Podcasts about composites

On this episode, Steve Starner, CEO of Continuous Composites, joins the show to discuss how their company is scaling its CF3D technology for aerospace, defense, hypersonics, UAVs, and other mission-critical applications. CF3D is a next-generation manufacturing technology that combines continuous fiber composites, automation, and software into a single digital manufacturing process. Before joining Continuous Composites, Steve […] The post CF3D: The Next Generation of Composites for Mission-Critical Performance – Interview with Steve Starner of Continuous Composites first appeared on Composites Weekly. The post CF3D: The Next Generation of Composites for Mission-Critical Performance – Interview with Steve Starner of Continuous Composites appeared first on Composites Weekly.

On this episode, Trevor Smith, founder and CEO of Atomic-6, joins the podcast. Atomic-6 is an advanced composite solutions manufacturer revolutionizing mobility in extreme environments. They're creating everything from impact-resistant spacecraft shielding and deployable solar arrays to thermal management systems that help spacecraft survive in some of the harshest environments imaginable. Atomic-6 also just launched ODC.space, the […] The post From Composite Space Armor™ to Orbital Data Centers: Interview with Trevor Smith, founder of Atomic-6 first appeared on Composites Weekly. The post From Composite Space Armor™ to Orbital Data Centers: Interview with Trevor Smith, founder of Atomic-6 appeared first on Composites Weekly.

On this episode, Mandy Clement of James Cropper and David Tilbrook of Hexcel join the show to discuss how their companies are working together through the ECCA, to advance the development of high-value composite materials made from recycled carbon fibre that support both performance and circularity across aerospace, automotive, and mobility sectors. The European Circular Composites Alliance (ECCA), led […] The post Advancing Circular Composites: How James Cropper and Hexcel Are Driving Recycling Innovation Through the ECCA first appeared on Composites Weekly. The post Advancing Circular Composites: How James Cropper and Hexcel Are Driving Recycling Innovation Through the ECCA appeared first on Composites Weekly.

On this episode, Scott Lewit and Joni Richards of Structural Composites, Inc., join the show to discuss one of their latest projects, which includes a $9 million contract with the U.S. Army Corps of Engineers for the Canaveral Fiber Reinforced Polymer (FRP) Sector Gate Project at Port Canaveral. It represents a significant milestone in the adoption […] The post Inside the $9 Million FRP Sector Gate Project: Interview with Scott Lewit and Joni Richards of Structural Composites first appeared on Composites Weekly. The post Inside the $9 Million FRP Sector Gate Project: Interview with Scott Lewit and Joni Richards of Structural Composites appeared first on Composites Weekly.

Das Video zur Folge findest du hier YouTube Kanal abonnieren und keine neue Folge mehr verpassen Zusammenfassung In dieser Folge der Evolution Radio Show spricht Julia Tulipan mit Heilpraktikerin, Osteopathin und Human-Design-Coach Nina Landwehr über ein Selbstverständnis-Tool, das viele zum ersten Mal hören: Human Design. Nina beschreibt es als "energetische Landkarte deiner eigenen Persönlichkeit" – ein System, das Elemente aus Genetik, Quantenphysik, Astrologie und Chakrenlehre kombiniert, um angeborene Potenziale sichtbar zu machen, Konditionierungen zu erkennen und – das zieht sich als roter Faden durch das Gespräch – authentische Entscheidungen zu treffen: vom Kopf zurück in den Körper. Zur Einordnung erklärt Nina den Hintergrund: Begründer Ra Uru Hu, die Idee, dass von der Sonne ausgehende Neutrinos auf dem Weg zur Erde die Planeten kreuzen, und dass sich aus Geburtsort, Geburtszeit und Geburtsdatum eine "Persönlichkeitsseite" sowie – rund 88 Tage vor der Geburt – eine "Designseite" konstellieren. Daraus ergeben sich Typ, Profil und die Frage, wo im Körper man Entscheidungen trifft. Wichtig ist ihr dabei die Doppelnatur des Ansatzes: eine spirituelle Ebene (Chakren) trifft auf handfeste Coaching-Psychologie – und Human Design "ist nicht alles", es bügelt körperliche Themen nicht weg, sondern verschafft im Coaching leichteren, individuelleren Zugang zum Menschen. Konkret werden die vier Typen vorgestellt – Manifestoren, manifestierende Generatoren, Projektoren und Reflektoren – sowie die sieben inneren Autoritäten als Art und Weise, wie wir über den Körper entscheiden: sakral im Jetzt, emotional über Hoch- und Tiefphasen der Emotionskurve bis zur Neutralität, über die leise Milz-Intuition oder als Mondautorität über einen ganzen Mondzyklus. Für manifestierende Generatoren bringt Nina den für sie wichtigsten Satz auf den Punkt: "Entweder es ist ein Hell-Yes – oder ein Fuck-No." Sie zeigt, warum Mond- und emotionale Autoritäten Bedenkzeit brauchen und das auch kommunizieren dürfen, gerade beim Autokauf, beim Wohnungskauf oder bei einem Retreat. Besonders praxisnah wird es bei den Coaching-Beispielen: Nina erzählt von ihrem eigenen "Aufatmen", als sie sich als manifestierenden Generator erkannte – jemand, der viele Bälle in der Luft hält und nicht alles "bis aufs Blut" zu Ende bringen muss. Sie spricht über ihr offenes Emotionszentrum, das fremde Emotionen so stark aufnimmt, dass Grenzensetzen und Konfliktfähigkeit zur Lebensaufgabe werden. Sie beschreibt MG-Kinder, die sich durch Hobbys ausprobieren, einen einjährigen Manifestor, der sich in der Kita sofort beruhigt, sobald er informiert statt übergangen wird, und die Kollegin, die für eine Präsentation eine Woche brauchte, wo Nina zwei Stunden brauchte – bis das Verstehen des anderen Energietyps den inneren Vorwurf auflöste. Ihr Plädoyer: aufhören, sich zu vergleichen ("Du bist kein Freak of Nature"), und Human Design nie als Ausrede missbrauchen. Zum Abschluss geht es um die Anwendung – von Human-Design-Apps, Chart-Portalen und Composites bis zu den Originalbüchern von Ra Uru Hu – und um den Wert eines Coaches, der die Landkarte interpretiert: welches Zentrum tatsächlich konditioniert ist, welche Glaubenssätze (auch rund um Ernährung und Bewegung) aufzulösen sind, damit man in der Informationsflut nicht untergeht. Nina arbeitet im Einzelsetting, online und in Präsenz in Süddeutschland, und bietet bewegungsbasierte Coaching-Formate sowie Retreats an Naturorten wie dem Allgäu an. Eine Folge für alle, die sich selbst – und die Menschen um sie herum – besser verstehen wollen, statt zu funktionieren. Was du lernst

The closure of the Strait of Hormuz is sending shockwaves through global supply chains—particularly across petrochemicals, resins, and composite materials. With nearly 20% of the world's oil and a significant share of polyethylene, polypropylene, and key chemical feedstocks moving through this critical chokepoint, disruptions are already driving price volatility, supply shortages, and shifting sourcing strategies. […] The post The Strait of Hormuz Conflict and the Future of Global Supply Chains first appeared on Composites Weekly. The post The Strait of Hormuz Conflict and the Future of Global Supply Chains appeared first on Composites Weekly.

Joining the podcast this week is Bruce King, an engineer, author, filmmaker, and one of the leading voices in sustainable and bio-based building materials. He is the author of the book Build Beyond Zero: New Ideas for Carbon-Smart Architecture.  Bruce spent more than 45 years in structural engineering, working on everything from high-rise buildings to resort projects, […] The post Beyond Concrete: Bio-Composites, Algae-Based Cement, and New Ideas for Carbon-Smart Architecture first appeared on Composites Weekly. The post Beyond Concrete: Bio-Composites, Algae-Based Cement, and New Ideas for Carbon-Smart Architecture appeared first on Composites Weekly.

