Podcasts about rwe

Deep tech's proof quarter, reviewed: Isar Aerospace in orbit (Sept 5, flight 2), Proxima Fusion's €411M at €2.4B with RWE signed as customer before investing, Quantum Systems $1.2B, HyImpulse >€50M, and The Exploration Company's $450M + ESA ALADDIN (up to €760M) in 48 hours. Plus: the prediction card (Isar orbit call — confirmed with 4 months to spare), a reported €35B German space build-out, and the Ownership Test: who ends up owning strategically necessary hardware companies. Full article: startuprad.io · Helsing profile: Unicorn Atlas #1 Growth partnerships: startuprad.io/become-a-partner Folge direkt herunterladen This episode is brought to you by Vanta, the leading Agentic Trust Platform helping more than 16,000 companies automate security, compliance, and trust management. Learn more: https://vanta.com/startupradio --- © Startuprad.io™ – All Rights Reserved | AI & research reference → https://www.startuprad.io/llm

Mejora el aspecto respecto a las primeras horas en los mercados. A primera hora el aspecto era más débil, con los rendimientos tensionados y las Bolsas flojas. Aún así, la presión del petróleo y de los intereses de la deuda persiste sobre unos mercados que aguardan novedades sobre Irán y sobre las próximas referencias macro. En el plano monetario, tras escuchar ayer a una dovish Lagarde, la atención se centra en más eclaraciones desde BCE y Fed. Ha caído por debajo del 40% la probabilidad implícita de una subida del BCE en octubre, lo que explica la debilidad del euro. Este contexto se ve reforzado por la batería de datos macro europeos, con la inflación preliminar de España en septiembre repuntando hasta el 4,6% interanual. Australia ha subido tipos mientras que China apunta al establecimiento de nuevas políticas pro-crecimiento, incluyendo posibles ayudas al sector inmobiliario. La actividad de fusiones y adquisiciones sigue aportando dinamismo al mercado, con KKR y RWE uniendo fuerzas en una oferta no vinculante por Uniper. El análisis es de José Basagoiti, de Trading Pro. Con Pedro Santa Cruz, de Freedom24 Iberia, hablamos de la gran expectación ante próximo lanzamiento de GTA VI.

De Week van Energeia is dé nieuwspodcast voor de energieprofessional. Elke vrijdag praten redacteuren van Energeia je in ongeveer vijfentwintig minuten bij over de belangrijkste ontwikkelingen in de complexe energiewereld. Met deze week: de industrie in Nederland worstelt met hoge elektriciteitsprijzen, netcongestie en stijgende netwerkkosten, en dat zorgt voor uitstel van investeringen. Op Prinsjesdag kondigde het kabinet een aantal maatregelen aan, zoals een bedrag van 1,3 miljard euro voor CO₂-opslagproject Aramis op de Maasvlakte. Andere maatregelen laten nog op zich wachten. Redacteur Joep Westerveld vertelt waar beweging in zit, en waar het nog aan schort. Hoofdredacteur Wouter Hylkema licht toe waarom het Duitse energiebedrijf RWE een groot energieopslagsysteem bij de elektriciteitscentrale in Moerdijk gaat bouwen. En waarom tien ondernemers van het College van Beroep voor het bedrijfsleven gelijk hebben gekregen in hun bezwaar tegen zogenoemde correctiebedragen. (Die bepalen de hoogte van hun SDE-subsidie.) Presentatie: Ilse Akkermans NB: Het nieuws dat Nyrstar twijfelt over de toekomst van zijn zinkfabriek in Budel kwam net na de opname van deze podcast naar buiten.See omnystudio.com/listener for privacy information.

Folge #148 Saison 2026/27 Die Spieltage 9 bis 10 Pure Euphorie nach dem Last-Minute-Sieg bei den Hertha Bubis folgt auch durch Mithilfe äußerer Einflüsse ein später Ausgleichstreffer beim Gipfeltreffen gegen Aue. Dennoch grüßt Rot-Weiß immer noch von der Tabellenspitze.

Allen covers record bank financing for clean energy, Oracle’s 1.7 GW Texas wind deal, RWE’s German auction win, Denmark scrapping its turbine cap, and Revolution Wind finishing off Rhode Island. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

Gut gemacht, Kevin! 12:0 - einstimmig gegen Trump. War das so eine Art "Independence Day der Fed"? Zins- und Notenbankunsicherheit drückt den deutschen Aktienmarkt zum Wochenausklang. Der DAX schließt nahe dem Tagestief, der Hexensabbat sorgt zusätzlich für Ausschläge. RWE erhält Zuschläge für zwei Onshore-Windprojekte mit zusammen 119 Megawatt. Daimler Truck startet die zweite Tranche seines Aktienrückkaufs über bis zu 1,1 Mrd. Euro; zugleich warnt Konzernchefin Karin Radström vor möglichen Milliardenbelastungen durch CO2-Strafen. Porsche SE senkt wegen des schwächeren Volkswagen-Ausblicks die Prognose für das angepasste Konzernergebnis 2026 deutlich. Bei Berkshire Hathaway übernimmt Howard G. Buffett den Chairman-Posten von Warren Buffett, der Chairman emeritus und Verwaltungsratsmitglied bleibt. TUI bekommt 2027 mit Johan Lundgren einen neuen Aufsichtsratschef. Börsenweisheit von Warren Buffett: "Es ist weit besser, ein wunderbares Unternehmen zu einem fairen Preis zu kaufen, als ein faires Unternehmen zu einem wunderbaren Preis." Alle Interviews auf www.boersenradio.de

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über eine Gegenbewegung bei geschundenen KI-Aktien, ein Unternehmen, das sich ein Stück planbare Energiewende kauft und die Folgen der Fed-Entscheidung fürs Depot. Außerdem geht es um Siemens Energy, JPMorgan Chase, Hochtief, Infineon, Winbond Electronics, SUSS MicroTec, PVA TePla, Jenoptik, Siltronic, Elmos Semiconductor, Intel, Marvell Technology, Arm Holdings, Nvidia, Lumentum, CoreWeave, On semi, IBM, Chevron, Exxon Mobil, Devon Energy, ConocoPhillips, J.B. Hunt Transport Services, CSX, FedEx, Norfolk Southern, Union Pacific, Deutz, RWE, E.on, Goldman Sachs, BlackRock, Weekly World Equity Income ETF (WKN: A42H8G). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Sichere dir jetzt dein Ticket, um Zugriff auf den Merch-Shop zu bekommen. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent aufs Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Folge #147 Saison 2026/27 Spieltag 8 RWE – RSV Eintracht 1949 Der RWE zerlegt am 8. Spieltag stets bemühte Stahnsdorfer und verteidigt gut gelaunt Platz 1.

In Folge 120 von 4zu3 gehts natürlich um das Duell zwischen Fortuna Düsseldorf und dem MSV Duisburg. Vor fast 50.000 Zuschauern konnte die Fortuna das prestigeträchtige Derby gewinnen und scheint damit in der 3. Liga angekommen zu sein. Ein anderer Gewinner des Spieltages ist RW Essen. Durch das 6:2 gegen Würzburg gehört RWE zur Spitzengruppe. Aachen dagegen lässt beim 2:2 gegen Regensburg was liegen und Rostock kommt beim 0:4 bei Viktoria Köln sogar komplett unter die Räder. Bei Hansa steigt schon wieder Druck. Gleiches gilt für den SV Wehen Wiesbaden, der als einziges Team der Liga noch ohne einen Sieg ist. Die Trennung von Trainer Daniel Scherning erfolgte kurz nach der Aufnahme der Podcast-Folge. Alle Teams richten ihren Blick aber direkt wieder nach vorne, denn in der 3. Liga steht die erste englische Woche der Saison an! Und falls ihr uns Sprachnachrichten zukommen lassen wollt, könnt ihr das gerne unter folgender Nummer tun: 0151 566 58 335

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über den finnischen Google-Deal, den Muse-Effekt von Meta und den Bugatti-Verkauf von Porsche. Außerdem geht es um RWE, Brenntag, Qiagen, Bayer, SAP, Exxon Mobil, Chevron, Amazon, Meta Platforms, Apple, Alphabet, Fortum, Vertiv Holdings, Schneider Electric, Johnson Controls International, Munters Group, Porsche AG, Nvidia, Microsoft, Samsung Electronics, Cooper Companies, American Eagle Outfitters. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Folge #146 Saison 2026/27 Thüringenpokal 2. Hauptrunde Erfurt gibt sich keine Blöße in der 2. Hauptrunde des Thüringenpokals und schlägt Siemerode mit 9:0. PS: Die Nachreichung der Tipps zum Spiel am Dienstag Hertha BSC II – RWE. Benny: 1:3, Clemens; 1:2

Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Evan Halper from The Washington Post, who breaks down new drama surrounding the Trump administration's settlement requiring RWE to abandon offshore wind leases in exchange for $1.2 billion.This week's “Cleantecher of the Week” is Emily McAteer, co-founder and CEO of Odyssey Energy Solutions, which just closed $74 million to scale a platform that connects more than 6,000 solar installers and EPCs across 50-plus countries in Africa, Asia, and Latin America with financing and bulk equipment procurement. The company's already facilitated $3.6 billion in capital and unlocked 1.5 gigawatts of distributed solar projects, with activity in India up 205% over the past year.This Week in Cleantech — September 4, 2026Meet the super PAC working to crush clean energy's political foes — Canary MediaData Center Backlash Reaches the Ballot Box — Data Center KnowledgeIs electricity dimming oil's political power? — POLITICOFervo bets big on geothermal energy — CNBC$900 million from a canceled wind deal will benefit a Trump donor — The Washington PostEnergy policy on your mind? Check out all episodes of the Factor This Policycast

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den gruseligen September-Auftakt, Kracherzahlen von Dell und eine Enzym-Aktie, die fremde Blockbuster in eigene Erlöse verwandelt. Außerdem geht es um SAP, CrowdStrike, Cloudflare, RWE, Merck, Apple, Credo Technology, MongoDB, GitLab, Palo Alto Networks, Nvidia, Broadcom, Shein, H&M, Fast Retailing, Next, Inditex, Associated British Foods (ABF), Gap, Roche, Johnson & Johnson, Merck & Co., Halozyme Therapeutics, Bristol-Myers Squibb, Pfizer, Eli Lilly, Alteogen, Schott Pharma, Gerresheimer, Ypsomed, West Pharmaceutical Services, Husqvarna, Toro, KraneShares Global Humanoid and Embodied Intelligence ETF (WKN: A41PZ8) und iShares Automation & Robotics ETF (WKN: A2ANH0). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3… Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

