Supply Chain Analyst

About Modo Energy The energy transition is the biggest infrastructure buildout in human history. Modo Energy is the data platform at the centre of it. We build the benchmarking, forecasting, and valuation tools that the world's most serious energy investors, developers, and operators depend on to make decisions. If a battery gets financed, built, or traded anywhere in the world, there's a good chance Modo data was in the room. Founded in 2019, we're 90+ people across London, New York, Sydney, and Madrid; $30M Series B, AI-native, and moving fast. This is a rare chance to join a category-defining company at the moment it's scaling globally. The Role We're hiring a Supply Chain Analyst to build an entirely new function at Modo Energy and to become the face of it while you do. Modo Energy already gives 200+ clients the clearest read on battery and power markets anywhere. Every one of those clients is also buying the hardware behind it (batteries, inverters, transformers, solar panels, wind turbines), and right now nobody owns the picture of what that hardware actually costs, today or five years from now. This role is about building that picture from scratch: tracking what equipment costs now, forecasting where it's headed, and producing the datasets and research that tell clients how their capex is going to move. To be clear on scope: this is a markets and cost-intelligence role, not a procurement or logistics one. You won't be placing orders or managing shipments; you'll be tracking and forecasting what the equipment costs across the market, and who's winning and losing share among the manufacturers making it. As our Supply Chain Analyst, you'll design the process, put your name on the output, and prove what good looks like. You'll join a brand-new Global Analytics group alongside our Global Gas Analyst, similar in spirit to that role: if you've got the market knowledge and you're itching for the chance to build something that's genuinely yours, with the autonomy, ownership, and visibility across hundreds of energy companies that a bigger company can't offer, this is that chance. This is a global role, based in London and reporting to the Director of European Product. What You'll Be Doing • Track the cost of key equipment, starting with batteries, then inverters, transformers, and solar panels, including the details that actually shape project economics: warranties, cycle rates, and contract terms. • Forecast where those costs are headed, building Modo's first supply and demand models for equipment costs that clients and Modo's own forecasting teams can build on. • Publish research on how equipment costs and terms are changing. You'll be judged on the strength of your models and on whether people actually read your work; aim to be read as widely as our other analysts. • Track global trends in manufacturer volumes and rankings, building a picture of who's winning and losing share across the OEM landscape, including regions and tariff regimes most people don't have visibility into. • Get in front of Modo's forecast teams and clients directly to explain what's happening in equipment markets and what it means for their numbers. • Help define and expand this new research area as it grows: batteries first, then transformers, inverters, and solar panels. What We're Looking For The Essentials • 3 to 5 years' experience in supply chain analytics, ideally with batteries: enough to have real market judgement and existing relationships with the people who sell this equipment or know how to source it, but not so much that you've already moved into management. • An entrepreneurial, self-starter mindset. You'll be sourcing data from OEMs and industry contacts who don't always want to share it, and deciding what's worth tracking before anyone tells you. • Comfortable building tools and workflows with AI. Expect to lean on it heavily for the data analytics side. Deep equipment-market fluency is the rarer skill, and the one that will set you apart. • The confidence to hold your own with Modo's forecast teams and with clients directly: you'll be the person people turn to when they want to know what equipment is actually going to cost. • Something that makes you stand out. That could be a strong academic record, a name brand employer, or a serious personal pursuit. The common thread we're looking for is someone who has shown they can commit to something and see it through to mastery. Nice To Have • Existing relationships with OEMs, or with people who sell or track this equipment. • Familiarity with wind or solar supply chains alongside batteries. • A real interest in the wider energy transition and how equipment costs feed into it. What You Can Expect From Us At Modo Energy, we believe that exceptional work deserves exceptional reward. We're a high-performance team; ambitious, collaborative, and genuinely motivated by the scale of what we're trying to build. You'll have real ownership from day one, work alongside some of the brightest people in the industry, and be part of a company that's defining a new category in the global energy market. We're hybrid: everyone works Tuesday to Thursday in office, with Monday and Friday flexible. We offer top-of-market compensation, equity for every employee, and the space to take your career wherever you want it to go. We're looking for people who want to do the best work of their careers. If that's you, we want to talk.