Podcasts about oems

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Feb 24, 2026 32:42

Allen, Rosemary, and Yolanda, joined by Morten Handberg from Wind Power LAB, recap WOMA 2026 live from Melbourne. The crew discusses leading edge erosion challenges unique to Australia, the frustration operators face getting data from full service agreements, and the push for better documentation during project handovers. Plus the birds and bats management debate, why several operators said they’d choose smaller glass fiber blades over bigger carbon fiber ones, and what topics WOMA 2027 should tackle next year. 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. Welcome to the Uptime Winner Energy podcast. I’m your host, Alan Hall. I’m here with Yolanda Pone, Rosemary Barnes, and the Blade Whisperer, Morton Hamburg. And we’re all in Melbourne at the Pullman on the park. We just finished up Woma 2026. Massive event. Over 200 people, two days, and a ton of knowledge. Rosemary, what did you think? Yeah, I mean it was a, a really good event. It was really nice ’cause we had event organization, um, taken care of by an external company this time. So that saved us some headaches, I think. Um. But yeah, it was, it was really good. It was different than last year, and I think next year will be different again because yeah, we don’t need to talk about the same topics every single year. But, um, yeah, I got really great [00:01:00] feedback. So that’s shows we’re doing something right? Yeah, a lot of the, the sessions were based upon feedback from Australian industry and, uh, so we did AI rotating bits, the, the drive train blades. Uh, we had a. Master class on lightning to start off. Uh, a number of discussions about BOP and electrical, BOP. All those were really good. Mm-hmm. Uh, the, the content was there, the expertise was there. We had worldwide representation. Morton, you, you talked about blades a good bit and what the Danish and Worldwide experience was. You know, talked about the American experience on Blades. That opened up a lot of discussions because I’m never really sure where Australia is in the, uh, operations side, because a lot of it is full service agreements still. But it does seem like from last year to this year. There’s more onboarding of the technical expertise internally at the operators. Martin, [00:02:00] you saw, uh, a good bit of it. This is your first time mm-hmm. At this conference. What were your impressions of the, the content and the approach, which is a little bit different than any other conference? I see an industry that really wants to learn, uh, Australia, they really want to learn how to do this. Uh, and they’re willing to listen to us, uh, whether you live in Australia, in the US or in Europe. You know, they want to lean on our experiences, but they wanna, you know, they want to take it out to their wind farms and they ga then gain their own knowledge with it, which I think is really amicable. You know, something that, you know, we should actually try and think about how we can copy that in Europe and the US. Because they, they are, they’re listening to us and they’re taking in our input, and then they try and go out. They go out and then they, they try and implement it. Um, so I think really that is something, uh, I’ve learned, you know, and, and really, um, yeah, really impressed by, from this conference. Yeah. Yolanda, you were on several panels over the, the two days. What were your impressions of the conference and what were your thoughts [00:03:00] on the Australia marketplace? I think the conference itself is very refreshing or I think we all feel that way being on the, on the circuit sometimes going on a lot of different conferences. It was really sweet to see everybody be very collaborative, as Morton was saying. Um, and it was, it was just really great about everybody. Yes, they were really willing to listen to us, but they were also really willing to share with each other, which is nice. Uh, I did hear about a few trials that we’re doing in other places. From other people, just kind of, everybody wants to learn from each other and everybody wants to, to make sure they’re in as best a spot as they can. Yeah, and the, the, probably the noisiest part of the conferences were at the coffees and the lunch. Uh, the, the collaboration was really good. A lot of noise in the hallways. Uh, just people getting together and then talking about problems, talking about solutions, trying to connect up with someone they may have seen [00:04:00]somewhere else in the part of the world that they were here. It’s a different kind of conference. And Rosemary, I know when, uh, you came up to with a suggestion like, Hey. If there’s not gonna be any sales talks, we’re not gonna sit and watch a 30 minute presentation about what you do. We’re gonna talk about solutions. That did play a a different dynamic because. It allowed people to ingest at their own rate and, and not just sit through another presentation. Yeah. It was made it more engaging, I think. Yeah, and I mean, anyway, the approach that I take for sales for my company that I think works best is not to do the hard sell. It’s to talk about smart things. Um, and if you are talking about describing a problem or a solution that somebody in the audience has that problem or solution, then they’re gonna seek you out afterwards. And so. There’s plenty of sales happening in an event like this, but you’re just not like, you know, subjecting people to sales. It’s more presenting them with the information that they need. And then I, I think also the size of the conference really [00:05:00] helps ’cause yeah, about 200 people. Any, everybody is here for the same technical kind. Content. So it’s like if you just randomly start talking to somebody while you’re waiting for a coffee or whatever, you have gonna have heaps to talk about with them, with ev every single other person there. And so I think that that’s why, yeah, there was so much talking happening and you know, we had social events, um, the first two evenings and so. Mo like I was surprised actually. So many people stayed. Most people, maybe everybody stayed for those events and so just so much talking and yeah, we did try to have quite long breaks, um, and quite a lot of them and, you know, good enough food and coffee to keep people here. And I think that that’s as important as, you know, just sitting and listening. Well, that was part of the trouble, some of the conference that you and I have been at, it’s just like six hours of sitting down listening to sort of a droning mm-hmm. Presenter trying to sell you something. Here we were. It was back and forth. A lot more panel talk with experts from around the world and then.[00:06:00] Break because you just can’t absorb all that without having a little bit of a brain rest, some coffee and just trying to get to the next session. I, I think that made it, uh, a, a, a more of a takeaway than I would say a lot of other conferences are, where there’s spender booze, and. Brochures and samples being handed out and all that. We didn’t have any of that. No vendor booze, no, uh, upfront sales going on and even into the workshop. So there was specific, uh, topics provided by people that. Provide services mostly, uh, speaking about what they do, but more on a case study, uh, side. And Rosie, you and I sat in on one that was about, uh, birds and bats, birds and bats in Australia. That one was really good. Yeah, that was great. I learned, I learned a lot. Your mind was blown, but Totally. Yeah. It is crazy how much, how much you have to manage, um, bird and wildlife deaths related to wind farms in Australia. Like compared to, I mean, ’cause you see. Dead birds all the time, right? Cars hit [00:07:00] birds, birds hit buildings, power lines kill birds, and no one cares about those birds. But if a bird is injured near a wind farm, then you know, everybody has to stop. We have to make sure that you can do a positive id. If you’re not sure, send it away for a DNA analysis. Keep the bird in a freezer for a year and make sure that it’s logged by the, you know, appropriate people. It’s, it’s really a lot. And I mean, on the one hand, like I’m a real bird lover, so I am, I’m glad that birds are being taken seriously, but on the other hand, I. I think that it is maybe a little bit over the top, like I don’t see extra birds being saved because of that level of, of watching throughout the entire life of the wind farm. It feels more like something for the pre-study and the first couple of years of operation, and then you can chill after that if everything’s under control. But I, I guess it’s quite a political issue because people do. Do worry about, about beds and bats? Mm-hmm. Yeah, I thought the output of that was more technology, a little or a little more technology. Not a lot of technology in today’s world [00:08:00] because we could definitely monitor for where birds are and where bats are and, uh, you know. Slow down the turbines or whatever we’re gonna do. Yeah. And they are doing that in, in sites where there is a problem. But, um, yeah, the sites we’re talking about with that monitoring, that’s not sites that have a big, big problem at sites that are just Yeah, a few, a few birds dying every year. Um, yeah. So it’s interesting. And some of the blade issues in Australia, or a little unique, I thought, uh, the leading edge erosion. Being a big one. Uh, I’ve seen a lot of leading edge erosion over the last couple of weeks from Australia. It is Texas Times two in some cases. And, uh, the discussion that was had about leading edge erosion, we had ETT junker from Stack Raft and, and video form all the way from Sweden, uh, talking to us live, which was really nice actually. Uh, the, the amount of knowledge that the Global Blade group. Brought to the discussion and just [00:09:00] opening up some eyes about what matters in leading edge erosion. It’s not so much the leading edge erosion in terms of a EP, although there is some a EP loss. It’s more about structural damage and if you let the structure go too far. And Martin, you’ve seen a lot of this, and I think we had a discussion about this on the podcast of, Hey, pay attention to the structural damage. Yeah, that’s where, that’s where your money is. I mean, if you go, if you get into structural damage, then your repair costs and your downtime will multiply. That is just a known fact. So it’s really about keeping it, uh, coding related because then you can, you can, you can move really fast. You can get it the blade up to speed and you won’t have the same problems. You won’t have to spend so much time rebuilding the blade. So that’s really what you need to get to. I do think that one of the things that might stand out in Australia that we’re going to learn about. Is the effect of hail, because we talked a lot about it in Europe, that, you know, what is the effect of, of hail on leading edge erosion? We’ve never really been able to nail it down, but down here I heard from an, [00:10:00] from an operator that they, they, uh, referenced mangoes this year in terms of hail size. It was, it was, it was incredible. So if you think about that hitting a leading edge, then, uh, well maybe we don’t really need to, we don’t really get to the point where, so coding related, maybe we will be structural from the beginning, but. Then at least it can be less a structural. Um, but that also means that we need to think differently in terms of leading edge, uh, protection and what kinds of solutions that are there. Maybe some of the traditional ones we have in Europe, maybe they just don’t work, want, they, they won’t work in some part of Australia. Australia is so big, so we can’t just say. Northern Territory is the same as as, uh, uh, um, yeah. Victoria or uh, or Queensland. Or Queensland or West Australia. I think that what we’re probably going to learn is that there will be different solutions fitting different parts of Australia, and that will be one of the key challenges. Um, yeah. And Blades in Australia sometimes do. Arrive without leading edge protection from the OEMs. [00:11:00] Yeah, I’m sure some of the sites that I’ve been reviewing recently that the, the asset manager swears it’s got leading edge protection and even I saw some blades on the ground and. I don’t, I don’t see any leading edge protection. I can’t feel any leading edge protection. Like maybe it’s a magical one that’s, you know, invisible and, um, yeah, it doesn’t even feel different, but I suspect that some people are getting blades that should have been protected that aren’t. Um, so why? Yeah, it’s interesting. I think before we, we rule it out. Then there are some coatings that really look like the original coating. Mm. So we, we, I know that for some of the European base that what they come out of a factory, you can’t really see the difference, but they’re multilayer coating, uh, on the blades. What you can do is that you can check your, uh, your rotor certificate sometimes will be there. You can check your, uh, your blade sheet, uh, that you get from manufacturer. If you get it. Um, if you get it, then it will, it will be there. But, um, yeah, I, I mean, it can be difficult to say, to see from the outset and there’s no [00:12:00]documentation then. Yeah, I mean. If I can’t see any leading edge erosion protection, and I don’t know if it’s there or not, I don’t think I will go so far and then start installing something on something that is essentially a new blade. I would probably still put it into operation because most LEP products that can be installed up tower. So I don’t think that that necessarily is, is something we should, shouldn’t still start doing just because we suspect there isn’t the LEP. But one thing that I think is gonna be really good is, um, you know, after the sessions and you know, I’ve been talking a lot. With my clients about, um, leading edge erosion. People are now aware that it’s coming. I think the most important thing is to plan for it. It’s not right to get to the point where you’ve got half a dozen blades with, you know, just the full leading edge, just fully missing holes through your laminate, and then your rest of your blades have all got laminate damage. That’s not the time to start thinking about it because one, it’s a lot more expensive for each repair than it would’ve been, but also. No one’s got the budget to, to get through all of that in one season. So I do really [00:13:00] like that, you know, some of the sites that have been operating for five years or so are starting to see pitting. They can start to plan that into their budget now and have a strategy for how they’re going to approach it. Um, yeah. And hopefully avoid getting over to the point where they’ve missing just the full leading edge of some of their blades. Yeah. But to Morton’s earlier point, I think it’s also important for people to stop the damage once it happens too. If, if it’s something that. You get a site or for what, whatever reason, half of your site does look like terrible and there’s holes in the blade and stuff. You need to, you need to patch it up in some sort of way and not just wait for the perfect product to come along to, to help you with that. Some of the hot topics this week were the handover. From, uh, development into production and the lack of documentation during the transfer. Uh, the discussion from Tilt was that you need to make sure it is all there, uh, because once you sign off. You probably can’t go back and get it. And [00:14:00] some of the frustration around that and the, the amount of data flow from the full service provider to the operator seemed to be a, a really hot topic. And, and, uh, we did a little, uh, surveyed a about that. Just the amount of, um, I don’t know how to describe it. I mean, it was bordering on anger maybe is a way. Describe it. Uh, that they feel that operators feel like they don’t have enough insight to run the turbines and the operations as well as they can, and that they should have more insight into what they have operating and why it is not operat. A certain way or where did the blades come from? Are there issues with those blades? Just the transparency WA was lacking. And we had Dan Meyer, who is from the States, he’s from Colorado, he was an xge person talking about contracts, uh, the turbine supply agreement and what should be in there, the full service [00:15:00] agreement, what should be in there. Those are very interesting. I thought a lot of, uh, operators are very attentive to that, just to give themselves an advantage of what you can. Put on paper to help yourself out and what you should think about. And if you have a existing wind farm from a certain OEM and you’re gonna buy another wind farm from ’em, you ought to be taking the lessons learned. And I, I thought that was a, a very important discussion. The second one was on repairs. And what you see from the field, and I know Yolanda’s been looking at a lot of repairs. Well, all of you have been looking at repairs in Australia. What’s your feeling on sort of the repairs and the quality of repairs and the amount of data that comes along with it? Are we at a place that we should be, or do we need a little more detail as to what’s happening out there? It’s one of the big challenges with the full service agreements is that, you know, if everything’s running smoothly, then repairs are getting done, but the information isn’t. Usually getting passed on. And so it’s seems fine and it seems like really good actually. Probably if you’re an [00:16:00] asset manager and everything’s just being repaired without you ever knowing about it, perfect. But then at some point when something does happen, you’ve got no history and especially like even before handover. You need to know all of the repairs that have happened for, you know, for or exchanges for any components because you know, you’re worried about, um, serial defects, for example. You need every single one. ’cause the threshold is quite high to, you know, ever reach a serial defect. So you wanna know if there were five before there was a handover. Include that in your population. Um, yeah, so that’s probably the biggest problem with repairs is that they’re just not being. Um, the reports aren’t being handed over. You know, one of the things that Jeremy Hanks from C-I-C-N-D-T, and he’s an NDT expert and has, has seen about everything was saying, is that you really need to understand what’s happening deep inside the blade, particularly for inserts or, uh, at the root, uh, even up in, with some, some Cory interactions happening or splicing that It’s hard to [00:17:00] see that hard to just take a drone inspection and go, okay, I know what’s happening. You need a little more technology in there at times, especially if you have a serial defect. Why do you have a serial defect? Do you need to be, uh, uh, scanning the, the blade a little more deeply, which hasn’t really happened too much in Australia, and I think there’s some issues I’ve seen where it may come into use. Yeah, I think it, it, it’ll be coming soon. I know some people are bringing stuff in. I’ve got emails sitting in my inbox I need to chase up, but I’m, I’m really going to, to get more into that. Yeah. And John Zalar brought up a very similar, uh, note during his presentation. Go visit your turbines. Yeah, several people said that. Um, actually Liz said that too. Love it. And, um, let’s this, yeah, you just gotta go have a look. Oh, Barend, I think said bar said it too. Go on site. Have a look at the lunchroom. If the lunch room’s tidy, then you know, win turbine’s gonna be tidy too. And I don’t know about that ’cause I’ve seen some tidy lunchroom that were associated with some, you know, uh, less well performing assets, but it’s, you know, it’s [00:18:00] a good start. What are we gonna hope for in 2027? What should we. Be talking about it. What do you think we’ll be talking about a year from now? Well, a few people, quite a few people mentioned to me that they were here, they’re new in the industry, and they heard this was the event to go to. Um, and so I, I was always asking them was it okay? ’cause we pitch it quite technical and I definitely don’t wanna reduce. How technical it is. One thing I thought of was maybe we start with a two to five minute introduction, maybe prerecorded about the, the topic, just to know, like for example, um, we had some sessions on rotating equipment. Um, I’m a Blades person. I don’t know that much about rotating equipment, so maybe, you know, we just explain this is where the pitch bearings are. They do this and you know, there’s the main bearing and it, you know, it does this and just a few minutes like that to orient people. Think that could be good. Last, uh, this year we did a, a masterclass on lightning, a half day masterclass. Maybe we change that topic every year. Maybe next year it’s blade design, [00:19:00] certification, manufacturing. Um, and then, you know, the next year, whatever, open to suggestions. I mean, in general, we’re open to suggestions, right? Like people write in and, and tell us what you’d wanna see. Um, absolutely. I think we could focus more on technologies might be an, an area like. It’s a bit, it’s a bit hard ’cause it gets salesy, but Yeah. I think one thing that could actually be interesting and that, uh, there was one guy came up with an older turbine on the LPS system. Mm. Where he wanted to look for a solution and some of the wind farms are getting older and it’s older technology. So maybe having some, uh, uh, some sessions on that. Because the older turbines, they are vastly different from what we, what we see in the majority with wind farms today. But the maintenance of those are just as important. And if you do that correctly, they’re much easier to lifetime extent than it will likely be for some of the nuance. But, you know, let. Knock on wood. Um, but, but I think that’s something that could be really interesting and really relevant for the industry and something [00:20:00] that we don’t talk enough about. Yeah. Yeah, that’s true because I, I’m working on a lot of old wind turbines now, and that has been, um, quite a challenge for me because they’re design and built in a way that’s quite different to when, you know, I was poking, designing and building, uh, wind turbine components. So that’s a good one. Other people mentioned end of life. Mm-hmm. Not just like end of life, like the life is over, but how do you decide when the life end of life is going to be? ’cause you know, like you have a planned life and then you might like to extend, but then you discover you’ve got a serial issue. Are you gonna fix it? Or you know, how are you gonna fix it? Those are all very interesting questions that, um, can occur. And then also, yeah, what to do with the. The stuff at the end of the Wind Farm lifetime, we could make a half day around those kinds of sessions. I think recycling could actually be good to, to also touch upon and, and I think, yeah, Australia is more on the front of that because of, of your high focus on, on nature and sustainability. So looking at, well, what do we do with these blades? Or what do we do with the towers of foundation once, uh, [00:21:00] once we do need to decommission them, you know, what is, what are we going to do in Australia about that? Or what is Australia going to do about that? But, you know, what can we bring to the, to the table that that can help drive that discussion? I think maybe too, helping people sort of templates for their formats on, on how to successfully shadow, monitor, maybe showing them a bit mute, more of, uh. Like cases and stuff, so to get them going a bit more. ’cause we heard a lot of people too say, oh, we’re, we’re teetering on whether we should self operate or whether we continue our FSA, but we, we we’re kind of, we don’t know what we’re doing. Yeah. In, in not those words. Right. But just providing a bit more of a guidance too. On that side, we say shadow monitoring and I think we all know what it means. If you’ve seen it done, if you haven’t seen it done before. It seems daunting. Mm-hmm. What do you mean shadow monitoring? You mean you got a crack into the SCADA system? Does that mean I’ve gotta, uh, put CMS out there? Do I do, do I have to be out [00:22:00] on site all the time? The answer that is no to all of those. But there are some fundamental things you do need to do to get to the shadow monitoring that feels good. And the easy one is if there’s drone inspections happening because your FSA, you find out who’s doing the drone inspections and you pay ’em for a second set of drone inspections, just so you have a validation of it, you can see it. Those are really inexpensive ways to shadow monitor. Uh, but I, I do think we say a lot of terms like that in Australia because we’ve seen it done elsewhere that. Doesn’t really translate. And I, if I, I’m always kind of looking at Rosemary, like, does it, this make sense? What I’m saying makes sense, Rosemary, because it’s hard to tell because so many operators are in sort of a building mode. I, I see it as. When I talked to them a few years ago, they’re completely FSA, they had really small staffs. Now the staffs are growing much larger, which makes me feel like they’re gonna transition out an FSA. Do we need to provide a little more, uh, insight into how that is done deeper. [00:23:00] Like, these are the tools you, you will need. This is the kind of people you need to have on staff. This is how you’re gonna organize it, and this is the re these are the resources that you should go after. Mm. Does that make a little si more sense? Yeah. That might be a good. Uh, idea for getting somebody who’s, you know, working for a company that is shadow monitoring overseas and bring them in and they can talk through what that, what that means exactly. And that goes back to the discussion we were having earlier today by having operators talk about how they’re running their operations. Mm. And I know the last year we tried to have everybody do that and, and they were standoffish. I get it. Because you don’t want to disclose things that your company doesn’t want out in public. And year two, it felt like there’s a little more. Openness about that. Yeah, there was a few people were quite open about, um, yeah, talking about challenges and some successes as well. I think we’ll have more successes next year ’cause we’ve got more, more things going on. But yeah, definitely would encourage any operators to think about what’s a you A case study that you could give about? Yeah, it could just be a problem that’s unsolved and I bet you’ll find people that wanna help you [00:24:00] solve that problem. Or it could be something that you struggled with and then you’re doing a better job and Yeah, I mean the. Some operators think that they’re in competition with each other and some think that they’re not really, and the answer is somewhere, somewhere in the middle. There are, you know, some at least small amounts of competition. But, you know, I just, I just really think that. We’re fighting against each other, trying to win within the wind industry. Then, you know, in 10, 20 years time, especially in Australia, there won’t be any new wind. It’ll just be wind and solar everywhere and, and the energy transition stalled because everyone knows that’s not gonna get us all the way to, you know, a hundred percent renewables. So, um, I do think that we need to, first of all, fight for wind energy to improve. The status quo is not good enough to take us through the next 20 years. So we do need to collaborate to get better. And then, yeah, I don’t know, once we’re, once we’re one, wind has won, then we can go back to fighting amongst ourselves, I guess. Is Australia that [00:25:00] laboratory? Yeah, I think I, I say it all the time. I think Australia is the perfect place because I, I do think we’re a little bit more naturally collaborative. For some reason, I don’t know why, it’s not really like a, a cultural thing, but seems to be the case in Australian wind. Um, and also our, our problems are harder than, uh, than what’s being faced elsewhere. I mean, America has some specific problems right now that are, you know, worse, but in general, operating environment is very harsh Here. We’re so spread out. Everything is so expensive. Cranes are so expensive. Repairs are so expensive. Spares spare. Yeah, spares are crazy expensive. You know, I look every now and then and do reports for people about, you know, what, what’s the average cost for and times for repairs and you know, you get an American values and it’s like, okay, well at a minimum times by five Australia and you know, so. It, there’s a lot more bang for buck. And the other thing is we just do not have enough, um, enough people, enough. Uh, we’ve got some really smart people. We need a lot more [00:26:00] people that are as smart as that. And you can’t just get that immediately. Like there has been a lot of good transfer over from related industries. A lot of people that spoke so that, you know, they used to work for thermal power plants and, um, railway, a guy that spoke to a guy had come in from railway. Um. That’s, that’s really good. But it will take some years to get them up to speed. And so in the meantime, we just need to use technology as much as we can to be able to, you know, make the people that good people that we do have, you know, make them go a lot further, um, increase what they can do. ’cause yeah, I don’t think there’s a single, um, asset owner where they couldn’t, you know, double the number of asset managers they had and, you know, ev everyone could use twice as many I think. Yeah, I agree. Yeah. I think something that we really focused on this year is kind of removing the stones that are in people’s path or like helping at least like to, to say like, don’t trip over there. Don’t trip over here. And I think part of that, like, like you mentioned, is that. [00:27:00] The, the collaborative manner that everyone seemed to have and just, I think 50% of our time that we were in those rooms was just people asking questions to experts, to anybody they really wanted to. Um, and it, it just, everybody getting the same answers, which is really just a really different way to, to do things, I think. But more than, I mean, we, we we’re still. We’re still struggling with quality in Australia. That’s still a major issue on, on a lot of the components. So until we have that solved, we don’t really know how much of an influence the other factors they really have because it just overshadows everything. And yes, it will be accelerated by extreme weather conditions, but. What will, how will it work if, if the components are actually fit, uh, fit for purpose in the sense that we don’t have wrinkles in the laminates, that we don’t have, uh, bond lines that are detaching. Mm-hmm. Maybe some of it is because of, uh, mango size hails hitting the blades. Maybe it’s because of extreme temperatures. Maybe it’s [00:28:00] because of, uh, uh, yeah. At extreme topography, you know, creating, uh, wind conditions that the blades are not designed for. We don’t really know that. We don’t really know for sure. Uh, we just assume, um, Australia has some problems with, not problems, but some challenges with remoteness. We don’t, with, uh, with getting new, new spares that much is absolutely true. We can’t do anything about that. We just have to, uh, find a way to, to mitigate that. Mm-hmm. But I think we should really be focused on getting quality, uh, getting the quality in, in order. You know, one thing that’s interesting about that, um, so yeah, Australia should be focused more on quality than anybody else, but in, in, in the industry, yeah. Uh, entire world should be more focused on quality, but also Australia. Yeah. But Australia, probably more than anyone considering how hard it is to, you know, make up for poor quality here. Um. At the same time, Australia for some reason, loves to be the first one with a new technology, loves to have the biggest [00:29:00] turbine. Um, and the, the latest thing and the newest thing, and I thought it was interesting. I mean, this was operations and maintenance, um, conference, so not really talking about new designs and manufacturing too much, but at least three or four people said, uh. Uh, I would be using less carbon fiber in blades. I would not be, not be going bigger and bigger and bigger. If I was buying turbines for a new wind farm, I would have, you know, small glass blades and just more of them. So I think that that was really interesting to hear. So many people say it, and I wasn’t even one of them, even though, you know, I would definitely. Say that. I mean, you know, in terms of business, I guess it’s really good to get a lot of, a lot of big blades, but, um, because they just, people, I don’t think people understand that, that bigger blades just have dramatically more quality problems than the smaller ones. Um, were really kind of exceeded the sweet spot for the current manufacturing methods and materials. I don’t know if you would agree, but it’s, it’s. Possible, but [00:30:00] it’s, it, you know, it’s not like a blade that’s twice as long, doesn’t have twice as many defects. It probably has a hundred times as many defects. It’s just, uh, it’s really, really challenging to make those big blades, high quality, and no one is doing it all that well right now. I would, however, I got an interesting hypothetical and they’re. Congrats to her for, for putting out that out. But there was an operator that said to me at the conference, so what would you choose hypothetically? A 70 meter glass fiber blade or a 50 meter carbon fiber blade, so a blade with carbon fiber reinforcement. And I did have to think quite a while about it because there was, it was she say, longer blades, more problems, but carbon blade. Also a lot of new problems. So, so what is it? So I, I ended up saying, well, glass fiber, I would probably go for a longer glass fiber blade, even though it will have some, some different challenges. It’s easier to repair. Yeah, that’s true. So we can overcome some of the challenges that are, we can also repair carbon. We have done it in air, air, uh, aeronautics for many, many years. But wind is a different beast because we don’t have, uh, [00:31:00] perfect laboratory conditions to repair in. So that would just be a, a really extreme challenge. So that’s, that’s why I, I would have gone for carbon if, for glass fiber, if, if I, if I could in that hypothe hypothetical. Also makes more energy, the 70 meter compared to it’s a win-win situation. Well, it’s great to see all of you. Australia. I thought it was a really good conference. And thanks to all our sponsors, uh, til being the primary sponsor for this conference. Uh, we are starting to ramp up for 2027. Hopefully all of you can attend next year. And, uh, Rosie, it’s good to see you in person. Oh, it’s, uh, it’s, it’s exciting when we are actually on the same continent. Uh, it doesn’t happen very often. And Morton, it’s great to see you too, Yolanda. I see you every day pretty much. So she’s part of our team, so I, it’s great to see you out. This is actually the first time, me and Rosie, we have seen each other. We’ve, we’ve known each other for years. Yeah. Yeah. The first time we actually, uh, been, been, yeah. Within, uh, yeah. [00:32:00] Same room. Yep. And same continent. Yeah. Yeah. So that’s been awesome. And also it’s my first time meeting Yolanda in person too. So yeah, that’s our first time. And same. So thanks so much for everybody that attended, uh, woma 2026. We’ll see you at Woma 2027 and uh, check us out next week for the Uptime Wind Energy Podcast.

