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Best podcasts about fortescue

Latest podcast episodes about fortescue

The Uptime Wind Energy Podcast
Australia’s $17B Grid Expansion, Recycling Blades to Steel

The Uptime Wind Energy Podcast

Play Episode Listen Later May 25, 2026 3:04


Allen covers Suzlon hitting 2 GW in a single Indian state, Nabrawind’s crane-free turbine install in Namibia, Antora’s South Dakota thermal battery, Australia’s $17 billion grid expansion, and Shimizu recycling old turbine blades into steel. 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! GOOD MORNING. The wind industry is not just getting bigger. It is getting smarter. And today … we have the proof. Let us start in India. SUZLON GROUP just crossed a milestone. Two gigawatts of wind orders … in a single Indian state. The latest deal … sixty-five turbines at three megawatts each for a company called SUNSURE ENERGY. SUNSURE is not a utility. It is an independent power producer building round-the-clock clean energy for data centers … electric vehicles … and heavy industry. Wind paired with solar and battery storage. Power that does not stop when the sun goes down. SUZLON is already building six hundred and sixty-four megawatts of additional commercial and industrial projects in the same region. And SUNSURE … backed by PARTNERS GROUP of Switzerland … has seven gigawatts in development across India with a target of ten gigawatts by two thousand thirty. That is not government-led. That is private capital chasing wind. Now … across the ocean to Africa. A Spanish company called NABRAWIND [NAH-brah-wind] just solved a problem that has plagued remote wind farms for years. How do you install a turbine when you cannot get a crane to the site? Their answer is a system called SKYLIFT. No heavy-lift cranes. None. A self-erecting tower combined with a blade installation tool they call the BLADERUNNER. They just put up a GOLDWIND six-megawatt turbine at a wind farm in NAMIBIA. And here is the part that changes the math. Traditional crane installation needs calm air. Six to eight meters per second. Maximum. NABRAWIND’s system works in fifteen meters per second sustained … with gusts up to twenty. That site blows hard. All the time. Which is exactly why they chose it. When complete … seven turbines … two hundred and thirty gigawatt-hours a year. About six percent of NAMIBIA’s entire electricity demand. NABRAWIND was acquired by Australia’s FORTESCUE last year as part of its industrial decarbonization push. So India is stacking private-sector wind orders. Africa is installing turbines without cranes. And in SOUTH DAKOTA … they are storing the wind itself. A California startup called ANTORA ENERGY just built a five-gigawatt-hour thermal battery at an ethanol plant in BIG STONE CITY. More than two hundred solid carbon blocks. When the wind blows at night and nobody needs the power … the blocks absorb cheap electricity and heat up. When the plant needs energy … the blocks release heat or generate electricity through special cells that capture light from superheated material. Think of it as a giant toaster oven battery. Full power expected by October. The plant’s president put it simply. Nobody has got a switch for the wind. It blows when it wants to blow. Now … down under. The AUSTRALIAN government just announced the biggest single expansion of its electricity grid. Nineteen renewable energy projects. Seven-point-eight gigawatts of generation. Seven-point-nine gigawatt-hours of battery storage. Seventeen billion dollars in private investment. Nineteen thousand construction jobs. Power for four million homes. Among the largest … RWE’s [arr-vay’s] THEODORE wind farm in QUEENSLAND. One-point-one gigawatts. Up to one hundred and seventy turbines. Three billion Australian dollars. RWE … the same company building offshore wind in England and Denmark … is now building onshore in AUSTRALIA. And the AUSTRALIAN government is not stopping. They just opened the next round of tenders. Another five gigawatts. Finally … JAPAN. Major contractor SHIMIZU [shee-MEE-zoo] CORPORATION has developed a way to recycle old wind turbine blades. Not into park benches. Not into landfill. Into steel. The blades are cut and crushed into a material that goes into electric furnaces to adjust the carbon content of steel … making it harder and stronger. JAPAN expects to replace one hundred to two hundred turbines a year by the two thousand thirties. That is two to three thousand tonnes of blade waste. Annually. SHIMIZU has built about twenty percent of the wind power facilities in JAPAN. They see this technology as a way to grow their entire wind energy business. So … let us step back. India stacks two gigawatts of private-sector wind orders. Africa installs turbines in gale-force winds … without a crane. South Dakota stores surplus wind in superheated carbon blocks. Australia backs nineteen projects with seventeen billion dollars. And Japan turns old blades into stronger steel. From the factory floor to the scrap yard … from the wind farm to the furnace … the industry is solving problems at every stage of a turbine’s life. And that's the state of the wind industry for the 25th of May 2026. Join us for the UPTIME WIND ENERGY PODCAST tomorrow.

The Uptime Wind Energy Podcast
Conference Recap, Suzlon Targets Europe

The Uptime Wind Energy Podcast

Play Episode Listen Later May 19, 2026 33:11


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.

Diving Deep With Sam Fricker
Dr Andrew Forrest || Founder of Fortescue and Philanthropist through Minderoo

Diving Deep With Sam Fricker

Play Episode Listen Later May 19, 2026 52:45


Hosted on Acast. See acast.com/privacy for more information.

Business News - WA
At Close of Business podcast May 14 2026

Business News - WA

Play Episode Listen Later May 14, 2026 12:22


Tom Zaunmayr and Nadia Budihardjo discuss the recent court judgment on Yindjibarndi Aboriginal Corporation's action against Fortescue and the state government. Plus: P&N Bank in new merger plan; Boffins Books to close after 37 years; and Forrest family's Ningaloo resort approved.

The Uptime Wind Energy Podcast
Offshore Turbine Prices Jump, Data Centers Squeeze US Grids

The Uptime Wind Energy Podcast

Play Episode Listen Later May 12, 2026 21:49


Rystad reports offshore turbine prices have jumped 45% since 2020, plus data centers squeeze US grids, Fortescue chases real zero by 2030, and GE Vernova battles Vineyard Wind in court. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! 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 Rosemary Barnes, who’s been busy in Australia up in Sydney at a energy conference. Rosemary, what happened this past week?  Rosemary Barnes: Oh, yeah. I’ve been up in Sydney for the Smart Energy Conference and Exhibition. It’s a big… I don’t know if it’s the biggest. I think they get about 12,000 people or something through the doors. So yeah, it’s, it’s one of the big, maybe the biggest, um, energy conference in Australia. It’s really focused on distributed energy households. So in the past, it was, like, nearly all solar, um, like rooftop solar. There used to be lots of installers that were there and, yeah, there’s heaps of solar [00:01:00] panels around in the exhibition hall. And over the last few years it’s been a mix of batteries and solar, and then now this year it was basically 99% batteries, 1% EV chargers, and almost not a solar panel to be seen. I didn’t actually spend that much time in the exhibition this year. I mostly was, um, attending sessions. Andrew Forrest from Fortescue headlined, and that was really good. I haven’t seen him speak live before. Y- you know, he, he told about all the, like, good plans that Fortescue’s doing to get to real zero by 2030. So he’s on a real rampage at the moment to try and get rid of the diesel rebate that we pay at the moment. We pay diesel users a, a, yeah, a fuel, fuel rebate. It was just cool to hear about y- you know, all of Fortescue’s plans, why they’ve got this big green grid that they’re building out in the Pilbara. Um, I really liked when he said, you know, it’s not, it’s not magic, it’s, um, it’s just, what did he say? Like, maths, physics, engineering, and [00:02:00]economics, and a bit of courageous leadership. That’s what you need to make a green, a green electricity grid. So I really like that the, you know, engineering was mentioned, was mentioned there. I did actually get the chance to ask him a question, too. Wanted to know, um, you know, like, Fortescue is, is really one of the most interesting things about the company is that they are using brand-new technologies or even not quite there yet technologies. I asked, uh, Andrew Forrest, I asked him, you know, like, how you make these bold, bold decisions, does it ever, you know, worry you that it’s not gonna work out? And I was assuming he would say, “It doesn’t worry me,” um, because, you know, he has that kind of brash, confident personality. So I, you know, my follow-up was, what, what steps do you take so that you aren’t worried by it? And he said it does worry him, and he s- stays awake every night worrying, worrying about if these technologies aren’t going to work. And that, uh, basically they try and have a really, really solid plan B that isn’t a [00:03:00] brand-new technology. So, um, you can, you know, infer from that, that if the– I mean, first of all, he said, “We don’t invest in the technology until they have demons- demonstrated with a good prototype that it’s likely to work.” Um, but I guess that, you know, assuming that they’ve ran into problems in the rollout of all of these Naberebo towers, that, um, they have a backup of some conventional towers.  Speaker 2: Yeah, uh, the, the Fortescue people, when we talked to them about, pfoof, probably six months ago, maybe a little bit longer, we were helping to build a farm out in Western Australia. It was a small team, much smaller than anything you would see in the US, and it does sort of align with the Australian approach to it, is that you don’t need a massive team of people to do these projects. You just need to know what you’re doing, and that was really remarkable. So e- I’m not surprised that Fortescue is continuing on in, in different aspects. It does seem like they’re pretty bold about their engineering approach and taking on massive projects that otherwise wouldn’t be [00:04:00] done and-  Rosemary Barnes: It, it’s also really cool to hear, uh, Andrew Forrest or anyone from Fortescue talk because they’re talking about things that they’ve done. You know, like we have so much when you’re at these, uh, events and, you know, everyone’s doing these inspiring talks, it’s always about, “Oh, this is the possibility for the future.” But Fortescue has actually, has actually done it. Yeah, there was a lot of, like, actual progress discussed at this conference. It wasn’t, “This is what we could do if we all joined hands and sang Kumbaya.” It wasn’t like that, you know? It’s like, this is what’s happening when the engineering is there, the economics are there, and the government isn’t standing in the way. Um, y- you know, you can make a lot of, a lot of progress. And you know what? Like now we’ve got so much distributed energy in Australia. It’s the rooftop solar that we’ve been building for, you know, 20 years by now. Um, and it’s the, the batteries especially. Like it is a- starting to have a noticeable impact on electricity prices, and co- coal and gas are both reducing in the grid. I think the last quarter of gas use in Australia was the lowest it’s [00:05:00] been since 1999. Like, um, yeah, so it’s, yeah, it’s, it, it’s dropping, you know? And so I think that that’s a really unique story for Australia is that households can actually really change the dial.  Speaker 2: Well, can I ask you about that? Because the data center issue is popping up again in the United States, and one of the things about data centers is they feel like you, you’re gonna need a good amount of batteries to support if the grid hops on or turns off, that they wanna be able to support this data center, so having a buffer and batteries would make a lot of sense. However, there’s not a lot of battery storage in the US at the minute versus a place like Australia where there’s a lot of it. Doesn’t it make a lot of sense to start putting data centers in Australia? I still don’t understand Why that hasn’t been done? Because electricity prices are cheaper, the land is available, the infrastructure’s there. It’s going [00:06:00] to be, you would think, easier to build in Australia than it would be in the United States. What’s the dilemma there?  Rosemary Barnes: I think certainly there are plenty of plans to build big data centers in Australia. Um, and now I’m gonna go, like, move a little bit outside my expertise, but I think that one of the issues is that at the moment, a lot of the data centers need to be quite close to where the work is happening. So I mean, you’re always gonna need data centers close to any big city where people are, are using the internet. Um, but aside from that, you know, like, the tech sector in the US is much bigger, so the people actually developing, um, you know, training, um, uh, yeah, training AI models, um, are more likely to be sitting in the US and, you know, need a large amount… Not all of their compute needs to happen nearby, but a fair chunk of it. And so I think that that is one reason why so far that’s where it is. Um, but it also doesn’t mean… I mean, there’s [00:07:00] plenty of smart, um smart computer types in Australia as well as the US, so you could start to see more companies moving, um, moving to where electricity is cheap. I think that– And grid connections are fast.  Speaker 2: The one thing you notice about using any of the AI platforms today is, like, there’s a built-in delay. Unlike when you’re on Amazon or any other s- active site, when you click, you want something to happen immediately. With AI, they, they build in a little wait process, which means you can have a data center anywhere, because you’re not expecting an instantaneous response from it. That means, in a sense, they’re setting it up to be a global industry. There is more of a delay now than there was a month ago. And I assume that has to do with usage, and they’re trying to manage all the data usage, right? So electricity is one of the limitations in the United States. That’s evident right now. The amount of data centers is a problem, so they’re trying to spread out the usage, and they are definitely… At least Anthropic is slowing it down. [00:08:00] I’d imagine all the other ones are doing the same thing. So it does open up the world to cheaper electricity.  Rosemary Barnes: There’s heaps of really interesting work happening in trying to get, um, AI and data centers to be better grid citizens, not probably primarily out of the goodness of their heart, but because of two things. One, grid connections are really slow, and so there’s a strong incentive that you can save, in some places, years off your development time if you can just bring in enough batteries, enough smart tech to make sure that you’re never going to, um, you know, add to peak, peak load in the grid, then you can- You know, change how things go. It’s also a matter of, like, social license as well, because at the moment it’s probably not too bad. People don’t realize too much. But if people’s electricity prices start going up because, you know, grid had to be built out because of da- data centers, they’re gonna start getting pissed as soon as they realize what that is. So I think [00:09:00] that, um, you know, these big companies, what do they call them? Hyperscalers. I think that they’re aware that that is gonna come and that that is a really strong incentive to do the right thing before they are made to do the right thing. Because, you know, like, if people got really upset then, um, you could easily have the rug pulled out from underneath a project that you thought was all set to go ahead, you know, could very easily be delayed indefinitely. I mean, we’ve definitely seen in the US that-  Speaker 2: Right. In 30 states in the US have already put prohibitions or limitations on data centers. That means there’s only 20 states left. Alaska is probably not a prime choice, Hawaii is not either, so you even have fewer. It does seem odd that when these limitations pop up that the discussion doesn’t move to other countries. Australia being an easy one, because electricity there is practically free. It seems like a smart move, but they haven’t made it yet.  Rosemary Barnes: Yeah, I mean, it’s not, it’s not [00:10:00] practically free in Australia yet, but I think that the, um, horizon, um, like the, you know, the outlook is it’s, it’s getting cheap. We… And we are finally seeing wholesale prices actually start to come down. But there’s this really awkward middle period though, you know, like, because, um, at the moment we’ve still got all of the… nearly all of the coal generation there, nearly all of the gas generation is there, and you need to have it there until you build out the other stuff. But it’s like prices drop and drop and drop when you’ve got this oversupply problem. But you’re gonna have the oversupply problem until you’ve got enough to start turning off, you know, gigawatt, two gigawatt, um, thermal generators. So it is a really weird middle, um, mid- mid-transition, I think is the term for it. You need planning. You know, you need… You actually do need… At some point you need a plan, and you need to execute it and expect that, like, every step you take is not gonna be better. Y- you know, like [00:11:00] some steps you’re gonna take that are gonna make it, um, economically worse for the short term. But, you know, like, if you’ve got a mountain range in between you and your destination, then yeah, like it’s, it’s really hard going for a while. But you’ve gotta climb that mountain if you wanna get to the other side and, um, you, and you, you can’t do that without a plan. Speaker 2: Well, what other place on the planet has or will have shortly unused gigawatts of old generation? I don’t think I know of one. It, it’s gonna be Australia So th-those gigawatt plants that were thermal plants that won’t be needed ’cause the price of electricity is so low, it does seem like a smart person would put a data center right next door to it. Rosemary Barnes: No, but we wanna turn ’em off. I  Speaker 2: don’t think you’re gonna be able to, Rosemary. I’m just saying, the world needs, uh, AI and it’s coming.  Rosemary Barnes: We’ll see. I think that, um, you know, I did get quite energized by the event, the, um, SSE event that I was at this week because it’s like there are a few things that [00:12:00] Australia, um, you know, really has, like, an opportunity to be world leaders in. And when you get to be the leader, then it means that the technologies that you invent to solve the problems that, you know, the early adopters have, you have the headstart on that. And, you know, as other countries follow in your footsteps, you have the opportunity to lead, lead those technologies.  Speaker 2: 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 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 if you want to build an offshore wind farm in Europe right now, you had better be ready to pay. A new analysis from Rystad Energy shows that the turbine selling prices have jumped between 40% and 45% [00:13:00] since 2020. And here’s the thing, manufacturing costs only went up about 20% to 25% over the same period. The difference is pure pricing power. And with GE Vernova out of the new offshore order book and only Siemens Gamesa and Vestas left to supply Western markets, developers are facing a seller’s market in the most critical of components. Nacelles and blades are where the bottleneck hits hardest, and there is no quick fix in sight. So Rosemary, Siemens Gamesa and Vestas are leveraging the, the lack of com- competition, particularly from China at the moment, to gather market share and to raise prices, which I think everybody would agree if you’re on the engineering side of wind turbines, the prices needed to come up because there’s some work that needs to be done, and the engineering side has been pretty thin. To make these turbines more resilient, [00:14:00] you’re gonna need more engineering, it can be a little bit more on the manufacturing side. That takes money So prices had to come up  Rosemary Barnes: Yeah, I mean, I, I, I agree. It’s definitely n- not the case that everyone would agree. Anybody who has a spreadsheet and they’re trying to get the number, number right so that they can develop a new project is gonna say that it’s a bad thing, and it will also probably slow down development a little bit. Although, I guess if there was a supply constraint, then that was already a natural, um, handbrake, so maybe there’s no difference. But I do think that, um, you know, and I’ve said it a lot of times, like, you know, wind power reduced, it had a really steep cost reduction curve through the 20-teens, and I think that it was just artificial. You know, like it was driven by competition rather than true cost reductions in the technology. I think we undershot the price level that it needed to go for, and there just wasn’t enough money to do proper engineering, and, you know, w- we see that. Y- you know, you and I work in O&M, and we deal ev- every day with, with things where it’s like how did, [00:15:00] uh, how, how did they think that this technology was ready when they went and sold thousands of turbines with it? And I know that the answer is not that, um, engineers were lazy or stupid or just didn’t s- see the problems coming up. It was just too, too fast a pace of technology, um, rollout, like new technologies combined with just relentless focus on, on cost. You know, like all of my projects, it’s just like you just have to reduce cost and reduce it and reduce it and reduce it and, you know, to the point where you’re making changes that you don’t have time to fully check. Um, and, you know, then you have quality problems in the field.  Speaker 2: What’s the effect of an Indian manufacturing company in Europe on the offshore marketplace? If like an Adani or one of the other, Suzlon, one of the, one of the big manufacturers in India decides to make offshore wind turbines at scale, [00:16:00] wouldn’t that dramatically shift the marketplace in Europe? Rosemary Barnes: Yeah, I guess if you’ve got a new player, it’s always gonna shift things a bit. I don’t think it matters specifically that it’s Indian. Um, but a new player is gonna wanna be making sales and probably, you know, setting their price at the point that, that they need to, to, um, get those sales, maybe not initially worried so much about profits. If we were talking about Chinese manufacturers in Europe, and we have in the past, if we’re talking about that, then I think that that is a bit more relevant which, which country it is because China, you know, has just like essentially infinite money to put behind it and can keep on going long enough. You know, like they don’t need to make a, a profit every single year or every single five-year period even. They can think longer term. I, I, as far as I know, India is not quite the same as that, so I would expect it to be a bit more short-lived, but that’s always the risk that, you know, someone comes in and [00:17:00] undercuts, um, undercuts for long enough that it- causes the local local, uh, manufacturers to not be able to compete and shut down  Speaker 2: Well, just knowing some of the operators that were doing offshore wind projects and their desire to bring in a alternative to keep prices to the level that they could accept, with Mingyang being shut out at the minute, they’re gonna have to look somewhere else. So I think the only place they can find an alternative lower price competitor is gonna be India. Although the turbines aren’t at scale yet, I, I think you’ll see somebody make noise about it in the next six months on the operations side.  Rosemary Barnes: I think the European manufacturer is a probably better place to just scale up. Speaker 2: Well, let’s talk about GE Vernova for a minute, because the legal fight over America’s first large off-scale wind farm just got more complicated because Vineyard Wind reached commercial operations on April 24th, about a week or [00:18:00] two ago, and activated its purchase power agreement. Well, uh, now GE Vernova is using those very milestones against Vineyard Wind in court. GE Vernova filed an emergency motion arguing that the activation of those contracts undermines Vineyard Wind’s claims of irreparable harm. But Vineyard Wind’s attorney says the project is generating at less than half of its 806 megawatts capacity, and GE Vernova’s work is still needed to get it there. The next court hearing is set for this week. This little battle continues, and it’s– Although it seems fairly quiet, you don’t hear a lot of news reports about it in, uh, particularly the mainstream press, not too much about it, it– this has huge ramifications because as we talked about offshore wind over in Europe, if, if GE is truly getting out, and particularly if they’re in a fight with one of their largest purchasers of turbines, it’s gonna [00:19:00] disincentivize Europeans from even considering GE. In my opinion, I don’t know how you would think that GE would be one of the options. Although you would like to have three competitors bidding on every project in Europe, I think GE’s taken itself out of the marketplace because of this, this lawsuit.  Rosemary Barnes: Mm. You know what it reminds me of? It, um, it reminds me of the Justin Baldoni versus Blake Lively lawsuit that’s ongoing at the moment, where it’s just, like, mutually assured destruction. Speaker 2: But at least they settled, Rosemary. They’re, they’re not fighting anymore.  Rosemary Barnes: They settled, but they didn’t settle all aspects of it.  Speaker 2: The only reason I know about that is because you keep mentioning it. So when I see it pop up, I would normally just let it go. But I figured Rosemary’s focused on this, I should probably at least dabble in it briefly. 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 [00:20:00] 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 Rosie, I’m Allen Hall, and we’ll see you next week on the Uptime Wind Energy Podcast.