This week we talk about peaker plants, blackouts, and at-home battery backups.We also discuss energy resiliency, solar panels, and hydro.Recommended Book: The Tainted Cup by Robert Jackson BennettTranscriptPeaking power plants, often just called peaker plants, are power plants that are turned on only during periods of high energy demand. That's in contrast to a baseload power plant, which operates more or less 24/7 to ensure there's a steady amount of electricity available on the local power grid.The need for peak-load energy varies depending on the time of year and which part of the world you're looking at. In general, though, energy demand tends to increase in the morning and evening because of temperature fluctuations and lifestyle rhythms.People are at home in the morning and return from work in the evening, at which point they turn on their ACs or heaters, TVs, lights, electric kettles, and video game consoles. That leads to an irregular surge in demand compared with the steady office and factory demand met throughout the day by the baseload power plant.When energy demand peaks, approaching or exceeding what the baseload plant can reliably provide, the peaker plant is spun up and more energy is added to the grid. This helps avoid brownouts and blackouts, situations in which people lose access to power because there isn't enough to go around.This also helps stabilize energy prices. In most countries, pricing is used to manage scarce energy resources, so as a grid approaches the point where it's running out of available electricity, prices rise to incentivize less energy use. Peaker plants keep those prices from going sky-high by increasing the supply, preventing demand from pushing prices into absolutely ridiculous territory.Some peaker plants operate for a handful of hours basically every day. This is especially true in places with extreme temperature fluctuations, or in areas where the population or manufacturing activity has increased rapidly and the local infrastructure hasn't caught up. In those places, the backup plant is used more regularly because the baseload supply hasn't yet increased to meet that new, consistently higher demand.Peaker plants are often less efficient to run because they aren't meant to be used all the time. Consequently, if the baseload power plant isn't capable of providing enough energy for a region on a regular basis, electricity can get much more expensive for everyone, all the time. A power plant intended for occasional use is instead operating constantly, and it wasn't built to be efficient. It was built to come online quickly and operate only during periods of irregular, excessive need.What I'd like to talk about today is an alternative to peaker plants that was conceived of decades ago, but which has only recently started to be deployed at scale in some areas.—As I mentioned in the intro, a peaker power plant is meant to be turned on irregularly to meet above-average energy needs. Those periodic pops in demand are accounted for, and peaker plants are built specifically to meet them. As a result, these plants are typically more expensive and often more polluting than baseload plants, with many using natural gas or coal to produce extra electricity for the grid.In the late 1990s, researchers proposed that it might someday be possible to link energy-production and storage sites together, creating a more flexible grid system they called a virtual power plant. Further research in the early 2000s expanded on the concept, looking specifically at renewable-energy options and how they might be aggregated into a similar virtual-power-plant setup.The basic idea is to recreate the effect of a peaker plant—adding electricity to the power grid when it's most needed—by aggregating power-generating or storage assets and tapping them only when necessary.Software manages that aggregation of smaller assets, ensuring the additional energy reaches the grid when it's needed and at the necessary scale. Managing these assets in this way allows smaller production and storage infrastructure to recreate the impact of a larger peaker plant.A German energy company called RWE launched the first real-world virtual power plant in 2008, linking nine of its hydroelectric plants into a virtual 8.6 MW unit whose output could be managed and deployed remotely. A few years later, in 2011, a Swiss energy company called Kraftwerke did the same with a slew of biogas, solar, and wind-power infrastructure scattered across seven countries.The concept expanded to include demand-side residential energy assets in 2016, when the Australian city of Adelaide enacted a program backed by the Australian Renewable Energy Agency. The program deployed 1,000 battery systems to homes and businesses across the city. Those battery systems were hooked up to solar panels, and the software managing the batteries allowed their stored energy to act like a 5 MW peaker plant.Tesla then applied the same general idea across South Australia, where energy prices had long been volatile, beginning in 2018. That program reached 50,000 homes by 2022. It was acquired by an energy company called AGL in 2025, which expanded it further until the virtual power plant had a capacity of 25 MW of peaker solar energy and 37 MW of battery-stored peaker energy.Now, again, there's a certain amount of energy available on the grid from standard baseload production sources, including traditional coal- and gas-fired power plants, hydroelectric plants, and nuclear power plants.Solar and wind arrays also contribute to the baseline energy load in some parts of the world. That baseline can be augmented by utility-scale battery facilities that store excess wind and solar production. This makes renewables more reliable as baseload options because excess energy generated during the day or during especially windy periods can be stored in those batteries and used later, at night or when the wind isn't blowing as hard.A VPP addresses periods when the available baseload supply doesn't measure up to current demand. When temperatures are especially high and everyone is using their air conditioners more, and a gas plant or solar array can't provide enough electricity to meet demand, the company operating the virtual power plant can draw energy from scattered resources to cover that additional use.In some cases, that means pooling energy generated by small hydroelectric dams. In others, it means drawing a previously agreed-upon amount or percentage of energy from a homeowner's battery backup.Maybe they have a battery that stores excess electricity from their solar panels, which they can use at night. They might also have an agreement with the VPP operator allowing it to draw a certain amount of energy from that battery when necessary, adding it to the grid to ease excessive demand.This kind of agreement is often beneficial for the homeowner sharing some of their excess energy with the grid to help prevent blackouts and excessively high prices. The cost of the battery installation and hardware might be subsidized, or they might make a small amount of money every time that energy is borrowed.There are also variations on this model that provide the homeowner or renter with a fancy thermostat. During periods of high demand, the thermostat might automatically adjust the AC by a degree or two when the grid is being crushed by demand on crazy-hot days. This ensures there's enough energy to go around by reducing demand rather than increasing supply.Some models also use energy-pricing arbitrage, automatically selling stored energy when electricity is expensive and buying it back when electricity is cheap. This helps balance the grid's overall energy load by contributing to it when energy is scarce and expensive, then restoring that energy to the battery when it is abundant and cheap.Increasingly, these systems tap into other resources connected to the grid to reduce demand or increase supply. They might borrow some energy stored in a homeowner's electric vehicle, for instance, which has been left plugged in to charge but can also act as another, quite large, household battery. Or they might reduce the power being sent to heat pumps or water heaters.Each of these devices or other assets is treated as part of the larger virtual power plant, which may be composed of thousands or tens of thousands of homes and all their connected assets. This helps manage supply and demand so that blackouts and dramatically higher energy prices are less likely, even on days with bizarre weather or when larger energy assets, like power plants, aren't operating at full capacity.This is a huge win for resiliency, and it's also often much cheaper than installing and operating a peaker plant, usually around 40–60% cheaper.These systems can also be installed and activated much faster than a full-on power plant, while dramatically reducing the amount of land used for energy infrastructure and the bureaucracy that has to be traversed to get something like a power plant or solar array installed and operating.Those big chunks of infrastructure can take years or decades to bring online, while a VPP can often be up and running within just a few months. It usually requires no new land and no new interconnections in terms of cables or whatnot. It uses infrastructure that's already there in most cases, though it can also be strengthened by deploying assets, like household batteries, that are useful to the homeowner for other reasons. Kind of a win-win.At the moment, virtual-power-plant capacity is limited primarily by regulatory approval, at least in most countries. Energy utilities don't have much incentive to move these systems forward because they get paid for building and managing traditional power assets, and VPPs are not that.Sometimes an energy company will run this type of program, but usually only if it gets to sell the hardware and is paid to manage the software that keeps everything running smoothly. Household batteries and similar assets otherwise represent competition, so utilities are less inclined to allow these systems to move forward or even be legally installed without a fight.That said, the major players in the VPP space right now are Sunrun, Tesla, Renew Home, Uplight, Next Kraftwerke, and sonnen. The latter is the largest VPP operator in Europe and has recently been expanding into the US, especially in Utah.Most VPP deployment in the US is happening in California, Texas, Florida, and Puerto Rico. These systems are also being deployed across South Australia, Germany, and China, where the first gigawatt-scale residential VPP, which aggregates air conditioners and water heaters across millions of households, has been launched.This category of energy technology has rolled out more slowly than originally anticipated. When the early models were deployed in Europe, their outcomes were considered broadly beneficial, but expansion was hindered by regulations—paperwork, basically—and pushback from existing utilities that didn't want the competition.VPPs were also bundled with other renewable-energy infrastructure and consequently faced substantial opposition in the US, in particular, during both Trump administrations. Those administrations pulled support for renewables across the board and, in some cases, actively tried to kill these industries to make even more room for oil and gas companies.In 2025 and so far in 2026, though, the blazing-fast deployment of data centers has brought VPPs back into the conversation. Data centers require a silly amount of energy to run, and power grids in the areas where they're being built have been strained as a consequence, dramatically increasing energy prices.VPPs won't solve that problem, but they could ease it in several ways. They can temper energy use and make more electricity available during periods of peak demand without requiring the construction of expensive power plants that might not come online for years or even a decade.They could also reframe the use of VPPs so that they're no longer seen primarily as environmental efforts, but as economically viable means of addressing data-center-created energy shortfalls. That could lead to more VPP build-outs because these systems would no longer be such obvious targets for anti-renewable-energy legislation and politics.Show Noteshttps://en.wikipedia.org/wiki/Peaking_power_planthttps://en.wikipedia.org/wiki/Virtual_power_planthttps://www.sciencedirect.com/science/article/pii/S2211467X2400097Xhttps://www.theguardian.com/environment/2016/aug/05/adelaide-charges-ahead-with-worlds-largest-virtual-power-planthttps://www.nrg.com/insights/energy-education/understanding-virtual-power-plants--a-guide-to-vpps.htmlhttps://techcrunch.com/2026/08/19/home-batteries-are-suddenly-cheap-and-everywhere-heres-why/https://pv-magazine-usa.com/2026/08/13/tesla-unveils-zero-down-powerwall-lease-program-with-retail-electric-plan-in-texas-touts-global-vpp-potential/https://www.energy-storage.news/base-power-launches-100mw-vpp-programme-in-texas/https://www.ess-news.com/2026/02/12/texas-lands-its-first-battery-only-virtual-power-plant/https://nuwattenergy.com/en/virtual-power-plants-2026https://www.ess-news.com/2026/06/25/sunrun-tesla-renew-home-announce-plans-for-16-8-gw-virtual-power-plant-program/https://www.sciencedirect.com/science/article/pii/S2352484725003865https://www.cleanenergywire.org/news/start-next-kraftwerkes-renewable-virtual-power-plant-stabilises-gridhttps://www.energy.gov/edf/virtual-power-plants-projectshttps://www.woodmac.com/press-releases/virtual-power-plant-capacity-expands-13.7-year-over-year-to-reach-37.5-gwhttps://www.utilitydive.com/news/in-2026-virtual-power-plants-must-scale-or-risk-being-left-behind/810321/https://ieefa.org/resources/case-virtual-power-plantshttps://uplight.com/blog/virtual-power-plants-are-powering-the-grid-of-the-future-and-uplight-is-leading-the-way/https://sepapower.org/knowledge/vpp-and-supporting-der-policy-developments-q1-2026/https://www.energymining.sa.gov.au/consumers/solar-and-batteries/south-australias-virtual-power-planthttps://whatisavpp.com/research/topics/enpal-flexa/https://www.canarymedia.com/articles/virtual-power-plants/rooftop-solar-industry-trump-budget-lawhttps://foleyhoag.com/news-and-insights/blogs/energy-and-climate-counsel/2026/july/virtual-power-plants-the-distributed-energy-revolution-has-arrived/https://ieefa.org/resources/case-virtual-power-plantshttps://sepapower.org/knowledge/vpp-and-supporting-der-policy-developments-q1-2026/https://www.cesa.org/resource-library/resource/puerto-rico-virtual-power-plant/https://www.energy.gov/edf/virtual-power-plants-projectshttps://www.energymining.sa.gov.au/consumers/solar-and-batteries/south-australias-virtual-power-planthttps://www.ess-news.com/2025/01/16/china-launches-work-on-its-first-gw-scale-residential-virtual-power-plant/https://www.ferc.gov/ferc-order-no-2222-explainer-facilitating-participation-electricity-markets-distributed-energyhttps://www.utilitydive.com/news/in-2026-virtual-power-plants-must-scale-or-risk-being-left-behind/810321/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Michael Wanker war mal Schauspieler und Synchronsprecher, heute trainiert er DAX-Vorstände und Spitzenpolitiker fürs Sprechen vor Publikum. In dieser Folge erzählt er David, wie aus dieser Kombination sein Beruf wurde: über die Begegnung, die ihn vom Theater zum Medientraining brachte, den ersten Auftrag bei RWE und die Schlagzeile "Der Steve Jobs der Energiebranche", die daraus entstand. Dazwischen liegen Umwege über systemische Familientherapie und die Frage, wie viele Stunden wirklich in einen guten 15-Minuten-Vortrag fließen. Im Kern geht es um das, was die meisten beim Thema Bühne unterschätzen: Vorbereitung ist der am meisten unterschätzte Hebel, und Lampenfieber hat fast immer mehr mit Selbstwert als mit Technik zu tun. Michael erklärt, warum Kritik am Auftritt so oft als Kritik an der Person ankommt und welche Glaubenssätze aus der Kindheit sich da einnisten.

Folge #144 EFCAW in Borsch Nach einigen Problemen im ersten Durchgang kriegt unser RWE in Halbzeit 2 doch noch die Kurve und zieht letztendlich recht souverän in die nächste Pokalrunde ein.

Der FC St. Pauli verliert in der ersten Pokalrunde hochverdient bei Rot-Weiss Essen. Jutta spricht mit Jack über die Ereignisse auf und neben dem Platz.

Offshore wind developer RWE announced that it has accepted a "settlement" with the Trump Administration. In exchange for abandoning three offshore wind leases — including one off of Humboldt County's coast— the German energy company will receive $1.22 billion to instead invest in fossil fuel projects. The Trump Administration has reached similar settlements for projects on the East Coast, which are being litigated, and the California Attorney General's Office has sent the Trump Administration "notices of intent to sue" for other settlements on the West Coast.What does this settlement agreement mean for the future of offshore wind off Humboldt's coast? Matt Simmons, Climate Attorney at EPIC, and Jen Kalt, Executive Director of Humboldt Waterkeeper, join the program to discuss. Support the show

Der FC St. Pauli gastiert bei Rot-Weiss Essen. Jutta spricht das erste mal in der Geschichte des VdS/NdS mit einer Person aus der Fanszene von RWE.

Folge #143 Saison 2026/27 Spieltag 5 RWE – FCM II Nach anfänglichen Problemen besiegt der RWE die Zweitvertretung des FCM durch genaues und schnelles Kombinationsspiel mit 4:1. Rot-Weiß grüßt immer noch von der Tabellenspitze!

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Entspannung an der Inflationsfront, Übernahme-Euphorie bei Workday und den Aufstieg von Reddit. Außerdem geht es um Workday, Sandisk, Western Digital, Netflix, Hertz, Cisco, Cerebras, Coherent, TKMS, Thyssenkrupp, Vincorion, RWE, Sixt, Secunet, Hellofresh, Energiekontor, Evotec, Birkenstock, Palantir, Nebius, Reddit, AvalonBay, Volkswagen, Adidas, Deutsche Bank, SAP, Siemens, Bayer, Commerzbank, Deutsche Börse, Deutsche Telekom, Siemens Healthineers, iShares Core FTSE 100 (WKN: 552752), BIT Global Technology Leaders (WKN: A2N812) und ARK Innovation ETF (WKN: A408AW). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates overnight.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.APAC stocks were predominantly in the green as the region took its cue from the mild positive handover from Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include UK GDP (Jun/Q2), Trade Balance (Jun), Swedish/Spanish Inflation Final (Jul), EU Industrial Production (Jun), US Initial Jobless Claims (Aug/08), PPI (Jul), Norges Bank Policy Announcement (Aug). Speakers include Fed's Hammack & Barkin, Norges Bank's Bache. Supply from the US. Earnings from Applied Materials, RWE, Antofagasta & Maersk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Der DAX schließt 0,1 % tiefer bei 26.300 Punkten, nachdem er zwischenzeitlich bis auf 26.490 Zähler gestiegen war. Der Euro Stoxx 50 gewinnt 0,2 % auf 6.550 Punkte. An der Wall Street nehmen flache US-Erzeugerpreise den Märkten etwas Inflationsdruck: Dow Jones +0,3 % auf 53.927 Punkte, S&P 500 +0,5 % auf 7.783 Punkte und Nasdaq +0,8 % auf 26.798 Punkte. Brent und WTI verlieren rund 2 %. Birkenstock springt nach einer Prognoseanhebung 13 %, Cerebras bricht mehr als 11 % ein. Porsche plant das Ende der Taycan-Produktion bis 2030. SMA Solar schafft mit 62,4 Mio. Euro EBIT die Rückkehr in die Gewinnzone. HHLA rutscht mit 4,2 Mio. Euro ins Minus, Evotec bestätigt die gekappte Prognose. Thyssenkrupp steigert das bereinigte operative Ergebnis um 18 % auf 183 Mio. Euro, Ottobock erhöht den Ausblick, RWE die Investitionen. Cisco meldet Rekordwerte und stellt für 2026/27 bis zu 73,4 Mrd. USD Umsatz in Aussicht. Börsenweisheit des Tages: "Das Hauptproblem des Anlegers und sogar sein schlimmster Feind ist wahrscheinlich er selbst." - Benjamin Graham.