Michael O'Shea of MOTER | S4 Ep4 | The Garage by Sonatus

The Garage by Sonatus

Play Episode Listen Later Feb 24, 2026 19:33

This episode from CES 2026 features Michael O'Shea, CTO and COO of MOTER Technologies, discussing the company's approach to usage-based insurance through in-vehicle AI deployment. MOTER Technologies, backed by a major Japanese insurance company, places software directly in vehicles to analyze sensor data and generate fair driver risk scores while maintaining privacy through edge computing. O'Shea explains how their collaboration with Sonatus AI Director enables standardized deployment of their lightweight AI models across different vehicle platforms, benefiting drivers through potentially lower insurance costs, OEMs through revenue sharing and customer loyalty programs, and insurance companies through more accurate risk assessment. The conversation covers the evolution from traditional OBD dongles and smartphone apps to sophisticated in-vehicle systems that provide contextual understanding of driving behavior. O'Shea also discusses their DriveSAGE coaching application that provides feedback to help drivers improve their safety scores, emphasizing the importance of transparency and customer consent in data usage.

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Dealer Count Down - Throughput Up, Used EV Values Rollercoaster, Consumers Delay Big Purchases

Play Episode Listen Later Feb 23, 2026 15:17

Shoot us a Text.Episode #1276: The 2026 dealer census shows fewer franchise points but stronger per-store sales. Tesla resale values rise while other EVs slide post-tax-credit. And consumers are shifting away from big-ticket purchases, focusing instead on repairs, durability and value.The latest Automotive News dealer census shows a network that's slimming down—but getting stronger. As OEMs right-size their footprints, throughput is climbing and single-brand stores are on the rise.The U.S. starts 2026 with 18,300 dealerships—just 11 fewer than last year—but total franchise points dropped 1.5% to 29,387.Exclusive, single-brand stores rose 1.2% to 13,351 locations as automakers continue network consolidation strategies.Buick (-20%), Lincoln (-9.9%) and Jaguar (-25%) all shrank networks intentionally, boosting per-store performance in the process.Average franchise throughput across the industry climbed 4.1% to 532 vehicles in 2025, with Toyota leading at 1,736 units per store, up 8%.19 brands improved throughput in 2025 — but 24 saw declines, including 12 brands down more than 10%. As networks shrink, the gap between healthy franchises and struggling ones is widening fast.When the $7,500 EV tax credit disappeared, most used EV prices fell. Except Tesla. While mainstream electric models lost value and OEMs started discounting hard, Tesla resale prices actually climbed — changing the whole picture.Used Tesla prices rose 4.3% since the credit ended, while other used EVs dropped an average of 3.6%.Because Tesla makes up such a big slice of the market, overall used EV prices actually rose 3.5% — but that's a bit of a mirage.Lower-cost EVs like the Kona Electric, ID.4, Niro EV and Mach-E all lost around 5–6% in just a few months. The Porsche Taycan was the only non-Tesla model to see a price increase, at 4.1%Used EV market share fell 20% in four months, suggesting mainstream buyers aren't rushing in — even with heavy new-EV discounts.Consumers are still spending — just not on the big stuff. Higher interest rates and tight housing turnover pushed shoppers towards smaller upgrades and essential repairs in 2025 — a trend expected to continue through 2026.Spending slowed across income groups late in 2025, especially households under $40K and over $150K.Large discretionary purchases like furniture and mattresses slowed sharply, while décor, kitchen items and maintenance held up.Home improvement spending softened for a third straight year but remains above pre-pandemic levels.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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Sustainable Material Innovation Advancing Automotive Design at Covestro

PLUGHITZ Live Presents (Video)

Play Episode Listen Later Feb 23, 2026 12:49

As automotive design evolves, manufacturers increasingly rely on advanced materials to reduce weight, improve durability, and support sustainability goals. Covestro focuses on developing polycarbonate‑based solutions that replace heavier metals, enhance surface performance, and enable circular manufacturing practices. These innovations support automakers seeking to improve efficiency, reduce environmental impact, and deliver premium experiences to consumers.Material selection plays a critical role in modern vehicle engineering. Components must withstand demanding thermal, mechanical, and environmental conditions while meeting strict cost and performance requirements. Covestro's approach combines raw material expertise with process development, allowing the company to collaborate closely with OEMs and suppliers to create next‑generation components that are lighter, safer, and more sustainable.Lightweight Thermal‑Conductive PolycarbonateOne of Covestro's key developments is a thermally conductive polycarbonate designed to replace aluminum and magnesium heat sinks. While metals traditionally offer superior thermal conductivity, polycarbonate provides advantages in emissivity, enabling effective heat dissipation through alternative mechanisms. This balance allows the material to deliver comparable thermal performance while significantly reducing weight.The use of polycarbonate in heat‑management components supports improved energy efficiency in both automotive and electronic applications. Lighter parts contribute to reduced vehicle mass, which can enhance range and performance in electric vehicles. The material also supports cost reduction by simplifying manufacturing processes and lowering material expenses. These benefits demonstrate how material science can unlock new design possibilities without compromising functionality.Self‑Healing Coatings for Premium SurfacesCovestro has also developed a direct‑coating technology applied to polycarbonate lenses and exterior panels. This coating provides a high‑gloss, premium finish while offering self‑healing properties. When the surface is scratched, heat can be applied to restore its appearance, extending the lifespan of the component and maintaining a like‑new finish.This technology is already in production on vehicles such as the BMW i7, where it enhances both aesthetics and durability. The coating reduces the need for traditional painting or hard‑coating processes, lowering manufacturing costs and minimizing scrap caused by surface defects. By enabling repairability and long‑term visual quality, the solution supports both consumer satisfaction and sustainable manufacturing practices.Circular Materials Through Tire‑to‑Polycarbonate RecyclingA significant advancement in Covestro's sustainability portfolio is the chemical recycling of end‑of‑life tires. Through a specialized process, the rubber from used tires is broken down and converted into virgin‑quality polycarbonate. This material can then be used in applications requiring optical clarity, including headlamp lenses and other transparent components.The recycling process separates metal reinforcements, fabric layers, and contaminants, ensuring that only the usable rubber is transformed into new material. The high yield of this method makes it one of the most efficient recycling pathways for tires, addressing a long‑standing environmental challenge. By converting waste into high‑value polycarbonate, Covestro supports circularity and reduces reliance on fossil‑based raw materials.ConclusionCovestro advances automotive design through innovative polycarbonate materials, self‑healing coatings, and circular recycling technologies. By reducing weight, improving durability, and enabling sustainable manufacturing, the company provides solutions that align with the evolving needs of modern mobility. These developments demonstrate how material science can enhance performance while supporting environmental responsibility across the automotive value chain.Interview by Scott Ertz of F5 Live: Refreshing Technology.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. Secure your connection and unlock a faster, safer internet by signing up for PureVPN today.

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Sustainable Material Innovation Advancing Automotive Design at Covestro

PLuGHiTz Live Special Events (Audio)

Play Episode Listen Later Feb 23, 2026 12:49

tv interview innovation amazon prime sustainable secure privacy material bmw advancing components lighter oems covestro automotive design scott ertz purevpn

How Software Differentiation Strategies Help Industrial OEMs Escape the Hardware Complexity Trap

Automation World Gets Your Questions Answered

Play Episode Listen Later Feb 20, 2026 26:30

In this episode, we connect with Dale Hopkinson, senior product manager with Thales, a supplier of technologies for the aerospace, defense and security industry and a provider of cybersecurity and digital identity technologies, to learn how OEMs are leveraging modular software licensing to replace costly hardware variants, creating predictable revenue while delivering customizable capabilities to industrial customers.

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320. Why SDV Strategy Needs Application Layer Innovation

SAE Tomorrow Today

Play Episode Listen Later Feb 19, 2026 31:04

What's really holding back software-defined vehicles (SDVs) … and where should automakers shift their focus? Listen in as we sit down with John Wall, President of QNX, to explore how a trusted, safety-certified foundation frees OEMs to innovate faster, collaborate more effectively, and deliver differentiated vehicles. Drawing on insights from the Under the Hood: SDV Developer Report, they unpack why automakers must shift away from maintaining complex, non-differentiating software and focus instead on application-layer innovation to better define brand identity and customer experience. You'll also learn how QNX is expanding into robotics, healthcare, and industrial automation with its secure, high-performance operating system. Whether you're fascinated by autonomous cars, collaborative robots, or the future of AI in physical systems, this episode is packed with insights on innovation, safety, and the power of partnerships. We'd love to hear from you. Share your comments, questions and ideas for future topics and guests to podcast@sae.org. Don't forget to take a moment to follow SAE Tomorrow Today—a podcast where we discuss emerging technology and trends in mobility with the leaders, innovators and strategists making it all happen—and give us a review on your preferred podcasting platform. Follow SAE on LinkedIn, Instagram, Facebook, X, and YouTube. Follow host Grayson Brulte on LinkedIn, X, and Instagram.

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Episode 208: Darrell Swanson and Jarek Zych of EA Maven - AeroTesseract launch

The eVTOL Insights Podcast

Play Episode Listen Later Feb 19, 2026 38:17

In this episode, Darrell Swanson and Jarek Zych of EA Maven discuss the launch of AeroTesseract, a full-stack SaaS platform designed to bring investment-grade analysis to advanced air mobility (AAM). They explain that traditional aviation forecasting tools rely on historical air traffic data, which is unsuitable for emerging AAM routes. Instead, AeroTesseract uses surface mobility data and bottom-up, route-by-route modelling to identify viable markets. The platform integrates demand forecasting, scheduling, revenue modelling, energy requirements, and carbon analysis into one iterative workflow. It allows users to test sensitivities such as pricing, time savings, aircraft type, and propulsion system, while also modelling infrastructure revenues and grid capacity constraints. Both Darrell and Jarek emphasise realism and granular analysis over top-down market projections, positioning AeroTesseract as a potential industry-standard tool for operators, airports, OEMs, and governments planning the future of regional and urban air mobility.

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India: Aerospace's Next Manufacturing Powerhouse w/ Vishal Sanghavi

Play Episode Listen Later Feb 19, 2026 10:42

In aerospace and defense, a structural shift in global manufacturing is underway. Supply chains are strained, skilled labor is scarce, and production backlogs are testing relationships between OEMs and suppliers across the globe. So the industry is being forced to look for answers in new places. One of those places is India. What started as an engineering and software hub is rapidly becoming something much larger. A manufacturing powerhouse capable of delivering aerospace-grade quality, advanced digital operations, and the scale required to support global demand. In this highlight episode, I revisit my conversation with the co-founder and CEO of Jeh Aerospace, Vishal Sanghavi. He explains why major suppliers are moving work to India, how credibility is earned with Western customers, and why the opportunity ahead is bigger than a simple cost advantage. You'll also learn: Why labor shortages in the U.S. are accelerating permanent shifts in manufacturing geography How pairing India's talent base with modern digital infrastructure changes what suppliers can deliver What it takes to overcome skepticism and prove reliability to Western aerospace customers Why the companies that win will think beyond arbitrage and build technology leverage How India's momentum could reshape the global supplier map for decades Why, with market demand, policy movement, and geopolitics aligning, the window of opportunity is now About the Guest Vishal R. Sanghavi is the co-founder & CEO of Jeh Aerospace. He has been a leader in the aerospace and defense (A&D) industry for nearly two decades. He co-founded Jeh Aerospace in 2022 with his long-time colleague Venkatesh Mudragalla. This US-based company manufactures aerospace and defense components to address the industry's global supply chain constraints. Vishal is on a mission to transform aerospace manufacturing by harnessing the power of advanced technologies like robotic automation, AI, and AR/VR, and leveraging the vast talent pool of countries like India through friend-shoring. He is building Jeh Aerospace into a new-age technology-driven manufacturing company that will deliver stringent-quality flying parts 10x faster, better, and cheaper. Vishal's entrepreneurial journey began at the renowned Tata Group, where he built and led large multimillion-dollar businesses and became one of the youngest CXOs for the group. He spearheaded numerous aerospace businesses during his tenure, including the Tata Boeing Joint Venture (JV), Tata Sikorsky JV, and Tata Lockheed JV, which manufacture large, complex aerospace systems. To learn more, visit https://jeh.aero/. About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association. For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

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How Trener Robotics partnered with 3 of the 5 largest robot OEMs | Asad Tirmizi

Category Visionaries

Play Episode Listen Later Feb 19, 2026 26:30

Trener Robotics is solving a fundamental problem in industrial automation: the 5 million robotic arms deployed globally operate without intelligence, relying on 60-year-old procedural programming methods. With $38 Million in total funding—including a just-closed $32 Million Series A—the company compressed an 18-month journey from pre-seed to Series A by focusing ruthlessly on CNC machine tending. In this episode of Category Visionaries, I sat down with Asad Tirmizi, Founder of Trener Robotics, to unpack how 14 years of research in robotics and AI converged with market timing to create what judges recognized as this year's biggest innovation in machining—despite the founding team having zero machining expertise. Topics Discussed: Why Trener Robotics chose CNC machine tending over higher-visibility applications like airplane cleaning The capital efficiency trade-offs between sales cycle length, development complexity, and runway Partnering with three of the five largest robot OEMs controlling 4.3 million of 5 million deployed units Expanding to six countries (Norway, Denmark, Sweden, Portugal, Spain, US) through integrator networks Converting technical curiosity into closed deals in a risk-averse industry with 60-year-old workflows Building training materials in Portuguese for markets the founding team has never visited GTM Lessons For B2B Founders: Sales cycle length determines survival, not TAM size: Trener Robotics rejected compelling applications with massive TAM like airplane cleaning because sales cycles would burn through runway before reaching scale. Asad was explicit: "If your sales cycle is too long, your funding is too less and your development time is too much, that's it, you're out of business." They chose CNC machine tending specifically because manufacturers already budget for robots, understand ROI calculations, and have existing vendor relationships. Calculate your actual time-to-close from first meeting to signed contract, multiply by customer acquisition cost, and build your runway model around that reality—not the TAM slide in your deck. Niche dominance beats horizontal expansion every time: Despite having technology capable of 100+ applications, Trener Robotics committed to machine tending exclusively. Asad's framework: "Making 100 skills is easy. Distributing 100 skills, maintaining 100 skills, marketing hundred skills—that's where most startups break when scaling, not when incubating." The constraint forced them to become the definitive solution for one workflow, enabling repeatable sales motions and concentrated marketing spend. Most founders intellectually agree with focus but fail operationally—they take revenue from adjacent use cases "just this once." Don't. Pick your beachhead, win it completely, then use that cash cow to fund expansion. Industry awards are underutilized credibility hacks: Trener Robotics won the Machine Tool Innovation Award—the machining industry's most prestigious recognition—despite being roboticists with no machining background. This wasn't luck. They studied what innovations historically won, trained their models on data that would produce award-worthy results, and positioned the submission around industry pain points. The award opened OEM partnership conversations that would have taken years otherwise. Identify the 2-3 awards that matter in your category, reverse-engineer what wins, and build your product roadmap accordingly. Third-party validation converts skeptical enterprise buyers faster than any sales deck. Channel partner economics need structural win-win design: Trener Robotics secured partnerships with three of the five largest robot OEMs (controlling 86% of deployed units globally) by solving a specific problem: OEMs sell hardware but lose recurring revenue to system integrators who program robots. Trener Robotics' AI models let OEMs capture software subscription revenue while reducing integrator programming costs. Asad acknowledged they're still learning: "I would not by any stretch of imagination say we have proven how good we are in managing channel partners. It's a journey we are on." But the structural economics work because both sides make more money. When designing channel programs, don't just offer margin points—restructure the value chain so partners access new revenue pools they couldn't capture before. Interest signals are worthless without conversion timeline mapping: Asad's painful admission: "Interest does not mean sales. Pilots do not mean sales. Even letter of interest or contracts to test your equipment does not mean sales." As a technical founder, he initially conflated technical validation with buying intent. The fix: obsessively measure time between interest signal and closed deal, then segment by customer type, deal size, and decision-maker level. Only after mapping this could they accurately forecast and avoid the "too much time in the gray area of interest turning to sales" trap. Build a conversion funnel that tracks days-in-stage, not just stage progression percentages. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Using Quality Test Data For The Modern MRO | Sponsored By Averna

MRO Network Podcast

Play Episode Listen Later Feb 19, 2026 10:24

In this sponsored podcast Brian Couch, Segment Manager for Aerospace & Defense at Averna, discusses the critical role of quality test data in modern MRO operations and how centralized, structured data practices can improve reliability, reduce turnaround times, and strengthen the feedback loop between MROs and OEMs. Learn more about Averna's solutions here

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WOMA 2026: Where Will Australian Wind Be in Five Years?