Business News - WA
At Close of Business podcast May 7 2026

Business News - WA

Play Episode Listen Later May 7, 2026 12:10


Tom Zaunmayr and Jack McGinn discuss The McKell Institutes' foray into WA. Plus: Budget brings fuel handout; Decision due on Fortescue and Yindjibarndi; $335 million solar farm approved.

Business News - WA
At Close of Business podcast April 24 2026

Business News - WA

Play Episode Listen Later Apr 24, 2026 10:15


Jack McGinn speaks with Nadia Budihardjo about a recent court ruling and what that means for freedom of information requests. And the latest on the gas tax parliamentary inquiry, Fortescue's $950m green energy project and Artrage's leadership change.

Business News - WA
Mark My Words April 24 2026

Business News - WA

Play Episode Listen Later Apr 24, 2026 45:31


Mark Pownall, Jack McGinn, Tom Zaunmayr and Claire Tyrrell discuss Woodside's AGM, BHP-China impasse ending, exploration costs reprieve, Fortescue's green power play and more.

Money News with Ross Greenwood: Highlights
Mining boss calls for diesel credits to be cut ⛏️

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Apr 22, 2026 8:51


Dino Otranto CEO of Fortescue joins James Willis to discuss the mining giant's push to cap diesel credits. See omnystudio.com/listener for privacy information.

Energy Insiders - a RenewEconomy Podcast
Why wind projects are stalled at the gate

Energy Insiders - a RenewEconomy Podcast

Play Episode Listen Later Apr 10, 2026 62:02


Large scale wind projects are not getting finance and are not getting built. CEIG's Richie Merzian discusses potential solutions, the looming CGT threat, and what's wrong with the CIS. Plus: Big month for EVs, and Fortescue's plan to eliminate diesel.

CommSec
Market Close 10 Apr 26: Aussie shares rocket to best weekly gain since 2022

CommSec

Play Episode Listen Later Apr 10, 2026 9:41


The local market snapped its three-day winning streak with a cautious 0.1% dip today, as investors braced for weekend US-Iran peace talks. Despite the minor pullback, the ASX rallied 4.4% across this holiday-shortened week leading to its strongest performance in over three years - recouping a massive portion of its March losses. Financials and Materials led the charge, while Energy slumped 5% as ceasefire hopes weighed on oil prices. Telix Pharmaceuticals soared 7% on positive FDA news, while Fortescue slipped 1.3%. All eyes now pivot to tonight’s US inflation data, with expectations of a tick higher to 3%, as well as US-Iran peace talks over the weekend. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Punters Politics
Albo's Fuel Discount Stunt, The Nanny State vs Google Maps & Australia's First Crowd-Funded Lobbyist

Punters Politics

Play Episode Listen Later Apr 7, 2026 43:02


This week, we unpack the 26 cent fuel excise cut that's supposed to save you money at the pump while the government quietly hands over $10 billion a year in petrol subsidies to Gina and her mining mates. We break down why this three month discount costs taxpayers $2.5 billion, how 15 mining companies pocket $3 billion a year from fuel tax rebates punters never get, and why even Fortescue's CEO Dino Otranto is calling out the scam on LinkedIn. CBA Boss Backs Gas Tax & The Lobbyist Power Play The head of Commonwealth Bank publicly backs a windfall profits tax on gas companies, and we explain why corporate Australia is finally picking sides. We meet Punter Rachel, the crowd funded lobbyist hired with your $80,000 to take on the gas cartel in Canberra. She breaks down her strategy for targeting marginal seats, lobbying crossbenchers, and preparing for budget week to expose exactly what the gas lobby asked for and what they got. Nanny State Update: P Platers Banned From Google Maps Queensland police confirm that learner and P plate drivers are banned from using Google Maps on their phones, even hands free, even through Bluetooth, but they're legally allowed to unfold a street directory while driving. We sound the nanny state alarm again and explain why this rule is peak Karen policy that makes young drivers less safe, not more. Card Surcharge Ban Finally Arrives & The Free Sauce Quest Launches From October 2026, Australians will no longer be slugged with card surcharges at checkout, ending the $1.6 billion annual cash grab by banks on Visa and Mastercard transactions. We celebrate the win, call out the final cash grab delay, and launch the free sauce side quest with stickers, bottles, and a heat map at freesauce.quest to track every pie shop in Australia giving punters a fair squeeze. Bypass the Algorithm, Sign up to the Punter Times Newsletter https://www.punterspolitics.com/pages/email-sign-up Support We the Punters on PATREON (https://www.patreon.com/punterspolitics) Buy Punters Stickers & T-shirts (https://www.punterspolitics.com/)

The Front
Is Twiggy Forrest secretly negotiating world peace? 

The Front

Play Episode Listen Later Apr 7, 2026 17:59 Transcription Available


Australians know him as the affable mining billionaire Twiggy - but is Andrew Forrest living a double life as a top-level diplomatic powerbroker? Our North Asia correspondent, Yoni Bashan, spent a while at the court of King Twiggy and joins us to discuss this charming, confounding character. Read more about this story at theaustralian.com.au and see the video by subscribing to our YouTube channel. Moving beyond mining, Andrew Forrest is trying to broker peace between superpowers Fossil fuels a ‘weapon of war’ Forrest warns global CEOs at the the China Development Forum Fortescue founder Andrew Forrest takes aim at powerful Beijing-backed entity battling with BHP This episode of The Front is presented by Claire Harvey, produced by Kristen Amiet and edited by Joshua Burton. Our team includes Lia Tsamoglou, Tiffany Dimmack and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