Matthew Stead recaps WindEurope Madrid and Blades Europe Edinburgh. Plus Suzlon unveils its Blue Sky platform for Europe, Muehlhan consolidates six specialist firms, and Mingyang keeps hunting for a European home. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Speaker: [00:00:00] The Uptime Wind Energy Podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts.  Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, who is back in Australia, but not at home. He’s up in Queensland. Or actually, not even on– in Queensland, technically. He’s on an island off the coast of Queensland. Where are you at, Matthew?  Matthew Stead: Uh, Moreton Island. It’s, uh, like a resort island off, uh, off of Brisbane, so beautiful outside.  Allen Hall 2025: Well, you need a little bit of resort time because you’ve been to two conferences, and you spent a good bit of time in Austria after that. So you were at WindEurope in Madrid, and then following that, you went right over to Scotland for Blades Europe. So I wanna hear your thoughts. We’ll start with, uh, WindEurope and what was going on at that conference. It did sound like there was a pretty [00:01:00] good attendance, and some people that I have talked to about it really en-enjoyed being in Madrid. It’s just  Matthew Stead: a bigger city. Um, first time I’d ever been to Madrid, and, uh, yeah, the show was amazing, actually. I was, I was a bit blown away by, uh, I think the OEMs were back out in force. You know, so like the Vestas, Siemens were, um, really– and Nordexes and so forth were really back out in force, so that was really good to see. Um, the, some of the larger operators had really, really strong presence as well. So you could see that, you know, Iberdrola, Res, um, those sorts of companies were, um, really, you know, putting a big effort in and meeting their customers and, um, really showing, uh, the world who they were. So that was really, um, you know, really good to see. There were so many people seriously. Um, the queues for food at lunch were, were, um, one of the major problems. Um, so, um, yeah, it was really a lot of people, so that was really exciting. Um, and I mean, for me, I was [00:02:00]trying to catch up with, with partners and friends and, yeah, it was, it was jam, jam-packed just meeting people in the industry. Um, probably a few other things. So s- you know, SkySpecs and Aerones had a really strong, um, presence there. So, um, SkySpecs and Aerones were, were doing really well. Um, maybe one of the, um, surprises for me, and I know this has been a topic on a few other previous episodes, was there was a lot of interest in bird and bat detection. I, I, I think there had to be, like, five companies that were, were– had really big setups, and it was a really, really big topic around cameras and so forth. So, um, that was a, a big topic. And, um, then there, there was a really, really strong, you know, supply chain, you know, from, from vessels to cables to, you know, repairs. Allen Hall 2025: What was the ratio of offshore companies to onshore companies? I’m always curious.  Matthew Stead: You’re looking through the, the list. Um- I would, I’m only guessing it [00:03:00] was probably about 40% had an offshore focus of some kind. So it was definitely a strong offshore focus. Um, obviously, you know, a lot of onshore, offshore combined companies. But yeah, definitely the word offshore kept on popping up a lot.  Allen Hall 2025: Because Spain is mostly onshore. Like, um, like 99% onshore, right? I think it’s a couple of small projects going offshore. Does it look like the onshore business is gonna pick up, uh, just in terms of the activity on the floor in Madrid?  Matthew Stead: Uh, yeah. Um, I, I think, you know, like I said, you know, those big operators like the REZAs and the Iberdrolas and, and the OEMs, I, I think it’s just a given that, um, you know, things are buoyant. Um, well, they appear to be definitely very buoyant. Uh, I think we’ve heard, you know, some of the positive, um, financial news from a few of the OEMs recently. So yeah, yeah, it seems like o- onshore is, is maturing further, further, further. And so you went straight  Allen Hall 2025: from Madrid, right, to [00:04:00] Edinburgh, Scotland. That was a change in weather, I would assume. Uh, probably about a 20 degree Celsius difference. 25 down to 15, yes. Whoa. Okay. Yeah, that’s a good bit. Uh, but the Edinburgh conference, that’s the first time that Blades Europe has been to Edinburgh. I, at least I don’t remember them being there before. That tends to be a more technical conference than Wind Europe. Uh, the, the Blades conference is obviously focused on blades, and all the relevant experts in Europe do tend to show up there. What were some of the hot topics at Blades Europe this year? Matthew Stead: Yeah, I think it was, um, an interesting conference. Um, I, I’d been to Blades USA, so I was able to contrast, um, Blades USA a little bit. I think probably the differences here were, yeah, there was definitely some strong, strong, uh, experts there, like you say. Um, you know, Birgit, um, our friend was, was in attendance and a few of her colleagues from Statkraft. Um, I think, and or, uh, actually ORE Catapult, the, the [00:05:00] UK research, um, offshore renewable energy research, um, they did some great presentations. I really, um, they really shared some really good insights. So, um, ORE Catapult were talking about life extension and, um, you know, looking at the, the fatigue on blades and, uh, how they’re, how they’re going to perform and life extension. So some great stuff from ORE Catapult there. Probably another key topic that came up was around, uh, sort of related to life extension, but also recycling. The, there was a really good session on the new IEC standard. Um, um, to, you know, full disclosure, I was actually on the panel. So I, I thought it was a great panel. But, um, the new IEC standard for blade operations and maintenance, um, is really well a-advanced now in its development. Um, very strong risk focus, you know. So depending on the risk then drives your, your blade O&M program. [00:06:00] Um, so that was a, a great talk as well. Uh, and then maybe finally, um, something close to my heart, um, I think the, the, you know, the maturity of CMS companies. There actually, there were five blade CMS companies there, which is probably the biggest turnout I’ve seen around blade CMS, um, ever. And so it was good to see that sort of, um, interest and growth, um, and the need for, for blade CMS. Uh, and, um, obviously the last one, lightning. So lightning always an issue. Lots of discussions around lightning, um, you know, through Greece and a few of the, the, the Balkan go- Balkan states. On the blade recycling front, there’s a  Allen Hall 2025: company in Scotland called ReBlade that is involved in some of the recycling efforts. Did they give a presentation of, of what they’re up to at the moment? Matthew Stead: Uh, yes, I think they did. Um, they’re talking about setting up a, a site in a, a [00:07:00] couple of sites, and I think Inverness was the, the location where they’re, where they’re setting up a site. The, um, the port is supportive, so they’re working through those, those, those challenges. You know, getting a site, getting transport and access to the blades. Um, working out when, when the, when the blades will come to them. You know, the storage of blades. Um, the, the end, end uses for those blades. Getting all that supply chain, um, lined up was, you know, yeah, it was, that was quite thorough and quite, um, yeah, inspiring.  Allen Hall 2025: And on the CMS side, what are operators trying to monitor? ‘Cause usually have something in mind that they’re going after.  Matthew Stead: For better or for worse, there’s still some serial, um, failure modes. Um, and so the industry is looking at very particular, you know, challenges that, um, certain make and model have. Um, so root insert failures was definitely one of those, um, one of those topics. Um, and that was actually one of the, the, the [00:08:00] roundtable discussions at, uh, Blades Europe. Some other, um, monitoring around, you know, lightning and- lightning damage and what’s happening with the LPS. That was also, uh, another big topic for, for monitoring. And then a few other sort of general, more, more general, um, you know, natural frequencies of blades and seeing if the natural frequencies are changing, indicating a change in stiffness, which relates to potential damage. So yeah, there was– it was quite a mix of the types of, um, CMS that was discussed.  Allen Hall 2025: Has the digital twin finally died? Anybody talk about that?  Matthew Stead: There’s actually a current call-out for a new research project in Europe around digital twins. So, um, yeah, one of the larger, one of the larger operators is, is putting, pulling together a team to talk about digital twins, so-  Allen Hall 2025: I, I think this is one of the more difficult things to do, but just because you’re dealing with a variety of blades and blade factories and unique issues that pop up that are…[00:09:00] You, you really can’t model until after they happen. And after they happen, everybody knows about them anyway. So what’s the point of the digital twin if you can’t detect things early? It, it, it is a great concept, but hard to implement.  Matthew Stead: Yeah. And why? Why would you do it? I mean, you, you’re only gonna do it if there’s a benefit, and what is the benefit? So, but I think, uh, actually at Blades Europe, digital twins was not really a topic. And maybe one thing I forgot to say is that the, um, Wind Power Lab did a, a good, um, presentation on carbon blades as well, so.  Allen Hall 2025: The, the carbon blades are, is a very good discussion, just because the trend has been lately to scrap blades and bring new ones on site. And the carbon can be difficult to repair, or it takes a long time to repair, and you just don’t have the manpower or woman power to go out and fix it. So the, the fastest option is to build a new blade. But it does leave a lot of blade waste, which is where the industry is not going. Uh, recyclable blades, which is [00:10:00] in process at the moment, will make that easier, but you just don’t wanna be recycling blades. You like to be able to repair them. Composites are repairable. And it’s, it is so odd that they, they wanna continue on that pathway, but we’ll see. We’ll see. You don’t really learn the lesson until you do it.  Matthew Stead: Um, however, you know, the, the presentation on carbon blades was, um, you know, highlighted a lot of the challenges, but also highlighted some of the positives and the, you know, how they do help. Um, and so there was a lot of support for carbon blades, but there’s a lot of unknowns and, um, and there was a lot of discussion around how do you even test if the LPS is working. Uh, it’s just impossible. So, you know, traditional methods on carbon blades, yeah, it just don’t work. So, um, but there was a lot of support that the carbon does bring benefit. But yeah, I agree with you. There’s a lot of challenges there.  Allen Hall 2025: That’s one of the things we learned years ago back in the late ’80s, early ’90s when we, at least in, in the [00:11:00] States, started building a number of carbon fiber aircraft. And the repair situation and dealing with repairs in, in remote locations became difficult. And you’ve learned how much training it took to keep an industry running, and you’re starting from zero for a lot of places that all he had worked on was aluminum. It, it’s a completely different world. You’re, you’re training tens of thousands of technicians around the world. You weren’t planning to go do that, and now you are. So it just, it adds to the cost.  Matthew Stead: It also ties into the OEM, um, you know, providing, you know, details on how to repair those blades because they’re not, they’re not just a standard item, so-  Allen Hall 2025: No, you, you don’t wanna be grinding into a protrusion if you can avoid it. It- you’re just never gonna get it back into that original form because protrusions are in some part magic. And taking a grinder to them is not gonna… It’s breaking the magic. All the magic will be leaving that protrusion when you do that. Yeah, very [00:12:00]difficult. Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions. Well, as we know, the wind industry has long been dominated by a handful of European and American turbine makers, uh, particularly in the, quote-unquote, “West.” Uh, but that landscape may be [00:13:00] shifting. Suzlon, the Indian turbine giant that nearly collapsed under about a $1.5 billion of debt just a few years ago, is back. The company has unveiled a new turbine platform aimed squarely at Europe, and says it will build its first factory on the continent if it wins enough orders. Vice Chairman Girish Tanti, uh, delivered the announcement at the WindEurope conference in Madrid, where Matthew was Signaling that Suzlon believes its time has come. And since you were there, Matthew, did you hear any news on the floor, any discussion on the show floor about Suzlon entering Europe?  Matthew Stead: Well, actually, yes. So, um, um, there was actually a good, uh, contingent of Suzlon people at, uh, Blades Europe. So, uh, they attended, uh, Wind Europe and then Blades Europe. Um, and I, you know, I was able to have a bit of discussion with them. I think, I think, uh, they were quite optimistic about, um, [00:14:00] you know, moving back or moving into, into Europe in terms of manufacturing. Um, however, there was an element of skepticism. Am I allowed to say that? So they, uh, were, they were not completely, um, convinced that it’s gonna happen, but, uh, they were certainly excited by that. It was definitely a, a clear possibility, but not a given.  Allen Hall 2025: Well, they have a, a new platform called the Blue Sky platform, um, which will have, I think, two turbines here, a 5 megawatt and a 6.3 megawatt, which is squarely aimed at Europe and also the United States, for that matter. And building a factory, though, doesn’t make a lot of sense if the cost driver for a factory in Europe is the European employees, which it tends to be when you hear the discussions about the cost structure, it’s about the employees. I’m not sure why Suzlon would make blades or nacelles in Europe unless they could avoid tariffs or taxation, because India is a very [00:15:00] cost, uh, driven, uh, manufacturing facilities writing country. So why would you wanna go build another expensive factory, probably in the realm of a couple hundred million pounds, uh, if you’re gonna go do it? It probably doesn’t make any sense to do that as well as just selling turbines into Europe. It seems like the easier path.  Matthew Stead: Yeah. And then you’ve got all the, like, the quality control challenges and, you know, you get the cultural challenges. So yeah, to be honest, I don’t qu- I don’t quite understand the logic behind that either. Um, maybe there’s, there’s some things that we don’t know about behind the scenes in terms of tariffs and other, other incentives that we don’t know about.  Allen Hall 2025: Would you see operators taking, uh, a Suzlon presentation and maybe even writing plans for developing with Suzlon turbines in the next couple of years? Is that a, a feeling that Europeans would, would do that, or is Vestas mainly and Siemens Gamesa so strong in Europe that it doesn’t make any sense unless [00:16:00] you’re in sort of the periphery countries of Europe?  Matthew Stead: I mean, my first exposure to a wind turbine was a Suzlon turbine in Australia, and there are many, many, many Suzlon turbines in Australia. And they’re all, they’re all still working. They’re all still reliable. So I mean, from a reputation and reliability and, um Yeah, history point of view, I can’t see why not. I mean, you know, uh, the operators will see that, you know, they’ve proven themselves. They’re not new kids on the block. Um, and so why wouldn’t an operator think about it? Allen Hall 2025: Well,  Matthew Stead: in  Allen Hall 2025: this quarter’s PES Wind magazine, which you can download for free at peswind.com, there is a nice article from Muelhen Wind Services, and that is a growing company. A lot going on there. Our friends at AC883 just joined Muelhen a f- few months ago, and is being part of that conglomerate. And, and we know that obviously building wind farm used to mean [00:17:00]consulting with dozens of contractors, and this is where Mue- Muelhen has really s- stepped into the breach here. So from blade repair at one company and heavy lift cranes at another company, all that had to be managed separately. You’re calling s- different companies all the time. And watching asset managers and site supervisors do this, uh, it is a thankless job. Well, Muelhen’s trying to change that a little bit, uh, and they’re saying that that model no longer works, and I totally agree with them. It’s insane. Uh, but so Muelhen has consolidated six specialist firms under its one brand, and covering everything from port pre-assembly to long-term operations and maintenance across Europe, the US and Canada, uh, and Asia-Pacific. Its CEO, Søren Hoffer, uh, puts it plainly, “The next phase of wind will not be won by turbine size alone. It will be decided by the supply chain’s ability to execute.” Boy, [00:18:00]couldn’t say truer words. Uh, I’ve worked with Muelhen or my company, Weather Guard Lightning Tech, has worked with Muelhen on a couple of projects over the years, and we’ve always had, uh, great service from them, and we have talked to a number of operators that love them, that love using Muelhen. So it’s not a surprise that they’re trying to grow and expand and make life easier for the operators.  Matthew Stead: Sounds like a brilliant move, really. I mean, you know, pulling all these sort of things together is, is a real challenge, isn’t it? I mean, coordinating all these subcontractors, um, getting to turn up at the right time, and yeah, I mean, it just sounds like a brilliant move, and I think that we need more, more, more efficient service companies to service the growing fleet. So the more they can get organized, the better.  Allen Hall 2025: Yeah, the scale matters here, and the expertise matters. As we’ve have a couple hundred thousand turbines that are [00:19:00] operating in the, quote-unquote, “West,” it does make sense to have a larger player that has seen most of those turbines and has some experience with them. It’s always the scary scenario when you’re working with a new company. Have they been on this turbine before? Do they know what they’re doing? Do they know- Lockout tagout. Even simple things like that come to the forefront. And the, the trouble is on some of these smaller companies that are in that business is that, uh, you just don’t get the level of service, you don’t get the level of response, you don’t have the horsepower if something were to, to go wrong on site. They don’t have the cash to, to bring in a second crane or another crew to get this job done. It, it does become scale at some point. And, uh, for a long time in the wind industry, particularly United States, it, it has been a lot of, quote-unquote, “mom-and-pop operations,” and those are slowly getting acquired by the likes of Muehlhan. I, I, I think this is inevitable at some point. Uh, from the asset owner’s, uh, desktop watching this go on, [00:20:00] how do you see, you know, a large operator interfacing with Muehlhan? Are they gonna do just one-stop shopping at this point? They’re, they’re not gonna have three or four different companies to work with, that they’re just gonna lock into, uh, Muehlhan? ‘Cause, uh, that’s what I see.  Matthew Stead: Yeah. I, I think, you know, from the, the WOMA Conference in, in Melbourne, we saw a bit of a, bit of a shift towards, um, outsourcing, at least in Australia Pacific region. And I mean, if, if you’re gonna outsource, um, you’re, you’re probably gonna join up with a, a Muehlhan, um, equivalent. So, you know, that way it just takes some of the risk out of, out of it, so it, it sort of makes sense. Um, the other observation I’ve heard is that, you know, because of the seasonality of blade repairs, it’s really hard to keep hold of, um, blade techs. And so if you’re a global company, you’ve got at least some opportunity of using the ses- seasonality and keeping hold of the good techs and, um, you know, so, you know, you know, summer in, in North, North, uh, America, and then, you know, summer in [00:21:00] Australia. So it, it, it allows these company, allows these companies to keep hold of their good people.  Allen Hall 2025: Yeah. And that, that’s always been the yearly problem, right? That you have a, a crew of a couple good crews in the summertime, and you come back the next summer and it’s a whole different group of people and yeah, that, that, that’s trouble for the industry. Well, a- and it’s good. It’s fi- it’s finally good to see this happening, and I know, uh, we’ve talked about it internally here at Weather Guard of who to work with and who to partner with. We like working with companies that have scale, and I think we’re finally there. So it’s really interesting to see this article from Johan in PES Wind. So if you, if you haven’t read the article, you should go visit peswind.com and take a look. There’s a lot of great content in this quarter’s issue, and y- you don’t wanna miss it. So go to peswind.com today. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers [00:22:00] a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So when, when the energy prices spike like they’re happening right now, uh, the Iran war being one of the main drivers, and obviously gasoline prices have jumped quite a bit, here’s what happens. The China’s clean energy sector goes to work, and they’re racing to make connections and make sales. As electricity prices jump up, gas prices jump up, everybody wants to try to find a cheaper way to provide energy to their countries or locales. Uh, China’s there to offer it. So it’s solar panels, batteries, EVs, and even wind turbines are, are looking for homes out of China. Uh, for European wind professionals, [00:23:00] the most important part comes from Mingyang, right? So they were unable to get a production facility in Scotland, but they haven’t given up yet. They are still searching for a home somewhere in Europe. And as of today, I don’t think they’ve found it. They’re s- I think they’re still looking for some country to host them. But how long is that gonna go on, Matthew? I, I think with the domination of Vestas and Siemens Gamesa in Europe and Suzlon trying to make an entry, will Mingyang and other Chinese manufacturers eventually find a home?  Matthew Stead: It’s interesting. I think, uh, if you look at the airline industry, you’ve always had premium providers, and you’ve always had low-end providers, and I think there’s always a place for all of them. And so I re- I reckon they’ll find, I think they’ll find their place in, in the market and just, you know, it might just take a while. But they’ve got the strength, haven’t they? They’ve got the product. They’ve got the strength. So it’s just a matter [00:24:00] of time.  Allen Hall 2025: Yeah. I, I, I d- I do think eventually it will happen. But Vestas and, and Siemens Gamesa have done a pretty good job of controlling it, and wind Europe, honestly. Wind Europe has not been a proponent of a Chinese manufacturer in Europe, so that generally will help slow down any business plans they would have But at the same time, there’s a lot of opportunities around the world that’s not necessarily in Europe, right? South America has strong ties with China. They’re– And Chinese companies are, are starting production in China. There’s a lot th- things happening there. You’re gonna see that in Africa and other places. So it doesn’t necessarily have to happen in Europe, which is, I think Europeans and Americans think, “Well, we can’t have China in those locales.” Fine. But it isn’t like China doesn’t have other opportunities to, to sell turbines or solar panels or batteries. There are plenty places on the planet where  Matthew Stead: people that  Allen Hall 2025: need  Matthew Stead: lower cost energy, and they’re gonna find them. Um, I did attend a, a panel [00:25:00] discussion on Türkiye, um, and the growth, and there was a lot of growth in Türkiye around onshore and offshore. And so maybe Mingyang, that might be a, a place, um, for them to, to start, you know, on the doorstep of, of Europe. The stepping stone, so to speak. Stepping country.  Allen Hall 2025: Is there risk in that, uh, uh, if, uh, uh, Mingyang decided to put a plant in Türkiye? Is, does that come with some political aspect? Because I, I, I don’t remember. Türkiye t-tends to play, uh, uh, k- kind of like Switzerland in, in terms of working with different, uh, political systems over time. Yeah.  Matthew Stead: I, I’ve had a bit more to do with a few, a few, um, sort of organizations in Türkiye recently and, um, you know, it’s highly professional, highly, you know, logical, and so I, I can’t see why it’d be a challenge. So I think, yeah, that stepping stone into Europe might be a, a logical way to go. Well, maybe  Allen Hall 2025: we’ll see that in the next [00:26:00] couple of months. I don’t know. There’s gonna be a lot to happen there. There’s so much money being spent in Europe on renewables, wind, solar, battery, all the above, that there’s plenty of opportunity, and every company that has a product that’s gonna be trying to sell it in Europe right now. It’s a smart move. Absolutely.  Matthew Stead: I think the other thing that we’ll probably be talking about a little bit more is EV trucks or, you know, electric trucks.  Allen Hall 2025: You think so?  Matthew Stead: I reckon we’ll be talking more and more about electric trucks.  Allen Hall 2025: Does Europe even have a, a le- a real true EV tractor-trailer, large truck? What do they call… I guess they call it a lorry.  Matthew Stead: I don’t think yet. But that’s why I’m saying I think this is a topic that’s gonna raise itself. Um, I’ve, I’ve seen some numbers recently which says that it’s a bit of a no-brainer to go from diesel to, um, to battery now.  Allen Hall 2025: So is Tesla gonna be the, the winner there just because of their, I don’t even what they call it, the Tesla truck? Is that what they call that now?  Matthew Stead: Not the Cybertruck, the, the truck truck.  Allen Hall 2025: Electric semi-truck. There you go. [00:27:00] Thank you, producer Claire.  Matthew Stead: I think you’ve gotta watch, you know, you’ve gotta watch BYD and a few of the other, the other, um, other companies.  Allen Hall 2025: Do they have something as large as what, uh, Tesla is offering today? Because Tesla is offering a true semi or tractor-trailer  Matthew Stead: I, I, I must admit I’m not a, a huge expert on the topic, but I’m sure Rosemary is.  Allen Hall 2025: She drives the big rigs? Is that what she’s doing?  Matthew Stead: But I think we– Yeah, I think, I think it’s an in-interesting thing to watch because, um, certainly fuel prices in Australia are definitely pushing, um, this idea of, um, electric trucks. Allen Hall 2025: Yeah, diesel prices are really high in the States. I- if they’re high in the States, I can’t even imagine what they are in Europe or Australia. They must be through the roof. So if you have a diesel vehicle, although they run forever and are pretty efficient, the price of fuel is insane right now.  Matthew Stead: And, you know, if you, if you take that a step further into mining, so Twiggy Forest, um, and Fortescue, you know, switching to [00:28:00] electric, uh, trucks and electric mining, yeah, it makes sense. Allen Hall 2025: Does the math work out on that? Uh, obviously Fortescue is taking, uh, really a pretty significant risk in that they’re developing their own electricity generation sites via wind and solar and battery, the whole thing, and they’re converting some of their larger vehicles to electric. Does that hold a big risk, or is this just a financial no-brainer, particularly when diesel prices are so high? Matthew Stead: Yeah, I think it’s a financial no-brainer. Uh, and that’s why partly I think we’ll be talking about trucks because, you know, once the finances make sense, um, there’ll be a faster transition. And I think, you know, Fortescue is not a silly company.  Allen Hall 2025: Fortescue is willing to dabble, right? So they’re willing to, to see where the technology is and spend a little bit of money and possibly it works out, right? I think there’s– you have to take a little bit of risk if you’re in that business because you are spending so much money on fuel. [00:29:00] You can spend a couple million dollars playing in different areas to pick an eventual winner. Obviously, they’re gonna– Well, it’s not obvious at the moment, but it, it seems obvious to us being on the electricity side. Electricity is gonna be the answer. Renewable energy is gonna be the easy way to do it, the lowest cost way to do it. There you go. Go do it. Well, American Clean Power’s event, uh, which is in Houston this year, will be happening June 1st through the 4th at the convention center downtown in Houston. It’s gonna be warm, everybody, so if you’re traveling from a cooler country like Denmark to Houston, bring something cool to wear. It will be warm in June. It, it– Houston is just a very warm place, and it’s quite humid, so it’ll, it’ll be a, a unique environment. However, it does sound like there’s gonna be a, a, an– A number of interesting companies and a lot of people that are attending that event this year, and one of them is gonna be Matthew and EOLOGIX-PING with Weather Guard Lightning Tech will [00:30:00] both be down at the event in a booth and seeing everybody and, and, and meeting a whole bunch of, of, uh, new people that are getting into the industry, which is, to me, is always the fun part. Like, we just meet so many really fun people. Uh, and Matthew, you know, we had a discussion internally about that, like, uh, our, our new, uh, chief commercial officer, Nikki Briggs, has been commenting. We’ve been talking to so many operators around the world, and after every, uh, little meeting briefing that we have, we do a post-briefing, and she goes, “They were so nice.” And I s- yes, Nikki, the wind industry people are fantastic to work with. Like, they’re all focused on doing something positive, and they’re trying to, to do it the best that they can. And there’s a lot of constraints to it, and they’re making a number of hard decisions. But when we all come together at American Clean Power here in the States, hey, we can kinda commiserate and [00:31:00] talk about what’s happening and catch up. And I feel like we need a little bit of catch-up time in this industry, particularly here in the United States.  Matthew Stead: Yeah. Yeah. I, I think, um, I, I definitely agree. And I, I found, you know, previously I used to work in the construction industry and work with engineers and, you know, transport, blah, blah, blah, blah, blah. And actually, I found that the renewable industry, there’s a lot of really open people, really happy to have a discussion, um, not the big egos, so I completely agree. And, um, I’m thinking back, um, I first met people in the wind industry in, you know, around 2012, 2013, and, you know, I still know a number of those people and really appreciate catching up with them. Um, so actually, Berend van der Pol was probably one of the first, and, uh, Birgit Junker was, um, maybe one of the second, so yeah. And I’m definitely looking forward to ACP.  Allen Hall 2025: If you’re, if you’re down in Houston at American Clean Power, definitely stop by a- and say hi to everybody from [00:32:00]EOLOGIX-PING and Weather Guard Lightning Tech, and hey, learn about all the things that are going on because both companies have new products that’ll, were gonna be announced at the site. Uh, we’re already getting inundated with requests on the Weather Guard side. It’s insane. We’re telling people, like, “Slow down, slow down, slow down. We’ll, we’ll, we’ll talk to you about it when we get to Houston.” But, uh, expect a very attentive audience this year, which is exciting. That wraps up another episode of “The Uptime Wind Energy Podcast.” If today’s discussion sparked any questions or ideas- We’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:33:00] Podcast.