Play Episode Listen Later Feb 19, 2026 28:22

Recorded live at the Wind Operation and Maintenance Australia 2026 conference, Allen, Rosemary, Matthew, and Yolanda are joined by Thomas Schlegl for a panel discussion on where the Australian wind industry is headed over the next five years. 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! Alright, let’s get started. This is the, the final event of this three day marathon. Uh, where will we be in five years? And I have, uh, pretty much everybody from the Uptime podcast and Thomas Schlagel from eLog Ping. Uh. Uh, Rosie and I had a big argument before we all came about what we were going to be in five years, and Rosie’s and my opinion differed quite a bit just on, that’s, uh, that’s what led to me suggesting the personality test because yes, and that was, that’s actually a really good suggestion. So I know something about myself now, but, uh, I, I think talking to people here, watching the presentations. And having an American slash European perspective on it. I think every, everybody can chime in here. Australia’s probably on a better pathway than a lot of places. Yeah. Well, I know I’ve been back in Australia for about [00:01:00] five years, five years. Before that I was in Denmark. I left Australia. Because I was so like in despair about the state of renewables and also manufacturing and just doing smart engineering in Australia. Um, so yeah, when I came back five years ago, I was a bit shocked at how different things were in Australia. And I was also, you know, like I will say that it, we were, we were behind like way less mature than other, um, markets in terms of how we operated our wind energy assets. Um, and it’s changed so much in five years, so like a half day, if I’m making predictions for where we’ll be in five years time, I have to, you know, like use that as a, it, it’s probably gonna be more than you would think in five years, just based on how far we’ve already come in, in five years. Um, so yeah, I think that five years ago people were trusting a lot more in the full service agreements. Um, definitely there’s very few people who are still naive that that’s just, you know, um, a set and forget kind of thing that you [00:02:00] can do and not worry about it. Everybody’s now aware that you need to know, um, about your assets and we’re already to the point where there are like a lot of asset managers know so much, um, and, you know, have become real experts and really wasn’t, wasn’t the case five years ago. So. I’m hopeful for that. Um, you know, that it, it will continue and yeah, probably at a faster pace than, um, what we see elsewhere. I think Australia is a really attractive market, not just for developing new wind projects, but also for developing all of the kinds of supporting technologies, which is, you know, like a lot of the people here either using or developing those kind of technologies. And some of our challenges here make it the perfect place to, yeah, develop new text because. Things are, it’s really expensive to do repairs here. Um, the operating conditions are harsh and so things wear out and it just means that it’s, you can put together a positive business case for a new tech here much sooner than you could overseas. So I’m really [00:03:00] hopeful that we see, you know, like a whole lot of innovation, um, in, in those kinds of technologies that are gonna help wind energy get a lot more mature. And even hearing some of the answers from last year to this year, you see that shift. Uh, I was really shocked last year how much reliance there was on. The FSA and now I hearing a lot more discussion about, all right, we need to be shadow monitoring. We need to be looking at the, the, the data coming off, trying to hack, break into the passwords to get to the SCADA system, which was new, but I feel like very Australian thing to do. Matthew, you’ve been in the small business in Australia for, for several years in the wind business. What do you see? I mean, you’ve been in it like for five years now. Plus actually more than that, uh, I actually did my first wind farm around 20 oh 2001. Okay. Or 2002. Um, that was from a noise perspective. So I, I’ve seen things, you know, the full cycle. Um, you know, there were many years of [00:04:00]despair, the whole, um, stop these, stop these things. I’m actually featured, I was featured on Stop these things. So, um, don’t, don’t Google it. It was pretty horrible. So, um, we did a lot of work around infrasound and noise impacts and so there was many years which were, were pretty horrible. Um. Over that time, I sort of relate to my daughter. My daughter’s turning 21 soon. She is a beautiful girl, turning into an adult, a wonderful adult, and it’s, I think the wind industry is really growing, maturing, growing up, and you know, is wonderful to see. And I think we are, we’re only gonna get better, stronger. And I think one may, one note I made here is that now they’ve got wind, solar batteries. I just think it’s unstoppable, so I’m super optimistic that we’re only gonna keep, you know, raising that bar. Well, if you look at where Australia is compared to a lot of the places on the [00:05:00] planet, way ahead, in terms of renewable energy. I mean, you’ve got basically $0 in electricity for, because of how much solar there is, plus the batteries are coming in and, and the transmission’s coming online. And I’m talking to some people about, uh, what these new developments look like. If you’re trying to develop some of these projects in the United States, you’re not gonna be able to do them. There’s, there’s too many regulatory hurdles, and it seems like Australia has at least opened some of the doors to explore. Uh, people in America, the companies in Europe are gonna be watching Australia, I think in, in terms of where we go next. Because if Australia can pull off pretty much a renewable grid, which is where you’re headed, others will follow because it’s just a lower cost way of running a, running an electricity grid system. Yeah. Now I need to perform my, um, regular role of being a Debbie Downer. Um, I, I think that there’s, there’s big challenges and it’s definitely not, um, a case of [00:06:00] the status quo now is good enough to carry us through to a hundred percent renewables. Um, there are some big, big problems that need to be solved. Like, uh, solar plus batteries in Australia is, is going amazing and it’s gonna do a lot. It’s not gonna, it will be incredibly hard to get to, you know, a fully renewable grid that way. The problem with wind is at the moment, I mean, it’s getting more expensive to install wind now and we don’t only need to install new wind farms, we’ve also got existing wind farms that are retiring. So we need to either extend those or we need to, um, you know, build new wind farms in their place. So we do need to get better there. And then I think that the new technologies, like, you know, I’m the blades person and the bigger blades are bigger problems like, like dramatically. I don’t think that your average, um, wind farm owner or wannabe wind farm owner is aware, like actually how many more problems there are with big blades compared to smaller ones and. I think that, like I said earlier, I [00:07:00] think Australia’s a great place to get those technologies, um, you know, developed. But we, we need to do that. That’s not like a nice to have and oh, everything will be a little bit better, but if we can’t maintain our assets better and get more out of them, um, we also need improvements with manufacturing. But it’s not really an o and m thing. I won’t talk too much about it. But yeah, I think that like we can’t be remotely complacent. Well, I think in, in Europe, uh, Thomas, you actually spent several months in Australia, and you’re obviously from Austria, so it’s an Austria Australian connection. Do you see the differences between the Austrian market, the German market, and what’s happening here in Australia? What, what do you think of the comparison between the two? So, what I, what really was fascinating from was the speed of, um, improvements we see here in Australia. It. Um, just for me, wind industry in my young industry, sorry, was always rather slow in Europe and [00:08:00] like not really adopting. Um, and here, sorry. For example, last year you asked the question how many. Of the audience to use sensors for shadow monitoring and no hand was raised right. It was zero silence. And uh, this year we even had a few percentage on, on sensors on the, on the cido. So you see only within a year like this gradually graduated, improvements are happening and I think that makes such a, um, speed in, in improvements and that will. Close to the rescue again. Thank you. And that, um, that will bring Australia to a big advantage. Um, especially I think overtaking, uh, at a certain point, and it would be great to see in five years from now, um, maybe Europeans, Austrians, uh, coming to Australia to. [00:09:00] To learn and not the other way around. Yeah, and, and especially with Yolanda working for the biggest energy company in Denmark, uh, in America, you see how Americans react to change and, and the reluctance to move forward on some of the things we talked about this week, which are, do seem to be moving a little bit quicker. There is more an acceptance of CMS systems here. And on in the States, it seems like you have to really fight. A lot of times to get anybody to listen, to do something because it’s all, it’s financially driven in some aspects, but it’s sort of like, we don’t do that here, so we’re not gonna listen to it. What’s been your experience being on a, this is your first time in Australia, what, what has been your experience this week and what have you learned? I was very pleasantly surprised by just the amount of collaboration that everybody really wants to have here and the openness to, to do so, and to learn from each [00:10:00] other, um, and to accept just, you know, if you’ve seen an issue and or someone else has seen an issue, then you can really learn from each other. And it doesn’t necessarily mean that you have to silo yourself as much as, as you typically do in the United States. I mean, it is a different culture, right? And so it’s just. Honestly, hats off to, to Australians for, for being able to, to work with each other, so, so well, yeah. The discussions out at the lunchtime and the coffee area were uniquely different than what we generally will see in the United States. And Matthew, you’ve been around a lot of that too, where it kinda gets a little clique. But here, I mean, obviously, I mean, not just human nature, but on some level I felt like, oh, there’s a lot of interaction happening and it’s really loud. So people are engaging with one another and trying to learn from one another, or at least connect. And I, I think in a lot of times in Europe, there’s not a lot of the connection until the, the drinking starts, you know, at about 10. Uh, but. Uh, Matthew, did you see that too? [00:11:00] Like I was really pleasantly surprised. That was a good thing to see here. Yeah. And in my former life as a consultant, I dealt with, you know, construction, uh, road rail, you know, I mining a whole range of industries. And, um, one of the reasons why I’ve stayed in wind is ’cause I, you know, I love the people, you know, I love you all. So, or, um, but no, I think, um, the. The collaboration, the willingness to talk, um, the willingness to share ideas. And I think, I think I’ve been super, super, super happy about the way the panels have run, you know, everyone’s willing to share. Um, yeah, I’m, I’m just stoked. Yeah, Rosie, this is all your fault, honestly, because Rosie was always the, the contrary opinion. So I would say something and Rosie would feel obligated to say something as the opposite. But when, when we all started this discussion about, uh, a, a wind turbine conference, you had been to a bad wind turbine conference in Australia and I had been to a really bad one in the States and we were just, okay, that’s enough. And the movement [00:12:00] toward, let’s get some information, let’s everybody interact with one another. Let’s, we will give all the presentations to people at the end of this so you can access data. You’re not spending a ton of money to come. That was a, a big part of the discussion, like, I’m spending $5,000 to listen to sales presentations for three days. I don’t want to do that anymore. We try to avoid that in this conference. Hopefully, if you notice that and, and, and. I guess the conference board is up here right now. Are we gonna do Woma 2027? Are we gonna decide that today? Or. Yes, yes, the website is live. Um, I also wanna take this opportunity to, um, thank the, the sponsors of the event. And I hope that you’ve noticed that it’s not like these aren’t the sponsors of normal events where they’re like, okay, we’ll give you a bunch of money and then we’re gonna stand up and talk at you for half an hour about our new product launch or whatever. Like these sponsors haven’t, they haven’t got back [00:13:00] in the traditional way that you, you would with a kind of, um, event. So I’m really grateful for the very high quality sponsors that we’ve got. And, um, yeah, I just, I, I dunno if I’m allowed to share a little bit about the, the economics of this event. Um, if we didn’t have the sponsors tickets would cost twice as much. So, um, that’s one thing. But then the other key thing that we. Really couldn’t do it without sponsors is that we didn’t, our event didn’t break even until about a week ago because everyone buys their tickets late. Um, so yeah, the, the, we would’ve been having heart attacks, um, months ago about our potential, you know, bankruptcy from running the event if it wasn’t for, um, yeah, the, the great sponsors. So thanks to everybody that did that. Um, and everybody that attended consider buying a ticket earlier next time. Um, I, I’m the worst. I often buy my ticket the day of, of, of an event. So it’s, you know, like it’s a pot calling the kettle black. But, um, yeah, that’s just a bit of the, [00:14:00] the reality. And we have a number of poll questions. Uh, let’s get producer Claire back there to throw ’em up on the screen. So while we’re doing that, we should really thank Claire. Claire has been amazing. Yeah. Thank you, Claire. So the emojis are from Claire. Claire, clearly here. Uh, how do you feel about the, the current state of the wind industry? Hopefully there’s more smiley faces after this week. Well, alright, we’re a hundred percent rosemary. We had to put the one with the, yeah. And for me personally, um, I used to feel a lot more optimistic when I worked in design and manufacturing. And then when I come into operations, that like automatically makes you feel a bit more pessimistic. And then me specifically, like I only get involved when really bad things are happening. And so sometimes for me, like it’s easy to think. [00:15:00] When technology is just not good enough and, you know, I need to find a new industry to move into. So, uh, it is good to talk, talk to other people and, you know, like bring my reality back to a kind of a midpoint. And I, I just like to say, I, I think, I mean maybe there’s been a bit of OE em bashing here maybe. Um. Um, however, we need really strong OEMs, so I just wanna put a shout out to the OEMs and say, yeah, we absolutely need you. So just keep doing it. You will keep doing better, so thank you. Yeah, it’s a difficult industry to be in and we put a lot of demands on them and they, they’re pushing limits, so yeah, they’re gonna run into problems. That’s fine. Let’s just find solutions for them. Alright, uh, next question, producer Claire. What is the best thing you learned at Woma? This is not multiple choice. You can write whatever you want. Stealing passwords. [00:16:00] Did any of us learn anything? Unexpected contracting? Oh yeah. Get the contract right? Oh yeah. Yeah. Dan was really good. Yeah, Dan was great about contracting, looking on the other side of that fence. Cybersecurity is not that big of an issue in Australia. That’s some big thing in Europe, so yeah, it is. I was surprised by the environmental factor in Australia. I was surprised about the birds. Yeah. Everyone who wasn’t in the birds workshop yesterday, Alan was freaking out about, about how Australian wind farms have to manage birds and um, you have to freeze a bird for 12 months. I don’t, where do you have to freeze it for a bird? I don’t know. But that, it just is a little odd, I would say. Yeah. All right, Rosemary, you gotta take away Rosemary’s phone. Alan’s personality test. Yeah, there we go. That was not me. Wind farm toilets was a good one. Thank you, Liz, for, for raising that. [00:17:00] Yeah, I know when I worked in, um, Europe and Canadian wind farms, I would have to strategize my liquid intake for the day. Balancing out tea will help keep me warm, but on the other hand. Did everybody meet up with someone who had a solution? That was part of the goal here is to put people with solutions in the room with people with problems and let you all sort it out. So hopefully that was one of the things that happened this week. Or if you haven’t connected here, be able to connect with over LinkedIn or over coffee later. And the networking on the app and networking page on the website. Right. So you can actually use that now that’s all live. Yeah. So you can, you can connect through there if you’ve selected to. To keep your contact information open. Yep. You can connect through there so it’s easy to, if you need somebody to find my or Matthew’s email, you can just find it right there and we’ll upload the presentations, as you said. Right. The presentations we uploaded. But you have to select into that, Matthew, is that right? Also, the speakers [00:18:00] have to approve them as well. Right. And the, and all the speakers, you know who you are. Can let us know if we can use your slide decks to public size them. I didn’t see anything there that looked highly classified, so I think that would be fine. Alright. This is really interesting. Convince OEMs to install better pitch bearings. That’s very true. Okay, thanks you for that. Claire, what’s the next one? What do you wish you learned more about? So Matthew did a tour before the conference several months ago. And, and went to a lot of the operators and said, what would you like to hear about? So the things that were, uh, the seminar or the different workshops and all that were the result of talking to each of the operators about what you would like to see. So hopefully we covered most of them. Uh, obvious There. There’s some new things. Gear boxes. Yeah. I figured that one was coming. Tower retrofits. Okay. Good, good, [00:19:00] good. ISPs? Yeah. Life extension. Yeah. A lot of life extension. I agree. Well, we’re gonna run into that to the United States also. Asbestos. I’ve read some things about that in Australia. Okay. Which leading protection work by name. I do, I do have, well, lemme see. I do know that answer, but you’re gonna have to talk to Rosemary to get the, the key to the vault there. I I also think that you can’t assume that it’s gonna work in Australia. I think that, that like really seriously, I, I wouldn’t, um. I wouldn’t replace my entire wind farms leading edge protection based on what worked well in Europe and America. So, um, I would highly suggest, um, getting in touch with me and or bigger to get involved in a trial if you, that’s a problem for you. Yeah, definitely get involved in the trial. Uh, more data is better and if you do join that trial, you will have the keys to the castle. They will tell you how all the other pro uh, blades went. Uh, trainings and [00:20:00] skills, obviously that’s a, that’s a international one. When does ROI really happen? Yeah. Yep. We hear that quite a bit. Needs have proven good products for leading edge erosion. Yep. Okay. Yeah. So the que I guess one of the questions is, is that we did not on purpose, did not have any vendor things. I haven’t mentioned my product once this week. I, because I don’t want to, you know, that’s not the point of this conference, but should we. I don’t know. I mean, that’s a, should we have people standing up and I don’t know if it’s standing out there, but able to, to trial things. Yeah. Yeah. I agree. I agree with what. I, I don’t, I don’t want that. Oh, yeah. No, I don’t want that. But it’s not my conference. Right. It’s, it’s everybody who c comes and wants to participate. What do you wanna see? Do you wanna see 10 leading edge products out in the hallway or, I didn’t mind that people were putting like stickers and like little knickknacks out on [00:21:00] tables. That was fun. Rosemary’s got a, a satchel full of them. Alright, Claire, is that the last one? There’s one more. All right. Hang on for one more. What’s your biggest takeaway from Woma? That you’re gonna buy your tickets early for WMA 2027, hopefully, and you’re gonna sponsor. I had a lot of people come up to me and say they would like to sponsor next year. And that’s wonderful. That will really keep the, the cost down because we’re not making anything off of this. I’m losing money to be here, which is totally fine ’cause I think this is a noble effort. Uh, but we will keep the cost as low as we can. We have an upgraded venue from last year. If you attend last year we were at the library, which was also a very nice facility, but this is just another level. Mm. Um, and the website has the ability to register interest in sponsorship. Yeah. Yes. Yeah. Yeah. I’ve already got, uh, Jeremy’s already shook my hand. He’s already committed. Yeah. [00:22:00] Uh, I think we’ll have a lot of three pizzas on, on sponsorship for next year, and that’s good. Uh, that tells you there’s some value to be here and, and, uh, connect stickers, Rosemary stickers. There you go. I like whoever put calories up there. That’s funny. Yeah. You know the thing about, uh, this city is you can eat and it’s so dang good. You can’t do that in the states. You can’t just walk around in a random. Downtown like Detroit, Chicago. There are places you can eat there, but every place you walk into in this city is really good food. It’s crazy. Yeah. It’s, it’s uh, sort of addictive. I’m gonna have to go home on Saturday or not gonna fit in my seat. Um, alright. This is great. Yeah. We really love, um, constructive feedback. I think we’re all, or at least. Vast majority of us are engineers. We like to know about problems and fix them. So, um, most of us can’t have our feelings hurt easily. So, you [00:23:00] know, be very, very direct with your feedback. And, um, yeah, I mean the event should be different every year, right? Like, we don’t wanna do the exact same thing every year, so, um, it will change. Yeah. Yeah. And there is a survey going out as well, so Georgina will send out a survey. All right. So those surveys go to who? Matthew, are they going to you or are they going to all attendees and go? I think it goes back to Georgina, but we’ll, okay. Yeah. Great. So if you do get a, a form to fill out, please fill it out. That helps us for next year. Are we gonna be back in the same city? I say Yes. Yes. Yeah, this place is great. Sydney is also lovely. I spent an hour there at the airport. It was quite nice, but it was long enough. As I learned from people from Melbourne that Sydney is not their favorite place to go. So I guess we’re, we’re here next year. Is there anything else we need to talk about? Um, no. I mean, I’ve just been, uh, my favorite thing about this event is like the, the size of it and that people, uh, like very closely related in what we’re interested in that. It’s not like a, [00:24:00] you can put any two random people together and then we’ll have an interesting conversation. So I’ve really enjoyed all of the, you know, dozens of conversations that I’ve had this week. And, um, yeah. So thank you everybody for showing up with a open and collaborative, um, yeah. Frame of mind. It’s, yeah, couldn’t be done without everybody here. We do have a little bit of an award ceremony here for Rosemary, so we actually put together. A collage of videos over the last, um, five years. Uh, this is news to me. What? Yeah. Surprise. All right. Let it roll. Claire. Champion Rosie Barnes is here. Everybody. Climate change is a problem that our politicians don’t seem to be trying. Particularly hard to solve. This used to frustrate me until I realized that as an engineer, I have the power to [00:25:00] change the world, and unlike some politicians, I choose to use my powers for good. So I made a gingerbread wind turbine, I mean, a functional gingerbread, wind turbine, functional and edible. Everything except for the generator is edible. Alan, what were some of your takeaways from our talk with, uh, with Rosie? Well, I just like the way she thinks she thinks in terms of systems, not in terms of components. And I, I think that’s a, for an engineer is a good way to think about bigger problems. On today’s episode, we’ve got, well, some exciting news. Number one. Rosemary, uh, Barnes will be joining us here today as our co our new co-host. Yeah, thanks. Thanks so much for having me. So, you know, one wind turbine with, um, wooden 80 meter long wooden blades. Yeah. Like, that’s so cool. What a great engineering challenge or, you know, craftsmanship challenge, um, there, but, you know, I’d like to see one [00:26:00]wooden wind turbine blade, but not, not more than that. It’s a, it’s a cool, it’s a cool novelty. And then burn it, right? If you burn it, then you’ll catch the carbon. We need someone within the Australian wind industry to start up a, a better conference. Um, you know, it should be allowing you to kind of put your finger on the pulse and figure out, you know, what, what’s the vibe of wind energy in Australia at the moment? Um, what are the big problems people are having and then, you know, some potential solutions, some people talking about things that are coming up that you might not have heard about yet. I just think that it’s much easier to get a good value conference from a, like a, a small organization that is really dedicated to the, um, topic of the, of the conference. So as part of the Uptime Wind Energy Podcast, Rosemary, the YouTube ci, these little gold plaques. So this is actually, this is your first gold plaque, but you have two [00:27:00] silver plaques also. ’cause engineering with Rosie reached a 100,000 subscribers. Uh, the uptime also reached a hundred thousand subscribers a while ago, but we reached 1 million. This is the first time I, we’ve been in person, but I could actually hand you this award. So congratulations Zi. Very, very well done. Thank you. This is treasured and, um. Yeah, added in. Nothing like that has ever happened to me before, so I’m bit overwhelmed. I, I’m interested to know, we got that Wheel of Fortune footage from, ’cause I thought that was lost. Lost forever. It’s over. It’s on YouTube. Sadly. It is. It’s 24. All the episodes Rosemary competed in the Wheel of Fortune. She was on four times. Six times. Six times. Sorry. There’s only four available on the internet. You may have white scrub tube. I wanna massaging Lazy Boy. Is that your husband? He made me get rid of it. He is like, that thing is hideous. And [00:28:00] it was, yeah. Thank, thank you so much. And I mean, yeah, this is the, the uptime wind energy. Um. Yeah, podcast achievement. It’s, um, it’s crazy how, how popular that, um, it’s in insanely popular since we crossed the 1 million mark that was a while ago. We’re up to 1.6 million right now. We’ll cross 2 million this year. I know it’s, it’s clear Claire’s reason. It mostly clear and it honestly is. Uh, but wind energy is a big part of the energy future, and as I’m realizing now, uh, when you start to reach out to people, you realize how important it is for the planet and for individual countries that wind energy is part of their electricity grid. So the, the information we exchange here this week is very valuable and reach out to others. I think that’s part of this wind industry and Matthew’s pointed out many times, is that we share. So unlike other places, uh. Wind energy likes to work together. And that’s great to hear and it’s great to participate in. So I wanna thank everybody here for attending, uh, this conference. Thank you to all the sponsors. Uh, you [00:29:00] made this thing possible. Uh, as Matthew has pointed out, we’ll be at WMA 2027. The website is live. So, uh, listen to Rosie. Please register now. Uh, and uh, yeah. Thank you so much for, for being with us. And we’ll see you in February right here. Thank you.

