Podcasts about oems

  • 987PODCASTS
  • 2,901EPISODES
  • 33mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jan 1, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about oems

Show all podcasts related to oems

Latest podcast episodes about oems

The Uptime Wind Energy Podcast
CICNDT Brings Advanced Blade Inspections to Wind Energy

The Uptime Wind Energy Podcast

Play Episode Listen Later Jan 1, 2026 35:22


Allen and Joel are joined by Jeremy Heinks of CICNDT to discuss the critical need for pre-installation blade inspections, especially as safe-harbored blades from years past are rushed into service. They cover advanced NDT technologies including robotic CT scanning, blade bolt inspection for cracking issues, and how operators can extend turbine life beyond the typical 10-year repower cycle. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering Tomorrow. Allen Hall: Jeremy, welcome back to the show. Thanks for having me. Well, the recent changes in the IRA bill are. Pushing a lot of projects forward very quickly at the moment, and as we’re learning, there’s a number of safe harbor blades sitting in yards and a rush to manufacture blades to get them up and meet the, uh, treasury department’s criteria for, for being started, whatever that means. At the moment, I think we’re gonna see a big question about the quality of the blades, and it seems to me. The cheapest time to quickly [00:01:00] look at your blaze before you start to hang them is while they’re still on the ground. And to get some n DT experience out there to make sure that what you’re hanging is appropriate. Are you starting to see that push quite yet? No, not not at Jeremy Heinks: the level we’d like to see it. Um, as far as getting the inspections in, yeah, we have been seeing the push to get the, get these blades out. Uh, but, uh, the, the, the few that we have been able to get our eyes on aren’t looking good. The quality definitely down. And we’ve just had a customer site come back with some, some findings that were surprising for a brand new blade that hasn’t been the up tower yet and in use. So, um, it is much easier for us to get the, uh, technology and the personnel to a blade that’s on the ground. It’s cheaper, it’s quicker. We can go through many, many more blades, uh, with inspections. Uh, it’s just access is just easier. Always comes down to access. Joel Saxum: That customer that you had there, like what was their [00:02:00]driver? Right? Did they feel the pain at some point in time? Did they, did they have suspicions of something not right? New factory? Like, I don’t know. Why would some, why is someone picking that over someone? Not because like you said, overwhelmingly. The industry doesn’t really do this. You know, even just getting visual inspections of blades on the ground before they get hung is tough sometimes with construction schedules and all these different things, moving parts. So you had someone that actually said, Hey, we want to NDT these blades. What was their driver behind that? Jeremy Heinks: So we, uh, we had done a previous, uh, route of inspections on some older ative of theirs that were, Speaker 5: um, Jeremy Heinks: getting. Kinda along in the tooth, if you will. Uh, so they’ve added some experience. They saw what we could bring to the table as far as results and, and, and information and data on those blades. Uh, and it all turned out to be, um, pretty reliable. So, um, you know, we educated them on, you know, if you have new blades coming in or even use the blades coming in for replacement, that it’s not a bad idea to get at least a, a sample it. And, uh, [00:03:00] basically that’s what they call us in to do. They had some brand new blades come in. For some new turbines they’re putting up. And, uh, they wanted the sampling. We did a sampling and the sample showed that, uh, they have an issue of these, these brand new blades. Joel Saxum: So, okay, so what happens then? Right? Because I’ve been a part of some of these factory audits and stuff, and when you catch these things in the factory, you’re like, Hey, where we got these 30 defects? And then the factory goes back against their form, their form, you know, their forms and they go, okay, material checklist is a, we’ll fix 24 of ’em. The other six are on you or whatever that may be. What happens when you find these things in the field at a construction site right? Then does that kick off a battle between the, the new operator and that OEM or, or what’s the action there? Jeremy Heinks: Yeah, so we’ve been on the OEM side and been through what you just explained, um, multiple times and helped a bunch of the OEMs on that stuff, that stuff. But unfortunately, when you’re in the field and you find the same thing, it’s, it’s a whole different ball game. Um, they typically. We won’t see any of that. We don’t, we won’t be able to [00:04:00] see what the OEM actually does unless we have informa, you know, information or channels that, that are a little bit different, uh, than normal to, uh, get that information. So, um, but yeah, so we, we’ll give this information over to the customer. Uh, they’ll go to their supplier and then that’ll turn into a. To a dance and, uh, where everybody’s trying to pass the buck, basically, right? So, um, unfortunately that’s the way it’s been. We will see how this one turns out. It, it all depends on, on the relationship between that OEM and the customer and the end user. Joel Saxum: So, so this is my, my last question about this and, and then I want to, of course, jump topics we have a lot of talk about here today. But the question being, okay, so say they do repairs. Is it then a good idea to bring you guys back in after those repairs are done to say NDT? Everything looks good here. Um, basically clear to fly. Jeremy Heinks: Yeah. [00:05:00] So, uh, post inspection on repairs is always a good idea. Um, the aviation side is, it’s commonplace to, uh, post in inspect repair. So yeah, definitely, uh, we’d wanna come back. Um, you know, and that’s something we’re working on too in-house as a, uh, working on a new training. Syllabus to where we can give some of the basic NDT tools to, uh, end users so that if a repair company would come in, they would be able to have their technicians do a quick, you know, quick test. Uh, it’s what we used to call like an operator level inspection. And then if they saw some of the stuff we trained ’em to that we could come back and, and bring in a level three or a level two and look at their information and then maybe do a reinspection if they thought they saw something that was bad. Allen Hall 2025: Joel, you and I had discussed a couple of months ago with an operator in the United States and the Midwest that was gonna be building a repowering, a wind farm with turbines, uh, that were a couple of years old. Remember that discussion about what version of [00:06:00] the blade are those? And it was an early version. I was surprised how long those blades had been sitting in the yard, and we said, well, it’s gonna have a B and C problem. You need to get somebody out there to inspect those blades before you hang them. That’s the perfect case for NDT to get out there and look because it wasn’t like every blade had a serial defect. It was just kind of a random thing that was happening. Do you remember that situation? Joel Saxum: Yeah, and it was really interesting too because you know, we’re on like that specific blade. We’re on like version nine of it out in the field right now. But since I think those were like in 20 19, 20 20, they had been safe harbored from they, those blades have the advantage of now having 3, 4, 5, 6 years of. History within the market of all of the issues that pop up. So we were able to tell that operator, Hey, since these things haven’t flown yet, we know it’s this, this, this, and this. You should have NDT come out here and do this. You should do this. This basically preemptive repair, this proactive measure before you fly these [00:07:00] things. Um, and I think what we see right now, Alan, like you said, just to open the episode with IRA bill changes and. And these new legislation coming up, there’s a lot of stuff coming out of Safe Harbor that’s gonna get flown. Allen Hall 2025: Oh, it’s gonna have a huge, uh, amount of blades that have been sitting there for a couple of years. And, but if you, the operator haven’t used those blades or don’t know the service history of those blades, it’s kind of a mystery and you better be calling other operators that are using them. But ultimately, when it gets down to it, before you hang those blades, and I know everybody’s in a rush to hang blades. You better take a look at ’em with NDT, especially if there are known issues with those blades. And the the problem is you can’t just do a walk down, which is what I think a lot of operators are doing right now. Send a technician down to make a look. Make sure the blade’s all in one piece, like I guess that’s where they’re at. Or we’ll walk inside and kick the tires and make sure all the bond lines are there. It’s a lot more complicated than that, and particularly if you know there’s a source of problem on a particular [00:08:00] blade, you can’t see it. It can be buried deep inside. How are you gonna know without having somebody with NDT experience? Joel Saxum: This is the interesting thing too, here with that specific case that that developer will call ’em. They said, I talked with the OEM. They said there’s nothing wrong with these blades. And they like, that was like, they’re like, they’re like, yeah, we checked with them. They said, there’s no issues. I said, you must have been talking to a sales guy because anybody from that engineering team is gonna tell you that. Or maybe they don’t want to, right? They, of course they don’t want to come clean with this, but that’s why we, that’s why we have the, like the uptime network and people that you can talk to and things of these sort out there and experts like Jeremy, right? The C-I-C-N-D-T guys, because they’ve seen the worst of the worst, Jeremy Heinks: right? We typically only get called in when it’s the worst of the worst, but to, uh, toss ’em with more wrinkle. Toss one more wrinkle into the whole storage thing. Uh, we got a project a few years back where the storage site, like, ’cause the blades had been stored for like 15 years, like seven years prior. The storage [00:09:00]site was underwater for like three weeks, like 20 feet. Like it was a massive flood, 20 feet of water or 10 feet of water, whatever it was. So the, it was a lot of water anyway. The bottom two thirds of these blades were. Rotted because of water logs being sitting in the water. And of course over the last seven years they got cleaned up. They looked good ’cause of the rain and everything and it looked bad. So we get out there, we’re scanning laminates and you get like halfway down the blade and it just with the, you know, terrible signal. And so we look back on the history and sure enough there was floods in the area. So those are things you gotta look at too. These blades are coming out of these long-term storage. I mean, how were they stored? How what has gone, what weather has been through that storage area in the last whatever years? Uh, because all that affects these blades when they’re on the ground. I mean, they’re, they’re, they’re fairly secure when they’re up tur up turbine and they’re meant to be in that environment. They’re not really meant to be getting just hit hard with weather when they’re on the ground. ’cause they’re [00:10:00] not sealed up. They’re not, you know, you know, a lot of different things there. Joel Saxum: Another ground issue, and I, I’ve, I’ve heard of this one through my insurance connections and stuff like that, is, um, when blades are on the ground, there’s, this is not an abnormal thing. It happens quite regularly that it shouldn’t, but it does. That heavy, strong winds will come through and can blow the blades over when they’re sitting in their chairs, right at the, or they’ll start, yeah, they’ll start fluttering in ways that they’re not designed to flutter. Right? They’re designed to take the gravity loads and take the force loads the way they are up tower when they’re sitting on the ground, it’s a completely different game. So if they’ve been there, if they’ve experienced an extreme weather event or something of that sort, NDT is the only way you’re gonna figure out if something is really wrong with ’em. Jeremy Heinks: Right. And that rolls into handling as well. So shipping, handling at the plant, handling from, you know, in between. Different movements. Uh, like you said, they, they’re designed to be in an environment that’s hung from a turbine and, uh, get those types of, you know, elements and the winds and everything on. That’s not everything we do to when on [00:11:00] the ground. So Allen Hall 2025: turbines, a lot of times, even at the blades are in storage. They get moved around a good bit. And what we’re finding, talking to operators is that a lot of the damage we’re seeing later on in some of these blades. Was most likely due to transportation. So maybe it was on the ship on the way over, or maybe when they got trucked to the, uh, storage site or they got bumped into. It does seem to be a lot more of that. And the lift points seem to be another area where, you know, you know, I think there’s some, uh, need to be taken a deeper look at. Obviously the root bushings are a problem area for almost everybody at the moment, but also further out on the blade. There seems to be. Uh, repeatable damage areas that you see that you wouldn’t be able to detect until you got the blade spin. And, and then you see these cracks develop. But a lot of that can be sussed out on the ground, especially with knowledgeable people. Jeremy Heinks: Yeah. So that’s just another reason for, you know, pre-installation inspection. Um, you know, a lot [00:12:00] of places you’ve got experts moving these things, you know, experts lifting ’em, whatnot. But when they’re in a, they’re on a ship or they’re in a yard. A lot of times the guys that are professionals at moving them aren’t there. So it’s gonna get moved by somebody and they’re not gonna know exactly what they’re doing, even if they’re trying their best to be, make sure they’re following procedure or whatnot. But, um, you never know who’s moving on, who’s, you know, what, what, what kind of skills or the experience they have. Joel Saxum: So, so that brings me into another question here, Jeremy. Right? We’re talking about skills and tools and these kind of things in the industry. When we say NDT, I would like everybody listening to know that when we say NDT, we’re talking about a wide gamut of technologies, of solutions, of products, of, uh, you know, methodologies for inspection here. NDT is just a broad scheme for non-destructive testing. We wanna see inside of something without cutting it, breaking it, whatever we have to do. [00:13:00]So, can you, can you walk us through the approach that kind of CIC will use? So, hey, customer comes to me, we have this issue. Okay. You guys have, I don’t know, 20, 30, 40, 50 different ways of doing things. Um, but how does that conversation usually start? What does that process look like for an operation? Jeremy Heinks: So it, I mean, it all depends on it’s case by case with what kind of issue they’re looking for. But, uh, we recently had our. Our, our lab opened up in, in Ogden, Utah, where we’ve got, um, a lot of in-house technologies now, like robotic ct, uh, laser ultrasound, um, and then urography, all the normal stuff. We typically throw out these things, but deposit focus, but we’re able to do just about anything. A lot of advanced materials, and of course a lot of that came from us servicing the DOD, the defense and the, the aviation, it’s space side of the house. But now that we have them all in one place. If a wind customer has an, let’s say they have, um, a root issue or they have a bottom line issue, or they’ve got, um, you know, or these, uh, carbon fiber [00:14:00] main spars, you know, you’ve got some new types of defects to out of these. Typically what would happen was you cut into these things to see what’s wrong. And of course, we’ve all seen what cutting composites does it, you know, it can be kind of messy and it can damage a defect that’s existing so you don’t have a good look at it. With these technologies we have in house now, especially with the CT part of it, we can do a inspection. We can see everything of a area that is unmolested, right? So we can, let’s say you find something and you’re scanning, let’s say you are an OEM and you’re doing ultrasonic inspection or thermography, and you find something in house, well, you can cut around that, send it to us, we can scan it and get a 3D image, you know, of the full material thickness. Really break that down without having the damage, the defect. Uh, and this is stuff that hasn’t been really gone into on the wind side yet. We do it on aviation and space all the time, um, for defect characterization. And then, you know, we have a really good picture of what’s going on there. [00:15:00] Uh, we characterize defects that way and we can also come up with better inspection solutions that way. Allen Hall 2025: Well, that’s interesting because I’ve seen it in aviation all the time. I assume they were doing it in wind. You have to have a way to understand what the defects are and when you see one, or especially if you don’t understand what is causing it, you just can’t cross section that you want to take a large section out and then scan it. Understand what is likely the source of that problem that’s not being done. And when, too much at the moment, I think it is, but it’s, Jeremy Heinks: it’s finally getting cheap enough that, uh, it’s. It’s an option, right? So it’s, it’s always been kind of expensive, but the equipment has come, is coming down in cost and we have a very unique system in-house. It’s not typical to your normal CT system. So we use, uh, a robotic system, a cobots, so we can, we do very large, very large parts, uh, and, uh, composites of course are typically lower energy. So [00:16:00] it’s, um, pretty much tailored for that type of part. Where other CT systems may, might be tailored to other, other types of parts. Allen Hall 2025: So then you can actually take some significantly large size pieces. Then what’s the, what’s the biggest size part you can take and, and get some data out of? Jeremy Heinks: I mean, again, comes outta the time and money. Uh, right now our largest piece is probably, um. Probably like a 10 foot by six foot section. Allen Hall 2025: Whoa. Jeremy Heinks: I mean, in theory we could do a, we could do a whole wing in theory, you know, um, which could be a, you know, a decent sized blade even. But, uh, that would require specialized bay, um, and some extra tooling. But, uh, right now in-house, yeah, we could do, uh, fairly large sample. Joel Saxum: The first time I ran into you, uh, Jeremy in the wind industry was probably three, four years ago. I think, and you may not even have known this, but it was on an, it was on an RCA case for an insurance company, and they’re like, we, [00:17:00] we did the, our, our initial, where the team I was with at the time, our initial RFI, Hey, we need this data, this data, this data. And they sent, they sent us this just library of stuff and they were like. Can you use this? What is this? And it was all NDT data from, from the issue that we were inspecting. It was like, this is the most amazing batch of data we have ever received on an RCA. Who are these people? Where did this come from? Um, and I think that, that, that was my first, ’cause, you know, from the oil and gas side, NDT, that’s just regular. You’re doing it all offshore platforms, like you’re always doing NDT. It’s just, it’s just an accepted thing. Uh, you know, and the, the, of course the offshore technicians for NDT, the, the rates are a lot different. Um, and so I was like, okay, yeah, we we’re using nd this is when I first was really getting going and win. I was like, oh, great, we’re using NDT and Win. But since then, it’s still, it’s been. Very specialized use, you know, RCAs or like a special repair or something like that. You just don’t see it very widespread. And, and it’s, it’s frustrating because, you know, from, I guess from my past, like you can see the value of this [00:18:00] tool and you see some tertiary kind of things out there where people are doing little NDT with robotics and this and that, but like, it’s like the industry hasn’t grasped onto it. Like, I don’t know if the engineers just don’t, just don’t know that it’s available or know the value of it or why they’re missing it. Because you go back to the idea of, um. You go to your general practitioner or the doctor and say like, okay, yeah, you got your knee hurts. Okay. Yeah. Shake it around a little bit. Like, okay, we’re gonna, we need to prob maybe do surgery here and before we do that, let’s go get an X-ray or a MRI. So we know exactly what we’re supposed to do. When we get in there, we make it efficient. We make bang, bang, bang, clean cut and all, and we’re done. That’s the same thing as like, uh, to me, a really deep lightning repair. You know what I mean? We hear these war stories all the time of people saying like, oh yeah, they quoted us 20,000. And this team quoted us 50,000, and then the $20,000 team, we gave the project to them, they got in there and it ended up being a hundred thousand. Well, if you would’ve spent 15 grand or 10 grand, or five grand or whatever it may be to get some NDT work done on this thing before [00:19:00] you opened it all up, you might know what you were getting into and be more efficient. Come with the right kit, less standby time, the right technicians on the job, all this stuff, just like your surgery on your knee. I mean, have you seen anybody picking up that idea in the wind industry? Jeremy Heinks: Not as, not as much as I’d like. Um, there’s been a coup, there’s some of the OEMs have tried to automate, tried to bring it in. Um, most of ’em do some inspection. Um, and it really is the plant by plant, depending on what kind of support they have. We all know whenever things are times are tight or, uh, or you need to have the cycle time as the most important thing. You know, quality is the first one to get cut. So, you know, that’s, that makes it a tough. A tough sell in a lot of people’s books ’cause we add cycle time and we add costs, uh, at the manufacturer. Um, but, um, you know, the other thing I’ve seen is, you know, when they do try and implement something where, let’s say some automation where they could do this stuff quickly and, [00:20:00] you know, over the mass produced parts that they have, um, you know, they, they go to an automation company that doesn’t know much about NDT. If they do know about NDT, it’s, it’s not wind. NDT. So. Um, you know, the, they would be better off if they would contact, you know, a company like ours or there’s a few of us out there where all we, like a majority of our work is in the wind industry. Um, there’s a, there’s a couple in Europe, there’s a couple over here. Get those guys in first. It doesn’t have to be us. Um, but get somebody with practical Yeah. You know, experience and that practical part is the most important part, and have them help you with a practical approach. To the inspection with automation. I mean, that’s, there’s simple and easy ways to do this that just haven’t been done yet. Allen Hall 2025: Um, Jeremy Heinks: not gonna say it’s gonna be cheap, but it should be, um, usable. It’s not gonna end up on a shelf. Like I always keep telling everybody, all these systems, just they, I’ve seen millions of dollars spent and it just sits on a shelf [00:21:00] collecting dust. Happens all the time. Um, and that’s in the field as well. Uh, we see a lot of really cool robotics sink coming out. A lot of, uh, drone. Interior drone stuff, exterior, drone stuff, uh, and just looking for a practical approach. You know, these guys, a lot of ’em come at it with, um, really good intentions, but, uh, they don’t have the experience needed to, uh, know what they’re gonna run into when they do these, these types of applications and therefore, kind of missed the mark. Allen Hall 2025: Jeremy, I’ve been to a site recently and noticed up on the whiteboard. Blade bolts were their particular issue. And I saw a couple of the blade bolts sitting in the shop there and they had cracks, big cracks and broken blade bolts. And I thought, man, that’s a huge problem. And the number of turbines that were listed was incredible. It’s not technicians and mechanics are out there all day fixing these blade bolts ’cause there’s so many bolts per blade. You just multiply the numbers like wow, they have a huge [00:22:00] problem. The issue is you can’t really tell which Blade Bolt has a crack in it while it’s installed, unless it falls out, and they were having that problem too. How can you attack that problem from an NDT standpoint? Can you suss out what bolts are likely to fail or, or in the process of failing? Jeremy Heinks: Yeah, so in bolt inspection is isn’t new. Um, it’s gonna, sounds kind of new to the wind industry, but uh, oil and gas aviation. We’ve all done, we’ve been doing bolt inspection on those for quite a long time. So even in, uh, on marine with the, you know, sail sailing vessels with the mask bolts. Uh, so, uh, these are things that we can do ultrasonically, um, you know, whether it’s stalled and look for cracks at different, uh, lengths. Um, of course we need a little bit of information about the bolt itself, the material, um, design length, all that stuff. But, uh, no, we can definitely do a, a, uh, inspection. Whether it installed or not installed on the bolts? Uh, you mean it wouldn’t even be a [00:23:00] bad idea to get the bolts inspected before they get used for installation? You know, that could be done with, uh, a few different methods that are pretty quick. Uh, but, uh, the other thing we’re working on, uh, actively is a monitoring system also where, uh, we’ll be able to attach the sensors to the end of the bolt and, uh, it’ll be able to, uh. Monitor the, the health of the individual bolts over time. Allen Hall 2025: Can you see inclusions, or what is the defect that’s causing these bolts to start to crack? Is it something in the casting of the bolts themselves or the machining? Are they overheating them when they’re getting machined or not tempering them correctly? All the Jeremy Heinks: above. So we can definitely see that, um, you know, on new bolts you’ll, you’ll be able to see if there’s manufacturing defects or if there’s material defects, um, that maybe didn’t get caught during manufacturing. Or, um, you know, receiving inspection. Allen Hall 2025: I have one of these bolts that’s like two and a half feet long you can actually see inside and tell me where that defect lies. ’cause you cannot see it on the outside when they’re all [00:24:00] finished. Jeremy Heinks: Right. Typically we use ultrasound, uh, for, uh, quick inspection on that. Um, I mean, if it’s out of the, the turbine, you know, first year x-ray and make particle, that kind of trend, you know, everything gets your to outta, but the ut seems to be pretty, pretty straightforward on those. We’d even signed the cracks that are in the threads if we had the right, um, bit jangle to the, uh, the beam. Allen Hall 2025: Okay. So if you just received a whole truckload of these bolts, which is sort of the quality that you’re coming in right now, you could ut inspect each one of those before you took ’em up tower and, and spent all the money to install ’em and make sure that the manufacturer actually is delivering a proper product. Are Joel Saxum: they doing that at the factory? Why are they not doing that at the factory? Jeremy Heinks: Because Allen Hall 2025: they’re told they’re Jeremy Heinks: good when they get ’em from a supplier. Allen Hall 2025: That seems like a huge, if I’m the attorney at Blade Bulk Company, China Limited, I would want to make sure that I won’t gonna kill somebody because, ’cause those things are falling out and they’re just gonna [00:25:00] lawn daughter it underneath the turbine. Joel Saxum: And a hard hat’s not gonna save you from a bolt coming down. Allen Hall 2025: Well, you could tell by the number of problems that they were having that they had replaced some of these bolts. The new bolts had also had problems. So as a, a sequence of replacements, at some point you have to stop that process. You have to validate the part. You’re putting in the turbine is correct, right? I mean, when you have to do that Jeremy Heinks: on my side, you, you get what you pay for. And if you’re gonna go for cheap, you should probably spend a little bit to make sure what you’re getting is Allen Hall 2025: somewhat decent. So how, what would that entail to check them in the o and m building and say, you got a hundred bolts show up on site. What are we talking about in terms of time to make sure that at least the, the sanity check is being done before you spend the money to install these bolts? I mean, if we put together something, it could be done a few minutes per bolt. Throw me a, throw me a time and a dollar amount. Are we talking about millions of dollars or thousands of dollars for this? Thousands of dollars [00:26:00] Strong. Jeremy Heinks: We could probably get a system together that would be extremely cheap and effective. So I mean, if there’s, if that’s something that needs to exist in the industry, then we can definitely put together something that we can sell. Allen Hall 2025: I think people don’t realize that that is a thing. They don’t know that that’s possible. You can’t go to Amazon and buy a blade, bolt checker that’s not there. You can buy a lot of things on Joel Saxum: Amazon though. Allen Hall 2025: Let me ask you about the thing. I’ve seen the sort of the unscientific blade bolt check. Where they, have you seen this Jeremy, where they hang the bolt on one end and they tap it in the other and it, and it rings right? It makes this kind of a bell noise and they think they can hear if there’s a defect inside of there. Can you hear if there’s an inclusion or some sort of crystalline defect inside this blade bolt by tapping it? That’s, it’s a resonance test and Jeremy Heinks: I, I think you could definitely tell, you can definitely tell if there’s something going on. I think you would have to have a good control though. So if you, you have to have, you’d have to have one bid [00:27:00] vote. To balance against, I would imagine, and someone with good hearing. Yeah, I, it’s tap testing with anything is always subject to so many things. So it’s, uh, it’s better than, Allen Hall 2025: better than nothing probably. But, uh, how much better than nothing? Is it just slightly better or is it like, well you get, at least you’re getting the worst ones out of the lot. Uh, would it even do that? Unless I had it announced to, to try it, um, I would wanna. Say either way, but you see the little tap hammers, I’ve been on site and seen the little tap hammers sitting on guys’ desks that are the, you know, the, uh, calibrated tap test tool to see for DAS, that is not an easy tool to use. And it’s not even right for all the applications because it only, it’ll see something on the surface, but where, what can’t it see? Jeremy Heinks: So there is a regulated. Way to do tap tests. There’s, [00:28:00]it’s, as you have a certified tap test that you have to have, uh, noise levels and the environment have to be at below a certain amount, your, your guy doing, the person doing the test has to have a hearing check annually, and it has to be at a certain level. Um, the tap hammer has to be, is proportional to the thickness of material you’re looking at. ’cause if you’re looking at some, I mean, it’s only good for so, so thick. Like if you’re looking at. 10 millimeters, 15 millimeters fine. But once you get past 20, you’re gonna use a heavy hammer. And I’ve seen hammers in some plants that were probably causing damage, you know, ’cause they were so heavy, like, and they’re just, it was a piece of rebar with a ball bearing welded on the end of it, and they’re just hammering away. And it was so loud in the bay that even when they got lucky, when it crossed the dry glass area, they didn’t hear it. They just kept on rolling. Joel Saxum: Man, I thought, I thought a tap test was literally like a technician with a, with a, like a one euro coin in their hand or something. Just like ding ding [00:29:00] d ding, ding, ding. Like, that’s my tap test. Like you got a quarter. Jeremy Heinks: I have done a lot of tap tests, but it was like on radars where you had like two layers of carbon fiber and it was super thin and you could really hear, it works sometimes, but you just have, it’s got limitations just like any other method of inspection. So, and if people just. Allen Hall 2025: Don’t abide Jeremy Heinks: by Allen Hall 2025: this. If you have a technician roll into the o and m building, listen to Def Leppard on 11, then you’re probably not picking the right guy to do the tap test because it does take a lot of sensitivity to hear these minor changes. It’s not easy. Or the Lake Green, Ozzy Osborne. Yeah, right. If you see a, an Ozzy sticker on the guy’s pickup truck, probably not the right choice for the uh, tap test expert. The funniest thing ever. Jeremy Heinks: On the aviation side, we’ve gone to so many aviation or space group areas that use tap test and it’s always the oldest guy that has the hardest hearing, that’s doing the test every time, every Allen Hall 2025: time [00:30:00] they pass the most stuff. That’s why production doesn’t slow down. You said it, not me. I wanna expand the scope just for a minute. Uh, there’s gonna be a lot of, a lot of sites right now because of the changes in the IRA bill that are not going to be able to. Uh, get their next round of production tax credits and reapply because they’re gonna miss this window, right? So you have blades that are seven and eight years old, or turbines eight, seven, or eight years old. You’re not gonna be in that window of opportunity pretty much depending on what happens with the treasury rules. That thing is like it’s going to force operators into taking a deeper look at the health status of their turbines, maybe more than they have in the past to know, am I good for another 10 years, or if I do a little bit of preemptive maintenance on my existing fleet, can I get ’em 10 years, maybe 15 years? That’s the look I think that everybody’s trying to evaluate right now, and I think the [00:31:00] key to all of that is to actually have some NDT data. To actually look inside and to see, do I have a blade root issue that’s still early, that it’s gonna pop up at year 12? Do I have a cracking issue that I need to go take a look at? How does that factor into the planning over the next year, 18 months? For me, it was a little eyeopening when we went Jeremy Heinks: down that and visited our friends in Australia, and that’s kind of how they live, right? With their, their wind farms. They, they have to make ’em last. And it was, it was eye-opening and I, I just had a conversation with one last week. One of the people we met down there and they were looking into, uh, main bearings, a pitch bearing, and they’re cracking, right? So these are things that can be inspected with ultrasound or other things, and we can find these cracks internally. Like this is stuff that we don’t get to see much in the US or, or, you know, markets like ours because they get replaced, right? Everything gets just, we have a throwaway attitude when it comes to blades because of, you know, repowering and other things. Um, [00:32:00] where. Places like Australia or like in the islands where we’ve got a customer, that’s not how they look at it. These things have to last 30 years, you know, or longer, you know. So, uh, inspection and preventive maintenance is, is is, uh, the way to look, way to go. It. I mean, again, oil and gas, the stuff they have has to last a long damn time. A lot. You know, they do preventative maintenance. They have repair schedules or replacement schedules, all this stuff. And maybe we gotta start looking at that stuff a little more smartly on our side. Um, and, uh, budget for more inspection on these things that we know will go bad over time. And it’s not necessarily just the blade, but other parts of the turbine as well. You know, we’ve got a a yup. Bearing we’re looking at too. And that’s, that’s a pretty large. Part you have a crack in it, but Joel Saxum: ha bearing. Jeremy Heinks: Yeah. So these are things that didn’t crack. So we’re looking at, uh, with different inspection methods as well. [00:33:00] So, Allen Hall 2025: so do you think the roles of reversing that the Australian European methodology to keep turbines up and running is going to be applied to the states, and how is that going to transfer that knowledge transfer gonna work because it. The staffs in. A lot of us operators are set up for that 10 year period. Like they, they don’t really think about year 11 anymore. They haven’t for a number of years. How do they get spooled up on that and what resources are they going to need to get to year 15 and 20? If I was them, I would be reaching out to Jeremy Heinks: our partners in Australia or Europe and ask those questions. And a lot of these comp, a lot of these large energy companies are not just us. They’re. Multiple, you know, areas of the world that they, they brought in. So they have, they should have the knowledge and the leverage in house. They’re just gonna have to connect those people or, you know, people, people, people like you guys are gonna be able to, you know, bring that knowledge and connect those people. ’cause I mean, you guys are great at connecting people for [00:34:00] sure. Joel Saxum: That’s what we, we try to say that to everybody though, too. Every time we go to, like, Hamburg is next year, right? The, the Hamburg is to me is the best wind show in the world. Hamburgers next year. Wind Europe is coming up. Like if you’re a US operator, if you, if you’re, you name it, one of the big conglomerates that has people on both sides of the pond. Yeah. Connect up internally. Come on. Get your act together. But the other side of it is, is there’s a lot of people here that aren’t, they just don’t know. You know, there’s a lot of operators that are very large here. They don’t have anything else anywhere else. Go to Hamburg, go to Wind Europe, go, go over there, just go to the conference, see the technology, see the innovations, talk to the people, have some conversations because it will be eye-opening and you know, and, and there is another one too that I think is a very important, um, there’s some ISPs that go across the pond, back and forth, and some of these good ISPs have a lot of really good knowledge about what goes on back and forth because there’s a different operating model over there as well. There’s a lot of the. Financial asset owners that [00:35:00] just have the plants and they entrust someone later on in life to manage it for ’em. Where these ISPs have 20 vestas engineers and 20 Siemens engineers and 20 SGRE engineer or you know, all these people there. So there’s, there is a way to get this information back and forth, but you’re a hundred percent correct here in this conversation. I guess the, all the three of us here. We’re staring at, uh, a cliff that we need to figure out how to get wings on before we, we don’t want it to be like the red, the red Bull thing, where every, just into the water. We don’t wanna do that. We wanna fly up the cliff. Jeremy Heinks: But we’ve seen, we’ve seen this too, at some of the, the o and m focused, you know, show or conferences or gatherings. The ISPs aren’t, aren’t brought in ’cause they’re scared. It turns into a sales pitch. Um, but again, I like the one we had in Australia last year. That was great. It was, hey. This isn’t a sales pitch, just tell ’em. I mean, most of us know, I mean, I, I’m gonna be up there speaking. I’m not, I don’t have to do a sales pitch. If I, if what I’m saying is valuable to somebody, they’re gonna come find me, [00:36:00] which is what happened after that. You know, people reach out, you know that they’re gonna be like, oh, that I have that issue. I’m gonna go talk to this guy. You don’t have to do a sales pitch, just say, Hey, this is what we, what we found. These are the things we ran into as we do these things. And just keep it about the, uh, about the, about the problems. That we’re facing? Allen Hall 2025: Well, yeah, that’s gonna be the key for the next couple of years, just because a lot of the engineers and staff on the United States, uh, have not been to a lot of conferences and talk to technical people because they haven’t needed to. It’s more of, Hey, I need to keep the blade running a couple more months and then we’re gonna move on to the next project. We got a Repowering project going on. It’s been in that sort of build mode for a number of years, and that whole. Logistics, uh, internal workflow is going to change where they need to be bringing outside resources in to help them understand what they’re missing or what key components do they have over in Denmark or Germany or France that we don’t have on staff at the minute, and why do [00:37:00] they have it? One of those is going to be NDT and a lot of it, I think just because of the age of the turbines and the. I would say the era in which they were built, it’s gonna lead themselves into more inspection. That’s, I think, an avenue for C-I-C-N-D-T to explore, obviously. But I think the key is to get the engineers and the sort of the maintenance staff out into the world again, and to come to some of these conferences. Like j when Jeremy speaks, you should be there listening because he’s gonna give you all the answers in about 30 minutes of what you need to go do. That’s the key. Right? Jeremy Heinks: Right, right. And I mean, not just myself, but anybody in a position where you’ve got knowledge and experience that would benefit the whole industry, um, you know, certain volunteering, get, get out there and uh, and pass the, you know, pass the word out. You know, it’s like, you know, we had this thing in the NDT industry where. A certain generation of the, the older guys that had all this experience, all our senior level threes, you know, back then it was, you [00:38:00] wanted to hold everything in because that was your key, that was your ticket to getting a payday. Right. But ended up is when those feasible people all retired or, or worse. Um, then though that knowledge got passed down and uh, it was all kept up. And you look at, look at the aviation industry, the fumbles they’ve had lately with quality. And that’s because of that. ’cause they don’t talk to each other, none of that. They, they this year, all these problems they’re having right now in aviation stuff that they took care of in the fifties, right. And they just forgot. So now we get, have a chance to try and not do that in the wind industry. Um, you know, if you’re an expert in something, get out there. And, I mean, it’s tough. Like I don’t like talking in front of big crowds or anything, but. It’s, uh, once you get rolling and people get engaged and with guys like you to help out, you know, it’s, it’s not a bad type. Just set the ball in the tee and let you take a whack at it. But you could be in the difference between somebody having a whole farm, uh, a wind farm, go, go down, or they have a, like we’ve come across people that have had [00:39:00] blades or turbines offline for weeks, if not months, because they have an issue they don’t know they can do anything about. And then they bring us in and like, Hey, we did the inspection. This is repairable. Or we did the inspection. You should just get rid of this blade or, or whatever. It’s just they’ve been paralyzed and that, I don’t think that’s, you know, something that needs to happen Allen Hall 2025: either. Well, they shouldn’t be paralyzed. They should be calling C-I-C-N-D-T or going to the website, cic ndt.com. Get ahold of Jeremy, get ahold of the staff because they have a, a tremendous amount of knowledge about blades, about how to inspect them and how to keep the turbines running. Quickly, yes, it costs a little bit of money, but it’s well worth it when you have these turbines down for months on end, and I’ve seen that this year. It’s insane. They should have called. C-I-C-N-D-T and gotten their turbines back up and running. Jeremy, how can people reach you directly? Can they get ahold of you on LinkedIn? Jeremy Heinks: Yeah, get on uh LinkedIn and just search Jeremy Hikes or you can go to our website, uh, ct.com and [00:40:00] we’ve Allen Hall 2025: got links to uh, get ahold of us there and go to some of the wind conferences because Jeremy’s gonna be there laying down the knowledge on NDT and you won’t want to miss it. So, Jeremy, thank you so much for being on the podcast. We love having you. Thanks for having me.

SAE Tomorrow Today
313. An Inside Look at the 2026 Detroit Auto Show

SAE Tomorrow Today

Play Episode Listen Later Dec 31, 2025 24:11


From surprise unveilings to one-of-a-kind experiences, excitement is building for the 2026 Detroit Auto Show. But it's about more than just horsepower. This year, SAE International is co-sponsoring Media and Industry Days, where OEMs, suppliers, tech leaders, and students come together for vehicle debuts, industry insights, and future-focused conversations.   Listen in as Sam Klemet, Executive Director of the Detroit Auto Dealers Association, to discuss what visitors can expect this year, including new STEM-driven, career-focused activities designed to inspire future engineers. He also highlights the show's multi-million-dollar philanthropic and economic impact, and how its growing emphasis on education, talent development, and innovation continues to reflect the true spirit of the Motor City.   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, Twitter, and YouTube. Follow host Grayson Brulte on LinkedIn, Twitter, and Instagram.