Joining the podcast this week is Rush LaSelle, CEO of Fathom Digital Manufacturing.Rush is a veteran leader in advanced manufacturing with more than 30 years of experience scaling digital manufacturing, automation, and additive technologies across aerospace, defense, healthcare, and industrial markets.  His expertise spans additive manufacturing, automation, robotics, advanced materials, and mission-critical manufacturing operations, giving him a […] The post AI, Automation, and the Future of U.S. Manufacturing: Interview with Rush LaSelle first appeared on Composites Weekly. The post AI, Automation, and the Future of U.S. Manufacturing: Interview with Rush LaSelle appeared first on Composites Weekly.

On this episode, Kyle Jordan joins the show to share some updates on the ACMA’s Certified Composites Technician programs. Kyle is Director of Certifications with the ACMA. He’ll be discussing some of the new digital training options launched over the last couple of months, including those for CCT recertification.  You can learn more about these […] The post The Future of Composites Workforce Training – Updates from Kyle Jordan of ACMA first appeared on Composites Weekly. The post The Future of Composites Workforce Training – Updates from Kyle Jordan of ACMA appeared first on Composites Weekly.

Are we overcomplicating posterior composites? Are those beautiful fissures and stains actually helping the patient… or just us? Why does that “perfect” restoration suddenly need 20 minutes of occlusal adjustment after rubber dam removal? And how can we make functional, predictable composites without burning time or stress? In this episode, Dr. Vishaal Shah shares a refreshingly practical approach to posterior composites. From understanding the basics, to simplifying anatomy and improving efficiency, this is a grounded, clinically focused conversation on how to deliver restorations that actually serve the patient. https://youtu.be/tdkTxzcloN0 Watch PDP266 on YouTube Protrusive Dental PearlMatch your composite anatomy to the patient's dental age and opposing dentition before you start building. ⚠️ Overbuilding cusps in a worn dentition will create occlusal interferences and wasted adjustment time✅ Assess space, wear, and occlusion first—then design the restoration accordingly Key Takeaways Function, efficiency, and occlusal compatibility should guide every restoration Dental age (wear) is more important than chronological age when planning anatomy Always assess the opposing tooth before designing cusps and fissures Use the whole arch—not just the contralateral tooth—as your anatomical guide Follow the central fissure line across the quadrant to orient your restoration Avoid textbook anatomy in worn dentitions—adapt to what's present Large MOD composites often act as interim restorations before crowns Build proximal walls first to establish contact and control final contour Use composite slump (with a microbrush) to naturally form proximal curvature Base layer height should match the deepest fissure level of adjacent teeth Map out fissures and cusps before building to improve accuracy and speed Start with the most difficult cusp first to reduce fatigue-related errors Proper planning before drilling reduces occlusal errors and remakes Highlights of the Episode: 00:00 Teaser 01:08 Introduction 01:50 Pearl: Matching Anatomy to Dental Age 05:32 Posterior Composite: Start with Basics, Not Complexity 10:42 Efficient Approach to Large Restorations 14:22 Efficiency vs Ideal Posterior Restorations 19:25 Building Proximal Walls First 20:55 Using Putty Stents for Missing Cusps 23:54 Midroll 27:15 Using Putty Stents for Missing Cusps 27:25 Matrix System Selection 28:06 No Pre-Wedging Philosophy 29:06 Managing Composite Overhangs 30:46 Matrix Ring Differences 32:45 Interjection 37:03 Matrix Ring Differences 37:43 Proximal Wall Technique for Posterior Composite 41:03 Base Layer Strategy in Posterior Restorations 42:23 Mapping Anatomy Before Composite Build-Up 43:13 Cusp Build-Up Approach 45:03 Minimal Adjustment Philosophy 46:43 Final Philosophy: Keep It Simple 48:00 Learning Opportunities 49:54 Outro

On this episode, Anna Brady-Estevez, PhD, joins the show. She is the founding partner of American Deep Tech, a technology investment firm that focuses on aerospace & space tech, energy, AI, biotech, and more.  Anna has served as a Program Director at the U.S. National Science Foundation (NSF), where she led the Small Business Innovation Research portfolio […] The post Funding Innovators in AI & Deep Tech: Interview with Anna Brady-Estevez first appeared on Composites Weekly. The post Funding Innovators in AI & Deep Tech: Interview with Anna Brady-Estevez appeared first on Composites Weekly.

On this episode,  David J. Neivandt and Greg Simms join the show to discuss their research work developing a sustainable, biodegradable composite material derived from waste lobster shells and a natural binder, engineered for high mechanical performance. Collaborating with the Advanced Structures and Composites Center at UMaine, their team has established a pilot-scale production line […] The post A Biodegradable Structural Composite Made from Lobster Shells? first appeared on Composites Weekly. The post A Biodegradable Structural Composite Made from Lobster Shells? appeared first on Composites Weekly.

On this episode, Ollie Taylor and Alessandro Stagni join the podcast to discuss the MarineShift360 Impact Accelerator program. It’s a year-long initiative equipping marine organizations with lifecycle assessment expertise and access to an industry-wide sustainability network. Ollie is the Founder of Marine Futures and the program director of Marine Shift 360. Alessandro is the Chief Technology Officer at nlcomp (Northern Light Composites).  Three companies were selected […] The post Redefining Marine Composites Lifecycle: A Closer Look at the MarineShift360 Impact Accelerator Program first appeared on Composites Weekly. The post Redefining Marine Composites Lifecycle: A Closer Look at the MarineShift360 Impact Accelerator Program appeared first on Composites Weekly.