Charles Manning on Why Measurement Is the Secret Weapon in the Age of Agentic AI

Next in Marketing

Play Episode Listen Later Feb 17, 2026 38:48

In this episode of Next in Media, I sit down live at the Kochava Summit in Sandpoint, Idaho, with Charles Manning, founder and CEO of Kochava. We go deep on one of the most pressing questions facing the industry right now: how profound is the shift to agentic advertising and AI-driven workflows? Charles argues it is not a decade-long evolution like programmatic was. It is breathtakingly faster, and the companies that understand how to use their first-party data as a competitive kernel, rather than leaking it to the walled gardens, are the ones that will come out ahead. He draws a compelling analogy: if programmatic changed the auction, AI is about to change the workflow.We also dig into Kochava's CTV journey, from its mobile app roots to building measurement tools adopted by LG, Samsung, Vizio, and Roku, and how the view-and-do combo between the TV screen and the mobile device is creating powerful new outcome-based measurement opportunities for brands. Charles breaks down what holding companies should fear (and fix), why the ad tech supply chain is due for serious consolidation, and why he predicts a wave of take-privates and roll-ups followed by a bonanza of public offerings over the next two years. He also introduces Station One, Kochava's integrative AI hub that acts like a Slack for AI workflows, designed to help teams transform how they work without giving up control of their data. Key Highlights:⚡ AI vs. Programmatic: Charles explains why the shift to agentic advertising is moving breathtakingly faster than programmatic did. While programmatic took over a decade to fully reshape the auction, AI is set to transform the entire workflow within the next 16 months.

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Car Guy Coffee Podcast Presents #5Liner feat. Paul de Vries

Car Guy Coffee

Play Episode Listen Later Feb 17, 2026 39:46

Car Guy Coffee Podcast Presents #5Liner feat. Paul de Vries Welcome to The #5Liner, the show dedicated to the individual journeys that power the automotive industry. It's not about the company; it's about the individual, their career, mindset, and personal story. In each episode, we sit down with a high-quality selection of Car Guys and Car Gals to get beyond the title and into the hard earned wisdom they've gained. Join us as we uncover the wins, challenges, and #5Liner takeaways that have shaped today's top talent. In this episode of the Car Guy Coffee Podcast, hosts Lou Ramirez and Fred Lennartz welcome Paul de Vries, a European online automotive leader whose mission is to “make online automotive a better place.” Paul shares how he sold his first car online in 1998, helped build a platform to buy new cars online that was later acquired by eBay in 2015, and explains his marathon-minded approach of helping OEMs, franchise dealers, independents, and anyone in the industry without focusing on quick sales. In the show's “five liner,” Paul discusses his why, how he entered automotive through persistence after working as a gas station attendant, and how he earned his first sales role despite stuttering and limited experience. His greatest reward, he says, is being thanked years later for teaching and helping others, emphasizing the value of human capital, relationships, and attending industry events like NADA.

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The AAM Regulatory Landscape: What's Moving, What's Missing, What's Next

Aerospace Unplugged

Play Episode Listen Later Feb 13, 2026 34:16 Transcription Available

In this episode of Aerospace Unplugged, our host Adam Kress is joined by Pulkit Agrawal, Certification and Regulatory Affairs Leader for Advanced Air Mobility (AAM) at Honeywell Aerospace, and Devin Patterson, Director of Strategic Engagement at Southwest Mission Accelerator Center (MAC). Together, they take a deeper look at the rapidly evolving regulatory landscape that's shaping advanced air mobility, discussing the current progress and challenges, as well as shifting policies across different government levels, and more. Episode HighlightsCurrent Industry Developments, Needs, and Challenges: Explore how Federal Aviation Administration (FAA) initiatives, such as the EIPP program, are enabling early AAM operations, supporting data-driven rulemaking, and influencing collaboration among OEMs, regulators, and regional stakeholders.State of the AAM U.S. Regulatory Landscape: Learn what the U.S. regulatory approach for advanced air mobility is, including an overview of the national AAM strategy and how programs like EIPP fit into the broader effort to scale safe, early operations.Industry Collaborations & Their Significance: Discover how collaboration among industry, municipalities, states, and federal agencies is growing and how it's helping align infrastructure planning, policy development, and community engagement to support AAM deployment.Future Outlook for Advanced Air Mobility: Get a forward-looking view of what to the future may hold as AAM progresses toward broader operations, spanning regulatory frameworks, infrastructure readiness, public acceptance, and more.(No character limit / Highlights)

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Why Crandon Is Becoming America's Ultimate Off-Road Racing Destination

The eVTOL Insights Podcast

Play Episode Listen Later Feb 13, 2026 37:10

Crandon International Raceway has become one of the most iconic and fastest-growing motorsports destinations in America — and its momentum is only accelerating.In this Race Industry Week by EPARTRADE interview, Marty Fiolka, Promoter of Crandon International Raceway, explains how the legendary Wisconsin venue has evolved into a five-day off-road festival, drawing record crowds, global manufacturers, and international attention — while staying deeply rooted in its grassroots community.

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Episode 207: Austin Spiegel, CTO at Sift

Play Episode Listen Later Feb 12, 2026 26:13

In this episode, Jason Pritchard is joined by Austin Spiegel, CTO and Co-Founder of SIFT, to explore how better data infrastructure is accelerating advanced air mobility development. Austin explains how SIFT's hardware observability platform helps OEMs capture, organize and analyze vast volumes of telemetry generated across the entire aircraft lifecycle—from simulation and hardware-in-the-loop testing to manufacturing and flight operations. With certification programmes placing increasing pressure on traceability and auditability, he highlights how fragmented data systems, siloed workflows and manual reporting processes can create costly bottlenecks for eVTOL developers. The conversation dives into how SIFT creates a unified, structured “digital thread” that links telemetry to specific assets, sub-assemblies and manufacturing processes—enabling clear, regulator-ready evidence paths. Austin also discusses real-time flight test monitoring, automated pass/fail reporting, anomaly detection through “family” data comparisons, and the growing regulatory shift toward digital-ready, interactive evidence rather than static PDFs. With SIFT recently announcing a $42 million Series B raise, Austin shares how the company is scaling its team and capabilities to support the next phase of growth in aviation and beyond—building toward a single source of truth for hardware data that helps OEMs reduce late-stage surprises and move more confidently toward certification.

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Cosmic Land Grab: Inside the New Space Arms Race w/ Tory Bruno REPLAY

Play Episode Listen Later Feb 12, 2026 59:16

The new space race is beginning; It's not just between nations, but between commercial giants, shadow governments, and emerging players staking claims to orbits that are becoming dangerously crowded. The world is entering an era where control of the orbits will define global power. What's fueling this revolution isn't just rocket science. It's economic scale, exotic propellants, and a surge in miniaturized, high-functioning satellites. But with this explosion comes risk: orbital debris fields, collisions that could cripple constellations, and the looming specter of space warfare. In this replay episode of The Aerospace Executive Podcast, I'm joined by Tory Bruno. Formerly the CEO of United Launch Alliance and now President of Blue Origin, he brings an unmatched perspective on the forces reshaping access to space. We cover the radical shifts reshaping orbital real estate, why small launch companies are failing despite demand, and why directed energy weapons in space might be the future of global defense. You'll also learn: Why the true space cost revolution isn't in launch, but in satellite architecture The hard truth about the “300% drop in launch prices” myth How mini satellites are creating billion-dollar constellations and traffic jams in orbit The quiet arms race: Anti-satellite weapons, Kessler syndrome, and debris fields that could end entire constellations Why lasers may be the only real answer to hypersonic threats Why methane propulsion is suddenly viable and what finally cracked the code Why the biggest competitive edge isn't rockets, it's people Guest Bio Tory Bruno is the President and CEO of United Launch Alliance (ULA), the largest rocket launch company in the world. Since taking the helm in August 2014, he has led ULA through a transformative era, retiring legacy systems, developing the next-generation Vulcan rocket, and expanding the company's commercial and national security portfolio. Before ULA, Tory spent over three decades at Lockheed Martin, where he began his career as a propulsion engineer and steadily rose through the ranks to become a senior executive. He has deep expertise in advanced propulsion, hypersonics, missile defense, and launch systems, and is widely recognized as one of the aerospace industry's most accomplished and forward-thinking leaders. Connect with Tory on LinkedIn. About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association. Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

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Armour Edge Expands Manufacturing and Blade Database

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Feb 12, 2026 18:18

Allen and Joel are joined by Will Howell from Armour Edge in Edinburgh, Scotland. They discuss how Armour Edge’s semi-rigid polymer shields protect against leading edge erosion in harsh environments, the simplified installation process designed for rope access technicians, and the company’s expansion into North American manufacturing ahead of the 2026 blade season. 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! Allen Hall: Will welcome back to the program. Will Howell: Thanks so much for having me guys. Nice to see you. Allen Hall: So Edinborough is the home of Armor Edge. Will Howell: Yes, indeed. Allen Hall: Yeah. And we went to visit your facility a couple of days ago. Really impressive. There’s a lot going on there. Will Howell: Absolutely. Absolutely. Yeah. So the, we’ve been in the facility for, um, a couple of years now, and it’s really just all part of our expansion as we continue to. To, uh, grow as a business? Allen Hall: Uh, well the thing that struck me first was efficiency. If you’re gonna be in wind, do you need to be efficient? Will Howell: Yeah, Allen Hall: exactly. You have Will Howell: to be, Will Howell: look, we know that we are a, a relatively small team, but we’re, we are, we are very reactive and we are gonna be always responding to the, the requests. The, the market drive for us internationally now is where we are really focusing. And even though we’ve got our small base from there, we’re exporting internationally around the world. And so. Yeah, I’m, I’m, I’m glad you guys came by and kind of saw what we’re up to. Joel Saxum: If we could ask one thing, this is what we would ask. Turn up the heat. Turn down the wind. Turn off the rain. Will Howell: Yeah, I’m [00:01:00] sorry about that. Yeah. Yeah, it’s, uh, there’s not much we can do about that at the moment. Joel Saxum: Well, I’ll tell you what, if, if you’re talking leading Edge protection products, leading edge protection shield. Born from an area that’s rainy, that has heavy rain erosion, that understands, Will Howell: we know, we know rain. We know rain. Yes. Look, we’ve been out in the North Sea now for over, over, over five years. These things are just being abused by Mother Nature out there and, you know, but we’ve, we are, we’re getting really good results consistently. Um, the products lasting really well against that, against that weather. And I think what’s interesting for us as well is it’s, it’s not just the Scottish rain and the ice and the snow. We’re, we’re getting good results out in the. The planes in the Midwest as well now. Yeah. And yeah, so yeah, very uh, universal products, we hope, Joel Saxum: I mean, so this is one of the things we always talk about. When you talk wind turbine blades and you listen to the manufacturers, a lot of them sit in Denmark where the problem is mist in the air, it is rain, it is droplet size. It’s all the conversation you hear. But where we [00:02:00] see wind is dust, bugs, those kind of things. Like, it’s, it’s different stuff, right? So like I’m, I live in Texas. One of the things that’s beautiful about my home in Austin is when I look to the west in the, at, in the evening, it’s bright red skies all the time. Well, that means there’s dust in the air. Will Howell: Yeah. Joel Saxum: Right. And that’s, and when I look west, what am I looking at? 23,000 turbines out in West Texas. Right. So everything out there is getting beat up where we look at, um, inspections of turbines and we see turbines that are 1, 2, 3 years old that look like they’ve been in operation for 15 years. Will Howell: Yeah. Yeah. Joel Saxum: There’s nothing left of them. Will Howell: I know. And. You know, people use analogies like, oh, it looks like it’s been sand sandblasted. But it it has, it has, it is sandblasted, you know, we’ve, we’ve now conducted testing where we have literally taken kind of aerospace level testing and blasted sand at these shields, and they’re super resilient. But it has to be that universal products of resisting the water droplet that the mist, that side [00:03:00] of the, of the erosion problem, but also the particulate matter in the air. And there’ve been some of the. Places that we’ve installed. There was actually one site where they had a local, um, open cast mining nearby, and there was like marble particulate matter in the air. And these machines were getting trash in a couple couple of seasons. And again, we’ve been on there now for, I think now is our third year in that particular site. And again, really good results. Joel Saxum: Well, I think, um, I mean, we did take some B roll when we were at your facility. And again, thanks for welcoming Sam. We love doing those. It’s, uh, but you showed us your installation methodology, and maybe we’ll show some of that with our producer Claire on mm-hmm. On this video. Uh, but the, the way you guys design your installation methodology to be simple and robust, easy for the technicians to make sure they can’t get it wrong in the field because they got enough other things to worry about. Will Howell: Uh, you know, I think, I think that’s been a big part of our, of our kind of design ethos since the, since the early days in the, in the r and d phase, it wasn’t only finding a robust material for the LEP Shields, a robust. [00:04:00]Adhesive to bond them on, but it’s the, it’s the kind of higher level. How do you actually get that onto a blade in the field by a rope or standing in a platform up in the, up in the winds And so, yeah, understanding what the technicians are having to go through in order to install this stuff. And that then feeds into your quality. ’cause you can have the best lab results in the world from your perfect installation sitting in a factory somewhere. But actually it’s the guys on ropes that are doing the, doing the hard work out there. Joel Saxum: We see that all the time with our, like with our lightning protection products like. People, can you give us this lab test? Like we can, we’ll stack you up with lab tests. Mm-hmm. But what we really wanna show you is the test from the field. Will Howell: Yeah, yeah, yeah. Joel Saxum: The test that where it’s been sitting, soaking, getting hit by lightning. Mm-hmm. All of these things for years and years and years. Yeah. That’s the results we wanna show you. ’cause those are real. Will Howell: Absolutely. Yeah, yeah, yeah. Makes Allen Hall: the demo you gave us to install the shields and it’s basically a series of shields that go along the leading edge of the blade, sort of two parts of that one. Obviously you’re trying to recover the lost power, the a EP, that’s, that tends to be the big thing, [00:05:00] except in some locations, like Joel’s pointed out, it’s not that the leading edge is just kind of lightly beat up. It’s really beat up. Will Howell: Yeah. Yeah. Allen Hall: And you’re trying to prevent that from happening or to just to provide some protection, uh, if you’re just sort of category three, and I, I wanna walk through that for a minute because the demo you did was really interesting and I. It, it made sense once you watch the process happen. Mm-hmm. It’s really clear, but you’re able to take sort of cat three damage on the leading edge and not have to go back and do a lot of repair to it, which is where the vast majority of the funds are used to sort of get the blade to a point you can apply leading product. Oh yeah. Yeah. With Armor Edge, you don’t really need to do that. Will Howell: Yeah. And I think that that that really comes into the. Into the value proposition of the, of the whole, of the whole process. If the labor costs and the downtime of the machines, there’s so much value in that. And so if you can reduce the repair time or just remove it completely, because you can install [00:06:00] directly on top of existing erosion, you’ve really saved some significant cost out of the, out of the job. And that’s really only just by function of the design of the shields. We are a, a semi rigid polymer material, so we don’t conform to the existing erosion that’s on the surface. So. Yes. If you, if you have a cap four or five and you have some structural glass repair that needs to happen to maintain the integrity of the blades, you still need to complete that repair. You don’t need to go any further. So if you’ve only got a one, two, or three, you’re talking the fillers, the putties on, on the surface. You don’t need to, to replace those. Just apply our high build adhesive, get the shield on top, and you’re finished. Allen Hall: And so you start at the tip with a, a tip. Shield and then you work your way, kind of Lego wise up up the leading edge of the blade. Yeah, Will Howell: yeah, yeah. Allen Hall: It’s really straightforward and, and the, the system you’re using, the adhesives you’re using, and the techniques are really adapted for the technician. What I watched you do, I’m like, oh, wow, this is really [00:07:00] slick because there’s been a lot of thought going into this. You have done this. Hundreds of times yourself before you’ve shipped it out to Will Howell: the world. Yeah, exactly. And, and that was, that was a big part of the, part of the r and d process is to, again, as I said, it’s, it’s not just affecting these applications in a lab environment. It’s saying, how does this feel up on a rope? How does it feel strapped into your work, into your work position? You’re handling stuff with your gear off your belt, and it’s a, it’s a, it’s a very difficult position to be installing any bit of, any bit of kit on. And if we can. Make that as an intuitive and as simpler process as possible, that’s gonna lead to quality installations down down the line. Joel Saxum: Yeah. One of the things I really liked when you were showing us the installation was the fact that you had your own tools that you developed for it. Yeah. Yeah. Right. And it wasn’t, we’re not talking $10,000 tools here, but, but it was something that was. Specific, your scraper that you use to spread things around. Mm-hmm. That makes sense for that application. That helps the technician in the field. Will Howell: Yeah. Joel Saxum: And that was from Will Howell: direct market feedback. Absolutely. [00:08:00] And so you’re not only getting feedback from the technicians every season. And we are, we are, we are really careful to get these, to get that feedback, have these washup meetings, you know, maybe a bit of constructive criticism. Criticism in the early days and build that into your design revs. Yeah. But as you say, hands, tools or processes, it’s all just. Quality steps. As we, as we, as we kind of move on. Joel Saxum: I do, I do wanna make sure for anybody listening or watching this on YouTube, that that, that they know that this is not the actual final problem. These are trade show things. It’s not a bunch of little shells like this. You’re about a meter long. They’re about meter Will Howell: long. Yeah. Yeah. Full size. And again, even the, even the length is optimized for, um, kind of rope access. We feel a meter is about as long as you can handle as a, as a kind of single, single piece. The. Adhesive is kind of curing during the time that you’re installing the shields. So a meter is good, you just just move on. Depending on what the customer’s looking for, that can be 10, maybe even 15 shields on [00:09:00] longer. Yeah, installations. Look, blades are getting bigger. The leading edge, erosion problems getting worse. So yeah, up about 15, 15 shields is probably about a maximum length that we tend to do in the field. Joel Saxum: So let’s you, you, you mentioned customers we’re talking about what they wanna see. Let’s talk customers a little bit. What does the geographic footprint look like for you guys commercially going into next year? Where, where do the installs go and what’s your focus? Will Howell: Well, at the moment we are, we are spread internationally. Uh, obviously we are based here in Edinburgh and starting our out in the, out in the North Sea. Um, but over the past few seasons, our, our biggest market has been, has been North America. Um, so we’ve, we’ve really started to expand out there and that. I, I think even this season, again, it’s gonna be our biggest, our biggest market. Um, Joel Saxum: wha wha Will Howell: okay. So yeah, the North American market’s gonna continue to be our biggest, um, installation base. So, um, this year we are probably on another thousand blades [00:10:00] or so, last season, um, this, this year significantly more, more than that. It’s been interesting for us to see the. The continued growth of the market, but also the, a bit of additional interest early on in this season or even pre, pre-season Now, we’re only coming up to Christmas as we record this. Um, so the big step for us is gonna be not only expanding our European operation that you guys have seen, um, here from, from Edinburg to, to support the market here, but also looking at the manufacturing in America. So in North America, we’re gonna have. A couple of different manufacturing sites. We’re able to supply customers locally, which is not only gonna be reducing lead times, but also removing the the tariff burden, the import cost, any additional additional steps so we’re able to respond quicker to our customers over there. Joel Saxum: Thanks for bringing the jobs to the states too. Will Howell: Oh, there we go. Love those. Allen Hall: There’s a lot of variety of wind turbines in the US and around the world, and you’re actively scanning blaze [00:11:00] because the shields are specifically molded for each different blade type. How many models do you have already scanned and ready to go? Will Howell: So at the moment, um, I believe the database sits about 45 designs or so. Um, so obviously there, there are more designs than that out there, out there in the wild. But we’ve, we’ve made a big effort to try and focus on the really key, key OEMs, the really key blades types that are particularly, particularly prevalent. Um, so yeah, we’ve got a lot of designs. We’ve got a lot of existing tooling, so we can make part. Very quickly. Again, trying to be as reactive as we, as we can to, to our, to our customer base. But as you say, that database is continually growing. So we have maybe some of the, the less popular blade models that we haven’t yet got to some of the out, the kind of fringe shoulder, shoulder models. Um, we’ll be trying to scan a few more of those. This, this coming season, just to keep on building up that, that kind of knowledge, knowledge base. Allen Hall: So what does that look like now that you have this large database and. Uh, the sort of the [00:12:00] molds to make the product. Mm-hmm. You can do things at scale, I assume now you’re, you’re talking about thousands of blades for this upcoming season. Will Howell: Yeah, I mean, it’s, uh, when we, when we approach our manufacturing partners, obviously what we’re talking about are individual tools and then making plastic polymer parts from those, from those tools. And so when we start talking about wind farms with just a few hundred machines, then that’s maybe a few thousand parts. But for these, for these manufacturers, that is small fry. So our ability to scale from the point of having those tools is very rapid. So our approach to the market and our ease of scaling very quickly has just, it’s, again, it is part of our, it’s part of our model. That’s why we can engage now in local manufacturer, like in North America to, to support the market there. And it’s not only North Americas, we start to grow in, [00:13:00] um, in Europe here and as well as some of other target target markets. We’ve got some, some smaller in stores in India and in Australia. These are also targets where potentially we could start Manu Manufacturing as well in the future to assist in our scale up. Allen Hall: What, what is your lead time right now That’s from, from, from the point of, I call up will say, well, I’ve got a GE 62 2. I probably have 500 of them. What does that lead time look like? Will Howell: So, uh, 6 2 2 is a very good example. It’s a very prevalent blade. Um, we’ve, we’ve had a number of projects for this, so we’ve got tooling ready to, ready to go. You’re probably talking around four to six weeks to get that. That’s fast material out. Yeah. Um, if it was a new design, it would be, it would be longer, but still you’re only up at 10 to 12 weeks for a new, a new design. So, yeah, it’s, it’s, uh, you know, as you guys have seen it, it’s quite an involved process. We’ve had a lot of. Design evolution to get here, but we’re quite a finesse process now. Joel Saxum: Yeah, that was the exact question I was gonna ask because it’s one we get asked all the time too, right? What? What? Hey, and now it’s, we’re, [00:14:00] we’re sitting at the end of the year coming into the new year and in the United States, our blade season in the southern part of the states. Right. You’re south Texas, you’re starting in the next two months, right? Oh yeah. You’re starting end of January, beginning of February, and then that starts to roll north as we go. And by May we’re in full swing Absolutely. Across North America. So. If you’re a manufacturer listening to this, or a manufacturer, if you’re an operator listening to this and, um, you’re thinking, Hey, maybe, maybe I’d like to, if I don’t wanna roll it all out, maybe I’d like to try a couple. We’re gonna do an LEP campaign. Let’s get this stuff out there and see what it looks like. Um, you need to get ahold of will. Allen Hall: Oh, you should, and you should try it. I think a lot of the operators haven’t dabbled too much. They’ve seen a lot of products on the market, a lot of sort of, uh, chemical mixing apply. A polymer to the leading edge tapes, products, tapes, paint, yeah. All, all of that. And the, the, the harder products haven’t seen as much favor, but the, the issue is, is that all the softer products, I’ll call them, wear easy or particularly with [00:15:00] dirt. Joel Saxum: To me this is set it and forget it. Right. So this is a, this is an uptime podcast consultant type thing. I have always felt in the last, I don’t know, four or five years of my career that I get access to a lot of the. Subject matter experts and the products and solutions that are like top tier, right? These are the ones that I would, yeah, so I think a lot of times like, man, if I wasn’t, if I, Joel Saxon owned a wind farm and I was an operator, I would do this. I would do that. I would, you know, I’d have Pete Andrews from me both here on here earlier today and I’d be doing these kind, but I would put a product like your under the armor edge shields on simply because to me, this is set it and forget it. Yeah, yeah. I’m gonna do it once and I’m done. Will Howell: That’s it. You know, and we’ve got, we’ve got the initial lab test to kind of validate the really long lifetime of our products. But again, now we have the field data to back that up as there are many, many happy, happy customers in varying conditions. And, and yeah, it’s, it’s, it’s performing well. Interesting what you’re saying though, about. The lead time of the, um, products. You know, we’ve, we’ve really tried to [00:16:00] drive that down as much as, as much as possible. And look, we know the, the planning world out there is not, is not a perfect science, and there’s always gonna be people coming to us with super short, short lead times. But as we’ve scaled, that’s another, another issue that we’re trying to combat. So now that we have many years under our belt, our stock holding is increasing. We can do small projects, pretty much X stock. So we have. A stock of parts now that are available within a few days to ship out. It might just be a few, a few, a few machines. It could be a, a spot repair or a trial. Right, right, right. But we’ve got those, we’ve got those parts ready to go. So yeah, if anyone’s interested, even in a very short, short time scale, contact us. I mean, we may be able to help you out very, very quickly. Joel Saxum: We’ve all heard about product. Disappearing outta the back of technician pickups in hotel parking lots too. Sometimes you just need an extra turbines worth the kit while you’re on site. Allen Hall: That is for sure. And will I, if you, people haven’t heard of Armor Edge, which is hard to believe, [00:17:00] but I do run across them occasionally. Where should they go to learn more? How did they get ahold of you to, to set up a 2026 trial? Will Howell: Yeah, so, um, I mean, our. Our, our website@armedge.com and that’s the, the UK spelling of arm edge with you in there. Yeah, yeah. Um, yeah, please come to the, come to the website. You can contact us through there. Um, I’m available on, on LinkedIn. Um, yeah, you can contact us anytime. Anytime. We, we do travel between, uh, the uk. Again, our US is a big, big market, so if you’re gonna be at any of the trade shows, you can come and come and say, Hey, and arrange a, arrange a time to. Time to talk. Yeah. Which, which of the trade shows are gonna be at this year? So we’ve got, um, blades, uh, the end of end of February, uh, in the US we’ve got, uh, the A-C-P-O-O and M event, um, event. And that’s the start of the start of March. Just before that, we’ll be, um, we’ve got one of our representatives in Australia at the Woma, [00:18:00] um, show as well. So, yeah. Yeah, it’s, uh, that’s the kind of the start, the start of the year as we move on. Um. Again, there’s gonna be a lot of, uh, interaction with customers and suppliers. So even outside the shows you, you might be able to get a hold of us, look out for us. Um, but I think coming up to the summer, we’ve then got the clean power event. We like to visit, visit that for a bit more of a higher, higher level view of what’s, uh, going on in, in the industry as well. Allen Hall: Well, will thank you so much for allowing us to get behind the scenes and. See the, the shop and see the, uh, demonstration of the installation of the shields. It was wonderful to see that. And thank you for joining us today. Will Howell: No, great. Thank you very much for your time again. Appreciate it.