The Uptime Wind Energy Podcast
Trump Halts Offshore Wind Projects, DJI Drone Ban Hits Industry

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 30, 2025 29:29


Allen, Joel, and Rosemary break down the Trump administration’s sudden halt of five major offshore wind projects, including Coastal Virginia Offshore Wind and parts of Vineyard Wind, over national security claims the hosts find questionable. They also cover the FCC’s ban on new DJI drone imports and what operators should do now, plus Fraunhofer’s latest wind research featured in PES Wind Magazine. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts, Alan Hall, Rosemary Barnes, Joel Saxon, and Yolanda Padron. Welcome to the Uptime Wind Energy Allen Hall: Podcast. I’m your host, Alan Hall, and I’m here with. Rosemary Barnes in Australia and Joel Saxon is down in Austin, Texas. Yolanda Padron is on holiday, and well, there’s been a lot happening in the past 24 hours as we’re recording this today. If you thought the battle over offshore wind was over based on some recent court cases, well think again. The Trump administration just dropped the hammer on five major offshore wind projects. Exciting. National security concerns. The Secretary of the Interior, Doug Bergham announced. The immediate pause affecting projects from Ted Eor, CIP and Dominion Energy. So Coastal [00:01:00] Virginia, offshore wind down in Virginia, right? Which is the one we thought was never gonna be touched. Uh, the Department of War claims classified reports show these giant turbines create radar interference that could blind America’s defenses. Half of vineyard winds, turbines are already up and running, producing power, by the way. Uh, and. I guess they, it sounds like from what I can see in more recent news articles that they turn the power off. They just shut the turbines off even though those turbines are fully functioning and delivering power to shore. Uh, so now the question is what happens? Where does this go? And I know Osted is royally upset about it, and Eor obviously along with them, why not? But the whole Denmark us, uh, relationship is going nuclear right now. Joel Saxum: I think here’s a, here’s a technical thing that a lot of people might not know. If you’re in the wind industry in the United States, you may know this. There’s a a few sites in the northern corner of Colorado that are right next to Nebraska, [00:02:00] and that is where there is a strategic military installations of subsurface, basically rocket launches and. And in that entire area, there is heavy radar presence to be able to make sure that we’re watching over these things and there are turbines hundreds of meters away from these launch sites at like, I’ve driven past them. Right? So that is a te to me, the, the radar argument is a technical mute point. Um, Alan, you and I have been kind of back and forth in Slack. Uh, you and I and the team here, Rosemary’s been in it too, like just kind of talking through. Of course none of us were happy. Right. But talking through some of the points of, of some of these things and it’s just like basically you can debunk almost every one of them and you get down to the level where it is a, what is the real reasoning here? It’s a tit for tat. Like someone doesn’t like offshore wind turbines. Is it a political, uh, move towards being able to strengthen other interests and energy or what? I don’t know. ’cause I can’t, I’m not sitting in the Oval Office, but. [00:03:00] At the end of the day, we need these electrons. And what you’re doing is, is, is you’re hindering national security or because national security is energy security is national security, my opinion, and a lot of people’s opinions, you’re hindering that going forward. Allen Hall: Well, let’s look at the defense argument at the minute, which is it’s, it’s somehow deterring, reducing the effectiveness of ground radars, protecting the shoreline. That is a bogus argument. There’s all kinds of objects out on the water right now. There’s a ton of ships out there. They’re constantly moving around. To know where a fixed object is out in the water is easy, easy, and it has been talked about for more than 15 years. If you go back and pull the information that exists on the internet today from the Department of Defense at the time, plus Department of Interior and everybody else, they’ve been looking at this forever. The only way these turbines get placed where they are is with approval from the Department of Defense. So it isn’t like it didn’t go through a review. It totally did. They’ve known about this for a long, long time. So now to bring up this [00:04:00] specious argument, like, well, all of a sudden the radar is a problem. No, no. It’s not anybody’s telling you it’s a classified. Piece of information that is also gonna be a bogus argument because what is going along with that are these arguments as well, the Defense Department or Department of War says it’s gonna cause interference or, or some degradation of some sort of national defense. Then the words used after it have nothing to do with that. It is, the turbines are ugly, the turbines are too tall. It may interfere, interfere with the whales, it may interfere with fishing, and I don’t like it. Or a, a gas pipeline could produce more power than the turbines can. That that has nothing to do with the core argument. If the core argument is, is some sort of defense related. Security issue, then say it because it, it can’t be that complicated. Now, if you, if you knew anything about the defense department and how it operates, and also the defenses around the United States, of which I know a little bit about, [00:05:00] having been in aerospace for 30 freaking years, I can tell you that there are all kinds of ways to detect all kinds of threats that are approaching our shoreline. Putting a wind turbine out there is not Joel Saxum: gonna stop it. So the, at the end of the day, there is a bunch, there’s like, there’s single, I call them metric and intrinsic, right? Metric being like, I can put data to this. There’s a point here, there’s numbers, whatever it may be. And intrinsic being, I don’t like them, they don’t look that good. A pipeline can supply more energy. Those things are not necessarily set in stone. They’re not black and white. They’re, they’re getting this gray emotional area instead of practical. Right. So, okay. What, what’s the outcome here? You do this, you say that we have radar issues. Do we do, does, does the offshore substation have a radar station on it for the military or, or what does that, what does that look like? Allen Hall: Maybe it does, maybe it doesn’t, but if the threat is what I think it is, none of this matters. None of this matters. It’s already been discussed a hundred times with the defense [00:06:00] department and everybody else is knowledgeable in this, in this space. There is no way that they started planted turbines and approve them two, three years ago. If it was a national security risk, there is no chance that that happened. So it really is frustrating when you, when you know some of the things that go on behind the scenes and you know what, the technical rationales could be about a problem. And that’s not what’s being talked about right now that I don’t like being lied to. Like, if you want to have a, a political argument, have a political argument, and the, if the political argument is America wants Greenland from Denmark, then just freaking say it. Just say it. Don’t tie Massachusetts, New York, Connecticut, new J, all, all these states up until this nonsense, Virginia, what are we doing? What are we doing? Because all those states approved all those projects knowing full well what the costs were, knowing how tall the turbines were, knowing how long it was gonna take to get it done, and they all approved them. This [00:07:00] is not done in a vacuum. These states approve these projects and these states are going to buy that power. Let them, you wanna put in a a, a big gas pipeline. Great. How many years is that gonna take, Doug? How many years is that gonna take? Doug Bergham? Does anybody know? He, he doesn’t know anything about that. Joel Saxum: You’re not getting a gas pipeline into the east coast anytime soon whatsoever. Because the, the east, the east coast is a home of Nimbyism. Allen Hall: Sure, sir. Like Massachusetts. It’s pretty much prohibited new gas pipelines for a long time. Okay. That’s their choice. That is their choice. They made that choice. Let them live with it. Why are you then trying to, to double dip? I don’t get it. I don’t get it. And, but I do think, Joel, I think the reason. This is getting to the level it is. It has to do something to do with Greenland. It has something to do with the Danish, um, uh, ambassador or whoever it was running to talk to, to California and Newsom about offshore tournaments. Like that was not a smart move, my opinion, but [00:08:00] I don’t run international relations with for Denmark. But stop poking one another and somebody’s gotta cut this off. The, the thing I think that the Trump administration is at risk at is that. Or instead, Ecuador has plenty of cash. They’re gonna go to court, and they are most likely going to win, and they’re going to really handcuff the Trump administration to do anything because when you throw bull crap in front of a judge and they smell it, the the pushback gets really strong. Well, they’re gonna force all the discussion about anything to do with offshore to go through a judge, and they’re gonna decide, and I don’t think that’s what the Trump administration wants, but that’s where they’re headed. I’m not sure why Joel Saxum: you’d wanna do that. Like at the end of the day, that may be the solution that has to come, but I don’t think that that’s not the right path either. Right? Because a judge is not an SME. A judge doesn’t know all of the, does the, you know, like a, a judge is a judge based on laws. They don’t, they’re, they’re not an offshore wind energy expert, so they sh that’s hard for them to [00:09:00] decide on. However, that’s where it will go. But I think you’re correct. Like this, this is more, this is a larger play and, and this mor so this morning when this rolled out, my WhatsApp, uh, and text messages just blew up from all of my. Danish friends, what is going on over there? I’m like, I don’t know what you want me to say. I’m not in the hopeful office. I can’t tell you what’s going on. I’m not having coffee in DC right now. I said, you know, but going back to it, like you can see the frustration, like, what, why, why is this the thing? And I think you’re right though, Alan, it is a large, there’s a larger political play in, in movement here of this Greenland, Denmark, these kind of things. And it’s a, it’s. It’s sad to see it ’cause it just gets caught. We’re getting caught in the crossfire as a wind industry. Yeah. It’s Allen Hall: not helping anybody. And when you set precedents like this, the other side takes note, right? So Democrats, when they eventually get back into the White House again, which will happen at some point, are gonna swing the pendulum just as hard and harder. So what are you [00:10:00] doing? None of, none of this matters in, in my opinion, especially if you, if you read Twitter today, you’re like, what the hell? All the things that are happening right now. RFK Jr had a post a few hours ago talking about, oh, this is great. We’re gonna shut off this off shore wind thing because it kills the whales. Sorry, it doesn’t. Sorry. It doesn’t, if you want, if you wanna make an argument about it, you have to do better than that. A Twitter post doesn’t make it fact, and everybody who’s listened to this and paying attention, I don’t want you to do your own research, but just know that you got a couple of engineers here, that that’s what we do for a living. We source through information, making sure that it makes sense. Does it align? Is it right? Is it wrong? Is, is there something to back it up with? And the information that we have here says. It is. It’s not hurting anything out there. You may not like them, but you know what? You don’t want a coal factor in your backyard either. Delamination and bottomline failures and blades are difficult problems to detect [00:11:00] early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions. Joel Saxum: When it comes down to sorting through data, I think that’s a big problem. Right? And that’s what’s happening with a lot of the, I mean, generalizing, a lot of the things that are happening in the United States in the last 10 years give it. Um, but people just go, oh, this person said this. They must be an authority. Like, no, it’s not true. We’ve been following [00:12:00] a lot of these things with offshore wind. I mean, probably closer than most. Uh, besides the companies that are developing those wind farms, simply because it’s a part of our day job, it’s what we do. We’re, we’re, we’re looking at these things, right? So. Understanding the risks, uh, rewards, the political side of things. The commercial side. The technical side. That’s what we’re here to kind of feed, feed the information back to the masses. And a lot of this, or the majority of all of this is bs. It doesn’t really, it doesn’t, it doesn’t play. Um, and then you go a little bit deeper into things and. Like the, was it the new Bedford Light, Alan, that said like, now they’re seeing that the turbines have actually been turned off, not just to stop work for construction. They’ve turned the turbines off up in Massachusetts or up off of in the northeast area? No, that they have. Allen Hall: And why? I mean, the error on the side of caution, I think if you’re an attorney for any of the wind operations, they’re gonna tell you to shut it off for a couple of days and see what we can figure out. But the, the timing of the [00:13:00] shutdown I think is a little unique in that the US is pretty much closed at this point. You’re not gonna see anything start back up for another couple of weeks, although they were doing work on the water. So you can impose a couple hundred million. Do, well, not a hundred million dollars, but maybe a couple million dollars of, of overhead costs in some of these projects because you can’t respond quick enough. You gotta find a judge willing to put a stay in to hold things the same and, and hold off this, uh, this, uh, b order, but. To me, you know, it’s one of those things when you deal with the federal government, you think the federal government is erratic in just this one area? No, it’s erratic in a lot of areas. And the frustration comes with do you want America to be stronger or do you want nonsense to go on? You know? And if I thought, if that thought wind turbines were killing whales, I’d be the first one up to screaming. If I thought offshore wind was not gonna work out in term, in some long-term model, I would be the first one screaming about it. That’s not Joel Saxum: reality. [00:14:00] Caveat that though you said, you’re saying if I thought, I think the, the real word should be if I did the research, the math and understood that this is the way it was gonna be. Right? Because that’s, that’s what you need to do. And that’s what we’ve been doing, is looking at it and the, the, all the data points to we’re good here. If someone wanted to do harm Allen Hall: to the United States, and God forbid if that was ever the case. That wouldn’t be the way to do it. Okay. And we, and we’ve seen that through history, right. So it, it’s, it doesn’t even make any sense. The problem is, is that they can shield a judge from looking at it somewhat. If they classify well, the judge isn’t able to see what this classified information is. In today’s world, AI and everything on the internet, you don’t think somebody knows something about this? I do. And to think that you couldn’t make any sort of software patch to. Fix whatever 1965 radar system they have sitting on the shorelines of Massachusetts. They could, in today’s world, you can do that. So this whole thing, it [00:15:00] just sounds like a smoke screen and when you start poking around it, no one has an answer. That is the frustrating bit. If you’re gonna be seeing stuff, you better have backup data. But the Joel Saxum: crazy thing here, like look at the, the, the non wind side of this argument, like you’re hurting job growth. Everybody that goes into a, uh. Into office. One of the biggest things they run on all the time, it doesn’t matter, matter where you are in the world, is I’m gonna bring jobs and prosperity to the people. Okay. How many jobs have just been stopped? How many people have just been sent home? How much money’s being lost here? And who’s one of the biggest companies installing these turbines in the states? Fricking ge like so. You’re, you’re hurting your own local people. And not only is this, you stand there and say, we’re doing all this stuff. We’re getting all this wind energy. We’re gonna do all these things and we’re gonna win the AI race. To the point where you’ve passed legislation or you’ve written, uh, uh, executive order that says, Hey, individual states, if you pass legislation [00:16:00] that slows or halts AI development in your state, the federal government can sue you. But you’re doing the same thing. You’re halting and slowing down the ability for AI and data centers to power themselves at unprecedented growth. We’re at here, 2, 3, 4, 5% depending on what, what iso you ask of, of electron need, and we’re the fastest way you could put electrons to the grid. Right now in the United States, it’s. Either one of those offshore wind farms is being built today, or one of the other offs, onshore wind farms or onshore solar facilities that are being built right now today. Those are the fastest ways to help the United States win the AI race, which is something that Trump has loud, left and right and center, but you’re actively like just hitting people in the shins with a baseball bat to to slow down. Energy growth. I, I just, it, it doesn’t make any logical sense. Allen Hall: And Rosemary just chime in here. We’ve had enough from the Americans complaining about it. Rosemary Barnes: Yeah. I mean, it’s hard for me to comment in too much detail about all of the [00:17:00] American security stuff. I mean, defense isn’t, isn’t one of my special interests and especially not American defense, but. When I talk about this issue with other Australians, it’s just sovereign risk is the, the issue. I mean, it was, it’s similar with the tariffs. It’s just like how, and it’s not just for like foreign companies that might want to invest in America. American companies are affected just, uh, as equally, but like you might be anti wind and fine. Um, but I don’t know how any. Company of any technology can have confidence to embark on a multi-year, um, project. Now, because you don’t know, like this government hates wind energy, but the next one could hate ai or the next one could hate solar panels, electric cars, or you know, just, just anything. And so like you just can’t. You just can’t trust, um, that your plans are gonna be able to be fulfilled even if you’ve got contracts, even if you’ve got [00:18:00] approvals, even if you are most of the way through building something, it’s not enough to feel safe anymore. And it’s just absolutely wild. That’s, and yeah, I was actually discussing with someone yesterday. How, and bearing in mind I don’t really understand American politics that deeply, but I’m gonna assume that Republicans are generally associated with being business friendly. So there must be so many long-term Republican donors who have businesses that have been harmed by all of these kinds of changes. And I just don’t understand how everyone is still behind this type of behavior. That’s what, that’s what I struggle to understand. Joel Saxum: This is the problem at the higher levels in. In DC their businesses are, are oil and gas based though. That’s the thing, the high, the high power conservative party side of things in the United States politics. The, the lobby money and the real money and the like, like think like the Dick Cheney era. Right. That was all Weatherford, right? It’s all oil and gas. Rosemary Barnes: So it’s not like anybody [00:19:00] cares about the, you know, I don’t know, like there’d be steel fabricators who have been massively affected by this. Right? Like that’s a good, a good traditional American business. Right. But are you saying it’s not big enough business that anyone would care that, that they’ve been screwed over? Joel Saxum: Not anymore Allen Hall: because all that’s being outsourced. The, the other argument, which Rosemary you touched upon is, is the one I’m seeing more recently on all kinds of social medias. It’s a bunch of foreign companies putting in these wind turbines. Well, who the hell Joel Saxum: is drilling your oil baby? This is something that I’ve always said. When you go go to Houston, Texas, the energy capital of the world, every one of those big companies, none of ’em are run by a Texan. They are all run by someone from overseas. Every one of ’em. Allen Hall: You, you think that, uh, you know, the Saudis are all, you know, great moral people. What the hell are you talking about? Are you starting to compare countries now? Because you really don’t wanna do that. If you wanna do that into the traditional energy marketplace, you’re, you’re gonna have [00:20:00] a lot of problems sleeping at night. You will, I would much rather trust a dane to put in a wind turbine or a German to put in a wind turbine than some of the people that are in, involved in oil and gas. Straight up. Straight up. Right. And we’ve known that for years. And we, we, we just play along, look. The fact of the matter is if you want to have electrons delivered quickly to the United States, you’re gonna have to do something, and that will be wind and solar because it is the fastest, cheapest way to get this stuff done. If you wanna try to plant some sort of gas pipeline from Louisiana up to Massachusetts or whatever the hell you wanna do, good luck. You know how many years you’re talking about here. In the meantime, all those people you, you think you care about are gonna be sitting there. With really high electricity rates and gas, gas, uh, rates, it’s just not gonna end well. Speaker 5: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and [00:21:00] 18th at Melbourne’s Poolman 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 W OM a 2020 six.com. Wind Energy o and m Australia is created by wind professionals for wind professionals because this industry needs solutions. Not speeches if Allen Hall: you don’t have enough on your plate already. Uh, the FCC has panned the import and sale of all new drone models from Chinese manufacturers, including the most popular of all in America, DJI, uh, and they clo. They currently hold about 70% of the global marketplace, the ban as DGI and Autel Robotics to the quote unquote covered list of entities deemed [00:22:00] a national security risk. Now here’s the catch. Existing models that are already approved for sale can still be purchased. So you can walk down to your local, uh, drone store and buy A DJI drone. And the ones you already own are totally fine, but the next generation. Not happening. They’re not gonna let ’em into the United States. So the wind industry heavily relies on drones. And, and Joel, you and I have seen a number of DJI, sort of handheld drones that are used on sites as sort of a quick check of the health of a, or status of a blade. Uh, you, you, I guess you will still be able to do that if you have an older dj. I. But if you try to buy a new one, good luck. Not gonna happen. Joel Saxum: Yeah. I think the most popular drone right now in the field, of course two of ’em, I would, I would say this, it’s like the Mavic type, you know, the little tiny one that like a site supervisor or a technician may have, they have their part 1 0 7 license. They can fly up and look at stuff. Uh, and then the [00:23:00] other one is gonna be the more industrial side. That’s gonna be the DJ IM 300. And that’s the one where a lot of these platforms, the perceptual robotics and some of the others have. That’s their base because the M 300 has, if you’re not in the, the development world, it has what’s called a pretty accessible SDK, which software development kit. So they’re designed to be able to add your sensors, put your software, and they’re fly ’em the way you want to. So they’re kind of like purpose built to be industrial drones. So if you have an M 300 or you’re using them now, what this I understand is you’re gonna still be able to do that, but when it comes time for next gen stuff, you’re not gonna be able to go buy the M 400. And import that. Like once it’s you’re here, you’re done. So I guess the way I would look at it is if I was an operator and that was part of our mo, or I was using a drone inspection provider, that that’s what comes on site. I would give people a plan. I would say basic to hedge your risk. I would say [00:24:00]basically like, Hey, if you’re my drone operator and I’m giving you a year to find a new solution. Um, that integrates into your workflows to get this thing outta here simply because I can’t be at risk that one day you show up, this thing crashes and I can’t get another one. A lot of companies are already like, they’re set and ready to go. Like all the new Skys specs, the Skys specs, foresight, drone, it’s all compliant, right? It’s USA made USA approved. Good to go. I think the new Arons drone is USA compliant. Good to go. Like, no, no issues there. So. Um, I think that some of the major players in the inspection world have already made their moves, um, to be able to be good USA compliant. Um, so just make sure you ask. I guess that’s, that. Our advice to operators here. Make sure you ask, make sure you’re on top of this one so you just don’t get caught with your pants down. Allen Hall: Yeah, I know there’s a lot of little drones in the back of pickup trucks around wind farms and you probably ought to check, talk to the guys about what’s going on to make sure that they’re all compliant. [00:25:00] In this quarter’s, PES Win magazine, which you can download for free@pswin.com. There is an article by Fran Hoffer, and they’re in Germany. If you don’t know who Fran Hoffer is, they’re sort of a research institution that is heavily involved in wind and fixing some of the problems, tackling some of the more complex, uh, issues that exist in blade repair. Turbine Repair Turbine Lifetime. And the article has a number of the highlights that they’ve been working on for the last several years, and you should really check this out, but looking at the accomplishments, Joel, it’s like, wow, fraud offer has been doing a lot behind the scenes and some of these technologies are, are really gonna be helpful in the near future. Joel Saxum: Yeah. Think of Frown Hoffer of your our US com compadres listening. Think of frown Hoffer as and NRE L, but. Not as connected to the federal government. Right. So, but, but more connected to [00:26:00] industry, I would say. So they’re solving industry problems directly. Right. Some of the people that they get funding research from is the OEMs, it’s other trade organizations within the group. They’re also going, they’re getting some support from the German federal government and the state governments. But also competitive research grants, so some EU DPR type stuff, um, and then some funding from private foundations and donors. But when you look at Frow, offerer, it’s a different project every time you talk to ’em. But, and what I like to see is the fact that these projects that they’re doing. Are actually solving real world problems. I, I, I, Alan and I talk about this regularly on the podcast is we have an issue with government funding or supportive funding or even grant funding or competitive funding going to in universities, institutions, well, whoever it may be, to develop stuff that’s either like already developed, doesn’t really have a commercial use, like, doesn’t forward the industry. But Frow Hoffer’s projects are right. So like one of the, they, they have [00:27:00] like the large bearing laboratory, so they’re test, they’ve tested over 500 pitch bearings over in Hamburg. They’re developing a handheld cure monitoring device that can basically tell you when resin has cured it, send you an email like you said, Alan, in case you’re like taking a nap on the ropes or something. Um, but you know, and they’re working on problems that are plaguing the industry, like, uh, up working on up towel repairs for carbon fiber, spar caps. Huge issue in the industry. Wildly expensive issue. Normally RA blade’s being taken down to the ground to fix these now. So they’re working on some UPT tile repairs for that. So they’re doing stuff that really is forwarding the industry and I love to see that. Allen Hall: Yeah. It’s one of the resources that. We in the United States don’t really take advantage of all the time. And yeah, and there’s a lot of the issues that we see around the world that if you were able to call f Hoffer, you should think about calling them, uh, and get their opinion on it. They probably have a solution or have heard of the problem before and can direct you to, uh, uh, a reasonable outcome. [00:28:00] That’s what these organizations are for. There’s a couple of ’em around the world. DTU being another one, frow Hoffer, obviously, uh, being another powerhouse there. That’s how the industry moves forward. It, it doesn’t move forward when all of us are struggling to get through these things. We need to have a couple of focal points in the industry that can spend some research time on problems that matter. And, and Joel, I, I think that’s really the key here. Like you mentioned it, just focusing on problems that we are having today and get through them so we can make the industry. Just a little bit better. So you should check out PES WIN Magazine. You can read this article and a number of other great articles. Go to ps win.com and download your articles today. That wraps up another episode of the Uptime Wind Energy Podcast. Thanks for joining us and we appreciate all the feedback and support we receive from the wind industry. If today’s discussion sparked any question or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and please don’t forget to subscribe so you [00:29:00] never miss an episode For Joel, Rosemary and Yolanda, I’m a hall. We’ll catch you next week on the Uptime Wind Energy Podcast.

Auto Supply Chain Prophets
Wrapping 2025: Farewells, Milestones, and Next Year's Plans

Auto Supply Chain Prophets

Play Episode Listen Later Dec 29, 2025 5:37 Transcription Available


At the heart of The Prophets' vision are “The 24 Essential Supply Chain Processes.” What are they? Find out, and see the future yourself. Click here As 2025 wraps up, the Auto Supply Chain Prophets podcast looks back on its journey and shares thoughts about what's next. Hosts Jan Griffiths, Jim Liegghio, and Terry Onica take a moment to celebrate the podcast's impact, highlighting 15,000 downloads in over 20 countries, and look forward to their 100th episode in 2026, a milestone only a few podcasts achieve.Jim encourages listeners to revisit past episodes to hear how industry leaders think, solve problems, and approach supply chain challenges. Terry shares her retirement from QAD after 23 years, celebrating a career spent promoting supply chain excellence and promising to continue contributing to projects she loves.Jan confirms the podcast isn't going anywhere. In 2026, it will return with a refreshed format and new energy. For now, listeners can check out past episodes, dive deeper into the content on the website, and follow along as the hosts continue sharing conversations that shape the automotive supply chain.Featured on this episode: Name: Jan GriffithsTitle: President and Founder, Gravitas Detroit About: Jan is the architect of cultural change in the automotive industry. As the President & Founder of Gravitas Detroit, Jan brings a wealth of expertise and a passion for transforming company cultures. Additionally, she is the host of the Automotive Leaders Podcast, where she shares insightful conversations with industry visionaries. Jan is also the author of AutoCulture 2.0, a groundbreaking book that challenges the traditional leadership model prevalent in the automotive world. With her extensive experience and commitment to fostering positive change, Jan is at the forefront of revolutionizing the automotive landscape.Connect: LinkedInName: James “Jim” LiegghioTitle: Manager, Customer Experience & Engagement, Automotive Industry Action Group (AIAG)About: Jim is a seasoned supply chain leader with over 25 years of experience, particularly in the automotive sector. His expertise spans a wide range of areas, from hands-on plant-level material and production control to high-level corporate logistics roles at major OEMs like FCA. He has navigated the complexities of international logistics, trade compliance, and cross-functional collaboration, gaining a global perspective that enhances his approach to supply chain management. He excels at working across departments to achieve strategic goals, with a strong focus on optimizing operations and fostering relationships. His work isn't just about logistics; it's about cultivating a culture of continuous improvement, community, and diversity. Throughout his career, Jim has remained committed to lifelong learning, driven by a genuine curiosity and a passion for leadership.Connect: LinkedInName: Terry OnicaTitle: Director, Automotive at

@BEERISAC: CPS/ICS Security Podcast Playlist
The Hidden Reason Most Manufacturing Cybersecurity Programs Fail

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Dec 27, 2025 30:59


Podcast: Industrial Cybersecurity InsiderEpisode: The Hidden Reason Most Manufacturing Cybersecurity Programs FailPub date: 2025-12-23Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationDino sits down with cybersecurity expert Wil Klusovsky to discuss the massive gap between IT security practices and OT reality. With 26 years of experience, Wil shares his unconventional journey into operational technology and reveals why most security tools end up as shelfware on plant floors.They dive deep into the communication breakdown between CISOs and plant operations, the critical role of system integrators and OEMs that IT leaders often ignore, and why the "air gap" myth continues to put manufacturing facilities at risk.Wil breaks down his framework for speaking to boards in language they understand, emphasizing business impact over technical jargon. The conversation covers everything from the challenges of MFA implementation in OT environments to why patching isn't always the answer. They discuss how organizations can build effective OT security programs by making cybersecurity everyone's responsibility - not just IT's problem.Chapters:(00:00:00) - Opening: The $50K Security Investment That Nobody Uses(00:01:00) - Will's Unconventional Journey Into OT Cybersecurity(00:03:45) - The Communication Gap Between IT and OT Teams(00:07:15) - Why Asset Visibility Tools Miss 135% of Your Equipment(00:10:30) - Speaking Board Language: Revenue Loss vs. Technical Jargon(00:13:25) - The Missing Third Leg: System Integrators and OEMs(00:17:30) - Making Cybersecurity Everyone's Job, Not Just IT's Problem(00:21:15) - Why Patching Isn't Always the Answer in OT Environments(00:25:45) - The Reality Check: Physical Security in Manufacturing Plants(00:28:30) - Building a Cybersecurity Program as a Journey, Not a DestinationLinks And Resources:Wil Online LinktreeWil Klusovsky on LinkedInWant to Sponsor an episode or be a Guest? Reach out here.Industrial Cybersecurity Insider on LinkedInCybersecurity & Digital Safety on LinkedInBW Design Group CybersecurityDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Industrial Cybersecurity Insider, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Brian Benstock on Why The Sky Isn't Falling | 2026 Strategy Sessions

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Dec 26, 2025 14:01


Shoot us a Text.Episode #1228: The day after Christmas, Kyle flies solo with Brian Benstock to talk 2026 strategy. Benstock's take: the year will bring “difficulty mixed with opportunities,” and dealers who prepare now—especially around affordability messaging and trade-cycle tech—will be ready when the tide comes in.Benstock is bullish on 2026: lower inflation and easing interest-rate pressure should help affordability, which benefits dealers, OEMs, and the broader economy.He applauds policy moves that reduce EV mandates and questions consumer-subsidized EV incentives, arguing adoption should be driven by product superiority, not taxpayers.“Set up your fishing nets during low tide.” Benstock urges leaders to prepare teams now—process, messaging, and mindset—so they can capitalize quickly when demand rises.Trade-cycle management is the big unlock: real-time equity awareness + timely, personalized offers could move customers like telecom upgrades do—same payment, newest model.The blocker is vendor fragmentation: hundreds of tools that don't integrate, plus “toll booths” that limit data flow. Benstock calls integration the next frontier.0:00 Intro with Kyle Mountsier 1:46 Brian Benstock joins the show 3:26 Why Benstock is bullish on the 2026 economy 7:12 How dealers should prepare during “low tide” 8:36 Why trade-cycle management is the next frontier 12:45 How affordability messaging can grow SARThank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/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/

Creative-Riding Motorcycle Podcast
Episode 382 - The Last Show

Creative-Riding Motorcycle Podcast

Play Episode Listen Later Dec 24, 2025 125:36


We.come to Episode 382 - Th Last Episode? We have: Word of the week Highs & Lows Weird news Bike updates Then we get down to continuing where we left of last week. What are the major OEMs trying to get you to focus on as we wrap up 2025? We analyze some websites and discover what is a common trend and what stands out the most? Show contact info Creative Riding is available on Apple Podcasts, Sound Cloud, Google Play, Tune In, Spotify, etc. Leave the show a rating and review on your favorite podcast app. https://motorcycle-podcasts.com/ Check out our blog: creative-riding.com Contact the show: Discord: https://discord.gg/3kzhhChcUj Email: creativeridingpodcast@gmail.com FB/IG: @creativeridingpodcast Reddit: @Creative_Riding Support the show: patreon.com/creativeriding zazzle.com/store/creative_riding

(don't) Waste Water!
25 Years of Acquisitions Built This Water Tech Powerhouse [M&A]

(don't) Waste Water!

Play Episode Listen Later Dec 24, 2025 64:58


How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show

Kingscrowd Startup Investing Podcast
Robots as a Service: Macrovey's Recurring Revenue Model in the Aisles

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Dec 23, 2025 30:44


Read our Macrovey deal analysis (closed) on KingscrowdRobotics hype is everywhere—but who actually makes robots work on real warehouse floors? In this episode, Chris sits down with Macrovey Director of Business Development Matt Labinski to unpack how Macrovey designs fully autonomous, material-handling systems that act like a warehouse “Robotics OS.” We start with what Macrovey is and isn't (00:03)—the company doesn't manufacture robots, it integrates best-in-class OEMs through proprietary orchestration software. Matt explains the model (00:32): up-front design + install and recurring software/maintenance—plus a Robots-as-a-Service option that lowers CapEx. We dive into who buys (06:28): e-commerce, 3PLs, pharma, defense (U.S. Air Force) and even smaller 10k–100k sq ft facilities. Category context (07:31): warehouse robotics penetration is still surprisingly low; Macrovey targets the SMB/mid-market others ignore. We cover why OEMs and warehouses need an integrator (09:09), the sales cycle and deal sizes (12:22)—from $50k pilots to $3M+ programs—and how modular, mobile systems (25:03) move with demand. Finally, we hit the AI layer (27:31): machine learning that optimizes slotting, picking, and vision-based QA. If you want exposure to warehouse autonomy without betting on a single robot, Macrovey's middle-layer, recurring-revenue approach may be the de-risked way to play it.

The Uptime Wind Energy Podcast
Vestas Buys TPI Assets, GE Supply Chain in Doubt

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 23, 2025 30:53


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

@BEERISAC: CPS/ICS Security Podcast Playlist
When Vehicles Aren't Just Machines: Cybersecurity, Autonomy & What's Next

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Dec 23, 2025 32:40


Podcast: Exploited: The Cyber Truth Episode: When Vehicles Aren't Just Machines: Cybersecurity, Autonomy & What's NextPub date: 2025-12-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAs vehicles evolve into always-connected, software-defined systems, cybersecurity decisions increasingly shape privacy, safety, and trust on the road. In this episode of Exploited: The Cyber Truth, host Paul Ducklin is joined by RunSafe Security CEO Joseph M. Saunders and special guest Sean McKeever, Global Product Cybersecurity Lead at Marelli, for a candid discussion on what it really means to secure modern vehicles. Sean brings deep industry experience to unpack how OEMs and suppliers are navigating data stewardship, autonomous testing, vehicle theft, and diverging global regulations. Together, Paul, Joe, and Sean explore: What constant connectivity means for driver privacy and data stewardshipThe risks of beta-testing autonomous systems on public roadsHow car theft has shifted from physical break-ins to software exploitationWhy U.S. and EU cybersecurity regulations take fundamentally different approachesThe importance of collaboration across OEMs, suppliers, and regulators From RF relay attacks to software-defined vehicles with decade-long lifecycles, this episode highlights why cybersecurity is no longer an add-on but a core design decision shaping the future of mobility.The podcast and artwork embedded on this page are from RunSafe Security, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

MakingChips | Equipping Manufacturing Leaders
At the Boring Bar: Rare Perfection, Real Talk, and the Systems That Separate Top Shops, 500

MakingChips | Equipping Manufacturing Leaders

Play Episode Listen Later Dec 22, 2025 110:35


Some episodes are planned. Others are produced. And then there are episodes like this one—where the setting, the people, and the moment all collide into something memorable. For the 500th episode of MakingChips, the team gathered once again At the Boring Bar for an unfiltered, bourbon-fueled roundtable with leaders from across the manufacturing ecosystem. Recorded live at Roush Yates Manufacturing Solutions during the Top Shops Conference in Charlotte, this special annual episode brings together shop owners, executives, advisors, and industry partners for the kinds of conversations that usually happen after the microphones are turned off. The drinks are poured, the guardrails come down, and the real stories start to flow. What emerges is an honest discussion about what truly separates top-performing shops from the rest. Not hype. Not buzzwords. But culture, systems, communication, and the discipline to do the hard things consistently—especially when cash flow is tight, customers are demanding, and complexity is rising. From benchmarking through the Top Shops survey to navigating OEM power dynamics, cash flow strain, customer communication, and the maturity of manufacturing as an industry, this conversation reflects how far the industry has come—and how far it still needs to go. Along the way, there are laughs, sharp takes, personal stories, and more than a few lessons earned the hard way. This is At the Boring Bar. And for Episode 500, it's exactly where the MakingChips conversation belongs. Segments (0:00) Setting the scene at Roush Yates Manufacturing Solutions during Top Shops (1:47) Introductions from shop leaders, OEMs, advisors, and industry partners (6:14) What actually separates Top Shops from the middle of the pack (10:15) Core values, culture, and leadership maturity (15:57) IMTS, trade shows, and the pressure to bring something new (22:06) Marketing, differentiation, and industry buzzwords (26:00) AI, automation, and separating real value from hype (31:51) Cash flow realities and long payment terms (37:15) OEM power dynamics and positioning as a second source (45:57) Communication as a competitive advantage (55:40) Systems, standards, and operational discipline (1:02:10) Data visibility, professionalism, and rising expectations (1:12:45) Scaling culture, teams, and leadership (1:26:45) Developing people and building trust (1:37:15) Industry maturity and cross-industry learning (1:47:45) Final reflections from At the Boring Bar Resources mentioned on this episode CliftonLarsonAllen (CLA) Top Shops IMTS 2026 Methods Machine Tools Connect With the Guests/Hosts Isaac Burton Jason Davis Nick Goellner Mike Payne Paul Van Metre Jamie Marzilli Leslie Boyd Jon Star Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

Wind Power
Christmas special: What were the biggest industry themes in 2025?

Wind Power

Play Episode Listen Later Dec 22, 2025 15:13


Windpower Monthly editor Ian Griggs and reporters Robyn White and Orlando Jenkinson talk about the issues and themes which defined 2025 for them in this special Christmas edition of the Wind Power podcast.The conversation covered Donald Trump's election in the US and the effect on the country's wind power targets China's runaway ambition on wind technology and build-out and the finances of the major OEMs.Also in this episode, the team talks about some of the stories they enjoyed working on.This episode was produced by Inga Marsden. Hosted on Acast. See acast.com/privacy for more information.

@BEERISAC: CPS/ICS Security Podcast Playlist
Why OT Must Lead the Manufacturing Cybersecurity Conversation

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Dec 21, 2025 30:07


Podcast: Industrial Cybersecurity InsiderEpisode: Why OT Must Lead the Manufacturing Cybersecurity ConversationPub date: 2025-12-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationKatie O'Brien shares her unconventional journey from music teacher to industrial cybersecurity expert, bringing over 25 years of IT experience into the OT world. In this conversation with Dino, Katie discusses the critical gaps in OT cybersecurity—from the lack of university programs teaching industrial security to the disconnect between IT and OT teams. They explore why system integrators and OEMs fail to design cybersecurity into new manufacturing projects from the start, compare it to building cars without safety features, and discuss the emergence of managed services in the OT space. Katie explains how Garland Technology helps organizations get visibility into aging infrastructure with unmanaged switches, and both hosts emphasize the urgent need for the OT ecosystem to drive cybersecurity conversations proactively rather than waiting for IT teams who may never have walked the plant floor.Chapters:(00:00:00) - The Hard Truths About OT Security Nobody Wants to Hear(00:01:06) - Katie's Unconventional Journey: From Music Teacher to OT Cybersecurity Expert(00:04:00) - The Current State of OT Cybersecurity and Future Directions(00:06:00) - The Education Gap: Why Universities Aren't Teaching Industrial Cybersecurity(00:08:00) - The Disconnect Between IT/Security Teams and OT Operations(00:10:00) - Designing Cybersecurity Into New Manufacturing Projects From the Start(00:13:00) - IT Teams Who've Never Walked the Plant Floor(00:16:00) - The Emergence of Managed Services in the OT Space(00:18:00) - Garland Technology: Getting Visibility Into Aging Infrastructure(00:19:00) - Software Defined Automation and the Future of Industrial Control(00:22:00) - Why the OT Ecosystem Must Drive the Cybersecurity Conversation(00:24:00) - The Real Cost of Downtime and Cyber Incidents in ManufacturingLinks And Resources:Katie O'Brien on LinkedInWant to Sponsor an episode or be a Guest? Reach out here.Industrial Cybersecurity Insider on LinkedInCybersecurity & Digital Safety on LinkedInBW Design Group CybersecurityDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Industrial Cybersecurity Insider, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

The Aerospace Executive Podcast
Business Aviation Is Stuck in the Past, This is What It Needs w/ Jack Lambert

The Aerospace Executive Podcast

Play Episode Listen Later Dec 18, 2025 47:52


Private aviation has a reputation problem, and it's not because demand is slow, but because the system behind it is still operating like it's 1998.  Too many operators are stuck in old behaviors: seven brokers on a single trip, opaque pricing, and a customer experience that feels more like chasing down a missing receipt than stepping into a premium service.  We talk about “frictionless” tech in every other industry, but in aviation, friction is still the business model. And yet, the real opportunity in private aviation isn't more luxury, it's more transparency, standardization, and efficiency. The industry doesn't struggle because people don't want to fly. It struggles because the little guys can't scale, the big guys can't personalize, and customers end up paying $100 for a turkey sandwich wrapped like a gas-station snack.  If 90% of operators have fewer than 10 airplanes, how do they compete, maintain safety standards, reduce costs, or deliver anything resembling a modern experience? That's where FlyHouse is flipping the script. Their thesis is simple but radical for aviation: create a unified tech ecosystem, give small operators scale, tie owners and flyers directly to availability, and make safety a cultural standard, not a checkbox.  How is FlyHouse building a marketplace where transparency replaces guesswork, lift becomes predictable, and users can split a $40,000 flight as seamlessly as splitting a dinner bill?  My guest today, Jack Lambert, the CEO of FlyHouse, has spent the last three years building something the industry has resisted for decades: a tech-driven aviation model where operators, owners, and flyers all win.  In this conversation, we break down what it actually takes to modernize a legacy industry, where the real inefficiencies sit, and why culture (not just airplanes) is the asset that determines who survives the next wave of consolidation.   You'll also learn; Why private aviation feels chaotic today, and the hidden friction points customers never see How a tech marketplace with 2,000+ airplanes solves the real bottleneck: lift, not luxury The cultural and behavioral shifts operators must make for safety to actually mean something Why the “Henry” flyer (high earner, not rich yet) is reshaping private travel demand The economics behind brokers, GRPs, and why seven middlemen on one trip destroys value How small operators can access fuel savings, maintenance leverage, and real safety oversight through scale How Flyhouse's split-flight functionality turns private travel into a predictable, shareable, lifestyle product The little details that separate forgettable operators from world-class ones   About the Guest Jack Lambert is the CEO of FlyHouse. He is an industry veteran, widely respected for his leadership and innovation in private aviation. His aviation career is backed by decades of experience, and his personal achievements extend beyond business. A graduate of the University of Massachusetts Boston, Jack was a standout student-athlete, holding records in three sports and earning All-American honors. His exceptional achievements led to his induction into the university's Hall of Fame, further fueling the drive and determination that would later define his leadership in aviation. Building on this foundation of excellence, Jack went on to found and serve as CEO of Jet Access Aviation. Known for his creative vision and hands-on approach, Jack has earned a reputation for reshaping how businesses and clients experience private aviation. At FlyHouse, Jack continues his forward-thinking leadership style. His vision is rooted in the belief that transparency, trust, and putting people first are key to sustainable success. He leverages his deep industry knowledge to drive FlyHouse forward, fostering a culture of innovation while delivering exceptional client experiences. Jack's passion for aviation and unwavering commitment to service have enabled FlyHouse to redefine private flight, offering luxury, convenience, and affordability through a groundbreaking business model that benefits both jet owners and customers. To learn more, visit https://www.goflyhouse.com/ and connect with Jack 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.    Subscribe, Rate & Review Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you! 