Read the full article at: https://oncdata.com/real-world-evidence-ai-in-oncology Artificial intelligence (AI) is rapidly transforming oncology research, but its impact depends on high-quality data. As researchers increasingly rely on real-world evidence (RWE) to complement clinical trials, ensuring that data is accurate, complete, and transparent has become just as important as developing new AI tools. In this episode of Exploring AI in Oncology, Waqas Haque, MD, MPH, Hematology/Oncology Fellow at the University of Chicago, speaks with Saamir Pasha, Senior Biostatistician at Ontada, about two complementary areas of innovation—the establishment of rigorous frameworks to assess the quality of oncology real-world data, and the exploration into how generative AI can accelerate complex biostatistical workflows while maintaining scientific rigor and regulatory transparency. Together, these efforts illustrate how AI is poised to enhance—not replace—the expertise required to generate reliable evidence in oncology.

Von Klimakrise zu Energiewende ist es nicht weit: Da gibt es derzeit Entwicklungen, die einerseits notwendig, andererseits nicht uneingeschränkt willkommen sind. Nach Jahren an Planung, Diskussionen, Protesten läuft inzwischen der Ausbau der Stromtrassen von Nord nach Süd (und umgekehrt). Anstelle von oberirdischen Leitungen werden jetzt große Teile unterirdisch verlegt. Aber auch das findet nicht überall Anklang. Aber der Strom der Windkraftanlagen im Norden muss irgendwie in den Süden kommen und der Strom der Photovoltaik-Anlagen von Süden nach Norden. Alternativ wären Strompreiszonen, aber das wollen unsere Südstaatler sicher auch nicht. Gerade für private Betreiber von Photovoltaik-Anlagen, die den produzierten Strom sowohl selbst nutzen, also auch überschüssigen einspeisen, soll laut Bundesnetzagentur der Grundpreis ab 2029 deutlich steigen und zwar um mindestens 70, höchstens 90 Prozent. Diese sogenannten Prosumer, ein Kofferwort aus "provider" und "consumer" (ja, diese Version war für uns auch neu), sollen dadurch beteiligt werden an den Kosten für den Netzausbau. Sofern diese erhöhten Gebühren dann auch wirklich für den Netzausbau benutzt werden, wäre das zwar unangenehm, aber nachvollziehbar. Viel Spaß mit Folge 319! Sprecher:innen: Meep, Michael Kister, Mohammed Ali DadAudioproduktion: Michael KisterVideoproduktion: Mohammed Ali Dad, Michael KisterText: Michael KisterTitelbild: MeepBildquellen: PixabayAufnahmedatum: 07.08.2026 LinksDiscord https://discord.gg/SneNarVCBMBluesky https://bsky.app/profile/technikquatsch.deYoutube https://www.youtube.com/@technikquatsch https://www.youtube.com/@technikquatschgamingTikTok https://www.tiktok.com/@technikquatschInstagram https://www.instagram.com/technikquatschRSS https://technikquatsch.de/feed/podcast/ 00:00:00 Mos neues Gehäuse ist da, Upscaler/Adapter für Wii, Umbau eines alten Radios zur BT-Box 00:10:57 Nintendo Quartalszahlen: Switch 2 schon 23.68 Einheiten verkauft, läuft besser als Switch 1 im gleichen Zeitraum.https://www.computerbase.de/news/gaming/nintendo-quartalszahlen-23-68-millionen-verkaufte-switch-2-ueberholen-den-gamecube.98739/ 00:17:31 Microsoft stellt Copilot Studio im Businness-Bereich ohne Vorwarnung von Flat auf tokenbasierte Abrechnung um. 00:32:40 Disney+ stellt von H.265 auf den lizenzfreien Codec VP9 um nach Klage von Patenttroll.https://www.heise.de/news/Patentstreit-Disney-stellt-4K-in-Deutschland-wieder-her-11395249.html 00:39:55 Grundpreis soll für sog. "Prosumer" mit Photovoltaikanlage mit Einspeisung steigen.https://www.t-online.de/heim-garten/energie/id_101377542/neue-gebuehr-kommt-fuer-solarbesitzer-bis-zu-90-prozent-aufschlag-fuer-pv.htmlhttps://www.agrarheute.com/energie/strom/suedlink-buergerinitiative-kaempft-gegen-10-milliarden-euro-teure-stromtrasse-642026 00:58:36 RWE erhält von den USA 1,22 Milliarden Dollar für Ende von Offshore-Windprojekten, investiert einen Teil in neue Gasturbinen.https://www.golem.de/news/1-22-milliarden-fuer-fossile-zukunft-usa-erkaufen-sich-aus-fuer-offshore-windkraft-2608-211692.html 01:04:13 Die Roller-Frage aufgeklärt (mehr oder weniger) 01:08:52 Auf dem Weg zum Terahertzlaser: erstmals vollständig optischer Zeitkristall erzeugt.https://www.golem.de/news/terahertzforschung-photonischer-zeitkristall-fuehrt-zu-neuer-lasertechnik-2607-211482.htmlhttps://www.ingenieur.de/technik/fachbereiche/rekorde/zeitkristall-aus-gold-und-halbleiter-koennte-terahertzlaser-ermoeglichen/ 01:16:46 Mike muss weg.

-In a post on its website, OpenAI said internal evaluations of its upcoming model, called Astra, showed "significant advancements in agentic coding and cybersecurity," resulting in OpenAI not being able to "rule out critical cyber capabilities." -Wind turbine projects will be cancelled near New York, California and Louisiana. As part of the agreement, RWE has agreed to spend $900 million to acquire a 16 percent stake in a Louisiana liquified natural gas project . -The FCC is proposing to prohibit models equipped with certain capabilities, like thermal imaging, LiDAR sensing and aerosol dispensing. Any new ban would not affect drones already in the hands of buyers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Allen covers a judge lifting the Pentagon’s wind freeze, RWE’s $1.22B US offshore exit, and TotalEnergies buying Shell’s European renewables. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday everyone. You know … there is an old saying. When one door closes … another one opens. Well this week in wind energy … a whole lot of doors were swinging. Let us start in Washington. For months … the Pentagon had quietly stopped reviewing wind energy project applications. More than a hundred and fifty onshore wind projects … stuck in limbo. The Defense Department claimed that drones in Ukraine had changed the game. Wind turbines … they said … could blind radar to incoming threats. So they hit the brakes. But on Thursday … a federal judge said … not so fast. Judge Karin Immergut … a Trump appointee no less … issued a preliminary injunction. Resume the reviews … she ordered. Follow the law Congress wrote. The law gives the Pentagon seventy-five days for a preliminary review. As of late July … not a single one had been completed since the halt began in May. When government lawyers were asked to name one project they had reviewed … they could not name a single one. The judge told them plainly. If you want to change the rules … go ask Congress. Now … while one arm of the government was being told to do its job … another arm was writing checks. German energy giant RWE … handed back its American offshore wind leases. New York. California. Louisiana. In return … the U.S. Department of the Interior cut RWE a check for one-point-two-two billion dollars. RWE is the fifth developer to walk away from American offshore wind under this administration. The company had spent more than a billion dollars on those leases. Years of planning. Investment. Partnership with federal agencies. But RWE said there is simply no path forward to permit these projects … for the foreseeable future. So where does the $1.22B go? Nine hundred million dollars into Louisiana LNG. Three hundred million into natural gas turbine reservations. Fifteen gas peaking projects across the country. A company that came to America to build wind farms … is now building gas plants instead. But here is the thing about RWE. They are not leaving the wind business. They are leaving American offshore wind. Globally … RWE operates eighteen offshore wind farms. Four more under construction. And nearly seven gigawatts secured in the United Kingdom’s latest auction. America said no. The rest of the world said … come on in. And speaking of Europe … TotalEnergies … the French oil major … just bought Shell’s entire onshore renewables business in Europe. Four gigawatts of solar and wind. Five hundred megawatts already running or under construction in Italy and the Netherlands. Three-and-a-half gigawatts more in the pipeline across Italy … the United Kingdom … and Spain. And in the same breath … TotalEnergies sold a fifty percent stake in a one-point-two gigawatt European portfolio to KKR … for an enterprise value of one-point-eight billion euros. Build it. Sell half. Keep operating it. That is the model. Now let us fly east … to India. GE Vernova just landed a hundred-and-sixty-three megawatt wind order from American developer Enfinity Global. Forty-three turbines. Three-point-eight megawatts each. Headed for the Fatehgarh wind farm in Rajasthan. Deliveries start late this year. And those turbines will be built at GE Vernova’s factory in Pune … which can turn out fifteen hundred megawatts a year. India is pushing for five hundred gigawatts of renewable energy. Meanwhile … up in Denmark … a Danish wind tower maker named Welcon is raising its voice. Swedish utility Vattenfall just won two offshore wind tenders in Denmark. But when asked whether they would use European-made turbines … Vattenfall would not say. Welcon’s chief executive Jens Risvig Pedersen said … and I quote … “It would be completely absurd not to buy European products for the two new Danish offshore wind farms. That would simply shut down the European industry.” The Danish trade union Dansk Metal agreed. Chinese turbines … they said … should not be financed with Danish taxpayer money. Vattenfall says it has not decided yet. But the debate is on. And finally … a milestone that happened so quietly … nobody noticed. The world just crossed three terawatts of installed solar power. It took ten years to build the first terawatt. Less than three years for the second. And not even two more years for the third. Seventy-four countries now have at least one gigawatt of solar installed. That is up from forty-two in twenty-twenty. BloombergNEF expects nine terawatts by twenty thirty-six. But here is the catch. Without batteries … solar hits a ceiling. Places like Australia and California already have so much solar that electricity prices go negative during the day. You heard that right. They pay people to use power. The answer is battery storage. But batteries are not able to keep up with the pace of solar. Now … if you step back from all of this … something interesting emerges. Nobody in these stories is arguing about whether wind works. Not the judge in Oregon. Not RWE. Not even the Pentagon. The debate has moved on. The question is no longer … can you build a wind farm. The question is … who gets to decide where one goes. Think about that. A federal judge did not rule that wind turbines are safe or good or necessary. She ruled that the government cannot ignore its own laws. The science was not on trial. The process was. RWE did not surrender its leases because offshore wind failed. It surrendered them because one government made permitting impossible … while eighteen other wind farms in its global portfolio kept spinning. And TotalEnergies did not buy four gigawatts of European renewables out of charity. It bought them because Shell … an oil company … decided those assets no longer fit its strategy. One oil major’s exit is another’s entrance. The assets did not lose value. They changed hands. That is the story underneath all these headlines. Wind energy has crossed a threshold that most industries never reach. It is no longer competing on technology. It is competing on governance. The turbines work. The economics work. The engineering works. What varies … country by country … is whether the rules of the road are clear enough for capital to show up. And capital … as we saw this week … will always find the door that is open. That is the state of the wind industry for the 10th of August … twenty twenty-six. Join us for the Uptime Wind Energy podcast tomorrow.

Heute hat der Nationale Sicherheitsrat nach dem Vorfall mit einer Drohne am Flughafen Leipzig getagt. Was kam dabei heraus und was kann das Gremium ausrichten? RWE hat in den USA einen Deal geschlossen: heraus aus der Offshore-Windkraft, hinein in die fossile Gasproduktion, weil der US-Präsident das so fordert. Was steckt dahinter? Und Nato-Mitglied Türkei hat heute mit Pakistan und Saudi-Arabien ein Verteidigungsbündnis geschlossen. Moderation: Julia Barth Von WDR 5.

Kanzler Merz beruft Sicherheitsrat zu Gefahr durch Drohnen ein. Straßenbahnen in Bonn sind teils kaputter als gedacht. RWE stoppt US-Windparkprojekte. Von Caro Köhler.