This Week In Startups is made possible by:Quo - https://quo.com/TWiST Vanta - https://vanta.com/twist Pilot - https://pilot.com/twist Plaud - https://Plaud.ai/twistToday's show:*Eragon CEO Josh Sirota believes that you should “own your intelligence.” He demos a live enterprise AI operating system connecting email, Slack, calendar, and financial data into a single agentic layer that's pre-trained to understand any business inside and out.PLUS we've got IONA Drones founder Etienne Louvet, a first look at Moonshot's Kimi K2.6, and a brand new Off Duty with JCal and Lon.FULL SHOW NOTES ON NOTION: https://thisweekinstartups-docket.notion.site/TWiST-2278-SHOW-NOTES-34872ca918e380bd9c71e684ce2db7c9?source=copy_linkGuests :Eragon: https://eragon.aiJosh Sirota on X: https://x.com/joshua_sirotaIONA: https://ionadrones.com/Etienne Louvet on X: https://x.com/etienneldvaRelevant LinksEragon Seed Round coverage: https://techcrunch.com/2026/03/18/this-startup-wants-to-make-enterprise-software-look-more-like-a-prompt/Neurometric: https://www.neurometric.ai/Ollama model: https://ollama.com/Orange Slice: https://www.orangeslice.ai/Corgi Insurance: https://www.corgi.insure/Slash Financial: https://www.slash.com/The Syndicate: https://thesyndicate.com/FAA Part 108 Explained: https://pilotinstitute.com/part-108-explained/Zipline: https://www.zipline.com/Google Wing: https://wing.com/Joby Aviation: https://www.jobyaviation.com/Enterprise Ireland: https://www.enterprise-ireland.com/Éire Composites: https://www.eirecomposites.com/Kimi K2.6 blog post: https://www.kimi.com/blog/kimi-k2-6Kimi K2 series on GitHub: https://github.com/moonshotai/Kimi-K2NVIDIA GB300 NVL72 work station: https://www.nvidia.com/en-us/data-center/gb300-nvl72/Timestamps:0:00 Josh from Eragon AI joins the show2:01 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!5:07 Why founders should own and control their data sets8:33 What is a "company world model?"9:48 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST11:32 Eragon demo15:55 Giving agents their own bank accounts19:07 Inside Eragon's first partnerships20:14 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist25:50 How does Eragon make money?29:11 Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.39:33 Etienne Louvet of Iona Drones joins the show42:37 What is FAA's Part 108?47:13 How innovation in drones impacts the aviation industry50:26 Working with Enterprise Ireland58:28 Jason attended the Breakthrough Awards1:04:10 Doug Liman's AI-powered "Bitcoin" movie1:09:09 "Love Story" on FX and "Dust Bunny" on HBO Max1:13:10 Jason's love of tinned fishSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

--{ "Sorcery's Circle and the End of an Age"}-- We're bombarded by news. How do we choose a course as an individual and stay on that path? - Deciding what direction to take - Time of massive changes along a pre-planned route - Global Society. Information stored deep within the mind - Barriers - Subconscious, Unconscious Mind. Computers and technology given to public - "The Bait" to get you "hooked" - Steps toward a Brain-Chip and interfacing. Giving up individuality in exchange for "convenience" - Composites of "downloading" by experts. Global Elite - Tracing history of money and hereditary families - Rise and fall of empires. Aristotle. Symbol of the serpent eating its tail - Ancient Egyptian Uraeus - Symbol of Completion - "Wise as a serpent". Exit homes for elderly - Disrespect towards elderly - Indoctrination and repetitive propaganda. Passing down wisdom - State brings up children today - Education system - Scientific Indoctrination. Past cultures of the West - Creation of Muses - Shaping of Culture, it is plastic. Insanity in Cities - Artificiality - Habitat Areas - Deviancy - Dysfunctional system. Psychological Operations - Order Out of Chaos - Changes at End of an Age - Collective hysteria - Collective therapy. Psychotherapy - Psychiatry - Yoga - Self-Improvement courses - BAND-AIDS - Abolishment of Rights and Freedoms - Neurotic society. SPELL cast by Spelling - Coding - Programming a computer (or human being) through language and logic. Original religions given as a starting place, and were immediately corrupted by elite to gain power over people. Constant monitoring of public to maintain control. (Song: "By The Rivers Dark" by Leonard Cohen).

On this episode, Professor Hatsuo Ishida, PhD of Case Western Reserve University, joins the show to discuss the development of next-generation composite materials engineered for deep-space travel. He shares the origin of their work with ultra-high molecular weight polyethylene (UHMWPE) with hydrogen-rich polybenzoxazine resins, and how these materials have been engineered into composites that integrate […] The post ISS Tested Composites for Low Earth Orbit and Deep Space Travel first appeared on Composites Weekly. The post ISS Tested Composites for Low Earth Orbit and Deep Space Travel appeared first on Composites Weekly.

On this episode, researchers Caitlin Howell and Mehdi Tajvidi from the University of Maine join the show to discuss their research in developing a fully bio-derived composite coating that is grown, not manufactured. By combining edible fungal mycelium with cellulose nanofibrils, they have developed a barrier coating that can be formed directly on paper and textiles through a low-energy process. The […] The post Bio-Derived Barrier Coatings: A New Frontier in Sustainable Composites first appeared on Composites Weekly. The post Bio-Derived Barrier Coatings: A New Frontier in Sustainable Composites appeared first on Composites Weekly.

On this episode, Teong Tan, Arclin's Chief Research Officer, joins the podcast to discuss Arclin’s $1.8 billion acquisition of DuPont's aramid business, adding the iconic Kevlar® and Nomex® brands to its portfolio. Teong leads the company's innovation agenda with a focus on strategic growth, talent development, and high-performing teams.  The post Discussing Arclin's $1.8 Billion Acquisition of DuPont's Aramids Business (Kevlar® & Nomex® brands) first appeared on Composites Weekly. The post Discussing Arclin’s $1.8 Billion Acquisition of DuPont's Aramids Business (Kevlar® & Nomex® brands) appeared first on Composites Weekly.

On this episode, John Kehoe of Boaz Partners joins the show. Boaz isn't your typical recruiting firm. They operate as strategic partners, using a proven, deeply embedded process to understand business goals, culture, and long-term objectives before ever presenting a candidate. In this conversation, we unpack what separates great hiring organizations from the rest, why so many […] The post What Most Companies Miss When Hiring Industry Leaders – Interview with John Kehoe first appeared on Composites Weekly. The post What Most Companies Miss When Hiring Industry Leaders – Interview with John Kehoe appeared first on Composites Weekly.

On this episode, Aaron Fitzgerald, CEO of Mars Materials, joins the show. Carbon fiber has long been a cornerstone of aerospace and defense, but the reality is, the supply chain behind it is anything but secure. Today, much of the world's high-performance carbon fiber depends on globally concentrated precursor production, leaving critical industries exposed at a time […] The post Material Sovereignty: The Race to Reinvent Carbon Fiber first appeared on Composites Weekly. The post Material Sovereignty: The Race to Reinvent Carbon Fiber appeared first on Composites Weekly.

In this episode we are joined by Sam Guiffrida, owner of Backwoods Composites. We discuss his engineering background, the design and raw materials in his limbs, his design approach, his new competition longbow and much more! https://www.backwoodscomposites.com This Podcast is sponsored by you guys, the listeners! We intentionally do not accept or seek out sponsors for the show at this time, so I can use gear from around the industry and provide honest feedback throughout the year. If you enjoy that about our show, please consider supporting the channel by heading to our website and making a purchase, large or small, which keeps the lights on and conversations flowing here at Push HQ! Shop all Quivers and Gear: www.ThePushArchery.com Online Courses & Coaching: https://thepusharchery.teachable.com The Push Archery Instagram: https://www.instagram.com/thepusharchery/ The Push Archery Youtube: https://www.youtube.com/@thepusharchery

On this episode, Krishnan Veluswamy, Ph.D., joins the podcast to discuss the upcoming Demo Day at Fibers and Composites Manufacturing Facility (FCMF). Krishnan is an Assistant Professor, Mechanical, Aerospace & Biomedical Engineering Department, and affiliated with Fibers and Composites Manufacturing Facility, University of Tennessee, Knoxville, TN. This upcoming event on Wednesday, March 25th, will provide […] The post Previewing UTK and IACMI Demo Day at Fibers and Composites Manufacturing Facility (FCMF) first appeared on Composites Weekly. The post Previewing UTK and IACMI Demo Day at Fibers and Composites Manufacturing Facility (FCMF) appeared first on Composites Weekly.

On this episode, we feature several interviews from day two of JEC World 2026, including some Innovation Award winners and Startup Booster finalists.  These include interviews with: The post Interviews From Day 2 at JEC World 2026 first appeared on Composites Weekly. The post Interviews From Day 2 at JEC World 2026 appeared first on Composites Weekly.

On this episode, we're looking at a project that could say a lot about where advanced manufacturing is headed next. America Makes has awarded UDRI $450,000 for its AACAMS (Affordable and Agile Composite Additive Manufactured Structures) project, focused on pushing forward the integration of additive manufacturing and advanced composites for aerospace and defense. The DOD […] The post Discussing the America Makes Composites CFAM Project with Steven Floyd and Clark Patterson first appeared on Composites Weekly. The post Discussing the America Makes Composites CFAM Project with Steven Floyd and Clark Patterson appeared first on Composites Weekly.

On this episode, we feature several interviews from day one of JEC World 2026, including some Innovation Award winners and Startup Booster finalists.  These include interviews with: The post Interviews from Day 1 at JEC World 2026 first appeared on Composites Weekly. The post Interviews from Day 1 at JEC World 2026 appeared first on Composites Weekly.

On this latest episode, Lisa Anderson, President of LMA Consulting Group joins the podcast. Lisa is one of the most respected voices in manufacturing strategy, supply chain transformation, and SIOP. She's the author of a recently released book titled AI & Advanced Technologies in Manufacturing, where she explores how manufacturers are using AI and advanced analytics to drive real, […] The post Where AI Is Actually Delivering Value in Manufacturing Supply Chains first appeared on Composites Weekly. The post Where AI Is Actually Delivering Value in Manufacturing Supply Chains appeared first on Composites Weekly.

In this episode of the Crazy Wisdom podcast, host Stewart Alsop sits down with Markus Buehler, the McAfee Professor of Engineering at MIT, to explore how seemingly different systems—from proteins and music to knowledge structures and AI reasoning—share underlying patterns through hierarchy, self-organization, and scale-free networks. The conversation ranges from the limits of current AI interpolation versus true discovery (using the fire-to-fusion example), to the emergence of agent swarms and their non-linear effects, to practical questions about ontologies, knowledge graphs, and whether humans will remain necessary in the creative discovery process. Markus discusses his lab's work automating scientific discovery through AI agents that can generate hypotheses, run simulations, and even retrain themselves, while Stewart shares his own experiences building applications with AI coding agents and grapples with questions about intellectual property, material science constraints, and the future of human creativity in an AI-abundant world.Timestamps00:00 - Introduction to Marcus Buehler's work on knowledge graphs, structural grammar across proteins, music, and AI reasoning05:00 - Discussion of AI discovery versus interpolation, using fire and fusion as examples of fundamental versus incremental innovation10:00 - Language models as connective glue between agents, enabling communication despite imperfect outputs and canonical averaging15:00 - Embodiment and agency in AI systems, creating adversarial agents that challenge theories and expand world models20:00 - Emergent properties in materials and AI, comparing dislocations in metals to behaviors in agent swarms25:00 - Human role-playing and phase separation in society, parallels to composite materials and heterogeneity30:00 - Physical world challenges, atom-by-atom manufacturing at MIT.nano, limitations of lithography machines35:00 - Synthetic biology as alternative to nanotechnology, programming microorganisms for materials discovery40:00 - Intellectual property debates, commodification of AI models, control layers more valuable than model architecture45:00 - Automation of ontologies, agent self-testing, daughter's coding success at age 1150:00 - Graph theory for knowledge compression, neurosymbolic approaches combining symbolic and neural methods55:00 - Nonlinear acceleration in AI, emergence from accumulated innovations, restaurant owner embracing AI01:00:00 - Future generations possibly rejecting AI, democratization of knowledge, social media as real-time scientific discourseKey Insights1. Universal Patterns Across Disciplines: Seemingly different systems in nature—proteins, music, social networks, and knowledge itself—share fundamental structural patterns including hierarchy, self-organization, and scale-free networks. This commonality allows creative thinkers to draw insights across disciplines, applying principles from one domain to solve problems in another. As an engineer and materials scientist, Buehler has leveraged these isomorphisms to advance scientific understanding by mapping the "plumbing" of different systems onto each other, revealing hidden relationships that enable extrapolation beyond what's observable in any single domain.2. The Discovery Versus Interpolation Problem: Current AI systems, particularly large language models, excel at interpolation—recombining existing knowledge in new ways—but struggle with genuine discovery that requires fundamental rewiring of world models. Using the example of fire versus fusion, Buehler explains that an AI trained on combustion chemistry would propose bigger fires or new fuels, but couldn't conceive of fusion because that requires stepping back to more fundamental physics. True discovery demands the ability to recognize when existing theories have boundaries and to develop entirely new frameworks, something current AI architectures aren't designed to achieve due to their training objective of predicting the most likely outcome.3. The Role of Ontologies and Knowledge Graphs: While some AI researchers argue that ontologies are unnecessary because models form internal representations, Buehler advocates for explicit knowledge graphs as essential discovery tools. External ontologies provide sharp, analytical, symbolic representations that complement the fuzzy internal representations of neural networks. They enable verification of rare connections—like obscure papers that might hold key insights—which would be averaged away in standard AI training. This neurosymbolic approach combines the generalization capabilities of neural networks with the precision of formal knowledge structures, creating more powerful discovery systems.4. Emergent Properties and Agent Swarms: Just as materials science shows that collections of atoms exhibit properties impossible to predict from individual components, AI agent swarms demonstrate emergent behaviors beyond single models. When agents are incentivized not just to answer questions but to challenge each other adversarially, propose theories, and test hypotheses, they can spawn new copies of themselves and evolve understanding beyond their initial programming. This emergence isn't surprising from a materials science perspective—dislocations, grain boundaries, and other collective phenomena only appear at scale, fundamentally determining material behavior in ways unpredictable from studying just a few atoms.5. The Commoditization of Intelligence: The fundamental AI models themselves are becoming commodities, as evidenced by events like the Moldbug phenomenon where people built agents using various providers interchangeably. The real value is shifting from who has the smartest model to how models are orchestrated, integrated, and deployed. This parallels historical technology adoption patterns—just as we moved past debating who makes the best electricity to focusing on applications, AI is transitioning from a horse race over model capabilities to questions of infrastructure, energy, access speed, and agent coordination at the systems level.6. Human-AI Collaboration and Creative Control: Rather than wholesale replacement, AI enables humans to operate in an intensely creative space as orchestrators sampling from vast possibility spaces. Similar to how Buehler's 11-year-old daughter now builds sophisticated applications that would have required professional developers years ago, AI democratizes access to capabilities while humans retain the creative judgment about direction and meaning. The human role becomes curating emergence, finding rare connections, playing at the edges of knowledge, and exercising the kind of curiosity-driven exploration that AI systems lack without embodied stakes in their own survival and continuation.7. Technology as Evolutionary Inevitability: The development of AI represents not an unnatural threat but the next stage of human evolution—an extension of our innate drive to build models of ourselves and our world. From cave paintings to partial differential equations to artificial intelligence, humans continuously create increasingly sophisticated representations and tools. Attempting to stop this technological evolution is futile; instead, the focus should be on steering it ...