The Uptime Wind Energy Podcast
Wind Industry Lifting Innovation with Gregory Kocsis

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 18, 2025 28:06


Allen and Joel are joined by Gregory Kocsis, lifting technology expert, to discuss the gap between European and US crane operations. They cover multi-brand blade handling tools, up-tower cranes, and why the aftermarket service sector is driving innovation in major component replacements. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Allen Hall: Greg, welcome to the program. Joel Saxum: Thank you guys. Nice to meet you. Allen Hall: we have a lot to talk about today. there’s so many heavy lifts. Complex lifts on ships, lifts on, and mountaintops lifts in really odd places. it’s getting more complicated as we go along, and obviously Joel and I talked to a lot of operators and one of the things they complain about more recently is, Hey, we’re having trouble with lifts and we’re having damage that we didn’t have in the past. And it’s complicated, and the access to cranes is more complicated. Everything’s become more complicated. What are some of the issues that you see on the other end of the spectrum, being in that [00:01:00] business? Gregory Kocsis: Yeah. Basically what I see that, so I, I work both, in the last decade in both US and Europe. and I can see that there’s no lack of technologies. there’s a lot of tech that’s, solving a lot of issues. but mostly what you can see that there’s a slight gap. I would say that, There’s two, two prong. the US it seems, some of the farm are really big, and that’s good for scale. but the, technologies are a little bit behind, I would say 10, 15 years sometimes. so that also means that the. The solutions that they use to, to change a blade or change a gearbox or how to lower a full, rotor, it’s always, lower tech and based on practicalities. Joel Saxum: Greg, why do you think that is? Do you think it’s just simply because, yeah, like the eu, so you’ve done a lot of work in the eu, of course, onshore, offshore, and globally. But in the EU it [00:02:00] seems like tighter quarters maybe, harder to get around some of the wind farms. Is, does that drive some of the difference in innovation? Because like you said, you there’s the innovation is there, the tooling is there. The EU has been doing it for a while. It’s just that in the states it seems like we’re more, for lack of a better term, like agricultural about things. It’s kinda Hey, this has worked for 40 years, so this is what’s how we’re gonna do it. Gregory Kocsis: Yeah, it’s always some, nature driven forces are there. So in the, in, for example, if you look at Germany, there’s, a lot of owners and the size of sites are three turbines, four turbines. And if you look at the platform that’s available around turbine is very limited. I was also on a site last year in, North Germany where basically, the truck could park right next to the turbine, but they had to clear some trees, in order to, make sure that they can put the full rotor down. Because since, since they installed it, forest grew, [00:03:00] much, much more. That was another case in, Rotterdam when we were right next to the channel and they had to, close the road. that was, docking. To the ships, back and forth every, half an hour when they had to lift the blade and it was going across the road. So when you’re in situations like this and there’s not a lot of space around the turbines, you have to start thinking that, how can we do this quicker? How can we do this safer? Because you can see that there’s a lot of planning that goes, with this as well. And then you need to make sure that, it’s more predictable, what you’re doing. So I think that. That’s one of the main driver for these technologies. if I put it simple terms that the more single crane operation for MCRs, and technologies that allow a single crane exchange, is, more pushed because of this rather than in the US where you can get maybe two smaller, cranes and then you just sling it, [00:04:00] and then take it down with two cranes. Joel Saxum: Yeah, you’ve got all kinds of space, right? Half of our wind farms are in pasture or farm fields. I wouldn’t say half. We say the majority of our wind farms are in pa pasture, and you’ve got space. The only thing limiting you is, how big the pad is really Right. And bring some cribbing in. You can basically get done with the same technology you’ve been using for cranes for years and years and with that as well, I think that, one of the things we talked about in our kind of, chat off air was. the workforce over here is a little bit different as well. So the workforce over here is sometimes a, a slinger or someone who’s holding a tagline. They got a green hard hat on, and they’re a warm body because they need people, they need help. because we’re doing things at such scale. Whereas in the eu, that’s just not the case. you’re not gonna be allowed to be around operations like that unless you’ve been thoroughly trained for a couple years. And, so, that situation with the workforce is a little bit different. So it’s almost easier to not be [00:05:00]consistently and continuously innovating and training people on new things. But with that, we’re, leaving ourselves behind in the game, right? There’s cost savings to be had, there’s time savings to be had that we’re just not harvesting. Gregory Kocsis: Yeah, absolutely. And as you mentioned that the, benefits in, Europe at these, lower scale, that also allows that, some of these smaller ISPs, they can excel what they’re doing. So they can have a crew of 10, 15 people and they focus on, some turbines, but they. When they do a campaign, that doesn’t mean that they have to go through a hundred turbines. They, do one disassembly or two disassembly or three, and it just stays at that scale. So they can actually manage to get by with the smaller crew and then really, get really experienced, on this. While I think in the US there’s quite a lot of push on. We cannot just do one. Because if you look at the size of sites, there’s [00:06:00] also one site consists between 80 and 120 turbines. And if you draw an an area that, let’s say a two hour driving range that can summarize 2000 turbines. And that also means that when something happens there, you also wanna do it at scale. So you cannot get away with 10, 15 people you need. 30, or you need five, five different crews. And then where can you get these people? How quickly can you train them? And I think that’s actually the good thing is that if we could manage to, to, pull the experience that we have in Europe, that would be good to scale it up because that’s the drawback of Europe, that when you, once you have something great. You cannot scale it up and then put a specialized tool cost above or across, 2000 turbine exchanges. Allen Hall: Is there a movement to bring more technology over from the eu, particularly because, the tools are a little more specialized, [00:07:00] but you’re reducing risk. Is it just that, the larger wind farms, be it in the United States, be it in Australia or there’s a lot of places on the planet where the wind farms are big Brazil. Another case in point, are there cases where it needs to have more technology transfer? They’re doing it a certain way. In Germany, it’s cleaner, more efficient. It takes those people to do it. It’s safer, it’s repeatable. Have we just not broached that yet? Because it doesn’t seem like there’s a lot of technology transfer in terms of lifts from the EU to many other places. Gregory Kocsis: I think the main, if you look at it that what is the driver on this is who’s responsible for an MCR operation. And if you look at the turbine’s lifetime, it’s all about. Who’s, responsible for the service. And in us, typically the turbine, especially next era, likes to buy new turbines with zero, zero involvement from the OEMs they want to [00:08:00] take over from the get go. and then typically in, in Europe we have, 10, 15 or whole, lifetime service contracts. if you look at a pie that who, takes care of the turbine? I would say that. 40% is, in the hands of, the asset owners or ISPs. and that’s also growing. So I think it was, would make that estimated that 40% will, will shift towards, 60. So that, that is the drive that I can see that more of this chunk is getting, getting bigger. And you can see players that are already globally existing, like Deutsche intech, that. That’s quite big in the US and Europe that they started to do that transition, and then take that technology that they could experience in different sites and then put this to the service side. But that’s, the difficult part, that even though that slice is [00:09:00] fairly big, it’s spread across small companies. And as a small company, if you pick one in Denmark or you pick one in the Netherlands, for them to collaborate on a project or assist on a project in US or Australia or Brazil, it’s quite costly. So then the question comes at who’s. Who’s footing the bill? is it the service company? Is it the asset owner? Is the crane company chipping in? Or how is the collaboration working? And there’s no rule of thumb that applies everywhere for these. So it’s case by case that how, big is it? How many turbines are we talking about? What kind of turbines, how far are we out in the service contract? Joel Saxum: It brings in a couple of questions, right? Why are we having this block of, lifting and crane operation innovations? Is it when the OEMs are responsible? They have, they know their say blade types, they know their hub types. They know their MCE, they know their drivetrain components, so they know and they have the designs [00:10:00] and the drawings of what their existing tooling needs would be or how to connect to them. So they’re able to build out these tools that work for them Now. Going from that to being a, say a crane company or an EPC building turbines. You are building multi-brand turbines, multi-brand sites. Not only multi-brand, but multi-unit, different technologies, different blade types. So all of your fixtures need to be different and there’s not very many universal tools out there. how do we get to the point where we can build more universal tools or more tooling that can work for everybody? Gregory Kocsis: Yeah, definitely. I think it’s. The OEMs are holding all the cards, on this one. So that, that also means that when you’re under a service contract, then that means that the OEM as you said, they have the tooling, they have the work procedure, and, in this case, if you try to imagine the MCR, it starts with. What parts do you have to shut down in the turbine? What do you have to disconnect? What do you have to plan on the ground? So [00:11:00] we could isolate it and talk just about the tools. and that was actually part of my work in the previous company that I worked at. We, tried to figure out that what kind of universal tools, can we make for these, purposes, but we also face the fact that many of the ISPs that are coming, they have the demand for, can you give me a Swiss knife that solves everything? And I have nothing from the OEM. So where should we get that? How heavy is that hub? where are the lifting points on the blade? Where is the COG? and then these lack of informations that are difficult together on the market. and the OEM is not really keen to share it either, Allen Hall: but why wouldn’t they want to share that information? Greg? I’m trying to understand where they’re coming from. It would make everybody’s life easier. And lower the cost of operation. If they had standardized lifting points, particularly like generators and gear boxes, that would make a lot of [00:12:00] sense to me. It’s like any other industry where there’s hoists and lifts that are standardized, but in wind, endeavor seems to come across that way. Everybody’s got their own specialized design, don’t they? See the revenue. They could generate from that, that, or the lower the cost that their, customers would have to, put out for lifts and repairs by making it standardized. And, where’s the IEC committees in all this and dvs of the world? Gregory Kocsis: they can definitely see the money, and I think that’s, the big issue, because they, like to earn money as well. So if you look at. What is an OEM earning on selling turbines? Its OTs. What is the OEM Earning on service contracts. That’s where the dough is. So they like these as well, and this is monetizing the market that. They like that they control these kind of information because that drives the, let’s say, the desperate customers to fall back on the [00:13:00] safety net of an OEM service contract. so it would be actually the disadvantage, in the short term, with the current business model. for the OEM if they would open up a little bit more. On the other hand, I think right now we have a lot of, asset owners that grew quite big, like EDP, next era that have, a lot of, turbines. it’s for, many years now. So some of the fleet, if you look at the old vest, V 40 sevens, I think. But NextEra has couple thousands of them. that also means that they have a lot of knowledge on these legacy turbines as well. The knowledge is there, the OEMs, but there’s no clear drive on why should they open up. and there’s a knowledge, bulk of knowledge at the service providers like Deutsche Technique. There’s a bulk of knowledge, with big, asset owners. But this is not shared across and there’s no consensus of, [00:14:00]let’s look at it, how we can, make tools that are better. Because I think the, business model is missing that. How can we make sure that everyone will benefit from this? Joel Saxum: Yeah. It was like we, we talked about off air as well. the, when we talk lifting, what also goes hand in hand with lifting is transportation fixtures. and I’ve heard stories of heavy lift vessels having to completely cut off and reel on new fixtures to ship new blades. And that just seems like what a waste of money, time and effort. of course people are making money doing that, but at the end of the day, that hurts LCOE for wind in energy, right? Because there’s just more cost put into the supply chain that doesn’t. Really need to be there or shouldn’t need to be there. so I, I would like to see us get to the stage where we’re doing, where we have some multi-brand tools or some universal tools in the lifting world. and so that’s a question I wanna ask you then, Greg. we’ve been [00:15:00] talking in generalities around some things. Can you share with us some of these tools that we may not know in the states that exist in the EU that you guys are using? Gregory Kocsis: Yeah, for sure. Yeah. The way I look at it. And then you said it’s also, connected with cranes, is that if you look at some numbers, there’s 35,000 crane call outs globally. Every year where the crane has to go on site and then some of these big things have to be lifted. Now, this is not including the offshore vessels. and that, if you look at these and break down the numbers, you have to lift something that’s big. out of these 35,000, 15,000 would be. Blades or blade bearings. So that means that you have to do something with the blade. You have to take off the blade for the blade’s sake, or you have to take off the blade for the, bearing’s sake. And then the other, tent and, thousand is for the, transformer. so the [00:16:00] generator, and the gearbox, that these are the big things. I think, as you said, blade damage is the most. Particular thing that you shouldn’t break and it’s easy to break is the blades. So that was the primary focus also, with, some of the company that has worked before. So the one of these universal blade handling tools, that we have, different, solutions from, Germany, a couple of them from Denmark, that the premise is that you can have a single crane and then, the blade tool itself. can either adapt, to the blade itself or there’s some slight modifications that you have to do and then it can handle multi-brand. So that would mean that you have one tool and it can handle a range of blades. Allen Hall: That, that seems like an obvious win for an operator or groups of operators in a certain location like Texas where there’s are variety of turbines.[00:17:00] If I had a multi-brand blade lifting tool, why? Why hasn’t that seen wider adoption by a number of operators? Just basically saying, Hey, everybody, throw in 20% of the cost and we’ll just park this tool in the middle of Texas when we need it, we’ll just pull it out. Seems, that seems obvious, but it hasn’t happened. Gregory Kocsis: If, you look at the tech level of such a tool comparing to the tech level that they used to on a daily basis, it’s, that’s where the gap is because if, they have a tool that’s, you start including it, there’s self-balancing system in it, there’s hydraulics in it, and they. Then they know that then someone needs to know about this. Who’s gonna be that? Is it their own guy? Or is someone coming with the tool every time that they use this? On the good side, we can see that, for example, Vestas made their tools for Vestas blades. and then they, instead of, a universal seating, they use [00:18:00] proprietary seating for each blade. you know what you’re. You wanna lift, you prep the tool accordingly, and then it’ll fit so that works for Vestas. And I think more and more crews are, are using these, Vestas technologies, but I think that. The cool thing would be that to have these tools and start using the tools that are not just, for one OEM, but try to utilize these, multi, multi-brand sites and, make sure that, couple of these tools available. So you also have, resilience that if something breaks down that the whole project is not dying. Yeah, I would say the gap based on the tech availability and the learning curve itself, how to do it is, that’s the most thing that holds it back. Joel Saxum: Let me get, your opinion on a couple other technologies here as we’re talking lifting technologies. up tower cranes have been, I wouldn’t say it, it’s not a resurgence, it’s a, it just [00:19:00] splashed under the scene here in the last few years. You got a couple companies doing it and some doing it offshore, some doing onshore. we’ve spoken to a few of ’em on the podcast. What’s your opinion on the usage of these things and where they’re good, where what, what pros, cons they have? What are your thoughts? Gregory Kocsis: I think it’s great. I, back in the day when I was at the Danish Trade Council in 2019, I think it was, back then when RA started to have this project with Aon back then, now RWE, where they bought one, and they said that, We’ll start testing this. We are gonna be the pioneers in this because on paper, it works really nice that you have less containers moving around, less, setup, less footprint of the crane itself. I think with these, if we’re talking about theile cranes, it has its place where it makes. Most sense. So for example, one, one case that I’ve heard that, the [00:20:00] northern, part of the country and also in Canada, there, there could be some times of the year when the roads are shut down and then you cannot carry these heavy loads. and then moving around one of these up tower cranes, it’s easier. so it’s not gonna be delayed by weather. So definitely for these that you would have a case that. For the next six to seven months, your crane is not available because we cannot transport it. Then you can swoop in with this and definitely solve it. it does need some setup time, so when, the site is fairly close, and the pads are close to each other, moving a conventional crane from site to site is actually easier, than p this down and move it to the next. So it also depends on how many, how many turbines do you want to take care of in the region? Joel Saxum: Yeah. I think large campaigns, it’s tougher to justify them for, they don’t work as well. but one-offs, access [00:21:00] issues. smaller, quicker things. they’re definitely a use case for ’em. Gregory Kocsis: Another thing I’ve seen it, I think a year ago it was not in, in Spain, that they also looked at a technology that how you can, for example, lower the blade, utilizing a fixture in the hub, that you just bring this small thing up and use the turbine itself as its own fixture to lower this. And that would mean that you have. a hoist, on the top. And then you just need a smaller mobile crane, on the bottom to tip the blade when it comes down. I think these are also very cool things because that means that you don’t need the whole, big multi, multi container big cranes to, to set up for, the smaller thing. And if you need to take care of one blade, when there’s no unbalanced road or no crazy thing, you just need to do a blade bang exchange. Then this could also save, a lot. But, that [00:22:00] also comes to the same book that this is fairly new and this is even newer than the up tower cranes. So we’re talking about, this is, let’s say in still in the prototype phase when they testing the first editions, in the past two years. Allen Hall: So will we see more, new technology coming outta Europe, or is the demand going to. Drive the technology where there’s turbines going in. I’m thinking of Australia. We’ve talked to some operators there, they’re gonna use some innovative techniques to assemble towers that have been around several years, and no one in Europe really has taken advantage of it in the states, not even thinking about it, but the rapid expansion in large farms in Australia, is that where the hot center’s gonna be for lifting in new technology over the next couple of years? Gregory Kocsis: I would say so, Allen Hall: yeah. Gregory Kocsis: Australia is also an upcoming market for these. but as we talked about what drives this, [00:23:00] it, it will be driven by where is the most independent service provider or where is the most contracts that are run out of the OEM and the asset owner took the liberty that we are gonna take the decision and we are gonna, we are gonna test this. Allen Hall: So that’s just very interesting, look into the industry because I do think. Where Australia is a little bit different is that they have been in mining and big, heavy iron projects forever and they’re not afraid to get involved in heavy lifts. That’s just something that they do all the time versus the middle of Kansas where that doesn’t tend to happen so much. So is the technology moving towards Australia and towards Asia? In general because offshore’s gonna be there, onshore, ISS gonna be there. And what should we expect over the next, couple of years then, in terms of crane and lifting technology, will we [00:24:00] see, just bigger, more massive cranes doing heavier lifts or is it gonna be more innovation? there’s, I Gregory Kocsis: think it’s two sides of this. So there’s always one side where you look at what’s happening with the new installations. And the new installations are driven by bigger. Things, larger things that are more fragile, especially with the blades. so that, that’s the technology that goes there, that how can we, we are really at the transport limit, on, both macel and blades when we’re talking about these new things. So I think the, the. Innovation in that sense will go on that direction. And the new installation that, how can we make these even bigger things to be possible to transport and put together in terms of the, the aftermarket and the old turbines. It’s a very different perspective. and the, you can also see a lot of [00:25:00] innovations there, but the, but the stakeholders are very different, so I, don’t think still that the OEM will be heavily involved in this. and do platform close cross collaborative options. but we are entering a stage where some of these bigger players are also, global. So E-D-P-E-D-F, they, in energy, I think they’re one of the innovative ones. They, they exist across the pond as well. So they’re starting to do this knowledge transfer within, their organizations and that, that. That, that are kick starting some small things. And then you can see the, it’s the neighbor effect when you can see that, oh, it works there, why can’t we get there? so it will slowly, organically grow that way. Allen Hall: I think it’s gonna be an interesting next couple of years because as turbines have gradually gotten larger, the two megawatt turbine, which exists primarily in the United States, [00:26:00] is a dying breed. 3, 4, 5, 6, 7 megawatt turbines are gonna become the standard, and lifts are gonna get more complicated, obviously, and the challenges will be there, but it, seems like we’re. at the time where the lifting technology and the financial aspects are gonna come together, we’re gonna close some of these loops and it will be a better situation for a lot of people. It’s time. And I, think if you’re out, if you’re listening to this podcast and you haven’t looked at some of the lifting technologies, you need to call Greg or get ahold of Greg. And how do they do that? Do they, can they find you on LinkedIn? Gregory Kocsis: Yeah, absolutely. I think the easiest way is to find me on LinkedIn. My contacts are also there, so you can find my emails there or just ping me with a message and then we, and we take it from there. Allen Hall: And it’s Greg Coxs, K-O-C-S-I-S. Make sure you put that in LinkedIn correctly. K-O-C-S-I-S or you’re never gonna find Greg. Greg, thank you so much for being on the podcast because there’s so much happening in [00:27:00] the lifting world. It’s hard to keep track, and it is a global industry, so it’s nice to talk to somebody who’s in touch with all of it. Absolutely. Gregory Kocsis: My pleasure.

Airplane Geeks Podcast
874 Air India 787 Investigation

Airplane Geeks Podcast

Play Episode Listen Later Dec 17, 2025 100:23


We look at the Air India Boeing 787 crash and the friction between investigators, Boom Supersonic's plan for stationary power generation, Spirit Airlines' new labor agreements, the canceled TSA labor contract, DHS purchase of Boeing 737s, ethics and the FAA Administrator, the V-22 Osprey accident rate, A-10 retirement postponement, return of PanAm, and fumes in the cabin. Aviation News Air India Boeing 787 Crash Probe Leads to Tussle Between Investigators India's Aircraft Accident Investigation Bureau (AAIB) and U.S. agencies, such as the NTSB and FAA, investigating the Air India crash have clashed over where and how to read out the flight recorders, access to evidence, and the overall pace and transparency of the investigation. U.S. officials reportedly feared a lack of openness, while Indian officials pushed back strongly against what they saw as outside interference and challenges to their competence. Boeing 787, courtesy Air India. Preliminary technical findings point toward the 787's fuel control switches being moved from “RUN” to “CUTOFF,” starving both engines of fuel shortly after takeoff. Some U.S. sources suspect deliberate pilot action, while Indian authorities have downplayed pilot culpability in public. Source article in the Wall Street Journal: Officials Clash in Investigation of Deadly Air India Crash Air India Admits Compliance Culture Needs Overhaul After Flying Airbus Without Permit, Document Shows An Air India investigation found that one of its Airbus planes conducted eight commercial flights without an airworthiness permit. “Systemic failures” were cited, and the airline admitted it needed to make compliance improvements. Boom Supersonic Secures Breakthrough AI Engine Deal Boom Supersonic is developing the Symphony propulsion system to power its Overture supersonic airliner. At the same time, AI data centers require enormous compute power, and they need energy to do that. Boom says that it will develop the land-based Superpower 42-megawatt natural gas turbine, based on the Symphony engine. If successful, the Superpower would generate a revenue stream and provide operating data. Crusoe Energy has 29 Superpower units on order, with delivery expected in 2027. Major aero‑derivative OEMs offering ground power generation​ include: General Electric, Siemens Energy, Mitsubishi Power, Rolls‑Royce, and Kawasaki Heavy Industries. AvWeek reports that Boom has closed a $300 million funding round, which the company says, together with the AI gas turbine deal, will be sufficient to complete development of the Symphony and initial Overture aircraft. Video: Introducing Superpower: The Supersonic Tech Powering AI Data Centers https://youtu.be/krweC0gvbhM?si=5F4EO-yBlbsjE196 JetBlue A320 narrowly avoids mid-air collision with USAF tanker over Caribbean On December 12, 2025, a JetBlue Airways A320-232 (Flight B61112) left Curaçao bound for JFK airport. Shortly after takeoff, the plane narrowly avoided a collision with a US Air Force refueling tanker. Spirit Airlines Reaches Another Milestone in its Restructuring as Pilots and Flight Attendants Ratify Agreements Spirit Airlines announced the ratification of labor agreements with pilots (represented by the Air Line Pilots Association) and flight attendants (represented by the Association of Flight Attendants-CWA). The two agreements are subject to court approval. 82% of the pilots voted in favor of the contract, which allows temporary reductions in pay rates and retirement contributions effective January 1, 2026. Pay rates are restored through guaranteed increases on August 1, 2028, and January 1, 2029. Company-funded retirement contributions will be fully restored by July 1, 2029. See ALPA Press Release: Spirit Airlines Pilots Ratify Restructuring Agreement. US invalidates union contract covering 47,000 TSA officers, AFGE vows to challenge The American Federation of Government Employees represents airport screening officers and plans to file a lawsuit after Homeland Security Secretary Kristi Noem terminated the collective bargaining agreement. DHS plans to implement a new labor framework on January 11, 2026, when the collection of union dues from TSA officers’ paychecks will cease. TSA said the new labor framework “will return the agency back into a security-focused framework that prioritizes workforce readiness, resource allocation and mission focus with an effective stewardship of taxpayer dollars.” US signs nearly $140m deal to purchase six Boeing 737s for use in deportations The Department of Homeland Security signed a contract with Arlington, Virginia-based Daedalus Aviation Corporation to purchase six Boeing 737 planes for deportation operations. DHS spokesperson Tricia McLaughlin said: “This new initiative will save $279m in taxpayer dollars by allowing ICE to operate more effectively, including by using more efficient flight patterns.” Daedalus Aviation Corporation focuses on turnkey flight operations and specialized charter services for government and high‑stakes commercial clients. They emphasize contingency, evacuation, and other critical missions. Senator says FAA administrator failed to sell multimillion-dollar airline stake as promised Sen. Maria Cantwell (D-Washington) says FAA Administrator Bryan Bedford promised to sell his multimillion-dollar stake in Republic Airways under his ethics agreement, but he has failed to do so. Bedford agreed to sell all his shares within 90 days of his confirmation, but 150 days have now passed. In a letter to Bedford, Sen. Cantwell writes, “It appears you continue to retain significant equity in this conflicting asset months past the deadline set to fully divest from Republic, which constitutes a clear violation of your ethics agreement. This is unacceptable and demands a full accounting.” New V-22 Mishap Reviews Find Material Issues with Osprey, Poor Communication Between Services Two new reports point to faulty parts, poorly understood maintenance procedures, and a lack of communication across the services. The result was a lack of safety and reliability across the Navy, Air Force, and Marine Corps. One report was from the Naval Air Systems Command, and the other was from the Government Accountability Office. Both had been in the works for two years. Twenty people were killed in V-22 Osprey accidents from 2022 to 2024. Congress Postpones A-10 Retirement The A-10 Thunderbolt II (the Warthog) close support aircraft has been on the verge of retirement for years. The National Defense Appropriations Act (NDAA) directs the Air Force to keep at least 103 A-10 aircraft in its inventory until a phaseout in 2029. The NDAA limits retirement plans for other aircraft: KC-10 tankers, the F-15E Strike Eagle, and the E-3 Sentry surveillance plane. Delays in supplying replacements are cited as the reason. Pan Am plans future Airbus A320neo operations as part of Miami launch The “new Pan Am” is a startup effort to revive the Pan American World Airways brand as a U.S. Part 121 scheduled airline. Pan American Global Holdings acquired the rights to the Pan Am brand in 2023. Pan Am intends to deploy Airbus A320neo aircraft as part of its future operations in Miami. There are few details about the executive team, but Ed Wegel is described as a Pan Am co-founder. He is also the founder of AVi8 Air Capital, a niche aviation-focused investment and advisory firm with headquarters in the Miami, Florida area. The company is active in the relaunch of Pan Am, and this year (2025), they completed a comprehensive Pan Am business plan. Boeing Sued By Law Professor After Allegedly Inhaling Toxic Fumes On Cross-Country Flight A law professor who flew on a Boeing 737 aircraft operated by Delta Air Lines last year is suing Boeing, alleging that he suffered serious health issues after being exposed to toxic fumes in the cabin. Mentioned The 10 Best Airports for AvGeeks: Rare Aircraft, Unique Routes, and Niche Airlines Hosts this Episode Max Flight, Rob Mark, and our Main(e) Man Micah, with Erin Applebaum.

The Industrial Talk Podcast with Scott MacKenzie
Ryan Hiss with Better Engineering

The Industrial Talk Podcast with Scott MacKenzie

Play Episode Listen Later Dec 16, 2025 36:31 Transcription Available


Industrial Talk is talking to Ryan Hiss, VP of Sales and Marketing at Better Engineering about "Industrial Parts Washers". Ryan Hiss, VP of Sales and Marketing at Better Engineering, discussed their industrial wash systems on the Industrial Talk Podcast. Better Engineering, founded in 1960, specializes in aqueous parts washers for various industries, including automotive, aerospace, and food and pharmaceutical. Hiss highlighted the importance of cleanliness in manufacturing, noting that their systems can process parts at high throughputs, ensuring quality control. The company also employs sensors to monitor equipment and proactively alert customers to maintenance needs. Better Engineering is expanding into automation and traceability in food and pharmaceutical industries to improve efficiency and sustainability. Outline Introduction and Welcome to Industrial Talk Podcast Scott introduces Ryan Hiss from Better Engineering, highlighting their expertise in industrial washers.Scott suggests an on-site conversation with Ryan to discuss industrial washers further. Discussion on AI and Human Interaction in Business Scott discusses the role of AI in business and emphasizes the importance of human interaction in maintaining trust and engagement.Scott argues that companies need to tell their stories with a human face to build trust and authenticity.Scott shares his experience of creating content that reflects the human side of business.Scott encourages listeners to reach out to Industrial Talk for help in telling their stories effectively. Introduction of Ryan Hiss and Better Engineering Scott introduces Ryan Hiss, VP of Sales and Marketing at Better Engineering, and discusses his background.Ryan shares his journey from Baltimore to California, his education, and his career in software sales before joining Better Engineering.Ryan talks about his father's retirement and his role in taking over the family business.Ryan provides a brief history of Better Engineering, founded in 1960 by his grandfather, and its evolution over the years. Better Engineering's Products and Services Ryan explains Better Engineering's focus on industrial wash systems, also known as aqueous parts washers.Better Engineering offers a variety of wash systems, including small parts washers, conveyor washers, rotary basket washers, and custom units.Ryan highlights the company's work with major space, aerospace, automotive, and food and pharmaceutical OEMs.Ryan discusses the importance of cleanliness in manufacturing and the role of industrial washers in maintaining quality control. Challenges and Solutions in Industrial Washing Ryan explains the need for high-throughput wash systems in automotive and aerospace manufacturing.Better Engineering's systems are designed to meet specific cleanliness standards and are tested using standard equipment.Ryan discusses the flexibility of Better Engineering's wash systems, which are modular by design to accommodate different customer requirements.Ryan shares examples of how Better Engineering modifies existing systems to meet new application needs. Data Collection and AI in Manufacturing Ryan talks about the use of sensors in Better Engineering's wash systems to monitor and maintain equipment.Better Engineering collects data on various parameters, such as vibration, temperature, and chemistry concentration, to ensure optimal performance.Ryan explains the importance of traceability in food and pharmaceutical industries, where data is used to track and verify cleanliness.Better Engineering provides interfaces to send data to

The Uptime Wind Energy Podcast
Ørsted Sells EU Onshore, UK Wind Manufacturing Push