The Uptime Wind Energy Podcast
UK Bans Ming Yang, Vestas Plans Scotland Factory

The Uptime Wind Energy Podcast

Play Episode Listen Later Mar 31, 2026 25:08


The UK bars Ming Yang on security grounds while Vestas announces a €250M nacelle factory in Scotland. Also, Nordex reaches a 199-meter hub height milestone and male bats use turbines as courtship song perches. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! [00:00:00] 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: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall, and I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And. The hot news this week is Scotland, and Scotland is gonna be a major hub for manufacturing for all the offshore wind that is happening in the UK and around Europe. Well, the UK government ruled that Chinese turbine maker Ming Yang poses a national security threat and blocked its products from UK offshore wind projects, which in turn killed a plan for a one and a half billion pound Scottish factory. And then a couple of hours later, Dana Danish Giant Vestus announced plans to build its own cell [00:01:00] and hub factory in Scotland with an investment of about 250 million euros and up to about 500 jobs. Uh, but there is still a catch. Vestus is only going to move forward if it wins enough orders from the UK’s offshore wind. Auction program and allocation round eight was announced recently, so that’s gonna happen. So obviously Vestus would like to win a number of turbine orders from that, but that’s a pretty major announcement by the UK and by Vestus. It does seem like Vestus will be the leader in offshore winds in the uk. Is that the long term play now? Is that there’ll be a primary. Wind turbine source for the uk and that would be Vestas.  Rosemary Barnes: Weren’t we just covering, didn’t we just cover last week about another Danish manufacturer who just closed in a cell, uh, manufacturing facility in Denmark? Allen Hall: Siemens did.  Rosemary Barnes: So yeah, one week [00:02:00] Siemens is closing a factory in Denmark and the next week. As Bestus is opening similar factory in the uk. So that’s a interesting little geographic, uh, bit of information,  Matthew Stead: isn’t it? Thanks to our friends, the royal family in the uk, that they’re really promoting offshore wind. Matthew Stead: Uh, my understanding is they own the rights to the offshore water. Uh, well, obviously the offshore, offshore area, and they, they have promoted, um, the use of leases. And I, I understand, I might be cor incorrect, that the royal family is the one that may gain the, the benefit from the leases.  Allen Hall: It’s the crown of state in the UK that. Manages the royal family’s holdings. [00:03:00] Some part of the awarded amount or the, the leases are going to go to the royal family. I forget what that number is. Maybe 10% of ’em. And the rest basically are the treasury of the uk.  Matthew Stead: Oh, not all of it.  Allen Hall: Yeah, not all of it. But yeah, I mean it definitely benefits the royal family.  Matthew Stead: Yeah. So kiosk to the royal family for promoting it.  Allen Hall: Well, the price of petroleum in oil products recently has skyrocketed, of course. And, uh. The push to get renewables as the leading source of electricity generation in the UK is a massive move, which will. Promulgate all through Europe, everybody’s gonna be on that same pathway, I would think. Right now, the, the, the unique part about the UK and these, these Scottish efforts is that the speed at which the UK and Scotland in particular are going after it, you see some commitment by the Scandinavians in Germany to get to some of these numbers. But, uh, the UK is putting in an action. And they have a in, uh, industrial growth plan, which [00:04:00] is a little bit unique that this is part of the growth strategy of the UK is they’re trying to grow jobs, they’re trying to get higher paying jobs into the uk and this is the, the one way they’re trying to accomplish it. I was listening to a podcast today talking about this. It was someone representing, I think it was great British energy, but they are at least the, as the discussion points, they were trying to show comparisons. To what will happen and when to What has happened in the past with aerospace that the UK realized it’s good at composites, manufacturing wings, doing power plants, rolls Royce is there, right? So there’s a number of parallel. Tracks that the UK is going to to try to do through, um, their knowledge of aerospace into the wind turbine market. We’ll see if that comes to fruition. I’m not sure where these vestus turbine blades are gonna be built. They’re gonna be V 2 36 turbines, 15 megawatt machines out in the water. I, I assume that the turbine blades are gonna be coming from outside the [00:05:00] uk, but maybe the UK is working on something with Vestus about that.  Rosemary Barnes: I don’t know, but, but the UK government with their auctions has definitely laid the framework that would enable manufacturers to make that sort of investment or that, that sort of investment decision. So it wouldn’t, wouldn’t surprise me if we saw more manufacturing there. They’ve got, you know, the most secure, uh, and long, long term pipeline, more the most visibility around. Future projects. So if I was a company looking for, you know, where am I gonna open another factory, that would probably be quite appealing. That security really helps when you’re planning out a factory to know that you’re highly likely to have orders filling it for, you know, the lifetime of the factory. Even if costs are a little bit higher, I think that it would be, you know, you can offset a certain amount of cost by. The certainty.  Allen Hall: What are the short term ramifications for Chinese wind turbine manufacturers in Europe? Are you gonna see [00:06:00] more of these type of moves like the UK just did today, where they’re gonna put some prohibitions in? Or will there be some places that, uh, Chinese manufacturers can set up base?  Rosemary Barnes: To me, it’s really strange because it’s, it’s like you’re worried about security, so you don’t let them come bring their technology to your country. It’s. Like the, to me, the obvious thing is the other way around. If they’re worried about, um, technology transfer and IP theft, that they, um, should have prevented European wind turbine manufacturers from sitting up factories in China, because surely that’s how the big transfer of knowledge happened. Now China, you know that that’s where, that’s where they learn how to make win winter turbines 10, 20 years ago. Um, and what they’re doing today in China is, is not, it’s not like static from that. They have also developed their own, you know, their own ideas and taken the technology in a different direction. Why don’t we take the opportunity to learn from that? I, I find it a bit, [00:07:00] a bit funny that, um. Yeah, that you would ban a manufacturer from coming to your country because you’re concerned that they have, um, you know, copied or stolen your technology in the past and can’t see how they’re gonna do that by bringing their tech to your country. Matthew Stead: And how does that tie in with the discussion we had the other week about the tariffs and removal of tariffs on certain components? Um, Alan, do you know if that’s linked at all?  Allen Hall: I don’t think it’s linked. There hasn’t been any news articles about it. However, there’s gonna be a lot of hard choices made about where components do come from. That does seem like the UK government is thinking about what components can be made in the uk where UK engineering and technology can be applied to, to change the marketplace and where they want to go buy components. Uh, are they gonna buy them from China or are they gonna buy them from Poland or somewhere in Eastern Europe or somewhere in South America? There’s a lot of places to buy components today. Or India. I think India is obviously, uh, one of the top choices, [00:08:00] right? Just because it was a colony years ago. And there’s a relationship there between the UK and India. Is that where the technology transfer begins? Uh, instead of it with China? Probably so delamination and bottomline failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep into the label materials. To find voids and cracks. Traditional inspections completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions.[00:09:00] Alright, how tall is too tall? Well, for onshore wind, the answer keeps changing with. Nordics group just receiving its first order for a turbine with a hub height of. Drum roll please. 199 meters. So there must be some sort of limitation at 200 meters is where the limit is. So they came in one meter below it. It’s what it smells like.  Rosemary Barnes: The limitation would be on the tip height, not the hub height.  Matthew Stead: Should have been 200,  Allen Hall: just routed up to 200. See?  Rosemary Barnes: Yeah. But this is Germany, right? Where it’s like you, the number is what engineering says it should be, not what looks nice on a marketing brochure or in a press release. You know, if, if the tower should be 199.2 meters, then that’s what it will be.  Allen Hall: Well, three of these 199 meter towers rise up in a project in the North Rhine with Flia area of Germany, and it’s gonna drink power in a very [00:10:00] low wind speed region. Uh, the. Towers are gonna be constructed in typical Nordic fashion, and the, the top portion of the tower will be steel. The, the lower portion will be concrete. So you may be talking about what height for concrete are you talking about a 50 or a hundred meters of a concrete tower? That seems amazingly high because Nordex does a unique thing where they, they kind of jigsaw piece together and erected that way. I don’t. I think I’ve seen them do anything nearly that high. But, uh, there are other ways to get to that hub height, but it does seem like concrete and steel are gonna be the pathway. Are we gonna see more of this? Uh, as wind turbines move off the prime spots where the wind speeds are high, that instead of looking, putting more turbines where the wind speeds are high, you’re just gonna put. Really, really tall turbines up with massive rotor diameters to keep them spinning.  Rosemary Barnes: [00:11:00] Yeah. But I think it kind of makes sense in Europe, like this project, it’s three turbines, right? So if you had smaller turbines, like a smaller turbine might be cheaper per megawatt. Um, in terms of like if you have a really large wind farm with just a lot of them. But this site, you know, imagine they’ve got a triangular plot and they can put one turbine at each corner. They’ve really, really wanna maximize the amount of power that they can get from each, each turbine because it, you know, like on a small site, the area it’s capturing, it kind of extends past the, the edges of the land footprint, right? Because they’ve got, you know, such huge, huge turbines. So for those really small projects, I think that it is a different, um, equation that they’re calculating. For what the optimal turbine size is. And it, it does make sense to really go after every what that you can get from that site. Since you, you’ve got so few turbines that you can work with. Allen Hall: Well, they need unique construction methods to get the [00:12:00]blades that high and to get them the cell on top of the tower.  Rosemary Barnes: I guess a crane, a specialized crane will be the, a tricky thing.  Matthew Stead: And then how do you repair it? You know when, when you need to change a blade out, how you gonna get it? That crane bag. Uh, how, how, how are you gonna get up and down? I mean, it’s gonna take you half an hour to, in a little lift to get up. And what if you need to go to the toilet?  Allen Hall: Let’s get to the heart of the matter.  Yolanda Padron: Yeah. I mean, at least it’s only three, right?  Allen Hall: But it’s gonna take you how long to get up that tower if you’re in the lift. Those lifts don’t move that fast. And it isn’t like you’re in, you know, a modern office building where the elevators move very quickly. It’s gonna take a little bit of time. Uh, I guess things, things we’re gonna have to figure out, uh, because we have seen a number of technologies that, they talked about installing blades, using cables, and you see some of that more recently, but 200, roughly 200 meters high is a long way to go. So they must have a plan on how they’re going to do it.  Rosemary Barnes: So a co Google says that wind turbine [00:13:00] lifts slash elevators range from 0.3 meters per second to one meters per second. Um, I guess at your fast  Allen Hall: 200 seconds.  Rosemary Barnes: Yeah. So at at best, it’ll take you three and a half minutes to get up there and at worst. 10 minutes. Matthew Stead: So definitely a toilet up  Rosemary Barnes: there. There’s no way there’s a toilet up there. Kept real, Matt, they put toilets up in wind turbines, you hold it or you know, if you’re a gross man, then you just, you, you go off the side and they will tell you, you know, like when you. When you’re doing site, your site inductions, it’s like, oh, don’t park in this location because people pee there. Allen Hall: Are you downwind?  Rosemary Barnes: Yeah, your car could get hit.  Allen Hall: Do they have a wind sock at the bottom of each of the towers? Is that what’s going on?  Yolanda Padron: I mean, at least like 10 minutes isn’t too bad compared to like when you’re free climbing the smaller towers that didn’t have the lifts in them yet. Like that take, I mean, I might be slow. It took me like half an hour at least  Rosemary Barnes: Last [00:14:00] time I was on site, some of the team were climbing. ’cause that’s just the exercise that they get. And they climbed the same speed as the um, as the lift roughly. Um, but I don’t think they would do that over 200 meters. You know, I think, you know, there’s a difference at a hundred meters versus 200 meters of, of climbing like that. I mean, it makes sense. You don’t need a gym membership, you don’t need to go for a run after work ’cause you’ve got your exercise during the day.  Yolanda Padron: That’s after that.  Matthew Stead: I’m just wondering about how much it would actually be moving around, like when it’s, when it’s under maintenance, how much, um, horizontal sway you’d actually get. Rosemary Barnes: Yeah. I mean, already when you stand at the top of a, um, a wind turbine tower, you definitely feel it.  Matthew Stead: You’re getting sway.  Rosemary Barnes: Yeah. So. More than that, but it is, I mean, it’s, it’s evolution not revolution, right? Like, we’ve already got towers that are 160, 180 meters tall, so it’s a, a little bit more than that. It’s let’s not, let’s not get too crazy. It’s not changing the world, it’s just, [00:15:00] you know, we, we know all the bad problems for tall towers and these are a little bit worse,  Yolanda Padron: but it’s only pre, so it’s not a hundred big, big, big towers, right?  Allen Hall: I think you gotta be careful because it, when you get to these hub heights. Everybody on the ground in the neighborhood can see it forever. Uh, it does raise concerns. I know it will in the states. I don’t think you’ll ever see a hub height that high. It could be wrong on shore, but it, it wouldn’t seem like that would be a smart move for a lot of operators. ’cause there’s a lot more ground. Right. And the winds are pretty good in America, so you can just spread it out. But making taller turbines would be a big pushback I think, from society.  Rosemary Barnes: Then, which who, whose record are they breaking? I thought that they, this, yeah, this is the tallest hub height on shore.  Allen Hall: Their own.  Rosemary Barnes: But don’t we also have that announced project from Fortescue? What are their Tower Heights gonna be using the NRA lift technology a hundred, 180. Those are in the absolute middle of nowhere. There’s definitely no neighbors there that are [00:16:00] complaining about heights, but there’s also absolutely no shortage of land there. You know, have as many turbines as you want, so they’re. Doing it. Yeah. Like a totally different calculation to figure out what’s the optimal tower height. And they’ve come to similar conclusions. So that’s kind of interesting.  Yolanda Padron: Going back to the, the, you know, people complaining issue. I know of some communities who have benefited a lot from wind turbines in the states and like seeing them just because they know like, oh. Every time that’s spinning, like, I’m getting more this quarter. You know, like that, that’ll be my nice little bonus. It’s like, it’s a nice passive income. ’cause all they have to do is just have him there. Um, and so I think it, I mean it really depends on what the community is like over there and with regards to. How they would like, like whether or not they would like to see these huge things in their backyards or to Rosie’s point, if they’ll see them in their backyards. Right. Like it’s, it could just be like the middle of nowhere. [00:17:00] Rosemary Barnes: Yeah. I know in some parts of Europe people don’t mind too much. Like in Denmark, you’re never very far away. Or in Jutland, at least where I live, you’re never very far away from wind turbine. Like, I couldn’t see them. I probably could see one old one from my house, but, um, you know, like they’re, they’re not like looming over you. But people aren’t, aren’t so bothered as they would be in Australian suburbs or in parts of the us and also other parts of, like, Southern Germany is not so fond on wind turbines. So, you know, I think it, it just totally depends on where the area is as to how, how, how happy people are gonna be to, to see them in their daily life  Matthew Stead: or offshore Japan.  Rosemary Barnes: Yeah, I think the key is that you make them, you don’t want ’em to be so tall that someone can look at it, that isn’t benefiting from it. So. Like in the us if people are getting payments for the turbines, I’m sure they’re happy to look at them and just see dollar signs. But if you are the neighbor whose site was supposed to have a turbine and then they redrew the wind farm and now it doesn’t have a turbine, if you can still see them, they’re gonna piss you off every time you, you [00:18:00] see them. I think so probably really depends.  Allen Hall: The Tavis billing in Germany is the Commerce Bank at 259 meters. So these turbines will be bigger than that, or taller than that? Yeah,  Matthew Stead: the whole of Germany. Wow.  Allen Hall: 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 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 PS win.com today. While wind turbines and bats have always had an uneasy relationship, now researchers in Germany have found a surprising reason why bats keep flying into the danger zone. Male bats are using wind turbines as song purs, circling the the cells while [00:19:00] singing courtship calls to attract female bats. A study from the Museum of Nature and in Germany analyze more than. 80,000 audio recordings from its six German turbine sites and found bat songs right in the rotor web zone. The songs draw females tore the turbines, which helps explain why more females than males are found hurt underneath the turbines. During mating season, uh, researchers say smarter curtailment strategies based on the behavior. It could reduce fatalities and without sacrificing too much energy production. So this is a unique, uh, aspect of bats. I guess there’s a mating process that happens where the bats are chirping and the females come together, but the, the, it’s not a very successful strategy if you run your mate into a winter turbine plate that’s not really accomplishing the goal. [00:20:00] However, the, the turbine curtailment. Period would actually be limited. Right. So you would know when the bats are out doing this little disco dance or whatever they’re going doing out in Germany. What kind of, what kind of dance does Germany do right now? What, what’s, what’s the end dance in Germany? Rosemary must know,  Rosemary Barnes: I think it’s still, still pretty, pretty electronic and um, in Berlin the last time I was there anyway,  Allen Hall: so electronic music. Okay. Well, maybe they can play some electronic music and push the male bats away ’cause that’s probably what it’ll do. But the, this leads back to a lot of discussions about birds and bats in the United States and around the world where there’s just different things happening in every site and we, we tend to wanna have one engineering answer for the worldwide bat and bird community. And that’s not going to be the answer. You’re gonna have to do a little bit of homework. And Rosemary has pointed this out numbers of times in regards to painting one blade. Black and that that was one experiment and one place, and it’s not transferrable. This could als this, uh, [00:21:00] bat dance span song issue. Could be very local.  Rosemary Barnes: Yeah, that’s right. I, I think it’s a, at least a second project with the one blade black thing. But thanks for. Preemptively raising that? I guess so. No, I see everywhere. All over social media. Oh, all you need to do is paint one blade black. Anyway, moving on from that. I, I think you’re right that it’s gonna be highly localized. It’s gonna depend on the specific kind of bat. Um, and, you know, probably a specific population of bat as well. I know, um, in the US at least, and it’s probably true around the world. There has been a, a massive increase in the amount of funding available for bat scientists, uh, since wind farms started being built and people realized that they affect bats. So I bet that there’s some, some bat scientists who is just, you know, geeking out over. Just, you know, this new information that they have about the way that, um, bat mating rituals happen. So that’s pretty interesting. It does make me [00:22:00] sad though that, um, yeah, these, these poor bats just trying to fall in love and find a partner and. Make baby bats and instead they’re getting whacked by a wind turbine. That, yeah, that, that’s not great. I hope that they’re able to pretty, pretty promptly learn enough to be able to at least, you know, stop the turbines and then, you know, they can work on refining it so that they reduce the, um, the losses, um, in order to do that over time. Allen Hall: Yolanda, you live in one of the back capitals of the world?  Yolanda Padron: I do, yeah.  Allen Hall: I mean.  Yolanda Padron: I’m, I’m not, I cannot say I’m a bad expert at all, but I am really curious to see exactly like. Whether these bats would, or this type of bat would do a similar thing to other tall structures, or if it’s just dependent on structures that move like turbines or have some component that moves. Or is it just a turbine specific thing? Because I mean, we have bat season right now [00:23:00] in Austin, so like you have all the bats coming out at Sunset, and it’s this huge. Thing and you’ll see them in like tall buildings, but they’ve, not one bat has ever hit my window in my apartment in the whole like four years that I’ve been here. And a lot of birds have hit it because, I mean, I think birds are slightly dumber than bats, some of them at least.  Allen Hall: Whoa, easy  Rosemary Barnes: bats are amazing though. Like, think, think about it. They have developed sonar capabilities. They’re mammals just like us. They can fly. We had to develop fighter jets, basically like billions of dollars spent on defense programs to develop the capabilities that bats have just evolved for themselves. So I think that you do have to give bats a whole lot of credit. I think you have to give birds a lot of credit too. There’s a lot of very smart birds, but birds do fly into stationary things in a way. Bats don’t seem as likely to. What you do see in Australia is a lot of bats, um, electrocute themselves on power [00:24:00] lines if they, ’cause our bats are quite big here. Matthew Stead: Um, but I was thinking, um, you know, like, uh, a way of keeping away males from shopping malls is to play elevator music, so maybe they could change the sound that. Around the turbine, and maybe they could play like elevator music rather than disco music.  Allen Hall: I, I, I, I like you a lot. This question like, why are they there? Like what’s, what’s attracting the bats to the turbines to begin with? Why are the male bats there? What’s their echolocation something?  Rosemary Barnes: But I mean, these are questions, I’m sure bat scientists asking these questions, and now they’ll probably have funding open up to them to know the answer. So I like, I, I think. There’s, there’s pluses and minuses. There’s obviously minuses for the bats that are being affected right now, but in the long term I think that it’s, you know, it’s good for the field of bat science. I’m sure that there’s like some, um, technical name for a bat scientist, and I’m sorry, I dunno it. Chiro neurologist. Chiro neurologist. [00:25:00] I.  Allen Hall: If that 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 if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show For Rosie, Yolanda and Matthew, I’m Allen Hall and we’ll see you here next week on the Uptime Wind Energy Podcast.