On this episode, Bryan Hassin, CEO of DexMat, joins the show to discuss Galvorn – a next-generation conductive material designed for high-performance, weight-constrained applications across aerospace, defense, automotive, and data infrastructure. Their latest funding marks a transition point for the company, from deep materials R&D into production scale and customer qualification. Bryan has spent his career working at […] The post Introducing Galvorn: The Lightest, Strongest and Most Conductive Material on the Planet first appeared on Composites Weekly. The post Introducing Galvorn: The Lightest, Strongest and Most Conductive Material on the Planet appeared first on Composites Weekly.

Self-healing composites have been talked about for years, but sometimes a piece of research comes along that looks meaningfully different. This week, Andy Tomaswick, a science journalist, joins the show to discuss his recent article, “The Composite That Heals Itself 1,000 Times.“ It highlights a self-healing composite material developed by researchers at North Carolina State University […] The post This New Composite Heals Itself (1,000 Times) first appeared on Composites Weekly. The post This New Composite Heals Itself (1,000 Times) appeared first on Composites Weekly.

On this episode, Nancy Hairston, CEO of MedCAD joins the show to discuss their innovative approach to the design and production of patient-matched medical devices using additive manufacturing. They’ve recently produced 3D-printed implants for wounded Ukrainian soldiers, an application where speed and accuracy can be life-changing. Their approach is 100% patient-customized, with every implant and […] The post From Scan to Surgery: 3D-Printed Implants for Injured Soldiers in Ukraine first appeared on Composites Weekly. The post From Scan to Surgery: 3D-Printed Implants for Injured Soldiers in Ukraine appeared first on Composites Weekly.

On this episode, Marty Johnson, VP of Product and Technical Fellow at 3D Systems, joins the show to take a clear-eyed look at additive manufacturing materials—what they can do, what they can't, and what engineers should realistically expect when composites and filled materials enter the 3D-printing conversation. Marty brings a mechanical engineering first perspective to additive manufacturing, cutting […] The post Discussing the Engineering Boundaries of Additive Manufacturing – Interview with Marty Johnson of 3D Systems first appeared on Composites Weekly. The post Discussing the Engineering Boundaries of Additive Manufacturing – Interview with Marty Johnson of 3D Systems appeared first on Composites Weekly.

On this episode, we're joined by Kjirstin Breure, President and CEO of HydroGraph—a company that may finally be turning graphene from a promise into a product. For more than a decade, graphene has been called a wonder material, but most producers struggled with impurities, inconsistency, and the inability to scale. HydroGraph has taken a different path—developing a […] The post Graphene at Scale: How HydroGraph Is Solving Graphene's Biggest Problem first appeared on Composites Weekly. The post Graphene at Scale: How HydroGraph Is Solving Graphene’s Biggest Problem appeared first on Composites Weekly.

On this episode, Thomas Lepretre joins the show to talk about JEC World 2026. Thomas is Vice President of Events, Sales & Operations at JEC Group. We’ll be discussing what’s in store for this year’s big show in Paris, March 10-12. If you plan to attend, don’t forget to use the mobile app, an all-in-one networking tool designed […] The post From Innovation to Industry: A Preview of JEC World 2026 with Thomas Lepretre first appeared on Composites Weekly. The post From Innovation to Industry: A Preview of JEC World 2026 with Thomas Lepretre appeared first on Composites Weekly.

On this episode, Daniel Murphy, founder of Alcove Media, joins the podcast. His company helps companies turn trade shows from expensive branding exercises into measurable revenue engines. Daniel works closely with technology companies that invest heavily in expos but struggle to connect booth traffic to real sales outcomes. In this conversation, Daniel breaks down why most trade shows […] The post Trade Show ROI Explained: Lead Generation, Sales Strategy, and Follow-Up first appeared on Composites Weekly. The post Trade Show ROI Explained: Lead Generation, Sales Strategy, and Follow-Up appeared first on Composites Weekly.

Show Topic / Overview On today's show, we have Matt from Grip-Tec Composites! Matt recently moved into an industrial space and has been growing his company Grip-Tec like crazy.  He had an open house for anyone in the area to come and see his new shop and hang out for a few hours. There were […] The post 127 – Matt of Grip-Tec Composites appeared first on Knife Perspective Podcast.

On this episode, Dr. Michael Murdoch joins the podcast to discuss how visual cues can act as diagnostics for material performance, and how engineers can preview color, gloss, translucency, surface texture, and material mixtures long before a physical prototype exists.  He is the head of the Integrated Sciences Academy at the Munsell Color Science Lab at […] The post Using Color Science and Digital Appearance Simulation to Improve Material Performance first appeared on Composites Weekly. The post Using Color Science and Digital Appearance Simulation to Improve Material Performance appeared first on Composites Weekly.