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 16, 2025 38:30


Allen, Joel, and Yolanda recap the UK Offshore Wind Supply Chain Spotlight in Edinburgh and Great British Energy’s £1 billion manufacturing push. Plus Ørsted’s European onshore wind sale, Xocean’s unmanned survey tech at Moray West, and why small suppliers must scale or risk being left behind. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here’s your host. Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall in Charlotte, North Carolina, the Queen City. I have Yolanda Pone and Joel Saxon back in Austin, Texas. Rosemary Barnes is taking the week off. We just got back from Scotland, Joel and I did, and we had a really great experience at the UK offshore wind supply chain spotlight 2025 in Edinburgh, where we met with a number of wind energy suppliers and technology advocates. A Joel Saxum: lot going on there, Joel. Yeah. One of the really cool things I enjoyed about that, um, get together the innovation spotlight. [00:01:00] One, the way they had it set up kind of an exhibition space, but not really an exhibition. It was like just a place to gather and everybody kind of had their own stand, but it was more how can we facilitate this conversation And then in the same spot, kind of like we’ve seen in other conferences, the speaking slots. So you could be kind of one in ear, oh one in year here, listening to all the great things that they’re doing. But having those technical conversations. And I guess the second thing I wanted to share was. Thank you to all of the, the UK companies, right? So the, all the Scottish people that we met over there, all the people from, from England and, and around, uh, the whole island there, everybody was very, very open and wanting to have conversations and wanting to share their technology, their solutions. Um, how they’re helping the industry or, or what other people can do to collaborate with them to help the industry. That’s what a lot of this, uh, spotlight was about. So from our, our seat, um, that’s something that we, you know, of course with the podcast, we’re always trying to share collaboration, kind of breed success for everybody. So kudos to the ORE [00:02:00] Catapult for putting that event on. Allen Hall: Yeah, a big thing. So, or Catapult, it was a great event. I’ve met a lot of people that I’ve only known through LinkedIn, so it’s good to see them face to face and. Something that we’ve had on the podcast. So we did a number of podcast recordings while we’re there. They’ll be coming out over the next several weeks, so stay tuned for it. You know, one of the main topics at that event in Edinburg was the great British Energy announcement. This is huge, Joel. Uh, so, you know, you know, the United Kingdoms has been really pushing offshore wind ambitions for years, but they don’t have a lot of manufacturing in country. Well, that’s all about the change. Uh, great British energy. Which is a government backed energy company just unveiled a 1 billion pound program called Energy Engineered in the uk, and their mission is pretty straightforward. Build it in the uk, employ people in the uk, and keep the economic benefits of the clean energy transition on British soil. 300 million pounds of that is really [00:03:00] going to be focused on supply chain immediately. That can happen in Northern Ireland, Scotland, Wales, and England. It’s a big promotion for the UK on the wind energy side. I see good things coming out of this. What were your thoughts when you heard that Joel Saxum: announcement, Joel? The offshore wind play. Right. It’s like something like this doesn’t happen to economies very often. Right. It’s not very often that we have like this just new industry that pops outta nowhere. Right. We’re, we’re not making, you know, it’s like when, when. Automotive industry popped up in the, you know, the early 19 hundreds. Like that was this crazy new thing. It’s an industrial revolution. It’s all this new opportunity. So offshore wind in, in my idea, same kind of play, right? It’s this new thing or newer thing. Um, and as a government, um, coming together to say, Hey, this is happening. We have the resources here. We’re gonna be deploying these things here. Why would we not take advantage of building this here? I mean. Any politician that says I’m bringing jobs or I’m bringing in, you [00:04:00] know, um, bringing in funds to be able to prop up an industry or to, uh, you know, start a manufacturing facility here or support an engineering department here, um, to be able to take advantage of something like this. Absolutely right. Why offshore this stuff when you can do it Here, you’ve got the people, you have the engineering expertise. It’s your coastline. You’ve operated offshore. You know how to build them, operate ’em, all of these different things. Keep as much of that in-house as you can. I, I mean, we’ve, we’ve watched it in the US over the last few years. Kind of try to prop up a supply chain here as well. But, you know, with regulations and everything changing, it’s too risky to invest. What the, it looks like what the UK has seen over there is, well, we might as well invest here. We’ll throw the money at it. Let’s, let’s make it happen on our shores. The Allen Hall: comparison’s obvious to the IRA Bill Yolanda and the IRA bill came out, what, A little over two years ago, three years ago, roughly. We didn’t see a lot of activity [00:05:00] on the manufacturing side of building new factories to do wind. In fact, there was a lot of talk about it initially and then it. It really died down within probably a year or so. Uh, you know, obviously it’s not a universal statement. There were some industries model piles and some steelworks and that kind of thing that would would happen. But sometimes these exercises are a little treacherous and hard to walk down. What’s your thoughts on the UK government stepping in and really. Putting their money where the mouth is. Yolanda Padron: I think it’s, I mean, it’s, it’s great, right? It’s great for the industry. It’ll, it’ll be a great case, I think, for us to look at just moving forward and to, like you said, government’s putting their money where their mouth is and what exactly that means. You know, not something where it’s a short term promise and then things get stalled, or corporations start looking [00:06:00] elsewhere. If every player works the way that they’re, it’s looking like they’re going to play right now, then it, it could be a really good thing for the industry. Allen Hall: Well, the, the United States always did it in a complicated way through tax policy, which means it runs through the IRS. So any bill that passes Congress and gets signed by the president, they like to run through the IRS, and then they make the tax regulations, which takes six months to 12 months, and then when they come out, need a tax attorney to tell you what is actually written and what it means. Joel, when we went through the IRA bill, we went through it a couple of times actually, and we were looking for those great investments in new technology companies. I just remember seeing it. That isn’t part of the issue, the complexity, and maybe that’s where GB Energy is trying to do something different where there’s trying to simplify the process. Joel Saxum: Yeah. The complexity of the problem over here is like that. With any. Business type stuff, right? Even when you get to the stage of, um, oh, this is a write off, this is this [00:07:00] for small businesses and those things, so it’s like a delayed benefit. You gotta plan for this thing. Or there’s a tax credit here, there. Even when we had the, um, the electric vehicle tax credits for, uh, individuals, right? That wasn’t not something you got right away. It was something you had to apply for and that was like later on and like could be. 15 months from now before you see anything of it. And so it’s all kind of like a difficult muddy water thing in the i a bill. You’re a hundred percent correct. Right. Then we passed that thing. We didn’t have the, the rules locked down for like two years. Right. And I remember we had, we had a couple experts on the podcast talking about that, and it was like, oh, the 45 x and the 45 y and the, the C this and the be that, and it was like. You needed to have a degree in this thing to figure it out, whereas the, what it sounds like to me, right, and I’m not on the inside of this policy, I dunno exactly how it’s getting executed. What it sounds like to me is this is more grant based or, and or loan program based. So it’s kinda like, hey, apply and we’ll give you the money, or we’ll fund a loan that supports some money of with low interest, zero [00:08:00] interest, whatever that may be. Um, that seems like a more direct way, one to measure ROI. Right, and or to get things done. Just just to get things done. Right. If someone said, Hey, hey, weather guard, lightning Tech. We have a grant here. We’d like to give you a hundred grand to do this. Or it was like, yeah, if you put this much effort in and then next year tax season you might see this and this and this. It’s like, I don’t have time to deal with that. Yolanda Padron: Yeah. We might also just change the rules on you a little bit, and then maybe down the line we’ll see where we go. Yeah. It does seem like they’re, they’re setting up the dominoes to fall in place a bit better. This way. Yeah, absolutely. Joel Saxum: That’s a, that’s a great way to put it, Yolanda. Let’s setting up the dominoes to fall in place. So it’s kinda like, Hey. These are the things we want to get done. This is what we wanna do as an industry. Here’s a pool of money for it, and here’s how you get access to it. Allen Hall: A lot’s gonna change. I remember, was it a couple of months ago, maybe, maybe a year ago, time flies guys. Uh, we were just talking about. That on the way home from [00:09:00]Scotland, like how many people have had in the podcast? It’s a lot over 60 have been on the podcast as guests. Uh, one of the people we want to have on is, uh, Dan McGrail, who’s the CEO of Great British Energy because, uh, we had talked about with Rosemary the possibility of building turbines all in. The uk, they have blade factories. All this stuff is doable, right? They have technology. This is not complicated work. It just needs to be set up and run. And maybe this is the goal is to just run, it may maybe not be OEM focused. I I, that’s what I’m trying to sort through right now as, is it vestas focused? Is it GE focused? Is it Siemens Keesa focused? Is there a focus or will these turbines have GB energy? Stamped on the side of them. I would Joel Saxum: see love to see support for sub-component suppliers. Yeah, I would too. Yeah. The reason being is, is like that’s, that’s more near and dear to my heart. That’s what [00:10:00] I’ve done in my career, is been a part of a lot of different, smaller businesses that are really making a difference by putting in, you know, great engineering comes from small businesses. That’s one of my, my things that I’ve always seen. It seems to be easier to get things done. In a different way with a small business than it does to engineering by committee with 50 people on a team faster, sometimes better. Uh, that’s just my experience, right? So I would like to see these smaller businesses propped up, because again, we need the OEMs. Yes, absolutely. But also spread it around, right? Spread the wealth a little bit. Uh, you know, a, a factory here, a factory there, a engineering facility here. The, uh, you know, an execution plant here. Some things like that. I would love to see more of these kind of, uh, spread around like the, like GB energy’s money spreads around, like fairy dust. Just kind of plant a little here, plant a little in this city, make a little here, instead of just lumping it to one or lumping it into one big, um, OEM. And that doesn’t necessarily [00:11:00] have to be an OEM, right? It could be a blade manufacturer that I’m talking about, or. Or a big, big gearbox thing or something like that. We need those things, and I, I’m all for support for them, but I just don’t think that all of its support should go to them. Speaker 7: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind Energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W OM a 2020 six.com. Wind Energy o and m Australia is created by Wind Professionals for wind professionals because this industry needs solutions, not speeches. Allen Hall: If you haven’t booked your tickets to Wind Energy o and m Australia 2026, you need to be doing [00:12:00] that. Today, uh, the event is on February 17th and 18th in Melbourne, Australia. Uh, we’ll have experts from around the world talking everything o and m, and there’s so many good people are gonna be on the agenda, Joel, and a lot of big companies sponsoring this Joel Saxum: year. Allen Hall: You want to give us a highlight? Joel Saxum: Yeah, so like you said, Alan, we have a ton of sponsors going to be there and, and I’d like to say the sponsors. Thank you ahead of time. Of course. Right. We’re, we’re, we’re super excited for them to get involved because as we’ve put this event together. We’re trying to do this no sales pitches, right? So we wanna do this, not pay to play. We want people here that are going to actually share and learn from each other. And the sponsors have been kind enough to get on board with that message and follow through with it. So, like our lead industry sponsor Tilt, uh, Brandon, the team over there, fantastic. Um, they have, they’re, they’re the, their key sponsor here and they’re supporting a lot of this. So the money’s going to applying in experts from all over the [00:13:00] world, putting this thing together. Uh, so we have an, uh. A forum to be able to talk at, uh, C-I-C-N-D-T. From here in the States, uh, we’ve got Palisades, who’s another operator in the, uh, Australian market, uh, rig com. ISP over there doing blade work and it just keeps rolling down. We’ve got squadron on board, squadron’s gonna do one of the coffee carts. Um, so I know that we’ve got a limited bit of tickets left. I think we are 250 in the venue and that’s what the plan is. I think we’re sitting at about half of that leftover. Allen Hall: Yeah, it’s getting close to running out. And I know in Australia everybody likes to purchase their tickets at the last minute. That’s great. And but you don’t wanna miss out because there is limited seating to this event. And you wanna go to WMA w om a 2020 six.com. Look at all the activities. Book some tickets. Plan to book your travel if you’re traveling from the United States or elsewhere. You need a couple of weeks [00:14:00]hopefully to do that ’cause that’s when the airline prices are lower. If you can book a a couple of weeks ahead of time. So now’s the time to go on Woma 2020 six.com. Check out the conference, get your tickets purchased, start buying your airline tickets, and get in your hotel arranged. Now’s the time to do that. Well, as you know, war has been selling off pieces of itself after setbacks in the America market. Uh, sounds like two heavyweight bidders are looking for one of those pieces. Copenhagen Infrastructure Partners and ENG G are allegedly competing for Seds European. Onshore Wind business, a portfolio valued at roughly 1 billion euros. Supposedly the bids are gonna be due this week, although nothing is certain in a billion dollar deals. This is a little bit odd. I understand why Stead is doing it, because they’re, they’re trying to fundraise, but if they do this. They will be essentially European offshore wind only [00:15:00] with some American onshore and a little bit American offshore. Not much. Uh, that will be their future. Are they gonna stay with America one onshore or, and American offshore? Is that a thing? Or they just could, could be all European offshore wind. Is that where Osted is headed? It’s a complicated mix because, you know, they’re, they’re, they’ve negotiated a couple of other deals. Most recently to raise cash. They’re supposedly selling, uh, another set of wind farms. I dunno how official that is, but it’s, it seems like there’s some news stories percolating up out there trying to raise more cash by selling large percentages of offshore wind farms. Where does Joel Saxum: this all end? I don’t know. The interesting thing is like if you looked at Ted, uh, man, two years ago, like if you Googled anything or used a jet, GPT or whatever it was like, gimme the. Three largest wind operators in the world. They were the top three all the time. Right. And, and most valuable. At one point in time, they were worth like, [00:16:00] uh, I don’t wanna say the wrong number, but I, I thought, I thought 25 billion or something like that. They were worth. ATS at one point in time. Market share. Allen Hall: Yeah, Joel Saxum: I think that seems right. So like they, they were huge and it just seems like, yeah, they’re trying to survive, but in survival mode, they’ve just kind, they’re just dwindling themselves down to being just o just a small offshore company. And, or not small, but a small, just a, just a siloed offshore company. A large offshore company. Yeah. Yeah. But I mean, like, even just, there was, there’s another article, um. Today we’re, we’re talking here, CIP and Engie looking to buy their European onshore business. They’ve also are putting up like, uh, was it greater Ang of four in Taiwan for, for sale as well. So, I mean, like you said, where does it stop? I don’t know. Um, CIP is an interesting play. Uh, an Eng, CIP and Engie kind of battling this one out ’cause the CIP management team is a bunch of ex or said people, so they know that play very well. Um, ENGIE of course, being a big French [00:17:00] utility. So that one will sell, right? They’re, their European offshore or onshore assets will be gone shortly. Uh, they’ll be sitting with a bunch of offshore assets that they own and partially own around the world. Uh, and of course their, their, I think their US onshore fleet is about a gigawatt, maybe a and a half. Um, that could be the next domino to fall. You don’t, I, sorry, Yolanda, I used your, your, your, uh, euphemism from before, but, um. That they’re actively parting ways with some stuff. I don’t know when it stops. Allen Hall: It is odd, right? EOR has basically stopped a lot of renewables. Stat Craft has pulled back quite a bit. Another Norwegian company. A lot of the nor Northern European companies are slowing down in wind altogether, trying to stick to onshore for the most part. Offshore will still be developed, but just not at the pace that it needed to be developed. There is a lot of money moving around. Billions [00:18:00] and billions of, of euros and dollars moving. And I guess my, my thought is, I’m not sure from a market standpoint where Orid is headed, or even Ecuador for that matter, besides maybe moving back into oil and gas. They never really left it. The direction of the company is a little unknown because these, uh, news articles about sales. Are not really prefaced, right? It’s just like, all right, Taiwan, we’re selling more than 50% of the projects in Taiwan. We’re out, we’re selling European onshore pow, which there’d been some rumors about that, that I had heard, but nothing was really locked in, obviously, until you really start seeing some reliable news sources. Copenhagen Infrastructure Partners is an interesting play just because it kind of keeps it. Up in Denmark and not in France with Engie. That’s what I’m, in my [00:19:00] head. I’m thinking Sted is not likely to sell it to Engie just because they’re French. This is a national, uh, security issue for Denmark Sted. Is it, I I how Engie is involved in this maybe to help set a, a baseline of what the valuation is so that CIP can then purchase it. Do you see CIP losing this, Joel? Joel Saxum: No, I don’t think so. I think, yeah, I think CCIP has to land with this one and, and CI P’s been building a portfolio quietly, building a, not, I guess not quietly, they’ve been building a portfolio for the last few years. It’s pretty stout, uh, pretty fairly sizable. Right? And it, it’s an interesting play watching this for me because you, you see all these people kind of rotating out. And it, and it has to do with the, the, in my opinion, it has to do with the macroeconomics of things, right? Once, when you develop something and you get through, like in, into the teething pain cycle and all that kind of stuff. [00:20:00] The asset is not designed to have a 50, 70%, you know, margin, right? That’s not how wind works. Wind, wind operates of small margins and a lot of times in the early, a early stages of a project, you end up running into issues that eat those margins away. So when you’re talking about small margins, they’re six to 10% is what you kind of see. Um, and it’s pretty easy to eat away a 6% or a 10% margin. If you have some kind of serial defect you have to deal with, uh, or that, that the OEM’s fighting you on and, and you know, whether or not they take responsibility for it or you have to pay for it. A lot of times those processes can drag out for 12, 24, 36 months until you get made whole. So the early state, the first, you know, five years of a lot of these projects, five to eight years, are very expensive. And then once you get through kind of those things and the thing starts just chugging. Then you actually are starting to make money, and that’s where CIP P’S buying these assets is in that years after it’s gone through its teething pains and the company that developed it is like, man, [00:21:00] we need to get outta this thing. We’ve just been burning through cash. Then CI P’s kinda swooping in and grabbing ’em. And I think that this is another one of those plays. Allen Hall: So they’re gonna live with a smaller margin or they’re gonna operate the assets differently. Joel Saxum: The assets may be being operated better now than they were when they started, just in that, in, they exist, the starting company simply because the, some of the issues have been solved. They’ve been sorted through the things where you have early, early failures of bearings or some stuff like the early fairings of gearboxes. Those things have been sorted out, so then CIP swoops in and grabs them after the, the teething issues that have been gone. Allen Hall: Does evaluation change greatly because of the way horse did, manages their assets? Up or down? Joel Saxum: I would say generally it would go up. Yeah. I don’t necessarily think it’s dependent on o and m right now. I think it’s just a, it’s a time to buy cheap assets, right? Like you see, you see over here in the States, you see a lot of acquisitions going on. People divesting, they’re not divesting because they’re like, oh, we’re gonna make a ton of money off this. They may need the cash. They’re [00:22:00] divesting in, in, um, what’s the term, like under duress? A lot of them, it may not look like it from the outside in a big way, but that’s kind of what’s happening. Yolanda Padron: Yeah, I think it’ll be really interesting to see, uh, you know, there were a lot of layoffs in Ted and Europe as well, so seeing if maybe some of the people who can make those assets perform better. Come back just with a different t-shirt on. Allen Hall: As wind energy professionals staying informed is crucial, and let’s face it difficult. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES wind has the high quality content you need. Don’t miss out. Visit PES wind.com today in this quarter’s, PES Wind Magazine, which you can download a copy at PES [00:23:00] wind.com. There’s an article by Xan and they were, uh, contracted by Ocean Winds to evaluate the sea floor from. The sea floor at Moray West, which is way, way, way up north on the northern end of Scotland. A pretty rough area, Joel. And, but what ex Ocean did was they used unmanned survey equipment to monitor the ocean floor where the mono piles were gonna replace for the Moey West Wind Farm. That is a really difficult area to operate any sort of boat, but. Uh, the reason we’re doing this remotely unmanned was that it, it gave them sort of a, a less costly way to get high resolution images of the sea bottom. This is interesting because ocean wind was developing more a West apparently hadn’t used anything like this before, but the results, at [00:24:00] least from what I can see in PS win, look Joel Saxum: great. Yeah. This is a technology that’s been, um. Man, it’s been under development by a lot of companies in the last six, eight years. And now it’s starting to get to the point where it is, I mean, we’re, we’re TRL nine plus, right? There’s a lot of these solutions out there that are commercially ready. Xans been a top of this list since, man, since I was playing in that oil and gas world, to be honest with you. Like 20 18, 20 17, uh, really cool looking boats. That’s besides the point. Uh, but when they show up at trade shows and stuff with ’em, you’re like, ah, oh, that thing’s neat looking. Um, but it, it, it, it solves all kinds of problems, right? So when you go offshore and you’re just gonna do, say you’re just gonna go out there and do multibeam, so you’re just gonna do echo sound where you’re just looking to see depths and what’s on the sea floor. The minimum kind of vessel you need for that is 10 to 15 meters long. You need probably two to six people on that vessel. And that’s just, if you’re going out doing shift work, if you’re staying out there [00:25:00] and working 24 7, that vessel grows to. 30 meters instantly, right? So now you’re burning thousands and thousands of dollars in fuel. You’ve got food on board. You got all, it’s just a pain to put this vessel out there. You take all of those people out of harm’s way. You take all the costs away and they, and you put two of them, or one or two of them on shore in a facility, and then you put this three meter vessel out there that’s fully autonomous. No people, but collects the same style of data. I mean, it’s a no brainer, right? So you’re getting the same style of data and if, and the thing’s working 24 7, there is no need to have someone sleep. There’s a not a technician issue. There’s not, none of this is, is a problem anymore. Nobody’s getting seasick, right? So you’re sitting, you’re, you’re sitting back on shore, uh, going to work, uh, with no PPE on, um, having a, having a coffee from Starbucks down the street. And you’re running this thing 24 7, you’re collecting all [00:26:00] that fantastic data. Uh, it is just, like I said, it’s a no brainer. Now, now they’re getting to the stage where they’re putting ’em out as swarms, so you can cover whole fields. You’re doing live cable inspections. It’s, it’s pretty fantastic. So Exo ocean’s really making the next generation of robotics o offshore. Allen Hall: Yeah. And that’s gonna drive down the cost of energy. These kind of developments make huge strides in lowering costs, and this is why you need to read PES Win Magazine. So there’s a. Great articles all throughout the magazine. This quarter’s issue is, is Heavy with articles. Get your free copy@pswin.com today. As you know, in the wind industry, survival has always belonged to those who can keep up, uh, and Sorn freeze. Nuon knows better than most with his decades of experience at LM Wind Power and Uzon. He now chairs two Danish subcontractors, Polytech and Jupiter. Bach. Uh, his message to smaller suppliers in, in a recent article is. Pretty blunt. It [00:27:00]says the manufacturers, big OEMs want fewer partners and larger partners who can take on more responsibility. And if you cannot invest and grow with those manufacturers, you’ll be left behind the winners. It says it will be those who stay close to the turbine makers and adapt as the industry evolves. Joel, this is a really interesting discussion that, uh, Soren put out there. Obviously he’s invested in Polytech and Jupiter, Bach, uh, to great suppliers obviously, but small businesses are where a lot of the key technologies have been driven over the last five, six years. In wind, or more broadly the last 20 years in wind, a lot of great technology has come out of places that you wouldn’t have thought of. The OEMs have not been the bastion of innovation. I would say it [00:28:00] is necessary. You have both, wouldn’t you think? You have to have the small business innovation to prove out ideas and to show that they work, but you also have to have the large manufacturers to implement those ideas more broadly without either one of them, nobody wins. Joel Saxum: I fully agree and I think that one of the things that’s a little bit, uh, more of a granular comment there is. I think sometimes you need the OEMs and the other suppliers within the supply chain to open their doors a little bit, right? So this is, this is me wearing my, my small business, small innovative business, uh, in the wind industry cap. And that is, man, sometimes it is hard to get a conversation with a large subsupplier or with an OEM when you have something that can help them. And they just don’t want to communicate, don’t want to help. It’s just our way or the highway kind of thing. And if you watch, like we, so the podcast gives us an kind of, or not [00:29:00] gives us, it forces us to have kind of an op, an opportunity to look at, you know, what are the, what are the financial statements of some of these OEMs? What are the financial statements of some of their large sub-suppliers? You know? ’cause if they’re located in countries where that stuff is public knowledge, you can see how and what they’re doing. And if you, if you look at business in a general way where you rely on one customer or two customers to, for your whole business, you’re gonna be hurting. Um, especially in the way we look at things or what we’re seeing in the wind industry right now is if you’re, if you are a large company to say you do a hundred million in revenue and your customers are ge Vestas. Depending on what happens regulatory wise, in some random country somewhere your a hundred million dollars could shrink to 50 real quick. Um, so I don’t think that that’s a great way to do business. I think, you know, having a bit of diversification probably helps you a little bit. The OEMs Allen Hall: have a particular job to do. They need to deliver turbines onsite on time and create power for their customer. That’s our main [00:30:00] focus. They are a generator. Driven company, they make generators on steel towers with a propeller system basically. Right. Just simplify it way, way down. There’s not a lot of technology in that itself. Obviously there’s control systems, obviously there’s electronics involved, but the concept from this basic fundamentals is not difficult to to grasp. The difficulty is in execution. Showing that that product can last for 20 years, and that product can last in different environments. Australia, United States, up in Scandinavia, Canada, way down south and Brazil. There’s some really rough environments there and the OEMs are relying upon in industry, uh, guidance from like the IECs and then the dvs, uh, uls Tube. Nord. Uh. Bvs where they’re trying to make these turbines comply to a [00:31:00] set of essentially regulations, which just simplify it. You can do that. But as we have seen historically in the wind industry, if you make a turbine that just meets those requirements, you do not necessarily have a successful product. You have a product that is marginal, and as Yolanda has pointed out to me numerous times, there’s a lot of real issues in wind turbines. That probably could have been solved five years ago by small mobile companies with outside of the box ideas that could have given the OEMs a huge advantage, especially in blades. Yolanda Padron: Yeah, and I think a lot of these companies are, they’re looking at things from a different point of view, right? They’re smaller companies. You have people who could know the product, they know the real issue that’s going on on the ground. They know. Kind of what they need to do, what the next step is to move forward in their solution.[00:32:00] Right? But it’s not like it’s a, a company where you need 30 people to sign off before you can go onto the next stage, and then you need 30 more people to sign off before you can get funding to do something else. And so yes, the OEMs are doing a good job in their scope. If they’re meeting their scope, they are doing a good job. You know, if I, if I take like bread and cheese, then yes, I have a sandwich, right? Like, it might not be the best sandwich in the world, but I have a sandwich. So like, they’re making the sandwich and that’s great. But if you want something to, to actually work and to last and to, to give everybody else the, the idea that. You know, wind is profitable and we can all benefit from it. You have to get all those different layers in there, right? You have to make [00:33:00] sure that you know, if you have a big lightning issue, then you get the right people in the room to get that retrofit in there to solve your lightning issue. If you have a big leading edge erosion issue, then you get those right people in the room to solve everything, and it’s not always going to be a one size fits all. Right, but you do need those smaller companies to, to be in the room with you. Joel Saxum: I’m a hundred percent agreeing with you, Yolanda, and I think that this is the issue here is that at some level then an OEM, an OEM engineering head would have to admit that they’re not the end all be all, and that they may have got a couple of things wrong. And what, what I would love to see and who, and maybe maybe ask you this question, who of the major four Western OEMs. Do you think would be open to like an industry advisory board? Nordex, you think it’s Nordex? I think Yolanda Padron: that’s the closest one so far that we’ve seen. Right? Joel Saxum: Yeah. I, I, I agree with you, and I’m saying that because I don’t think any of the other ones would ever admit that they have an [00:34:00] issue, right? They have attorneys and they have problems, Allen Hall: so they really can’t, but I, I think internally they know that they haven’t optimized their production, they haven’t optimized their performance out in the field. They’re trying to improve availability, that’s for sure. Estes has spent a great deal of time over the last year or two improving availability so that the money is being spent. The question is, do they have all the right answers or the overspending to get to the availability that they want to deliver to their customers? That’s a great question because I do think that we we’re just in Scotland and there’s a number of technology companies in the UK that I think, wow, they should be implementing some of these. Ideas and these products that have been proven, especially the ones that have been out for a couple of years, they should be implemented tomorrow, but they’re not yet because they can’t get through the door of an OEM because the OEM doesn’t want to hear it. Joel Saxum: Yeah, agreed. Agreed. Right. Well, well, like I, the, the, the example that keeps popping into my mind is Pete Andrews and the team over [00:35:00] at Echo Bolt, simply because they have a solution that works. It’s simple. They’ve done the legwork to make sure that this thing can be optimized and utilized by technicians in the field around the world. But they, it just like, they haven’t gotten the buy-in from, from whoever, uh, that it seems to be, you know, there’s a hurdle here. Uh, and that hurdle may be the Atlantic Ocean. I don’t know. Uh, but I would love to see, I would love to see their, uh, solution for bolted connections, uh, and monitoring bolted connections kicked around the world because I think you could save. Uh, the wind industry a ton, a ton, a ton of money. And that is an example of a small business full of subject matter experts that made a solution that can solve a problem, whether you’re an OEM or you’re an operator or whatever. There’s there that’s there, utilize them, right? Those are the kind of things that we need in this industry. Yolanda Padron: And it’s also those smaller companies too that will look at your feedback and then they’ll say, oh. Okay, do I need to adjust here? [00:36:00] Did I not focus on this one parameter that your specific site has? Right. And you don’t see that from the OEMs ’cause they have so, uh, they have so many problems that they’re trying to tackle at once that it gets really difficult to, not just to hone in on one, but to, to tell everybody, oh, I, I have this perfect solution for everything. Here you go. Allen Hall: Right. I think there’s an internal conflict in the engineering departments and manufacturing departments of any OEM, regardless if it’s in wind or in any other industry, is that they have a system to make this product and they’re pretty confident in it, otherwise they wouldn’t be doing it. They don’t want to hear outside noise is I, I would describe it as noise. Like, uh, if you have a great solution that would help out their manufacturing process. But I work here, I know how, I know the ins and outs that that new idea by a small company won’t work here. Those [00:37:00] barriers have to be knocked down internally in the OEMs. The OEM management should be going through and saying, Hey, look, if I find me the manager of this operation, if I find a company that could help us and save us money, and you’re being a roadblock, guess what? See ya. Hit the road because there is no way you can let those opportunities pass you by. In today’s marketplace, you need to be grabbing hold of every opportunity to lower your cost, to improve your product availability, to improve your relationship with your customers. How do you do that? Quickly, you look at the companies that are providing solutions and you grab them, grab them, and hold on for your life and listen to what they have to say because they have probably done more research into your product than your people have. That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. If you [00:38:00] found value in today’s discussion, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you here next week on the Uptime Wind Energy Podcast.

The Cam & Otis Show
Solving Complex Challenges with Precision and Passion - Josh Tarbutton | 10x Your Team Ep. #455

The Cam & Otis Show

Play Episode Listen Later Dec 13, 2025 52:56


Ever wondered how an engineer's mindset can transform complex challenges into innovative solutions? In this conversation with Josh Tarbutton, PhD, PE, founder of Bravo Team, Cam and Otis explore the intersection of engineering excellence and entrepreneurial spirit."Engineering is about solving problems," Josh explains, drawing from his extensive experience as a military veteran, professor, and now leader of a premier engineering firm. From discussing the importance of custom machine design and automation to sharing insights about the Hero's Journey in professional development, this episode offers a deep dive into the world of advanced R&D.What makes this conversation particularly valuable is Josh's unique perspective on leadership and innovation. "The best solutions often come from understanding the narrative," he shares, emphasizing the role of storytelling in engineering and business. Whether you're an aspiring engineer, a business leader facing technical challenges, or simply curious about the future of automation, Josh's insights provide a roadmap for navigating complex problems with creativity and precision.More About Josh:Joshua Tarbutton, PhD, PE is an engineer, entrepreneur, and U.S. Army veteran, leading Bravo Team, a premier engineering firm specializing in custom machine design, automation, and advanced R&D. With a BSME from Georgia Tech and an MS andPhD in Mechanical Engineering from Clemson University, he spent nearly a decade as a professor, earning tenure at UNC Charlotte, publishing 53 research papers and securing millions in research funding. His eight years of military service instilled a disciplined, problem-solving mindset that drives his leadership. He is an Entrepreneur Organization member, where he has served as an Accelerator Coach and board member. Founded in 2018, Bravo Team partners with Fortune 500 companies, OEMs, and industrial manufacturers to solve complex engineering challenges. The firm excels in machine design, automation, PCB development, and software engineering, providing custom-built solutions where off-the-shelf options fall short. Joshua is dedicated to advancing engineering excellence, transformative automation, scalable innovation for industry leaders, and helping people find their narrative in the Hero's Journey.#10xyourteam #LeadershipDevelopment #EngineeringMindset #ProblemSolving #InnovationCulture #EntrepreneurialLeadership #VeteranLeaders #AutomationSolutions #AdvancedEngineering #RAndDInnovation #BusinessGrowthStrategiesChapter Times and Titles:From Military Service to Engineering Leadership [00:00 - 10:00]Introduction to Josh Tarbutton and Bravo TeamThe journey from Army veteran to engineering entrepreneurHow military discipline shapes problem-solvingCustom Solutions for Complex Challenges [10:01 - 20:00]The importance of custom machine design and automationWhy off-the-shelf solutions often fall shortPartnering with Fortune 500 companies for innovationThe Hero's Journey in Engineering [20:01 - 30:00]Understanding the narrative in problem-solvingHow storytelling enhances engineering solutionsThe role of the Hero's Journey in professional growthAdvancing Engineering Excellence [30:01 - 40:00]Josh's experience as a professor and researcherThe impact of publishing and securing research fundingBuilding a culture of innovation at Bravo TeamLeadership and Innovation in Practice [40:01 - 50:00]Balancing technical expertise with entrepreneurial visionLessons from serving as an Accelerator CoachEncouraging scalable innovation in industry leadersConnecting with Bravo Team [50:01 - End]How to learn more about Bravo Team's servicesFinal thoughts on engineering and entrepreneurshipContact information and resources for further explorationJosh Tarbuttonhttps://www.link

@BEERISAC: CPS/ICS Security Podcast Playlist
How OT Managed Services Are Revolutionizing Industrial Cybersecurity

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Dec 13, 2025 34:02


Podcast: Industrial Cybersecurity InsiderEpisode: How OT Managed Services Are Revolutionizing Industrial CybersecurityPub date: 2025-12-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationDino sits down with industrial automation and industrial cybersecurity expert Kevin Kumpf, fresh off the floor of Rockwell Automation Fair 2025. They discuss why OT managed services are finally becoming viable for manufacturing, the critical 80/20 split between people and technology challenges, and how the industry's "silver tsunami" of retiring talent is forcing a reckoning. Kevin shares insights on building unified platforms that can manage everything from 30-year-old paper tape systems to AI-powered smart factories, why IT's "patch now" mentality fails in OT environments, and how the DG 360 platform is delivering true cyber-physical convergence today - not tomorrow. They discuss the reality that most OT cybersecurity tools only discover 30% of plant assets, the importance of human-in-the-loop decision making, and why the OT ecosystem - not IT - must drive the managed services revolution. This is a must-listen for anyone struggling with the complexity of protecting and managing modern manufacturing facilities.Chapters:(00:00:00) - Introduction and Rockwell Automation Fair Recap(00:01:43) - The OT Managed Services Evolution and Rebranding(00:04:15) - The Three-Legged Stool: IT, OT, and OEMs(00:07:32) - Point Solutions vs. Unified Platforms in Manufacturing(00:10:45) - The DG 360 Vision: 360-Degree Plant Visibility(00:14:28) - The Silver Tsunami and Training Challenges(00:18:22) - Alert Fatigue and Actionable Intelligence(00:22:45) - Software Defined Automation and Legacy Systems(00:26:18) - Why OT Must Drive the Cybersecurity Conversation(00:30:35) - Real-Time Demo and Implementation ReadinessLinks And Resources:Kevin Kumpf on LinkedInWant to Sponsor an episode or be a Guest? Reach out here.Industrial Cybersecurity Insider on LinkedInCybersecurity & Digital Safety on LinkedInBW Design Group CybersecurityDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Industrial Cybersecurity Insider, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Autoline After Hours
AAH #771 - How OEMs Got the EV Thing So Wrong

Autoline After Hours

Play Episode Listen Later Dec 12, 2025 65:32 Transcription Available


TOPIC: Electric Vehicles PANEL: Patrick Anderson, CEO, Anderson Economic Group; Jacqueline Charniga, The Detroit Free Press; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

State of the Fleet Industry
ZM Trucks CEO on Building a U.S. Commercial EV Brand

State of the Fleet Industry

Play Episode Listen Later Dec 12, 2025 6:11


Joost de Vries, CEO of ‪@ZMTrucks‬ , discusses the company's U.S. entry strategy, product lineup, and how it will stand out in the crowded electric truck market.In this episode of Automotive Fleet's On the Move, we sit down with Joost de Vries, CEO of ZM Trucks, a new player bringing commercial EV trucks to the U.S. market. From their global roots to their North American ambitions, de Vries explains how ZM Trucks plans to deliver reliable, purpose-built EVs that fleets can adopt today.We cover topics like product development, charging solutions, fleet partnerships, and how ZM is preparing for the competitive landscape ahead. If you want to know where the EV truck market is headed — and how a new brand intends to carve its niche — this conversation is for you.

The Aerospace Executive Podcast
Thin Film Solar Panels Unlock Maneuverability Without Regret in Space w/ Paul Warley

The Aerospace Executive Podcast

Play Episode Listen Later Dec 11, 2025 33:53


Most people talk about space power like it's a solved problem. Big arrays, rigid panels, high-efficiency silicon; the same architecture we've been flying for decades.  But the more you look at where national security and commercial space are headed, the clearer it becomes: our power systems weren't designed for the missions we're trying to execute today. Space is no longer a passive environment. It's dynamic, congested, competitive, and increasingly contested. If you're operating a satellite that needs to reposition, evade, maneuver, or maintain persistent awareness over the oceans, every kilogram of mass and every square inch of surface area starts to matter. Traditional solar arrays generate plenty of power, but they come with a hidden cost: fragility, deployment complexity, and a form factor that locks spacecraft into decisions they can't easily undo. Thin-film solar panels change that. When you can generate meaningful power without rigid wings. When your power source can be wrapped around a body, integrated into a surface, or rolled out without fear of shattering, Maneuverability becomes an asset instead of a liability.  High-radiation orbits are more viable, high-voltage architectures make sense, and persistent maritime sensing becomes more realistic. And the same characteristics that matter in orbit start unlocking terrestrial defense applications as well. What are some of the new opportunities arising for thin-film solar? How are they able to ability to fulfill smaller, specialized, high-value orders quickly? In this episode, I sit down with the CEO of Ascent Solar, Paul Warley. We talk about how thin-film is reshaping what's possible in orbit, why defense customers are paying attention, and how a microcap manufacturer found itself aligned with some of the biggest trends in national security and space power.   You'll also learn; Why maneuverability is becoming the real strategic advantage in orbit How thin-film's flexibility and high-voltage capability unlock new spacecraft architectures Why reaching 12–13% efficiency is a tipping point that suddenly makes thin-film viable for LEO, MEO, and even high-radiation GEO missions. How defense customers are rethinking power as mission profiles shift Why thin-film's resilience in high-radiation and atomic oxygen environments gives it advantages that silicon can't match. What the increasing launch cadence means for power requirements, mass budgets, and the economics of spacecraft design. How decades of sunk R&D and process knowledge create a moat that would be difficult and expensive for new entrants to replicate. Where Paul sees thin-film fitting into the future of both defense and space operations, from niche platforms to major programs. About the Guest Paul Warley is the President and CEO of Ascent Solar, a small microcap company in Colorado. Ascent's thin-film is the solar power solution for scenarios where traditional rigid panels won't work. Ascent brings together 20+ years of R&D, 17 years of manufacturing experience, numerous awards, and a comprehensive IP and patent portfolio to cement its leadership in the photovoltaics market. To learn more, visit https://ascentsolar.com/.  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.  Subscribe, Rate & Review Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you!   