Der Rheinpegel fällt auf historische Tiefstände. Für die Unternehmen bedeutet das hohe Einbußen. Was das für Covestro bedeutet, erklärt der CPO Ferdinand Rammrath. Außerdem: Die deutschen Profiteure vom Boom der Rechenzentren in den USA.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über die anhaltende Chip-Krise, eine prickelnde Überraschung von Coca-Cola und Hammer-Zahlen von Seagate. Außerdem geht es um Corning, Amkor Technology, Carrier Global, Hubbell, Micron Technology, Arm Holdings, Marvell Technology, Meta Platforms, Nvidia, Goldman Sachs, Bloom Energy, Coca-Cola, Visa, Mondelez International, AIXTRON, SMA Solar Technology, Siltronic, Infineon, SAP, Nemetschek, TeamViewer, Bechtle, Mercedes-Benz, Daimler Truck, RWE, Ford, SK Hynix, Microsoft, Lam Research, Applied Materials, Nikon, Canon, Lasertec, IMAX, iShares Core MSCI World ETF (WKN: A0RPWH), Xtrackers S&P 500 Equal Weight ETF 1C (WKN: A1106A). Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket für den „Alles Auf Aktien Summit“ – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über liederliche Märkte, ein mattes Lebenszeichen von LVMH und einen Rekord bei der Odysseus-Aktie. Außerdem geht es um AMD, SanDisk, ASML, Lam Research, Nvidia, SAP, Atoss, Nemetschek, Ionos, Teamviewer, Infineon, BE Semiconductor, Hochtief, Lufthansa, Air France, BP, Eni, Eon, RWE, Vodafone, Zalando, Scout24, Ubisoft, IMAX, CXMT, Tencent, Samsung, SK Hynix, Micron, SpaceX, KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (WKN: A3CU6C), Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498), Xtrackers Harvest CSI300 UCITS ETF 1D (WKN: DBX0NK), iShares MSCI China A UCITS ETF (WKN: A12DPT), HSBC Hang Seng TECH UCITS ETF (WKN: A2QHV0), Vanguard EUR Corporate Bond ETF (WKN: A143JK), PIMCO EM Advantage Local Bond ETF (WKN: A1W95H), Global X SuperDividend ETF (WKN: A3DEKS), IncomeShares Gold+Yield ETF (WKN: A4AH1M) und IncomeShares Silver+Yield ETF (WKN: A4AN02). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Rosemary previews Pardalote’s new hands-on blade repair course. EverWind’s Ocean Lake, Canada’s largest wind project, will feed a green hydrogen and ammonia plant in Nova Scotia rather than the grid. Plus BP’s exit from an offshore project in Japan, and the wake-effect lawsuit pitting SSE, Equinor, and Vårgrønn against RWE’s Dogger Bank South. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now your hosts Allen Hall 2025: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Matthew Stead, Yolanda Padron, and Rosemary Barnes is back this week.  Rosemary, you’ve been to a number of training courses over the last couple of weeks. The first off was GWO. What was your experience at GWO training?  Rosemary1: It was the fourth or maybe even fifth time that I’ve done it. Um, I did it a few times in Denmark and then, uh, this is the second time doing it in Australia. also, this was my first time doing first aid in Australia. Last time they did GWO here, but my first aid was still valid from Europe, so I, I didn’t redo it. And it’s like so much about [00:01:00] snakes and spiders and jellyfish But a good, good rule of thumb, not 100% accurate, but good rule of thumb, if it is something from the ocean that stung you, then you put something warm on it, and if it’s something from the land that stung or bit you, then something cold on it, Allen Hall 2025: well, how often do you usually take GWO training? Rosemary1: You gotta do it every two years to be valid. I don’t do it every two years because, um, if you do it every two years, like within two years, then you can do the refresher course. So that’s three days instead of four However, um, because I don’t climb constantly, like often it will be six months or more in between climbs, I’ll just do it before I know that I’ve got a climb. all the other people except for one were technicians who, you know, have been working for a while. So they’re also doing the full course, not the refresher. So they get a little bit more practice than I do. But, um, it’s just not often enough. Y-you know, like every time I go it’s like I, I really feel the need to have the refresher, um, because I’m just not fully on top of it. ‘Cause it’s [00:02:00] not just that you need to know what to do. You need to be able to… Like if you need to use it, you’re gonna be freaking out, you know? This is the worst thing that’s probably ever happened in your life, and now you’ve gotta remember all your training. It’s like you want it to be actually second nature to some extent. So yeah, first day is manual handling, which is v- you know, very– That one’s very easy and I would be happy to never do that again. Like I will always remember that. Um, then you got fire, um, fire safety awareness, and that one’s just fun ’cause you just get to, um, light fires and put stuff out then first aid, which I definitely always want a refresher on. The CPR dummies at this place, they had lights, um, and it lit up green if you were doing it right, and I haven’t used a dummy that was so advanced before, so that was quite good. I realized I wasn’t pressing hard enough. and then yeah, last two days is working at heights training, which is the most intense ’cause you got your harness on all day and, um, you know, climbing up and down and rescuing people. this was Rite Training in Goulburn, and, um, the [00:03:00] instructor’s name was Claire. highly recommend doing that one. Allen Hall 2025: Is that a general requirement in Australia that you have GWO before you can climb? Rosemary1: Like, yeah, they will sometimes, um, let you climb if you are babysat by people. I would not recommend other engineers, like if you’ve never climbed a wind turbine before, like I would really not recommend that you just go up with a team and haven’t done the training because you do need to be able to use a ladder safely and, um, you can, y- you can easily, like even inside the nacelle, you could easily hurt yourself really badly if you’re used to working in an office, uh, you’re upping your danger level by, you know, like many, many, many times by going up a turbine and it’s just something that you gotta take seriously. Allen Hall 2025: How busy are the courses in Australia? Are a lot of technicians trying to get in and get trained?  Rosemary1: No, it’s people that have a job that are getting trained. But there were heaps of techs in this course. There were maybe eight or so, which is also part of the reason why it took a really long time. Allen Hall 2025: So [00:04:00] this week, as we record, y- you’re presenting a blade repair course for engineers and technicians. a completely new area that you’re, uh, going into in terms of offering advice and expertise that it’s really hard to find on the planet. It’s probably a, a, a busy or, or requested course, I would imagine, in Australia, where you just don’t have access to a lot of the manufacturers. Rosemary2: it’s a, it’s a course for just for engineers or technical type people, um, but including hands-on stuff. So the way that I I forced this to come into being was just the last five years. I, um, you know, I started working a lot on wind turbine blade repairs and, um, people would ask me, you know, “Have these repairs been done right?” And the thing is that the only repairs that I had anything to do with when I was working at LM were weirdo ones, right? [00:05:00] Where the normal, like a technician couldn’t, couldn’t handle it. It was outside of, um, yeah, their, their standard, uh, kind of repairs that they can do for whatever reason. and now in the work that we do at Part Load, it’s primarily normal repairs, and I just didn’t know exactly what technicians know. You know, how do they, how do they know whether they can repair it or not? What do they know before they go up there? When are they calling the engineer? Um, all that sort of stuff, like the normal stuff. eventually it became less about me learning, ’cause like I said, I kind of picked up most of it. Um, but now I’ve got staff that I’m training up to be, uh, you know, composites engineers and to work with these kinds of issues. There’s a lot of repetitive tasks involved in what we do when we, like, assess the condition of a wind farm. A lot of what we do is look main- manually looking through photos and thing- if things are classified right or not. I [00:06:00] Found this guy from Direct Wind Services, Jurij Eska. He’s a blade engineer. He’s worked in Europe and then come back to Australia, so a little bit like me. And, um, I just worked with him on a few projects and I’m like, “Oh, okay. Well, this guy, uh, he really gets it.” And I asked him, “How do you, how do you train your technicians? What course do they do? Maybe I can do that course.” And he said, “Oh, we train them ourselves.” And so then I asked him to put this course together. So where we started off the course yesterday, that was, um, uh, an indoor session where I was talking through how are blades designed, uh, certified, tested, manufactured, um, what kinds of manufacturing defects can you see and what do they do about them in the factory? ‘Cause you know that they’re doing a lot of repairs in the factory already before you ever see a, a brand new blade. and then the next three days we’re going to be working on, um, yeah, grinding and [00:07:00] infusions and a bit of a, a bit of theory about, um, composite repairs.  Allen Hall 2025: What do you feel like are those key skill sets that engineers should know how to do, maybe not as well as a, a professional technician that does it a lot, but at least at a beginner’s level should be able to complete them before they start repairing blades on their own and giving advice about how to repair blades? What, what are those key items? Rosemary2: part of it is that I want them to be able to understand what is a bad damage and what’s not a bad damage cause you look a lot at images from the outside, but it’s really about what’s on the inside and how deep it goes is the real thing. So, um, it’ll be about learning, you know, developing some judgment about, um, how bad it can be and how bad it can look on the outside. We’re not gonna be looking at so many real damages ’cause like obviously we’re just dealing with pieces that are in the, um, in the, uh, workshop and Yuri has [00:08:00] made some samples for us, um, purposely made them badly so that we’ve got some, you know, damage to find. Allen Hall 2025: Are you addressing carbon fiber at all? Rosemary2: Uh, I actually haven’t asked about that. I don’t think so. Carbon fiber is, um, is a real pain to work with because it’s conductive. Like, even grinding it makes a bit of a hazardous work environment. We did talk a little bit about the different materials yesterday and, um, about pultrusions. And actually, it turns out Yuri used to work somewhere where they, uh, manufactured pultrusions, and I had always, I was always under the impression that a pultrusion is, you know, like, perfectly s- perfectly straight. That’s the point. And he’s like, “No way.” No way. There’s waviness in the pultrusions  Allen Hall 2025: And on March 3rd through 5th at WOMA 2027, Rosie, you’re gonna give part of this course as part of WOMA, right? Rosemary2: Little, little mini course. We’ll have to decide what, what makes sense to include, ’cause it was… Yeah, I went through really a, a fair [00:09:00]bit about blades yesterday, you know, like why they are shaped the way that they are. So we had to talk about aerodynamics and, um, why they’re made of composite. So we had to talk about, you know, like composite materials, like how, how they, how they work So I don’t know if, uh, people wanna write in comments that m- we should, we should do some sort of, um, poll beforehand to see what are the topics that are most interesting to people, ’cause I think we’ll have a half day, right? So we’ll need to be, we’ll need to be focused. Allen Hall 2025: the description of repairs and what repairs should look like could be tremendously valuable. Everybody who has seen a repair always wonders, “Was that repair done right?” And s- and if you can have some general tools to know, like, “Uh, maybe there’s something not quite right here,” or, “That looks like a solid repair,” that would be a tremendous help to the industry, p- particularly for asset managers Rosemary2: Yeah. And you know what I think is even more useful than being able to pick out when it’s wrong is to be able to know when it’s right. You can– Y-you know, like it is so– [00:10:00] It’s such a relief. Like it takes such a mental load off you when you’re just like, “Yeah, that’s all, that’s all good. That’s normal. Okay, I know that that– I knew that that would happen, so this is not a surprise.” ‘ know, once you know you can make that judgment, you can do it very quickly and focus your attention where it should be, so you don’t need to stress for an hour over every repair. You’re just like, “Yeah. Good, good, good, good, good.” And then, “Mm, please explain why you have chosen to not, not repair this, but just put a Band-Aid over it.” that’s the goal of this training is to get everybody, y-you know, technical people, not people who wanna ever be a blade repair technician. They’ve got their own training that covers what they need to know. But this one is just, yeah, getting people like asset managers or my employees to learn what they need to know about composites, given that they have already got a strong engineering education. So, um, you know, they know a lot of the stuff, but just need to know the composite-specific stuff and wind turbine blade-specific stuff I will run this course again, by the [00:11:00] way, ’cause there was a lot of people who wanted to do it I couldn’t fit in. So it’ll happen at least once. I’ll keep on running it until everybody that wants to do it has, has done it. But, um, yeah, feel free to get in touch  Allen Hall 2025: So if you wanna attend Rosie’s short blade course at WOMA 2027, just visit woma2027.com and register today ​ Allen Hall 2025: [00:12:00] Well, over in Canada, they just approved a, really a wind farm big enough to power a small city, and almost none of the electricity is going to the grid, which is a very interesting aspect to some of the things that are happening in Canada at the minute. So up in Nova Scotia, uh, they’ve conditionally approved the Ocean Lake Wind Project. This’d be the largest wind farm in the province’s history. Up to 158 turbines will rise, uh, generating as much as 1.2 gigawatts of power. But this power is not headed to households in Canada. Nearly all of it will be feeding Everwind Fuels’ green hydrogen and ammonia plant at Point Tupper, where clean electrons will become a fuel that can be shipped across the ocean to Europe. And Matthew, there’s been a lot of [00:13:00] projects like this in Europe that have stopped more recently, particularly in northern Europe and up in Scandinavia, uh, on the hydrogen side. Or at least they’ve slowed them down. Canada seems to be going into that breach maybe to fill that void. And is there a marketplace for this to occur up in Canada?  Matthew Stead: Yeah, I think it’s very interesting. Um, you know, like you say, a number of canceled projects, and in Australia there’s been numerous canceled projects. So I like, um, the analogy or use of the term hopium rather than hydrogen, um, where, um, everyone’s hoping hydrogen will be the answer. Um, although, you know, what I, what I’ve read and understood is that, um, you know, the commercials just don’t really stack up and, um, yeah. So in terms of South Australia anyway, um, there was some major, um, hydrogen, uh, development planned with, um, you know, it, it never stacked up. So, you know, it sounds like a great [00:14:00] idea, um, but I’m not sure that the commercials will ever stack up unless you’ve got that guaranteed offtake for the, for the ammonium Allen Hall 2025: Yolanda, what kind of uphill battle is this to get this wind farm up and running knowing that it’s one customer and that commercial market is a little shaky at the minute? Yolanda Padron: what we saw, they have a lot of ca- caveats, right? So they’ve, they need to secure the customers before they start building and before they do anything, um, behind the meter. But it’s, I mean, it’s, it’s a pretty big wind farm, and it’s pretty far up north. But I mean, we, we talked to someone in, in northern US today who was having icing issues. So I mean, of course we know Canada is no, no stranger to that, if they do make it work, I think it’d be really, really exciting to, to have sort of one technology power another, um, instead of just what we’ve been hearing a lot of the potential data centers and, and just wind po- [00:15:00] powering data centers. Matthew Stead: Why not data centers? You know, seriously, like you said, Yolanda. why not go something that does have commercial demand? Yolanda Padron: we’ve talked a lot about the potential of da- data centers, right? And we’ve talked a lot about people wanting to do them. Um, but there’s also a lot of talk of potentially doing data centers up in space and a lot of talk of maybe what if we do it offshore or, you know. And so I think there’s a lot of what ifs with data centers. Of course, there’s a lot of what if with this, but just from a technology standpoint, I think this is really intriguing to have something that’s, that’s a little bit even more out there than what we’ve heard so far Allen Hall 2025: Is it a build it and they will come type of s- situation here that hydrogen and ammonia may be the, the first offtake, but realistically, if that doesn’t work out, they can still connect to the grid and feed Canada, feed the Northeast of the United States or something else Matthew Stead: Also, um, like Japan has [00:16:00] also expressed strong demand for, um, ammonia, and so, you know, they- they’re on the East Coast, aren’t they? So, you know, shipping it from East Coast to Japan is not gonna be so, so easy. I stick by what I said before. It’s hopium. it’s not a plan Allen Hall 2025: I just saw an article today talking about Airbus continuing on with a hydrogen aircraft, and I think they were gonna work with a Japanese firm to work on that together. Six months ago I thought that died, but maybe it’s still in the offering. Maybe there’s an offtake for hydrogen. B- besides the, you know, replacement for some of the, uh, more unpleasant gases that are used in steel production and in some other industry things, maybe part of this is airplane fuel. Which ammonia is one of those offerings also, right? The, there’s been a number of efforts to turn ammonia fuel into essentially jet fuel. They configure the engines to burn ammonia, which is a possibility. It does seem remote though, [00:17:00] honestly. There doesn’t seem to be a huge pull for hydrogen, and there’s not a, a major market for ammonia at at least at the moment. So I don’t know. It, it’s… When you’re talking about gigawatts of capacity you’re gonna build, you, you hopefully have an offtake  for it  Yolanda Padron: if they designed it for it being not connected to the grid, right, it just is kind of like a behind the meter thing, and then could they later retrofit it into there? Like, how would all that permitting and everything  Allen Hall 2025: I–  well, that’s a great question. I– There are a number of, uh, connections between the United States and Canada at the moment. guess is that when they place this wind farm, they have that alternate route lined up, just like any wind farm in here in the States, that you’ll find them real close to high-voltage transmission lines. Generally, those are the easy ones because transmission lines cost money and take time for permitting. I’m not sure Canada has those kind of restrictions, right? But Nova Scotia is not the easiest place in the world to do heavy construction work, just the [00:18:00] nature of Nova Scotia. It will be fascinating to see how they progress with this, but it’s something to keep an eye on because a lot of other projects like this have slowed down Matthew Stead: Do you remember when some of the OEMs were talking about, um, putting electrolyzers on their offshore wind turbines? So the, the theory, the theory was you’ve got offshore wind turbine, you don’t connect it to the grid standalone, um, and you generate hydrogen or, uh, possibly ammonia on the actual wind turbine. And then every now and then you just decant it, you know, drive up with a boat, you know, plug in the hose, and then suck out the hydrogen or ammonia. So, um, yeah, once again, all of those have gone quiet, haven’t  they?  Allen Hall 2025: speaking of Japan, a global oil giant is walking away from the Japanese offshore wind project, uh, but the project’s not dying. BP has told its Japanese partners it intends to withdraw from a wind farm planned off Yamagata Prefecture, uh, apparently worried about [00:19:00] profitability. The 450-megawatt project sits, uh, just off the coast, and it is led by trading house Marubeni, which says it will press ahead without BP. Kansai Electric and Tokyo Gas remain on board also. So BP’s exit follows really a, a brutal year for Japan, where Mitsubishi has, and some others, have pulled out of, uh, at least three projects so far, uh, over rising construction costs, and I think a lot of that’s tied to inflation. Uh, the ambition’s still there for, uh, for a number of companies, but it’s just getting harder and harder to do projects in Japan. Is this just the nature of the economy in Japan at the moment, or is this more about Japanese policy on the offtake,  Matthew Stead: I, I’m not really deep into the details but, you know, it just appears to me like a blip. I mean, there, I think there’s a lot of commitment in Japan to, you know, carry [00:20:00] out their offshore developments and I, I think this is probably more just a blip, um, and a little, you know, internal corporate, you know, argument rather than a sustained issue on offtake agreements and so forth Allen Hall 2025: Well, Yolanda, how hard is it to keep partners on a wind development in general? Are there a lot of moving pieces there until the turbines hit the water or hit the  earth?  there’s  Yolanda Padron: I think a lot of moving pieces, but not, uh, I haven’t seen a lot of changes once it’s been publicly announced and everything’s, you know, everything’s been signed and everything. Um, I do think this is really interesting. I know we’ve talked a lot about, about having, about the idea of like sometimes people think wind’s really expensive, and the way that we’re gonna make wind work is just making it cheaper for everybody and just optimizing it as much as possible, um, and, and just being, having the turbines be as resilient as possible, right? And I think such a strong player just backing out maybe [00:21:00] will incentivize some of the people in Japan to sort of try to see how they can optimize it a little bit more. I’m really excited to see it. I don’t know. It’d be… I think it’d be a nice it  Allen Hall 2025: Isn’t the bonus to offshore wind the price stability? Although the price may be higher today than you may be happy to pay, the stability of that price is a huge leverage point when you compare it to things like oil and gas or natural gas, um, in particular, which are highly volatile, that for electricity, at least you have this fairly steady source at a fixed price that you can plan out 10 years, 20 years, 25 years, maybe even 30 years. And as batteries become more prevalent on the grid, that the math even gets better over the years. Isn’t that the bonus? And, and if [00:22:00] everybody can focus on the long-term effects to the economy is where all the action will be? Matthew Stead: Yeah, I mean, when I first, um, started looking into wind, you know, 10 plus years ago, I, I won- wondered why. Why would you build offshore with all that expense? And then, you know, it became clear to me just around the, um, you know, the diversity, you know, the, the fact that you might get more wind at times that you don’t get onshore wind, and the fact that it’s more consistent. Um, yeah, and, you know, so those… I- it’s really a trade-off, isn’t it? Between the capital costs and the, um, more reliable, more consistent, um, offshore wind. So I think, you know, I, I was convinced at the start, I thought it was crazy, but then obviously it’s, it’s a, it’s a… it makes sense Yolanda Padron: Yeah, I agree. And I think, uh, depending on where you’re having your offshore wind farm, you run into things that you maybe haven’t run into before, right? I know onshore we run into a lot of things in the [00:23:00]US and Australia that we, you know, the, the turbines just maybe weren’t designed for, or there wasn’t a lot of research being done because it was being done in Europe and, and the conditions are really different. Um, and just the same way, you know, the sea is different in different places. There’s different depths. There are diff- different things that you need to worry about. but yeah, I, I completely agree that there’s a lot more generation, um, offshore. It’s, it’s bigger turbines. Um, there can be bigger, larger costs. You know, if you need to do a blade replacement or something, it, it can get, again, really expensive really quickly. But, but it’s, it’s a trade-off for sure. Allen Hall 2025: We’re gonna take a quick break, but when we come back, we wanna talk about a place where wind is being fought over versus projects slowing down ​ [00:24:00] over in the UK, there’s a big fight about offshore wind, and not just about where wind turbines will be planted, but more about how they will affect other wind turbines. So RWE is defending the UK government’s approval of its three-gigawatt Dogger Bank South project, which won its consent order, uh, basically a month and a half ago. Uh, but the developers next door are taking that approval to court. Equinor, SSE, Vårgrön own the neighboring 3.6-gigawatt Dogger Bank wind farm, and they have filed for j-judicial review. Their argument is technical, but the price tag is not. They say wake effects, where one wind farm steals the wind from another due to turbulence, could cut their output and cost them between €500 million and [00:25:00] €669 million over the life of their project. That’s a lot of money, Matthew. A half a million euros is not something to ignore. It looks like this is headed to some judicial court or maybe arbitration. Wake effects, which are actually not that well understood from what I can tell at the moment, there’s a lot of discussion and argument about, uh, how real are they or, or what effect they can have on power output. Uh, there’s a lot of money at stake, and the location of some of these wind farms is pretty close to one  another  Matthew Stead: you know, we always, always talk about, you know, AEP loss and, you know, the, the challenge is actually measuring it. And, um, you know, I’ve heard different numbers, but, you know, plus or minus half a percent of AEP loss, um, appears to me from what– in discussions, you know, the, the limit of what you can actually ever measure on a good day. Um, I just wonder, I mean, while those numbers, you know, €500, um, [00:26:00] million is a, is a big number, um, but what is that as a percentage of the overall output of that, of that facility? Um, I, I don’t know the answer, but, you know, if, if it’s, you know, half a percent, I think you’d be struggling to, um, struggling to justify that, that wake effect loss. I mean, you know, going back to what you said, Allen, you know, there are wake effects of some sort, but it’s a question of how much. I mean, that-that’s why aircraft don’t take off, um, too closely, isn’t it? Because there’s wake effects. Um, so it’s definitely a given, definitely a given. Um, but, you know, how much of an impact it truly is. Um, and I mean, there’s always other variables, you know, variables in the weather, you know, wind patterns, da, da, da, da, da, da, da, and how much do this– does this actually compare to those other, other variables?  Allen Hall 2025: Yolanda, how would you even mitigate wake turbulence on an adjacent wind farm? Are there ways to do that today?  Yolanda Padron: I think the, the aerodynamics, Allen, would [00:27:00] be a lot more in your court than, than in mine. Matthew does have a really good point. I mean, what are we… With the UK wanting to ramp up offshore as much as they want to ramp up, right? They’re not going to just cancel a large project, and they need to… I mean, it’s not, uh, there’s a finite amount of space, right? So what, I mean, what, what are you, what are you gonna do? It’s like, it’s what, like, what happens in onshore where you, you really hope maybe that you don’t get a wind farm that’s really, really close by. Um, but you might also want to plan for it. I mean, I know of sites that have le- that lease a little bit of extra land so that way no one else can lease it, or that they can, they can use that to, to travel between turbines. Um, and it’s, I mean, it’s, it’s kind of… Isn’t it kind of just part of it, part of the trade? Allen Hall 2025: it has to be, right, at some point. [00:28:00] The question in my mind about all this is how much wake is there? Is it directly impacting the adjacent wind farm? Is there– are there things that can be done to minimize that wake turbulence? I think the answer is yes, but as wind turbine blade designers, I haven’t seen the same level of wake reduction that we have seen more recently in aerospace. It’s complicated to do some of these things on a wind turbine blade. You’re mass-producing. You’re making a blade a day or a blade in a day-and-a-half timeframe. Are you gonna design this really aerodynamic tip to go on to reduce the wake on a particular wind farm? Probably not, right? So it’s, it’s– is it worth doing that versus the, the cost it would be? So it’s gonna cost 500 million euros in loss to an adjacent wind farm. Do you put that 500 million into the design effort and the molds and [00:29:00]everything else to make these blades different? Uh, it’s a tight trade-off, right? It– from the engineering side. It may be better settled in the courts, honestly. Just it may be cheaper to do it that way. Matthew Stead: Uh, I, I was gonna go down a different avenue. I mean, obviously there’s always curtailment. There’s always curtailment due to grid congestion, et cetera, et cetera, et cetera, maintenance. I mean, if they, if they just– when wind is coming from a certain direction, they could just de-rate and, uh, just not absorb as much energy, um, out of the wind when the wind is coming from that sector. And so that would be a way of, um, not modifying the turbine, just de-rating it under a certain wind condition. I mean, the same thing occurs with noise curtailment all the time. Um, so there’s, there’s noise modes. There could be a, a wake loss mode. We should trademark that Allen Hall 2025: Well, you know who’s gonna make money out of this no matter what? The  lawyers.  ​ Allen Hall 2025: [00:30:00] Well, in this quarter’s PES Wind magazine, there are a number of great articles, and you can download the entire magazine and all those great articles at peswind.com. There’s a nice little article from Enerpac Tool Group, and if you’re not familiar with them, they make a, a number of tools that are handy in the wind industry. Uh, and, you know, routine torque checks is kind of a pain, right? And the problem with a lot of those checks is that you have to haul around a heavy hydraulic pump to do it. And so if you’ve ever been to a trade show and seen some of these [00:31:00] pumps, it is a pain. And if you h- have to move around, especially on a w- wind site a lot, you really don’t wanna have a heavy pump that maybe is made for something, uh, more robust. Uh, and you need something that’s portable. That’s what you really need, right? So the Enerpac Tool Group has really created this, uh, LU series they call. Which is a lightweight, portable, hydraulic pump, which is for intermittent work, which is what happens on most wind sites. It’s intermittent. Uh, so the product line director, Angie Wallace, uh, talks about this and says technician feedback has shaped this new tool, uh, from multiple carrying handles and an upward-facing gauge. And that is a big thumbs up from me. When you put the gauge on the side of the tool where you can’t see it, such a problem. It’s like they’ve never used it. Well, obviously, the Enerpac has been talking to technicians, and they put the gauge where the technician can actually see it. Uh, and it’s designed to go through towers and, and tight [00:32:00] spaces. Uh, so this is made specifically for offshore conditions. It’s ruggedized, and it’s a great tool. And a lot of times, Matthew, when you s- see the technicians about and some of the tools they carry, you’re like, man, that is not a good tool for this. That is, that is too much to be hauling around, particularly uptower. It’s nice that we can see some tools that are designed job Matthew Stead: I, I’m completely convinced. I, I don’t have much to say. Um, I mean, my, my day job is, um, you know, designing products and working out what products we’re going to, to work on, and, you know, the customer is the main voice you should listen to, um, at least in the first step. So always listen to the customer first, and I think from what you’ve described, customer first, and then develop the product to suit the application. Yeah, so yeah, I’m convinced  Allen Hall 2025: Yolanda, you’ve seen Interpack on sites, haven’t you? It does seem like I run across them once in a while at some of the US sites  Yolanda Padron: Every once [00:33:00] in a while. I do gotta say I love the idea of when, like, actual, like, boots on the ground people’s feedback is taken into consideration for, for anything really. And so this is, this just makes me really happy because I think a lot of times, like, as engineers, like, we love the idea of just, oh, I’m gonna do this really cool fancy thing, and then it’s just it- no one can use it, or a very specialized person has to be able to use it. And so actually doing, you know, modifying a product so that it, it makes sense for the people using it, and I know we’ve, we’ve all talked about it a lot internally and, and we continue to work towards making it easier and easier on, on the people actually installing the product. Like, this is, this is really exciting. Allen Hall 2025: So if you need a lightweight pump for tightening some bolts uptower, particularly if you’re offshore, take a look at this Enerpac line of LU lightweight series tools. It’s well worth it. And at that same time, you should check out PES Wind magazine. Just go to [00:34:00] peswind.com 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 directly to Rosemary, and don’t forget to subscribe so you never miss an episode. for yolonda, Matthew, and Rosemary, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.  ​