Left of Lansing
377: Monday Musing: Michigan Pays Price For Trump's Anti-Clean American Energy Agenda

Left of Lansing

Play Episode Listen Later Mar 23, 2026 5:09


Click here to donate $5 on Left of Lansing on Patreon!https://www.patreon.com/15494297/joinHere's the Left of Lansing "Monday Musing for March 23, 2026.Last week, we talked about how the Trump Regime's anti-clean energy agenda will lead to more deadly storms that Michigan's experienced in recent history.This week, Pat Johnston explains how that anti-clean energy agenda is hurting working class Michiganders' economically. By gutting clean energy jobs and initiatives, the Trump Regime is gutting Michigan's economic security and future. Please, subscribe to the podcast, download each episode, and give it a good review if you can!leftoflansing@gmail.comLeft of Lansing is now on YouTube as well!Music provided by Wanderbeats. To hear the latest project, visit Space Leopard on various streaming sites, or visit: https://www.youtube.com/@SpaceLeopardClick here to donate $5 on Left of Lansing on Patreon!https://www.patreon.com/15494297/joinNOTES:"Michigan lost billions in climate-related investments in Trump's first year." By Kelly House of Bridge Michigan "Michigan gas prices surge 33 cents to highest point since 2023, AAA says." By Myesha Johnson of The Detroit News "Chang, clean energy advocates warn Detroit missed jobs, health gains after Fortescue exit." By Kyle Davidson of Michigan Advance "EPA pulls plug on ‘Solar for All,' $156 million in Michigan projects cut" By Nina Misuraca Ignaczak of Planet Detroit #podcast #politics #michigan #Progressives #Democrats #MAGA #Trump #Republicans #ClimateChage #CleanEnergy #IranWar #GasPrices #Economy #WorkingClass #Jobs #Solar #Wind #RenewableEnergy #EVCars #DataCenters #CorporateGreed #CorporateCorruption #GovernmentCorruption #HealthCare #Environment #Authoritarianism #Democracy #LeftofLansing

CommSec
Market Close 23 Mar 26: ASX sinks to 10-month low

CommSec

Play Episode Listen Later Mar 23, 2026 9:40


The Aussie share market tumbled to a 10-month low as escalating US-Iran tensions sparked a global sell-off. The ASX 200 briefly entered correction territory, dragged down by a 2.4% fall in the materials sector, while energy stocks bucked the trend with a 1.3% gain. Miners including BHP, Rio Tinto and Fortescue posted double-digit losses this month, and gold stocks plunged 32% from record highs. The financial sector also slipped, weighed by the major banks. Investors remain on edge ahead of key inflation data and further geopolitical developments. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Uptime Wind Energy Podcast
UK Drops Offshore Wind Tariffs, Ming Yang in Germany