The Uptime Wind Energy Podcast
Morten Handberg Decodes Blade Damage Categories

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 11, 2025 28:40


Morten Handberg, Principal Consultant at Wind Power LAB, returns to discuss blade damage categorization. From transverse cracks and leading edge erosion to carbon spar cap repairs, he explains what severity levels really mean for operators and why the industry still lacks a universal standard. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Morten, welcome back to the program. Thanks, Allen. It’s fantastic to be back again. Boy, we have a lot to discuss and today we’re gonna focus on categorization of damage, which is a super hot topic across the industry. What does a cat five mean? What does a category three mean? What does a category 5.9 I’ve I’ve seen that more recently. Why do these defect categories matter? Morten Handberg: Well, it matters a lot because it really tells you as, uh, either an OEM or as an operator, how should you respond to your current blade issue. So you need to have some kind of categorization about what the defect type is and what the severity is. The severity will tell you something about the repairability and [00:01:00] also something about the part of the blade that is affected. The type of the defect tells you something about what is the origin From an operational point of view, it doesn’t make as much sense in a way because you really just wanna know, can this be repaired or not? You know? And you know, what does it need to repair? That’s what you need, what you really need to focus on as an operator, whether it’s then del elimination, erosion, peeling. Uh, transverse cracks, it’ll all come down to repairs. It does matter for you because it will tell you an underlying, you know, are there reason why I’m keep seeing all these damages? So that’s why you need to know the category as well. But purely operational. You just need to know what is the severity side know, what does it take to repair it? Allen Hall: So as the operator, a lot of times they’re getting information from different service providers or even the OEM. They’re getting multiple inputs on what a damage is in terms of a category. Are we getting a lot of conflicting information about this? Because the complaint from [00:02:00] I hear from operators is the OE EMM says this is a category four. The ISP says is a category five. Who am I to believe right Morten Handberg: now? Well, there is a lot of, a bit different opinions of that. It almost becomes a religious issue question at some point, but it, it really dives down to that, you know, there is no real standardization in the wind industry. And we’ve been discussing this, uh, I wanna say decades, probably not that much, but at least for the past 11 years I’ve been, been hearing this discussion come up. Uh, so it’s, it’s something this was just been struggling with, but it also comes down to that. Each OEM have their own origin. Uh, so that also means that they have trended something from aeronautics, from ship building industry, from, you know, uh, from, from some other composite related industry, or maybe not even composite related. And that means that they are building their own, uh, their own truth about what the different defects are. There is a lot of correlation between them, but there is still a lot of, lot of tweaks [00:03:00] and definitions in between and different nomenclature. That does add a a lot of confusion. Allen Hall: Okay, Morten Handberg: so Allen Hall: that explains, I mean, because there isn’t an industry standard at the moment. There is talk of an industry standard, but it does seem like from watching from the outside, that Europe generally has one, or operators specifically have one. Uh, EPRI’s been working on one for a little while. Maybe the IEC is working on one, but there isn’t like a universal standard today. Morten Handberg: There is not a universal standard. I mean, a lot of, a lot of OEMs or service providers will, will, will claim that they have the standard, they have the definition in wind power lab. We have our own. That we have derived from the industry and in, in general. But there is not an, uh, an industry agreed standard that everyone adheres to. That much is true. You could say in Europe, a lot of owners have come together, uh, in the Blade Forum, and they have derived, there’s a standard within that. Um, uh, and with a lot of success, they’d written, the [00:04:00] Blade Hamburg I think was very helpful because it was operator driven, um, approach. Allen Hall: So there is a difference then between defects that are significant and maybe even classified as critical and other defects that may be in the same location on the blade. How are those determined? Morten Handberg: The way that I’ve always approached is that I will look at firstly what kind of blades type it is. So how is it structured? Where are the load carrying elements of the blade? That’s very important because you can’t really say on a business V 90 and a Siemens, uh, 3.6 that the defect in the same position will mean the same thing. That’s just not true because they are structured in very different ways. So you really need to look at the plate type just to start with. Then you need to look at, is it in a. In a loaded part of the blade, meaning is it over the, the load carrying part, um, uh, laminates? Is it in a, in a shell area? And you know, what is the approximate distance from the roof? Is that, that also tells you something [00:05:00] about the general loads in the area. So you know, you need to take that into consideration. Then you also need to look at how much of the blade is actually affected. Is it just surface layers? Is it just coating or is it something that goes, uh, through the entire laminate stack? And if that is on the, on the beam laminate, you’re in serious trouble. Then it will be a category five. If the beam laminate is vectored. And if you’re lucky enough that your blade is still sitting on the turbine, you should stop it, uh, to avoid a complete BA bait collapse. Uh, so, so you need, so, so that, you know, you can, that, that is very important when you’re doing defect categorizations. So that means that you need Allen Hall: internal inspections on top of external Morten Handberg: inspections. If you see something, uh, that is potentially critical, then yeah, you should do an internal inspection as well to verify whether it’s going through, um, the entire lemonade stack or not. That that’s a, that’s a good, good, good approach. Um, I would say often, you know, if you see something that is potentially critical, uh, but there is still a possibility that could be repaired. Then I might even also just send up a repair [00:06:00] team, uh, to see, you know, look from the outside how much of the area is actually affected, because that can also pretty quickly give you an indication, do we need to take this blade down or not? Sometimes you’ll just see it flat out that, okay, this crack is X meters long, it’s over sensitive area of the blade. You know, we need to remove this blade. Uh, maybe when, once it’s down we can determine whether it’s repairable or not, but. We, but it’s not something that’s going to be fixed up tower, so there’s not a lot of need for doing a lot of added, um, add added inspections to verify this, this point. Allen Hall: Let’s talk about cracks for a moment, because I’ve seen a lot of cracks over the last year on blades and some of them to me look scary because they, they are going transverse and then they take a 90 degree and start moving a different direction. Is there a, a rule of thumb about cracks that are visual on the outside of the blade? Like if it’s how, if they’re [00:07:00] closer to the root they’re more critical than they’re, if they’re happening further outers or is there not a rule of thumb? You have to understand what the design of the blade is. Morten Handberg: Well, I mean the general rule of thumb is transfers cracks is a major issue that’s really bad. That’s, uh, you know, it’s a clear sign, something. Severely structural is going on because the transverse crack does not develop or develop on its own. And more likely not once it starts, you know, then the, uh, the, the strain boundaries on the sides of the cr of the crack means that it requires very little for it to progress. So even if in a relatively low loaded area with low strain, once you have a, a transverse crack, uh, present there, then it will continue. Uh, and you mentioned that it’s good during a 90 degree. That’s just because it’s doing, it’s, it’s taking the least path of the path of least resistance, because it’ll have got caught through the entire shell. Then when it reaches the beam, the beam is healthy. It’s very stiff, very rigid laminate. So it’s easier for it to go longitudinal towards the [00:08:00] root because that’s, that, that, that’s how it can progress. That’s where it has the, uh, you know, the, the, the strain, uh, um, the, the strain high, high enough strain that it can actually, uh, develop. That that’s what it would do. So transverse cracks in general is really bad. Of course, closer to root means it’s more critical. Um, if there is a crack transverse crack, uh, very far out in the tip, I would usually say, you know, in the tip area, five, 10 meter from the tip, I would say, okay, there’s something else going on. Something non load related. Probably causes, could be a lightning strike, could be an impact damage. That changed the calculation a little bit because then, you know, it’s not a load driven issue. So that might give you some time to, you know, that you can operate with something at least. But again, I, I don’t want to make any general rules that people then didn’t go out and say, well, I did that, so, and, but my blade still broke. That’s not really how it works. You need to really, you need to, to, uh, look at cracks like that individually. You can’t make a a common rule. Allen Hall: Another [00:09:00] area, which is under discussion across the industry are surface defects and there are a variety of surface defects. We’re seeing a lot of hail damage this year. Uh, that’s getting categorized as lightning damage. And so there’s obviously a different kind of repair going on. Hail versus lightning. Are there some standards regarding surface defects? Uh, the visuals on them? Is there a guideline about Morten Handberg: it? Well, I mean, uh, some of the, uh, some of the, how do you say, omic couture, some of the, uh, some of the standards, they do provide some guideline to determine which surface kind of surface defect it is, you could say, on the operational points, as long as it’s surface related. Then the repair methodology is the same, whether it’s peeling, erosion, voids, chipping scratches, the repair is the same. So that in principle does not change anything. But in the reason why it matters is because we need to understand the [00:10:00] underlying issue. So if you have lot of peeling, for instance, it means you have a very low quoting quality, and that is something that is either post post repair related or it’s manufacturing related, depending on the blade, on the age of your blade. So that’s very important for you to know because if you have peeling somewhere, then more likely than not, you’ll also have have issues with it elsewhere because, you know, tend to, they tend to follow each other, you know, coding quality issues. So that’s a good thing to know for you as an operator that you, this is just one of many, erosion is important, but often gets miscategorized because erosion is a leading edge issue. Um, so we only see it on the, on the very edge of the leading edge. So approximately 40 millimeter band. That’s typically what we see, and it’s straight on the leading edge. So if someone’s claiming that they see lead, leading edge erosion on the, on the pressure side, shell or ide, shell, it’s miscategorizing because that’s what you, that’s not why they have to have the ring. Uh, impacts ring can still, still [00:11:00] hit the shells, but when it hits the, the, the shell areas, it will ricochet because it hits it at an angle. Leading edge gets straight on. So it gets the entire impact force and that’s why you get the erosion issue because of, of fatigue essentially. Uh, coding fatigue. So that’s very important. There is something that you know you can really utilize if you just know that simple fact that it’s always a leading edge, it’s always uniform. It, you can track that. And if you have leading edge erosion in one area, you will have it in the entire wind farm. So you don’t need to do that much inspection to determine your erosion levels, voids, pinholes. They are manufacturing driven because they are driven by either imperfections in the coating, meaning you have a sand, grain dust, or you had, uh, air inclusions underneath your coating. And they will weaken the structure. And that means that, um, rain effect or other effects causing strain on your coating will accelerate a lot faster. So they will develop and create these small, um, yeah, uh, how do you [00:12:00] say, small defined holes in your coating. So that’s why it’s important to know. But if you’re running a wind farm 15 years, 10 years down the line. Then it’s more important for you to know that it’s a surface defect and you need to fix it by doing coating repair. You don’t need to think so much about the, the underlying issue, I would say. Allen Hall: Okay. I think that’s been miscategorized a number of times. I’ve seen what I would consider to be some sort of paint adhesion issue because it’s sort of mid cord and not near the leading edge, but sometimes it just looks like there’s massive peeling going on and maybe, uh, it’s easy to assume that maybe is erosion. It’s just a weak adhesion of paint. That that’s what you’re saying? Morten Handberg: Yeah. If it’s, if it’s midspan, if it’s shell related, then it’s, it’s a, it’s a coating quality related issue. It doesn’t really have anything to do with erosion. Um, you could say erosion. We can, we can, we can, uh, we can look at in, in, in two areas. So you have the out or third of the leading edge. [00:13:00] That’s where you would have the theoretical leading edge erosion breakdown, because that’s where you have rain impact high enough that it will cause some kind of degradation, but that all of your leading edge will suffer in the same way because the tip speed of the outer four meters of your blade. Versus the re the other, you know, uh, 10, 12 meters depending on length of your blade. Sometimes it’s a lot longer, but they are getting degraded in a much different way. So the out of pew meters, they can get what’s called structural erosion. So that means that the erosion goes fast enough and it’s progressive enough that you can start to damage the laminate underneath. You won’t see that further in because the, the impact is just not that great and you will likely not see structural erosion over the lifetime, but the out a few meters, that’s important. And that’s where you need, need to focus your, that that’s where you need to pay attention on what kind of materials you add because that can save you a lot of repair, re, re repair. And, uh, down the line, how do you categorize Allen Hall: leading edge erosion? A lot of [00:14:00] times I see it, uh, from operators. Let’s say it’s, uh, category four because it’s into the fiber. But is it always a structural issue? Is there a lot of loading on the leading edges of these blades where you would have to come back with structural applies to repair it? Or is it just a aerodynamic shape and does it really depend upon who the OE Em is? Morten Handberg: Well, I mean, I’ve seen erosion category five as well, and I think it’s a mis misinterpretation. I think it’s, you know, people are trying it to raise awareness that, hey, there was a serious issue with erosion, but it’s a wrong way to use the severities. Because if we look at severity five, severity five, if you have a critical issue, your blade is about to come down if you don’t do anything. So category five means you need to stop your turbine. Maybe you can repair it, but that really depends on the, uh, on what is damaged by, on, on, on the blade. And you can determine that once you removed it and looked at it on, on, on the ground. But you need to stop. Category four is a severe structural damage. It’s not something that [00:15:00] is causing an immediate threat, but it’s something that will progress rapidly if you don’t do anything. So here you need to look at the damage itself. So how does it affect the structure and can you operate it curtailed, uh, or can you operate it, uh, or can you operate normally and repair it within a short time window? That’s what you can use because it’s something that is. Uh, that can, that can develop into an, into an imminent issue if you don’t react to it. Severity three is more for your, is more your annual maintenance schedule. So that is your, your minor structural damages and it’s your erosion issues. So that’s something that there is a severity Three, you need to look at it for next year’s budget. Severity two means that. Something that’s gradually degradating your coating on the blade, but it’s not something that means anything at this point in time. So one is your coating, is your surface damage or minor surface damage. Pinholes uh, contamination. It’s really light issue, so it’s not something you really need to consider. So. [00:16:00] Severity ones, you, you really mean that, that it’s, you don’t need to think about this anymore. You know, it’s, it’s not an issue. So erosion will fall typically within severity two to severity four. Severity four being you have a hole in your blade from erosion, basically. Uh, because you can still have structural degradation of deleting it and still being a severity three, because it does not really change your maintenance cycle in any, in any way. You don’t need to do anything immediate to fix it. Um, so that’s why I would put most of erosion defects in severity three and just say, okay, it’s something we need to plan a leading edge, a leading edge ERO repair campaign next year or the year after, depending on the severity of it. That’s why, how I, I would approach, Allen Hall: that’s good insight, because I do think a lot of operators, when they do see a hole in the leading edge, think I have to stop this turbine. But at the same token, I have seen other operators with holes. I could put my fist through. That are continuing to use those blades and they will say, it’s not structural, it’s not [00:17:00] great aerodynamically, but the, we’re still making power here. We’re still making rated power. Even with the hole and the leading edge, it’s not going to progress anymore. It’s a, it’s a, it’s a progression that we understand. That’s how they describe it. It will get worse, but it’s not gonna get catastrophic worse. Morten Handberg: I mean, if you run it long enough, at some point, something secondary will happen. Sure. But again, that’s also why we use the severity four category for erosion, where you have severe structural degradation because it does starting to mean something for the integrity of the blade. It will not mean that it’s coming down right away when you see a hole in the blade from erosion. That’s, that’s the entire purpose of it. But it does it, you use it to raise awareness that there is something you need to look at imminently or at least react to, uh, and make a plan for. You can’t just pull, you can’t just delay it until next year’s, uh, maintenance campaign. We have an active issue here, so that’s why I think severity four applies to erosion. That has penetrated all structural layers. Allen Hall: Are there some [00:18:00] blade damages that are just can’t be repaired or, or just have too much difficulty to repair them, that it’s not worth it? And how do you know? How do you understand? That blade is not repairable versus the one next to it which looks similar, which can be repaired. What goes into that assessment? Morten Handberg: So one is, is the, is the beam laminate damaged? If it is, then uh, either it comes down to a commercial decision. It’s simply not fixable and, and restoring it in, you know, restoring it back, uh, to original form ship. And there’s also the, the, uh, the, ever, ever, ever, ever, ever, uh, returning element of carbon fiber, because carbon fiber adds another level of complexity repairs, because you’re so dependent on the pristine quality of the carbon for it to, to, for, to utilize the, the, uh, mechanical strength of carbon. And if you, if you don’t apply it in the right way, then you can create some high stress zones. Where, you know, the [00:19:00] cure is as bad as the disease really. So that’s why you have to be extra careful with carbon repairs. But they can be done. But it, you know, it really comes down to a commercial decision then. So in principle, unless the blade is deformed, uh, or, or, or damaged in such a way that you have to remove a large part of the s shell lemonade in a loaded area, then most things they can, in principle, be repaired. It’s just a matter of is the, is the cost of the repair. Cheaper than the cost of a new blade. And that calculation might, you know, depend on are there any, any spare blades available? Is this blade, uh, still in production? And if I don’t repair this, then I don’t have any blade for my turbine and then I can’t operate anymore. That also changed the calculus right along quite a lot, so I think. For a lot of damages. It, it’s more of a, it’s often more of a commercial decision rather than a technical, because ca glass fiber is very forgiving. You can repair a lot, even if it’s really severe. I mean, I’ve seen blade repairs that took [00:20:00] 3000 hours, but it was deemed worthwhile because you couldn’t get a, a bare blade. And in most other cases, that would’ve been been scrapped, you know, without, you know, without blinking. Um, so, so, you know, if you really want to, you could repair it. In a lot of cases, Allen Hall: how difficult is it to repair carbon protrusions, because it does seem like when they manufacture those protrusions, there’s a lot of quality control going into it. The fibers have to be in the right direction all the time, and they’re really compacted in there. They’re tight, tight block of carbon that you’re purchasing and sliding into into this blade. Are they really repairable in sections or is it you have to take out the whole length of a pultrusion and replace it? I’m, I’m trying to understand the difficulty here because there’s a lot of operators in the United States now that have some portion of their fleet is carbon spar cap, not a lot of it, but some of it. How [00:21:00] difficult is that to repair? Morten Handberg: Well, it’s difficult enough that a lot of OEMs, they will say if you have a damage to the carbon, it’s a non-repairable defect. That is to a large extent the general rule. Um, there are, there are, uh, there are ways and some of it is replacement of the protrusion. Um, other, another method is, is to do a vacuum infusion lamination. I’ve also seen some repairs with success where, uh, glass fiber is utilized instead of carbon fiber. So you reply, so you, you, um, you calculate the mechanical strength of the carbon. And then replace that with an equal amount, you know, strength wise of glass fiber. The problem is you are to a degree playing with little bit with fire because you are then changing the structure of the blade. You are increasing the thickness and thereby you are changing the stiffness. So it’s, you have to be really [00:22:00] careful, uh, it’s possible. And uh, again. All if all other options are out and you want this blade really to get up and running again because it’s your only option. Maybe it’s worthwhile to, to investigate, but it requires a lot of insight in and also a little bit of, uh, how do you say, uh, you don’t, you shouldn’t be too risk adverse if you go down that that route, but, but again, it is possible. It is technically possible. But it’s something you do for the outer, uh, outer areas of the blade where you have less loads and you’re less sensitive. Allen Hall: Can those carbon repairs be done up tower or are they always done with the rotor set or the blade drop down to ground? Morten Handberg: I know some carbon repairs have been done up tower, but in general it’s down tower also, just because if you have damage to your carbon, it means you have a severe structural issue. So you wouldn’t generally try to do it that well, I would, not in general, but, but the, the, the cases I’ve seen that, that has been downturn repairs. Yeah. Allen Hall: Do you think about the categories differently? If it includes carbon [00:23:00] as a structural element? Morten Handberg: No, because carbon is part of the load carrying laminate. If you’re to the load carrying laminate, then it becomes a four or five immediately. Um, so, uh, so I would say the same rule applies because ag again, it’s a very rough scale, but it applied, but it gives you a sense of where, you know, what is the urgency, which is what I think we in generally need. And I like the more simple model because it’s more applicable to the general industry and it’s easier for, uh, you know, it’s easier to, to implement. Um. And it is easier to understand than if you have a too too gradual, uh, scale because it’s difficult for the people who are sitting and assessing to determine if, uh, you know, what, what category it is. And it’s difficult for the people who have to read the report afterwards. And it’s also about, you know, what is the purpose? And in general, I would say, well, this, the defect categorization, the severe categorization is to determine can this be repaired or not? That’s what we use it [00:24:00] for. So that, that, that’s how we, it should be applied. Allen Hall: Is the industry going to have a universal standard? Soon. Is that possible? Or is this really gonna be country by country, region by region? How we think about blade defects and blade repairs? Morten Handberg: I think that. Given the, uh, the, how do you say, the individual interests in having their own model from the different OEMs or service providers? I think the, when they’re choosing a pope, they have an easy task ahead of them, you know, deciding that. Then we have the agreeing on an on inte standard and on plate. Allen Hall: Pope is currently an American, so that tells you something. The world has shifted. There is still hope. Maybe there is still hope because it, it is a very difficult problem and I hear a lot of conflicting opinions about it and they’re not wrong. The opinions I hear when they’re explained to me, they have a rationale as to why. They’re calling something a cat four versus a cat three. [00:25:00] It all makes sense, but when you get two engineers in the room, they’re rarely are going to agree. So I’m just thinking maybe, maybe there isn’t a, a yeah, maybe there isn’t a time where we’re all gonna come together. Morten Handberg: I think that, you know, it’s, it’s also about what are you willing to accept and what are you willing to s. You know, as an OEM, as a blade engineer, as a service provider, in order to make common agreement. Because I think if we were willing to, you know, set aside differences, um, and then agree on, okay, what is the, what, what is that, what is the, the ma the industry needs and what, what fulfills the purpose? We could agree tomorrow, but that’s not where we are, uh, at the moment. So, so I don’t see that happening anytime soon. But yes, there, there was a way to do an in to make an international standard. Um, for blades and I, I would say maybe it’s, if the IC made, made, made one, then maybe that that could, uh, that could fix it. Uh, maybe if, uh, they’re starting to become more [00:26:00]focused from governments, uh, and you know, that it wind industry becomes recognized as critical infrastructure. That then there is a requirement for international standards on what are defects, to make it easier to determine what is critical or not, so that proper reaction can be made. That will also help it. But again, as long as it’s only about late experts having to agree with each other and that’s the only then, then we’re, then we will not get to a point where we’re going to agree on, on everything. No. Allen Hall: Wow. This is a continual discussion about blade defects and categorization and Morton. I really appreciate. You’re giving us your thoughts about it because I trust you one and two, you’re on the leading edge of what the industry is thinking. So it’s very good to get you in here and explain where categorization is and, and two operators that are listening to this podcast understand you’re probably getting a lot of different opinions about categorization. You need to sit down and figure it out for yourself, or reach out to Morton who can explain what you should be thinking and how you should be [00:27:00]thinking about this problem. Morton, how do people get ahold of you to learn more? Morten Handberg: Easiest way is to reach out to me on LinkedIn. Um, I have a very active profile there. You can always write me and I’ll always write, write, write it back. You can also write to me on my company email, m me h@windpowerapp.com. Um, those are the two easiest way to get, uh, get in, in, uh, get in touch me. And I would say, as an owner, what you need to know. Is it a structural issue or is a surface issue you have? And then plan your repairs from there. That is, that is the. Basic, yeah, that, that you need to have, and then forget about the others, the other side of it, you know, if it’s one defect type or another, that’s not necessarily what’s going to help you. It’s all about getting the blades repaired. And, uh, and the turbine up and running again. That should be the focus. Allen Hall: Absolutely. Morton, we love having you on the podcast. Thank you so much for joining us. It’s good to be here. See [00:28:00] you.

CarDealershipGuy Podcast
Toothman on Fleet Focus, Waishampayan on New Ad Tech, Lundy on Sales/BDC Split | Daily Dealer Live

CarDealershipGuy Podcast

Play Episode Listen Later Dec 10, 2025 73:51


Today's show features: JR Toothman, Owner of Toothman Ford

 Amol Waishampayan, Co-Founder of Fullthrottle.ai Glenn Lundy, President of 800% Elite Auto This episode is brought to you by: Cars.com – the #1 most recognized automotive marketplace and the place shoppers turn for trusted expertise and a better way to compare vehicles. Unlike marketplaces that reduce everything to price, Cars.com automatically merchandises your inventory's most compelling features and accolades to highlight true value and help shoppers make confident buying decisions. Cars.com is the flagship offering from Cars Commerce, an audience-driven technology company simplifying everything about buying and selling cars. Learn more at https://www.carscommerce.inc/marketplace. Fullthrottle.ai – fullthrottle.ai® helps dealers, OEMs, and automotive agencies deliver laser-sharp, household-level omnichannel targeting with the first generative-AI powered automotive DSP — enabling identity-based reach and real-time bidding efficiency. We're also a proud partner of the Automotive Media Marketplace, bringing smarter, tierless activation to the industry. Meet our team at NADA 2026 at the Auto Media Marketplace Booth #1915W or at the V20 Booth #2001W. To learn more or book your demo, visit https://www.fullthrottle.ai/the-automotive-dsp/ CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit https://cdgcircles.com/ to learn more. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at https://carguymedia.com/cdglive and we hope to see you in Vegas! -- Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠ Instagram ➤⁠⁠⁠⁠⁠⁠ https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠dealershipguy.com

Airplane Geeks Podcast
873 Airbus A320 Fuselage Panels

Airplane Geeks Podcast

Play Episode Listen Later Dec 10, 2025 75:18


Airbus A320 fuselage panel problems, Thunderbird F-16C crash, ATC prime integrator, hand flying, Boeing and Spirit AeroSystems, Southwest Airlines meltdown fine, solar flares and A320 groundings, airline pay-for-delay compensation, and charging air travelers without REAL ID. Aviation News Airbus prepares A320 inspections as fuselage flaw hits deliveries Airbus engineers are inspecting 628 A320 family exterior fuselage panels for thickness defects. The skin panels have thickness deviations beyond Airbus's design tolerances. The panels were manufactured by a Spanish supplier Sofitec Aero and do not represent a flight‑safety risk at this time. Panels on the upper forward fuselage are the main concern, with deviations having also been found in some rear‑fuselage sections. The affected panels are not serialized, so Airbus must inspect the entire batch of potentially impacted airframes rather than trace specific parts. A320 Family final assembly line in Toulouse. Courtesy Airbus. Sofitec Aero is an aerostructures company that designs, manufactures, and assembles metallic and composite aircraft structures for major OEMs, including Airbus, Boeing, Embraer, Bombardier, and several Tier‑1 suppliers such as Spirit AeroSystems and Stelia. It is a privately held firm, founded in 1999. Thunderbirds F-16C Fighting Falcon Crashes in California The 57th Wing Public Affairs Office issued a statement saying, “On December 3, 2025, at approximately 10:45 a.m., a Thunderbird pilot safely ejected from a F-16C Fighting Falcon aircraft during a training mission over controlled airspace in California. The pilot is in stable condition and receiving follow-on care.” The F‑16C went down during a routine training mission in controlled airspace over the Mojave Desert. The crash site is located in a remote desert area near the town of Trona, approximately two miles south of Trona Airport and about 27 miles from Naval Air Weapons Station China Lake. Hydrazine: A Significant Hazard Each Time An F-16 Crashes (Or Fires Up The Emergency Power Unit) F‑16s use hydrazine in their emergency power units, so environmental and hazmat teams from Edwards Air Force Base were deployed to the site to evaluate and mitigate any hazardous materials concerns. The F-16's Emergency Power Unit (EPU) is a backup power system that utilizes H-70 (approximately 70% hydrazine and 30% water) to drive a small turbine, supplying emergency hydraulic and electrical power in the event of main engine or generator failure. Hydrazine is used because it is a monopropellant that can rapidly generate mechanical power without external oxygen, but it is also highly toxic, corrosive, and flammable, so its use is tightly controlled and largely limited to legacy or niche applications. US government selects contractor Peraton to lead air traffic control modernisation In Episode 865, we reported that two bids had been received to become the prime integrator for the FAA's project to overhaul the air traffic control system, called the Brand New Air Traffic Control System (BNATCS). They were Peraton and Parsons Corporation. Congress had approved $12.5 billion for the project, and the Agency has indicated that an additional $19 billion might be requested. The US Department of Transportation (DOT) selected Peraton as the prime integrator. The national security company is owned by Veritas Capital and headquartered in Reston, Virginia. Flight Global says Peraton is a “provider of technologies for large, complex organisations, offering services including cyber security, systems engineering and modernisation, cloud computing and data management.” According to Veritas, the company specializes in buying and growing companies that sell technology and services to U.S. government agencies in defense, intelligence, civil, and health markets. Examples include acquisitions or control of federal IT and mission‑support businesses such as Northrop Grumman's federal IT arm (combined into Peraton) and health IT and analytics providers serving Medicaid and Defense Health Agency programs. See also, What to know about the air traffic control overhaul and the company FAA hired to manage it. Union Urges ‘Back-to-Basics' Approach to Pilot Skills Captain Wendy Morse is a Boeing 787 captain and serves as first vice president and national safety coordinator at the Air Line Pilots Association (ALPA). In a recent interview at the Skift Aviation Forum in Fort Worth, she said the union is advocating for pilots to “go back to our roots” and maintain strong manual-flying proficiency throughout their careers. Morse said, “So the biggest thing is [getting] back to basics…We have to maintain a basic level of flying, a basic level of flying skills, and we have to continue to maintain those basics. This business about positive rate, gear up, [and] put on the autopilot is not a good idea. We have to keep flying the airplane so that we're good at it.” Boeing closes Spirit AeroSystems purchase in major supply chain realignment Boeing has completed its takeover of Spirit AeroSystems. Under the $4.7 billion deal, Boeing re-acquires most of Spirit AeroSystems. Airbus picks up parts of Spirit in its supply chain. Operations in Subang, Malaysia, went to Composites Technology Research Malaysia, and the subsidiary Fiber Materials was sold earlier this year to Tex-Tech Industries. Portions of the Belfast, Northern Ireland, operations will continue as an independent subsidiary branded as Short Brothers. Trump administration lets Southwest Airlines off the hook with a multimillion dollar waiver for 2022 holiday travel meltdown In 2023, the Biden administration fined Southwest Airlines $140 million for the 2022 holiday travel meltdown. The US Department of Transportation has now waived the final $11 million installment of that fine. The DOT says Southwest has made worthwhile investments in its operations control center and “the Department is of the view that it is more beneficial for the flying public to give Southwest credit for significantly improving its on-time performance and completion factor.” The 10-day schedule meltdown resulted in 17,000 canceled flights, roughly half of Southwest's holiday season flight schedule. Southwest paid out $600 million in refunds and reimbursements to passengers who were affected. Add in additional labor costs and lost revenue, and the airline reported a $914 million after-tax loss. Aviation News Follow-Up A320 Groundings – There Was No Solar Flare In Visual Approach, Airplane Geeks co-founder Courtney Miller argues that the data does not support the case that the October 30, 2025, uncommanded altitude decrease of a JetBlue A320 was caused by solar radiation. Looking at proton flux data, Courtney says, “We are talking about high-energy protons traveling from the sun to Earth, penetrating the Earth's protective magnetic field, and also penetrating the aircraft's hardware shielding to deliver what's called a Single-Event Upset (SEU). Another term you may have heard for it is a “bit flip”. The proton flux usually arrives associated with a solar flare, but not always. NOAA tracks and reports these events. In the days leading up to the “intense solar radiation” that Airbus referenced as the potential issue in the JetBlue upset, there was no intense solar radiation. The Visual Approach Advisory brings novel, data-driven, and contrarian answers to aviation clients around the world. Our bespoke consulting team is built with a focus on deep industry expertise, contrarian thought leadership, trusted independence, and opinionated results. We compete with the largest consulting firms by focusing on quality results and contrarian ideas. Pay-On-Delay Would Send Airfares Soaring, Says Transport Minister The Australian Federal Transport Minister, Catherine King, told ABC Radio in Sydney that an EU-style “pay-on-delay” compensation scheme would drive up airfares in Australia. The federal government has proposed airline customer protections, and the Minister's comments come after a consultation period ended. EU 261 requires that airlines pay passengers compensation for delays and cancellations within their control. King feels the Australian market is too small to sustain such a measure. “It is costly to administer compensation schemes. Those costs are generally passed on to passengers,” she said. Fliers without a compliant ID will have to pay TSA $45 next year The TSA says that starting in February 1, 2026, air travelers in the U.S. without a REAL ID will be charged a $45 fee. The initially planned $18 fee was raised after officials realized this identification program would cost more than anticipated. The fee applies to travelers 18 and older who are flying domestically without a REAL ID or other accepted form of ID. The non-refundable fee will be required to verify identity through the TSA Confirm.ID system. Confirm.ID replaces TSA's older manual “forgot my ID” procedures. It's a more automated, technology‑assisted process that uses a traveler's biographic and possibly biometric information to verify identity and screen against watchlists. Confirm.ID is meant as a last‑resort option for people who arrive at the checkpoint without a compliant ID, not as a routine substitute for REAL ID or a passport. The fee can be paid online before arriving at the airport. Travelers can also pay online at the airport before entering the security line, but officials said the process may take up to 30 minutes. Mentioned From the FAA: PackSafe – Portable Electronic Devices Containing Batteries Lithium Batteries in Baggage Hosts this Episode Max Flight, Rob Mark, and our Main(e) Man Micah.

ConnectedPodcast
Connected Podcast Episode 186: The Balance of Branding

ConnectedPodcast

Play Episode Listen Later Dec 10, 2025 48:34


What goes into the process of designing a new dealership and where do you even begin? Today on Connected, Greg is joined in the studio by Bill Chidley, co-founder of ChangeUp and author of The Brand Vortex. ChangeUp is a branding and retail design firm that partners with several OEMs and their dealer programs to help establish dealership design and branding standards. They also put out an industry report titled, "Why the Dealership Experience Still Matters," about the importance of the physical dealership in a changing automotive retail landscape. Greg and Bill talk through some of the findings of the report and discuss some of the things dealerships have to balance when establishing their branding, like: - The needs of the brand and the function of the dealership. - OEM expectations and unique dealership identity. - How to align branding when showcasing different vehicle models. Bill had some really great insight to share on some aspects of the dealership that may not always be top of mind, but are so important for the customer experience. Get Connected with Bill and enjoy this week's episode!

The Future of Insurance
The Future of Insurance – Casey Kempton, President, Personal Lines, Nationwide

The Future of Insurance

Play Episode Listen Later Dec 9, 2025 27:58


Episode Info As the president of Personal Lines at Nationwide, Casey Kempton is responsible for all aspects of the business including product, underwriting, sales and distribution, claims and services. Her organization focuses on delivering effortless, personal and reassuring experiences for distribution  professionals and customers who value protection and service. Casey previously served as the executive vice president, digital business officer at Chubb where she was responsible for small business revenue generation, agency experience and the build of digital acquisition channels via direct-to-consumer affinity partnerships, eBrokers and agent-carrier connectivity. Prior to Chubb, she led the personal lines agency channel at The Hartford including oversight of field sales performance, distribution strategy, marketing and product portfolio management. She also spent time with the ACE Group accountable for global personal and commercial lines as well as leading the operations and information technology for the Latin America region. Casey's early career included working on P&C strategic initiatives across the insurance value chain at The Hartford. A graduate of the University of Connecticut, Casey holds Bachelor of Arts degrees in Cognitive Anthropology and English. She also has two patents in her name relating to homeowners insurance rating. Episode Overview: Casey shares her expertise and vision for the future of personal insurance lines, discussing the evolving landscape of the industry and the innovative strategies Nationwide is implementing to stay ahead. Key Topics Discussed: Introduction to Casey Kempton: Casey introduces herself and her role at Nationwide, where she oversees Auto, Home, Umbrella, and other personal lines. She shares her journey and experiences since taking on the role in February 2024. Customer-Centric Approach: Nationwide's strong focus on customer satisfaction and building robust relationships with distribution partners. The importance of understanding customer needs and providing tailored insurance solutions. Predict and Prevent Strategy: Discussion on the "Predict and Prevent" initiative, which aims to mitigate risks before they occur. How this strategy is reshaping the insurance landscape by focusing on prevention rather than just compensation. Technological Advancements: The role of AI and data in enhancing pricing sophistication and service delivery. The impact of telematics and connected technologies in personal lines insurance. Industry Challenges and Opportunities: Navigating the complexities of personal lines insurance, including risk management and loss prevention. The evolving consumer mindset towards insurance as a necessary investment rather than a mere obligation. Future Outlook: Casey's vision for the future of insurance, emphasizing the need for continuous innovation and adaptation. The potential for growth in embedded insurance and partnerships with OEMs. Conclusion: Casey Kempton provides a comprehensive overview of the current state and future direction of personal lines insurance. Her insights into Nationwide's strategies and the industry's evolution offer valuable perspectives for anyone interested in the future of insurance. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

The Uptime Wind Energy Podcast
German Bird Study Finds 99% Avoid Turbines, SunZia Progress