Bloomberg reported that Google and RWE backed German nuclear startup Proxima Fusion at a €2.4 billion valuation. The participation links a hyperscale energy buyer and a major utility to a fusion developer operating in Europe's core power market. Google is pursuing around the clock carbon free power for data centers by 2030, and RWE is expanding firm low carbon capacity as demand rises. Strategic involvement can bring capital, operational expertise, and potential offtake structures that support demonstration and early commercial units. European policy and market design will influence permitting, grid access, and revenue certainty for first plants. Founders and operators should watch for details on demonstration timelines, siting, offtake rights, and financing structures tied to the investment.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for the European solar and energy storage sectors.  In this episode, we bring you highlights from the hour-long conversation, featuring two distinguished industry leaders: Fredrik Andrén Sandberg from RWE and Hanna Kunzmann from EQT. Between them, their organisations oversee more than 10 GW of battery storage projects either in operation or under development, offering a unique perspective on the realities of financing and scaling storage assets.  The discussion addressed one of the most important questions facing the energy transition today: the bankability of battery storage investments. As battery deployment accelerates across Europe and beyond, investors, developers, and policymakers are increasingly focused on understanding the risks and opportunities that will determine the sector's long-term attractiveness.  The conversation examines battery bankability through four interconnected dimensions. First, technology risk: are batteries still exposed to meaningful technological uncertainty, or have the key challenges shifted towards commercial execution? Second, commercial risk: how should investors evaluate revenue models, merchant exposure, and the growing role of hybridisation strategies? Third, regulatory risk: what policy and market-design uncertainties could affect future returns, from evolving capacity mechanisms to unexpected rule changes? Finally, digital risk: how critical are cybersecurity, battery management systems (BMS), and energy management systems (EMS) in safeguarding performance and protecting asset value over the long term?  The session attracted a packed audience in Brussels and has since been widely praised for the quality, depth, and practical insights of the discussion. Whether you are an investor, developer, policymaker, or simply interested in the future of energy storage, this episode offers a valuable window into how some of the industry's leading players assess risk and opportunity in one of the fastest-growing sectors of the energy transition.