The Uptime Wind Energy Podcast

Play Episode Listen Later Mar 17, 2026 24:54


The crew discusses the UK removing tariffs on offshore wind equipment, Vineyard Wind’s final blade shipment from New Bedford, and Ming Yang joining Germany’s offshore wind association. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” 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: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’m here with Matthew Stead, Rosemary Barnes and Yolanda Padron. And the UK is really gearing up for offshore wind and they’re making some really smart moves and. One of them is, uh, the change in tariffs. So the British offshore wind manufacturers have been fighting really an uphill battle for a long time and for years. The companies that build turbines and components in the UK have faced import tariffs on the materials needed most, which tends to be steels like steel. Uh, cables, specialized parts from overseas all carried a tariff with it. Well, now the federal government has acted to [00:01:00] remove those tariffs on offshore wind equipment. The move is expected to save UK manufacturers tens of millions of pounds every year. And for an industry trying to cut costs and scale up that kind of relief could make the difference between winning. Losing contracts, and I’m surprised the UK has waited this long and I think other countries have the same problem. Obviously the US is taring the heck out of everything at the minute, but uh, a lot of European countries do put tariffs on the raw materials and the components that are used to make wind turbines. That’s not a smart long term move if you’re trying to deploy. Gigawatts of offshore wind.  Matthew Stead: Well, I, I think, uh, the recent events in the world show that energy security and not importing energy is a wonderful thing. And so this completely aligns with that, um, that objective. So I think that’s why we all agree with you, Alan. Allen Hall: Well do, is there a, a. A threshold here where other countries start to do it [00:02:00] and for whatever reason there’s, there’s tends to be tariffs on energy in all forms of it. Right. And there and on steel in particular, that seems to be a big area of concern. Are we gonna start to see some of those come down just to lower the cost of wind turbines and to deploy the middle of the water? ’cause there is a lot of steel in an offshore wind turbine.  Matthew Stead: It’s been like China. I mean China has, you know, a lot of clean energy, low cost energy and it is to their advantage. So I, I think it’s a entirely logical approach and I would’ve thought it’s, if you’re a good on policy, you would definitely be looking at this. Allen Hall: Is this has been a concern of the UK steel industry, which has been diminishing over the years? Uh, so it’s always been a pain point with the uk. They’ve been trying to stand up their own steel industry and forever they had a big steel industry In the uk you think of all the. The steel that was built from late 18 hundreds all the way up to the 1980s and nineties. Uh, but it does sound like you, you gotta pick and choose your battles here. And maybe the UK has [00:03:00] finally said, okay, the, the steel battle is a separate issue within offshore wind, and maybe we gotta do something different.  Matthew Stead: I mean, I think Australia did the same thing ages ago. I mean, we had a car, car industry and you know, we just didn’t have the scale. So, you know, Australia’s picking its battles and um, yeah, I mean, you can’t be good at everything, so you know why not. Uh, get the, the lower cost energy and um, deal with it that way.  Rosemary Barnes: Australia has actually just announced, you know how Australia’s got the policy to support clean energy technology manufacturing in Australia. And they started with, um, solar panels and then they’ve also got something related to battery cells. Well, they just announced wind turbine tower manufacturing, um, which is very simple. The reason why Australia doesn’t have, um, wind turbine tower manufacturing anymore. Is just because we can’t compete on price with Asia, um, in general and China specifically. It’s interesting now to be like, okay, let’s support Australian [00:04:00]manufacturing of wind turbine towers when like there’s no technological barrier. It’s pure cost, cost issues. I would really love to see the Australian government supporting some of the new manufacturing methods and you know, like we’ve seen that Fortescue has invested in. Um, in Ena Lift, the Spanish, Spanish company, um, ESCU has, has bought their tower manufacturing. Um, it’s, it’s like modular, advanced thing that’s gonna work well for remote areas. Otherwise it’s just like, pay a bunch of money so that we can make towers more expensively, but we can sell them at a competitive rate with the Chinese. And I don’t know, to me that’s not very strategic. I always prefer we support the next, the next thing.  Allen Hall: Whatever happened to spiral welding and making towers on site. I think that died about a year or two ago because they were trying it here in the United States and about building ’em at the wind farm. But it sounded like just setting it up to [00:05:00] build the spiral mechanism, the, the cold, uh, forming plus all the welding on top of it. It got to be so expensive to install on site that it was just easier to, to build a central location, which I think they were going for. I’m not even sure that in today’s world, because of the advanced technology in the existing way of manufacturing is so good and inexpensive that it makes any sense to try anything else. It just seems like it’s, there’s just stamping out parts right now.  Rosemary Barnes: Oh, no. I mean, we definitely need new, new methods because we’re really constrained on how tall towers can get if you just wanna make a steel cylinder and ship it out in, you know, whole pieces, like whole cross sections and. Um, put them together vertically. That’s you. You know, like we’ve, we’ve gotten about as tall as we’re gonna get for that because if you want to go any taller, you’re gonna have to start massively increasing the thickness of the tower to make it stiffen up. And that just means way more steel to keep material costs reasonable. You need to increase the diameter, um, beyond [00:06:00] what you can transport on the road. Um, but I think that it’s like the, the, the problem is definitely real and well established, but it’s like with many other. Problems. You know when you start thinking, okay, we’ve got a solution to this problem at that time, there aren’t other solutions, so you’re sure that you know you’re gonna win. And so spiral welding was one of the early ones. Oh, we can fix this problem, but. While they’re developing that and trying to get the capabilities where it needs to be, the cost down, you’ve got a dozen other competing ways that you could solve that problem. And they include like, um, some manufacturers, I think Vestus is one. They’re cutting longitudinally. And so instead of, um, shipping out towers in a single cross section, it’ll be like four. And then they’re bolted together on site. Um, and then Concrete Towers is another one. The Naber Lift, um, thing that I mentioned.  Matthew Stead: Wooden towers.  Rosemary Barnes: Yeah, wooden Wooden towers is, uh, another one I’ve covered, uh, [00:07:00] on my YouTube channel. Matthew Stead: They really should make them out of carbon fiber, shouldn’t they?  Rosemary Barnes: Well, I have, it’s not, it’s You’re saying that as a, as a crazy thing. It’s not, it’s not such a crazy thing. And I have, I have, I have looked into it. You wouldn’t do it outta carbon fiber. You’d do it outta glass. Um, there’s a lot of. There’s a lot of benefits to it, and I actually do believe that we might eventually see like 3D printed glass, um, towers. Allen Hall: No.  Rosemary Barnes: Now we’re just getting into our standard. I, I believe the future might look different to the, to the present day, and Alan never thinks that anything’s ever gonna change.  Matthew Stead: I would’ve. 3D uh, printed concrete towers would have some logic.  Rosemary Barnes: There’s been pilots of 3D printed concrete, concrete towers. I’m, I’m pretty sure GE had a, um, a project on that and there might have been somebody else that did, took it a bit further. It’s all possible. It’s also like concrete towers are, are good, but it is local. Like it depends on having the right materials around locally. ’cause you don’t want to have to transport Hess of. Concrete and water to site. Um, [00:08:00] so yeah, anyway, the point is that like, just because you’ve identified a real problem and you’ve got a solution to it, if you are gonna take five or 10 years to develop your technology and get it to the right price point, you are not gonna be the only, the only solution anymore. So people often like massively overestimate how valuable their idea is. Um, and by the time that it’s ready, it’s not the best solution anymore. So I think like the lesson from that is to just. You need to just move really, really fast and keep your peripheral vision available to see what other technologies are developing in tandem and know when, when to pull the pin. If you are no longer, you no longer have a path to be the best solution, then. Stop. Even if you’ve got 90% of a solution, don’t bother with the last 10%. If you’re never gonna sell it, you know it’s a waste go. Um, let, let all your smart people work on something else. Allen Hall: Delamination and bottom line, failures and blades are [00:09:00]difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections, completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades. Back in service, so visit cic ndt.com because catching blade problems early will save you millions. Can we pull the pin? On digital twins. I came across another company that was pushing digital twins in the wind turbine space. And I thought, I thought we got rid of that a year ago. Can we stop doing that?  Rosemary Barnes: I, um, in general, like I think a lot of times you see digital twins and I can’t see the point, but there are some applications where you [00:10:00] definitely can,  Matthew Stead: uh, I can add on the digital twin, so the IEC 61 400 dash 32, the new blade o and m standard has in the, in its current draft, it has a section on digital twins. Um, and um, at the last meeting there was a debate as to whether that should be taken out because actually, um, AI, ml, um, all these, um, approaches will just overrun the concept of the traditional digital twin. So, um, I was voting for it to be removed, um, but. Other people didn’t. And so it’s still in the current draft. Yolanda Padron: I am a little bit tired around digital twins at the idea of, like, I’ve seen the title slapped around a lot of things that just aren’t digital twins. And I think that gets even more confusing to a lot of people who are just new to the space or new to the idea that then they, they, they hear digital twin, they have like an idea about it or like, oh, it’s really great, and then they pursue something that just [00:11:00] really isn’t, it’s just a. A monitoring system that they wanted to name something else.  Allen Hall: Yes, that’s it.  Rosemary Barnes: I’ve seen it used well in manufacturing, which is not usually what people are selling it as, but you know, if you have a new composite part, for example, and like a wind turbine blade is a really good example, you design it. And then you can only test it to a certain extent. Um, and you never know exactly what you’ve made, right? And so it’s really hard to kind of relate, like to validate your design tools when not every blade is the same. You know, it’s aiming to be the same. The design is the same every time, but you’re gonna get different results every time you test it. But with some advanced, uh, manufacturing, like my favorite thing to argue with Alan about 3D printing, um, fiber reinforced composites. You can really precisely know exactly what your part looks like all through the structure. You know where every void is. Um, you know where every fiber is and then so you know that exact part. Then you can test that exact part, and you do that with, you know, a dozen of them and you can really [00:12:00] build up a model of what kinds of defects are really, um, you know, doing what to the performance output. And then that can help you to get your quality, um, acceptance to really, like you, you can do the things that matter instead of guessing, oh, okay, yeah, we know that we want this much. Bond line, you can actually know, okay, well like where does that matter? Where doesn’t it? What’s the actual threshold? However, it’s very expensive to do that, and I don’t know that it would make sense for wind turbine blades economically, maybe. Maybe it will one day. I mean, if we can get the quality data that we need, there are big pro quality problems that need to be solved with blades so. I think it’s something to not totally rule out anyway. Matthew Stead: That’s quality control. That’s not a digital twin.  Rosemary Barnes: No, but it is. You have the di you have the make up a digital twin of the, of the part that you’ve made, and then you test it and then you can, um, digitally test the [00:13:00] part that you, the model that you have. So it is a digital twin. Um, it’s just used in a very different way to what digital twins are usually sold as. It’s not at the right level yet for a hundred meter long. Composite wind turbine blade. Um, and also because you would need to destructively test, you know, a, a whole bunch of blades which no one can afford to, to do that.  Yolanda Padron: What if we were to take all the money from like FSAs and stuff that they have to spend, like the OEMs actually have to spend from all of the manufacturing defects from, oh, I tweaked this on this blade type in this. Factory and set it to print and then I tweaked it over here and then I set it to print for like hundreds and hundreds of blades. Um, you know, all of that money spent accumulates too, if we really wanna look at the business case. But eventually, I think maybe it’d be great if it were to work out. I am also.[00:14:00] Hoping  Rosemary Barnes: I, I think it would be a really interesting project to work, and I bet I could. I, I bet that, you know, a good project manager could get, get a positive business case out of it. At the end. One of the problems is that like service, the service department bucket of money is not at all related to the manufacturing bucket of money. Um, so, or the, yeah, the engineering back of the money that, that, that would be a really big problem and make it harder to find a positive business case. But I still think that it’s, um. Yeah, it, there’s a lot of potential there. It would be really interesting project to work on.  Matthew Stead: In terms of the operational phase, I, I think, um, like I said before, the A IML tools. A way more powerful with anomaly detection rather than building a, a fancy digital model, which is not accurate. Um, actually you’re better off looking at the deviations and then the anomalies from what you expect. And I, and there are quite a few people that are doing that, and I, I personally think that’s a way more effective method during the operations and maintenance phase. Rosemary Barnes: But I think that that [00:15:00] would be related. It would be a way to improve what you’re doing there because you said, yeah, digital twin, that’s not. Accurate. So you would need to be accurate. That would be the project to figure out like how you can get accuracy in the right places that you need it. You wouldn’t be able to afford to have accuracy over the entire blade ’cause it’s just way too much data. And then, um, it would help you to figure out like what anoma, what anomalies do we need to look for that are the, the critical ones. I, I think that they would, they would work in partnership. Um, not as two separate things. Can I just plug, because I’m gonna go to China in April and can I just plug that if anyone has any projects, I’ll be there anyway. And um, yeah, so I am sharing the cost of the trip between a few different collaborations and there will be a chance. To, to get me out there to see some manufacturing, et cetera. Would be really excited to go visit some Chinese [00:16:00] manufacturing, some Chinese development. Got a few, few tentative irons in fires at the moment, but would love to have Chinese companies reach out to me and see if we can arrange a collaboration  Allen Hall: 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 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 PS wind.com today. It has been a turbulent chapter in offshore wind in America. No doubt about that vineyard wind. The first large scale offshore wind project in the US has faced a crazy difficult road after months of uncertainty, partial construction, and a federally ordered pause. The [00:17:00] project has reached a telling milestone the first. And final shipment of the last blade has departed the port of New Bedford, Massachusetts. And, uh, the blades were just sitting on port for a little while. Uh, Keyside. So this is the last blades or set of blades that’s going out to a turbine. This should sort of wrap it up. I, although I do think there are a couple of blades that may still need some modification updates, something of the sort. But in terms of getting termites out in the water. This should be it. And remember a few months ago, GE and uh, a number of others, vineyard was saying that they’re trying to be done in March. So they’re going to come really close to doing that. And that I know they’re trying to get power all turned on for the site. Because once that happens, it’s really hard for the, uh, the federal government to put any stops on them. I, I guess the question is now, is there any future for offshore wind for [00:18:00]ge now that this is complete and, and it’s kind of off the books, which is what they’ve been trying to do for the last roughly two years, is get it off the books. Matthew Stead: Um, as a positive, I mean. You know, every industry goes through challenges and improve. So I mean, despite all the turmoil, you know, there has to be some good come from it, even though it is been a painful, horrible process. You know, surely there’s some good come from it in terms of improved quality in the future, improved processes, so,  Allen Hall: well, I, I guess that’s the question is are they taking some of these lessons learned and applying them, or are they taking the lessons learned and saying we’re not gonna do that again in, in terms of going down the pathway for offshore wind. Matthew Stead: Well, I think if, uh, if they don’t apply the lessons, that’s sort of, it shows a massive failure of an organization.  Allen Hall: Yeah. It may, I guess it’s a question if it’s a technical failure or a financial failure. Maybe it’s both at the minute until they get everything up and running. But I think the financial side has been. Driving a number of the, of the decisions because the [00:19:00] technical side hasn’t gone all that well.  Matthew Stead: Uh, I think, uh, I think the financial side is an art, which I don’t understand.  Allen Hall: Yeah. Yeah. There’s a lot of moving pieces in financing offshore wind. Now, Vestas has won a, a couple of big. Uh, orders from RWB offshore and Vestus has obviously been in, in some offshore, not at the scale as originally as some of the other OEMs. It does look like the future is bright for Vestus offshore. Is that just gonna continue on that? Vestus is going to invest heavily in offshore and basically dominate that market. Or compete against a a Chinese manufacturer. It doesn’t seem like Siemens is gonna win a lot of offshore contracts off. At least today it doesn’t. You don’t see a lot of noise about that. You see mostly Vestas winning these gigawatt orders. It almost seems inevitable they’re gonna win most of them.  Matthew Stead: Um, I don’t, being long way, way away from where these projects are being made, uh, installed. Um, I don’t have the same sort of insights. [00:20:00] Um, but, um, I mean, obviously yeah, vest, MHI, the previous, um, you know, joint venture with MHI, which especially heavy industries. Um, obviously they’ve come from a, a long pedigree of, um, working offshore, so yeah, I mean, why not? And, um, it seems to be a more of a gradual ramp up, um, and a more orderly, systematic ramp up for offshore. So, yeah. Why, why wouldn’t that work?  Allen Hall: Well, we should hop on the. China discussion because, uh, China’s when turbine makers obviously been trying to build turbines in, in Europe at scale for quite a while now. Uh, and Ying Yang is talking about focusing their efforts on. Germany and they have joined the German Offshore Wind Association BWO. And this is not just a membership cards, uh, that they have subscribed to. It is really like, in a lot of people’s opinion, a strategic signal that Ming Yang intends to compete in the European off.[00:21:00] Market, maybe starting with Germany. Ming Yang was trying to get into Scotland originally, and they were talking about a billion and a half pounds being poured into Scotland to develop factories for offshore wind. Maybe that has come, uh, time has passed and Ming Yang is moving on to Germany. That’s what it reads like to me. Or, or they’re gonna hedge their bets and, and look at both places to see if they can get a foot. Print established in either country.  Matthew Stead: I mean, reputation matters. So you really need to build up a, a footprint. And why would you apply a scatter gun approach? So, I mean, you know, just targeting, you know, one region or, um, you know, makes complete sense to me. So, you know, get, get, get some turbines in the water, get them up and running, get them, get the reliability and the, the reputation, and then, and then go from there. I mean, made complete business sense.  Allen Hall: Well, does that mean that, uh, a mean yang is going to have to lose a little bit of money early on to get some turbines in the water just to demonstrate that they [00:22:00] can do it at scale in Europe? Matthew Stead: I might defer to Rosie, but I would’ve thought they don’t need to, you know, cut costs. I think they’re already cost effective. So you would’ve thought they would just go in, um, with their, their normal product offering and still be successful. Uh, but maybe I’m, I’m on the wrong mark there.  Rosemary Barnes: My understanding is, and I, I don’t know heaps. But my understanding is with Chinese when turbines, that there’s a separate version for the Chinese market, and then if they wanna sell it internationally, then they need to make a new version of it that will pass the IEC, um, standards and the kinds of, you know, certification testing that everybody in those markets is used to. So you’re not always getting, or I don’t think you, I think you’re usually not getting the exact same product. So just because the product exists in China doesn’t mean that it is. Um, without risk in new markets.  Allen Hall: Well, I’m, I’m just curious if ING Yang will have to do a complete IEC certification process because they haven’t done it yet. Uh, is that what you’re saying?  Rosemary Barnes: They do [00:23:00] a, actually a redesign so that they can pass the, um. Certification and then they, yes, they do the whole certification process. However, Mingan hasn’t sold no turbines outside of China. So they have, or it’s not like this is a brand new thing for them that they’ll have to have to, you know, figure out as they go. Um, they’ve, they’ve, you know, I, I, if they haven’t done it for these specific turbines that they’re planning to manufacture in that factory, they’ve at least done it for others and know the process. Um, yeah, and I think we all know it’s not that hard to pass a certification test, so it’s not like a huge obstacle for them. But it will add, it will add cost to the, um, to the process and to the product. Probab probably, you know, there are some design changes that will be needed that will increase the cost of the product. So I don’t think that we’re gonna see, um, you know, Chinese turbines from any, any manufacturer outside of China that are as cheap as the prices that you see within China. Matthew Stead: To be fair though, um, there is a strong, um, Chinese involvement in the IAC committees. So, um, [00:24:00] definitely the, the standards are being used. So, you know, the standards are being used in China, and so I, I don’t think it’s a huge stretch from, you know, the, the domestic product versus the international product. Allen Hall: 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. Don’t forget to subscribe. So if you never miss an episode, and if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover this show for Rosa, Yolanda, and Matthew. I’m Alan Hall, and we’ll see you here next time on the Uptime Wind Energy Podcast.

Business News - WA
Mark My Words February 27 2026

Business News - WA

Play Episode Listen Later Feb 27, 2026 31:39


Mark Pownall and Tom Zaunmayr discuss Sussan Ley's exit, Wittenoom legal case, Fortescue's wind farms Laurence Escalante, and apartments in Mount Hawthorn.

The Uptime Wind Energy Podcast
Australia’s Wind Manufacturing Push, Ming Yang in Scotland