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 9, 2025 33:07


Allen, Joel, Rosemary, and Yolanda discuss a German study finding 99.8% of birds avoid wind turbines, challenging long-standing collision risk models. They also cover Pattern Energy’s SunZia project nearing completion as the Western Hemisphere’s largest renewable project, lightning monitoring strategies for large-scale wind farms, and offshore flange alignment technology. Register for Wind Energy O&M Australia 2026!Learn more about CICNDTDownload the latest issue of PES Wind Magazine Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here’s your host. Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Alan Hall in the queen city of Charlotte, North Carolina, where a cold front is just blown through, but we’re not nearly as cold as Joel was up in Wisconsin, Joel, you had a bunch of snow, which is really the first big storm of the season. Joel Saxum: Yeah, the crazy thing here was the Wind Energy Podcast. So since that storm I, we, we got up in northern Wisconsin, 18 inches of snow, and then we drove down on last Saturday after US Thanksgiving through Iowa, there’s another 18 inches of snow in Des Moines. I talked to a more than one operator that had icing and snow issues at their wind farms all through the northern Midwest of these states. So from [00:01:00] North Dakota. All the way down to Nebraska, Northern Missouri, over into Indiana. There was a ton of turbines that were iced up and or snowed in from that storm, Allen Hall: and Rosemary was in warm Australia with other icing knowledge or de-icing knowledge while the US has been suffering. Rosemary Barnes: But you know, on the first day of summer here, a couple of days ago, it was minus one here overnight. So. Um, yeah, it’s, uh, unseasonable and then tomorrow it’ll be 35. Allen Hall: The smartest one of us all has been Yolanda, down in Austin, Texas, where it doesn’t get cold. Yolanda Padron: Never. It’s so nice. It’s raining today and that’s about it. Traffic’s going crazy. Joel Saxum: Rain is welcome for us, isn’t it though, Yolanda? Yolanda Padron: It’s sweet. It doesn’t happen very often, but when it does. Very rainy for like 24 hours. Allen Hall: We’ve been saving a story for a couple of weeks until Rosemary is back and it has to do with birds and a year long study over [00:02:00] in Germany. And as we know, one of the most persistent arguments against wind energy has been the risk to birds and permitting and operation shutdowns have been the norm, uh, based on models and predicted collision risks. Well. A new study comes, has just come out that says, what if the models are all wrong? And the new German study suggests that they may be wrong. The Federal Association of Offshore Wind Energy, known by its German acronym, BWO Commission Research to examine. Actual collision risk at a coastal wind farm in Northern Germany. The study was conducted by Biocon Consult, a German research and consulting firm, and funded by eight major offshore wind operators, including Sted, Vattenfall, RWE, and E, roa, and. Rosemary using some of the newer technology. They were able to track bird movements with radar [00:03:00] and AI and stereo vision cameras to, to watch birds move through and around, uh, some of these wind farms. And it analyzed more than 4 million bird movements and over 18 months, and they searched for collision victims and what they found was pretty striking more than 99.8% of both day migrating and night migrating birds. Avoided the turbines entirely. The study found no correlation between migration intensity and collision rates. And BD and BWO says The combination of radar and AI based cameras represents a methodological breakthrough. Uh, that can keep turbines moving even when birds are in transit. This is pretty shocking news, honestly, Rosemary, I, I haven’t seen a lot of long-term studies about bird movements where they really had a lot of technology involved to, besides binoculars, to, to look at bird movement. The [00:04:00] 99.8% of the migrating birds are going around The turbines. No, the turbines are there. That’s. Really new information. Rosemary Barnes: I think. I mean, if you never heard anything about wind turbines and birds, I don’t think you’d be shocked like that. Birds mostly fly around obstacles. That’s probably an intuitive, intuitive answer. Because we’ve had it shoved down our throat for decades now. Wind turbines are huge bird killers. It’s kind of like, it’s been repeated so often that it kind of like sinks in and becomes instinctive, even though, yeah, I do think that, um, it’s. Not that, that shocking that an animal with eyes avoids a big obstacle when it’s flying. Um, but it is really good that somebody has actually done more than just trying to look for bird deaths. You know, they’ve actually gone out, seen what can we find, and then reported that they found mostly nothing. We already knew the real risks for birds, like hundreds or thousands, even millions of times [00:05:00] more, um, deadly to birds are things like. Cats. Cars, buildings, even power lines kill more birds than, um, wind turbines do. In fact, like when you look at, um, the studies that look at wind, um, bird deaths from wind turbines, most of those are from people driving, like workers driving to site and hitting a bird with their cars. Um, you know, that’s attributed to wind energy. Not a surprise maybe for people that have been following very closely, but good to see the report. Nonetheless. Joel Saxum: I think it’s a win for like the global wind industry, to be honest with you, because like you said, there’s, there’s no, um, like real studies of this with, that’s backed up by metric data with, like I said, like the use stereo cameras. Radar based AI detection and, and some of those things, like if you talk with some ornithologists for the big OEMs and stuff, they’ve been dabbling in those things. Like I dabbled in a project without a DTU, uh, a while back and it, but it wasn’t large scale done like this. A [00:06:00] particular win this study in the United States is there’s been this battle in the United States about what birds and what, you know, raptors or these things are controlled or should have, um, controls over them by the governments for wind installations. The big one right now is US Fish and Wildlife Service, uh, controls raptors, right? So that’s your eagle’s, owls, hawks, those kind of things. So they’ll map out the nests and you can only go in certain areas, uh, or build in certain areas depending on when their mating seasons are. And they put mild buffers on some of them. It’s pretty crazy. Um, but the one rule in the United States, it’s been kind of floated out there, like, we’re gonna throw this in your face, wind industry. Is the Federal Migratory Bird Act, which is also how they regulate all like the, the hunting seasons. So it’s not, it’s the reason that the migratory birds are controlled by the federal government as opposed to state governments is because they cross state lines. And if we can [00:07:00] prove now via this study that wind farms are not affecting these migratory bird patterns or causing deaths, then it keeps the feds out of our, you know, out of the permitting process for. For birds, Rosemary Barnes: but I’m not sure this is really gonna change that much in terms of the environmental approvals that you need to do because it’s a, you know, a general, a general thing with a general, um, statistical population doesn’t look at a specific wind farm with a specific bird and you’re still need to go. You’re still going to have to need to look at that every time you’re planning an actual wind farm. That’s it’s fair. Yolanda Padron: And it’s funny sometimes how people choose what they care or don’t care about. I know living in a high rise, birds will hit the window like a few a month. And obviously they will pass away from impact and the building’s not going anywhere. Just like a turbine’s not going anywhere. And I’ve never had anybody complain to [00:08:00] me about living and condoning high rises because of how they kill the birds. And I’ve had people complain to me about wind turbines killing the birds. It’s like, well, they’re just there. Joel Saxum: If we’re, if we’re talking about energy production, the, if everybody remembers the deep water horizon oil spill 2010 in the Gulf of Mexico. That oil spill killed between 801.2 million birds. Just that one. Speaker 6: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W om a 2020 six.com. Wind Energy o and m Australia [00:09:00] is created by wind professionals for wind professionals because this industry needs solutions, not speeches Allen Hall: well in the high desert of Central New Mexico, near a lot of what were ghost towns that were abandoned during the Great Depression. If there is a flurry of activity pattern, energy sunzi, a project is near completion after 20 years of planning and permitting. When. It’s supposed to be finished in 2026. It’ll be the largest renewable energy project in the Western hemisphere. More than 900 turbines spread across multiple counties. A 550 mile transmission line stretching to Arizona and then onward to California, and $11 billion bet that’s being made on American wind. Now, Joel, it’s a kind of a combination of two OEMs there, Vestus and ge. The pace of building has been really rapid over the last six, eight months from what I can [00:10:00] tell. Joel Saxum: Yeah. We have talked to multiple ISPs, EPC contractors. Um, of course we know some of the engineers involved in building a thing on the pattern side. Right. But this sheer size of this thing, right, it’s, it is three and a half gigawatts, right? You’re talking 900 turbines and, and so big that one OEM really couldn’t, I mean, it’s a, it’s a risk hedge, right? But couldn’t fulfill the order. So you have massive ge tur set of turbines out there. Massive set of vestas turbines out there. And I think one thing that’s not to be missed on this project as well is that transmission line, that high voltage transmission line that’s feeding this thing. Because that’s what we need, right? That was when we built, started building up big time in Texas, the cre, the crest lines that were built to bring all of that wind energy to the major cities in Texas. That was a huge part of it. And we have seen over the last six months, we have seen loans canceled, uh, permits being pulled and like troubles being in hurdles, being thrown up in the face of a lot of these transmission lines that are planned. [00:11:00] These big ones in the states. And that’s what we need for energy security in the future, is these big transmission lines to go. So we can get some of this generation to, uh, to the market, get electrons flowing into homes and into industry. But this thing here, man, um, I know we’ve been talking about Sunz, the Sunz project, uh, and all the people involved in it, in the wind industry for a, what, two, three years now? Oh, at least. Yeah. It’s been in planning and development stage for much longer than that. But the. The, the big bet. I like it. Um, bringing a lot of, um, bringing a lot of economic opportunity to New Mexico, right? A place that, uh, if you’ve driven across New Mexico lately, it needs it in a dire way. Uh, and this is how wind energy can bring a lot of, uh, economic boom to places that, uh, hadn’t had it in the past. Allen Hall: And this being the largest project to date, there’s a, I think a couple more than a pipeline that could be larger if they get moving on them. We see another project like this five years [00:12:00] from now, or we think we’re gonna scale down and stay in the gigawatt range just because of the scale and the things that Sunzi went through. Joel Saxum: We have the choke chair, Sierra Madre project up in Wyoming that’s been chugging the Anschutz Corporation’s been pushing that thing for a long time. That’s, that’s along the same size of this unit. Um, and it’s the same thing. It’s, it’s kind of hinged on, I mean, there’s permitting issues, but it’s hinged on a transmission line being built. I think that one’s like 700. 50 miles of transmission. That’s supposed to be, it’s like Wyoming all the way down to Las Vegas. That project is sitting out there. Um, it’s hard to build something of that size in, like say the wind corridor, the Texas, Oklahoma, uh, you know, all the way up to the Dakotas, just simply because of the massive amount of landowners and public agencies involved in those things. It’s a bit easier when you get out West New Mexico. Um, I could see something like this happening possibly in Nevada. At some point in time to feed that California [00:13:00] side of things, right? But they’re doing massive solar farms out there. Same kind of concept. Um, I, I think that, um, I would love to see something like this happen, but to invest that kind of capital, you’ve got to have some kind of ITC credits going for you. Um, otherwise, I mean, $11 billion is, that’s a lot of money Allen Hall: since Zia will have PTC. Which is a huge driver about the economics for the entire project. Joel Saxum: Yeah. But you’re also seeing at the same time, just because of the volatility of what’s happening in the states wind wise, uh, there was a big article out today of someone who got wind that EDF may be selling its entire Allen Hall: US onshore renewable operation or US renewable operation. That was Wood Mac that. Put that out. And I’m still not sure that’s a hundred percent reliable, but they have been 50% for sale for a while. Everybody, I think everybody knew that. Joel Saxum: Yeah. I don’t know if it’s a hundred percent reliable as well. I would agree with you there. However, there’s, it’s the [00:14:00] same thought process of European company pulling outta the United States. That’s where a lot of the renewable energy capital is, or it has been fed to a lot of that capital comes from Canada and other places too. Right. But that’s where it’s been fed through. Um, but you’re starting to see some, some. Uh, purchasing some acquisitions, a little bit of selling and buying here and there. I don’t, I don’t think that there’s, uh, massive ones on the horizon. That’s just my opinion though. Allen Hall: Well, won’t the massive ones be offshore if we ever get back to it? Joel Saxum: Yeah, you would think so, right? But I, that’s gonna take a, uh, an administration change. I mean the, the, all that stuff you’d see out in California, like when we were originally seeing the leases come out and we were like, oh, great. More offshore opportunity. Ah, but it’s California, so it’ll be kind of tough. It probably won’t be till 20 32, 20, something like that. I don’t think we’ll see possibly California offshore wind until 2040 if we’re lucky. Allen Hall: Joel, what were the two wind turbines selected for Sunz? They were both new models, right? One from Renova and then the other one from [00:15:00] Vestas, Joel Saxum: so the Vestas was 242 V, 1 63, 4 0.5 megawatts machines, and the, and the GE Renova. Just so we get, make sure I get clarity on this. 674 of its three. They were 3.6, but they’re 3.61 50 fours. Allen Hall: Okay. So both turbine types are relatively new. New to the manufacturer. CZ has two new turbines styles on the site. Joel Saxum: Yeah, we were told that when they were originally like getting delivered, that they didn’t have type certificates yet. That’s how new they were. Allen Hall: So Yolanda. As Sania starts to turn on, what are things that they need to be aware of blade wise, Yolanda Padron: besides the lightning and the dust in New Mexico? It’s probably gonna tip them. I don’t know exactly what they’re counting with as far as leading edge protection goes. Allen Hall: Pattern usually doesn’t, uh, have a full service agreement. Joel, do you remember if that was an FSA? I don’t think so. Joel Saxum: I would say [00:16:00] because those are Vestas turbines on the one that, yes, Vestas really doesn’t sell a turbine without it. Knowing internally how big patterns engineering group are, I don’t know if they can completely take on the operations of a thousand more turbine, 900 more turbines overnight. Right? So I think that there is gonna be some OE EMM involvement in these things, uh, simply to be at that scale as well. I don’t know of anywhere else with a 1 54 install a GE 1 54. So the things that I wouldn’t looking out is the. It’s the brand new type stuff, right? Like do internal inspections when they’re on the ground. You don’t know what kind of condition these things are in, what, you know, what is the, you haven’t, nobody’s seen them. Like you’re the first ones to get to get your hands on these things. Yolanda Padron: Yeah, I think they’re definitely gonna have to go with some sort of consulting or something externally as far as what exactly they’re dealing with. I know, Rosemary, you’ve touched on it a lot, right about. [00:17:00] How the changing the blade types and changing the turbines every x amount of years is really not conducive to, to being able to repeat the same results. And if you’re having that for hundreds of turbines at a new site that you’ve already had so much time and money invested in creating, it’ll, it’s, it’s a big undertaking. Rosemary Barnes: It’s really interesting because. When you have such a large wind farm be, I’m assuming one of the first wind farms may be the first to get this new turbine types, then if there’s a serial defect, it’s gonna be very obvious. ’cause with smaller wind farms, one of the problems is that, uh, the numbers are too small to definitively say whether something is, um, serial or just random bad luck. Um, but when you get. So how many wind turbines is it? Joel Saxum: Almost a thousand total. It’s [00:18:00] 674 GE turbines and 242 Vesta turbines. Rosemary Barnes: You can do statistics on that kind of a population and this area. I mean, there’s lightning there, right? Like this is not an area where you’re not gonna see lightning. You know, in know the first couple of years, like there, there will be. Hundreds of turbines damaged by lightning in the, the first couple of years I would suggest, um, or, you know, maybe not. Maybe the LPS are so, so great that that doesn’t happen. But, you know, the typical standard of LPS would mean that, you know, even if you only see, say we see 10 strikes per turbine to year and you get a 2% damage rate, that is, you know, lots of, lots of individual instances of blade damage, even if everything works as it should according to certification. And if it doesn’t, if you see a 10% damage rate or something from those strikes, then you are going to know that, you know, the, um, LPS is not performing the way that the standard says that it should. It’s not like that’s a slam dunk for, um, [00:19:00] proving that the design was not sufficient or the certification wasn’t correct. It’s always really, really tricky. My recommendation would be to make sure that you are monitoring the lightning strikes, so you know exactly which turbine is struck and when, and then go inspect them and see the damage. Ideally, you’re also gonna be measuring some of the characteristics of the lightning as well. But you do that from day one. Then if there is a problem, then you’re at least gonna have enough information within the, um, you know, the serial defect liability period to be able to do something about it. Joel Saxum: Let me ask you a question on that, on just the, that lightning monitoring piece then. So this is something that’s just, it’s of course we do this all the time, but this is boiling up in the thing. How do you, how do you monitor for lightning on 916 turbines? Probably spread, spread across. 200 square miles. Rosemary Barnes: Well, there’s, there’s heaps of different ways that you can do it. Um, so I mean, you can do remote, remote lightning detection, which is [00:20:00] not good enough. Then there are a range of different technologies that you can install in the, um, turbines. Um, the most simple and longest standing solution was a lightning cart, which is installed on the down conductor at the blade route. That will just tell you the amplitude of the biggest strike that that turbine has ever seen when it’s red. I have literally never seen a case where the lightning card definitively or even provided useful evidence one way or another when there’s a, a dispute about lightning. So then you move on to solutions that, uh, um. Measuring they use, uh, Alan, you’re the electrical engineer, but they, they use the, the principle that when there’s a large current flowing, then it also induces a magnetic field. And then you can use that to make a, a, a change and read characteristics about it. So you can tell, um, well first of all, that that turbine was definitely struck. So there are simple systems that can do that quite cheaply. The OGs ping [00:21:00] sensor, does that really cost effectively? Um, and then OG Ping. Phoenix Contact and Polytech all have a different product. Um, all have their own products that can tell you the charge, the duration, the um, polarity or the, yeah, the, the, if it’s a positive or a negative strike, um, yeah, rise time, things like that. Um, about the strike, that’s probably, probably, you don’t. Need to go to that extent. Um, I would say just knowing definitively which turbine was struck and when is gonna give you what you need to be able to establish what kind of a problem or if you have a problem and what kind of a problem it is. Joel Saxum: I think that like an important one there too is like, uh, so I know that Vest is in a lot of their FSA contracts will say if it’s struck by lightning, we have 48 or 72 hours to inspect it. Right. And when you’re talking something of this scale, 916 turbines out there, like if there’s a lightning storm, like [00:22:00]we’ve been watching, we watch a lot of lightning storms come through, uh, certain wind farms that we’re working with. And you see 20, 30, 40 turbines get struck. Now if a storm comes through the middle of this wind farm, you’re gonna have 200 turbines get struck. How in the hell do you go out without ha Like you need to have something that can narrow you down to exactly the turbines that we’re struck. That being said that next morning or over the next two days, you need to deploy like 10 people in trucks to drive around and go look at these things. That’s gonna be a massive problem. Pattern has about 3000 turbines, I think in their portfolio, and they, so they’re, they’re familiar with lightning issues and how things happen, but something at this scale when it’s just like so peaky, right? ’cause a storm isn’t through every night, so you don’t have that need to go and inspect things. But when you do. That is gonna be a massive undertaking. ’cause you gotta get people out there to literally like, at a minimum, binocular these things to make sure there isn’t any damage on ’em. And it’s gonna be, there’s gonna be storms where hundreds of turbines get hit. Rosemary Barnes: Yeah, well [00:23:00] those three companies, those three products that I mentioned are aiming to get around that. I mean, it will depend how contracts are worded. I know in Australia it is not the norm to check for lightning ever. So if the contract says someone has to, you know, use human eyeballs to verify lightning damage or not, then. That’s, you know, that’s what has to happen. But all of these technologies do aim to offer a way that you wouldn’t have to inspect every single one. So Polytech is using, um, different lightning characteristics and then they’ve got an algorithm which they say will learn, um, which types of strike cause damage that could. Potentially progress to catastrophic damage. Um, and then the other one that is interesting is the eLog Ping solution because they’ve also got the, um, damage monitoring. That’s their original aim of their product, was that if there’s a damage on the blade tip, say it’s been punctured by lightning, it, it actually makes a noise. Like it makes a whistle and they listen out for that. So if you combine the [00:24:00]lightning detection and the, um, like blade. Tip structure monitoring from Ping, then you can get a good idea of which ones are damaged. Like if it’s damaged badly enough to fail, it is almost certainly gonna be making a noise that the ping can, um, detect Allen Hall: as wind energy professionals. Staying informed is crucial, and let’s face it, d. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high quality content you need. Don’t miss out. Visit PE ps win.com today and this quarter’s PES WIN Magazine. There’s a lot of great articles, and as we roll into December. You’ll have time to sit down and read them. You can download a free copy@pswin.com. And there’s a, a really interesting article about [00:25:00] offshore, and there’s a number of articles about offshore this quarter. Well, two Dutch companies developed a solution to really one of the industry’s most persistent headaches. And when it’s flange alignment. So when you’re trying to connect the transition piece to the mono paddle out in the water, it’s not really easy to do. Uh. So PES interviewed, uh, Ontech and Dutch heavy lift consultants to explain their flange alignment system known as FAS. And it started when a turbine installation needed a safer, faster way to try to align these two pieces. So if you can think about the amount of steel we’re talking about, these are really massive pieces you’re trying to line and put bolts in, not easy to do out in the ocean. Uh, so what this new device can do is it can align the flanges in a couple of minutes. It can reshape deformed, flanges and Joel, as you know, everything offshore can get dinged warped. That’s pretty easy to do, so you don’t want that when you have a, a heavily loaded, bolted joint, like those flanges to be [00:26:00] perfectly, uh, smooth to one another and, and tight. So these two companies, Amek and Dutch heavy Lifting consultants have come up with some pretty cool technology to speed up. Installations of wind turbines. Joel Saxum: Yeah, I would say anybody who’s interested in wind, offshore wind, any of that sort, and you have a little bit of an engineering mind or an engineering, uh, quirk in your mind. As, as I think we said earlier in the episode today, engineering nerds. Um, I would encourage you to go and look at some heavy lift operations offshore, whether it is offshore wind, offshore oil and gas, offshore construction of any time or any type even pipe lay operations and stuff. Just to take, just to take in the, the sheer scale. At how, uh, at how these things are being done and how difficult that would be to manage. Think about the just tons and tons of steel and, uh, trying to put these pieces together and these different things. And then remember that these vessels are thousands of dollars, sometimes a minute for how specialized they are. Right? So a lot of money gets put into [00:27:00] how the, like when we’re putting monopiles in that these transit transition pieces get put on. A lot of money has been spent on. The ver like technology to get, make sure they’re super, super tight tolerances on the verticality of those when they’re driving the actual piles in. And then you’re doing that offshore in a nasty environment, sometimes from a jack up vessel, sometimes not from a jack vessel, sometimes from a mor or like a, you know, a pseudo mor vessel on, uh. Dynamic positioning systems, and then you’re swinging these big things with cranes and all this stuff, like, it’s just a crazy amount of engineering eng engineering and operational knowledge that goes into making this stuff happen. And if you make one little mistake, all of a sudden that piece can be useless. Right? Like I’ve been a part of, of heavy offshore lifting for oil and gas where they’ve. It’s built a piece on shore, got it out to the vessel, went to go put it off sub sea in 2000 meters of water, lowered it all the way down there and it didn’t fit like you just burned [00:28:00] hundreds and hundreds and thousands of millions of dollars in time. So this kind of technology that Anima Tech is putting out in Dutch Heavy Lift consultants. This is the key to making sure that these offshore operations go well. So kudos to these guys for solve for seeing a problem and solving a problem with a real solution. Uh, instead of just kind of like dreaming things up, making something happen here. I’d like to see it. Allen Hall: Check out that article and many more in this quarter’s. PES Wind Magazine downloaded free copy@pswind.com. Well, Yolanda, as we know, everybody’s out with Sky Specs, uh, doing blade inspections, and so many turbines have issues this year. A lot of hail damage, a lot of lightning damage and some serial defects from what I can tell. Uh, we’re, we’re getting to that crazy season where we’re trying to get ready for next year and prioritize. This is the time to call C-I-C-N-D-T and actually take a deep hard look at some of this damage, particularly at the blade root area. We’ve seen a lot more of that where, [00:29:00] uh, there’s been failures of some blades at the root where the bolt connection is. So you’re gonna have to get some NDT done. Boy, oh boy, you better get C-I-C-N-D-T booked up or get them on the phone because they’re getting really busy. Yolanda Padron: Yeah, you definitely need to schedule something. Make sure that you know at least where you stand, right? Be because imagine going into try to fix something and just have a hammer and then close your eyes and then see what you can fix. That way, like sometimes it feels like when you’re in operations, if you don’t have the proper. The proper inspections done, which sometimes there’s, there’s not enough budget for, or appetite or knowledge, um, in some of these projects to have early on. You come in and just, you, you see the end result of failure modes and you might see something that’s really, really expensive to fix now. Or you might think of, oh, this problem happened at X, Y, Z. [00:30:00] Site, so it’ll probably happen here. That’s not necessarily the case. So getting someone like NDT to be able to come in and actually tell you this is what’s going on in your site, and these are the potential failure modes that you’re going to see based on what you’re getting and this is what will probably happen, or this is what is happening over time in your site, is a lot more indicative to be able to solve those problems faster and way. More way, in a way less expensive manner than if you were to go in and just try to fix everything reactively. You know, if you have half a bond line missing. Then later you, your blade breaks. It’s like, well, I mean, you, you could, you could have seen it, you could have prevented it. You could have saved that blade and saved yourself millions and millions of dollars and, and so much more money in downtime. Joel Saxum: Yeah. The first time I ran into Jeremy Hess and the C-A-C-N-D team was actually on an insurance project where it was Yolanda, like you said, like [00:31:00] they let it go. The, the operator and the OEM let it go way too long, and all of a sudden they had a, like wind farm wide shutdown costing them millions in production. Uh, to find these, these issues that, uh, could have been found in a different manner when you talk to the team over there. Um, why we like to recommend them from the podcast is Jeremy has an answer for everything. He’s been around the world. He’s worked in multiple industries, aerospace, race, cars, sailboats, you name it. Um, he’s been a client to almost everybody, you know, in the wind industry, all the OEMs, right? So he knows the, the issues. He has the right tool sets. To dive into them. You, you may not know, not, you don’t need to be an NDT expert to be able to have a conversation because he will coach you through, okay, here you have this problem. Alright, this is how we would look at it. This is how we would solve it. Here’s how you would monitor for it, and then this is how you would, you know, possibly fix it. Or this is what the, the solution looks like. Um, because I think that’s one of the [00:32:00] hurdles to the industry with NDT projects is people just don’t. Know what’s available, what’s out there, what they can see, what they, you know, the issues that they might be able to uncover, like you said, Yolanda. So, um, we encourage, um, anybody that says, Hey, do you know anybody in NDT? Yeah, it’s Jeremy Hanks and the C-I-C-N-D-T team. Call ’em up. They’ve got the solutions, they’ll help you out. Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you next week on the Uptime Wind Energy [00:33:00] Podcast.

The GSE Podcast
Episode 41 - “From Ireland to Newnan”: Mallaghan's Journey and the Shamrock Classic with Niall Mallaghan and Laura McGrath

The GSE Podcast

Play Episode Listen Later Dec 8, 2025 30:15 Transcription Available


Send us a textWhat happens when a family-owned GSE manufacturer pairs engineering pride with a clear purpose? We head to Noonan, Georgia to talk with Malahan about a journey that started with A0 drawings and a dream, grew into two factories serving 40+ countries a year, and now fuels a 200-plus golfer charity tournament—the Shamrock Classic—raising funds for mental health and suicide prevention.We swap stories about the founder's late-night sketches and the long-tenured team who still carry his spirit onto the shop floor. Then we pull back the curtain on how the company scaled without losing its people-first culture: an internal app that shows where machines ship, highlights visitors, and invites families to events; a North American facility that keeps service close and relationships closer; and a product portfolio that spans de-icers, belt loaders, PRM lifts, high lifts, catering trucks, and more.From there, we step onto the tee box. The Shamrock Classic brings airlines, ground handlers, OEMs, leasing partners, and even competitors to White Oak for a shotgun start across two courses. It's open, welcoming, and transparent about impact. The American Foundation for Suicide Prevention joins three local Noonan partners, all collaborating to direct funds where they're needed most. Between the welcome night's axe throwing and simulator swings, the drone footage, and, yes, the famous chicken biscuits, the day stays light while the cause stays front and center.Curious how to play, sponsor, or volunteer next year? Reach out via the Shamrock Classic email and follow Malahan on LinkedIn for save-the-dates. If today's conversation moves you, subscribe, share the show with a colleague, and leave a quick review—your support helps more industry pros find stories that connect craft, community, and real-world change.Looking for dependable and on demand ground support equipment leasing? Fortbrand is your go to partner. We specialize in tailored operating leases for airlines, cargo carriers, and ground handlers, delivering top tier equipment without the wait. From the latest electric GSE to traditional units, Fortbrand offers flexible terms, competitive rates, and a customer experience that is second to none. Keep your ramp moving with confidence. Visit fortbrand.com and experience GSE leasing redefined.

Autoline After Hours
AAH #770 - OEMs Go 4X4 Crazy as Trump Kills CAFE

Autoline After Hours

Play Episode Listen Later Dec 5, 2025 63:56 Transcription Available


TOPIC: Off Road Vehicles PANEL: Adam Bernard, AutoPerspectives; Warren Browne, RFQ Insights; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

The Aerospace Executive Podcast
He Learned How to Fly at Age 43, and then Circumnavigated the Earth w/ Robert DeLaurentis

The Aerospace Executive Podcast

Play Episode Listen Later Dec 4, 2025 44:37


Flying around the world is rare. Doing it solo is even rarer. Doing it twice, once along the equator and once over both poles, is unheard of. But that's exactly what entrepreneur and aviator, Robert DeLaurentis, achieved. And he didn't do it in a jet with a support crew on standby. He did it in highly modified aircraft pushed beyond its intended envelope, relying on custom ferry tanks, improvised fixes, and the kind of real-time decision-making that leaves zero margin for error.  These weren't sightseeing flights; they were missions built on risk, resilience, and engineering improvisation at 31,000 feet. Most circumnavigations are engineering challenges. Robert turned his into a multi-layered mission: scientific research, global outreach, and a stress test of what a single pilot and a single aircraft can actually endure. Along the way, he carried NASA-funded experiments, gathered atmospheric data over the poles, and documented systems failures that would've ended most expeditions. He navigated cyclones, fuel constraints, unpredictable polar weather, and airspace so remote he had to calculate every pound of fuel twice.  But the story doesn't stop at the poles. Robert has also built a financially self-sustaining airport, a discovery-flight pipeline for high school students, and a blueprint for how small airports can support the future of urban air mobility. How do you take the mindset required for a polar circumnavigation and apply it to rebuilding an airport from scratch? And what does it look like when an aviation legacy is engineered just as intentionally as a record-breaking flight? In this episode, the star of the new movie PEACE PILOT joins me to unpack the equatorial flight that pushed a Malibu Mirage to its limits, the polar expedition that demanded a three-times-extended-range Commander, and the string of failures, near-misses, last-second adjustments, and improbable wins that held the entire mission together.   You'll also learn; Why meaning (not adrenaline) sustains pilots through extreme-risk missions What it takes to execute equatorial and polar circumnavigations The scientific payloads carried over the poles The realization that reframed Robert's entire mission The emotional and spiritual cost of flying alone in the most remote places on earth The business model behind a self-sustaining private airport How discovery flights and upgraded training aircraft engage the next generation Why legacy matters more than any single record or milestone   About the Guest Robert DeLaurentis is a Polar and Equatorial Circumnavigator, Peace Pilot, Speaker, Author, and Entrepreneur. Robert went on the audacious quest to fly to the South Pole and then the North Pole, surviving temperatures as low as -60°C, in a 38-year-old, heavily modified Turbo Commander 900. This daring venture is not merely a test of flying skill and human endurance but a profound journey of peace and planetary unity under the banner “One planet. One people. One plane.” Setting out three years after his first solo circumnavigation, Robert confronts not only the extreme challenges of the polar skies but also a series of life-threatening technical mishaps and a global pandemic. From taking off against unfavorable winds over daunting mountain ranges to dealing with fuel leaks and multiple system failures, each moment of the flight could very well be his last. PEACE PILOT captures not only the heart-stopping action and terrifying close calls but also delves into Robert's internal voyage towards greater self-awareness and commitment to environmental conservation. This film is a gripping narrative of survival, human fortitude, and the urgent collective effort needed to safeguard our planet. To watch the movie, visit peacepilotthemovie.com or go to https://flyingthrulife.com/ to learn more about Robert.    About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level executives in sales, operations, and leadership roles within the aviation and aerospace industries. 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.    Subscribe, Rate & Review Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you! 

The Uptime Wind Energy Podcast
WindQuest Advisors on Managing TSA & FSA Negotiations

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 4, 2025 27:32


Allen and Joel sit down with Dan Fesenmeyer of Windquest Advisors to discuss turbine supply agreement fundamentals, negotiation leverage, and how tariff uncertainty is reshaping contract terms. Dan also explains why operators should maximize warranty claims before service agreements take over. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Allen Hall: Dan, welcome to the program. Great to be here. Thanks for having me, guys. Well, we’ve been looking forward to this for several weeks now because. We’re trying to learn some of the ins and outs of turbine supply agreements, FSAs, because everybody’s talking about them now. Uh, and there’s a lot of assets being exchanged. A lot of turbine farms up for sale. A lot of acquisitions on the other side, on the investment side coming in and. As engineers, we don’t deal a lot with TSAs. It’s just not something that we typically see until, unless there’s a huge problem and then we sort of get involved a little bit. I wanna understand, first off, and you have a a ton of experience doing this, that’s why we [00:01:00] love having you. What are some of the fundamentals of turbine supply agreements? Like what? What is their function? How do they operate? Because I think a lot of engineers and technicians don’t understand the basic fundamentals of these TSAs. Dan Fesenmeyer: The TSA is a turbine supply agreement and it’s for the purchase and delivery of the wind turbines for your wind farm. Um, typically they are negotiated maybe over a 12 ish month period and typically they’re signed at least 12 months before you need, or you want your deliveries for the wind turbines. Joel Saxum: We talk with people all over the world. Um, you know, GE Americas is different than GE in Spain and GE in Australia and Nordics here, and everybody’s a little bit different. Um, but what we, we regularly see, and this is always an odd thing to me, is you talked about like negotiating. It starts 12 months ahead of time stuff, but we see that [00:02:00] the agreements a lot of times are very boilerplate. They’re very much like we’re trying to structure this in a certain way, and at the end of the day, well, as from an operator standpoint, from the the person buying them, we would like this and we would like this and we would like this, but at the end of the day, they don’t really seem to get that much negotiation in ’em. It’s kind of like, this is what the agreement you’re gonna take and this is how we sell them. That’s it. Is, is that your experience? I mean, you’re at GE for a long time, one of the leading OEMs, but is that what you’re seeing now or is there a little bit more flexibility or kind of what’s your take on that? Dan Fesenmeyer: I think generally it depends, and of course the, the OEMs in the, and I’ll focus more on the us, they’ll start with their standard template and it’s up to the purchaser, uh, to develop what they want as their wishlist and start negotiations and do their, let’s say, markup. So, uh, and then there’s a bit of leverage involved. If you’re buying two units, it’s hard to get a lot of interest. [00:03:00] If you’re buying 200 units, then you have a lot more leverage, uh, to negotiate terms and conditions in those agreements. I was with GE for 12 years on the sales and commercial side and now doing advisory services for four years. Uh, some of these negotiations can go for a long time and can get very, very red. Others can go pretty quick. It really depends on what your priorities are. How hard you want to push for what you need. Allen Hall: So how much detail goes into a TSA then are, are they getting very prescriptive, the operators coming with a, a list of things they would like to see? Or is it more negotiating on the price side and the delivery time and the specifics of the turbine? Dan Fesenmeyer: Generally speaking, you start kind of with the proposal stage and. First thing I always tell people is, let’s understand what you have in your proposal. Let’s understand, you know, what are the delivery [00:04:00] rates and times and does that fit with your project? Does the price work with respect to your PPA, what does it say about tariffs? That’s a huge one right now. Where is the risk going to land? What’s in, what’s out? Um. Is the price firm or is there indexation, whether it’s tied to commodities or different currencies. So in my view, there’s some pre-negotiations or at least really understanding what the offer is before you start getting into red lines and, and generally it’s good to sit down with the purchasing team and then ultimately with the OEM and walk through that proposal. Make sure you have everything you need. Make sure you understand what’s included, what’s not. Scope of supply is also a big one. Um, less in less in terms of the turbine itself, but more about the options, like does it have the control features you need for Ercot, for example. Uh, does it have leading [00:05:00]edge protection on your blades? Does it have low noise trailing edge? Do we even need lo low noise trailing edges? Uh, you know, those Joel Saxum: sorts Dan Fesenmeyer: of things. Joel Saxum: Do you see the more of the red lining in the commercial phase or like the technical phase? Because, and why I ask this question is when we talk, ’cause we’re regularly in the o and m world, right? Talking with engineers and asset managers, how do you manage your assets? And they really complain a lot that a lot of their input in that, that feedback loop from operations doesn’t make it to the developers when they’re signing TSAs. Um, so that’s a big complaint of theirs. And so my question is like, kind of like. All right. Are there wishes being heard or is it more general on the technical side and more focused on the commercial Dan Fesenmeyer: side? Where do you see that it comes down to making sure that your negotiation team has all the different voices and constituents at the table? Uh, my approach and our, our team’s approach is you have the legal piece, a technical piece, and we’re in between. We’re [00:06:00] the commercial piece. So when you’re talking TSAs, we’re talking price delivery terms. Determination, warranty, you know, kind of the, the big ticket items, liquidated damages, contract caps, all those big ticket commercial items. When you move over to the operations agreement, which generally gets negotiated at the same time or immediately after, I recommend doing them at the same time because you have more leverage and you wanna make sure terms go from TSA. They look the same in the. Services agreement. And that’s where it’s really important to have your operations people involved. Right? And, and we all learn by mistakes. So people that have operated assets for a long time, they always have their list of five or 10 things that they want in their o and m agreement. And, um, from a process standpoint, before we get into red lines, we usually do kind of a high [00:07:00] level walkthrough of here’s what we think is important. Um. For the TSA and for the SMA or the operations and maintenance agreement, let’s get on the same page as a team on what’s important, what’s our priority, and what do we want to see as the outcome. Allen Hall: And the weird thing right now is the tariffs in the United States that they are a hundred percent, 200%, then they’re 10%. They are bouncing. Like a pinball or a pong ping pong ball at the moment. How are you writing in adjustments for tariffs right now? Because some of the components may enter the country when there’s a tariff or the park the same park enter a week later and not be under that tariff. How does that even get written into a contract right now? Dan Fesenmeyer: Well, that’s a fluid, it’s a fluid environment with terrorists obviously, and. It seems, and I’ll speak mostly from the two large OEMs in the US market. Um, [00:08:00] basically what you’re seeing is you have a proposal and tariffs, it includes a tariff adder based on tariffs as in as they were in effect in August. And each one may have a different date. And this is fairly recent, right? So as of August, here’s what the dates, you know, here’s a tariff table with the different countries and the amounts. Here’s what it translates into a dollar amount. And it’ll also say, well, what we’re going to do is when, uh, these units ship, or they’re delivered X works, that’s when we come back and say, here’s what the tariffs are now. And that difference is on the developer or the purchaser typically. Allen Hall: So at the end of the day. The OEM is not going to eat all the tariffs. They’re gonna pass that on. It’s just basically a price increase at the end. So the, are the, are the buyers of turbines then [00:09:00] really conscious of where components are coming from to try to minimize those tariffs? Dan Fesenmeyer: That’s Allen Hall: difficult. Dan Fesenmeyer: I mean, I would say that’s the starting point of the negotiation. Um, I’ve seen things go different ways depending on, you know, if an off, if a developer can pass through their tariffs to the, on their PPA. They can handle more. If they can’t, then they may come back and say, you know what, we can only handle this much tariff risk or amount in our, in our PPA. The rest we need to figure out a way to share between the OEM or maybe and the developer. Uh, so let’s not assume, you know, not one, one size doesn’t fit all. Joel Saxum: The scary thing there is it sound, it sounds like you’re, like, as a developer when you’re signing a TSA, you’re almost signing a pro forma invoice. Right. That that could, that could go up 25% depending on the, the mood on, in Capitol Hill that day, which is, it’s a scary thought and I, I would think in my mind, hard to really get to [00:10:00] FID with that hanging over your head. Dan Fesenmeyer: Yeah. It it’s a tough situation right now for sure. Yeah. And, and we haven’t really seen what section 2 32, which is another round of potential tariffs out there, and I think that’s what. At least in the last month or two. People are comfortable with what tariffs are currently, but there’s this risk of section 2 32, uh, and who’s going to take that risk Allen Hall: moving forward? Because the 2 32 risk is, is not set in stone as when it will apply yet or if it even Dan Fesenmeyer: will happen and the amount, right. So three ifs, three big ifs there, Alan. Allen Hall: Yeah. And I, maybe that’s designed on purpose to be that way because it does seem. A little bit of chaos in the system will slow down wind and solar development. That’s one way you do. We just have a, a tariff. It’s sort of a tariff that just hangs out there forever. And you, are there ways to avoid that? Is it just getting the contract in [00:11:00] place ahead of time that you can avoid like the 2 32 thing or is it just luck of the draw right now? It’s always Dan Fesenmeyer: up to the situation and what your project delivery. Is looking at what your PPA, what can go in, what can go out. Um, it’s tough to avoid because the OEMs certainly don’t want to take that risk. And, uh, and I don’t blame them. Uh, and separately you were asking about, well, gee, do you start worrying about where your components are sourced from? Of course you are. However, you’re going to see that in the price and in the tariff table. Uh, typically. I would say from that may impact your, your, uh, sort of which, which OEM or which manufacturer you go with, depending on where their supply chain is. Although frankly, a lot of components come from China. Plain and simple, Allen Hall: right? Dan Fesenmeyer: Same place. If you are [00:12:00] subject to these tariffs, then you want to be more on a, you know, what I would say a fleet wide basis. So, uh, meaning. Blades can come from two places. We don’t want to have, you know, an OEM select place number one because it’s subject to tariff and we have to pay for it. You want it more on a fleet basis, so you’re not, so the OEM’s not necessarily picking and choosing who gets covered or who has to pay for a tariff or not. Joel Saxum: And I wonder that, going back to your first statement there, like if you have the power, the leverage, if you can influence that, right? Like. Immediately. My mind goes to, of course, like one of the big operators that has like 10, 12, 15,000 turbines and deals exclusively with ge. They probably have a lot of, they might have the, the stroke to be able to say, no, we want our components to come from here. We want our blades to come from TPI Mexico, or whatever it may be, because we don’t want to make sure they’re coming from overseas. And, and, and if that happens in, in [00:13:00] the, let’s take like the market as a whole, the macro environment. If you’re not that big player. You kind of get the shaft, like you, you would get the leftovers basically. Dan Fesenmeyer: You could, and that makes for a very interesting discussion when you’re negotiating the contract and, and figuring out something that could work for both. It also gets tricky with, you know, there could be maybe three different gearbox suppliers, right? And some of those. So this is when things really get, you know, peeling back an onion level. It’s difficult and I’ll be nice to the OEMs. It’s very tough for them to say, oh, we’re only a source these gearbox, because they avoid the tariffs. Right? That’s why I get more to this fleet cost basis, which I think is a fair way for both sides to, to handle the the issue. Allen Hall: What’s a turbine backlog right now? If I sign a TSA today, what’s the earliest I would see a turbine? Delivered. Dan Fesenmeyer: You know, I, I really don’t know the answer to that. I would say [00:14:00] generally speaking, it would be 12 months is generally the response you would get. Uh, in terms of if I sign today, we get delivery in 12 months, Allen Hall: anywhere less than two years, I think is a really short turnaround period. Because if you’re going for a, uh, gas turbine, you know, something that GE or Siemens would provide, Mitsubishi would provide. You’re talking about. Five or six years out before we ever see that turbine on site. But wind turbines are a year, maybe two years out. That seems like a no brainer for a lot of operators. Dan Fesenmeyer: I would say a year to two is safe. Um, my experience has been things, things really get serious 12 months out. It’s hard to get something quicker. Um, that suppliers would like to sign something two years in advance, but somewhere in between the 12 months and 24 months is generally what you can expect. Now, I haven’t seen and been close to a lot of recent turbine supply [00:15:00]deals and, and with delivery, so I, I, I can’t quote me on any of this. And obviously different safe harbor, PTC, windows are going to be more and more important. 20 eights preferred over 29. 29 will be preferred over 30. Um, and how quick can you act and how quick can you get in line? Allen Hall: Yeah, it’s gonna make a big difference. There’s gonna be a rush to the end. Wouldn’t you think? There’s must be operators putting in orders just because of the end of the IRA bill to try to get some production tax credits or any tax credits out of it. Dan Fesenmeyer: Absolutely. And you know. June of 2028 is a hell of a lot better than fall of 2028 if you want a COD in 2 28. Right. And then you just work backwards from there. Yeah. And that’s, that’s, we’ve seen that in the past as well, uh, with, with the different PTC cliffs that we’ve [00:16:00] seen. Allen Hall: Let’s talk service agreements for a moment when after you have a TSA signed and. The next thing on the list usually is a service agreement, and there are some OEMs that are really hard pushing their service agreements. 25, 30, 35 years. Joel, I think 35 is the longest one I have seen. That’s a long time. Joel Saxum: Mostly in the Nordics though. We’ve seen like see like, uh, there are Vestas in the Nordic countries. We’ve seen some 35 year ones, but that’s, to me, that’s. That’s crazy. That’s, that’s a marriage. 35 years. The crazy thing is, is some of them are with mo models that we know have issues. Right? That’s the one that’s always crazy to me when I watch and, and so then maybe this is a service, maybe this is a com a question is in a service level agreement, like I, I, I know people that are installing specific turbines that we’ve been staring at for five, six years that we know have problems now. They’ve addressed a lot of the problems and different components, bearings and drive, train and [00:17:00] blades and all these different things. Um, but as an, as an operator, you’d think that you have, okay, I have my turbine supply agreement, so there’s some warranty stuff in there that’s protecting me. There is definitely some serial defect clauses that are protecting me. Now I have a service level agreement or a service agreement that we’re signing that should protect me for from some more things. So I’m reducing my risk a little more. I also have insurance and stuff in built into this whole thing. But when, when you start crossing that gap between. These three, four different types of contracts, how do people ensure that when they get to that service level contract, that’s kind of in my mind, the last level of protection from the OEM. How do they make sure they don’t end up in a, uh, a really weird Swiss cheese moment where something fell through the cracks, serial defects, or something like that? You know? Dan Fesenmeyer: Yeah. It, it comes down to, I, I think it’s good to negotiate both at the same time. Um, it sometimes that’s not practical. It’s good. And [00:18:00] part of it is the, the simple, once your TSA is signed, you, you don’t have that leverage over that seller to negotiate terms in the services agreement, right? Because you’ve already signed a t to supply agreement. Uh, the other piece I think is really important is making sure the defect language, for example, and the warranty language in the TSA. Pretty much gets pulled over into the service agreement, so we don’t have different definitions of what a defect is or a failed part, uh, that’s important from an execution standpoint. My view has always been in the TSA, do as much on a warranty claim as you possibly can at that end of the warranty term. The caps and the coverages. And the warranty is much higher than under the services agreement. Services agreement [00:19:00] will end up, you know, warranty or extended warranty brackets, right? ’cause that’s not what it is. It becomes unscheduled maintenance or unplanned maintenance. So you do have that coverage, but then you’re subject to, potentially subject to CAPS or mews, annual or per event. Um. Maybe the standard of a defect is different. Again, that’s why it’s important to keep defect in the TSAs the same as an SMA, and do your warranty claim first. Get as much fixed under the warranty before you get into that service contract. Joel Saxum: So with Windquest, do you go, do you regularly engage at that as farms are coming up to that warranty period? Do you help people with that process as well? As far as end of warranty claims? Contract review and those things before they get into that next phase, you know, at the end of that two year or three years. Dan Fesenmeyer: Yeah. We try to be soup to nuts, meaning we’re there from the proposal to helping [00:20:00] negotiate and close the supply agreement and the services agreement. Then once you move into the services agreement or into the operation period, we can help out with, uh, filing warranty claims. Right. Do we, do you have a serial defect, for example, or. That, that’s usually a big one. Do you have something that gets to that level to at least start that process with an root cause analysis? Um, that’s, that’s obviously big ones, so we help with warranty claims and then if things aren’t getting fixed on time or if you’re in a service agreement and you’re unhappy, we try to step in and help out with, uh, that process as well. Joel Saxum: In taking on those projects, what is your most common component that you deal with for seald? Defects, Dan Fesenmeyer: gearboxes seem to always be a problem. Um, more recently, blade issues, um, main bearing issues. Uh, those are [00:21:00] some of the bigger ones. And then, yeah, and we can be main bearings. Also. Pitch bearings often an issue as well. Joel Saxum: Yeah, no, nothing surprising there. I think if you, if you listen to the podcast at all, you’ve heard us talk about all of those components. Fairly regularly. We’re not, we’re not to lightening the world on firing new information on that one. Allen Hall: Do a lot of operators and developers miss out on that end of warranty period? It does sound like when we talk to them like they know it’s coming, but they haven’t necessarily prepared to have the data and the information ready to go till they can file anything with the OEM it. It’s like they haven’t, they know it’s approaching, right? It’s just, it’s just like, um, you know, tax day is coming, you know, April 15th, you’re gonna write a check for to somebody, but you’re not gonna start thinking about it until April 14th. And that’s the wrong approach. And are you getting more because things are getting tighter? Are you getting more requests to look at that and to help? Operators and developers engage that part of their agreements. I think it’s an Dan Fesenmeyer: [00:22:00] oppor opportunity area for owner operators. I think in the past, a lot of folks have just thought, oh, well, you know, the, the, the service agreement kicks in and it’ll be covered under unscheduled or unplanned maintenance, which is true. But, uh, again, response time might be slower. You might be subject to caps, or in the very least, an overall contract level. Cap or limitation, let’s say. Uh, so I, I do think it’s an opportunity area. And then similarly, when you’re negotiating these upfront to put in language that, well, I don’t wanna say too much, but you wanna make sure, Hey, if I, if I file a claim during warranty and you don’t fix it, that doesn’t count against, let’s say your unplanned cap or unplanned maintenance. Joel Saxum: That’s a good point. I was actually, Alan, this is, I was surprised the other day. You and I were on a call with someone and they had mentioned that they were coming up on end of warranty and they were just kinda like, eh, [00:23:00] we’ve got a service agreement, so like we’re not gonna do anything about it. And I was like, really? Like that day? Like, yeah, that deadline’s passed, or it’s like too close. It wasn’t even passed. It was like, it’s coming up and a month or two. And they’re like, yeah, it’s too close. We’re not gonna do anything about it. We’ll just kind of deal with it as it comes. And I was thinking, man, that’s a weird way to. To manage a, you know, a wind farm that’s worth 300 million bucks. Dan Fesenmeyer: And then the other thing is sometimes, uh, the dates are based on individual turbine CDs. So your farm may have a December 31 COD, but some of the units may have an October, uh, date. Yeah, we heard a weird one the other day that was Joel Saxum: like the entire wind farm warranty period started when the first turbine in the wind farm was COD. And so there was some turbines that had only been running for a year and a half and they were at the end of warranty already. Someone didn’t do their due diligence on that contract. They should have called Dan Meyer. Dan Fesenmeyer: And thing is, I come back is when you know red lines are full of things that people learned [00:24:00] by something going wrong or by something they missed. And that’s a great example of, oh yeah, we missed that when we signed this contract. Joel Saxum: That’s one of the reasons why Alan and I, a lot, a lot of people we talk to, it’s like consult the SMEs in the space, right? You’re, you may be at tasked with being a do it all person and you may be really good at that, but someone that deals in these contracts every day and has 20 years of experience in it, that’s the person you talk to. Just like you may be able to figure out some things, enlight. Call Allen. The guy’s been doing lightning his whole career as a subject matter expert, or call a, you know, a on our team and the podcast team is the blade expert or like some of the people we have on our network. Like if you’re going to dive into this thing, like just consult, even if it’s a, a small part of a contract, give someone a day to look through your contract real quick just to make sure that you’re not missing anything. ’cause the insights from SMEs are. Priceless. Really. Dan Fesenmeyer: I couldn’t agree more. And that’s kind of how I got the idea of starting Windquest advisors to begin with. [00:25:00] Um, I used to sit across the table with very smart people, but GE would con, you know, we would negotiate a hundred contracts a year. The purchaser made one or two. And again, this isn’t, you know, to beat up the manufacturers, right? They do a good job. They, they really work with their, their customers to. Find solutions that work for both. So this is not a beat up the OEM, uh, from my perspective, but having another set of eyes and experience can help a lot. Allen Hall: I think it’s really important that anybody listening to this podcast understand how much risk they’re taking on and that they do need help, and that’s what Windquest Advisors is all about. And getting ahold of Dan. Dan, how do people get ahold of you? www.win advisors.com. If you need to get it to Dan or reach out to win advisors, check out LinkedIn, go to the website, learn more about it. Give Dan a phone call because I think [00:26:00] you’re missing out probably on millions of dollars of opportunity that probably didn’t even know existed. Uh, so it’s, it’s a good contact and a good resource. And Dan, thank you so much for being on the podcast. We appreciate having you and. We’d like to have you back again. Dan Fesenmeyer: Well, I’d love to come back and talk about, maybe we can talk more about Lightning. That’s a Joel Saxum: couple of episodes. Dan Fesenmeyer: I like watching your podcast. I always find them. Informative and also casual. It’s like you can sit and listen to a discussion and, and pick up a few things, so please continue doing what you’re doing well, thanks Dan. Allen Hall: Thanks Dan.