Allen covers Invenergy returning four offshore wind leases for $765 million, a Block Island study finding turbines became reefs, RES’s Smart Pilot drone inspections, RWE’s three new French wind farms, and a $12 billion Japan-UK floating wind compact. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday everyone. There is a deal being made in Washington today … and the ocean is watching. Invenergy, the largest privately held power developer in North America, has agreed to hand back four offshore wind leases to the federal government. The price tag … seven hundred sixty-five million dollars. Those leases covered waters off New York, the Gulf of Maine, and Morro Bay off central California. One of those projects … Leading Light Wind … a two-point-four gigawatt development in the New York Bight … had already been canceled last November due to economic and regulatory pressure. The remaining three lease areas represented another four-point-eight gigawatts of potential capacity. All of it … gone. In exchange, Invenergy will redirect that capital into natural gas plants in Indiana, Wisconsin, Iowa, Kansas, and Missouri … and into geothermal projects across the Western United States. This is now the eighth offshore wind lease the Trump administration has bought out. Total cost to the federal government across all eight deals … more than two-point-five billion dollars. Seven state attorneys general are already suing over an earlier buyout with another developer, arguing the administration lacks legal authority to use federal funds this way. Invenergy is already pivoting toward geothermal. Just last week, the company acquired a five thousand-acre geothermal parcel in New Mexico through a federal lease sale. That brings its total federal geothermal footprint to forty-five parcels … one hundred forty-four thousand acres … across five western states. While Invenergy’s offshore leases are being canceled … the ocean beneath those kinds of projects may be quietly thriving. Scientists have spent seven years studying the Block Island Wind Farm off the coast of Rhode Island … America’s first offshore wind installation. They tracked nearly a million marine animals across seventy-one species. What they expected to find was damage. What they found instead … was astounding. Black sea bass abandoned their old wandering patterns and began clustering around the turbine foundations to feed. Blue mussels colonized the steel pylons. Macroalgae spread across the submerged surfaces. Cod, lobster, and reef fish moved into the rock piled around the bases. The turbines became reefs. Accidental … but unmistakable. Researchers at the University of St. Andrews strapped GPS trackers to harbor seals expecting them to flee offshore wind farms. Instead … the seals swam straight lines through the turbine rows … stopping to forage at each foundation … like a delivery driver working a route. One seal traced the turbine layout so precisely that researchers said you could have mapped every foundation from that single animal’s trail alone. Researchers are finding a sobering conclusion: whether a turbine helps the ocean or hurts it depends almost entirely on how old it is … and where it stands. New foundations going in … disruptive. Old foundations with fifteen years of growth on them … something closer to a reef. The science is finally precise enough to say which is which. The seals figured it out years ago. They just went where the food was … in very straight lines. Meanwhile, on dry land … RES, the global renewable energy company, has launched a new tool called Smart Pilot that automates wind turbine blade inspections using drones. RES says it will take twenty-five percent less time. And it runs on standard DJI consumer drone hardware … no proprietary equipment required. RES currently supports approximately forty-five gigawatts of installed renewable capacity worldwide. And over in France … RWE has officially opened three new wind farms in northern France. Combined capacity: sixty-eight-point-eight megawatts. Together, they will power approximately thirty-eight thousand French households with electricity from the wind. The projects took a decade from development to inauguration. The turbines are spinning now. And over in the UK, Japan and the United Kingdom have signed an Offshore Wind Compact committing Japan to facilitate up to nine billion British pounds … roughly twelve billion dollars … in investment for five-point-nine gigawatts of floating offshore wind in British waters. Three projects underpin the deal. Ossian … three-point-six gigawatts … Green Volt … five hundred sixty megawatts … and Erebus … a one hundred megawatt demonstration project planned for the Celtic Sea. The United Kingdom called it a long-term structural measure. Not a reaction to the moment. But a bet on the future. There are many roadblocks ahead for offshore and onshore wind. That is clear. Invenergy turning over their offshore leases feels more like financial leveraging than an internal philosophy shift. At some point in the relatively near future Invenergy can probably buy back those leases at a fraction of the cost. Because wind energy — along with solar energy — is only getting cheaper. And economics eventually wins. And the worry about sea life due to offshore turbines — that worry seems misplaced. And that’s the state of the wind industry for the 22nd of June 2026. Join us tomorrow for the Uptime Wind Energy Podcast.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Angst der Börsenbosse, Snaps möglichen 2200-Dollar-Brillenflop und die Eskalation der Übernahmeschlacht um Deutschlands zweitgrößte Bank. Außerdem geht es um SpaceX, Amazon, Microsoft, Mercedes-Benz Group, Porsche AG, Volkswagen, GEA Group, Deutsche Bank, SFC Energy, Moderna, Yum Brands, Cboe Global Markets, Miami International Holdings, CME Group, Nasdaq, Hyperliquid Strategies, Meta Platforms, Alphabet, Warby Parker, Apple, UniCredit, Goldman Sachs, Infineon, ASML, Siemens, Rolls-Royce, Enel, Schneider Electric, ABB, Iberdrola, Siemens Energy, ASM International, Prysmian, BE Semiconductor Industries, VAT Group, Aixtron, Soitec, SÜSS MicroTec, Siltronic, Legrand, Nexans, NKT, Engie, National Grid, RWE, E.on, SSE, Terna, Elia. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über das SpaceX-Wunder, Nvidias billigen Finanztrick und die überkaufteste Aktie der US-Börsengeschichte. Außerdem geht es um Western Digital, Morgan Stanley, SanDisk, Fox, Roku, Salesforce, Rheinmetall, Hensoldt, Leonardo, Deutsche Telekom, RWE, E.on, AT&S, AMD, Commerzbank, UniCredit, ExxonMobil, Chevron, Shell, BP, Cheniere, Redcare Pharmacy, Jefferies, DocMorris, Amazon. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

External control arms are becoming increasingly important in drug development, but creating valid comparisons requires more than matching patient populations. In this episode, I speak with Ben Ackerman, Director of Real-World Biostatistics at GSK, about one of the most overlooked challenges in external control arm studies: endpoint bias. We discuss why differences in how outcomes are measured can influence study results, what researchers should consider when designing studies, and how the field is evolving to address these challenges. If you work with real-world evidence, causal inference, or innovative clinical trial designs, this episode offers valuable insights into improving the credibility and transparency of external control arm analyses.