Allen, Joel, and Yolanda examine TPI Composites’ Chapter 11 proceedings, including the Oaktree Capital secured debt controversy and Vestas’ acquisition of two Mexican factories. With remaining assets heading to auction in January, they discuss what operators should consider as blade supply uncertainty grows. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts, Allen Hall, Rosemary Barnes, Joel Saxum and Yolanda Padron. Welcome to the Uptime Wind Energy  Allen Hall: Podcast. I’m your host, Allen Hall. I’m here with Yolanda Padron and Joel Saxum. Rosemary Barnes is on holiday. We’re here to talk about the TPI composites, uh, bankruptcy hearings, and there’s been so much happening there behind the scenes. It’s hard to keep track of, but we’ve done a deep dive and wanted to give everybody at least a highlight of what has happened over the last couple of months. So, uh, if you do own vessels or GE turbines, you understand what the situation is. As we all know, TPI composites, gee, was the world’s largest independent of wind blade manufacturing. Uh, they [00:01:00] were, it, they built blades for renova, Vestas, Nordex. They built blades for almost everybody, uh, names that basically power the global energy transition. And then, uh, if, and a lot of people don’t know this, but back in December of 2023, uh, TPI struck a deal that is drawing some fire. Right now, TPI swapped $436 million in preferred stock for. $393 million in secure debt held by Oak Tree Capital and by August of last year, just a couple of months ago, TPI filed for Chapter 11. Now the Blade Makers assets are being carved up and sold, and two of wind energy’s biggest players are stepping in to keep production running while the bankruptcy plays out. Now, Joel and Yolanda, I, I think the bankruptcy of. TPI sort of came to the industry as a little bit of a shock. Obviously [00:02:00] the, the price had fallen quite a bit. Uh, if you’ve watched the stock price of TPI composites had been dropping for a while and didn’t have a lot of of market value. However, uh, GE and Vestas both have manufacturing facilities basically with uh, TPI composites and, and needs them to produce those blades. So the filing of the bankruptcy, I’m sure was a nervous point for Vestus and GE being really the, the two main ones. Joel Saxum: Well, I think we talked about this a little bit off air. Is it, it shouldn’t just be Vestus and GE nervous about this now. It should be every operator that’s in either in development or still has blades under warranty. Uh, so, and this is a not a US problem, this is a global problem. ’cause TPI is a global company that serves, uh, global industry all over the place, right? We know that a large percentage of their throughput was GE and Vestas, but also Siemens ESAs in there, you name it, right? The, any major operator’s gonna have some blades built [00:03:00] by TPI or op major, OEM. So. There isn’t gonna be much of a, uh, dark corner of the wind industry that this issue doesn’t touch. So I think they, the, one of the issues here is, um, we’ve, we’ve, we’ve heard about some issues going on with TPI, but it was almost like a, ah, they’re not, they’ll, they’ll be okay. They, so, so something will happen. I mean, Yolanda, you had said. What was it that you said ear earlier? Like, uh, the kind of the, the, the feeling about it.  Yolanda Padron: They’ll take care of it. You know, OEMs will take care of it and we’ll be fine.  Joel Saxum: Someone’s gonna support this thing.  Yolanda Padron: Yeah. I, I think teams, you’re, you’re definitely right. Teams really do need to at least think of a, of a plan B or a plan C to have when the dust settles so you’re not scrambling.  Allen Hall: Yeah. And it hasn’t really played out that way. Uh, Vestas has stepped in a little bit and GE has stepped in. Not in terms of acquiring any of the major assets, but I think the first question is what is Oaktree Capital’s, [00:04:00] uh, role in all this? And that is being played out right now in front of the bankruptcy court. Uh, so when you go to bankruptcy, there’s obviously a lot of oversight that happens there, uh, and. When TPI composites entered bankruptcy, the accreditors committee had a bunch of questions about that transaction. Uh, they pointed to a December, 2023 refin refinancing deal with Oaktree and in which creditors were really suspicious of basically saying that TPI was already insolvent in 2023 and Oaktree exchanged equity for secure debt jumping ahead of everybody else in line to get paid. So because they Oaktree has secured debt, they’re first in line to get paid. If, uh, weather Guard was involved selling parts to TPI, which thank goodness we weren’t, we would be unsecured. They wouldn’t have to pay us. So Oaktree would get paid first and everybody else is unsecured, gets paid [00:05:00] later. Uh, that’s okay. I mean, that’s the way they, uh, they structured it. But this has led to a problem, right? So that oak tree. Uh, was supposed to release about $20 million in funding to keep the factories open, and that, that happened just a couple of weeks ago, and Oaktree refused to do it. So the amount of cash flow to keep the factories open was a real issue. TPI was in front of the court saying, we’re in trouble. We’re gonna become insolvent. We don’t have cash flow to keep the doors open. So the blade factories nearly shut down a couple of weeks ago. However, there was a, the settlement, uh, just after that, uh, in regards to Oaktree about when the payouts happen, what Oaktree will receive, and which basically it’s, most of whatever’s gonna happen here. So whatever, uh, TPI decides to sell or can sell, Oaktree is gonna be the recipient of those funds for most of it. I think the  Joel Saxum: difficult thing here for. The [00:06:00] general listener, me included, is understanding that this is a very complicated legal process that’s governed and it’s global, right? So it’s governed in certain court systems in different places. And because there is also the idea of like say in the, in the United States, the SEC Securities Exchanges Commission, that kind of regulates these. Publicly traded companies. There’s a lot of lights and there’s a lot of lawyers and there’s a lot of jargon involved in this thing. And, but basically what what we’re saying is, is the way the process works when you have a, uh, a bankruptcy and insolvency, if a company has debt to certain people, there may be a list of a hundred people. There may be a list of two, doesn’t matter. There’s certain classes of debt, right? And Oaktree has secured debt, which means. If they get paid first, if there’s anything, right? If this bankruptcy goes and, and gets, sell this, sell that, sell this, whatever’s left, goes to the secured debt and then it goes to unsecured debt. And [00:07:00] there’s sometimes there can be different classes of unsecured debt as well. And, but if there’s not, some of it just goes by like date or value or everybody gets a percentage, it just kind of all depends on how it works out in the specific court system that the stuff takes care of. But that person. That is the top. Um, in this case, Oaktree Capital, right? Based out of la but offices all over the world, they got about $200 billion in real estate equity and debt assets or, uh, I guess valuation. I wouldn’t say assets. Um, they are the debtor in possession, so they’re the one that’s kind of like top of the heap. They’re kind of controlling how the. The restructuring and or sale goes alongside the court system.  Allen Hall: And the trouble is, is that when you have unsecured and secured debt, everybody that’s unsecured wants to get paid. So any material supplier that has been for in selling product to TPI over the years [00:08:00] usually has a 30, 60, 90, maybe 120 days of, of after they deliver the product to they get paid. In that timeframe, if bankruptcy happens, all that product that’s sitting on the floor at TPI, you sort of lost it. You know, you can’t get it back and you’re not gonna get paid for it for if, if, if ever, what do you do? And so you start, you know, you start filing claims, but those, those claims most likely will never get paid. Or if they will, they’re going to get pennies on the dollar.  Joel Saxum: Yeah. And I would imagine like, so, you know, when we, when we sit here and say from the weather guard hat, right? We put a. They go to a client, net 15, net 30, we expect to get paid in that amount of time. That’s kind of how our, basically US forwarding credit to someone else. That’s how it works. And if you work within the wind industry, you know that the OEMs, because they are the OEMs, they have a heavier hand. Sometimes they’re net 90, net one 20. Um, once they, once they’re cool with your invoice. So you could see that some of these people that have, [00:09:00] uh, and TPI falls within that OEM category, right? Um, you can see that they more than likely will have had longer, more favorable terms for themselves with some of these sub-suppliers. And the sub-suppliers are, think about TPI blades. It is composites, it is fabric, it’s resins, it’s all of those supply companies. Um, and you know, there may be, uh, some other. Dead in there that you’re not, we’re not sure of. We saw some stuff with some OEMs, maybe they have some exchange agreements you paid up front for some blades or something of that sort. You didn’t get ’em. I don’t know. But there is also, and this is the one that kind of hits home to some of our listeners, um, not only some of our listeners are those supply chain companies that support them, um, but a lot of them are ISPs. Right? So we were just talking to someone who, you know, just a couple weeks ago that had done some inspection work, uh, for, for TPI that. They’re not gonna get paid for it. Um, we have seen on the creditors list of some ISPs that we know they’re not gonna get paid, and those are people out [00:10:00] doing warranty repairs and those kind of things over a course of time. And they may have had a net 30, net 60, net 90 days payment, but I’m sure that stuff is well and long gone. They probably have invoices due for a year now. Uh, but it, this, the, the, this downfall of TPI, what’s going on with them, it affects a lot of people in the wind industry. Um. Be being, having been on the short end once in my career of an unsecured debt, uh, when a, when the client or the, uh, um, purchaser of services, but went into bankruptcy and losing a whole bunch of cash, and there’s nothing you can do about it, um, except for. Be mad and stew over it and learn from your mistakes. Uh, that’s a tough place to be. Speaker 5: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind energy o and m Australia [00:11:00] 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W OM a 2020 six.com. Wind Energy o and m Australia is created by wind professionals for wind professionals because this industry needs solutions, not speeches,  Allen Hall: the problem. With TPI has been keeping the doors open and they went in front of the court and said, we have a liquidity problem. Uh, Vestus bought those two factories, those two LLCs for $10 million each. That was the agreement During that transaction, TPI asked for another $55 million, uh, and it’s in the transcripts. You can go listen to this dental, listen to it, but obviously the vest representatives were. No [00:12:00] way. We’re not doing that. We are in good faith. De decided to buy, uh, these two pieces. So 10 million bucks a, a factory is. Pretty decent price, but they are still in a liquidity challenge. So GE Renova and Vestus, uh, don’t want the Blades manufacturing to stop. They have customers who need blades and so they need these TPI factories to keep running. GE Renova is providing emergency financing. Uh, through what the court calls, uh, Erna, G-E-R-N-A, it’s a liquidity agreement. Uh, they also signed a long lead materials agreement to keep raw materials moving into the plants. Vestas provided cash advances to keep production going at the Mexico facilities also. So for now, everything continues to be running, but essentially GE and Vestas are pro paying for the materials. To keep the production line going and there’s this, there’s on the back end of this TPI is essentially. Gonna charge, um, [00:13:00] GE vest less for the blades when they roll off the line because they advanced some those funds. So, TPI as an organization is still trying to continue to produce blades and trying to honor their commitments as much as they can, but they need cash and the, the place they’re going to go get it or have been getting it from as Vestas in GE Renova. So you  Joel Saxum: one would expect that either Vestas or GE Renova would eventually just say like, we’ve got to buy you. Is that a reality? Because it doesn’t seem like it from the court documents and stuff. It seems like they’re, they’re kind of, they don’t want to get their hands into back or back into, in GEs case, this blade manufacturing, uh, faculties, right? They’re okay right now providing cash for you guys to keep your operation running and providing us with the things we need. But we don’t actually want to take it over. That’s what it feels  Allen Hall: like. Uh, well, Vestus did, right? So Vestus took over two factories in Mexico. GE has not done [00:14:00] that yet, and there’s no indication from the proceedings that I read on all the documents that GE has made any move to do that. Vestus definitely stepped in and wants to keep the two factories running, uh, with the issues with ge, Renova and LM at the minute, and there was a lot of layoffs at LM just before the new year. It’s a question of what GE will do, and it doesn’t seem like as of right now, GE is going to buy factories. Now that being said, uh, TPI composites has deadlines to meet and some auctions to run. Uh, the remaining assets, the non vestus. Portion and the, the Turkish operations, which were sold way earlier, uh, all of the remaining assets go up for bid on January 26th. And if no outside buyer steps in, which is very possible, Oak Tree Capital can use its debt as currency to take ownership of from what is called a credit bid. [00:15:00] From there, uh, the secure lender could convert that debt into equity and, and so basically what happens is Oak Tree Capital. Would be the holder of the company for whatever remains. But you would think that GE Viva, uh, would want to have some piece of this to keep the blade factories running, but there’s no indication of that. No one from GE has said anything. None of the filings indicate that GE wants to go ahead and or ge. Viva wants to go ahead and buy the factories. Nothing like that has happened. So there may be, uh, some more financial transactions at play here, but as of right now, everything that remains for TPI composites is gonna be in the auction block. Someone could walk up and for several million dollars, obviously, uh, acquire it and  Joel Saxum: in theory run it. So, I mean, Alan, you and I talked about this this morning a little bit. We have seen more [00:16:00] layoffs at lm. Right. We saw more people depart and it sounds like that building is basically a ghost town over in Denmark. GE is basically scuttling LM down to nothing, and they will more than likely either sell off whatever LM has or discontinue whatever that business model is, if that’s where they’re going, blade wise, wind wise. At the same time, they’ve also said, we’re not building any more g offshore turbines.  Allen Hall: What are they  Joel Saxum: doing? I don’t see them having the, the, the, the thirst to go scoop up or put any money into TPI, but it’s like a catch 22. ’cause they need them to fulfill the orders and stuff that they have. Right now what we’re staring at is basically oak tree composites. Allen Hall: There’s no chance of that. The oak tree doesn’t know how to run that business. They’re gonna have to hire somebody to go do that. Even if they did, you still got factories in Iowa, a bunch in Mexico, other [00:17:00] places. You have all these assets kind of spread all over the place. It’s not like running an automotive dealership on the corner, you’re, you’re running a major operation with thousands of employees and producing these massively complex blades. There’s only a handful of companies that would be even possible that we could acquire that and run it with any competency at all right now.  Joel Saxum: So does oak tree being, being that oak tree is the debtor in possession and if, if possible with, or if possible, if it, if it rolls this way with the plan toggle, right. Where they would basically, the cell would convert them into equity holdings and they would own it. Are they the gatekeepers to who can bid? Like do they control ge? You can bid vest as you can bid? Or does the court control that?  Allen Hall: The court controls all of that. So it’s all part of the chapter 11 proceedings. Anybody can walk up and put a bid in. And now whether it qualifies or not is, is a good question, but anybody can walk up and, [00:18:00] and make a claim for what remains. There’s, there is a process that will happen there, but who else would it be? Nordex? I don’t think so. Is is Vesta gonna buy more? I don’t think so. So the concern is obviously for TPI, what is it gonna look like going forward? If you have purchased Vestus turbines or GE Renova turbines, are you gonna have the blades that you have purchased in time? Great questions to ask. I think on the other side is if you do own GE Renova or Vestus turbines and they’re made by TPI, where the technical aspects lie, what do you do where, what should you be thinking about if you’re a large operator of some of these turbines? How I should be planning for the future here? What are you thinking about?  Joel Saxum: So let’s divide it into two categories. One of them is turbine blades on order supply chain, supply [00:19:00] chain, and the other one’s being turbine blades already in production or received order.  Yolanda Padron: I’m not sure that we can fully look at them separately though, right? Because if you have them, if, if they’re yours and they’re under a service agreement or something. Eventually you might be in the queue for a replacement that you need, right? That your OEM would be on the hook for.  Joel Saxum: That raises another question there then does. I don’t, ’cause I don’t know this. Maybe you do. Alan does a bankruptcy qualify as a force majeure event?  Allen Hall: Not in terms of like lightning would be, but, but in terms, yeah, sure.  Joel Saxum: Yeah. But can they claim force majeure and be like, uh, out of our control? So now the turbine supply agreements are, you know, basically have to be rewritten. Timelines have to be rewritten. Yolanda, to your point, if we have a blade that we need for production, am I not responsible for LDS anymore because the blade manufacturer went into, uh, bankruptcy?  Yolanda Padron: I think it’d be more of [00:20:00] either Now you’re not just. In the queue for TPI Blades. But you’re in the queue for whatever we can retrofit there, right? That they could put in.  Joel Saxum: Yeah. The alternative is you need a whole set though, right? So if we say like, I need a blade from TPI, or I need an entire set of LM blades, now you’re triple the cost. Who has to pay for that?  Yolanda Padron: I really would hope that it, they wouldn’t go this route, but I think some OEMs would just hit liquidated damages. And stop.  Allen Hall: That’s what I think too. I mean, we’ve seen that happen with some of the OEMs. Is that the, uh, LDS and that’s it. There is nothing going forward. They’re, they’re fine doing that. That’s the only play that they have. I, I am deeply concerned what GE Renova is about to do in the wind business because of their gas turbine and everything else are so profitable. And they just announced that the wind business in 2026 is not likely to make any. Positive cash flow. [00:21:00] It, the, the discussion inside of GE Renova, at least at the sort of the boardroom level, must be really tense because in, in theory, they could buy TPIs assets in the factories and run them, but they just went through essentially a liquidation process with lm. Do they want to run another company, especially when they’re bleeding cash in that particular business? I think the answer GE historically has been no. If we’re not number one or number two, we’re getting the heck outta that business. That was the Jack Welsh of running ge, and anybody that worked for GE knew that loud and clear because they said it all the time. Those same people that grew up in that GE culture are now in the boardroom, and what are they likely to do? They’re likely to follow that advice. Because it’s just what they know. It’s, it’s, it’s, it’s the school they went to. Are they gonna change their mind and say, A longer term play is wind [00:22:00] and we wanna stay in it and we’re willing to lose a couple hundred million dollars a year for the next couple of years, and now we’re gonna run a Blade Factory with several thousand employees down in Mexico. I just don’t see it. Uh, not that I could be totally wrong about that. Probably am. Uh, today, sitting at the beginning of January of 2026, I don’t think GE Renova wants to be in the blade manufacturing business if they can at all avoid it.  Yolanda Padron: I think it’s important for owners to start thinking a lot more about educating their internal teams on what they can. So if it’s through, if you know people within your OEM that you can trust and that can help you. Learn how to self-service some of your blades. That would be great if it’s through ISPs that you can trust. If it’s a hodgepodge of items. I think it’s really important for owners right now to start building that up because it will take a while. I. And, and the risk [00:23:00] is there.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast, and if today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us overview. It really helps other wind energy professionals discover the show. And we will catch you here next week on the Uptime Wind Energy Podcast.

On this episode, Ryan Condron joins the podcast to discuss his vision for moving cargo containers across vast distances with zero emissions. Ryan is the CEO of Float, a company working to build the next generation of aerial freight systems—fusing hydrogen-powered carbon fiber blimps with quadcopter, agility to move cargo containers across vast distances with zero emissions. […] The post Reimagining Cargo Logistics Through Hydrogen-Powered Carbon Fiber Blimps first appeared on Composites Weekly. The post Reimagining Cargo Logistics Through Hydrogen-Powered Carbon Fiber Blimps appeared first on Composites Weekly.