Body Bangin'
ADAS, Sensors & Epoxies: The New Rules of Plastic Repair | Ep #133 with Mario Dimovski

Body Bangin'

Play Episode Listen Later Dec 2, 2025 38:48


50-60% of the parts on an average collision claim are plastic. Yet, most of the industry is still operating in the "wild west" when it comes to repairing them.In this eye-opening episode of Body Bangin', I sat down with Mario Dimovski, a 35-year veteran of the industry and the Head of the Plastic Repair Alliance Council, to discuss the massive knowledge gap in plastic repair… and the global initiative that is about to change everything.Mario has spent his entire career in plastics. He explains why the "chicken wire and hot glue" approach is failing shops, why OEMs are finally paying attention, and how a new set of global standards is being built to help shops repair safer, cheaper, and better.This episode is a wake-up call for every shop owner who wants to stay ahead of the curve on the most common material in the bay.What You'll Learn in This Episode:

The Uptime Wind Energy Podcast
Statkraft Sells Offshore Wind, Torsional Blade Testing

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 2, 2025 31:09


Allen and Yolanda discuss Statkraft’s workforce cuts and sale of its Swedish offshore wind projects. They also cover ORE Catapult’s partnership with Bladena to conduct torsional testing on an 88-meter blade, and the upcoming Wind Energy O&M Australia conference. Register for ORE Catapult’s Offshore Wind Supply Chain Spotlight event! Visit CICNDT to learn more! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here’s your hosts, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall in the Queen city of Charlotte, North Carolina. I have Yolanda Padron in of all places, Austin, Texas. We’re together to talk to this week’s news and there’s a lot going on, but before we do, I want to highlight that Joel Saxon and I will be in Edinburgh, Scotland for the re Catapult UK offshore supply chain spotlight. That’s on December 11th, which is a Thursday. We’re gonna attend that event. We’re excited to meet with everybody. Over in the UK and in Scotland. Um, a lot of people that we know and have been on the podcast over a number of years [00:01:00] are gonna be at that event. If you’re interested in attending the OE Catapult UK Offshore Supply Chain spotlight, just Google it. It’s really inexpensive to attend, and I hope to see most of you there, Yolanda. There’s some big news over in Scandinavia today, uh, as, as we’re reading these stories, uh, the Norwegian State owned Utility Stack Craft, and it’s also one of Europe’s largest renewable energy companies. As, uh, as we know, I’ve been spending a lot of money in new markets and new technologies. Uh, they are in electric vehicle charging biofuels and some offshore wind development. Off the eastern coast of Sweden. So between Finland and Sweden, they’re also involved in district heating. So Stack Craft’s a really large company with a broad scope, uh, but they’re running into a little bit of financial difficulty. And this past July, they announced some [00:02:00] workforce reductions, and those are starting to kick in. They have 168 fewer employees, uh, by the end of this third quarter. 330 more expected to leave by the end of the year when all the dive are complete. This is the worrisome part. Roughly 1000 people will longer work for the company. Now, as part of the restructuring of Stack Craft, they are going to or have sold their offshore portfolio to Zephyr Renewable. Which is another Norwegian company. So Stack Craft is the Norwegian state owned renewable energy company. Zephyr is an independent company, far as I can tell my recollection that’s the case. So they agreed to acquire the bot, the uh, offshore Sigma and Lambda North projects, which makes Zephyr the largest offshore wind developer. Sweden, not Norway, [00:03:00] in Sweden. Obviously there’s some regulatory approvals that need to happen to make this go, but it does seem like Norway still is heavily involved in Sweden. Yolanda, with all the movement in offshore wind, we’re seeing big state owned companies. Pulling themselves out of offshore wind and looks like sort of free market, capitalistic companies are going head first into offshore wind. How does that change the landscape and what should we be expecting here over the next year or two? Yolanda Padron: We, we’ve seen a large reduction in the, the workforce in offshore wind in all of these state owned companies that you mentioned. Uh, something that I think will be really interesting to see will be that different approach. Of, you know, having these companies be a bit more like traditional corporations that you see, not necessarily having them, [00:04:00] um, be so tied to whatever politically is happening in the government at the moment, or whatever is happening between governments at a time, um, and seeing exactly what value. The different aspects of a company are bringing into what that company is making into, um, what, uh, the revenue of that company is, and not just kind of what is, what is considered to be the best way forward by governments. Do you agree? Is that something that you’re sensing too? Allen Hall: The COP 30 just wrapped down in the rainforest of Brazil, and there has not been a lot of agreement news coming out of that summit. Uh, I think next year it’s gonna move to Turkey, but Australia’s involved heavily. It was supposed to be in Adelaide at one point and then it’s moved to Turkey. [00:05:00] So there doesn’t seem to be a lot of consensus globally about what should be happening for renewables, and it feels like. The state owned companies are, uh, getting heavily leveraged and losing money trying to get their footing back underneath of them, so they’re gonna have to divest of something to get back to the core of what they were doing. That’s an interesting development because I think one of the question marks regarding sort of these state owned companies was how fast were they willing to develop the technology? How much risk were they willing to take? Being backed by governments gets a little political at times, right? So they, they want to have a, a steady stream of revenue coming from these operations. And when they don’t, the politicians step in and, uh, lean on the company is a good bit. Does the move to more, uh, standalone companies that are investing sort of venture capital money and bank money taking loans? I assume most of this [00:06:00] does that. Change how the offshore industry looks at itself. One and two, what the OEMs are thinking. Because if they were going to sell to an TED or an Ecuador, or a stack raft or vattenfall, any of them, uh, you know, when you’re going to that sales discussion that they’re backed by billions and billions and billions of, of kroner or whatever the, the currency is. So you may not have to. Really be aggressive on pricing. Now you’re dealing with companies that are heavily leveraged and don’t have that banking of a government. Do you think there’s gonna be a tightening of what that marketplace looks like or more pressure to go look towards China for offshore wind turbines? Yolanda Padron: It’ll definitely get a bit more audited internally, exactly what decisions are made and and how objective teams are. I think that there’s. [00:07:00] In all of the companies that you mentioned, there’s some semblance of things that maybe happened because of what was going on politically or, or because of ties that certain governments had to each other, or certain governments had to specific corporations, um, which was a, a great way for those companies to operate at the time and what was, what made sense. But now that it’s. A third party who genuinely, you know, needs that cash flow in from that business or that part of the business, it’ll, I think you’ll definitely start seeing some, some greater efficiencies going on within Allen Hall: these teams. Well, I would hope so. If you think about the way the United States moved pre, uh, the current administration. There were a number of US based companies sort of going 50 50 on a lot of the [00:08:00] offshore development, and then they slowly started backing away. The only one that’s still really in it is Dominion, was the coastal offshore, um, coastal Virginia offshore wind project that is still progressing at a good pace. But, uh, everybody else that was involved in, and they’re not the same kind of structure as an Ecuador is. They’re not, uh, there’s kinda state-owned entities in the United States and states can’t have deficits, unlike nations can. So the US deficit obviously is massively large, but state deficits don’t really exist. So those electric companies can’t get highly leveraged where they’re gonna bleed cash. It’s just not a thing. It’s gonna happen. So I think I saw the precursors to some of this offshore turbulence happening in the United States as the. They didn’t see a lot of profit coming from the state electric companies. That seems to be flowing into Europe now pretty heavily. That started about six months [00:09:00] ago. How are they gonna structure some of these offshore projects now? Are they just gonna put them on hold and wait for interest rates to come down so that the margins go up? Is is that really the play? Is that you have the plot of land? You already have all the, the filings and the paperwork and authorization to do a project at some point, is it just now a matter of waiting where the time is? Right. Financially, Yolanda Padron: that question will be answered by each specific company and see what, what makes sense to them. I don’t think that it makes sense to stall projects that if you already have the permits in, if you already have everything in, and just to, to see when the time is right, because. Everything’s been ramping up to that moment, right? Like, uh, the water’s always already flowing. Um, but it, it’ll, it’ll definitely be interesting to see what approach, like where, where each company finds themselves. I, they’ll have to rely on [00:10:00] what information has come out in the past and maybe try to analyze it, try to see exactly where things went wrong, or try to pinpoint what. Decisions to not make. Again, knowing what they know now, but with everything already flowing and everything already in queue, it’ll have to be something that’s done sooner rather than later to not lose any of that momentum of the projects because they’re not reinventing the wheel. Allen Hall: Siemens is developing what a 20 odd megawatt, offshore turbine? 22 megawatt, if I remember right. 21, 22. Something in there. Obviously Ming Yang and some others are talking about upwards of 15 megawatts in the turbine. If you have a lot of capital at risk and not a lot of government backing in it, are you going to step down and stay in the 15 megawatt range offshore because there’s some little bit of history, or are you gonna just roll the dice? Some new technology knowing that you can get the, the dollar per megawatt [00:11:00] down. If you bought a Chinese wind turbine, put it in the water. Do you roll that? Do you roll that dice and take the risk? Or is the safer bet and maybe the financing bet gonna play out easier by using a Vestus 15 megawatt turbine or a Siemens older offshore turbine that has a track record with it. Yolanda Padron: I think initially it’ll have to be. Using what’s already been established and kind of the devil, you know? Right. I, I think it’ll, there’s a lot of companies that are coming together and, and using what’s done in the field and what operational information they have to be able to, to. Take that information and to create new studies that could be done on these new blades, on these new technologies, uh, to be able to take that next step into innovation without compromising any [00:12:00] of the, of the money, any of the aspects really like lowering your risk Allen Hall: portfolio. Yeah. ’cause the risk goes all the way down to the OEMs, right. If the developer fails and the OEM doesn’t get paid. It, it’s a. Catastrophic down the chain event that Siemens investors are looking to avoid, obviously. So they’re gonna be also looking at the financing of these companies to decide whether they’re going to sell them turbines and. The question comes up is how much are they gonna ask for a deposit before they will deliver the first turbine? It may be most of the money up front. Uh, it generally is, unless you’re a big developer. So this is gonna be an interesting, uh, turning point for the offshore wind industry. And I know in 2026 we’re gonna see a lot more news about it, and probably some names we haven’t heard of in a while. Coming back into offshore wind. Don’t miss the UK Offshore Wind Supply Chain Spotlight 2025 in Edinburg on December 11th. Over 550 delegates and 100 exhibitors will be at this game changing event. [00:13:00] Connect with decision makers, explore market ready innovations and secure the partnerships to accelerate your growth. Register now and take your place at the center of the UK’s offshore Wind future. Just visit supply chain spotlight.co.uk and register today. Well, as we all know, the offshore wind industry has sort of a problem, which is now starting to come more prevalent, which is the first generation of offshore wind turbines that prove that the technology could work at scale or getting old. We’re also developing a lot of new wind turbines, so the blade links are getting much longer. We don’t have a lot of design history on them. Decommissioning is expensive. Of course, anything offshore is expensive. What if we can make those blades last longer offshore, how would we do that? Well, that question has come up a number of times at many of the, the conferences that I have attended, and it looks like ORI Catapult, which is based in the UK and has their test center [00:14:00] in Blythe, England, is working with Blade Dina, which is a Danish engineering company that’s now owned by Res. So if you haven’t. Seeing anything from Blade Dina, you’re not paying attention. You should go to the website and check them out. Uh, they have all kinds of great little technology and I call it little technology, but innovative technology to make blades last longer. So some really cool things from the group of Blade Dina, but they’re gonna be working with re catapult to test an 88 meter blade for torsion. And I’m an electrical engineer. I’m gonna admit it up front, Yolanda. I don’t know a lot about torsional testing. I’ve seen it done a little bit on aircraft wings, but I haven’t seen it done on wind turbine blades. And my understanding, talking to a lot of blade experts like yourself is when you start to twist a blade, it’s not that easy to simulate the loads of wind loads that would happen normally on a turbine in the laboratory. Yolanda Padron: Absolutely. I think this is going to be so [00:15:00] exciting as someone in operations, traditionally in operations, uh, because I think a lot of the, the technology that we’ve seen so far and the development of a lot of these wind projects has been from teams that are very theory based. And so they’ve, they’ve seen what simulations can be done on a computer, and those are great and those are perfect, but. As everyone knows, the world is a crazy place. And so there’s so many factors that you might not even think to consider before going into operations and operating this, uh, wind farm for 10, 20 years. And so something that Blade Dina is doing is bringing a lot of that operational information and seeing, like applying that to the blade testing to be able to, to get us to. The next step of being able to innovate while knowing a little bit [00:16:00]more of what exactly you’re putting on there and not taking as big a risk. Allen Hall: Does the lack of torsional testing increase the risk? Because if you listen to, uh, a, a lot of blade structure people, one of the things that’s discussed, and Blaina has been working on this for a couple of years, I went back. Two or three years to see what some of the discussions were. They’ve been working with DTU for quite a while, but Dina has, uh, but they think that some of the aging issues are really related to torsion, not to flap wise or edgewise movement of the blade, if that’s the case, particularly on longer blades, newer blades, where they’re lighter. If that’s the case, is there momentum in the industry to create a standard on how to. Do this testing because I, I know it’s gonna be difficult. I, I can imagine all the people from Blaina that are working on it, and if you’ve met the Blaina folk, there [00:17:00] are pretty bright people and they’ve been working with DTU for a number of years. Everybody in this is super smart. But when you try to get something into an IEC standard, you try to simplify where it can be repeatable. Is this. Uh, is it even possible to get a repeatable torsion test or is it gonna be very specific to the blade type and, or it is just gonna be thousands of hours of engineering even to get to a torsion test? Yolanda Padron: I think right now it’ll be the thousands of hours of engineering that we’re seeing, which isn’t great, but hopefully soon there, there could be some sort of. A way to, to get all of these teams together and to create a bit of a more robust standard. Of course, these standards aren’t always perfect. We’ve seen that in, in other aspects such as lightning, but it at least gets you a starting point to, to be able to, to have everyone being compliance with, with a similar [00:18:00] testing parameters. Allen Hall: When I was at DTU, oh boy, it’s probably been a year and a half, maybe two years ago. Yikes. A lot has happened. We were able to look at, uh, blades that had come off the first offshore wind project off the coast of Denmark. These blades were built like a tank. They could live another 20, 30 years. I think they had been on in the water for 20 plus years. If I remember correctly. I was just dumbfounded by it, like, wow. That’s a long time for a piece of fiberglass to, to be out in such a harsh environment. And when they started to structurally test it to see how much life it had left in it, it was, this thing could last a lot longer. We could keep these blades turned a lot longer. Is that a good design philosophy though? Are should we be doing torsional testing to extend the lifetime to. 40, 50 years because I’m concerned now that the, well, the reality is you like to have everything fall apart at once. The gearbox to fail, the generator to fail, the [00:19:00] blades, to fail, the tower, to fail all of it at the same time. That’s your like ideal engineering design. And Rosemary always says the same thing, like you want everything to fall apart and the same day. 25 years out because at 25 years out, there’s probably a new turbine design that’s gonna be so much massively better. It makes sense to do it. 20 years is a long time. Does it make sense to be doing torsional testing to extend the lifetime of these blades past like the 20 year lifespan? Or is, or, or is the economics of it such like, if we can make these turbines in 50 years, we’re gonna do it regardless of what the bearings will hold. Yolanda Padron: From, from speaking to different people in the field, there’s a lot of appetite to try to extend the, the blade lifetime as long as the permits are. So if it’s a 50 year permit to try to get it to those 50 years as much as possible, so you don’t have to do a lot of that paperwork and a lot of the, if you have to do [00:20:00] anything related to the mono piles, it’s a bit of a nightmare. Uh, and just trying to, to see that, and of course. I agree that in a perfect world, everything would fail at once, but it doesn’t. Right? And so there you are seeing in the lifetime maybe you have to do a gearbox replacement here and there. And so, and having the, the blades not be the main issue or not having blades in the water and pieces as long as possible or in those 50 years, then you can also tackle some of the other long-term solutions to see if you, if you can have that wind farm. For those 50 years or if you are going to have to sort of either replace some of the turbines or, or eat up some of that time left over in the permit that you have. Allen Hall: Yeah, because I think the industry is moving that way to test gear boxes and to test bearings. RD test systems has made a number of advancements and test beds to do just that, to, [00:21:00] to test these 15, 20, 25 megawatt turbines for lifetime, which we haven’t done. As much of this probably the industry should have. It does seem like we’re trying to get all the components through some sort of life testing, whatever that is, but we haven’t really understood what life testing means, particularly with blades. Right? So the, the issue of torsion, which is popped its head up probably every six months. There’s a question about should we be testing for torsion that. Is in line with bearing testing that’s in line with gearbox testing. If we are able to do that, where we spend a little more money on the development side and the durability side, that would dramatically lower the cost of operations, right? Yolanda Padron: Absolutely. It, it’d lower the cost of operations. It would lower the ask. Now that. A lot of these companies are transition, are [00:22:00]transitioning to be a bit more privatized. It’ll lower the risk long term for, for getting some of those financial loans out, for these projects to actually take place. And, you know, you’ll, you’re having a, a site last 50 years, you’re going to go through different cycles. Different political cycles. So you won’t have that, um, you won’t have that to, to factor in too much, into, into your risk of whether, whether or not you, you have a permit today and don’t have it tomorrow. Allen Hall: It does bring the industry to a interesting, uh, crossroads if we can put a little more money into the blades to make them last 25 years. Pretty regularly like the, the, you’re almost guaranteeing it because of the technology that bleeding that’s gonna develop with Ory Catapult and you get the gearbox and you can get the generator and bearings all to do the same thing. [00:23:00] Are you willing to pay a little bit more for that turbine? Because I think in today’s world or last year’s world, the answer was no. I wanted the cheapest blade. I wanted the cheapest, uh, to sell. I could get, I wanna put ’em on a tower, I’m gonna call it done. And then at least in the United States, like repower, it’s boom, 10 years it’s gonna repower. So I don’t care about year 20. I don’t even care about year 11, honestly, that those days have are gone for a little while, at least. Do you think that there’s appetite for say, a 10% price increase? Maybe a 15% say 20. Let’s just go crazy and say it’s a 20% price increase to then know, hey, we have some lifecycle testing. We’re really confident in the durability these turbines is. There’s a trade off there somewhere there, right? Yolanda Padron: Yeah. I mean, spending 10, 20% of CapEx to it, it. Will, if you can dramatically increase [00:24:00] the, the lifetime of the blades and not just from the initial 10 years, making them 20 years like we’re talking about, but some of these blades are failing before they hit that 10 year mark because of that lack of testing, right. That we’ve seen, we’ve talked to so many people about, and it’s an unfortunate reality. But it is a reality, right? And so it is something that if you’re, you’re either losing money just from having to do a lot of repairs or replacements, or you’re losing money from all of the downtime and not having that generation until you can get those blade repairs or replacements. So in spending a little bit more upfront, I, I feel like there should be. Great appetite from a lot of these companies to, to spend that money and not have to worry about that in the long term. Allen Hall: Yeah, I think the 20 26, 27, Joel would always say it’s 2027, but let’s just say 2027. If you have an [00:25:00] opportunity to buy a really hard and vested turbine or a new ing y, twin headed dragon and turbine, whatever, they’re gonna call this thing. I think they’re gonna stick to the European turbine. I really do. I think the lifetime matters here. And having security in the testing to show that it’s gonna live that long will make all the little difference to the insurance market, to the finance market. And they’re gonna force, uh, the developers’ hands that’s coming, Yolanda Padron: you know, developing of a project. Of course, we see so many projects and operations and everything. Um, but developing a project does take years to happen. So if you’re developing a project and you think, you know, this is great because I can have this project be developed and it will take me and it’ll be alive for a really long time and it’ll be great and I’ll, I’ll be able to, to see that it’s a different, it’s a different business case too, of how much money you’re going to bring into the [00:26:00]company by generating a lot more and a lot more time and having to spend less upfront in all of the permitting. Because if instead of having to develop two projects, I can just develop one and it’ll last as long as two projects, then. Do you really have your business case made for you? Especially if it’s just a 10 to 20% increase instead of a doubling of all of the costs and effort. Speaker 4: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind Energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W om a 2020 six.com. Wind Energy, o and m Australia is created [00:27:00] by Wind professionals for wind professionals. Because this industry needs solutions, not speeches, Allen Hall: I know Yolanda and I are preparing to go to Woma Wind Energy, o and m Australia, 2026 in February. Everybody’s getting their tickets and their plans made. If you haven’t done that, you need to go onto the website, woma WMA 2020 six.com and register to attend the event. There’s a, there’s only 250 tickets, Yolanda, that’s not a lot. We sold out last year. I think it’s gonna be hard to get a ticket here pretty soon. You want to be there because we’re gonna be talking about everything operations and trying to make turbines in Australia last longer with less cost. And Australians are very, um, adept at making things work. I’ve seen some of their magic up close. It’s quite impressive. Uh, so I’m gonna learn a lot this year. What are you looking forward to at Wilma 26? Yolanda. [00:28:00] Yolanda Padron: I think it’s going to be so exciting to have such a, a relatively small group compared to the different conferences, but even just the fact that it’s everybody talking to each other who’s seen so many different modes of failure and so many different environments, and just everybody coming together to talk solutions or to even just establish relationships for when that problem inevitably arises without having it. Having, I mean, something that I always have so much anxiety about whenever I go to conferences is just like getting bombarded by salespeople all the time, and so this is just going to be great Asset managers, engineers, having everybody in there and having everybody talking the same language and learning from each other, which will be very valuable. At least for me. Allen Hall: It’s always sharing. That’s what I enjoy. And it’s not even necessarily during some of the presentations and the round tables and the, [00:29:00] the panels as much as when you’re having coffee out in the break area or you’re going to dinner at night, or uh, meeting before everything starts in the morning. You just get to learn so much about the wind industry and where people are struggling, where they’re succeeding, how they dealt with some of these problems. That’s the way the industry gets stronger. We can’t all remain in our little foxholes, not looking upside, afraid to poke our head up and look around a little bit. We, we have to be talking to one another and understanding how others have attacked the same problem. And I always feel like once we do that, life gets a lot easier. I don’t know why we’re make it so hard and wind other industries like to talk to one another. We seem somehow close ourselves off. And uh, the one thing I’ve learned in Melbourne last year was. Australians are willing to describe how they have fixed these problems. And I’m just like dumbfounded. Like, wow, that was brilliant. You didn’t get to to Europe and talk about what’s going on [00:30:00] there. So the exchange of information is wonderful, and I know Yolanda, you’re gonna have a great time and so are everybody listening to this podcast. Go to Woma, WOMA 2020 six.com and register. It’s not that much money, but it is a great time and a wonderful learning experience. 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 for, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you on the next episode of the Uptime Wind Energy Podcast. This time next [00:31:00] week.

On Aon
Risk and Resilience in the Age of Autonomous Vehicles

On Aon

Play Episode Listen Later Dec 2, 2025 18:30


On Aon — Episode 97 Risk and Resilience in the Age of Autonomous VehiclesAutonomous vehicles and self-driving technology are no longer futuristic — they're transforming how we move today. As adoption accelerates worldwide, insurers face a new set of risks and opportunities. Jillian Slyfield, Aon's global chief innovation officer and global technology and digital economy leader, joins David Carlson, global industrials and manufacturing leader, to discuss key industry partnerships and the regulatory challenges shaping ride technology. Key Takeaways:Autonomous vehicles are moving from testing phases to everyday use, creating new considerations for transportation and risk management.Insurers now face the challenge of balancing multiple forms of liability — including product, auto and cyber — as technology reshapes mobility.Data is important as both a risk and an asset. Who collects it, who owns it and how it can be used will all be key, as will balancing the privacy issues around it. Experts in this episode:Jillian Slyfield — Global Chief Innovation Officer and Global Technology and Digital Economy Leader, AonDavid Carlson — Global Industrials and Manufacturing Leader, Aon Key moments: 0:45 The autonomous vehicles (AV) sector is expanding quickly — the industry is projected to grow from just over $100 billion in 2021 to more than $2 trillion by 2030, impacting how we think about mobility, risk and insurance. 10:40 The collection of data from autonomous vehicles will lead the way to better underwriting and faster claims adjudication in insurance. However, a big unresolved issue is who owns and can access this data. 15:00 Collaboration among insurers, brokers, fleet operators, OEMs and AV tech creators is at an all-time high and is critical to managing emerging risks. Additional Resources:Article: Navigating Risk in Transportation and Logistics: Gearing Up for Big Transitions | AonReport: Findings from Aon's Global Risk Management Survey | Tenth Edition Soundbites:  Jillian Slyfield:“But coverage is changing. I wouldn't say that we need new forms of coverage, but we do need to think differently about the coverage that's in place and how to put it together in the best possible way. Sometimes we say it's like a jigsaw puzzle. Let's make sure the pieces are in the right places.” David Carlson:“The reality is people are still car enthusiasts. People love to drive cars still. That's just a reality. And so, I think in time, these things will evolve and we'll see more adoption.”

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Guest Host Todd Caputo, Consumers Feel New Prices, The Rise of All-Terrain

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Dec 1, 2025 21:29


Shoot us a Text.Episode #1208: Today we're joined by guest host Todd Caputo and break down why car buyers are finally pushing back on pricing and how BMW and Audi are muscling into the booming off-road segment.Show Notes with links:American car buyers are finally tapping the brakes. After years of paying whatever it took to get into a new car, stretched consumers are hitting affordability ceilings and forcing both dealers and OEMs to rethink what demand really looks like heading into 2025.Shoppers are shifting downmarket—buying used, taking longer loans, delaying purchases, and gravitating toward lower-priced models like the Chevy Trax.Industry projections for 2025–26 have softened as tariffs, inflation, and tighter labor markets cool big-ticket spending.Rising days' supply is prompting deeper discounting while lower-income borrowers fall behind on payments and overall vehicle spending drops YoY.Retailers report weaker new-vehicle margins, though service traffic is climbing as more owners try to stretch aging vehicles.“People are asking, ‘How can I afford this?'” said dealer Robert Peltier. “There are people who are in debt and living paycheck to paycheck.”The all-terrain SUV segment is heating up fast as BMW and Audi prepare to challenge icons like Wrangler, Bronco, G-Wagen, and Defender—tapping into a growing niche that's suddenly not niche at all.The off-road segment is booming: nine core models totaled 371,495 sales through Q3 2025, on pace for a post-pandemic record. Wrangler and Bronco remain the kings.Audi will build its first true off-roader on the upcoming Scout Terra/Traveler platform in South Carolina, offering both full EV and range-extender options.BMW's G74 aims straight at the G-Wagen and Defender, built on the X5 platform in Greer, SC, with U.S. production helping dodge tariff pressure.Analysts say styling—not specs—will make or break these newcomers; anything too close to G-Wagen territory risks immediate backlash.“Adding a true off-road-capable SUV will attract buyers… but whether that investment pays off is the challenge,” said S&P Global Mobility's Sam Fiorani Bernard.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/

The eVTOL Insights Podcast
Episode 200: Javier Espuch, Chief Business Development Officer, Embention

The eVTOL Insights Podcast

Play Episode Listen Later Nov 27, 2025 29:19


In this episode, Jason Pritchard speaks with Javier Espuch, Chief Business Development Officer at Emberion, a pioneer in safety-critical avionics and autopilot systems for UAVs and eVTOL aircraft. Javier shares the company's 18-year journey, from its early focus on miniaturised drone flight-control systems to becoming a leading technology provider for advanced air mobility platforms. Javier explains how Embention's flagship Veronte Autopilot has evolved through strict adherence to aviation-grade standards such as DO-178 and DO-254, giving manufacturers a certifiable, highly reliable flight-control solution adaptable to nearly any aircraft configuration. He highlights the system's key differentiators: miniaturisation, flexibility, and a model-based design environment that allows OEMs to customise control strategies for unique airframe architectures—from coaxial helicopters to tail-sitters and hybrid VTOLs. The discussion dives into the company's work toward TSO certification, the challenges of the still-emerging regulatory framework for autonomous systems, and the importance of achieving a certifiable detect-and-avoid capability, one of the biggest remaining hurdles for commercial eVTOL operations. Javier also outlines Emberion's expanding ecosystem, including upcoming inceptor controls and onboard cockpit displays, aimed at offering a complete avionics suite for AAM manufacturers. On industry trends, Javier shares his optimism about the diversity of vehicle concepts entering the market and stresses the importance of international collaboration, close OEM partnerships, and continued regulatory progress. Looking ahead, he sees the next 3–5 years as pivotal, with certification maturity and component standardisation unlocking meaningful commercial operations worldwide. He closes by reflecting on the excitement of helping early-stage innovators grow into mature aviation companies, one of the most rewarding parts of working in this transformative sector.