Allen covers GE Vernova ordered to stay on Vineyard Wind, TotalEnergies filing for France’s largest renewable project, Spain’s repowering grants, and Dajin’s Hong Kong stock debut. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday. Wind energy made news this week from Boston courtrooms… to the coast of Normandy … to the stock exchange floors of Hong Kong. Let us start in Massachusetts. A Boston judge has once again told GE VERNOVA it cannot walk away from VINEYARD WIND. To understand why GE VERNOVA wants out… you have to look at the money. VINEYARD WIND owes GE VERNOVA three hundred and sixty million dollars on a one-point-two-billion-dollar turbine supply contract. VINEYARD WIND is withholding that payment. GE VERNOVA says it has the contractual right to walk when it is not paid. In February, they sent VINEYARD WIND a termination notice. VINEYARD WIND sued. In April, Judge PETER KRUPP issued an injunction ordering GE to stay. GE VERNOVA came back and asked the judge to reconsider. Vernova pointed to statements from state officials and VINEYARD WIND’s own parent company describing the eight-hundred-and-six-megawatt project as essentially complete. If the project is done, GE argued, there is no harm in letting us leave. Judge KRUPP did not buy it. Here is why this matters so much to the Commonwealth of Massachusetts. VINEYARD WIND is the largest offshore wind project in New England. It is owned jointly by Spain’s IBERDROLA and Denmark’s COPENHAGEN INFRASTRUCTURE PARTNERS. It began initial operations just this past February… after the developer won a separate court fight to keep federal construction permits intact. Sixty-two turbines. A four-point-five-billion-dollar investment. The anchor project for offshore wind in the entire region. The judge found that GE VERNOVA’s proprietary expertise is still needed to bring those turbines to full operational capacity. Pull GE’s more than two hundred employees and subcontractors off the job… and the project’s financing structure could collapse. Massachusetts Governor MAURA HEALEY has weighed in publicly. The state has too much riding on this project to let it unravel in court. GE VERNOVA still has its appeal of the April injunction pending. But for now… the turbines keep turning. Now let us cross the Atlantic. Off the coast of Normandy, France… TOTALENERGIES has filed for government authorization of a massive offshore wind farm called CENTRE MANCHE ENERGIES. This will be France’s largest renewable energy project… ever. One-point-five gigawatts of offshore wind. Located more than forty kilometers off the Normandy coast. Four-point-five billion euros in investment. Up to twenty-five hundred construction jobs over three years. Once running, the wind farm will generate roughly six terawatt-hours of clean electricity per year… enough to power more than one million French homes. TOTALENERGIES was awarded this project by the French government eight months ago. Filing for authorization is the next milestone on the path to construction. Meanwhile… across the Pyrenees in Spain… The Spanish government has awarded grants for eighty wind repowering projects totaling two-point-four gigawatts of capacity. With Nearly four hundred and sixty million euros in subsidies. The goal: replace older turbines with more efficient technology by twenty-thirty. The names on the award list read like a who’s who of European wind energy. IBERDROLA… STATKRAFT… EDP… ENEL GREEN POWER… NATURGY… RWE … and others. IBERDROLA alone picked up four hundred megawatts of new capacity. And this repowering wave is not just replacing old machines. Some projects are swapping out turbines that were once the industry standard… one-point-five and two-megawatt machines… for the far more powerful equipment available today. The industry is not just building forward. It is rebuilding smarter. And finally… a story from the other side of the world. A Chinese manufacturer of offshore wind foundations and towers called DAJIN HEAVY INDUSTRY made its debut on the Hong Kong Stock Exchange this past Friday. The share sale raised up to eight hundred and forty-seven million dollars. DAJIN claims a notable distinction: it says it ranked as Europe’s largest offshore wind foundation supplier by monopile sales value in the first half of twenty twenty-five. The company plans to use more than half the proceeds to expand its deep-sea wind power services… and one-fifth to build an assembly facility in Europe. As we know wind energy is continues to push forward. On every front. And that is the state of the wind industry for the eighth of June, twenty twenty-six. Join us for the Uptime Wind Energy Podcast.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das jähe Ende einer Gewinn-Serie, den Dax-Aufstieg von Hochtief und wie Ihr steuerschonend Euer Depot weitergeben könnt. Außerdem geht es um OHB, SpaceX, Broadcom, CrowdStrike, SAP, Nemetschek, Atoss, Partners Group, Blue Owl, Apollo, Ares, EQT, Blackstone, KKR, RWE, E.on, Porsche Holding SE, Elmos Semiconductor, Siltronic, Süss Microtec SE, Saudi Aramco, OpenAI, Anthropic, Alphabet, Meta, Amazon, Tesla, Nvidia, Boeing, Jefferies, Partners Group Global Value (WKN: A2N9U7), Invesco Solar Energy ETF (WKN: A2QQ9R). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ørsted closes its European offshore sale to CIP and weighs a $1 billion exit from the US market. Plus MingYang commissions a 20 MW offshore turbine, and ZF’s plain bearings log 36 GW with no measurable wear. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! [00:00:00] The Uptime Wind Energy podcast, brought to you by StrikeTape, protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host for today, Allen Hall, along with Matthew Stead, Rosemary Barnes, and Yolanda Padron. If you’re going to be in Houston for Clean Power 2026, mark Wednesday, June 3rd on your calendar. The Australian American Chamber of Commerce, Texas is hosting an invitation-only panel and networking reception with cocktails from 6:00 to 8:00 PM at the Houston Club, and I’ll be moderating. We’re bringing together Australian and US wind energy experts to compare notes on how two markets handle O&M, lightning risks, blade inspections, remote monitoring, and where operational gaps [00:01:00] are. The evening also marks the North American commercial launch of EOLOGIX-PING’s satellite-based lightning monitoring system, developed with Adelaide-based satellite IoT company, Myriota. So in joining me on the panel, our own Matt Stead, co-founder of EOLOGIX-PING, and Mark Norman, VP of Edge Solutions at Myriota, and Weather Guard’s Yolanda Padron. EOLOGIX-PING and Myriota have systems already deployed in Japan and Australia, and a little bit in the US here at Weather Guard, and they’re stepping into the North American market at American Clean Power with this advanced lightning monitoring product. So you’ll want to be there and see this new product introduced. It is an invitation-only event, so if you’re at Clean Power and want to be in the room, reach out to us on LinkedIn so we can get you on the list. Orsted finished selling off its European offshore wind business to Copenhagen [00:02:00]Infrastructure Partners, better known as CIP or as it’s a-affectionately called CIP. Now, Bloomberg reports the Danish company is exploring a sale of its US portfolio also, which includes a whole bunch of wind. It’s a decent amount of solar and battery storage in a deal that could bring more than about a billion dollars. Uh, the business generated more than one-fifth of Orsted’s total operating income just last year. Uh, meanwhile, uh, more than 50 US organizers are urging RWE CEO, Markus Kroeker, not to hand back over $1 billion in US offshore wind leases as part of a reported deal with the Trump administration. Uh, so the, the pattern is clear, everybody. European developers are being pushed towards the exit in the American market. The Ørsted situation’s been going on several months now. I, I think it’s pretty much common [00:03:00] knowledge, I would assume at this point. W- we’ve known for months, and I th- think a lot of people we’ve talked to have been saying Ørsted is prepping for a sale. The question is who? And the, the RWE getting rid of their offshore leases in the United States would be a little bit of a odd move. However, a billion dollars back in your bank account is probably a smart move today. So are the, the Germans and the Danish leaving America?  Yolanda Padron: Ørsted’s still keeping their offshore in the US, right?  Allen Hall: Yeah, I don’t know if they’ll be able to sell it off. They own it 100% at this point, right? All the partners have pulled out But I wonder if that’s on the auction block also. That it could be  Matthew Stead: So why? Why are they, why are they selling? I mean, there has to be a reason. I mean, do they have better use for the money elsewhere, or do they just have lost faith in the, the USA?  Allen Hall: It could be a combination of both, right? Both can be true at the same time. I do think the cash flow is an issue [00:04:00] for renewable energy companies at the minute, so if they can get some money back into the coffers and to get ready for the next big run of development, they probably should do it now. But things, especially it does seem a little bit on the slow side on the re- renewable development, except in the UK where it’s going crazy.  Do you think then that they’re looking for American people to sell it to?  Allen Hall: Or Canadian. If Ørsted sells their onshore business, uh, to CIP, it still remains in Danish hands, so it wouldn’t necessarily be a, uh, removal of the Danes from America, not, not quite. Matthew Stead: Yeah. I’m just a bit confused why, you know, why, you know, why would it, um, attract a good price at the moment? So I would’ve thought, you know, if it was me, I would’ve take the long-term view and just hang onto it.  Allen Hall: Well, the, the tax credit’s already built into those businesses, right? I, I at least that’s what I would assume, that the, the tax credits are still [00:05:00] available on a number of the Ørsted sites. They’re not that old. A lot of the wind sites are not that old, so you could gain that tax advantage. It may make sense. It may be a, a Berkshire Hathaway or somebody like that may, may jump into the mix.  Rosemary Barnes: Yeah, and maybe because there’s not so much opportunity for new developments at the moment, that might be maybe it’s appealing for that reason, that there’s, yeah, not, not so many wind opportunities around, and companies want wind in their portfolios, so. Allen Hall: Or data centers like we just saw with NextEra and Dominion. The, the drive for, for data centers, uh, is pushing the, the power demand, and if you could buy wind, solar, and battery all together, most of it kind of co-located, you could put some data centers in Texas ’cause a vast majority of that Ørsted fleet is in a place where you could plant a data center right next to it. Maybe that’s, maybe that’s the thought. Uh, if they saw NextEra and Dominion join hands, maybe there’s another partnership in the mix. That would be really interesting. Maybe it’s Elon. Maybe [00:06:00] SpaceX or, uh, Tesla could just buy Ørsted’s onshore wind business. That would be a- amazing.  Matthew Stead: I thought they were going into space. Why would they be bothering with the Earth?  Allen Hall: You gotta power the rockets before you launch them, right? You get so-  Matthew Stead: gotta get some power from somewhere. Allen Hall: Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC-NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC-NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions[00:07:00] China has commissioned what is being called the world’s largest offshore wind turbine. It’s a 20-megawatt machine built by MingYang Smart Energy, installed off the coast of China in the South China Sea. The structure stands about 240 meters tall with blades around 128 meters long. That’s a pretty good-sized blade. And it’s rated to survive gusts up to 80 meters per second. But the real story is what researchers are watching after the turbine starts up. Early reports say that the rotor that is massively big will create measurable changes in local air currents and temperature distribution. At this scale, offshore wind creating a physical footprint that scientists want to measure and We have seen this effect here at Weather Guard Lightning Tech, watching storms go through the big wind farms [00:08:00] in the United States. So you can actually see storm behaviors change because of the quantity of turbines, and the turbines are getting to be high enough with the hub heights approaching 100 meters. But nothing as big as a 20 megawatt machine out on the ocean. It’s mixing the t- the, the air quite a bit, changing the temperature. Uh, is this something that climatologists are looking at, Rosemary, or, or, or watching closely, particularly with the, uh, fish life and sea life around the wind turbines?  Rosemary Barnes: I don’t know. My thing with MingYang is that they’re always, like, you only ever hear about them ’cause they’re announcing the biggest something, right? Um, that’s like the extent of it. It’s not like you hear about, oh, there’s a wind farm near you and it’s gonna have MingYang turbines in it. You never hear that. You only hear about they’ve got the biggest, and now next year they’ve got the new biggest, the biggest, the biggest, the biggest. And, uh, it’s like I know that they do actually make some, like, a lot of turbines. I think they’re in the, we mentioned last week, they’re in the top five manufacturers, um, mostly or maybe [00:09:00] pretty much entirely for the Chinese market. Um, so it’s not like I think they don’t make anything. But I do think it’s quite easy to announce the biggest something. This announcement is also like, yeah, okay, but is it real? Like it’s the, it’s a big, it’s a really big turbine. It’s going pretty high, but like offshore, um, there are, I think, onshore turbines being announced that are gonna go as high or higher because, you know, onshore, um, turbines have much taller towers than, than offshore. So I actually don’t think that it probably is a record for the tallest, like, tip that’s scraping. This is a thing that’s always happened, and sure, that’s interesting to have a look at and see if it has any local impact. It’s not like it’s, it’s not creating energy, right? It’s not gonna warm up, um, the, the planet. I mean, it’s, yeah, taking energy out of the, the air and then converting it to electricity. Um, so overall you’re gonna end up with the same amount of, of energy. But yeah, could be interesting to study, study what’s happening specifically.  Matthew Stead: I think it’s a so what question. You know, so what? I mean, I can sneeze and [00:10:00] I’d change the local environment, but who cares if I sneeze and change the local environment? You know, the, you know, the weather is inherently turbulent and, you know- There’s mixing and there’s all sorts of stuff naturally occurring. Yeah, my question is, so what?  Rosemary Barnes: Yeah. I mean, it’s interesting in terms of, like, wakes of wind turbines and, you know, there’s, uh, people are researching that more because it’s not well enough understood, I think, for some of the really big offshore wind regions where there’s heaps of different wind farms and, you know, like, you’re gonna wanna know if you’ve got a win- an existing wind farm or you’re planning one, and then they sell, um, rights to build one immediately upstream of you, then, you know, you’re gonna wanna understand how, how all that local atmospheric stuff is, is happening exactly. Um, but yeah, like, it’s not, it’s not quite new and it’s not, yeah, like you said, it’s not unique to wind turbines. Um, so yeah, it is, like, slightly interesting, I would say. 5 out of 10 interesting.  Allen Hall: How much time should we spend on contrails? [00:11:00] Because we spent a good 20 minutes before we started this podcast talking about contrails, which is a one or maybe a negative one on the scale of should I follow this? Rosemary Barnes: How interesting is the fact that air travel is contributing to climate change? How interesting is that on a scale of one to 10?  Allen Hall: Zero.  Matthew Stead: Eight.  Allen Hall: It’s like the, it’s like the cow argument, right?  Rosemary Barnes: Allen doesn’t care about climate change. That’s okay.  Allen Hall: You asked me to put it on a ranking of where it is in importance. It’s, it’s nowhere near m- even a five.  Rosemary Barnes: Yeah. So Yves said zero. Matt said eight. What about you, Yolanda? How, how interesting is the fact that air travel impacts climate change?  Yolanda Padron: I think it’s, like, a six.  Rosemary Barnes: Six. Okay. And so did you know that, um, airplanes are 2.5% of the world’s emissions, um, come from air, air travel? And did you know that I think it’s [00:12:00] 4% of the world’s warming comes from air travel? Of the warming, two-thirds of the warming that is caused by air travel or airplanes, uh, could be freight as well, it’s not to do with CO2. So some of that is, you know, like other, um, gases like NOx is a pretty potent greenhouse gas. Contrails are the biggest single component, the single biggest factor causing warming from, um, from air travel. And it’s not, it’s not necessary. You know, every airplane doesn’t create contrails in every trip. It’s, it’s a small number. Like, it’s a pretty small number of trips that are making contrails, and if we can better understand how like, what are the factors that lead to a contrail being formed or not, then we can avoid them and, you know, get rid of a, a percent or two of the world’s global warming. I think that’s just really huge.  Matthew Stead: What would you do about it, Rosie?  Rosemary Barnes: There’s a couple of solutions I know that other people are working on that sound very interesting to me. So the first is that if you change the fuel, like, [00:13:00] um, to sustainable aviation fuel, like a, a biofuel, some of those that have been tested also produce less contrails. I don’t know the exact reason why. Would be interesting to find out. That’s one thing. But secondly, um, if you can get good data about, like, very local atmospheric conditions and, you know, let the world’s airplane fleet can communicate with each other and some AI processing in real time, you can make small changes to your flight path to avoid making contrails, and yeah, you get, um, a small increase in, in f- fuel burn, I guess, from deviating from the most efficient route, but a big, big inc- um, decrease in contrails. Uh, so I think both of those are really promising solutions.  