The Uptime Wind Energy Podcast

Play Episode Listen Later Feb 17, 2026 23:28


Allen, Rosemary, and Yolanda discuss Ming Yang’s proposed $1.5 billion factory in Scotland and why the UK government is hesitating. Plus the challenges of reviving wind turbine manufacturing in Australia, how quickly a blade factory can be stood up, and whether advanced manufacturing methods could give Australia a competitive edge in the next generation of wind energy. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” 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: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall, and I’m here with Yolanda Padron and Rosemary Barnes, and we’re all in Australia at the same time. We’re getting ready for Woma 2026, which is going to happen when this release is, will be through the first day. Uh, it’ll, it’s gonna be a big conference and right now. We’re so close to, to selling it out within a couple of people, so it’ll be a great event. So those of you listening to this podcast, hopefully you’re at Wilma 2026 and we’ll see, see you there. Uh, the news for this week, there’s a number of, of big, uh, country versus country situations going on. Uh, the one at the moment is [00:01:00] ING Yang in Scotland, and as we know, uh, Scotland. It has been offered by Ming Yang, uh, to build a factory there. They’re put about one and a half billion pounds into Scotland, uh, that is not going so well. So, so they’re talking about 3000 jobs, 1.5 billion in investment and then. Building, uh, offshore turbines for Britain and the larger Europe, but the UK government is hesitating and they have not approved it yet. And Scotland’s kind of caught in the middle. Ming Yang is supposedly looking elsewhere that they’re tired of waiting and figure they can probably get another factory somewhere in Europe. I don’t think this is gonna end well. Everyone. I think Bing Yang is obviously being pushed by the Chinese, uh, government to, to explore Scotland and try to get into Scotland and the Scottish government and leaders in the Scottish government have been meeting with, uh, [00:02:00] Chinese officials for a year or two. From what I can tell, if this doesn’t end with the factory in Scotland. Is China gonna take it out on the uk? And are they gonna build, is is me gonna be able to build a factory in Europe? Europe at the minute is looking into the Chinese investments into their wind turbine infrastructure in, in terms of basically tax support and, and funding and grants of that, uh, uh, aspect to, to see if China is undercutting prices artificially. Uh, which I think the answer is gonna be. Yes. So where does this go? It seems like a real impasse. At a moment when the UK in particular, and Europe, uh, the greater Europe are talking about more than a hundred gigawatts of offshore wind,  Yolanda Padron: I mean, just with the, the business that you mentioned that’s coming into to the uk, right? Will they have without Min Yang the ability to, to reach their goals?  Allen Hall: So you have the Siemens [00:03:00] factory in hall. They have a Vestus factory in Hollow White on the sort of the bottom of the country. Right. Then Vestus has had a facility there for a long time and the UK just threw about 20 million pounds into reopening the onshore blade portion of that factory ’cause it had been mothballed several months ago. It does seem like maybe there’s an alternative plan within the UK to stand up its own blade manufacturing and turbine manufacturing facilities, uh, to do a lot of things in country. Who I don’t think we know. Is it Siemens? Is it ge? Is it Vestus or is it something completely British? Maybe all the above. Rosemary. You know, being inside of a Blade factory for a long time with lm, it’s pretty hard to stand up a Blade factory quickly. How many years would it take you if you wanted to start today? Before you would actually produce a a hundred meter long offshore blade,  Rosemary Barnes: I reckon you could do it in a year if you had like real, real strong motivation [00:04:00] Allen Hall: really. Rosemary Barnes: I think so. I mean, it’s a big shed and like, it, it would be, most of the delays would be like regulatory and, you know, hiring, getting enough people hired and trained and that sort of thing. But, um, if you had good. Support from the, the government and not too much red tape to deal with. Then, uh, you know, if you’ve got lots of manufacturing capability elsewhere, then you can move people. Like usually when, um, when I worked at LM there were a few new factories opened while I was working there, and I’m sure that they took longer than, than a year in terms of like when it was first thought of. But, um, you know, once the decision was made, I, I actually dunno how long, how long it took. So it is a guess, but it didn’t, it didn’t take. As long as you would think it wasn’t. It wasn’t years and years, that’s for sure. Um, and what they would do is they don’t, you know, hire a whole new workforce and train them up right from the start. And then once they’re ready to go, then they start operating. What they’ll do to start with is they’ve got, you know, like a bunch [00:05:00] of really good people from the global factories, like all around, um, who will go, um, you know, from all roles. And I’m not talking just management at all, like it will include technicians, um, you know, every, every role in the factory, they’ll get people from another factory to go over. And, um, you know, they do some of the work. They’re training up local people so you know, there’s more of a gradual handover. And also so that you know, the best practices, um, get spread from factory to factory and make a good global culture. ’cause obviously like you’ve got the same design everywhere. You want the same quality coming out everywhere. Um, there is, as much as you try and document everything should be documented in work instructions. That should make it, you know, impossible to do things wrong. However, you never quite get to that standard and, um. There is a lot, a lot to be said for just the know-how and the culture of the people doing the um, yeah, doing the work.  Allen Hall: So the infrastructure would take about a year to build, but the people would have to come from the broader Europe then at [00:06:00] least temporarily.  Rosemary Barnes: That, that would be the fastest and safest way to do it. Like if it’s a brand new company that has never made a wind turbine before and someone just got a few, you know, I don’t know, a billion dollars, and um, said, let’s start a wind turbine factory, then I think it’s gonna be a few years and there’s gonna be some learning curve before it starts making blades fast enough. And. With the correct quality. Um, yeah. But if you’re just talking about one more factory from a company that already has half a dozen or a dozen wind turbine blade factories elsewhere in the world, then that’s where I think it can be done fast.  Allen Hall: This, uh, type of situation actually pops up a lot in aerospace, uh, power plants, engines. The jet engines on a lot of aircraft are kind of a combined effort from. Big multinational companies. So if they want to build something in country, they’ll hook up with a GE or a, a Honeywell or somebody who makes Jet engines and they’ll create this division and they’ll [00:07:00] stand this, this, uh, plant up. Maybe it’s gonna be something like that where GB energy is in the middle, uh, providing the funding and some of the resources, but they bring in another company, like a Siemens, like a Vestas, like a GE or a Nordex even to come in and to. Do the operational aspects and maybe some of the training pieces. But, uh, there’s a, there’s a funding arm and a technical arm, and they create a standalone, uh, British company to go manufacture towers to go manufacture in the cells to manufacture blades. Is that where you think this goes?  Rosemary Barnes: It depends also what kind of, um, component you’re talking about. Like if you’re talking about, I, I was talking a specific example of wind turbine blades, which are a mediumly complex thing to make, I would say, um. Yeah. And then if you go on the simpler side, when turbine towers, most countries would have the. Rough expertise needed, um, to, to do that. Nearly all towers at the moment come out of [00:08:00] China, um, or out of Asia. And with China being the, the vast bulk of those. Um, and it’s because they’ve got, aside from having very, very cheap steel, um, they also have just got huge factories that are set up with assembly lines so that, you know, there’s not very much moving of things back and forth. So they have the exact right bit of equipment to do. The exact right kind of, you know, like rolling and welding and they’re not moving tower sections around a lot. That makes it really hard for, um, for other countries to compete. But it’s not because they couldn’t make towers, it’s because they would struggle to make them cheap enough. Um, so yeah, if you set up a factory, you know, say you set up a wind turbine, um, factory in, uh, wind turbine tower factory in Australia, you, you could buy the equipment that you needed for, you know, a few hundred million dollars and, um. You could make it, but unless you have enough orders to keep that factory busy, you know, with the, the volume that you need to keep all of that [00:09:00] modern equipment, uh, operating just absolutely around the clock, your towers are gonna be expensive out of that facility. So that’s kind of the, that it’s cost is the main barrier when it comes to towers  Allen Hall: with Vestus in Mitsubishi recently having a partnership and then ending that partnership. It would seem like Vestus has the most experience in putting large corporations together to work on a, an advanced wind turbine project is they would, it would make sense to me if, if, if Vestus was involved because Vestus also has facilities in the uk. Are they the leading choice you think just because they have that experience with Mitsubishi and they have something in country or you think it’s somebody else? Is it a ge  Rosemary Barnes: My instinct is saying Vestas. Yes,  Allen Hall: me too. Okay.  Rosemary Barnes: Ge. It’s wind turbine Manufacturing seems to be in a bit of a, more of an ebb rather than a flow right now, so I [00:10:00] mean that’s, that’s probably as much as what it’s based on. Um, and then yes, like the location of, of factories, there are already some vest, uh, factories, vest people in the uk so that would make it easier. : Delamination and bottomline failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep into blade materials to find voids and cracks. Traditional inspections completely miss. C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions.[00:11:00] Allen Hall: Can you build a renewable energy future on someone else’s supply chain? Well, in Australia, the last domestic wind tower manufacturers are down. Last year, after losing a 15 year battle against cheaper imports from China, now the Albanese government wants to try again, launching a consultation to revive local manufacturing. Meanwhile, giant turbines are rising in Western Australia’s. Largest wind farms soon to power 164,000 homes. Uh, the steel towers, blades and the cells, they all arrive on ships. And the question is whether that’s going to change anytime soon. Rosemary?  Rosemary Barnes: Yeah, it’s, uh, it’s a topic I’ve thought about a lot and done a fair bit of work on as well, local manufacturing and whether you should or shouldn’t, the Australian government does try to support local manufacturing in. General, um, and in particular for renewables, but they focused much more on solar and [00:12:00] batteries. Um, with their manufacturing support, Australian government and agencies like a uh, arena, Australian Renewable Energy Agency have not traditionally supported wind like at all. It bothers me because actually Australia is a fantastic place to be developing some of these supporting technologies for wind energy and even the next generation of wind energy. Um, technologies, we, not any manufacturing. There are heaps of, um, things that would make it more suitable Australia, like just actually a really natural place to develop that. The thing about Australian projects is that they are. Big. Right. That makes it really attractive to developers because like in Europe where they’re, you know, still building wind, but you know, an onshore wind farm in Europe is like a couple of turbines here or there, maybe five, like a big wind farm would be 10, 10 turbines over there. Um, in Australia it’s like a hundred, 200 turbines at a time. Um, for onshore also choosing. Really big turbines. Australians, for some reason, Australian developers really like to [00:13:00] choose the latest technologies. And then if we think about some of the, um, you know, like new supporting technologies for existing wind turbines, like, you know, let’s, um, talk about. O and m there’s a whole lot of, um, o and m technologies, and Australia’s a great place for that too because as Australia wind farms spend so much on o and m compared to other countries. So a technology provider that can improve some of those pain points can much quicker get like a positive, um, return on investment in Australia than they would be able to in somewhere like America or, or Europe. So I think it makes sense to develop here  Allen Hall: with the number of wind farms. Rosie, I, I completely agree with you and. When we were talking about the war Dge wind Farm, which is the Western Australian wind farm that’s gonna expand, they’re adding 30 turbines to provide 283 megawatts. That’s like a nine and a half megawatt machine. Those are big turbines. Those are new turbines, right? That’s not something that’s been around for a couple years. They’ve been around for a couple of months in, in terms of the lifespan of, of wind [00:14:00] turbines. So if Australia’s gonna go down the pathway of larger turbines, the, the most advanced turbines. It has to make sense that some of this has, has to be developed in country just because you need to have the knowledge to go repair, modify, improve, adjust, figure out what the next generation is, right? I don’t know how you, this happens.  Rosemary Barnes: We see some examples of that. Right. And I think that Fortescue is the best example of, um, companies that are trying to think forward to what they’re going to need to make their, you know, they’ve got ambitious plans for putting in some big wind farms with. Big wind turbines in really remote locations. So they’ve got a lot of, um, it’s a lot of obvious challenges there. Um, and I know that they’re thinking ahead and working through that. And so, you know, we saw their investment in, um, nbra wind, the Spanish company and in particular their nbra lift. The bit of the tower that attaches to the rotor. It looks [00:15:00] pretty normal. Um, but then they make it taller by, um, slotting in like a lattice framework. Um, and then they jack it up and slot in another one underneath and jack it up and slot in another one underneath. So they don’t need a gigantic crane and they don’t need, um, I mean, it’s still a huge crane, but they don’t, they don’t, it doesn’t need to be as, as big because, you know, the rotor starts, starts off already on there by the time that the tower gets su to its full height. So, um, yeah, it’s a lot. That’s an innovative solution, I think, and it would, I would be very surprised if they weren’t also looking at every other technology that they’re gonna need in these turbines.  Allen Hall: If Australia’s gonna go down the pathway of large turbines on shore, then the manufacturing needs to happen in country. There’s no other way to do it. And you could have manufacturing facilities in Western Australia or Victoria and still get massive turbine blades shipped or trucked either way. To [00:16:00] wherever they needed it to go. In country, it would, it’s not that hard to get around Australia and unlike other countries like, like Germany was a lot of mountains and you had bridges and narrow roads and all that, and it, it’s, it’s much more expansive in Australia where you can move big projects around. And obviously with all the, the mining that happens in Australia, it’s pretty much normal. So I, I just trying to get over the hurdle of where the Albanese government is having an issue of sort of pushing this forward. It seems like it’s a simple thing because the Australian infrastructure is already ready. Someone need to flip the switch and say go.  Rosemary Barnes: I don’t know if I’d say that we’re we’re ready. ’cause Australia doesn’t have a whole lot of manufacturing of anything at the moment. It’s not true that we have no manufacturing. That’s what Australians like to say. We don’t manufacture anything and that’s not true. We do manufacture. We have some pretty good advanced manufacturing. If you just look at the hard economics of wind turbine manufacturing in Australia of solar panel manufacturing, battery manufacturing. Any of that, it is cheaper to just get it from China, not least [00:17:00] because some of the, um, those components are subsidized by the, the Chinese government. If you start saying, okay, we’re gonna have local manufacturing, like, you can either, you can achieve that either by supporting the local manufacturing industry, you know, like giving subsidies to our manufacturing. Or you could, um, make a local content requirement. Um, say things, you know, if you want project approval for this, then it has to have so much local content. You have to do it really carefully because if you get the settings wrong, then you just end up with very, very expensive, um, renewable energy. And at the moment, especially wind is. Expensive, and I think it’s still getting more expensive in Australia. It has been since, basically since the pandemic. If you then said, we’ve gotta also make it in Australia, then you add a bunch more costs and we would just probably not have wind energy then, so, uh, or new, new wind energy. So there needs to be that balance. But I think that like, even though you can say, okay, cheapest is best, it is also not good to rely on. [00:18:00] Exclusively on other countries, and especially not on just one other country to give you all of your energy infrastructure. If it was up to me, I would be much more supporting the next wave of, um, technologies. I would really love to see, you know, a new Australian. Wind turbine blade manufacturing method. Like at some point in the next decade, we’re going to start getting, uh, advanced manufacturing is gonna make it into wind turbine blades. It’s already there in some of the other components.  Allen Hall: Wait, so you just said if we were gonna build a factory in Scotland, it would take about a year. Why would it take 10 years to do it in Australia? Australia’s a nice place to live.  Rosemary Barnes: No, I didn’t say that. It would, it would take teens. I said in, sometime in the next decade around the world, wind turbine blades are basically handmade, right? They, you know, there are some, um, machines that are helping people, but you know, you have a look at a picture of a wind turbine blade factor and there’s, you know, there’s 20 people walking over, walking over a blade, smoothing down glass. And at some point we’re gonna start using advanced manufacturing methods. I [00:19:00] mean, there are really advanced composite manufacturing methods. Um, you know, with, um, individual fiber placement and 3D printing with, um, continuous fibers. And that’s being used for like aerospace components a lot. It’s early days for that technology and there is no barrier to the technologies to being able to put them, you know, like say on a GaN gantry that just, you know, like ran down the length of a whole blade like that, that could be done. If it was economic, that’s the kind of technology that Australia should be supporting before that’s the mainstream, and everybody else has already done it, right? You need to find the next thing, and ideally not just one next thing, but several next things because you’re not gonna, you don’t know ahead of time, um, which is gonna be the winner. Allen Hall: That hasn’t been the tack that China has taken, that the latest technology in batteries is not something that China is producing today. They’re producing a generation prior, but they’re doing it at scale. At some point they, the Chinese just said, we’re stopping here and we’re gonna do this, this kind of [00:20:00] battery, and that’s it. And away we go. If we keep waiting until the next generation of blade techniques come out, I think we’re gonna be waiting forever.  Rosemary Barnes: I don’t think why I think. Do, you know, make the next generation of, of blade bio technologies?  Yolanda Padron: I think it makes sense for someplace like Australia, right? Because we, we’ve talked about the fact that like here, you, you have to consider a lot of factors in operation that you don’t have to consider in other places, especially for blades, right? So if you can eliminate all of those issues, for the most part that are happening in the factory at manufacturing, then that can really help boost. The next operational projects.  Allen Hall: So then what you’re saying is that. There are new technologies, but what stage are they at? Are they TRL two, TRL five, TRL seven. How close is this technology because I’d hate for Australia to miss out on this big opportunity.  Rosemary Barnes: Frown Hoffer has actually just published an article recently, uh, [00:21:00] about some, I can’t remember if it was fiber, um, tape placement or if it was printed, small wind turbine blades. Small wind is a nice, like, it’s a, a nice bite-sized kind of thing that you can master a lot quicker than you can, you know, you can make a thousand small wind turbines and learn a lot more than making 100 meter long blade. That would probably be bad because it’s your first one and you didn’t realize all of the downsides to the new technology yet. Um, so I, I think it is kind of promising, but. In terms of, yeah, like a major, like in terms of let’s say a hundred meter long blade that was made with 3D printing, that would be terra, L one. Like it’s an idea now. Nobody has actually made one or, um, done, done too much. Um, as far as I know. I think you could get, could get to nine over the next year. Like I said, like I think sometime in the next decade will be when that, when that comes.  Allen Hall: Okay. If you, you didn’t get to a nine that quickly. No, it is possible. Yeah. You gotta put some money into it.  Rosemary Barnes: If someone wants to give me, [00:22:00] you know, enough money, then I’ll make it. I’ll make it happen. I’ll, I would, I would absolutely be able to make that happen, but I don’t know when it’s gonna be cheap enough.  Allen Hall: I would just love to see it. If, if, if you’ve got a, if you’ve got a, a factory, you got squirreled away somewhere in the. Inland of Australia that is making blades at quantity or has the technology to do that. I would love to see it because that would be amazing.  Rosemary Barnes: Technologies don’t just fall out of the sky, you know, like they, you, you, you force them into existence. That’s what you, that’s what you do. You know what this comes down to? Have you ever done the, is it Myers-Briggs where you get the, like letters of your personality? You and I are in opposite corners inside some ways.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, and it surely should, we’d love to hear from you. Reach out to us on LinkedIn, particularly Rosie, so it’s Rosemary Barnes on LinkedIn. Don’t forget to subscribe to who you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind [00:23:00] energy professionals discover the show. For Rosie and Yolanda, I am Alan Hall, and we’ll see here next week on the Uptime Wind Energy Podcast.