Allen, Joel, Rosemary, and Yolanda break down the TPI Composites bankruptcy fallout. Vestas is acquiring TPI’s Mexico and India operations while a UAE company picks up the Turkish factories. That leaves GE in a tough spot with no clear path to blade manufacturing. Plus the crew discusses blade scarcity, FSA availability floors, and whether a new blade manufacturer could emerge. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: [00:00:00] Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’ve got Yolanda Padron and Joel Saxum in Texas. And Rosemary Barnes is back from her long Vacation in Australia and TPI. Composites is big in the news this week, everybody, because they’re in bankruptcy hearings and they are selling off parts of the business. Vestas is, at least according to News Reports positioned to acquire. A couple of the LLCs down in Mexico. So there’s uh, two of them, TPI in Mexico, five LLC, and TPI in Mexico, six LLC. There are other LLCs, of course involved with this down in Mexico. So they’re buying, not sure exactly what the assets are, but probably a couple of the factories in which their blades were being manufactured in. Uh, this. Is occurring because Vestas stepped in. They were trying to have an auction and Vestas stepped forward and just ended up buying these two LLCs. [00:01:00] Other things that are happening here, Joel, is that, uh, TPI evidently sold their Turkish division. Do you recall to who they sold? That, uh, part of the Joel Saxum: business too, two companies involved in that, that were TPI Turkey, uh, and that was bought by a company called XCS composites. Uh, and they are out of the United Arab Emirates, so I believe they’re either going to be Abu Dhabi or Dubai based. Uh, but they took over the tube wind blade manufacturing plants in Isme, uh, also a field service and inspection repair business. And around 2,700 employees, uh, from the Turkish operation. So that happened just, just after, I mean, it was a couple weeks after the bankruptcy claim, uh, went through here in August, uh, in the States. So it went August bankruptcy for TPI, September, all the Turkish operations were bought and now we’ve got Vestas swooping in and uh, taking a bunch of the Mexican operations. Allen Hall: Right. And [00:02:00] Vestas is also taking TPI composites India. Which is a part of the business that is not in bankruptcy, uh, that’s a, a separate business, a separate, basically LLC incorporation Over in India, the Vestus is going to acquire, so they’re gonna acquire three separate things in this transaction. The question everybody’s asking today after seeing this Vestus move is, what is GE doing? Because, uh, GE Renova has a lot of blades manufactured by TPI down in Mexico. No word on that. And you would think if, if TPI is auctioning off assets that GE renova would be at the front of the line, but that’s not what we’re hearing on the ground. Joel Saxum: Yeah, I mean it’s, the interesting part of this thing is for Vestas, TPI was about 35% of their blade capacity for manufacturing in 2024. If their 30, if, if Vestas was 35%, then GE had to be 50%. There [00:03:00] demand 60. So Vesta is making a really smart move here by basically saying, uh, we’ve gotta lock down our supply chain for blades. We gotta do something. So we need to do this. GE is gonna be the odd man out because, I mean, I think it would be a, a cold day in Denmark if Vestas was gonna manufacture blades for ge. Allen Hall: Will the sale price that Vest has paid for this asset show up in the bankruptcy? Hearings or disclosures? I think that it would, I haven’t seen it yet, but eventually it’ll, it must show up, right? All, all the bankruptcy hearings and transactions are, they have an overseer essentially, what happens to, so TPI can’t purchase or sell anything without an, um, getting approved by the courts, so that’ll eventually be disclosed. Uh, the Turkish sale will be, I would assume, would be disclosed. Also really curious to see what the asset value. Was for those factories. Joel Saxum: So the Turkish sale is actually public knowledge right now, and [00:04:00] that is, lemme get the number here to make sure I get it right. 92.9 million Euros. Uh, but of, of course TPI laden with a bunch of non-convertible and convertible debt. So a ton of that money went right down to debt. Uh, but to be able to purchase that. They had to assu, uh, XCS composites in Turkey, had to assume debt as is, uh, under the bankruptcy kind of proceedings. So I would assume that Vestas is gonna have to do the same thing, is assume the debt as is to take these assets over and, uh, and assets. We don’t know what it is yet. We don’t know if it’s employees, if it’s operations, if it’s ip, if it’s just factories. We don’t know what’s all involved in it. Um, but like you said, because. TPI being a publicly traded company in the United States, they have to file all this stuff with SEC. Allen Hall: Well, they’ll, they’re be delisted off of. Was it, they were Joel Saxum: in Nasdaq? Is that where they were listed? The India stuff that could be private. You may ne we may not ever hear about what happened. Valuation there. Allen Hall: Okay, so what is the, the [00:05:00] future then for wind blade production? ’cause TPI was doing a substantial part of it for the world. I mean, outside of China, it’s TPI. And LM a little bit, right? LM didn’t have the capacity, I don’t think TPI that TPI does or did. It puts Joel Saxum: specifically GE in a tight spot, right? Because GEs, most of their blades were if it was built to spec or built to print. Built to spec was designed, uh, by LM and built by lm. But now LM as we have seen in the past months year, has basically relinquished themselves of all of their good engineering, uh, and ability to iterate going forward. So that’s kind of like dwindling to an end. TPI also a big side of who makes blades for ge if Vestas is gonna own the majority of their capacity, Vestas isn’t gonna make blades for ge. So GEs going to be looking at what can we, what can we still build with lm? And then you have the kind of the, the odd ducks there. You have the Aris, [00:06:00] you have the MFG, um, I mean Sonoma is out there. This XCS factory is there still in Turkey. Um, you may see some new players pop up. Uh, I don’t know. Um, we’ll see. I mean, uh, Rosemary, what’s, what’s your take? Uh, you guys are starting to really ramp up down in Australia right now and are gonna be in the need of blades in general with this kind of shakeup. Rosemary Barnes: What do we say? My main concern is. Around the service of the blades that we’ve already got. Um, and when I talk to people that I know at LM or XLM, my understanding is that those parts of the organization are still mostly intact. So I actually don’t expect any big changes there. Not to say that the status quo. Good enough. It’s not like, like every single OEM whose, um, FSAs that I work with, uh, support is never good enough. But, um, [00:07:00] it shouldn’t get any worse anyway. And then for upcoming projects, yeah, I, I don’t know. I mean, I guess it’s gonna be on a case by case basis. Uh, I mean, it always was when you got a new, a new project, you need a whole bunch of blades. It was always a matter of figuring out which factory they were going to come from and if they had capacity. It’ll be the same. It’s just that then instead of, you know, half a dozen factories to choose from, there’s like, what, like one or two. So, um, yeah, I, that’s, that’s my expectation of what’s gonna happen. I presumably ge aren’t selling turbines that they have no capability to make blades for. Um, so I, I guess they’re just gonna have a lot less sales. That’s the only real way I can make it work. Allen Hall: GE has never run a Blade factory by themselves. They’ve always had LM or somebody do it, uh, down in Brazil or TPI in Mexico or wherever. Uh, are we thinking that GE Renova is not gonna run a Blade Factory? Is that the thought, or, or is [00:08:00] that’s not in the cards either. Rosemary Barnes: I don’t think it’s that easy to just, just start running a Blade Factory. I mean, I know that GE had blade design capabilities. I used to design the blades that TPI would make. So, um, that part of it. Sure. Um, they can, they can still do that, but it’s not, yeah, it’s, it’s not like you just buy a Blade factory and like press start on the factory and then the, you know, production line just starts off and blades come out the other end. Like there is a lot of a, a lot of knowhow needed if that was something that they wanted to do. That should have been what they started doing from day one after they bought lm. You know, that was the opportunity that they had to become, you know, a Blade factory owner. They could have started to, you know, make, um, have GE. Take up full ownership of the, the blade factories and how that all worked. But instead, they kept on operating like pretty autonomously without that many [00:09:00] changes at the factory level. Like if they were to now say, oh, you know, hey, it’s, uh, we really want to. Have our own blade factories and make blades. It’s just like, what the hell were you doing for the last, was it like seven years or something? Like you, you could easily have done what? And now you haven’t made it as hard for yourselves as possible. So like I’m not ruling out that that’s what they’re gonna try and do, because like I said, I don’t think it’s been like executed well, but. My God, it’s like even stupid of the whole situation. If that’s where we end up with them now scrambling to build from scratch blade, um, manufacturing capability because there’s Yolanda Padron: already a blade scarcity, right? Like at least in the us I don’t know if you guys are seeing it in, in Australia as well, but there’s a blade scarcity for these GE blades, right? So you’re, they kind of put themselves in an even more tough spot by just now. You, you don’t have access to a lot of these TPI factories written in theory. From what we’re seeing. You mean to get like replacement blades? Yeah. So like for, for issues? Yeah. New [00:10:00] construction issues under FSA, that, Rosemary Barnes: yeah. I mean, we’ve always waited a, a long time for new blades. Like it’s never great. If you need a new blade, you’re always gonna be waiting six months, maybe 12 months. So that’s always been the case, but now we are seeing delays of that. Maybe, maybe sometimes longer, but also it’s like, oh well. We can’t replace, like, for like, you’re gonna be getting a, a different kind of blade. Um, that will work. Um, but you know, so that is fine, except for that, that means you can’t do a single blade replacement anymore. Now, what should have been a single blade replacement might be a full set replacement. And so it does start to really, um, yeah. Mess things up and like, yeah, it’s covered by the FSA, like that’s on them to buy the three blades instead of one, but. It does matter because, you know, if they’re losing money on, um, managing your wind farm, then it, it is gonna lead to worse outcomes for you because, you know, they’re gonna have to skimp and scrape where they [00:11:00] can to, you know, like, um, minimize their losses. So I, I don’t think it’s, it’s, it’s Yolanda Padron: not great. Yeah. And if you’re running a wind farm, you have other stakeholders too, right? It’s not like you’re running it just for yourself. So having all that downtime from towers down for a year. Because you can’t get blades on your site. Like it’s just really not great. Rosemary Barnes: Yeah, and I mean, there’s flaws on there. Like they’ve got an availability guarantee. Then, you know, below that they do have to, um, pay for that, those losses. But there’s a flaw on that. So once you know, you, you blast through the floor of your availability, then you know, that is on the owner. Now it’s not on the, um, service provider. So it’s definitely. Something that, yeah, there’s lots of things where you might think, oh, I don’t have to worry about my blades ’cause I’ve got an F, SA, but you know, that’s just one example where, okay, you will, you will start worrying if they, they yeah. Fall through the floor of their availability guarantee. Joel Saxum: Two questions that pop up in my mind from this one, the first one, the first one is [00:12:00] directly from Alan. You and I did a webinar, we do so many of ’em yesterday, and it was about, it was in the nor in North America, ferc, so. They have new icing readiness, uh, reporting you, so, so basically like if you’re on the, if you’re connected to the grid, you’re a wind farm or solar farm and you have an icing event, you need to explain to them why you had an outage, um, and why, what you’re doing about it. Or if you’re not doing something about it, you have to justify it. You have to do all these things to say. Hey, some electrons weren’t flowing into the grid. There’s certain levels. It’s much more complicated than this, but electrons weren’t flowing into the grid because of an issue. We now have to report to FERC about this. So is there a stage when a FERC or uh, some other regulatory agency starts stepping into the wind industry saying like, someone’s gotta secure a supply chain here. ’cause they’re already looking at things when electrons are on the grid. Someone’s got a secure supply chain here so we can ensure that [00:13:00]these electrons are gonna get on the grid. Could, can something like that happen or was, I mean, I mean, of course that’s, to me, in my opinion, that’s a lot of governmental overreach, but could we see that start to come down the line like, Hey, we see from an agency’s perspective, we see some problems here. What are you doing to shore this up? Allen Hall: Oh, totally. Right. I, I think the industry in general has an issue. This is not an OEM specific problem. At the minute, if this is a industry-wide problem, there seems to be more dispersed. Manufacturers are gonna be popping up. And when we were in Scotland, uh, we learned a lot more about that. Right, Joel? So the industry has more diversification. I, I, here’s, here’s my concern at the minute, so. For all these blade manufacturers that we would otherwise know off the top of our heads. Right. Uh, lm, TPI, uh, Aris down in Brazil. The Vestus manufacturing facilities, the Siemens manufacturing [00:14:00] facilities. Right. You, you’re, you’re in this place where. You know, everybody’s kind of connected up the chain, uh, to a large OEM and all this made sense. You know, who was rebuilding your blades next year and the year down, two years down the road. Today you don’t, so you don’t know who owns that company. You don’t know how the manager’s gonna respond. Are you negotiating with a company that you can trust’s? Gonna be there in two or three years because you may have to wait that long to get blades delivered. I don’t know. I think that it, it put a lot of investment, uh, companies in a real quandary of whether they wanna proceed or not based upon the, what they is, what they would perceive to be the stability of these blade companies. That’s what I would think. I, I, Vestas is probably the best suited at the minute, besides Siemens. You know, Vestas is probably best suited to have the most perceived reliability capability. Control, Joel Saxum: but they have their own [00:15:00] blade factories already, right? So if they buy the TPI ones, they’re just kind of like they can do some copy pasting to get the the things in place. And to be honest with you, Vesta right now makes the best blades out there, in my opinion, least amount of serial defects. Remove one, remove one big issue from the last couple Allen Hall: years. But I think all the OEMs have problems. It’s a question of how widely known those problems are. I, I don’t think it’s that. I think the, the, the. When you talk to operators and, and they do a lot of shopping on wind turbines, what they’ll tell you generally is vestus is about somewhere around 20% higher in terms of cost to purchase a turbine from them. And Vestus is gonna put on a, a full service agreement of some sort that’s gonna run roughly 30 years. So there’s a lot of overhead that comes with buying a, a Vestas turbine. Yes. You, you get the quality. Yes. You get the name. Yes, you get the full service agreement, which you may or [00:16:00] may not really want over time. Uh, that’s a huge decision. But as pieces are being removed from the board of what you can possibly do, there’s it, it’s getting narrow or narrow by the minute. So it, it’s either a vestus in, in today’s world, like right today, I think we should talk about this, but it’s either Vestus or Nordic. Those are the two that are being decided upon. Mostly by a lot of the operators today. Joel Saxum: That’s true. We’re, and we just saw Nordex, just inked a one gigawatt deal with Alliant Energy, uh, just last week. And that’s new because Alliant has traditionally been a GE buyer. Right. They have five or six ge, two X wind farms in the, in the middle of the United States, and now they’ve secured a deal with Nordex for a gigawatt. Same thing we saw up at Hydro Quebec. Right. Vestas and Nordex are the only ones that qualify for that big, and that’s supposed to be like a 10 gigawatt tender over time. Right. But the, so it brings me to my, I guess my other question, I was thinking about this be [00:17:00] after the FERC thing was, does do, will we see a new blade manufacturer Allen Hall: pop Joel Saxum: up? Allen Hall: No, I don’t think you see a new one. I think you see an acquisition, uh, a transfer of assets to somebody else to run it, but that is really insecure. I, I always think when you’re buying distressed assets and you think you’re gonna run it better than the next guy that. Is rare in industry to do that. Think about the times you’ve seen that happen and it doesn’t work out probably more than 75% of the time. It doesn’t work out. It lasts a year or two or three, and they had the same problems they had when the original company was there. You got the same people inside the same building, building the same product, what do you think is magically gonna change? Right? You have this culture problem or a a already established culture, you’re not likely to change that unless you’re willing to fire, you know, a third of the staff to, to make changes. I don’t see anybody here doing that at the minute because. Finding wind blade technicians, manufacturing people is [00:18:00] extremely hard to do, to find people that are qualified. So you don’t wanna lose them. Joel Saxum: So this is why I say, this is why I pose the question, because in my mind, in in recent wind history, the perfect storm for a new blade manufacturer is happening right now. And the, and the why I say this is there is good engineers on the streets available. Now washing them of their old bad habits and the cultures and those things, that’s a monumental task. That’s not possible. Allen Hall: Rosemary worked at a large blade manufacturer and it has a culture to it. That culture really didn’t change even after they were acquired by a large OEM. The culture basically Rosemary Barnes: remained, they bizarrely didn’t try and change that culture, like they didn’t try to make it a GE company so that it wasn’t dur, it was wasn’t durable. You know, they, they could have. Used that as a shortcut to gaining, um, blade manufacturing capabilities and they didn’t. And that was a, I think it was a choice. I don’t think it’s an inevitability. It’s never easy to go in and change a, a culture, [00:19:00] but it is possible to at least, you know, get parts of it. Um, the, the knowledge should, you should be able to transfer and then get rid of the old culture once you’ve done that, you know, like, uh. Yeah, like you, you bring it in and suck out all the good stuff and spit out the rest. They didn’t do that. Joel Saxum: The opportunity here is, is that you’ve got a, you’ve got people, there’s gonna be a shortage of blade capacity, right? So if you are, if you are going to start up a blade manufacturing facility, you, if you’re clever enough, you may be able to get the backlog of a bunch of orders to get running without having to try to figure it out as you go. Yolanda Padron: I feel like I’d almost make the case that like the blade repair versus replace gap or the business cases is getting larger and larger now, right? So I feel like there’s more of a market for like some sort of holistic maintenance team to come in and say, Hey, I know this OEM hasn’t been taking care of your blades really well, but here are these retrofits that have proven to be [00:20:00]to work on your blades and solve these issues and we’ll get you up and running. Rosemary Barnes: We are seeing more and more of of that. The thing that makes it hard for that to be a really great solution is that they don’t have the information that they need. They have to reverse engineer everything, and that is. Very challenging because like you can reverse engineer what a blade is, but it doesn’t mean that, you know, um, exactly like, because a, the blade that you end up with is not an optimized blade in every location, right? There’s some parts that are overbuilt and um, sometimes some parts that are underbuilt, which gives you, um, you know, serial issues. But, so reverse engineering isn’t necessarily gonna make it safe, and so that does mean that yeah, like anyone coming in with a really big, significant repair that doesn’t go through the OEM, it’s a, it’s a risk. It, it’s always a risk that they have, you know, like there’s certain repairs where you can reverse engineer enough to know that you’re safe. But any really big [00:21:00] one, um, or anything that involves multiple components, um, is. Is a bit of a gamble if it doesn’t go through the OEM. Joel Saxum: No, but so between, I guess between the comments there, Yolanda and Rosemary, are we then entering the the golden age of opportunity for in independent engineering experts? Rosemary Barnes: I believe so. I’m staking, staking my whole business on it. Allen Hall: I think you have to be careful here, everybody, because the problem is gonna be Chinese blade manufacturers. If you wanna try to establish yourself as a blade manufacturer and you’re taking an existing factory, say, say you bought a TPI factory in Turkey or somewhere, and you thought, okay, I, I know how to do this better than everybody else. That could be totally true. However, the OEMs are not committed to buying blades from you and your competition isn’t the Blade Factory in Denmark or in Colorado or North Dakota, or in Mexico or Canada, Spain, wherever your competition is when, [00:22:00] uh, the OEM says, I can buy these blades for 20 to 30% less money in China, and that’s what you’re gonna be held as, as a standard. That is what’s gonna kill most of these things with a 25% tariff on top. Right? Exactly. But still they’re still bringing Joel Saxum: blades in. That’s why I’m saying a local blade manufacturer, Rosemary Barnes: I think it’s less the case. That everyone thinks about China, although maybe a little bit unconventional opinion a about China, they certainly can manufacture blades with, uh, as good a quality as anyone. I mean, obviously all of the, um, Danish, uh, American manufacturers have factories in China that are putting out excellent quality blades. So I’m not trying to say that they dunno how to make a good blade, but with their. New designs, you know, and the really cheap ones. There’s a couple of, um, there’s a couple of reasons for that that mean that I don’t think that it just slots really well into just replacing all of the rest of the world’s, um, wind turbines. The first is that there are a lot of [00:23:00] subsidies in China. Surely there can only continue so long as their economy is strong. You know, like if their economy slows down, like to what extent are they gonna be able to continue to, um, continue with these subsidies? I would be a little bit nervous about buying an asset that I needed support for the next 30 years from a company like. That ecosystem. Then the other thing is that, um, that development, they move really fast because they take some shortcuts. There’s no judgment there. In fact, from a develop product development point of view, that is absolutely the best way to move really fast and get to a really good product fast. It will be pervasive all the way through every aspect of it. Um, non-Chinese companies are just working to a different standard, which slows them down. But also means that along the way, like I would be much happier with a half developed, um, product from a non-Chinese manufacturer than a half developed product from a Chinese manufacturer. The end point, like if China can keep on going long enough with this, [00:24:00] you know, like just really move fast, make bold decisions, learn everything you can. If they can continue with that long enough to get to a mature product, then absolutely they will just smash the rest of the world to pieces. So for me, it’s a matter of, um, does their economy stay strong enough to support that level of, uh, competition? Allen Hall: Well, no, that’s a really good take. It’s an engineering take, and I think the decision is made in the procurement offices of the OEMs and when they start looking at the numbers and trying to determine profitability. That extra 20% savings they can get on blades made in China comes into play quite often. This is why they’re having such a large discussion about Chinese manufacturers coming into the eu. More broadly is the the Vestas and the Siemens CAAs and even the GE Re Novas. No, it’s big time trouble because the cost structure is lower. It just is, and I. [00:25:00] As much as I would love to see Vestas and Siemens and GE Renova compete on a global stage, they can’t at the moment. That’s evident. I don’t think it’s a great time to be opening any new Blade Factory. If you’re not an already established company, it’s gonna be extremely difficult. Wind Energy O and M Australia is back February 17th and 18th at Melbourne’s Pullman on the park. Which is a great hotel. We built this year’s agenda directly from the conversations we’ve had in 2025 and tackling serial defects, insurance pressures, blade repairs, and the operational challenges that keeps everybody up at night around the world. So we have two days of technical sessions, interactive roundtables and networking that actually moves the industry for. Forward. And if you’re interested in attending this, you need to go to WMA 2020 six.com. It’s WOMA 2020 six.com. Rosemary, a lot of, uh, great events gonna happen at. W 2026. Why don’t [00:26:00] you give us a little highlight. Parlet iss gonna be there. Rosemary Barnes: Parlow is gonna be there. I mean, a highlight for me is always getting together with the, the group. And also, I mean, I just really love the size of the event that uh, every single person who’s there is interested in the same types of things that you are interested in. So the highlight for me is, uh, the conversations that I don’t know that I’m gonna have yet. So looking forward to that. But we are also. Making sure that we’ve got a really great program. We’ve got a good mix of Australian speakers and a few people bringing international experience as well. There’s also a few side events that are being organized, like there’s an operators only forum, which unfortunately none of us will be able to enter because we’re not operators, but that is gonna be really great for. For all of them to be able to get together and talk about issues that they have with no, nobody else in the room. So if, if you are an operator and you’re not aware of that, then get in touch and we’ll pass on your details to make sure you can join. Um, yeah, and people just, you know, [00:27:00] taking the opportunities to catch up with clients, you know, for paddle load. Most or all of our clients are, are gonna be there. So it is nice to get off Zoom and um, yeah, actually sit face to face and discuss things in person. So definitely encourage everyone to try and arrange those sorts of things while they’re there. Joel Saxum: You know, one of the things I think is really important about this event is that, uh, we’re, we’re continuing the conversation from last year, but a piece of feedback last year was. Fantastic job with the conversation and helping people with o and m issues and giving us things we can take back and actually integrate into our operations right away. But then a week or two or three weeks after the event, we had those things, but the conversation stopped. So this year we’re putting some things in place. One of ’em being like Rosemary was talking about the private operator forum. Where there’s a couple of operators that have actually taken the reins with this thing and they wanna put this, they wanna make this group a thing where they’re want to have quarterly meetings and they want to continue this conversation and knowledge share and boost that whole Australian market in the wind [00:28:00]side up right? Rising waters floats all boats, and we’re gonna really take that to the next level this year at Allen Hall: WMA down in Melbourne. That’s why I need a register now at Wilma 2020 six.com because the industry needs solutions. Speeches. That wraps up another episode of the Uptime Wind Energy Podcast. Thanks for joining us. We appreciate all the feedback and support we received from the wind industry. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and please don’t forget to subscribe so you’d never miss an episode. For Joel Rosemary and Yolanda, I’m Allen Hall. We’ll catch you next week on the Uptime Wind Energy Podcast.

