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.

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Forecasting When the Grid Has No Margin for Error with Sean Kelly (Amperon)

Transmission