73 – Infrastructure… The Rebirth

Tech Deciphered

Play Episode Listen Later Feb 11, 2026 46:27

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

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Reshaping Aerodynamics: Rise of Adaptive Morphing Control Surfaces in Aerospace & Defense Industry

Emerging Tech Horizons

Play Episode Listen Later Feb 11, 2026 47:09

Join Dr. Arun Seraphin for a conversation with Dr. Sridhar Kota and Hal Chrisman of FlexSys exploring how adaptive morphing control surfaces are transforming aerodynamics across the aerospace industry and defense industry. The discussion centers on this engineering breakthrough and its potential to reshape future DoD platforms and missions. Drawing on more than two decades of experience in the aerospace and defense industry, Dr. Kota and Chrisman explain how this adaptive technology can improve lift-to-drag ratios, reduce fuel consumption and noise, and eliminate the need for conventional flaps in next-generation aircraft designs. This conversation examines how morphing aerodynamics technologies could transform DoD mission requirements, from enabling shorter takeoff and landing distances to improving climb gradients and reducing fleet size requirements. In addition to the operational benefits for the Department of Defense (DoD), Dr. Kota and Chrisman explore key technology transition challenges facing the defense industry, including certification, integration, and scalability. The conversation concludes with a forward-looking vision for making morphing control surfaces an industry standard, along with practical guidance for OEMs and DoD partners interested in adopting this advanced aerodynamics technology.Be sure to follow us on social media for updates, inside scoops, & more:LinkedIn: https://bit.ly/4htROo0Twitter: https://bit.ly/48LHAx3Facebook: https://bit.ly/47vlht8And for more podcasts, articles, & publications all things emerging tech, check out our website at: https://bit.ly/47oA5K1

drawing reshaping dod adaptive kota surfaces oems aerodynamics morphing defense dod defense industry aerospace defense

Car Super Bowl Ads RANKED! Jeep Ruins The New Cherokee and Why Some OEMs Sat This One Out

Automotive ADHD

Play Episode Listen Later Feb 10, 2026 50:37

Jeep, Toyota (twice), Nissan, Volkswagen and Cadillac are the players in this year's Super Bowl ad show down. At $10mil an ad, was it well spent? I review and rank each of this year's automotive entries where I discuss why there were so few compared to years prior, and give my analysis on the new Jeep Cherokee. That and more on this sportball themed edition of the show! If you like cars, this is the automotive podcast for you!Get your GPS tracker now and protect your car! Use Promo code AUTOADHD15 for 15% off, in addition to another 35% off an annual subscription: spytec.com

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The NADA Takeaway Show, Will Dealers Welcome Chinese OEMs?

Play Episode Listen Later Feb 9, 2026 15:38

Shoot us a Text.Episode #1264: As the NADA Show wraps, we zoom out on what actually mattered, from a shift in how dealers are thinking about AI, to deeper vendor partnerships, to how dealers are thinking about Chinese vehiclesShow Notes with links: As the dust settles from another packed NADA Show, some of the most meaningful takeaways weren't about flashy announcements, but mindset. Liza Borches shared reflections on leadership, partnerships, and why this year's conversations felt more practical — and more ready for action.“AI is a strategy conversation, not a tool conversation. It's less about adding new technology and more about using AI to help us solve problems and connect the tools and partners we already have.”“Partnership matters more than ever. Our vendor partners aren't just providers — they're collaborators helping us build better experiences for our customers and teams. The integration that our key partners are not just willing to do but excited to do is a gamechanger.”The idea of selling Chinese vehicles in the U.S. split the room at NADA. Dealers openly acknowledged the profit opportunity, even as trade groups and some store owners warned about subsidies, nationalism, and long-term consequences for American retail auto.Presidio Group president George Karolis said dealers are conflicted: “A majority of the dealer respondents saw it as a threat and opportunity — both… the vehicles are really good, slick and more affordable.”Several dealers privately said if Chinese OEMs solve affordability, politics won't stop them from sellingCable Dahmer Automotive Group owner Carlos Ledezma took a pragmatic stance: “If that's what the consumer is looking for, then we are going to have to pay attention to that.”NADA CEO Mike Stanton was blunt on policy: “It's bad for our industry, it's bad for our country, it's bad for consumers,” while still conceding NADA wouldn't block dealers from adding Chinese franchises.Ford Blue president Andrew Frick captured the dealer mindset: “It's hard for a dealer not to look at that as an opportunity for them as an entrepreneur.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

american ai chinese partnership takeaways shoot dealers oems kyle mountsier liza borches

Inside INDYCAR's Future: Doug Boles on FOX, New Races & the 2028 Car

Play Episode Listen Later Feb 9, 2026 35:37

The future of INDYCAR is taking shape — and it's built on long-term vision, fan growth, technology, and strategic partnerships.In this in-depth Race Industry Week by EPARTRADE conversation, Doug Boles, President of INDYCAR and the Indianapolis Motor Speedway, outlines the series' ambitious “Path Forward” — a roadmap that stretches across the next 2, 5, and 10 years.From a reimagined IMS Museum to a strengthened FOX partnership, a revamped 2026 schedule, and a next-generation INDYCAR car and engine reset planned for 2028, Boles delivers rare insight into how the sport is preparing for its next era.

GM Goes All-In: Cadillac F1 Entry, 2026 Camaro Cup Car & Racing Technology

Play Episode Listen Later Feb 9, 2026 34:06

During Race Industry Week by EPARTRADE, Jim Campbell, Vice President of Performance and Motorsports Commercial Operations at General Motors, delivers a comprehensive look at GM's expanding global motorsports strategy—from Cadillac's entry into Formula 1 to a new 2026 NASCAR Cup Series Camaro, and the advanced simulation, CFD, AI and powertrain technology driving performance across every series.Broadcast from inside GM's high-performance powertrain facility in Pontiac, Michigan, Campbell explains how this center anchors GM's factory race programs and its Chevrolet Performance parts business—supporting programs in F1, NASCAR, IMSA, FIA WEC, IndyCar, NHRA, off-road racing, and more.

Inside Toyota TRD: NASCAR Dominance, Driver Development & the Future of Stock Car Racing

Play Episode Listen Later Feb 9, 2026 35:42

In this exclusive Race Industry Week by EPARTRADE interview, Tyler Gibbs, Group Vice President and President of Toyota Racing Development (TRD) USA, breaks down one of the most successful and transformative periods in Toyota's NASCAR history.Just over a year into his presidency, Gibbs reflects on Toyota's dominant 2025 NASCAR playoff run, the strength of its driver development pipeline, and how TRD is preparing for the next era of stock car racing—both in the U.S. and globally.

Ram Returns to NASCAR: Chris Rice Reveals Kaulig Racing's 5-Truck Plan for 2026

Play Episode Listen Later Feb 9, 2026 35:01

A major manufacturer shake-up is coming to the NASCAR Craftsman Truck Series — and Kaulig Racing is at the center of it.In this exclusive Race Industry Week by EPARTRADE interview, Chris Rice, CEO of Kaulig Racing, reveals how the organization is leading Ram's official return to NASCAR with an ambitious five-truck factory-supported program in 2026 — marking one of the most significant OEM moves in recent Truck Series history.From first meetings in Auburn Hills to building Ram trucks in-house at Kaulig's North Carolina campus, Rice walks through how a simple idea turned into a full-scale manufacturer comeback.

Ep152 Cars we'd drive if invisible, trauma surgeon safety, Geo Metro seen, plastic parts are bad

Cars on Call

Play Episode Listen Later Feb 6, 2026 52:26

Chris Harris had an idea we explore: what car would you drive as your daily driver if it were invisible and you didn't have to worry about judgment? What about a “weekend car”? We list 5 of each.Steve-0 spots a 1990 Geo Metro. Believe it or not he drove one for a year in the mid-1990s to save money. A 3-cylinder shitbox with 55Hp, the Metro was a true deathmobile. But it was surprisingly well built and so cheap to run. We discuss.Dr Stephan Moran, our trauma surgeon, gets into specific problems seen with older and younger drivers. Both are high risk demographic groups, and he discusses how they can minimize risks.Dr Moran, also an experienced shade-tree mechanic, is frustrated by the recent move by OEMs to replace some electronic parts with expensive "modules" and many steel parts with plastic "equivalents". Ugh he hates it all (so does Steve-0)#carsoncallpodcast #traumasurgeonsafety #automobile #geometro

drive safety cars invisible plastic metro surgeons moran oems chris harris trauma surgeon geo metro

Every A&D Sector Is Up, Here's Why That Matters w/ Bill Alderman & Ryan Kirby

Play Episode Listen Later Feb 5, 2026 39:43

Most people think a “hot” M&A market means: inflated prices, reckless buyers, and deals that will eventually fall apart. That's not what we're seeing in aerospace and defense right now. What we're watching instead is something far more unusual and powerful. Every major segment of the industry is firing at once. Defense, commercial aviation, business jets, and space are all growing simultaneously. The companies coming to market aren't missing forecasts; they're beating them. Buyers aren't walking away when things get hard. They're leaning in, working through issues that used to kill deals, because they know something fundamental has changed. This is not a fragile bubble. It's a structural shift. Capacity is the new currency. The players who survived COVID are full, booked, and unable to meet demand. Strategic buyers are no longer just chasing IP; they're buying throughput, people, certifications, and physical capabilities. At the same time, private equity has specialized at a level we've never seen before, building aerospace-only platforms that can compete head-to-head with strategics. The middle market, once an “hourglass” with little depth, is filling in fast. And when you zoom out, the macro picture makes it even more obvious. Public aerospace and defense companies are trading at premiums to the broader market. Commercial launches into orbit are compounding at extraordinary rates. Aircraft production is rising sharply, engine backlogs stretch for years, and defense spending remains structurally elevated. And across all of it, the barriers to entry have created enormous moats that protect the entire ecosystem. In this episode, I sit down again with Bill Alderman and Ryan Kirby from Alderman & Co to unpack what's really happening inside the middle-market aerospace and defense deal environment, and why, for the first time in decades, every major segment is moving in the same direction. You'll also learn; Why “high prices” don't mean a fragile market, and what actually signals stability How capacity has replaced IP as the most valuable acquisition driver Why deals that once died in diligence are now getting done What's changed in private equity's role in aerospace and defense How the middle market is reshaping the industry's “hourglass” structure The data behind the explosive growth in space launches and aircraft production Why public market multiples confirm (not contradict) the M&A environment How pure-play spin-offs and carve-outs may redefine the next wave of consolidation The hidden risk facing the defense industrial base: labor, not demand Why the biggest threat to the market isn't visible yet, and what “Black Swan” really means for M&A About the Guests William H. Alderman (Bill) is the Founding Partner of Alderman & Company. Bill is an M&A specialist in the middle market of the aerospace and defense industry with over $2 billion in mergers and acquisition-related transactions to his name. Before founding Alderman & Company in 2001, Bill worked for 15 years on Wall Street and in the Aerospace & Defense Industry, principally on M&A transactions in the middle market. His employers included BT Securities, Fieldstone, and General Electric. Bill is a Securities Principal registered with the Financial Industry Regulatory Authority (“FINRA”) and has four securities industry licenses (Series 7, 24, 63, and 65). Bill is a commercial pilot and owns and operates a Cirrus SR22. URL Link: https://www.aldermanco.com/ LinkedIn - https://www.linkedin.com/in/williamalderman/ Ryan Kirby has penultimate authority and responsibility for the overall management of Alderman & Company, including all client engagements and the management of firm personnel. Before becoming a partner of the firm, Ryan rose through the ranks from Associate to Vice President and has extensive hands-on experience in all aspects of the sale process, valuations, and fairness opinions. Ryan has specialized in the Aerospace, Defense, and Space industries stemming from his education and previous work experience. Ryan completed his BS in Business Administration, concentrating in Accounting and Finance at Embry-Riddle Aeronautical University. He went on to complete his MBA at Embry-Riddle, concentrating in Finance, graduating summa cum laude and with a 4.0 GPA. Previously, Ryan completed a project funded by NASA, which built a finance and business case for the mitigation of space debris in lower earth orbit. Additionally, his work has included analyzing the development of the urban air mobility industry and the funding that accelerated its growth, and the use case of sustainable aviation fuel in business aviation. Ryan has previous work experience in Financial Planning and Analysis. Ryan joined the Alderman & Company team as an intern during his graduate years at Embry-Riddle. Upon graduation, he joined the firm as an Associate and was promoted to Vice President in 2022. Email: rk@aldermanco.com Phone: 368-664-864 LinkedIn - https://www.linkedin.com/in/ryan-kirby-880875174 About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.

covid-19 space vice president public finance nasa defense mba bs wall street series strategic ip buyers analysis accounting capacity sector business administration financial planning black swan founding partners gpa general electric aerospace aircraft oems alderman embry riddle aeronautical university executive recruiter defense industry embry riddle naval flight officer ryan kirby fieldstone cirrus sr22