Amolak Badesha has a habit of being ahead of the curve in GPUs and optics. So his outlandish and very futuristic claims in this podcast may seem crazy, but maybe the world will catch up with him. Orbital Composites is making large-scale composite structures, but its machines are also used for high-end bike shoes. The company wants to conquer space, and in this wide-ranging conversation we talk about all the implications and technologies that they’re working with. This episode of the 3DPOD is sponsored by EOS, a leading global partner for industrial 3D printing solutions in both metal and polymer. With decades of additive manufacturing expertise, technologies and partnerships, EOS empowers customers to innovate, differentiate and shape the future of manufacturing. 

Few companies in aviation history can claim an average of one new aircraft flown every year for four decades. Enter Scaled Composites.Founded in 1982 by legendary designer Burt Rutan, Scaled Composites specializes in designing, building, and flight-testing proof-of-concept, prototype, and milestone-achieving aircraft—often pushing the edge of what's thought possible.On this episode, Scaled Composites President Greg Morris and engineering test pilot Justin Gillen pull back the curtain on this extraordinary organization. They explain how Scaled safely develops and flies so many radically different aircraft, why real-world flight test is far more disciplined than Hollywood would have you believe, and what it takes to turn bold ideas into first flights.Support this podcast at — https://redcircle.com/the-fighter-pilot-podcast/donations

Tá conradh bronnta ar an gComhlacht Éire Composites i gCoill Rua in Indreabhán le táirgí a dhéanamh a bheidh le cur amach sa spáis.

On this episode, Dr Robert Brüll, founder and CEO of FibreCoat, joins the show to discuss their strategic partnership with Lofith Composites to develop next-generation thermoplastic composites for space. This partnership joins FibreCoat's expertise in fibre coatings with Lofith's thermoplastic tape and composite manufacturing. Together, the companies will integrate FibreCoat's coated fibres into Lofith's recyclable, high-performance composites to produce […] The post Developing TPC Materials for Extreme Conditions in Space: Interview with Robert Brüll, CEO of FibreCoat first appeared on Composites Weekly. The post Developing TPC Materials for Extreme Conditions in Space: Interview with Robert Brüll, CEO of FibreCoat appeared first on Composites Weekly.

On this episode, Michael Campbell, president of ACD Consulting, a division of Coltala Aerospace, joins the podcast. Right now, the U.S. aerospace and defense sector is in the middle of a surge — and with it comes a nationwide race for engineering talent.  A recent McKinsey study shows the Aerospace and Defense workforce has grown to […] The post How ACD's Embedded Engineers Are Changing the Way Aerospace Teams Work first appeared on Composites Weekly. The post How ACD's Embedded Engineers Are Changing the Way Aerospace Teams Work appeared first on Composites Weekly.

On this episode, Roy Silvas, Business Development Director at Enduro Composites joins the podcast. We’ll discuss where composites fit in the rapidly expanding data-center ecosystem, what adoption barriers still exist, and how the next generation of facilities could benefit from smarter material choices. Roy brings a wealth of experience from the infrastructure and industrial sectors, and […] The post Integrating Composites Into Tomorrow's Data Centers – Interview with Roy Silvas first appeared on Composites Weekly. The post Integrating Composites Into Tomorrow's Data Centers – Interview with Roy Silvas appeared first on Composites Weekly.

On this episode, Dr. Valentyn S. Volkov joins the show to discuss how AI is being used to generate new materials. Dr. Volkov is ranked among the top 2% of scientists worldwide, with over 260 publications and more than 8,000 citations. He is also the founder of XPANCEO, a Dubai-based deep tech company developing the world's […] The post How Scientists Are Using AI to Predict and Generate New Materials first appeared on Composites Weekly. The post How Scientists Are Using AI to Predict and Generate New Materials appeared first on Composites Weekly.

On this episode, we’ll explore the world of printable biomaterials, designed to heal the human body more quickly and safely. Our guest is Robert Joyce, founder of FibreTuff, a company developing a new class of bio-based composites—including a unique PAPC + Nylon 66 “alloy” that could redefine how we approach bone repair and tissue integration.  FibreTuff's material […] The post FibreTuff Technology: The Latest in 3D Printable Biocompatible Materials first appeared on Composites Weekly. The post FibreTuff Technology: The Latest in 3D Printable Biocompatible Materials appeared first on Composites Weekly.

On this episode, Rob Glenn of Forza joins the show. In business since 1979, Forza is a family-owned adhesive, sealant & specialty tape manufacturer based in the US. They supply the global industry with superior, high-performing, customized products. You can learn more by visiting https://forzabuilt.com.  The post Solving the Industry's Toughest Adhesive Problems – Interview with Rob Glenn of Forza first appeared on Composites Weekly. The post Solving the Industry's Toughest Adhesive Problems – Interview with Rob Glenn of Forza appeared first on Composites Weekly.

My guest today is Sage Berryman, CEO of Aluula Composites (TSXV: AUUA). Aluula is focused on revolutionizing material science. Founded in 2019, the company has developed a patented process for producing ultra-high molecular weight polyethylene (UHMWPE) composites without glues—fusing at the molecular level to create materials that are lighter, stronger, more durable, and fully recyclable. This “mono-material” design also enables circularity and addresses the growing demand for PFAS-free solutions. The company first gained traction in windsports through its Ocean Rodeo subsidiary, but following a 2023 RTO and a 2024 strategic refocus under Sage's leadership, Alula divested Ocean Rodeo to concentrate on becoming an ingredient brand. Today, Aluula is targeting both premium outdoor markets—packs, tents, wind sports—and larger commercial and industrial applications, where strength, durability, and recyclability are key. Aluula will be presenting at our conference in Toronto, the Planet MicroCap Showcase on October 21-23, and invited her on to discuss: The science behind Aluula's glue-free composites Strategic pivot from Ocean Rodeo to ingredient branding Long but improving sales cycles for adoption Differentiation from commodity materials like polyester and nylon Expansion plans into higher-volume industrial applications Financial discipline, with recent margins of 40–45% For more information about Aluula Composites, please visit: https://aluula.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.