smout speaks to Lisa Mackay at Fidra Energy to explore how battery storage developers are navigating route-to-market strategies at scale, and why tolling agreements are gaining traction.
Listen to part one.
 
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Produced – LCP Delta and The Podcast Consultant
 
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238. Tolls, floors and the future of storage revenues

In this episode, Tom Smout, Head of Storage at LCP Delta speaks to Louise Dalton, Partner at law firm, CMS UK about the rapid evolution of route-to-market agreements for battery storage, with a particular focus on tolling structures.
Listen to part two.
 
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Produced – LCP Delta and The Podcast Consultant
 
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237. Why didn’t winter 2025–26 deliver for battery revenues?

In this episode, Tom Smout and Shivam Malhotra unpack why winter 2025–26 fell short of expectations for many asset owners. Despite a strong 2025, a milder winter, rising renewable generation and increased battery deployment combined to suppress price spikes and flatten volatility, even as wind overtook gas in the generation mix while gas continued to set prices.
 
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Produced – LCP Delta and The Podcast Consultant
 
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236. Are data centres ready to flex? GridBeyond weighs in

In this episode, Jon Slowe speaks to Michael Phelan, CEO and Founder of GridBeyond and LCP Delta expert, Euan Killengray to explore the surge in data centre energy demand and how these facilities can integrate more flexibly into the power system.
Read our report to find out "How incentives can unlock flexibility in European data centres by 2030".
 
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Host – Jon Slowe
Produced – LCP Delta and The Podcast Consultant
 
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235. How decision security accelerates the energy transition

In this week’s episode, Jon Slowe talks to David Trevithick to explore how customer confidence drives the energy transition. David explains the concept of decision security, why it matters for adopting heat pumps, EVs, and solar, and how companies can design propositions to make safe choices easier for consumers.
Read our blog where we go into this in more depth.
 
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Host – Jon Slowe
Produced – LCP Delta and The Podcast Consultant
 
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234. EDF on tackling GB’s rising constraint costs

In this episode, Sam Hollister is joined by Mark Williams, Senior Advisor in EDF’s Strategy & Policy Team, and Iris Shrestha, Lead Analyst in LCP Delta’s Power Modelling Team. They discuss why constraint costs are rising in the GB electricity system, what reformed national pricing could change, and how smarter system operation could help reduce costs for consumers while supporting the clean power transition.
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Host – Sam Hollister
Produced – LCP Delta and The Podcast Consultant
 
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