The Uptime Wind Energy Podcast
The 2025 Uptime Thanksgiving Special

The Uptime Wind Energy Podcast

Play Episode Listen Later Nov 27, 2025 35:33


Allen, Joel, and Yolanda share their annual Thanksgiving reflections on a year of major changes in wind energy. They discuss industry collaboration, the offshore wind reset, and upcoming changes in 2026. Thanks to all of our listeners from the Uptime team! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind Energy’s brightest innovators. This is the Progress Powering Tomorrow. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Alan Hall in the Queen city of Charlotte, North Carolina. Joel Saxon’s up in Wisconsin, and Yolanda Padron is down in Texas, and this is our yearly Thanksgiving edition. Thanks for joining us and, and on this episode we always like to look back at the year and, uh, say all we’re thankful for. We’ve had a number of podcast guests on more than 50, I think total by the time we get to conferences and, uh, all the different places we’ve been over the past year. Joel, it does seem like it’s been a really interesting year. We’ve been able to watch. The changes in the wind industry this year via the eyes of [00:01:00]others. Joel Saxum: Yeah. One of the things that’s really interesting to me when we have guests on is that we have them from a variety of parts of the wind industry sector. So we have ISPs, you know, people running things out in the field, making stuff happen. We’ve got high level, you know, like we have this, some CEOs on from different, uh, people that are really innovative and trying to get floating winged out there. They have like on, we had choreo generation on, so we, so we have all different spectrums of left, right center, Europe, well us, you name it. Uh, new innovative technology. PhD smart people, uh, doing things. Um, also, it’s just a, it’s just a gamut, right? So we get to learn from everybody who has a different kind of view on what’s Allen Hall: happening. Yolanda, you’ve been in the midst of all this and have gone through a big transition joining us at Weather Guard, lightning Tech, and we’re very thankful for that, for sure. But over the last year, you’ve seen a lot of changes too, ’cause you’ve been in the seat of a blade engineer and a [00:02:00] large operator. What do you think? Yolanda Padron: Uh, something I am really thankful for this year is, and I think a lot of owner operators are, is just knowing what’s coming up. So there was a lot of chaos in the beginning before the big beautiful bill where everyone theorized on a lot of items. Um, and, and you were just kind of stuck in the middle of the court not really knowing which direction to go in, but. Now we’re all thankful for, for what? It’s brought for the fact that everyone seems to be contributing a lot more, and at least we all know what direction we’re heading in or what the, what the rules are, the of the game are, so we can move accordingly. Joel Saxum: Yeah. I got some clarity. Right. I think that, but that happened as well, like when we had the IRA bill come in. Three, four years ago, it was the same thing. It was like, well, this bill’s here, and then you read through it. I mean, this was a little bit opposite, right? ’cause it was like, oh, these are all [00:03:00] great things. Right? Um, but there wasn’t clarity on it for like, what, six months until they finalized some of the. Longer on some of the, some of the tax bills and what it would actually mean for the industry and those kind of things. So yeah, sorting this stuff out and what you’ve seen, you’re a hundred percent correct, Yolanda, like all the people we talked to around the industry. Again, specifically in the US because this affects the us but I guess, let me ca caveat that it does affect the global supply chain, not, you know what I mean? Because it’s, it’s not just the, the US that it affects because of the consumption here. So, but what we have heard and seen from people is clarity, right? And we’re seeing a lot of people starting to shift strategy a little bit. Right now, especially we’re in budgeting season for next year, shifting strategy a little bit to actually get in front of, uh, I know like specifically blades, some people are boosting their blades, budgets, um, to get in front of the damages because now we have a, a new reality of how we need to operate our wind farms. The offshore Allen Hall: shift in the United States has really had a [00:04:00] dramatic impact. On the rest of the world. That was, uh, a little unexpected in the sense that the ramifications of it were broader, uh, just because of so much money going into offshore projects. As soon as they get pulled or canceled, you’ve have billions of dollars on the table at that point. It really affects or seen it. Ecuador seen it. Anybody involved in offshore wind has been deeply affected. Siemens has seen it. GE has clearly seen it. Uh, that has. In my opinion, probably been the, the biggest impact. Not so much the big beautiful bill thing, but the, uh, ongoing effort to pull permits or to put stoppages on, on offshore wind has really done the industry some harm. And honestly, Joel, I’m not sure that’s over. I think there’s still probably another year of the chaos there. Uh, whether that will get settled in the courts or where it’s gonna get settled at. I, I still don’t know. [00:05:00] But you’ve seen a big shift in the industry over in Europe too. You see some changes in offshore wind. It’s not just the US that’s looking at it differently. Yeah. Globally. I think offshore wind Joel Saxum: right now is in a reset mode where we, we went, go, go, go, go, go get as much in the water as we can for a while. And this is, I’m, I’m talking globally. Um. And then, and now we’re learning some lessons, right? So there’s some commercial lessons. There’s a lot of technical lessons that we’re learning about how this industry works, right? The interesting part of that, the, the on or the offshore wind play here in the States. Here’s some numbers for it, right? So. It onshore wind. In the states, there’s about 160 gigawatts, plus or minus of, uh, deployed production out running, running, gunning, working, spinning all day long. Um, and if you look at the offshore wind play in planned or under development, there’s 66 gigawatts of offshore wind, like it’s sitting there, right? And of that 66, about 12 of them are permitted. Like [00:06:00] are ready to go, but we’re still only at a couple hundred megawatts in the water actually producing. Right. And, and I do want, say, this is what I wanna say. This is, I, I think that we’re taking a reset, we’re learning some things, but from, from my network, I’m seeing, I got a, a whole stack of pictures yesterday from, um, coastal offshore, Virginia Wind. They’ve, and they looked promising. They looked great. It was like a, it was a marshaling facility. There was nelle stacked up, there was transition pieces ready to go. Like, so the industry is still moving forward. It’s just we’re we need to reset our feet, um, and, and then take a couple steps forward instead of those, the couple steps back, Allen Hall: uh, and the industry itself, and then the employees have been dramatically reduced. So there’s been a lot of people who we’ve known over the past year, they’ve been impacted by this. That are working in different positions, look or in different industries right now, uh, waiting for the wind industry to kind of settle itself [00:07:00] out to, to figure out what the next steps are That has been. Horrible, in my opinion. Uh, uh because you’re losing so much talent, obviously. And when you, when you talk to the people in the wind industry, there’s like, oh, there’s a little bit of fat and we can always cut the fat. Yeah, yeah, yeah. But we’re, we’re down to the bone. We’re cutting muscle right now. We’re into some bones, some structure. That is not what I anticipated to happen. But you do see the management of these companies being. Uh, very aggressive at the minute. Siemens is very aggressive. Vestas is very aggressive about their product line and, and getting availability way up. GE has made huge changes, pretty much closing LM wind power, uh, and uh, some things happening in South Carolina that we probably people don’t know about yet, but there’s so much happening behind these scenes that’s negative and we have to acknowledge it. It’s not great. I worry about everybody that has been [00:08:00] laid off or is, is knows their job is gonna go away at the end of the year. I struggle with it all the time and I, I think a lot in the wind industry do. But there’s not a lot to do about it besides say, Hey, uh, we’ve gone through this a couple of times. Wind has never been bountiful for 50 years. It’s bountiful for about 10, then it’s down for about five and it comes back for 10. It’s that ebb and flow, but you just hate to be involved with that. It’s particularly engineering ’cause this industry needs engineering right Joel Saxum: now. All of us on this podcast here have been affected by ups and downs in the industry at some point in time in our life, in in major ways. I guess one of the positive things I have seen that from an operator standpoint, and not as much at the latter half of this year, but at the beginning half of this year is when some of these OEMs were making cuts. There was a lot of people that landed at operators and asset owners that were huge assets to them. They walked in the door with. Reams of knowledge about how, [00:09:00] you know, how a ge turbine works or how the back office process of this works and they’re able to help these operators. So some of that is good. Um, you get some people spread around in the industry and some knowledge bases spread around. But man, it’s really hard to watch. Um, your friends, your colleagues, even people that you, that you don’t know personally just pop up on LinkedIn, um, or wherever. And. That they’ve, they’re, they’re looking for work again. Allen Hall: Yolanda, how do you look at 2026 then, knowing what’s just happened in 2025? Is there some hope coming? Is there a rainbow in the future? Yolanda Padron: I think there’s a rainbow in the future. You know, I, I think a lot of the decisions were made months ago before a lot of people realized that the invaluable, how invaluable some of that information in people’s heads is. Uh, particularly, I mean, I know we’ve all talked about the fact that we’re all engineers and so we, we have a bit of bias that way. Right. But, uh, [00:10:00] just all of the knowledge that comes in from the field, from looking at those assets, from talking to other engineers now, which is what, what we’re seeing more and more of, uh, I think, I mean. So there’s going to have to be innovation, right? Because of how, how lean everybody is and, and there’s going to have to be a lot more collaboration. So hopefully there, there should be some, some good news coming to people. I think we, we need it a little Joel Saxum: bit. You know, to, to, to pair on with what you’re saying there, Yolanda, like, this is a time right now for innovation and collaboration. Collaboration, right. I want to touch on that word because that is something that we, we talk about all the time on the podcast, but you also see the broader industry talking about it since I’ve been in it, right. Since I think I came in the wind industry, like 2019. Um, you hear a lot of, uh, collaboration, collaboration, collaboration. But those were like, they were [00:11:00] fun, like hot air words, like oh yeah, but then nobody’s really doing anything. Um, but I think that we will start to see more of that. Alan, you and I say this a lot, like at the end of the day, once, once the turbines are in the ground as an asset owner, you guys are not competing anymore. There’s no competition. You’re competing for, for green space when you’re trying to get the best wind resource. I get that. Um, but I mean, in the central part of the United States, you’re not really competing. There’s a lot of hills out there to stick a turbine on. Uh, but once they’re, once they are spinning. Everybody’s in the same boat. We just wanna keep these things up. We wanna keep the grid energized, we wanna do well for renewable energy and, um, that collaboration piece, I, I, I would like to see more and more of that in 2026. And I know from, from our chairs here, we will continue to push on that as well. Yolanda Padron: Yeah. And just so many different operators, I mean sure they can see themselves as, as being one against the other. Right. But. When you talk [00:12:00] to these people and it, I think people in the past, they’ve made the, the mistake of just being a little bit siloed. And so if you’re just looking at your assets and you’re just looking at what your OEM is telling you of, oh, these problems are new and unique to you, which I’m sure a lot of people hearing us have heard that. You can stay just kind of in that zone of, oh no, I, I have this big problem that there’s no other way to solve it except for what some people are telling me or not telling me, and I’m just going to have to pay so much money to get it done and take the losses from generation. Uh, but there’s so many people in the industry that have a hundred percent seen the issues you’ve seen. Right. So it’s, it’s really, really important to just talk to these people, you know? I mean, just. Just have a, a simple conversation. And I think some of the issue might be that some people don’t know [00:13:00] how to get that conversation started, right? And so just, just reach out to people, someone in the same position as you go to Wilma, you know, just talk to the person next to you. Joel Saxum: I mean, like I said about visibility, like we’re here too. Like the, the three of us are sitting here. We’ve got our. We’re always monitoring LinkedIn and our emails like if you, if you have a problem, we, we had one this morning where I, Alan, you got a message from someone, I got a message from someone that was like, Hey, we’ve got this root bolt issue. Can you help us with it? We’re like, Hey, we know two companies that can, let’s just connect them up and, and make that conversation happen. So we’re happy to do the same thing. Um, if, if you have an issue, we have a, a Allen Hall: broad reach and use us as Joel has mentioned a thousand times on the podcast. If you don’t know where a technology lies or where a person is that you need to reach out to, you need to go to the Uptime podcast. You can search it on YouTube and probably get an answer, or just reach us on LinkedIn. We’re all willing [00:14:00] to give you advice or help or get you in the right direction. We’ve done it all year and we’ve done it for years. Not everybody takes us up on that opportunity. It’s free. We’re just trying to make this world just a tiny bit better. Yolanda Padron: No one has the time or the money right now to reinvent the wheel, right? So I mean, it just doesn’t make sense to not collaborate. Allen Hall: I think we should discuss what will happen to all the people that have left wind this past year willingly or unwillingly. And what that means for the industry, in my opinion. Now there is more knowledge than ever walking on the streets and probably doesn’t have an NDA to tie them up. ’cause it’s been long enough that the industry hasn’t tapped into, the operators have not grabbed hold of the people who designed the blade that, uh, manufactured the blade that looked at. The LEP solutions that looked at all the bearings and all the different gear boxes that they evaluated and were involved in the testing of those [00:15:00] things. Those people are available right now and a little bit of LinkedIn shopping would give you access to, uh, really invaluable wealth of information that will make your operations work better, and you may have to be willing to pay for it a little bit. But to tap into it would save you months and months and months of time and effort and, uh, limit having to add to your engineering staff because they will work as consultants. It does seem like there’s an opportunity that maybe the operators haven’t really thought about all that much because they haven’t seen too much of it happening yet. Occasionally see the, the wise old operators being smart about this, they’ve been through these loops before and are taking advantage of it. Don’t you see? That’s like 2026 is is is the year of the consultant. I a hundred percent Joel Saxum: agree with you, Alan. Um, I saw a TEDx talk oh, years ago actually now. Uh, but it was about the, what the future of worker looks like, the future of [00:16:00] work and the future of work at that time for those people giving that TEDx talk was workers on tap. Basically consultants, right? Because you have subject matter experts that are really good at this one thing, and instead of just being that one thing good for just this one company, they’re pulling back and going, I can do this, this, this, and this for all these companies. So we have, um, we have a lot of those in the network and we’re starting to see more and more of them pop up. Um, at the same time, I think I’ve seen a couple of groups of them pop up where, uh, you didn’t have. When I look at ISPs, um, I’m always kind of like, oh man, they could do this a little bit better. They could do this a little bit better. And I, I recently heard of an ISP popping up that was a bunch of these like consultant types that got together and we’re like, you know what? We have all this knowledge of all these things. Why not make this a, a company that we can all benefit from? Um, and we can change the way some things are done in the wind industry and do it a little bit better, uh, a little bit more efficiently. Allen Hall: Does that change the way we think about technicians also. [00:17:00] We had the Danish Wind Power Academy on the podcast a couple of months ago talking about training and specific training for technicians and engineers for that matter on the turbines that are at their sites and how much productivity gain they’re getting from that. And we’ve recently talked about how do I get a 10% improvement? Where does that 10% lie? Where is that? And a lot of times we get offered the 1%, the half a percent improvement, the 10% lies in the people. If you know who to ask and you get your people spooled upright, you can make multiple percentage point changes in your operation, which improves your revenue. But I think that’s been left on the table for a long time because we’ve been in build, build, build. And now that we’re into operate, operate, operate. Do you see that shift happening? Do you see O operators starting to think about that a little bit that maybe I should train up my technicians on this? Intercon turbine Joel Saxum: that they’re not familiar with. In my [00:18:00] opinion, I think that’s gonna be a 2027 reality. Because we’re seeing this, your, your right now what? You know we have this cliff coming where we’re gonna see in, in the face of the current regulations in the US where you’re gonna see the. Development kind of slow, big time. And when that happens, then you can see the focus start to switch onto the operating assets. So I don’t think that’s a 26 thing, I think that’s a 27 thing. But the smart operators, I believe would be trying to take some of that, take control of some of that stuff. Right. Well we see this with the people that we know that do things well. Uh, the CRS team at EDF with their third party services and sala, Ken Lee, Yale, Matta, and those guys over there. They’re doing a, I don’t wanna lose any other names here, Trevor Engel. Like, I wanna make sure I get a Tyler. They’re all superstars, they’re fantastic. But what they’re doing is, is is they’re taking, they’re seeing what the future looks like and they’re taking control. I think you’ll see, you’ll, you’ll see an optimization. Um, companies that are investing in their technicians to train [00:19:00] them are going to start getting a lion’s share of the work, because this time of, oh, warm bodies, I think is, is they’re still gonna be there, right? But I think that that’s gonna hopefully become less and less. Allen Hall: Yolanda, I want to focus on the OEM in 2025, late 2025, and moving into 2026 and how they deal with the developers. Are you thinking that they’re going to basically keep the same model where a lot of developers are, uh, picking up the full service agreements or not being offered a turbine without a full service agreement? Will that continue or do you see operators realize that they probably don’t need the OEM and the historical model has been OEMs manufacture products and provide manuals in the operations people and developers read the manuals and run the turbine and only call over to the OEM when they need really severe help. Which way are we gonna go? Yolanda Padron: I think on the short term, it’ll still be very FSA focused, in my opinion, [00:20:00] mainly because a lot of these operators didn’t necessarily build out their teams, or didn’t have the, the business case wasn’t there, the business model wasn’t there. Right. To build out their internal teams to be able to, to do the maintenance on these wind turbines as much as an OEM does. Uh. However, I do think that now, as opposed to 10 years ago when some of these contracts started, they have noticed that there’s, there’s so many big things that the OEN missed or, or just, you know, worked around, uh, that really has affected the lifetime of some of these blades, some of these turbines. So I think the shift is definitely happening. Uh, you mentioned it with EDF NextEra, how, how they’re at a perfect spot to already be there. Uh, but I think at least in the US for some of these operators that are a lot [00:21:00] more FSA focused, the shift might take a couple of years, but it’s, it surely seems to be moving in that direction. Joel Saxum: So here’s a question for you, Ilana, on that, on that same line of thinking. If we, regulation wise, are looking to see a slow down in development, that would mean to me that the OEMs are gonna be clamoring for sales over the next few years. Does that give more power to the operators that are actually gonna be buying turbines in their TSA negotiations? Yolanda Padron: I think it should, right. I mean, the. If they, if they still want to continue developing some of these, it and everyone is fighting, you know, all of these big OEMs are fighting for the same contracts. There’s, there’s a lot more kind of purchase power there from, from the operators to be able [00:22:00] to, to, you know, negotiate some of these deals better. Stay away from the cookie cutter. TSA. That the OEMs might supply that are very, very shifted towards the OEM mindset. Joel Saxum: You, you’re, you’re spot on there. And if I was a developer right now, I’d be watching quarterly reports and 10 k filings and stuff at these operators to make sure, or to see when to pounce on a, on a, a turbine order, because I would wait to see when in, in the past it’s been like, Hey, if we’re, it doesn’t matter who you are, OEM, it has been like we’re at capacity and we have. Demand coming in. So we can pick and choose. Like if you don’t buy these turbines on our contract, we’ll just go to the next guy in line. They’ll buy ’em. But now if the freeboard between manufacturing and demand starts to keep having a larger delta, well then the operators will be able to go, well, if you don’t sell it to me, you’re not, there isn’t another guy behind me. So now you have to bend to what I want. And all the [00:23:00] lessons that I’ve learned in my TSA negotiations over the last 20 years. Yolanda Padron: Something relating to Alan’s point earlier, something that I think would be really, really interesting to see would be some of these developers and EPC teams looking towards some of those contract external contractor consultants that have been in the field that know exactly where the issues lie. To be able to turn that information into something valuable for an operating project that. Now we know has to operate as long as possible, Allen Hall: right? Without repower, I think two things need to happen simultaneously, and we will see if they’ll play out this way. OEMs need to focus on the quality of the product being delivered, and that will sustain a 20 year lifetime with minimal maintenance. Operators need to be more informed about how a turbine actually operates and the details of that technology so they can manage it themselves. Those two things. Are [00:24:00] almost inevitable in every industry. You see the same thing play out. There’s only two airplane companies, right? There’s Boeing and Airbus. They’re in the automobile world. There’s, it gets fewer and fewer every year until there’s a new technology leap. Wind is not gonna be any different, and I hope that happens. OEMs can make a really quality product. The question is, they’ve been so busy developing. The next turbine, the next turbine, the next turbine. That have they lost the magic of making a very, very reliable turbine? They’ll tell you, no, we know how to do it. Uh, but as Rosemary has pointed out numerous times, when you lose all your engineering talent, it gets hard to make that turbine very robust and resilient. That’s gonna be the challenge. And if the OEMs are focused on. TSAs it should be, but the full service agreements and taking care of that and managing all the people that are involved with that, it just sucks the life out of the OEMs, I think, in terms of offering the next great product. [00:25:00]Someone showed me the next GE Joel Saxum: one five. Oh, I would love to see it. Do you believe that? Okay, so I, we’ll shift gears from oe, uh, wind turbine OEMs to blade manufacturers. LM closing down shops, losing jobs, uh, TPI bankruptcy, uh, 99% of their market cap eroding in a year is there and, and, and the want for higher quality, better blades that are gonna last. Is there space, do you think there’s space for a, a blade manufacturer to come out of nowhere, or is there just someone’s gonna have to scoop some of these factories up and and optimize them, or what do you think the future looks like for blade Allen Hall: manufacturers? The future is gonna be vertically integrated, and you see it in different industries at the moment where they’re bringing in technology or manufacturing that would have typically been outsourced in the two thousands. They’re bringing it back underneath their roofs. They’re buying those companies that were vendors to them for years. The reason they’re doing that is they [00:26:00] can remove all the operational overhead. And minimize their cost to manufacture that product. But at the same time, they can have really direct oversight of the quality. And as we have seen in other industries, when you outsource a critical component, be it gear, boxes, bearings, blades, fall into that category, those are the critical items for any wind turbine. When you outsource those items and rely upon, uh, uh, companies that you don’t have direct control over, or not watching day to day, it can go awry. Management knows it, and at some point they’re willing to accept that risk. They know that the cost is right. I gotta build this, uh, turbine. I know I’m working three generations ahead, so it’s okay, I’ll, I’ll live with this for the time being, but at some point, all the staff in the OEMs needs to know what the quality component is. Is it being delivered on time? Do I have issues out in the field with it? Do I keep this supply chain? Do I, and do I build this in house blades? [00:27:00] I think eventually. Like they were years ago, were built in-house. Uh, but as they grew too quickly, I think everybody will agree to that Joel Saxum: capacity. Yeah, Allen Hall: right. They started grabbing other factories that they didn’t know a lot about, but it gave them capacity and ability able to make sales. Now they’re living with the repercussions of that. I think Siemens is the obvious one, but they’re not the only one. GE has lived through something very similar, so, uh, vertical integration is going to be the future. Before we wrap the episode, we should talk about what we’re thankful for for this year, 2025. So much has happened. We were in Australia in February, weather guard moved in April to North Carolina. We moved houses and people, and the whole organization moved from Massachusetts and North Carolina. Joel got married. Yolanda got married. We’ve been all over the world, honestly. Uh, we’ve traveled a great deal and we’re thankful for everybody that we’ve met this year, and that’s one of the pleasures of doing this podcast is I just [00:28:00] get to meet new people that are very interesting, uh, and, uh. Talk, like, what’s going on? What are you thinking? What’s happening? It just feels like we’re all connected in this weird way via this podcast, and I, I, I’m really thankful for that and my always were saying Thanks. I will go through my list. I’m thankful for my mom. I’m thankful for my wife Valerie, who pretty much runs Weather Guard, lightning Tech, and Claire, who is my daughter who does the podcast and has been the producer, she graduated this year from Boston College. With honors that happened this year. So I’m very thankful that she was able to do that. And my son Adam, who’s earning his doctorate degree out in San Diego, always thankful for him ’cause he’s a tremendous help to us. And on the engineering side, I’m thankful to everybody we have with us this year. We brought Yolanda on, so we’re obviously thankful that, uh, she was able to join us. Of course, Joel Joel’s been here a couple of years now and helping us on sales and talking to everybody [00:29:00] in the world. We’re super thankful for Joel and one of the people we don’t tell behind the who’s behind the scenes on our side is our, our, uh, manufacturing person, Tammy, um, and Leslie. They have done a tremendous job for us over the years. They don’t get a lot of accolades on the podcast, but people who receive our strike tape product, they have touched. Tammy and Leslie have touched, uh, Tammy moved down with us to North Carolina and we’re extremely grateful that she was able to do that. Another person behind the scenes for us is Diane stressing. She does her uptime tech news newsletter. So the high quality content doesn’t come from me, it comes from Diane ’cause she can write and she’s an excellent newsletter writer. She helps with a ton of our content. She’s behind the scenes and there’s a lot of people at, at, uh, weather, car Lightning Tech that are kind of behind the scenes. You don’t get to see all the time, but when you do get an email about uptime, tech news is coming from Diane. So we’re super grateful for her. We’ve been blessed this year. We [00:30:00] really have. We’ve brought on a lot of new friends and, uh, podcast has grown. Everything has done well this year, so we’re super happy. Joel, what are you thankful for? Joel Saxum: I would start it the same way. Uh, my, my new. Sorry, my new wife as of last May, Kayla, she is the, the glue that holds me together, uh, in our household together, in this kind of crazy world that we’re in, of the ups and downs and the travels and the moving and grooving. Um, she keeps, she keeps me grounded. She keeps our family grounded. So, um, uh, I, I don’t think I can thank her enough. Uh, and you know, with that being said, we are always traveling, right? We’re, we’re here, we’re there. We’re. All around the world, and I am thankful for that. Um, I’m thankful for the people that we meet while we get to travel, the cultures and the, the experiences and the people that want to share with us and the knowledge gained from, uh, the conversations, whether it be in a conference room or over a beer.[00:31:00] Um, uh, the, the people that we have, uh, grown into this uptime network and, um, I know like my personal network from the past and of course everybody that will come in the future. I think that’s where, you know, the, the, if you know me, you know that I’m very much an extrovert, uh, talking with people and, and getting those conversations gives me energy. Um, and I like to give that back as much as I can. So the, all of the people that I’ve run into over the, over the past year that have allowed me to monologue at them. Thank you. Sorry. Apologies. Um, but, uh, yeah, I mean, it’s, it’s hard to. I think this, this is a, this is always why Thanksgiving is like a six hour long thing in the United States, eight hour long thing. You have dinner at three and you hang out with your friends and family until 10, 11:00 PM because it gives you time to reflect on, um, the things that are awesome in life. Right? And we get bogged down sometimes in our, you know, in the United States. We are [00:32:00] work, work, work, work works. First kind of society. It’s the culture here. So we get bogged down sometimes in the, you know, we’re in the wind industry right now and it’s not always. Um, you know, roses and sunshine, uh, but ha having those other people around that are kind of like in the trenches with you, that’s really one thing I’m thankful for. ’cause it, it’s, it’s bright spots, right? I love getting the random phone calls throughout the day of someone sharing a piece of information or just asking how you’re doing or connecting like that. So, um, that, that would be the, the thing I’m most thankful for, and it puts it into perspective here, to a me up home in Wisconsin, or my, my not home. Home is Austin, but my original hometown of northern Wisconsin, and I’ve got to see. Quite a few of my, my high school buddies are, yeah, elementary school buddies even for that matter over the last couple weeks. And, um, that really always brings me back to, to a bit of grounding and puts, puts life in perspective. So, uh, I’m really appreciative for that as well. Yolanda, newly married as well, and welcome to the club. Yolanda Padron: Thank [00:33:00] you. Yeah, I’m really, really thankful for, for Manuel, my husband, uh, really. Really happy for our new little family. Uh, really thankful for my sisters, Yvonne and Carla and my parents. Um, my friends who I like to think of as my chosen family, especially, you know, here in Austin and then, and in El Paso. Uh, really, really thankful for, for the extended family and for, for weather card for, for this lovely opportunity to just. Learned so much. I know it’s only been almost two months, but I’ve, I’ve just learned so much of just talking to everybody in the industry and learning so much about what’s going on everywhere and just getting this, this whole new outlook on, on what the future holds and, and what exactly has happened and technology wise, and I’m thankful for [00:34:00] this year and how. How exciting everything’s going to be. So, yeah, thankful for you guys. Allen Hall: And we don’t wanna forget Rosemary and Phil, uh, they’ve been a big part of 2025. They’ve worked really hard behind the scenes and, uh, I appreciate everything they’ve done for the podcast and everything they’re doing for. Us as a company and us as people. So big shout out to Rosemary and Phil. So that’s our Thanksgiving episode. Appreciate everybody that’s joined us and has enjoyed the podcast in 2025 and will continue to in 2026. The years coming to an end. I know the Christmas holidays are upon us. I hope everybody enjoys themselves. Spend a little bit of time with your family. And with your coworkers and take a little bit of time. It’s been a pretty rough year. You’re gonna need it. And that wraps up another episode of the Uptime Winner Energy podcast, and we appreciate you joining us here today. If anything has triggered an idea or a question. As we’ve mentioned, reach out to us on LinkedIn. That’s the easiest way to get ahold of [00:35:00] us and don’t ever forget to subscribe. So click that little subscribe button so you don’t miss any of the Future Uptime podcast episodes, and we’ll catch you here next week on the Uptime Wind Energy Podcast.

@BEERISAC: CPS/ICS Security Podcast Playlist
The Silver Tsunami: Manufacturing's Talent and Knowledge Retirement Crisis

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Nov 27, 2025 31:20


Podcast: Industrial Cybersecurity InsiderEpisode: The Silver Tsunami: Manufacturing's Talent and Knowledge Retirement CrisisPub date: 2025-11-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this milestone 100th episode, Craig and Dino tackle the critical intersection of workforce retirement and industrial cybersecurity knowledge in manufacturing.They explore how 82% of manufacturing workforce exits are due to retirement, creating a dangerous knowledge vacuum as decades of plant expertise walk out the door. The conversation reveals why traditional IT security tools consistently miss 50-70% of OT assets, the problematic practice of buying equipment that's obsolete before installation, and why plant operators bypass corporate security policies when downtime costs a million dollars per day. Craig and Dino state that the solution isn't just better tools, it's bridging the gap between centralized IT teams and the decentralized OT ecosystem by partnering with the system integrators and OEMs who actually keep plants running. They discuss how manufacturers must choose between multi-million dollar capital investments in modern equipment or implementing proper network segmentation and security around legacy systems.They address the reasons why the next generation of talent won't be attracted to facilities running decades-old technology.Chapters:(00:00:00) - Introduction and Industry Growth Update(00:02:15) - The Silver Tsunami: 82% of Manufacturing Exits Are Retirements(00:05:42) - Why IT Security Tools Miss 50-70% of OT Assets(00:09:18) - The Knowledge Vacuum: What Happens When Experience Walks Out(00:13:05) - Why Plant Operators Bypass Corporate Security Policies(00:16:30) - The Problem with Buying Obsolete Equipment(00:19:45) - Centralized IT vs Decentralized OT: Bridging the Gap(00:23:20) - Building Partnerships with System Integrators and OEMs(00:26:50) - Capital Investment vs Network Segmentation Strategy(00:29:35) - Attracting Next-Gen Talent to Manufacturing EnvironmentsLinks And Resources:Want to Sponsor an episode or be a Guest? Reach out here.Industrial Cybersecurity Insider on LinkedInCybersecurity & Digital Safety on LinkedInBW Design Group CybersecurityDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Industrial Cybersecurity Insider, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

SAE Tomorrow Today
309. Why The Race To Build Robotaxis Is On

SAE Tomorrow Today

Play Episode Listen Later Nov 26, 2025 14:41


Robotaxis are scaling fast, logging millions of autonomous miles each month across the globe. Despite their rapid adoption, the industry is hitting an unexpected bottleneck: there simply aren't enough vehicles to meet soaring demand.   With EV sales still lagging, the robotaxi boom could become a lifeline for OEMs. In this Unplugged episode of SAE Tomorrow Today, host Grayson Brulte explains why the future of mobility may depend on who can build robotaxis the fastest.   Have your own thoughts on this topic? We'd love to hear from you! Share your comments, questions or ideas for future topics with Grayson on Twitter or send them to podcast@sae.org.   Follow SAE on LinkedIn, Instagram, Facebook, Twitter, and YouTube. Follow host Grayson Brulte on LinkedIn, Twitter, and Instagram.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
OEMs Rethink Supply Chains, Stellantis In-Car Ads, Cost of Thanksgiving

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Nov 26, 2025 12:22


Shoot us a Text.Episode #1205: We break down how automakers are strengthening supply chains, why Stellantis is pushing out in-car ads, and what's driving up the overall cost of Thanksgiving this year.Show Notes with links:After five years of nonstop crises—from pandemics to tariffs to literal factory fires—automakers and suppliers are rethinking supply chain strategy with a focus on resilience, transparency, and deeper collaboration.GM, Stellantis, and suppliers say “resilience” now means shorter, simpler, more visible supply chains to avoid single-point failures.GM is using AI and machine-learning tools to map multilevel suppliers, but trust and data protection remain barriers.Stellantis' command center is rapidly shifting materials—like swapping aluminum for steel after a supplier fire—to avoid shutdowns.GM's senior vice president of manufacturing and product engineering, research and development Josh Tavel: “When we share data, align on standards and innovate together…we can all elevate our game.”Stellantis is catching heat after Jeep, Ram, and Chrysler owners reported marketing pop-ups showing up on their infotainment screens. It's not the first time, but this round is louder, wider, and way more frustrating for drivers.Jeep owners across social media shared identical “marketing notifications,” sparking backlash and déjà vu from February's warranty-ad pop-ups.Auto writer Zerin Dube posted the now-viral screenshot—then ironically used the $1,500 loyalty offer to buy a new Wrangler Rubicon X.Stellantis said the messages appear only at startup, disappear when driving, and can be permanently opted out via their customer care line.Stellantis spokesperson: “Our goal is to deliver the best vehicle experience… As a result of these efforts, we have seen our customers take advantage of this offer.”Thanksgiving shoppers are feeling the squeeze this year as bird flu, tariffs, and weather combine to push up the cost of the holiday meal—even as grocers scramble to keep turkey prices in check.The U.S. turkey flock hit a 40-year low after disease outbreaks, tightening supply and raising wholesale turkey prices more than 40%.Retailers are discounting turkeys, but staples like canned goods, sides, and produce are up—raising total meal costs between 2% and 5% depending on whose estimate you trust.Tariffs on imported steel and aluminum are making canned items pricier, including cranberry sauce, which surged 38% in one survey.“I don't know of anything that's down in price since last year except for eggs,” said consultant Paul NadeauJoin 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/

The Smoking Tire
Paul and Todd of Everyday Driver!

The Smoking Tire

Play Episode Listen Later Nov 25, 2025 119:32


It's Paul Schmucker and Todd Deeken of Everyday Driver! They tell us about life with their long-term C8 Corvette; Lotus ownership; owning 2 Caymans (and how that IS and is NOT redundant); truck changes; tire recommendations; shorter gears vs bigger engines; and answer Patreon questions including: Does leading a driving adventure ruin the trip?Accidental horns in Lotus carsCleaning tips to limit corrosion981 Boxster S vs E92 M3 as a driver's carHow cheap will Polestar 1's get?When will OEMs stop chasing power numbers?What do I set my tire pressures to?What do you keep in your daily driver?Is the $100k price for an air-cooled car worth it?How do I drive on a track that's COLD?Miata or Solstice GXP?Recorded November 20, 2025https://www.everydaydriver.com SHOW NOTESAura FramesFor a limited time, visit AuraFrames.com and get $45 off Aura's best-selling Carver Mat frames - named #1 by Wirecutter -  by using promo code TIRE at checkout.  RulaThousands of guys have already used Rula to finally get the care they needed. Don't keep putting it off -  go to Rula.com/tire and get started today. Take the first step, get connected, and take control of your mental health.#sponsored CashAppDownload Cash App Today: https://capl.onelink.me/vFut/mfsirfru   #CashAppPod and use our exclusive referral code SECURE10 in your profile, send $5 to a friend within 14 days, and you'll get $10 dropped right into your account. Terms apply. #CashAppPartner  New merch! Grab a shirt or hoodie and support us! https://thesmokingtireshop.com/ Use Off The Record! and ALWAYS fight your tickets! For a 10% discount on your first case go to https://www.offtherecord.com/TST Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! Enter code TST10 for a 10% discount on your first case on the Off The Record app, or go to http://www.offtherecord.com/TST. Watch our car reviews: https://www.youtube.com/thesmokingtire Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman

TimTalks
Dealers Gone Wild: Off-Roading, CVTs, and a New Era of Automotive Marketing with Tim Pohanka

TimTalks

Play Episode Listen Later Nov 25, 2025 22:02


In this special episode of Tim Talks, Tim sits down with dealer principal Tim Pohanka to unpack one of the most creative, daring, and downright fun marketing experiments the automotive world has seen in years. Pohanka and two other Nissan dealer principals each bought a sub-$10,000 used Nissan, added minimal modifications, and embarked on a 1,200-mile off-road endurance challenge across Utah's most brutal terrain — from the Bonneville Salt Flats to Moab, Little Sahara, Cathedral Valley, and more. With more than 150 hours of drone, in-car, and cinematic footage, the “Tour Detour” chronicles not only the punishing journey but also the surprising durability of these inexpensive vehicles, particularly the much-debated Nissan CVT.What emerges is more than a road trip. It's a blueprint for modern dealership storytelling: raw, human, adventurous, and anchored in authenticity instead of polished ad scripts. The conversation dives into how this grassroots project reshapes consumer perception, celebrates the joy of the American road trip, and proves that creativity in auto retail still has endless room to grow. It's part entertainment, part marketing masterclass, and fully a reminder that the car business can — and should — still be fun.Takeaways0:00 — Why leadership and creativity still define the best dealerships.0:50 — $6k Nissans pushed through a 1,200-mile off-road challenge.1:51 — Moab, Little Sahara, Cathedral Valley, UTV parks, Telluride — some of the harshest environments in America.2:44 — 150 Hours of cinematic footage to tell a story OEMs can't.3:57 — The journey starts at the Bonneville Salt Flats, where Tim's grandfather once raced4:38 — Nissan's CVT has taken heat, but the team intentionally tried to break it… and couldn't. 7:14 — A local Utah man keeps his shop open until 11 PM to rescue the crew.8:01 — A badly timed jump at Swing Arm City launches Tim's roof rack into the air.9:12 — Most people can't afford a $70k Bronco or Rubicon but a $10k adventure car? That's relatable and inspiring.10:46 — How storytelling and authenticity outperform today's noisy, overly polished ads.12:12 — The Tour Detour clips now help humanize the dealership and show real-world use cases customers trust.15:45 — After surviving impossible terrain, Tim can hardly part with his Nissan.17:50 — A Challenge to Dealerships Everywhere: Every store can tell authentic stories that make cars fun again.Connect with Tim Pohanka on LinkedIn: https://www.linkedin.com/in/timpohanka/Watch the Tour Detour: https://thetourdetour.com/Connect with Tim Cox on LinkedIn: https://www.linkedin.com/in/tim-cox-29065a7/Listen to more episodes of Tim Talks at: https://www.carnow.com/timtalks/

Fire Protection Podcast
Smarter Workflows with AI in Fire Protection

Fire Protection Podcast

Play Episode Listen Later Nov 20, 2025 36:32


Timestamps:00:00 - Introducing today's guest01:57 - Launching the first Al agent04:19 - How AI adoption changes business processes06:58 - Code complexity in fire protection09:30 - Generative Al vs agentic Al explained12:10 - How data supports better decisions14:39 - FireCAD design assistant and design workflow gains18:56 - Passion, innovation, and industry growth19:49 - OEMs, contractors, and AI-enabled data flow25:24 - Using AI for simple tasks and avoiding hallucinations29:45 - The rapid shift toward AI in fire protection32:02- Favorite Al-themed films34:35 - Closing thoughts and future direction

The Aerospace Executive Podcast
The Next Great Leap in Jet Design: Otto Aviation's Laminar Flow Revolution w/ Paul Touw

The Aerospace Executive Podcast

Play Episode Listen Later Nov 20, 2025 35:03


For decades, business aviation has advanced in small, predictable steps. Quieter cabins, digital cockpits, incremental gains in fuel efficiency. But real breakthroughs are generational. What Otto Aviation is building may be the most significant leap in private jet design since the invention of the high-bypass turbofan. This isn't another luxury aircraft chasing prestige. It's a reimagining of how far, how fast, and how efficiently a jet can fly. At the center of that transformation is laminar flow: an aerodynamic principle nature has perfected but aviation has struggled to harness.  Until now.  By achieving true laminar flow across both the wing and fuselage, Otto has unlocked a 50% reduction in fuel burn. That creates a cascade of benefits: lighter engines, smaller tanks, reduced maintenance, and dramatically lower operating costs.  For the first time, private aviation could expand beyond the elite few and into a broader market of business travelers. In this episode, CEO of Otto Aviation, Paul Touw, joins me to talk about how laminar flow moved from a theoretical possibility to a practical breakthrough, what it takes to bring a billion-dollar clean-sheet aircraft to market, and how this technology could reshape the economics of flight for decades to come.   You'll also learn; Why laminar flow is the biggest aerodynamic breakthrough since the 707 How Otto's design rewrites aircraft economics, cutting weight, fuel, and maintenance while extending range and performance. Why flying higher delivers radical efficiency and passenger comfort. How stealth-era manufacturing and modern computing finally made laminar flow possible. How Otto is minimizing risk by combining in-house final assembly with proven certified systems. How Flexjet's $10B order signals commercial confidence in Otto's clean-sheet aircraft. What it takes to recruit elite engineers from Boeing, Textron, and Gulfstream into a startup building the first new jet of its kind in over a decade. How lessons from XOJet shaped a customer-first approach to designing the next era of business aviation.   Guest Bio Paul Touw is an Engineer, Entrepreneur, and CEO of Otto Aviation. The Otto Aerospace Phantom 3500 is a masterpiece of engineering— utilizing groundbreaking laminar flow technology, digital design tools, and modern manufacturing techniques to achieve unparalleled efficiency, luxury, and environmental stewardship. Designed for leaders, visionaries, and innovators, the Phantom 3500 sets a new standard in private jet flight where performance and sustainability exist in perfect harmony. To learn more, head to https://ottoaerospace.com/ or connect with Paul 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.  Podcast CTA Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review helps our show reach more people. Thank you!   

Training Data
How End-to-End Learning Created Autonomous Driving 2.0: Wayve CEO Alex Kendall

Training Data

Play Episode Listen Later Nov 18, 2025 41:36


Alex Kendall founded Wayve in 2017 with a contrarian vision: replace the hand-engineered autonomous vehicle stack with end-to-end deep learning. While AV 1.0 companies relied on HD maps, LiDAR retrofits, and city-by-city deployments, Wayve built a generalization-first approach that can adapt to new vehicles and cities in weeks. Alex explains how world models enable reasoning in complex scenarios, why partnering with automotive OEMs creates a path to scale beyond robo-taxis, and how language integration opens up new product possibilities. From driving in 500 cities to deploying with manufacturers like Nissan, Wayve demonstrates how the same AI breakthroughs powering LLMs are transforming the physical economy. Hosted by: Pat Grady and Sonya Huang

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Mazda's First EV, Impel Invests in Automotive Ventures Fund II, Major Stair Fail in China

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Nov 14, 2025 11:48 Transcription Available


Shoot us a Text.Episode #1196: Today we're talking about Mazda finally going all-in on EVs, Impel investing in the next wave of auto-tech innovation, and Chery's viral stair-climb stunt that went downhill…literally.We'll be at Automobility LA at the LA Auto Show next Thursday, November 20 hosting the LA Auto Show Sessions. Thanks to our friends at Cars Commerce and Curbee for making it possible. 25% off registration with code MoreThanCars. https://laautoshow.com/meShow Notes with links:After years of hesitation and a short-lived MX-30, Mazda is officially moving its EV plans forward with its first dedicated electric vehicle now in testing in California. This marks a pivotal shift in strategy as the automaker works to electrify its global lineup.A prototype midsize electric crossover, resembling a smaller CX-90, was recently spotted near Mazda's Irvine R&D center.Built on the new Skyactiv EV Scalable Architecture, it's Mazda's first EV designed specifically for the U.S. market.Production is slated for 2027, with U.S. sales expected in 2028.Mazda is investing nearly $11 billion in electrification, but it has scaled back its EV sales target from 100% to 45%  to 25% by 2030.Impel is putting its money where its vision is by investing in Automotive Ventures' Mobility Fund II, signaling a strong commitment to driving innovation in the auto retail space through early-stage tech.The fund focus areas include AI, robotics, mobility, and industrial tech aimed at transforming how vehicles are sold and serviced.The investment highlights Impel's strategy to back technologies that boost dealership productivity and experience as they Impel bring their AI tools and vast dealership network to support startups within the fund.Impel joins a group of forward-looking investors aiming to accelerate innovation that benefits dealers, OEMs, and consumers alike.Michael Quigley (Impel): “Our investment... reflects our belief that meaningful transformation in automotive retail will be powered by early-stage innovation... We're helping to accelerate progress across the entire industry.”Chinese automaker Chery attempted to recreate Land Rover's legendary 999-step climb at Heaven's Gate—but instead of a viral triumph, the stunt turned into a viral fail that forced a public apology.Heaven's Gate is a famous natural rock arch on Tianmen Mountain in China, reached by a steep staircase with 999 steps and often used in extreme stunts and marketing spectacles.The Fulwin X3L SUV lost power mid-stunt, hit a railing, and rolled back into a fence.A detached safety rope entangled the right wheel, causing the mishap.Chery admitted to poor risk assessments and promised to compensate for damages and repair the area.The X3L boasts a 422 hp range-extended powertrain and is marketed as off-road capable.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/

Everyday Driver Car Debate
The Classics And The Jokes, The House Cars, Abandoning Tech And Customers | Episode 1,019

Everyday Driver Car Debate

Play Episode Listen Later Nov 4, 2025 107:41


The guys are asked for their predictions on 5 future classics and 5 future duds, all sold within the last 5 years. For extra credit, even categorized in 5 countries! They debate fun choices for Jose B., who gets bored quickly and has owned multiple versions of the same sports car. Then, the Mercedes-Benz MBRACE app is being discontinued - what choices do owners have when car companies abandon technology that was a selling point? Did you see this? The newly-announced humanoid robot for homes, called NEO! Then, social media questions ask how do you tell a driver you're uncomfortable with their driving habits, what future cars are OEMs scrambling to build, and why do companies choose such large wheels for their cars now? Audio-only MP3 is available on Spotify, Apple Podcasts and 10 other platforms. Look for us on Tuesdays if you'd like to watch us debate, disagree and then go drive again! 00:00 - Intro 01:19 - Longbow Roadster & Speedster 06:58 - Topic Tuesday: 5 Future Classics, 5 Future Duds, All Under 5 Years Old 10:46 - Todd's 5 ‘Classics' List 18:42 - Paul's 5 ‘Classics' List 24:43 - Todd's 5 ‘Jokes' List 35:13 - Paul's 5 ‘Jokes' List 52:28 - Hooked On Driving November 2025 54:44 - Car Debate #1: The ‘House Cars' vs. ‘Fun Cars' 1:12:04 - Car Debate #2: Mercedes-Benz Sunsetting MBRACE App 1:24:39 - Did You See This? NEO Humanoid Home Robot 1:35:33 - Audience Questions On Social Media  Rate and review us on Apple Podcasts, and subscribe to our two YouTube channels. Write to us your Topic Tuesdays, Car Conclusions and those great Car Debates at everydaydrivertv@gmail.com or everydaydriver.com Learn more about your ad choices. Visit megaphone.fm/adchoices