Morten Handberg Breaks Down Leading Edge Erosion

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Feb 5, 2026 35:05

Morten Handberg, Uptime’s blade whisperer, returns to the show to tackle leading edge erosion. He covers the fatigue physics behind rain erosion, why OEMs offer no warranty coverage for it, how operators should time repairs before costs multiply, and what LEP solutions are working in the field. 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! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering Tomorrow. Allen Hall: Morten, welcome back to the program. Morten Handberg: Thanks, Allen. It’s fantastic to be back on on, on the podcast. Really excited to, uh, record an episode on Erosion Today. Allen Hall: Wow. Leading as erosion is such a huge worldwide issue and. Operators are having big problems with it right now. It does seem like there’s not a lot of information readily available to operators to understand the issue quite yet. Morten Handberg: Well, it, I mean, it’s something that we’ve been looking at for the, at least the past 10 years. We started looking at it when I was in in DONG or as it back in 2014. But we also saw it very early on because we were in offshore environment, much harsher. Uh, rain erosion conditions, and you were also starting to change the way that the, the, uh, the coatings [00:01:00]that were applied. So there was sort of a, there was several things at play that meant that we saw very early on, early on offshore. Allen Hall: Well, let’s get to the basics of rain erosion and leading edge erosion. What is the physics behind it? What, what happens to the leading edges of these blades as rain? Impacts them. Morten Handberg: Well, you should see it as um, millions of, of small fat, uh, small fatigue loads on the coating because each raindrop, it creates a small impact load on the blade. It creates a rail wave that sort of creates a. Uh, share, share loads out on, uh, into the coating that is then absorbed by the coating, by the filler and and so on. And the more absorbent that your substrate is, the longer survivability you, you’re leading into coating will have, uh, if you have manufacturing defects in the coating, that will accelerate the erosion. But it is a fatigue effect that is then accelerated or decelerate depending on, uh, local blade conditions. Allen Hall: Yeah, what I’ve seen in the [00:02:00] field is the blades look great. Nothing. Nothing. You don’t see anything happening and then all of a sudden it’s like instantaneous, like a fatigue failure. Morten Handberg: I mean, a lot of things is going on. Uh, actually you start out by, uh, by having it’s, they call, it’s called mass loss and it’s actually where the erosion is starting to change the material characteristics of the coating. And that is just the first step. So you don’t see that. You can measure it in a, um, in the laboratory setting, you can actually see that there is a changing in, in the coating condition. You just can’t see it yet. Then you start to get pitting, and that is these very, very, very small, almost microscopic chippings of the coating. They will then accelerate and then you start to actually see the first sign, which is like a slight, a braided surface. It’s like someone took a, a fine grain sandpaper across the surface of the plate, but you only see it on the leading edge. If it’s erosion, it’s only on the center of the leading edge. That’s very important. If you see it on the sides and further down, then it’s, it’s [00:03:00] something else. Uh, it’s not pure erosion, but then you see this fine grain. Then as that progresses, you see more and more and more chipping, more and more degradation across the, the leading edge of the blade. Worse in the tip of it, less so into the inner third of the blade, but it is a gradual process that you see over the leading edge. Finally, you’ll then start to see the, uh, the coating coming off and you’ll start to see exposed laminate. Um, and from there it can, it can accelerate or exposed filler or laminate. From there, it can accelerate because. Neither of those are actually designed to handle any kind of erosion. Allen Hall: What are the critical variables in relation to leading edge erosion? Which variables seem to matter most? Is it raindrop size? Is it tip speed? What factors should we be looking for? Morten Handberg: Tip speeds and rain intensity. Uh, obviously droplet size have an impact, but. But what is an operator you can actually see and monitor for is, well, you know, your tip speed of the blade that matters. Uh, but it is really the rain intensity. So if you have [00:04:00] sort of a, an average drizzle over the year, that’s a much better condition than if you have like, you know, showers in, in, in, in a, in a few hour sessions at certain points of time. Because then, then it becomes an aggressive erosion. It’s not, it’s, you don’t, you get much higher up on the. On the, on the fatigue curve, uh, then if it’s just an average baseline load over long periods of time, Allen Hall: yeah, that fatigue curve really does matter. And today we’re looking at what generally is called VN curves, velocity versus number of impacts, and. The rain erosion facilities I’ve seen, I’ve been able to, to give some parameters to, uh, provide a baseline or a comparison between different kinds of coatings. Is is that the, the standard as everybody sees it today, the sort of the VN curve Morten Handberg: that is what’s been developed by this scientific, uh, community, these VN curve, that that gives you some level of measure. I would still say, you know, from what we can do in a rain erosion tester to what is then actually going on [00:05:00] the field is still very two very, very, very different things you can say. If you can survive a thousand hours in a rain erosion tester, then it’s the similar in the field that doesn’t really work like that. But there are comparisons so you can do, you know, uh, a relationship study, uh, between them. And you can use the VN curves to determine the ERO erosion aggressiveness. Field. We did that in the bait defect forecasting that we did in wind pile up with DCU back in 2019, uh, where we actually looked at rain erosion across Europe. Uh, and then the, uh, the actual erosion propagation that we saw within these different sites, both for offshore and for onshore, where we actually mapped out, um, across Europe, you know, which areas will be the most erosion prone. And then utilize that to, to then mo then, then to determine what would be the red, the best maintenance strategy and also, uh, erosion, uh, LEP, uh, solution for that wind farm. Allen Hall: Oh, okay. Uh, is it raindrop size then, or just [00:06:00] quantity of raindrops? Obviously drizzle has smaller impact. There’s less mass there, but larger raindrops, more frequent rain. Morten Handberg: If you have showers, it tends to be larger drops. Right. So, so they kind of follow each other. And if it’s more of a drizzle. It will be smaller raindrops. They typically follow each other. You know, if you’ve been outside in a rainstorm before we just showered, you would have sense that these are, these are much higher, you know, raindrop sizes. So, so there is typically an a relation between raindrop size and then showers versus a drizzle. It’s typically more fine, fine grain rain drops. Allen Hall: And what impact does dirt and debris mixed in with the rain, uh, affect leading edge erosion? I know a lot of, there’s a lot of concern. And farm fields and places where there’s a lot of plowing and turnover of the dirt that it, it, it does seem like there’s more leading edge erosion and I, I think there’s a little bit of an unknown about it, uh, just because they see leading edge [00:07:00]erosion close to these areas where there’s a lot of tilling going on. Is it just dirt impact worth a blade or is it a combination of dirt plus rain and, and those two come combining together to make a worse case. Uh, damage scenario. Morten Handberg: Technically it would be slightly worse than if it were, if there is some soil or, or sand, or sand contamination in the raindrops. But I mean, logically rain typically, you know, comes down from the sky. It doesn’t, you know, it doesn’t mix in with the dirt then, you know, it would be more if you have dirt on the blades. It’s typically during a dry season where it would get mixed up and then blown onto the blades. Honestly, I don’t think that that is really what’s having an impact, because having contamination in the blade is not something that is, that would drive erosion. I think that that is, I think that is, that is a misunderstanding. We do see sand, sand erosion in some part of the world where you have massive, uh, sand, uh, how do you say, sandstorms [00:08:00] coming through and, and that actually creates an, an abrasive wear on the plate. It looks different from rain erosion because it’s two different mechanisms. Uh, where the sand is actually like a sandpaper just blowing across the surface, so you can see that. Whereas rain is more of this fatigue effect. So I think in the, theoretically if you had soil mixed in with rain, yes that could have an impact because you would have an a, a hardened particle. But I do, I don’t think it’s what’s driving erosion, to be honest. Allen Hall: Okay, so then there’s really two different kinds of failure modes. A particle erosion, which is more of an abrasive erosion, which I would assume be a maybe a little wider, spread along the leading edge of the blade versus a fatigue impact from a raindrop collision. They just look different, right? Morten Handberg: Yeah, so, so sand erosion you could have spreading across a larger surface of the blade because it, because it doesn’t bounce off in the same way that a raindrop would, you know, because that’s more of an impact angle and the load that it’s applying. So if it comes in at a, at a st [00:09:00] at a, um, at the, at the, at a, at a steep angle, then it would just bounce off because the amount of load that it’s impacting on would be very limited. So that’s also why we don’t really see it on the, um, uh, outside of the leading edge. Whereas sand erosion would have a, would, would have a different effect because even at a steep angle, it would still, you know, create some kind of wear because of the hardened particle and the effect of that. Allen Hall: Okay. So let’s talk about incubation period, because I’ve seen a lot of literature. Talking about incubation period and, and what that means. What does incubation period mean on a leading edge coating? Morten Handberg: So that is, that, that is from when you start having the first impacts until you get the, the, the change in structure. So when you get to the mass loss or first pitting, that would be your incubation period, because that is from when it starts until you can see the actual effects. Would say that, that that is what would be defined as the incubation period of leading into erosion. Allen Hall: Okay. So you wanna then maximize the incubation period where the coating still looks mostly pristine [00:10:00] once incubation period is over and you get into the coating. Are there different rates at which the coatings will deteriorate, or are they all pretty much deteriorating at roughly the same rate? Morten Handberg: I mean, for the really high durability. We don’t really have good enough data to say anything about whether the, um, the, the period after the incubation period, whether that would actually, how that would work in the field. We don’t really know that yet. I would say, because the, um, some of the, the shell solutions, some of the high end polyurethane coatings, if they fail, typically it’s because of workmanship. Or adhesion issues. It’s has so far not really been tied in directly in, into leading edge erosion. Uh, the ones that I’ve seen, so typically, and, and, you know, all of these high-end coatings, they’re just, they, they have shown, you know, some of them you couldn’t even wear down in a rain erosion tester. Um, so, so we don’t really know. Um, how, [00:11:00] how the, how the shells, they would, they, they, they, they, how they would react over the five, 10 year period because we haven’t seen that much yet. And what we have seen have been more of a mechanical failure in, in the bonding Allen Hall: that, I guess that makes sense. Then operators are still buying wind turbine blades without any leading edge coating at all. It is basically a painted piece of fiberglass structure. Is that still advisable today or are there places where you could just get away with that? Or is that just not reality because of the tip speeds? Morten Handberg: For the larger, I would say anything beyond two megawatt turbines, you should have leading edge protection because you’re at tip speeds where, you know, any kind of rain would create erosion within, um, within the lifetime of the late. That is just a fact. Um, so. I don’t, I don’t see any real areas of the world where that would not apply. And if it, if you are in a place where it’s really dry, then it would typically also mean that then you would have sand erosion. Is that, that, [00:12:00] that would, I would expect that it would be one of the two. You wouldn’t be in an area where it couldn’t get any kind of erosion to the blades. Um, so either you should have either a very tough gel code, um, coating, or you should have have an LEP per urethane based coating. On the blades, Allen Hall: well do the manufacturers provide data on the leading edge offerings, on the coatings, or even the harder plastic shells or shields. Does, is there any information? If I’m an operator and I’m buying a a three megawatt turbine that comes along with the blade that says, this is the li, this is the estimated lifetime, is that a thing right now? Or is it just We’re putting on a coating and we are hoping for the best? Morten Handberg: The OEMs, as far as I, I haven’t seen any. Any contract or agreement where today, where erosion is not considered a wear and tear issue, there is simply no, no coverage for it. So if you buy a turbine and there’s any kind of leading [00:13:00] edge erosion outside of the end of warranty period, it’s your your problem. There is no guarantee on that. Allen Hall: So the operator is at risk, Morten Handberg: well, they’re at risk and if they don’t take matters into their own hands and make decisions on their own. But they would still be locked in because within the warranty period, they will still be tied to the OEM and the decisions that they make. And if they have a service agreement with the OEM, then they would also be tied in with what the OEM provides. Allen Hall: So that does place a lot of the burden on the owner operator to understand the effects of rate erosion, particularly at the at a new site if they don’t have any history on it at all. To then try to identify a, a coating or some sort of protecting device to prevent leading edge erosion. ’cause at the end of the day, it does sound like the operator owner is gonna be responsible for fixing it and keeping the blades, uh, in some aerodynamic shape. That that’s, that’s a big hurdle for a lot of operators. Morten Handberg: The problem is that if you have a service [00:14:00]contract, but you are depending on the OEM, providing that service. Then you have to be really certain that any leading edge erosion or anywhere on the leading edge is then covered by that contract. Otherwise, you’re in, you’re in a really bad, you’re in a really risky situation because you can’t do anything on your own. Because if you’re a service contract, but you’re beholden to whatever the, your service provider is, is, is agreeing to providing to you. So you might not get the best service. Allen Hall: And what are the risks of this? Uh, obviously there can be some structural issues. Particularly around the tips of the blaze, but that’s also power loss. What are typical power loss numbers? Morten Handberg: Well, there is a theoretically theoretical power loss to it, but for any modern turbine, the blade, the, the turbine would simply regulate itself out of any leading erosion loss. So, so the blades would just change their behavior that the turbine would just change, its its operation [00:15:00]conditions so that it would achieve the same lift to the blade. So. Uh, any study that we have done or been a part of, uh, even, you know, comparing blades that were repaired, blades that were cleaned, blades that were, uh, left eroded, and then operating the, uh, the deviation was within half, half percent and that was within the margin of error. We couldn’t read, we couldn’t see it even for really, you know, really er road blades. Of course there is different between turbines. Some turbines, they, they could show it, but I haven’t seen any data that suggests that erosion actually leads to a lot of power loss. There is a theoretical loss because there is a loss in aerodynamic performance, but because blades today they’re pitch controlled, then you can, you can regulate yourself out of that. Some of that, uh, power laws, Allen Hall: so the control laws in the turbine. Would know what the wind speeds are and what their power output should be, and it’ll adjust the [00:16:00]pitch of each of the blades sort of independently to, to drive the power output. Morten Handberg: Typically, erosion is a uniform issue, so what happens on one blade happens on three. So it’s rare to see that one blade is just completely erod in the two other they look fine. That’s really rare unless you start, you know, doing uh, abnormal repairs on them. Then you might get something. But even then, I mean, we’re not talking, you know, 10 per 10 degrees in, in variation. You know, it’s not, it’s not anything like that. It’s very small changes. And if they would do a lot of weird DA, you know, uh, different angles, you would get instant imbalance and then, you know, you would get scatter alarm. So, so you would see that quite fast. Allen Hall: Well, let me, let me just understand this just a little bit. So what the control logs would do would increase the pitch angle of the blaze, be a little more aggressive. On power production to bring the power production up. If leading edge erosion was knocking it down a percentage point or two, does that have a consequence? Are like when you [00:17:00] start pitching the blades at slightly different angles, does that increase the area where rain erosion will occur? Is like, are you just. Keep chasing this dragon by doing that, Morten Handberg: you could change the area a little bit, but it’s not, it’s not something that, that changes the erosion, uh, that the erosion zone, that that much. It’s very minimal. Um, and one, one of the, another, another reason why, why you might see it might, might not see it as much is because voltage generator panels is widely used in the industry today. And, and Vortex panel, they are. Uh, negating some of the negative effect from, uh, leading erosion. So that also adds to the effect that there, that the aerodynamic effect of leading erosion is limited, uh, compared to what we’ve seen in the past. Allen Hall: Okay. So there’s a couple manufacturers that do use vortex generators around the tip, around the leading edge erosion areas right outta the factory, and then there’s other OEMs that don’t do that at all. Is, is there a benefit to [00:18:00] having the VGs. Right out of the factory. Is that, is that just to, uh, as you think about the power output of the generator over time, like, this is gonna gimme a longer time before I have to do anything. Is, is in terms of repair, Morten Handberg: it does help you if you have contamination of the blade. It does help you if you have surface defects off the blade. That, that any, uh, any change to the air, to the aerodynamics is, is reduced and that’s really important if you have an optimized blade. Then the negative effect of leading erosion might get, uh, you know, might, might, might get, might get affected. But there are, there are still reasons why I do want to do leading erosion repairs. You should do that anyway, even if you can’t see it on your power curve or not, because if you wait too long, you’ll start to get structural damages to the blade. As we talked about last time. It’s not that leading edge erosion will turn into a critical damage right away, but if you need, if you go into structural erosion, then the, then the cost of damage. The cost of repairing the damage will multiply. Uh, [00:19:00] and at, at a certain point, you know, you will get a re structure. It might not make the blade, you know, uh, cost a, a condition where the blade could collapse or you’re at risk, but you do get a weakened blade that is then susceptible to damage from other sources. Like if you have a lighting strike damage or you have a heavy storm or something like that, then that can accelerate the damage, turning it into a critical damage. So you should still keep your leading edge in, in shape. If you want to do to, to minimize your cost, you should still repair it before it becomes structural. Allen Hall: Okay. So the blades I have seen where they actually have holes in the leading edge, that’s a big problem just because of contamination and water ingress and yeah, lightning obviously be another one. So that should be repaired immediately. Is is that the, do we treat it like a cat four or cat five when that happens? Or how, what? How are we thinking about that? Morten Handberg: Maximum cat, cat four, even, even in those circumstances because it is a, it is a severe issue, but it’s not critical on, on its own. So I would not treat it as a cat five where you need to stop [00:20:00] the turbine, stuff like that. Of course, you do want, you don’t want to say, okay, let’s wait on, let’s wait for a year or so before we repair it. You know, do plan, you know, with some urgency to get it fixed, but it’s not something where you need to, you know, stubble works and then get that done. You know, the blade can survive it for, for a period of time, but you’re just. Susceptible to other risks, I would say. Allen Hall: Alright. So in in today’s world, there’s a lot of options, uh, to select from in terms of leading edge protection. What are some of the leading candidates? What, what are some of the things that are actually working out in the field? Morten Handberg: What we typically do, uh, when we’re looking at leading edge erosion, we’re looking at the, the raw data from the wind farm. Seeing how, how bad is it and how long have the wind farm been operated without being repaired? So we get a sense of the aggressiveness of the erosion and. Um, if we have reliable weather data, we can also do some modeling to see, okay, what is the, what is the, the, uh, environmental conditions? Also, just to get a sense, is this [00:21:00] material driven fatigue or is it actually rain erosion driven fatigue? Because if the, if the coating quality was not, was not very good, if the former lead leading edge, it was not applied very, very, very good, then, you know, you still get erosion really fast. You get surface defects that, uh, that trigger erosion. So that’s very important to, to, to have a look at. But then when we’ve established that, then we look at, okay, where do we have the, the, the, uh, the structural erosion zone? So that means in what, in what part of the BA would you be at risk of getting structural damage? That’s the part where that you want to protect at all costs. And in that, I would look at either shell solution or high duty, um, put urethane coating something that has a a long durability. But then you also need to look at, depending on whether you want to go for coating or shell, you need to look at what is your environmental condition, what is your, you know, yeah. Your environmental conditions, because you also wanna apply it without it falling off again. Uh, and if you have issues with [00:22:00] high humidity, high temperatures, uh, then a lot of the coatings will be really difficult to process or, you know, to, to. Uh, to handle in the field. And, you know, and if you don’t, if you don’t get that right, then you just might end up with a lot of peeling coating or uh, peeling shells. Um, so it’s very important to understand what is your environmental conditions that you’re trying to do repairs in. And that’s also why we try not to recommend, uh, these shell repairs over the entire, out a third of the blade. Because you’re, you’re just putting up a lot of risk for, for, uh, for detaching blades if you put on too high, um, uh, how do you say, high height, sea of solutions. Allen Hall: Yeah. So I, I guess it does matter how much of the blade you’re gonna cover. Is there a general rule of thumb? Like are we covering the outer 10%, outer 20%? What is the. What is that rule of thumb? Morten Handberg: Typically, you know, you, you get a long way by somewhere between the outer four to six meters. Um, so that would [00:23:00]probably equivalate to the, out of the outer third. That would likely be something between the outer 10 to 15 to 20% at max. Um, but, but it is, I, I mean, instead of looking at a percentage, I usually look at, okay, what can we see from the data? What does that tell us? And we can see that from the progression of the erosion. Because you can clearly see if you have turbines that’s been operating, what part of the blade has already, you know, exposed laminate. And where do you only have a light abrasion where you only have a light abrasion, you can just continue with, and with the, with, with the general coating, you don’t need to go for any high tier solutions. And that’s also just to avoid applying, applying something that is difficult to process because it will just end up, that it falls off and then you’re worse off than, than before actually. Allen Hall: Right. It’s about mitigating risk at some level. On a repair, Morten Handberg: reducing repair cost. Um, so, so if you, if you look at your, your conditions of your blades and then select a solution that is, that is right for that part of [00:24:00] the blade Allen Hall: is the best way to repair a blade up tower or down tower is what is the easiest, I guess what’s easier, I know I’ve heard conflicting reports about it. A lot of people today, operators today are saying we can do it up tower. It’s, it’s pretty good that way. Then I hear other operators say, no, no, no, no, no. The quality is much better if the blade is down on the ground. What’s the recommendation there? Morten Handberg: In general, it can be done up tower. Um, it is correct if you do a down tower, the quality is better, but that, that, that means you need to have a crane on standby to swap out blades. Uh, and you should have a spare set of blades that you can swap with. Maybe that can work. Um. But I would say in general, the, your, your, your, your cheaper solution and your more, you know, you know, uh, would be to do up tower. And if, and again, if you do your, your, your homework right and, and selecting the right, uh, products for, for your [00:25:00] local environments, then you can do up tower then leading it, erosion. Not something that you need to, you should not need to consider during a down tower. Unless you are offshore in an environment where you only have, uh, 10 repair days per year, then you might want to look at something else. But again, if we talk for offs for onshore, I would, I would always go for up, up tower. I, I don’t, I don’t really see the need for, for, for taking the blades down. Allen Hall: So what is the optimum point in a blaze life where a leading edge coating should be applied? Like, do you let it get to the point where you’re doing structural repairs or. When you start to see that first little bit of chipping, do you start taking care of it then there I, there’s gotta be a sweet spot somewhere in the middle there. Where is that? Morten Handberg: There is sweet spot. So the sweet spot is as soon as you have exposed laminate, because from exposed laminate, uh, the repair cost is exactly the same as if it was just, you know, uh, a light abrasion of the coating because the, the, the time to, to, um, prepare the [00:26:00] surface to apply the coating is exactly the same. From, you know, from, from, from light surface damage to exposed laminate. That is the same, that is the same repair cost. But as soon as you have a structural damage to your blade, then you have to do a structural repair first, and then you’re, you’re multiplying the repair time and your repair cost. So that is the right point in time. The way to, to determine when that is, is to do inspections, annual inspections, if you do 10% of your wind farm per year. Then you would know why, what, how the rest of your wind farm looks like because erosion is very uniform across the wind farm. Maybe there are some small deviations, but if you do a subset, uh, then, then you would have a good basic understanding about what erosion is. You don’t need to do a full sweep of the, of the wind farm to know, okay, now is my right time to do repairs. Allen Hall: Okay, so you’re gonna have a, a couple years notice then if you’re doing drone inspections. Hopefully you put, as you put your blades up, doing a drone inspection maybe on the ground so you [00:27:00] have a idea of what you have, and then year one, year two, year three, you’re tracking that progression across at least a sampling of the wind farm. And then, then you can almost project out then like year five, I need to be doing something and I need to be putting it into my budget. Morten Handberg: When you start to see the first minor areas of exposed laminate. Then the year after, typically then you would have a larger swat of, of laminated exposure, still not as structural. So when you start to see that, then I would say, okay, next year for next year’s budget, we should really do repairs. It’s difficult when you just direct the wind farm, maybe have the first year of inspection. It’s difficult to get any, any kind of, you know, real sense of what is the, you know, what is the where of scale that we have. You can be off by a factor of two or three if, you know, if, um, so I would, I would give it a few years and then, uh, then, then, then see how things progresses before starting to make, uh, plans for repairs. If you [00:28:00] don’t have any leading edge erosion protection installed from the start. I would say plan, at least for year, year five, you should expect that you need to go out, do and do a repair. Again, I don’t have a crystal ball for every, you know, that’s good enough to predict for every wind farm in the world, but that would be a good starting point. Maybe it’s year three, maybe it’s year seven, depending on your local conditions. That is, but then at least you know that you need to do something. Allen Hall: Well, there’s been a number of robotic, uh, applications of rain erosion coatings. Over the last two, three years. So now you see several different, uh, repair companies offering that. What does the robotic approach have to its advantage versus technicians on ropes? Morten Handberg: Obviously robots, they don’t, they don’t, uh, get affected by how good the morning coffee was, what the latest conversation with the wife was, or how many hours of sleep it got. There is something to, with the grown operator, uh, you know how good they are. But it’s more about how well, uh, [00:29:00] adjusted the, the controls of the, of the, the robot or the drone is in its application. So in principle, the drone should be a lot better, uh, because you can, it will do it the right, the same way every single time. What it should at least. So in, so in principle, if you, you, you, when we get there, then the leading it then, then the robot should be, should outmatch any repair technician in, in the world. Because repair technician, they’re really good. They’re exceptionally good at what they do. The, the, the far majority of them, but they’re, they’re still people. So they, you know, anyone, you know, maybe standing is not a hundred percent each time, maybe mixing of. Um, of materials and they’re much better at it than I am. So no question there. But again, that’s just real reality. So I would say that the, the, the draw, the robots, they should, uh, they should get to a point at some, at some point to that they will, they will be the preferable choice, especially for this kind of, this kind of repair. Allen Hall: What should [00:30:00] operators be budgeting to apply a coating? Say they’re, you know, they got a new wind farm. It’s just getting started. They’re gonna be five years out before they’re gonna do something, but they, they probably need to start budgeting it now and, and have a scope on it. ’cause it’s gonna be a capital campaign probably. How much per turbine should they be setting aside? Morten Handberg: I would just, as a baseline, at least set aside 20,000 per per blade Allen Hall: dollars or a Corona Morten Handberg: dollars. Allen Hall: Really. Okay. Morten Handberg: Assuming that you actually need to do a repair campaign, I would say you’re probably ending up in that region again. I can be wrong with by a factor of, you know, uh, by several factors. Uh, but, um, but I would say that as a starting point, we don’t know anything else. I would just say, okay, this should be the, the, the, the budget I would go for, maybe it’ll be only 10 because we have a lesser campaign. Maybe it will be twice because we have severe damages. So we need just to, to, to source a, um, a high end, uh, LEP solution. Um, so, so [00:31:00] again, that would just be my starting point, Alan. It’s not something that I can say with accuracy that will go for every single plate, but it would be a good starting point. Allen Hall: Well, you need to have a number and you need to be, get in the budget ahead of time. And so it, it’s a lot easier to do upfront than waiting till the last minute always. Uh, and it is the future of leading edge erosion and protection products. Is it changing? Do you see, uh, the industry? Winning this battle against erosion. Morten Handberg: I see it winning it because we do have the technology, we do have the solutions. So I would say it’s compared to when we started looking at it in 14, where, you know, we had a lot of erosion issues, it seems a lot more manageable. Now, of course, if you’re a, if you’re a new owner, you just bought a wind farm and you’re seeing this for this first time, it might not be as manageable. But as an, as an industry, I would say we’re quite far. In understanding erosion, what, how it develops and what kind of solutions that that can actually, uh, withstand it. We’re still not there in [00:32:00] terms of, uh, quality in, in repairs, but that’s, um, but, but, uh, I, I think technology wise, we are, we are in a really good, good place. Allen Hall: All the work that has been done by DTU and RD test systems for creating a rain erosion test. Facility and there’s several of those, more than a dozen spread around the world at this point. Those are really making a huge impact on how quickly the problem is being solved. Right? Because you’re just bringing together the, the, the brain power of the industry to work on this problem. Morten Handberg: They have the annual erosion Symposium and that has been really a driving force and also really put DTU on the map in terms of, uh, leading edge erosion, understanding that, and they’re also trying to tie, tie it in with lightning, uh, because, uh. If you have a ro, if you have erosion, that changes your aerodynamics. That in fact changes how your LPS system works. So, so there is also some, some risks in that, uh, that is worth considering when, when, when discussing [00:33:00]repairs. But I think these of you, they’ve done a tremendous amount of work and r and d system have done a lot of good work in terms of standardizing the way that we do rain erosion testing, whether or not we can then say with a hundred uncertainty that this, uh, this test will then match with. With, um, how say local environment conditions, that’s fine, but we can at least test a DP systems on, on the same scale and then use that to, to, to look at, well how, how good would they then ferry in in the, um, out out in the real world. Allen Hall: Yeah, there’s a lot too leading edge erosion and there’s more to come and everybody needs to be paying attention to it. ’cause it, it is gonna be a cost during the lifetime of your wind turbines and you just need to be prepared for it. Mor how do people get ahold of you to learn more about leading edge erosion and, and some of the approaches to, to control it? Morten Handberg: Well, you can always re reach me, uh, on my email, meh, at wind power.com or on my LinkedIn, uh, page and I would strongly advise, you know, reach out if you have any concerns regarding erosion or you need support with, um, [00:34:00] uh, with blade maintenance strategies, uh, we can definitely help you out with that. Or any blade related topic that you might be concerned about for your old local wind farm. Allen Hall: Yes. If you have any blade questions or leading edge erosion questions, reach out to Morton. He’s easy to get ahold of. Thank you so much for being back on the podcast. We love having you. It Morten Handberg: was fantastic being here. Cheers. A.