The Redcoat History Podcast
Why Britain's Army Is NOT a Royal Army

The Redcoat History Podcast

Play Episode Listen Later Feb 2, 2026 11:54


Visit Osprey publishing to see their incredible catalogue of military history books - https://www.ospreypublishing.com Britain has a Royal Navy. A Royal Air Force. And yet… a British Army. Not a Royal Army. Why? If you've ever tried to find a clear answer, you'll know how unsatisfying the usual explanations are. Tradition. Regiments. Legal technicalities. All true - and all incomplete. The full reason lies far deeper, in a violent and deeply uncomfortable chapter of British history. To find it, you have to rewind nearly four hundred years, to the English Civil War - a moment when England experimented with something new, dangerous, and unprecedented. This episode follows that experiment as it spirals out of control: the first redcoats, armies choosing sides, kings losing authority, and politicians learning lessons the hard way. My main sources for this video were: Lord Carver, The Seven Ages of the British Army (London, 1984) Fortescue, A History of the British Army Vol. 1, (London, 1899) The Army and the Restoration of 1660 by Godfrey Davis (Journal of the Society for Army Historical Research, Vol 32, No. 129)

CommSec
Market Close 21 Jan 26: Local stocks sink for third day

CommSec

Play Episode Listen Later Jan 21, 2026 9:58


The Aussie market slipped for a third day as escalating US-Europe trade tensions sparked global jitters. While a heavy Wall Street sell-off pressured Financials and Tech, the ASX 200 showed resilience as Materials and Energy sectors rallied. Gold and silver hit fresh record peaks, fueling surges in Northern Star, Evolution, and Westgold, while Paladin Energy jumped 13% on a strong quarterly update. However the banks dragged the index lower, led by a 2.2% fall in CBA. A major highlight was Australian Strategic Materials, which skyrocketed 118% following a US takeover bid. Looking ahead, local jobs data, a wave of quarterly reports from Fortescue and Santos, and Trump’s appearance at Davos all shape the next 24 hours. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Uptime Wind Energy Podcast
Empire Wind Resumes, Ørsted Eyes Chinese Turbines

The Uptime Wind Energy Podcast

Play Episode Listen Later Jan 19, 2026 2:13


Allen covers court victories allowing Empire Wind and Revolution Wind construction to resume, while Vineyard Wind joins the legal fight. In the UK, EnBW walks away from Mona and Morgan with a $1.4B write-off, even as KKR and RWE announce a $15B partnership for Norfolk Vanguard. Plus Ørsted’s leaked “Project Dragon” reveals the offshore giant is considering Chinese turbines, and Fortescue breaks ground on Australia’s Nullagine Wind Project using Nabrawind’s self-erecting tower technology. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Last week I told you about Equinor’s ultimatum. Resume construction by January sixteenth… or cancel Empire Wind forever. Well… the courts have spoken. Last Thursday, Judge Carl Nichols issued his ruling. Empire Wind can resume construction. The harm from stopping, he said, outweighs the government’s concerns. One day earlier, Ørsted won the same relief for Revolution Wind. And now Vineyard Wind has joined the fight in Massachusetts. Three projects. Three courtrooms. Two victories and one victory yet to come. Meanwhile in Britain… a different kind of drama. German utility EnBW announced Thursday it is walking away from two major UK projects. Mona and Morgan. Three gigawatts of potential capacity. The cost of leaving? One point four billion dollars in write-offs. Eight hundred forty million pounds already paid… gone. Rising costs. Lower electricity prices. Higher interest rates. Their partner, Jera Nex BP, says they still see good pathways forward. But EnBW has had enough. Yet in the very same week… Investment giant KKR and German utility RWE announced a fifteen billion dollar partnership. Norfolk Vanguard East and West. Three gigawatts. One hundred eighty-four turbines. Power for three million British homes. Big winners and losers. In the same market. In the same week. Danish media outlet Berlingske obtained a confidential report from Ørsted’s procurement department. The world’s largest offshore wind developer… is exploring whether to buy turbines from China. They call it Project Dragon. The plan covers twenty-twenty-six through twenty-twenty-eight. CEO Rasmus Errboe told reporters they continuously evaluate all technologies and suppliers. Quality. Technical capabilities. Commercial conditions. He did not deny the report. For years, European developers have resisted Chinese turbines. Fear of losing their industry to China… just like they lost solar manufacturing a decade ago. But Ørsted is under pressure. In Australia, Fortescue has broken ground on its first wind project in the Pilbara. The Nullagine Wind Project. One hundred thirty-three megawatts. Seventeen turbines. But here is what makes it special. Nabrawind’s self-erecting tower technology. Hub height of one hundred eighty-eight meters. A new global benchmark for onshore wind. No giant cranes required. Fortescue plans two to three gigawatts of renewable energy across the Pilbara by twenty-thirty. Wind. Solar. Batteries. To power their mining trucks. Their drills. Their processing plants. Last week we talked about Equinor’s deadline. About Ørsted losing one and a half million euros every single day. About billions in limbo. This week… the courts stepped in. Empire Wind resumes. Revolution Wind continues. Vineyard Wind fights on. All while the North Sea quietly crossed a milestone. One hundred one operational wind farms. Thirty gigawatts of clean power. More than any body of water on Earth. Some companies are walking away. Others are doubling down with fifteen billion dollar bets. The wind industry is evolving very quickly. And that’s the state of the wind industry for the 19th of January 2026. Join us tomorrow for the Uptime Wind Energy Podcast.

Business News - WA
At Close of Business podcast January 16 2026

Business News - WA

Play Episode Listen Later Jan 16, 2026 13:00


Claire Tyrrell speaks with Ella Loneragan on the global expansion of Culture Counts. And the latest on Fortescue's Pilbara wind farm, CBA and Bankwest, and Blackburne's Ocean View plans.

Cross Talk
Nurse Fortescue & Doctor Paddon

Cross Talk

Play Episode Listen Later Jan 6, 2026 55:02


Today on the show author Dave Paddon and family take us back in time, with a discussion about a collection of stories from his parents, Nurse Sheila Fortescue and Doctor Tony Paddon.

QAV Podcast
QAV AU 850 — Copper Fever

QAV Podcast

Play Episode Listen Later Dec 17, 2025 18:21


In this episode, Cameron and Tony survey a market that's losing some momentum in iron ore while rapidly pivoting toward copper as the next structural commodity story. They unpack Fortescue's move into Peruvian copper, the implications of slowing Chinese infrastructure investment, and why AI data centres are turbo-charging copper demand globally. The discussion ranges from takeover battles in West African gold, Buffett succession intrigue at Berkshire Hathaway, and a sharp critique of Australia's compensation schemes for failed investment products. The episode closes with a deep “pulled pork” analysis of Aeris Resources, exploring why copper-gold producers are back on the QAV buy list despite capital-raising risks.

Business News - WA
At Close of Business podcast December 15 2025.sesx

Business News - WA

Play Episode Listen Later Dec 15, 2025 9:11


Isabel Vieira and Tom Zaunmayr discuss why the Koolyanobbing mine is living up to its 1947 billing as holding an almost inexhaustible deposit. Plus: CBH posts $5.8bn revenue, profit jump; Fortescue makes $152m copper play; Sirona reveals plans to bring more student beds to Perth.

Business News - WA
Mark My Words November 28 2025

Business News - WA

Play Episode Listen Later Nov 28, 2025 33:27


Mark Pownall and Tom Zaunmayr discuss the EPBC Act; Fortescue v Element Zero case; Tony Galati's apple push and Perth Park.

Business News - WA
At Close of Business podcast November 26 2025

Business News - WA

Play Episode Listen Later Nov 26, 2025 13:10


Jack McGinn and Tom Zaunmayr discuss ambitious wind turbine plans, and challenges, in Western Australia. Plus; Fortescue, Element Zero case update; Lynas Rare Earth's AGM and inflation rate hits a high.

Equity Mates Investing Podcast
Warren Buffett's swan song, we're changing our core portfolios & timing your investing

Equity Mates Investing Podcast

Play Episode Listen Later Nov 16, 2025 29:01


Warren Buffett has penned his final shareholder letter.From Berkshire's 60-year compounding machine to the handover to Greg Abel, we break down the lessons worth carrying forward.Then we head to Guinea, where the long-awaited Simandou project (“the Pilbara Killer”) has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia's tax base?That's not all in another big episode of Equity Mates:Simon reveals why leverage is reshaping his entire core portfolioWe walk through his new, simplified, four-line strategyAnd we answer a great community question on how often to dollar-cost averageTo run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Rainbow Skies for New Teachers
109. Why Vision Matters More Than You Think: Behavioural Optometry & Classroom Learning with Amy Fortescue

Rainbow Skies for New Teachers

Play Episode Listen Later Nov 16, 2025 52:31


Could undiagnosed vision issues be holding your students back? In this eye-opening episode, Ash chats with behavioural optometrist Amy Fortescue to unpack how children's vision, far beyond just 20/20 eyesight, can deeply affect their learning, behaviour, and classroom confidence.Amy introduces us to the world of behavioural optometry, where the eyes are seen as an extension of the brain. Together, Ash and Amy explore how visual challenges like eye tracking issues, visual processing delays, and undetected long-sightedness can impact everything from reading fluency to attention and even writing development.Plus, Amy shares practical signs for teachers to look out for, classroom strategies to support visual learners, and why a standard preschool screening often isn't enough.In This Episode, You'll Learn:What behavioural optometry is and why it matters in educationHow to spot hidden vision problems in your classroomHow eye tracking affects reading—and what can helpThe surprising overlap between vision issues and ADHD symptomsKey Takeaways:Vision is more than sight - it's how the brain processes what the eyes see.Children with learning challenges may have undiagnosed visual issues, even if they pass standard screenings.Classroom strategies like deep breathing, and seating can boost reading and focus.Visual perceptual skills, not just fine motor, may impact handwriting, OTs and optometrists both play a role.A collaborative, whole-child approach is key: “It's not always either vision or attention, it can be both.”From personal stories to professional insights, this episode is packed with knowledge that could make a world of difference for the students in your care.Rainbows ahead,Alisha and AshleighResources mentioned in this episode:Connect with Amy on Instagram @amyfortescueoptomLearn more about behavioural optometry hereFind Amy's eye exercises hereListen to an episode about The Science of Reading here. APPLE PODCAST | SPOTIFY  | AMAZONAbout Today's GuestAmy Fortescue is a behavioural optometrist based in Southern Sydney with a passion for paediatric eye care. She completed her Bachelor of Optometry and Bachelor of Science in 2010, earning top honours in children's vision and binocular vision, an early sign of the career path she was destined to follow.Amy's journey into optometry began in her father's practice in Ramsgate Beach, where she started helping out as soon as she was old enough to file record cards and fold newsletters. She continued working there until August 2025, building years of hands-on experience and deep community ties.Since graduating, Amy has pursued extensive additional training in behavioural optometry and is now preparing to open her own practice in Autumn 2026.Let's hear from you! Text us!

Equity Mates Investing Podcast
Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue

Equity Mates Investing Podcast

Play Episode Listen Later Nov 2, 2025 29:12


We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too. So on today's episode, tune in as we unpack how our personal portfolios have been going. That's not all in another big episode of Equity Mates: Good news may be coming for Australia's big miners as we enter the "bull quarter"We delve into the CHESS v Custodian debate —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Business News - WA
At Close of Business podcast October 31 2025

Business News - WA

Play Episode Listen Later Oct 31, 2025 15:45


Ella Loneragan and Claire Tyrrell discuss the business of charity bike rides. Plus WA Premier gives Wittenoom indication; Fortescue wants renewable assets connected to Pilbara grid; and Curtin staff strike scaled-down.

CommSec
Market Close 23 Oct 25: Energy stocks jump as Trump threatens sanctions

CommSec

Play Episode Listen Later Oct 23, 2025 9:25


A mixed day for the Aussie market, with the ASX200 finishing mostly flat, up just 3 points. Energy names were the stars, jumping more than 3% as oil prices surged following new US sanctions on Russian oil giants. Woodside climbed over 4% after announcing a strategic partnership, and Karoon Energy soared almost 10% on its quarterly update. Gold miners found some relief after yesterday’s heavy losses, with Regis Resources up 5%, while Fortescue gained 2.4% after posting record iron ore shipments. Super Retail Group slipped despite higher sales, and ASX shares eased after its AGM. Tonight, investors will be watching US jobs data and corporate results from Intel and Ford, before RBA Governor Michele Bullock speaks in Sydney tomorrow. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Triple M - Motley Fool Money
Stocks In Focus: Fortescue, October 22 2025

Triple M - Motley Fool Money

Play Episode Listen Later Oct 22, 2025 16:30


This week, Scott talks to Motley Fool analyst Mitchell Lawler about Australian iron ore giant, Fortescue (ASX:FMG).See omnystudio.com/listener for privacy information.

Super Carlin Brothers
Harry Potter: Florean Fortescue's Ghost Plot REVEALED

Super Carlin Brothers

Play Episode Listen Later Oct 17, 2025 14:38


This Episode is sponsored by Aura Frames -  Exclusive $20-off Carver Mat at https://AuraFrames.com. Use code AURA20 at checkout to save! What happened to Florean Fortescue?! You know — the ice cream guy in Diagon Alley who gave Harry free sundaes every half hour? Turns out, he wasn't just a friendly dessert dealer. In today's video, we're diving deep into one of Harry Potters's strangest ghost plots — the character who was originally meant to help Harry find the Deathly Hallows… before being cut entirely from the story. From his connection to Hogwarts Headmaster Dexter Fortescue, to his mysterious kidnapping and tragic fate, Florean's story is way darker (and colder

Business News - WA
Mark My Words October 17 2025

Business News - WA

Play Episode Listen Later Oct 17, 2025 42:41


Mark Pownall and Jack McGinn discuss Synergy's overpayment blunder; water woes in the Pilbara; the future of Wittenoom; Mark McGowan and Aukus; super changes; BGC and Fortescue.

Energy Insiders - a RenewEconomy Podcast
Fortescue's bold charge to real zero by 2030

Energy Insiders - a RenewEconomy Podcast

Play Episode Listen Later Oct 16, 2025 63:08


Fortescue CEO Dino Otranto discusses triumphs and challenges in real zero target, including self-lifting turbines, gravity trains, electric haul trucks and the rest. Plus: Queensland and Origin fossil up.

CommSec
Market Close 09 Oct 25: Miners hit best level in history

CommSec

Play Episode Listen Later Oct 9, 2025 9:48


The Aussie market managed its first lift of the week, though momentum was modest and buyer enthusiasm remained subdued. The ASX200 edged higher despite weakness across financials and tech stocks, with materials the clear standout, hitting a record high thanks to gains from gold and rare earth miners. Lynas Rare Earth surged to a 14-year peak while BHP, Rio Tinto and Fortescue also advanced. Meanwhile, Guzman y Gomez shares swung wildly after announcing a $100 million buyback, Liontown rose following changes to its Ford contract, and Netwealth delivered strong quarterly inflows. With few catalysts ahead of next week’s key events and RBA remarks due tomorrow, trade remained light as investors treaded cautiously near record highs. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Front
China plays hardball with our iron ore

The Front

Play Episode Listen Later Oct 1, 2025 13:27 Transcription Available


Beijing may be making an example of mining giant BHP in a bid to get better prices for iron ore, but our expert says China’s reported ban could be short-lived. You can read more about this episode, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet and edited by Lia Tsamoglou. Our regular host is Claire Harvey and original music is composed by Jasper Leak.See omnystudio.com/listener for privacy information.

The EY Sustainability Matters podcast
How to overcome fear in financing climate innovation

The EY Sustainability Matters podcast

Play Episode Listen Later Sep 29, 2025 35:09


This episode of the EY Sustainability Matters podcast is a rare opportunity to hear from two global thought leaders who have shaped sustainability strategies at the highest levels of business and international development, about the need for a move toward a regenerative economy, and the challenges and opportunities that will present.  Nadia Woodhouse from the EY New Economy Unit (NEU) welcomes two distinguished thinkers: Sir Noel Quinn, former Chief Executive of HSBC, and Usha Rao-Monari, former Under-Secretary General of the United Nations Development Programme and member of the EY New Economy Unit Advisory Council. Both guests bring a wealth of experience from the worlds of global finance, development and industry, and currently serve as independent directors on the board of Fortescue, a global metal mining company at the forefront of commercial decarbonization.   The conversation dives deep into the challenges and opportunities of building a regenerative economy. Noel shares insights from his tenure at HSBC, emphasizing the importance of economic case-making, transparency in target setting and overcoming organizational fear in driving change. Usha expands the discussion to the global scale, highlighting the push for better data, risk mitigation, and collaboration between public and private sectors — especially in emerging markets.   Together, they explore the roles of policy, finance and innovation in accelerating the transition to a sustainable future, offering practical insights for leaders navigating the complexities of climate action and systemic transformation.  Read more about the EY New Economy Unit here.

Business News - WA
At Close of Business podcast September 16 2025

Business News - WA

Play Episode Listen Later Sep 16, 2025 9:06


Elisha Newell and Isabel Viera discuss why a pair of Japanese giants have backed the potential development of a nickel deposit near Kalgoorlie. Plus: Woodside touts US political praise for LNG project; Panel approves $700m solar, battery build; Fortescue rejects Thalanyji station bid.

The Guy Gordon Show
Crain's Detroit Business Headlines With Mike Lee

The Guy Gordon Show

Play Episode Listen Later Sep 8, 2025 8:36


September 8, 2025 ~ Crain's Detroit Business Managing Editor Mike Lee talks with Chris and Jamie about Fortescue scrapping plans for an EV battery factory in Detroit, Dan Gilbert and his wife divorcing after 30 years of marriage, Michigan facing a nursing shortage paradox, and much more!

SBS World News Radio
CEO Series: Coles' Leah Weckert, Fortescue's Dino Otranto & Tyro's Jon Davey

SBS World News Radio

Play Episode Listen Later Aug 26, 2025 28:58


In this special extended edition of SBS On the Money, join SBS Finance Editor Ricardo Gonçalves as he speaks with Coles Group CEO Leah Weckert to find out how shoppers are feeling, Fortescue CEO Dino Otranto on how the political landscape is impacting his operations while Stephanie Youssef discusses Tyro's results with CEO Jon Davey, plus hear from Jamie Hannah from VanEck on the day on the sharemarket.

money dino coles vaneck fortescue otranto tyro jon davey sbs finance editor ricardo gon
Redefining Energy - TECH
56. Planning the future of an energy system: case study Netherlands (2/2)

Redefining Energy - TECH

Play Episode Listen Later Aug 13, 2025 43:27


In this second part of the podcast, Michael Barnard pursues his conversation Paul Martin and Emiel van Druten with explores emerging insights into the Netherlands' energy transition, addressing core assumptions around efficiency, hydrogen usage, and electrification.Building efficiency upgrades yield disappointing returns, with gas consumption often rebounding within 2-4 years post-renovation, limiting achievable reductions to about 50%. The recommended solution is a clear shift toward electrification-first strategies, emphasizing cost-effective insulation to properly size heat pumps, a strategy supported by Heat Geeks' methodology and monitored at heatmonitor.org.Tata Steel's ambitious hydrogen-based direct reduction of iron (DRI) plans illustrate the industrial challenge. The strategy begins with natural gas DRI combined with carbon capture by 2025, transitioning fully to green hydrogen by 2040. However, declining global steel demand, driven by China's reduced infrastructure spending and a shift to scrap-based electric arc furnace production, calls into question the economic viability of domestic hydrogen-based steelmaking. A preferred interim solution involves biogenic methane with CCS, progressing eventually to importing green iron pellets for local processing.Contrary to broader industry forecasts, Dutch hydrogen demand may collapse by as much as 80% by 2050, drastically reducing electrolysis capacity requirements from over 30 GW to around 3 GW, reserved primarily for refineries and biorefineries. This scenario eliminates hydrogen from previously expected uses, such as ammonia production, transportation, steelmaking, and electricity backup generation.Methanol emerges surprisingly as a preferred shipping fuel, surpassing ammonia due to safety advantages and ease of biological sourcing. In aviation, hydrotreated vegetable oil (HVO) derived from waste oils becomes the preferred fuel, driven by its simpler conversion process, though competition for limited feedstocks will favor aviation, pushing shipping toward methanol. Electrification projections for short-sea shipping and inland waterways see significant upward revisions, with long-haul shipping partially electrified due to soaring alternative fuel costs.Transportation electrification accelerates, with full truck electrification anticipated by 2035, eliminating earlier expectations for hydrogen trucks. Industry expert Johnny Ninehuis predicts no diesel trucks sold beyond that point, emphasizing battery technology overcoming heavy transport challenges.The chemical industry faces transformation, with methanol production pathways favoring gasification of waste plastics and biomass, particularly for chemical feedstocks and fuel applications. A smaller, cleaner petrochemical sector will remain viable, shifting to low-sulfur crude and significantly cutting hydrogen demand.System-wide rebalancing adjusts electricity demand growth forecasts downward from a previously projected fivefold increase to approximately 3.5 to 4 times current consumption. This adjustment significantly reduces offshore wind expansion targets, eliminating expensive distant and deep-water installations. Nuclear power is also excluded as non-economic, positioning the Netherlands as a future electricity exporter to neighboring markets, notably southern Germany. Direct air capture and synthetic fuel production are considered economically impractical within the Netherlands, and the fertilizer sector is projected to shift towards ammonia imports as local production becomes increasingly uneconomic. Highlighting broader electrification trends, Fortescue's recent $3 billion investment in electrified mining equipment illustrates a growing momentum towards electrification even in challenging, heavy industrial sectors.    

Sky News - Paul Murray Live
Paul Murray Live | 24 July

Sky News - Paul Murray Live

Play Episode Listen Later Jul 24, 2025 48:44 Transcription Available


Michaelia Cash calls for end to Welcome to Country clashing with Opposition leader Sussan Ley, Victorian farmers erupt over forced transmission lines on private land. Plus, Fortescue axes hydrogen projects in Australia and US citing Trump risk.See omnystudio.com/listener for privacy information.

What The Flux
Fortescue's hydrogen runs out of gas | YouTube hits record viewership | Tesla's worst quarter in a decade

What The Flux

Play Episode Listen Later Jul 24, 2025 6:55 Transcription Available


Fortescue, the WA-based mining giant, has smashed its export records… but its hydrogen dreams have run out of gas. YouTube has smashed viewership records and ad revenue as it competes head on with old-school TV channels. Tesla has suffered its steepest drop in quarterly revenue in over a decade after it struggles with strong competition and less government-support. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

DISCIPLINED STONERS
PEACE, LOVE + ACCEPTANCE with TYSON COADY - Ep. 255 | 11 WINS Podcast

DISCIPLINED STONERS

Play Episode Listen Later Jul 21, 2025 65:51


Tyson Coady is an actor, musician, and visual artist who recently starred in a feature film, Fortescue, which premiered in Toronto this June. In May, Tyson staged a mini musical called Bloom, at Sideburn Festival; an opportunity he seized to showcase his party hat sculptures, original songs, and festive antics.Follow Tyson: https://www.instagram.com/tysoncoady/This episode is sponsored by our friends 'Sticky Cards' the easiest way to get rewards and perks from your favourite retailers! Just download to your Apple/Google Wallet and start saving!Thanks for watching our podcast. We invite guests from all walks of life to explore our existence and celebrate humanity! Please share, like and subscribe! Follow us on Instagram: 11 Wins Podcast: https://www.instagram.com/11winspodcast/Winny Clarke: https://www.instagram.com/winnyclarkeEllevan: https://www.instagram.com/ellevanmusicSign up for Winny's Mailing List here: http://eepurl.com/gCIZg1Get Ellevan's book: STFU: Thoughts and Feelings shorturl.at/pIS08 Follow us on Spotify: https://open.spotify.com/show/1XDoMv08pT9EfyBaCXNnaj?si=7a557f0e0bf14d4d Follow and Listen to Ellevan on Spotify:https://open.spotify.com/artist/0G1sZ8clT2oSvzQ3IL2ZRd?si=vJVw9FLyS6GtF453Ny21kQ

WSJ Tech News Briefing
TNB Tech Minute: White House Prepares Executive Order Targeting ‘Woke AI'

WSJ Tech News Briefing

Play Episode Listen Later Jul 18, 2025 2:32


Plus: Netflix is looking to boost user engagement. Australian mining company Fortescue is rethinking its new U.S. green-energy projects due to Trump's policies. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cleaning Up. Leadership in an age of climate change.
Is The Tide Turning On Hydrogen? Ep210: Andrew Forrest

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later May 28, 2025 41:54


Billionaire iron magnate Andrew Forrest believes he's on the cusp of a breakthrough to decarbonise shipping and heavy industry using hydrogen. As the Executive Chairman of the Fortescue, one of the world's largest iron ore companies, Andrew Forrest is not an easy to pigeonhole industrial billionaire. He built Fortescue into a hugely successful company, partly thanks to his belief in taking unconventional paths. After a serious accident meant he had to take a break from work, he enrolled in a PhD in marine science. For over a decade now, has been very vocally committed to getting his company's practices aligned with a climate-safe pathway. More recently, he's also been shaking fellow CEOs and leaders out of climate complacency by highlighting the risks of lethal humidity. This week on Cleaning Up, Bryony Worthington asks Andrew about the current climate crusade he's on, what he makes of the recent policy decisions taken by the International Maritime Organization (IMO) to agree carbon penalties for highly emitting ships, and if hydrogen can compete with renewables to be the power source of the future. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover More:Fortescue's website: https://www.fortescue.com/enThe Sierra Leone Special: https://youtu.be/z-5QjSfy2SMHydrogen Insider: 'The market didn't turn up' | Fortescue's green hydrogen boss exits the company: https://www.hydrogeninsight.com/production/the-market-didn-t-turn-up-fortescues-green-hydrogen-boss-exits-the-companyClean Hydrogen's Missing Trillions - Audioblog 13: https://www.youtube.com/watch?v=jNxCrQyCTpk

The Learning Curve
AUS U-Adelaide's Wilfrid Prest on Sir William Blackstone & Anglo-American Common Law

The Learning Curve

Play Episode Listen Later May 28, 2025 45:10


In this episode of The Learning Curve, co-hosts U-Arkansas Prof. Albert Cheng and Ret. MN Justice Barry Anderson speak with Wilfrid Prest, Emeritus Professor and Visiting Research Fellow in History and Law at the University of Adelaide in Australia, and biographer of Sir William Blackstone, among the most influential figures in the history of English common law. Prof. Prest discusses Blackstone's formative years in mid-18th-century London and at Pembroke College, Oxford, where a classical education, Enlightenment thought, and legal scholarship shaped his intellectual path. He describes Blackstone's early legal and academic career, including his role as the first Vinerian Professor of English Law and author of An Analysis of the Laws of England. Prest explores how Blackstone's Commentaries on the Laws of England brought clarity and coherence to England's centuries old legal tradition, drawing from foundational documents like Magna Carta and formative figures such as Bracton, Fortescue, and Coke. He examines the Commentaries' lasting impact on American Founding Fathers, including both admirers like Alexander Hamilton and Chief Justice John Marshall and critics like Thomas Jefferson. Prest concludes with reflections on Blackstone's enduring legacy in promoting the rule of law and legal education worldwide. In closing, Prof. Prest reads a passage from his book, William Blackstone: Law and Letters in the Eighteenth Century.