53: Cool is Everything with Roman Zenin

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Play Episode Listen Later Feb 5, 2026 54:06 Transcription Available

This episode is sponsored by the Better Future Awards! To find out more, head to https://betterfutureawards.com/together/page.asp?assetid=162568—------------------In this episode, the (REDACTED) team is joined by the talented automotive designer, Roman Zenin.Hailing from St Petersburg and now living and working in London, Roman shares his journey from a car-obsessed child to working with highly renowned brands such as Jaguar, Land Rover and Arrival. Listen as Roman discusses the differences in aesthetics between classic and modern car designs, the impact of electric vehicles, the transition from working at traditional OEMs to innovative start-ups, plus the creative process behind creating iconic vehicles. Hosted by Lucy Bishop and Louis Mills with guest Roman Zenin.—------------------Roman Zenin - Sr. Exterior Designer at Tata Motors | LinkedInFollow Roman on Instagram | @zeninromTata Motors Design CentreLada - Wikipedia Citroën C4 Cactus - Wikipedia Why Jaguar is taking such a big risk with its rebrand and pink concept car JAGUAR UNVEILS TYPE 00. UNMISTAKABLE. UNEXPECTED. DRAMATIC. | Jaguar 2024 Media NewsroomJaguar | Type 00 | Command Attention —————————————————————- To follow the show, get in contact with us via email & more head to: https://linktr.ee/redactedpod

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AD #4226 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion; Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 2026; Ford Talks with Geely To Fill Excess Factory Capacity in Spain

Autoline Daily - Video

Play Episode Listen Later Feb 4, 2026 9:04

- Ford Talks with Geely To Fill Excess Factory Capacity in Spain - NADA CEO Mike Stanton Calls Chinese Car Imports "Bad for Consumers” - Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 2026 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion - Uber's Margin Squeeze: Lower Profits Today, More Robotaxis Tomorrow - Renault To Build EV Motors in France Using Chinese Components - $4 A Day for A New Car: China's 8-Year Loan War Begins - Honda And Mythic Co-Develop Energy-Efficient Ai Chips for SDVs - Singing Fish and Grizzly Bears: Jeep's "Cruel" New Cherokee Ad

AD #4226 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion; Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In

Autoline Daily

Play Episode Listen Later Feb 4, 2026 8:49 Transcription Available

Scaling Regenerative Ag with Swarms of Robots

Play Episode Listen Later Feb 4, 2026 26:10

Founder Clint Brauer explains how Greenfield Robotics builds compact, row-running robots that mow weeds and lay mulch while enabling nighttime foliar feeding—helping farms reduce herbicides and improve soil biology. He shares the personal catalyst (his father's Parkinson's), why tillage damages soil ecosystems, and how small, autonomous swarms can cover large acreages more cheaply than traditional machinery. We dig into go-to-market (from RaaS to equipment sales with software/telemetry fees), manufacturing with partners, and adoption curves from organic innovators to conventional growers. Brauer outlines the roadmap (attachments, reliability, self-charging), unit counts across 17 states, and potential exit paths with ag OEMs like John Deere—all while keeping the mission clear: get chemicals out of agriculture.Highlights include...Why “weed by day, foliar-feed by night” changes farm economicsHow mulch from cut cover crops suppresses weeds & feeds soilRaaS → leases → direct sales: what farmers prefer (and why)Swarm autonomy vs. ever-bigger tractors—cost & uptime mathManufacturing scale via Amity Technologies; why small wins hereEarly-adopter profile: regenerative, organic, and safety-driven growersExit lanes with major OEMs—and the case for remaining independent

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NASCAR 2026 Preview: Playoffs, 750 HP Engines, New OEMs & Tech Revolution

Play Episode Listen Later Feb 4, 2026 34:57

In this exclusive in-depth interview, NASCAR Executive Vice President & Chief Racing Development Officer John Probst breaks down the future of NASCAR—from playoff evolution and Next Gen (Gen-7) car development to the 750 horsepower increase coming in 2026, major technology investments, and the return of RAM as a new OEM.Probst explains how NASCAR is balancing competition, cost control, innovation, and fan demand while reshaping race officiating through a $50+ million remote race control and technology command center. He also shares insight into short-track improvements, road course development, new venue expansion, and why OEM entry into the Cup Series remains one of the most complex challenges in motorsports.

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North Sea Summit, Vineyard Wind Back to Work

Auto Supply Chain Prophets

Play Episode Listen Later Feb 3, 2026 31:35

Allen, Joel, and Yolanda discuss the North Sea Summit where nine European countries committed to 100 gigawatts of offshore wind capacity and the massive economic impact that comes with it. They also break down the federal court ruling that allows Vineyard Wind to resume construction with a tight 45-day window before installation vessels leave. Plus GE Vernova’s Q4 results show $600 million in wind losses and Wind Power Lab CEO Lene Helstern raises concerns about blade quality across the industry. 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, Rosemary Barnes, Joel Saxum, and Yolanda Padron. Speaker 2: Welcome to the Uptime Wind Energy Podcast. I’m your host, Alln Hall. I’m here with Yolanda Padron and Joel Saxum. Rosemary Barnes is snorkeling at the Greek Barrier Reef this week, uh, big news out of Northern Europe. Uh, the Northeast Summit, which happened in Hamburg, uh, about a week or so ago, nine European countries are. Making a huge commitment for offshore wind. So it’s the, the countries involved are Britain, Belgium, Denmark, France, Germany, Iceland, question Mark Ireland, Luxembourg, Netherlands, and Norway. That together they want to develop [00:01:00] 100 gigawatts of offshore wind capacity in shared waters. Uh, that’s enough to power about. 85 million households and the PAC comes as Europe is trying to wean itself from natural gas from where they had it previously and the United States. Uh, so they, they would become electricity in independent. Uh, and this is one way to do it. Two big happy, uh, companies. At the moment, Vattenfall who develops s lot offshore and Siemens gaa of course, are really excited by the news. If you run the numbers and you, you, you have a hundred gigawatts out in the water and you’re using 20 megawatt turbines, then you’re talking about 5,000 turbines in the water total. That is a huge offshore wind order, and I, I think this would be great news for. Obviously Vestas and [00:02:00] Siemens cesa. Uh, the, the question is there’s a lot of political maneuvering that is happening. It looks like Belgium, uh, as a country is not super active and offshore and is rethinking it and trying to figure out where they want to go. But I think the big names will stay, right? France and Germany, all in on offshore. Denmark will be Britain already is. So the question really is at the moment then. Can Siemens get back into the win game and start making money because they have projected themselves to be very profitable coming this year, into this year. This may be the, the stepping stone, Joel. Joel Saxum: Well, I think that, yeah, we talked about last week their 21 megawatt, or 21 and a half megawatt. I believe it is. Big new flagship going to be ready to roll, uh, with the big auctions happening like AR seven in the uk. Uh, and you know, that’s eight gigawatts, 8.4 gigawatts there. People are gonna be, the, the order book’s gonna start to fill up, like [00:03:00]Siemens is, this is a possibility of a big turnaround. And to put some of these numbers in perspective, um, a hundred gigawatts of offshore wind. So what does that really mean? Right? Um, what it means is if you, if you take the, if you take two of the industrial big industrial powerhouses that are a part of this pact, the UK and Germany combine their total demand. That’s a hundred gigawatt. That’s what they, that’s what their demand is basically on a, you know, today. Right? So that’s gonna continue to grow, right? As, uh, we electrify a lot of things. And the indus, you know, the, the next, the Industrial Revolution 4.0 or whatever we’re calling it now is happening. Um, that’s, that’s a possibility, right? So this a hundred gigawatts of offshore wind. Is gonna drive jobs all up all over Europe. Right. This isn’t just a jobs at the port in Rotterdam or wherever it may be. Right? This is, this is manufacturing jobs, supply chain jobs, the same stuff we’ve been talking about on the podcast for a while here with [00:04:00] what the UK is doing with OWGP and the, or e Catapult and all the kind of the monies that the, the, the Crown and, and other, uh, private entities are putting in there. They’re starting to really, they’re, or this a hundred gigawatts is really gonna look like building out that local supply chain. Jobs, all these different things. ’cause Alan, like you, you mentioned off air. If you look at a hundred gigawatts of offshore wind, that’s $200 billion or was to put it in Euros, 175 billion euros, 170 billion euros, just in turbine orders. Right. That doesn’t mean, or that doesn’t cover ships, lodging, food, like, you know, everything around the ports like tools, PPE, all of the stuff that’s needed by this industry. I mean, there’s a, there’s a trillion dollar impact here. Speaker 2: Oh, it’s close. Yeah. It’s at least 500 billion, I would say. And Yolanda, from the asset management side, have we seen anything of this scale to manage? It does seem like there’d be a lot of [00:05:00] turbines in the water. A whole bunch of moving pieces, ships, turbines, cables, transformers, substations, going different directions. How, what kind of infrastructure is that going to take? Yolanda Padron: You know, a lot of the teams that are there, they’re used to doing this on a grand scale, but globally, right? And so having this be all at once in the UK is definitely gonna be interesting. It’ll be a good opportunity for everybody to take all of the lessons learned to, to just try to make sure that they don’t come across any issues that they might have seen in the past, in other sites, in other countries. They just bring everything back home to their countries and then just make sure that everything’s fine. Um, from like development, construction, and, and operations. Joel Saxum: I was thinking about that. Just thinking about development, construction, operations, right? So some of [00:06:00] these sites we’re thinking about like how, you know, that, that, that map of offshore wind in, in the Northern Atlantic, right? So if this is gonna go and we’re talking about the countries involved here, Norway, Germany, Denmark, France, Belgium, you’re gonna have it all over. So into the Baltic Sea. Around Denmark, into the Norwegian waters, uk, Ireland all the way over, and Iceland is there. I don’t think there’s gonna be any development there. I think maybe they’re just there as a, as cheerleaders. Um, offtake, possibly, yes. Some cables running over there. But you’re going to need to repurpose some of the existing infrastructure, or you’re not, not, you’re going to need to, you’re going to get the opportunity to, and this hasn’t happened in offshore wind yet, right? So. Basically repowering offshore wind, and you’re going to be able to look at, you know, you’re not doing, um, greenfield geotechnical work and greenfield, um, sub c mapping. Like, some of those things are done right, or most of those things are done. So there, I know there’s a lot of, like, there’s a, there’s two and [00:07:00] three and six and seven megawatt turbines all over the North Atlantic, so we’re gonna be able to pop some of those up. Put some 15 and 20 megawatt machines in place there. I mean, of course you’re not gonna be able to reuse the same mono piles, but when it comes to Yolanda, like you said, the lessons learned, Hey, the vessel plans for this area are done. The how, how, how we change crews out here, the CTVs and now and SOVs into port and that stuff, that those learnings are done. How do we maintain export cables and inter array cables with the geotechnic here, you’re not in a green field, you’re in a brown field. That, that, that work. A lot of those lessons learned. They’re done, right? You’ve, you’ve stumbled through them, you’ve made those mistakes. You’ve had to learn on the fly and go ahead here. But when you go to the next phase of Repowering, an offshore wind farm, the the Dev X cost is gonna go way down, in my opinion. Now, someone, someone may fight back on that and say, well, we have to go do some demolition or something of that sort. I’m not sure, but [00:08:00] Yolanda Padron: yeah. But I think, you know. We like to complain sometimes in the US about how some of the studies just aren’t catered toward us, right? And so we’ve seen it a lot and it’s a lot of the studies that are made are just made in Europe where, where this is all taking place. So it’s gonna be really, really interesting to see such a massive growth where everything’s being developed and where the studies are localized from where. You have this very niche area and they can, they’ve studied it. They know exactly what’s going on there. And to your point, they’ve seen a lot of, they’ve minimized the risk, like the environmental risks as much as they could. Right. And so it’s, it’s going to be really, really interesting to have them Joel Saxum: ensuring and financing these projects should be way easier Speaker 2: when Europe is saying that the industry has pledged to cut costs by 30% between. 20, 25 and 2040. So you would think that the turbine [00:09:00] costs and the installation costs would have to be really cost conscious on the supply chain and, uh, taking lessons learned from the previous generations of offshore wind. I think that makes sense. 30% is still a lot, and I, I think the, the feeling I’m getting from this is, Hey, we’re making a hundred gigawatt commitment to this industry. You have to work really hard to deliver a efficient product, get the cost down so it’s not costing as much as, you know. Could do if we, if we did it today, and we’re kind of in from an offshore standpoint over in Europe, what a generation are we in, in terms of turbines three? Are we going into four? A lot of lessons learned. Joel Saxum: Yeah. The, the new Siemens one’s probably generation four. Yeah. I would say generation four in the new, because you went from like the two and three megawatt machines. Like there’s like Vesta three megawatts all over the place, and then you went into the directive [00:10:00] machines. You got into that seven and eight megawatt class, and then you got into the, where we’re at now, the 15, the 12 and 15 megawatt units, the Docker bank style stuff, and then I would say generation four is the, yeah, the Siemens 21 and a half machine. Um, that’s a good way to look at it. Alan four we’re on the fourth generation of offshore wind and, and so it’s Generation one is about ready to start being cycled. There’s some, and some of these are easier, they’re nearer to shore. We’ll see what, uh, who starts to take those projects on. ’cause that’s gonna be an undertaking too. Question on the 30%, uh, wind Europe says industry has pledged to cut cost by 30% by 20. Is that. LCOE or is it devex costs or is it operational costs or did they, were they specific on it or they just kinda like cut cutting costs? Speaker 2: My recollection when that first came about, which was six months ago, maybe a little longer, it was LCOE, [00:11:00] right? So they’re, they’re trying to drive down the, uh, dollars per, or euros per megawatt hour output, but that the capital costs, if the governments can help with the capital costs. On the interest rates, just posting bonds and keeping that down, keeping the interest rates low for these projects by funding them somehow or financing them, that will help a tremendous amount. ’cause if. Interest rates remain high. I know Europe is much lower than it is in the United States at the minute, but if they interest rates start to creep up, these projects will not happen. They’re marginal Joel Saxum: because you have your central in, in, in Europe, you have your central bank interest rates, but even like the f the, the Indi Individual nation states will subsidize that. Right? Like if you go to buy a house in Denmark right now, you pay like 1.2%. Interest Speaker 2: compared to what, six and a half right now in the states? Yeah, it’s low. Speaker 4: Australia’s wind farms are [00:12:00] growing fast. But are your operations keeping up? Join us February 17th and 18th at Melbourne’s Pullman on the park for Wind energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at WMA 2020 six.com. Wind Energy o and m Australia is created by wind professionals for wind professionals because this industry needs solutions, not speeches, Speaker 2: as we all know. On December 22nd, the federal government issued a stop work order. On all offshore winds that included vineyard wind up off the coast of Massachusetts, that’s a 62 turbine, $4.5 billion wind farm. Uh, that’s being powered by some GE turbines. Uh, the government [00:13:00] has, uh, cited national security concerns, but vineyard went to court and Federal Judge Brian Murphy rolled the, the administration failed to adequately explain or justify the decision to shut it down. Uh, the judge issued a stay, which it is allowing Vineyard went to immediately resume work on the project now. They’re close to being finished at a vineyard. There are 44 turbines that are up and running right now and creating power and delivering power on shore. There are 17 that are partially installed. Uh, when the stop order came. The biggest issue at the moment, if they can’t get rolling again, there are 10 towers with Noels on them, what they call hammerheads. That don’t have blades. And, uh, the vineyard wind. Last week as we were recording this, said you really don’t want hammerheads out in the water because they become a risk. They’re not assembled, completed [00:14:00] items. So lightning strikes and other things could happen, and you really don’t want them to be that way. You want to finish those turbines, so now they have an opportunity to do it. The window’s gonna be short. And Yolanda listening to some GE discussions, they were announcing their Q4 results from last year. The ships are available till about the end of March, and then the ships are gonna finally go away and go work on another project. So they have about 45 days to get these turbines done. I guess my question is, can they get it done work-wise? And I, I, I guess the, the issue is they gotta get the turbines running and if they do maintenance on it, that’s gonna be okay. So I’m wondering what they do with blade sets. Do they have a, a set of blades that are, maybe they pass QC but they would like them to be better? Do they install ’em just to get a turbine operational even temporarily to get this project quote unquote completed so they can get paid? Yolanda Padron: Yeah. If, if the risk is low, low [00:15:00] enough, it, it should be. I mean a little bit tight, but what, what else can you do? Right? I mean, the vessel, like you might have a shot of getting the vessel back eventually, or being able to get something in so you can do some of the blade repairs. And the blade repairs of tower would require a different vessel than like bringing in a whole blade, right? And so just. You have a very limited time scope to be able to do everything. So I don’t know that I would risk just not being able to pull this off altogether and just risk the, you know, the rest of the tower by not having a complete, you know, LPS and everything on there just because not everything’s a hundred percent perfect. Joel Saxum: There’s a weird mix in technical and commercial risk here, right? Because. Technically, we have these hammerheads out there, right? There’s a million things that can happen with those. Like I, I’ve [00:16:00] personally done RCAs where, um, you have a hammerhead on this was onshore, right? But they, they will get, um, what’s called, uh, Viv, uh, vortex induced vibration. So when they don’t have the full components out there, wind will go by and they’ll start to shake these things. I’ve seen it where they shook them so much because they’re not designed to be up there like that. They shook them so much that like the bolts started loosening and concrete started cracking in the foundations and like it destroyed the cable systems inside the tower ’cause they sat there and vibrated so violently. So like that kind of stuff is a possibility if you don’t have the right, you know. Viv protection on and those kind of things, let alone lightning risk and some other things. So you have this technical risk of them sitting out there like that. But you also have the commercial risk, right? Because the, the banks, the financiers, the insurance companies, there’s the construction policies and there’s, there’s, you gotta hit these certain timelines or it’s just like if you’re building a house, right? You’re building a house, you have to go by the loan that the bank gives you in, you know, in micro [00:17:00] terms to kind of think about that. That’s the same thing that happens with this project, except for this project’s four and a half billion dollars and probably has. It’s 6, 8, 10 banks involved in it. Right? So you have a lot of, there’s a lot of commercial risk. If you don’t, if you don’t move forward when you have the opportunity to, they won’t, they’ll frown on that. Right? But then you have to balance the technical side. So, so looking at the project as a whole, you’ve got 62 turbines, 44 or fully operational. So that leaves us with 18 that are not. Of those 18, you said Alan? 10 needed blades. Speaker 2: 10 need blades, and one still needs to be erected. Joel Saxum: Okay, so what’s the other seven? Speaker 2: They’re partially installed, so they, they haven’t completed the turbine, so everything’s put together, but they haven’t powered them up yet. Joel Saxum: I was told that. Basically with the kit that they have out of vineyard wind, that they can do one turbine a day blades. Speaker 2: That would be, yeah, that would make sense to me. Joel Saxum: But, but you also have to, you have 45 days of vessel time left. You said they’re gonna leave in March, but you also gotta think it’s fricking winter in. The, [00:18:00] in the Atlantic Speaker 2: they are using jackass. However, there’s big snow storms and, and low uh, pressure storms that are rolling through just that area. ’cause they, they’ve kind of come to the Midwest and then shoot up the east coast. That’s where you see New York City with a lot of snow. Boston had a lot of snow just recently. They’re supposed to get another storm like that. And then once it hits Boston, it kind of hits the water, which is where vineyard is. So turbulent water for sure. Super cold this time of year out there, Joel Saxum: but wind, you can’t sling blades in, in probably more than what, six meters per second’s? Probably your cutoff. Speaker 2: Yeah. This is not the best time of year to be putting blade sets up offshore us. Joel Saxum: Technically, if you had blue skies, yeah, this thing can get done and we can move. But with weather risk added in you, you’ve got, there’s some wild cards there. Speaker 2: I It’s gonna be close. Joel Saxum: Yeah. If we looked at the, the weather, it looks like even, I think this coming weekend now we’re recording in January here, and [00:19:00] this weekend’s, first week in February coming, there’s supposed to be another storm rolling up through there too. Speaker 2: It was pretty typical having lived in Massachusetts almost 25 years. It will be stormy until April. So we’re talking about the time span of which GE and Vineyard want to be done. That’s a rough period for snow. And as historically, uh, that timeframe is also when nor’easters happened, where the storms just sit there and cyclone off the shore around vineyard and then dump the snow back on land. Those storms are really violent and there’s no way they’re gonna be hanging. Anything out in the water, so I think it’s gonna be close. They’re gonna have to hope for good weather. Don’t let blade damage catch you off guard. OGs, ping sensors detect issues before they become expensive, time consuming problems from ice buildup and lightning strikes to pitch misalignment and internal blade cracks. OGs Ping has you covered The cutting edge sensors are easy to install, giving you [00:20:00] the power to stop damage before it’s too late. Visit eLog ping.com and take control of your turbine’s health today. So while GE Ver Nova celebrated strong results in its Q4 report, in both its energy and electrification business, the company’s wind division told a different story. In the fourth quarter of 2025, wind revenue fell 24% to $2.37 billion. Uh, driven primarily by offshore wind struggles, vineyard, wind, uh. The company recorded approximately $600 million in win losses for the full year up from earlier expectations of about $400 million. That’s what I remember from last summer. Uh, the, the culprit was. All vineyard wind, they gotta get this project done. And with this work stoppages, it just keeps dragging it on and on and on. And I know GE has really wanted to wrap that up as [00:21:00] fast as they can. Uh, CEO Scott Straza has said the company delivered strong financial results, which they clearly have because they’re gas turbine business is taking orders out to roughly 2035, and I think the number on the back order was gonna be somewhere in the realm of 150 billion. Dollars, which is an astronomical number for back orders. And because they had the back orders that far out, they’re raising prices which improves margins, which makes everybody on the stock market happy. You would think, Joel? Except after the, the Q4 results today, GE Renovo stock is really flat, Joel Saxum: which is an odd thing, right? I talk about it all the time. Um, I’m always thinking they’re gonna drop and they go up and they go up and they go up. But today was just kind of like a, I don’t know how to take it. Yeah. And I don’t know if it’s a, a broader sentiment across what the market was doing today because there was some other tech earnings and things of that sort, but it’s always something to watch, right? So. Uh, there, [00:22:00] there’s some interesting stuff going on on in the GE world, but one thing I want to touch on here, we’re talking like vineyard wind caused them this, these delays right there is a, a, a larger call to understand why there was these delays and because it’s causing. Havoc across the industry. Right. But even the, like, a lot of like, uh, conservative lawmakers, like there were some senators and stuff coming out saying like, we need more transparency to understand these 90 day halts because of what it’s doing to the industry, right? Because to date there hasn’t been really any explanation and the judges have been just kind of throwing ’em out. Um, but you can see what it’s done here to ge. Recording $600 million in win losses. I mean, and that is mostly all vineyard wind, right? But there’s a little bit of Dogger bank stuff in there. I would imagine Speaker 2: a tiny bit. Really? ’cause Dogger has been a lot less stressful to ge. Joel Saxum: But it is, yeah. The, the uncertainty of the market. And that’s why we kind of said a little bit, I said a little bit ago, like when this thing is done, when Vineyard [00:23:00] Point is like, and when you can put the final nail in the coffin of construction on that, it is gonna be agh sigh of relief over at GEs offices For sure. Speaker 2: Our friend Alina, Hal Stern appeared in Energy Watch this week and she’s spent a long time in the wind industry. She’s been in it 25 years, and, uh, she commented that she’s seeing some troubling things. Uh, she’s also the new CEO of Wind Power Lab over in Denmark, and they’re a consultancy firm on wind turbines and particularly blades. Uh, Lena says that she’s watched some. Really significant manufacturing errors in operational defects and wind turbine blades become more frequent. And in 2025 alone, Windpower lab analyzed and provided repair recommendations for over 700 blades globally. And I assume, or Blade Whisperer Morton Hamburg was involved in a number of those. Uh, the problem she says is that the market eagerly, uh, [00:24:00] demanded cheap turbines, which is true. And, uh. Everything had to be done faster and with lower costs, and you end up with a product that reflects that. Uh, we’ve had Lena on a podcast a couple of times, super smart. Uh, she’s great to talk to, get offline and understand what’s happening behind the scenes. And, uh, in some of these conference rooms between asset managers, operators, and OEMs, those are sometimes tough. Discussions, but I, I think Lena’s pointing out something that I, the industry has been trying to deal with and she’s raising it up sort of to a higher level because she has that weight to do that. We have some issues with blades that we need to figure out pretty quickly. And Yolanda, you ran, uh, a large, uh, operator in the United States. We’re dealing with more than a thousand turbines. How locked in is Lena, uh, to [00:25:00]some of these issues? And are they purely driven just by the push to lower the cost of the blades or was it more of a speed issue that they making a longer blades in the same amount of time? Where’s that balance and, and what are we going to do about it going forward as we continue to make larger turbines? Yolanda Padron: She’s great with, with her point, and I think it’s. A little bit about the, or equally about the OEMs maybe not being aware of these issues as much, or not having the, the bandwidth to take care of these issues with limited staff and just a lot of the people who are charge of developing and constructing these projects at a very short amount of time, or at least with having to wear so many hats that they. Don’t necessarily have the, the bandwidth to do a deep dive on what the potential risks could be in [00:26:00] operations. And so I think the way I’ve, I’ve seen it, I’ve experienced it. It’s almost like everybody’s running a marathon. Their shoe laces untied, so they trip and then they just kind of keep on running ’cause you’re behind, ’cause you tripped. And so it just keeps on, it’s, it’s, it’s a vicious cycle. Um. But, uh, we’ve also seen just, just in our time together and everything, that there’s a lot of people that are noticing this and that are taking the time to just pause, you know, tie those releases and just talk to each other a little bit more of, Hey, I’m the one engineer doing this for so many turbines. You have these turbines too. Are you seeing this issue? Yes. No. Are, how are you tackling it? How have you tackled it in the past? How can we work together to, to use the data we have? Right? That, I mean, if you’re not going to get a really great answer from your OEMs or if you’re not going to get a lot of [00:27:00] easily available answers just from the dataset that you’re seeing from your turbine, it’s really easy now to to reach out to other people within the industry and to be able to talk it over, which I think is something that Lena. Is definitely encouraging here. Joel Saxum: Yeah. Yeah. It’s, I mean, she, she makes a statement about owners needing to be technically mature, ensure you have inspections, get your TSAs right. So these are, again, it’s lessons learned. It’s sharing knowledge within the market because at the end of the day, this is a new, not a new reality. This is the reality we’re living in. Right. It’s not new. Um, but, but we’re getting better at it. I think that’s the, the important thing here, right? From a, from a. If we take a, the collective group of operators in the world and say like, you know, where were you two, three years ago and where are you today? I think we’re in a much better place, and that’s from knowledge sharing and, and understanding these issues. And, you know, we’re, we’re at the behest of, uh, good, fast, cheap pick. [00:28:00] Right. And so that’s got us where we are today. But now we’re, we’re starting to get best practices, lessons learned, fix things for the next go around. And you’re seeing efforts at the OEM level as well to, uh, and some, some of these consultants coming out, um, to, to try to fix some of these manufacturing issues. You know, Alan, you and I have talked with DFS composites with Gulf Wind Technology. Like there, there’s things here that we could possibly fix. You’re starting to see operators do. Internal inspections to the blades on the ground before they fly them. That’s huge. Right? That’s been the Wind Power lab has been talking about that since 2021. Right. But the message is finally getting out to the industry of this is what you should be doing as a best practice to, you know, de-risk. ’cause that’s the whole thing. You de-risk, de-risk, de-risk. Uh, so I think. Lena’s spot on, right? We know that this, these things are happening. We’re working with the OEMs to do them, but it takes them a technically mature operator. And if you’re, if you don’t have the staff to be technically mature, go grab a consultant, [00:29:00] go grab someone that is to help you out. I think that’s a, that’s an important, uh, thing to take from this as well. Those people are out there, those groups are out there, so go and go in, enlist that to make sure you’re de-risking this thing, because at the end of the day, if we’re de-risking turbines. It’s better for the whole industry. Speaker 2: Yeah. You want to grab somebody that has seen a lot of blades, not a sole consultant on a particular turbine mine. You’re talking about at this point in the development of the wind industry, you’re talking about wind power labs, sky specs kind of companies that have seen thousands of turbines and have a broad reach where they’ve done things globally, just not in Scandinavia or the US or Australia or somewhere else. They’ve, they’ve seen problems worldwide. Those people exist, and I, I don’t think we as an industry use them as much as we could, but it would get to the solutions faster because having seen so many global [00:30:00] issues with the St turbine, the solution set does vary depending on where you are. But it’s been proven out already. So even though you as an asset manager. May have never heard of this technique to make your performance better. You make your blades last longer. It’s probably been done at this point, unless it’s a brand new turbine. So a lot of the two x machines and three X machines, and now we’re talking about six X machines. There’s answers out there, but you’re gonna have to reach out to somebody who has a global reach. We’ve grown too big to do it small anymore, Yolanda Padron: which really should be a relief to. All of the asset managers and operations people and everything out there, right? Like. You don’t have to use your turbines as Guinea pigs anymore. You don’t have to struggle with this. Speaker 2: That wraps up another episode of the Uptime Wind Energy Podcast, and if today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. [00:31:00] 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 Joel. I am Alan Hall, and we’ll see you here next week on the Uptime Wind Energy Podcast.

2026 Is Where Comfortable Strategies Go to Die

Play Episode Listen Later Feb 2, 2026 23:50 Transcription Available

Automotive supply chains are no longer being reshaped by crisis. They are being reshaped by clarity, and clarity is forcing hard choices.In this episode of the Auto Supply Chain Champions Podcast, Jan Griffiths and co-host Tom Roberts are joined by Paul Eichenberg, Chief Strategist and author of The Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026, for a blunt, reality-check conversation about what lies ahead for suppliers.The industry has moved past the chaos of shortages and disruptions, but that does not mean conditions are improving. Flat volumes. Thin launch schedules. Policy volatility. Long-standing assumptions that once protected supplier business models no longer apply.Paul makes the case that 2026 is not about recovery. It is about reckoning. Growth will not lift all boats. Outgrowth will be selective. Capital allocation, portfolio focus, and strategic intent will determine who wins and who fades.This conversation challenges automotive leaders to confront the most dangerous assumption still in play: that the industry is operating under the same rules it always has. The leaders who succeed in 2026 will be decisive, intentional, and willing to make hard bets instead of spreading resources thin.Themes Discussed in This EpisodeWhy flat volumes expose weak supplier strategiesThe end of “a rising tide lifts all boats” thinkingWhat outgrowth really means in a 0–1% marketCapital allocation as the ultimate strategy leverWhy the next decade is the hybrid decadePortfolio focus vs being all things to all customersWhy clarity, not comfort, defines 2026 leadershipFeatured GuestName: Paul EichenbergTitle: Chief Strategist, Automotive IndustryAbout: Paul is a seasoned automotive strategist and industry advisor with decades of experience supporting OEMs and suppliers through major market transitions. He is the author of The Road Ahead: Five Key Predictions for the Global Automotive Industry in 2026, where he outlines the structural shifts redefining growth, competition, and portfolio strategy across the global automotive value chain.Connect: LinkedInAbout Your HostsJan GriffithsJan is the host and producer of the Auto Supply Chain Champions Podcast and The Automotive Leaders Podcast. A former automotive manufacturing and supply chain executive, Jan is recognized as a Champion for Culture Change in the automotive industry. She brings direct, grounded conversations to leaders navigating execution, disruption, and transformation across the global automotive ecosystem.Tom Roberts (Co-host)

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3DPOD 291: AM Services from MRO to End-Users with Bjorn Madsen, Pelagus 3D

Your daily news from 3DPrint.com

Play Episode Listen Later Feb 2, 2026 45:46

Pelagus 3D is a platform that helps large industrial customers digitize, evaluate, qualify, and make MRO components. Working with OEMs, end users, and manufacturing services, they’re a trusted middleman helping to grow 3D printing for MRO. We talk to Bjorn Madsen, Vice President, Commercial, about how Pelagus works, how they work with customers, how they make sure parts work well, and how they aim to grow. MRO platforms will be a key element of our industry’s future, they’re a firehose for turning old CAD into newly 3D printed geometries, and in this podcast, you can learn how they work and how they could influence the future of Additive. This episode of the 3DPOD is brought to you by Materialise, a global leader in 3D printed medical software and devices, and additive manufacturing software and services. With decades of expertise, Materialise supports highly regulated and high-demand sectors, from healthcare to aerospace and beyond.

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UCDP #82 – Mobile Service, Recalls & Retention, NADA 2026 w/ Amit Chandarana of Curbee

Used Car Dealer Podcast

Play Episode Listen Later Feb 2, 2026 23:59

In this episode of the Used Car Dealer Podcast, Zach talks with Amit Chandarana, CEO of Curbee, to unpack how mobile service is reshaping dealership retention—and why fixed ops is increasingly becoming a front-and-center growth engine. Amit shares lessons from his career at Toyota, Edmunds, and Roadster, and how those experiences influence the way Curbee helps dealers operationalize mobile service (not just “buy software”). The conversation dives into the real adoption hurdles inside dealerships, why change management matters as much as technology, and how mobile service can protect shop capacity while capturing customers who would otherwise go to quick lube or independent shops. They also break down Curbee's newest platform release, M.A.R.S. 2 (Mobile and Remote Service)—including recall intelligence designed for mobile, fleet/multi-vehicle flexibility, and expanded DMS integrations—plus Curbee's rebrand and what it signals about the company's next chapter. ⏱️ Key Questions & Timestamps 00:12 – Intro & Amit's background 01:34 – Career path + how OEM/dealer dynamics shaped his leadership 04:45 – Any other kind of learnings from Roadster or that time in DR that have bled into Curbee? 06:36 – Biggest shifts in dealership service culture over the last decade 08:07 – Curbee's mission + the “16 choices” service-retention problem + ROI basics 11:30 – How do you balance building technology versus consulting dealers operationally on running a mobile service program? 13:07 – What is M.A.R.S. 2 and why it matters for dealers 16:17 – What's the biggest obstacle dealers face in launching mobile service today — mindset, tech, staffing, or something else? 18:55 – 3–5 year outlook: how mobile service evolves with OEMs + expectations 20:28 – Are there emerging technologies that you believe will fundamentally change how fixed ops teams operates in the future? 21:29 – Do you see OEM and dealer partnerships evolving as mobile service becomes a core part of the service mix? 22:24 – Why Curbee rebranded + what's next

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Ep 145: Volkswagen's Secret Weapon ft. Embitel Technologies

Founders Unfiltered

Play Episode Listen Later Feb 1, 2026 31:38

Episode 205: Allison Maginot, Senior Director, Corporate Government Affairs and Sustainability, Regal Rexnord

The eVTOL Insights Podcast

Play Episode Listen Later Jan 29, 2026 30:47

In this episode of eVTOL Insights, host Jason Pritchard sits down with Alison to explore the critical role of government affairs in advancing the future of Advanced Air Mobility. Alison shares how Regal Rexnord supports the eVTOL ecosystem through its aerospace-grade components, scalable manufacturing capabilities, and strategic collaboration with OEMs and policymakers. The discussion dives into regulatory readiness, public-private collaboration, and the importance of clear storytelling and transparency in building public trust. Alison offers valuable insights into how industry, government, and regulators are working together to ensure safe, sustainable, and timely deployment of eVTOL technology—positioning the U.S. to remain a global leader in next-generation aviation.

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Inside the Push to Reshore and Rebuild U.S. Manufacturing w/ Alex Krutz