Allen Hall: It’s not that easy It isn’t like every airplane’s out there changing its altitude to keep away from creating contrails. There’s whole systems, thousands of people working at any one moment to keep airplanes up in the air. So it, it’s not something you just willy-nilly say, [00:14:00] “AI can adjust my altitude or my flight plan to deviate so I can prevent contrails.” It’s not that easy. It’s actually a huge undertaking, and it may end up burning more fuel.  Rosemary Barnes: Oh, I mean, it’s an incredibly complex system to keep airplanes up and not colliding. Um, I believe it’s not centrally planned. It’s not like you’re not logging your whole flight path any- anymore. I, I listened to a podcast about this the other day, and in the past you used to log your entire flight plan and not deviate from it, but now it, it’s done a bit on the fly. So I’m sure that there are already hundreds or thousands of factors that an aircraft computer is taking into account, um, when it’s figuring out exactly where it’s gonna go, and this would be another bit of complexity. I don’t, I don’t think it’s easy, otherwise we’d already be doing it. But I think it’s, it’s promising. And I think it’s easier than making hydrogen airplanes, for example. I think it’s easier than electrifying airplanes. And the fact of it is that even if you do [00:15:00] have sustainable aviation fuel, if it’s still making contrails, it’s still causing warming. So if you wanna actually s- solve, uh, you know, heating from flying, then you have to, you have to tackle the contrail part of the problem. It’s the biggest, it’s the biggest chunk on its own, bigger than CO2.  Matthew Stead: So did we get here by talking about possible contrails from wind turbines? Is that what we were talking about?  Rosemary Barnes: No. It was because Allen was saying before that we were gonna go off the rails, and he’s like, “Oh, you know what? In no time we’ll be talking about contrails,” like using it as an example of a tinfoil hat-wearing person. And I’m like, “Actually, that is a tinfoil hat that I do like to wear,” the contrails one. Um, not because I think the government is controlling me, uh, with with, you know, targeted hor- hormone or chemical releases via contrails, but because of the global warming potential.  Matthew Stead: Could a, a really tall wind turbine create contrails? What, what’s the physics behind that?  Allen Hall: [00:16:00] It’s just, um, water, right? So you’re just condensing water and shoving it out the back. When you’re burning hydrocarbons, it’s one of the byproducts, right? It’s like in, when, in an internal combustion engine, you see water dripping out the tailpipe. It’s this very similar kind of thing. Uh, so how much water comes out is dependent upon somewhat the fuel, as Rosie’s pointed out, so you can slightly change it, but a lot of it has to do with the temperature, altitude, pressure moisture content of the air, all those different factors play into it. So you’d have to have, in order to go look at it, you’d have to have a bunch of sensors on the airplane, which, which the aircraft may have some of them, but probably not enough to determine if they’re creating contrails besides looking out the window to see what’s coming out on the backside of the engine. Matthew Stead: A wind turbine could not create contrails. The pressure differential and the, the vapor pressure-  Allen Hall: Yeah, it’s not enough to, you’re, you’re not, you’re not changing temperatures enough, [00:17:00] right? So you, you basically have to change the dew point. That’s the way I would think about it. You have to change the dew point somehow, which I guess you could do maybe by a degree or so locally, you may be able to, to change it, and maybe you could. Um, well, we have seen tip vortices, right? So tip vortices, you have seen these contrails off the, the tips of, of, of aircraft wings.  Rosemary Barnes: But are they durable? You know, ’cause like, yeah, you see tip vortices off, yeah, off wing, wingtips, off wind turbine tips as well. But I don’t think they stay in the air after, you know, they, um, you can see them, and then they dissipate usually. Allen Hall: Yeah, it, it depends. You’ll see it when aircraft land quite a bit. Depends on what the temperature, humidity is at that particular moment, but th- those will, those will hang around a little bit  Rosemary Barnes: But I mean, certainly you can, you can, um, cause droplets to freeze from a wind turbine being there. That’s how they get iced up, is that their… Or either their water was super cooled to begin with and it just needs a, a surface to latch onto so that the crystal can, [00:18:00] um, form or also, yeah, like, I mean, in the aerodynamics there is that point between where the air goes over and under and you, um, sta- stagnation or-  Allen Hall: Stagnation point?  Rosemary Barnes: Yeah. So you can, um, you, you could get some freezing there. Allen Hall: You can create cold zones.  Rosemary Barnes: I, as far as I know, all that stuff is just causing ice to build up on the blade. I don’t think that it’s, um… Yeah. And anyway, even if it did, like even if you did affect the, um, you know, have some ice particles forming in the, um, the wake then it’s just going to, or I don’t know, get hit the next time the, the, the blade goes through or, yeah, fa- fall out I would think ’cause it’s quite close to the ground  Allen Hall: but- Just to tie into what Rosemary’s saying, although I think wasting time on contrails is not worth the effort, I do think meteorologists do not do enough work on big changes that are happening to the planet in regards to, like, renewable energy is one of them, like wind turbines. I [00:19:00] haven’t seen a lot of work done about are wind turbines changing the temperature locally or not. I mean, they- I’ve seen some top level things, solar panels, but the same thing could be seen about shipping.  Rosemary Barnes: Oh, I mean shipping, shipping was, shipping was, um, cooling the planet until we, um, brought in restrictions on how much, um, sulfur emissions that you could, you could make. But can I use this to actually plug a, um, a, a pro- a collaborative project that we’re about to start where actually, uh, this is quite specific to Australia, to Queensland and Northern New South Wales. We’ve got a study, uh, collaborative study from a bunch of wind farms in that area and getting some academic researchers involved to look at how, like very detailed how lightning is in that region. And one of the questions that we’re gonna look at is what, h- how has the, um, the presence of wind farms, like when wind farms are built, how has that affected the local lightning, um, area? [00:20:00] So we’re gonna be able to answer, uh, you know, like to what extent have these wind farms caused increases in In lightning  Allen Hall: Or decreases  Rosemary Barnes: Or decreases. I’d, I, oof, yeah. I, I’d be surprised if it was decreases, and I will say, like, yeah, that area of Queensland, northern New South Wales, um, you know, they get kind of tropical storms, um, heaps and heaps of lightning, you know, hundreds hundreds of, um, strikes in a single storm sometimes, you know, and, you know, in one wind farm. But even if you think, like, uh, down in Victoria, New South Wales and Victoria, where you look at a lightning map and there should be very little lightning there, there are certain sites that are actually having huge problems with lightning, like way more strikes than you would expect based on the map, and I think that partly that’s also ’cause it just varies locally. But the other thing is, like, a l- a lot more of really damaging strikes. It is something that’s the world needs to do more of, is looking into, like, really local lightning, understanding how the wind farm is interacting with the lightning, causing lightning, how it differs from place to place. [00:21:00] I’m really hoping that, yeah, this, this one study that we’re working on now, and anyone who has a wind farm in that area, Queensland, northern New South Wales, if you wanna be involved, get in touch. The more people involved, the cheaper it is. But I think that that’s definitely something that can improve how lightning protection systems are, are designed, if we just know, like, what’s, what’s happening. ‘Cause there aren’t great links between OEMs doing the design and people in the field experiencing damage. Like, they don’t talk. Even when it’s the same company, you know, if it’s Vestas or GE that designed the turbine and is now servicing the turbines, they, they don’t necessarily talk to each other as much as, um, would be ideal.  Allen Hall: Using the EOLOGIX-PING lightning sensors, we just completed a study over a five-year period, uh, just about that subject. Rosemary Barnes: Where, where did you do that?  Allen Hall: In the States.  Rosemary Barnes: And will you be publishing the results and sending a, a letter to Vestas and GE and Siemens and whoever else and send them a letter, “Attention lightning expert”? [00:22:00] Matthew Stead: We’re probably just gonna put it on the website.  Rosemary Barnes: But is there even a, a, a conference, a, a conference for wind turbines and lightning? Con- considering it’s, like, one of the number one O&M things, like we’re-  Matthew Stead: There’s one in Melbourne next year in February.  Rosemary Barnes: I wasn’t attempting to, um, set the stage for, uh, this is why everyone has to come to our event. I mean, it, it, it’s so strange to me that there isn’t just, you know, like, a big conference every year. I mean, it could be every two years where all of the univ- like there’s heaps of people researching it, heaps of people working on designing on it, heaps of people working on operating it, repairing it when it doesn’t work, and, um-  Allen Hall: I think they’re looking at it from a very, uh, local scale And looking at a turbine taking a lightning strike and the things you can do to reduce damage or what the, the physics are locally, ’cause we don’t understand all that much about lightning, honestly. However, on a, on a larger scale, which is what the effort we’re working on right now, is that we’re looking at several states that are right in the thunderstorm alley and where [00:23:00] there’s a lot of wind turbines, thousands and thousands of wind turbines. What you see is, uh, a real change in the, in the weather patterns and in lightning, but it depends on the time of year. And having the EOLOGIX-PING lightning sensors on gives us a better sense of the number of strikes that are occurring, where they’re occurring on the wind farms. Uh, o- otherwise, all the other services that you could use wouldn’t be nearly as accurate. A lot of false positives.  Rosemary Barnes: But I wanna say, like, I think you’re so right that lightning it- it’s very local, like, and s- lightning behaves differently depending where you are. It dep- dep- behaves differently or it affects your turbine differently depending on what kind of LPS you’ve got. But the problem is that it’s not like there’s, um, you know, a catalog of LPSs and you’re like, “This one suits the lightning in Japan, and this one suits the lightning in Queensland.” It’s one– Y- if you want a GE turbine, this is the, it comes with a certain type of LPS, and the same with, with Vestas and, you know, ev- every other manufacturer. And they’ve all, I’m sure, got types of lightning that [00:24:00] they are better or worse suited to, but the information is, is certainly not out there for someone who’s choosing a turbine, and I don’t think that it’s actually properly understood by, by anyone. Because, like, who’s measuring all of the characteristics that you would need to know to design the LPS better? Almost no one. Most of the people doing that in the world are probably, yeah, on this podcast today. Um, but it’s, uh… And, and when they are being measured, is it being communicated back to every OEM so they can know? Like, of course it’s, it’s not.  Allen Hall: I’ll give you a good example because it happened over the past week or two. Looking at a wind turbine blade that had some damage to it, and the question was, was it caused by lightning? That was the question. And that’s a really good question. So I thought, “Oh, this will be easy,” because there’s gonna be a plethora of- lightning test data reports talking about testing of this particular kind of aluminum mesh on fiberglass surfaces, and [00:25:00] there really is not much. I was shocked by it. So I always think like if, if I can’t put my fingers on it readily, then what is a blade engineer or a site supervisor or someone who owns an asset’s gonna do?  Rosemary Barnes: I saw a presentation at Wind Europe last year or whenever I went, when I met with, with you both, probably both of you there, um, uh, that Polytech did where they had done some fatigue testing, um, of copper mesh and its lightning, um, protecting capabilities. And they did f- they, so they, you know, put some mesh into, um, fatigue testing, I, I think, or they, they damaged it a bit with a bit fatigue, some micro cracks and stuff. And they just did find that it heated up a lot after that. Um, you know, after it was a bit damaged, they were getting like real hot spots. And so then you’re gonna start to see laminate damage, um, in the, the area underneath that. So yeah, I, I think that more, more, like it’s a, it’s a good step that we’re now thinking [00:26:00] of, you know, protecting better than what we used to do with just, you know, one receptor in the, the tip and a cable, especially, you know, throw in carbon fiber and you, you know, make a second electrically conductive path and have flashover and stuff. It’s really great that, you know, we’ve evolved beyond that design, but it’s not finished yet. Like th- all those designs are new. There’s a lot of them out there. It sound like everyone’s like, “Oh, it’s, you know, we don’t have to worry if it’s got mesh over the whole blade.” It’s like, okay, maybe you don’t have to worry. Maybe, maybe you do. We, we kind of have to, have to keep on monitoring those for a few years and sharing the information.  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 [00:27:00] peswind.com today. In the current issue of PES Wind Magazine, there are a number of great articles. If you haven’t received your copy, you should just go to peswind.com and where you can read it and download a copy. Well, uh, this issue has an article from ZF and talking about gearboxes. And as we all know, inside every gearbox there are bearings and surfaces. Those tend to be the weak links when things break. And for decades, the industry has used roller bearings and, uh, the same kind basically you find in other machines. Uh, they work, but they do wear out. And how many times have you seen bearings, roller bearings wear out inside of gearboxes? Quite a bit. So– And they, they, they break down, they go offline. It’s, it’s a big problem. But ZF Wind Power says it has cracked the code with its hydrodynamic plain bearings. The company has already installed 36 gigawatts of gearboxes [00:28:00] using this technology, and they say field inspections show no measurable wear. Uh, the next generation, uh, which is a single film design, is heading to production in 2027. So ZF uses a different technique to keep their gearboxes running for a long time, which is, uh, it’s a simple device mechanically, but it is quite complicated in the way you have to design materials. Uh, basically plain bearings are what’s used in, in internal combustion engine around camshafts and things of that sort. But designing those and making sure you have the right materials is the trick, Matthew, and you’ve been around cars for quite a while. It’s, it’s the right approach if you can make it work, and it looks like ZF has done a really good job of making these, uh, bearing services work.  Matthew Stead: Yeah, it sounds like a, a perfect, uh, innovation. I, I heard about this the first time, I think it was a couple of years ago. And, and like you said, Allen, um, you know, cars for the [00:29:00] last 100 years or so have, have been using journal bearings. I probably need to fact check that one. It may not be 100 years yet, but definitely cars from a long time ago have been using these, um, these bearings. Um, I, I think, uh, one question is, though, around condition monitoring. You know, how do you actually monitor the condition of the, the s- the surfaces? Um, you know, with a traditional roller bearing, you can use, you know, vibration techniques. I’m not aware of as many condition monitoring techniques for, for the journal bearings. Um, perhaps, um, obviously the oil, oil particle and, you know, checking the oil quality, et cetera, et cetera. But, um, that might be where the gap might occur. But You know, if they’re lasting, if they’re not degrading, um, there’s no moving parts, um, yeah, great  Allen Hall: The issue is lubrication, right? Because you’ve got basically two well-designed flat metal surfaces that you have to provide lubrication to, and those two surfaces are moving relative to one another. The lubrication [00:30:00] matters ’cause you’re literally riding on a very, very thin layer of lubricant. So making sure the lubricant gets in there, that it’s, it’s clean, and it’s always available, uh, is the trick. That’s why in today’s world, a lot of internal combustion engines can go several hundred thousand miles in a vehicle because the lubrication systems have gotten so much better over the last 50, 60 years. And ZF is probably using something very similar, where the, the technology has gotten better and the metallurg- the metallurgy has gotten way better, and control of that. Because the, the bearing surface really matters, and there’s two pieces to it, right? You got this rotating– To simplify it, you got a rotating shaft, and then you have this bearing surface that that shaft sits on. The, the rotating shaft is gonna be made out of something relatively hard, where the bearing surface is gonna be made out of a mixture of metals that is a little bit soft. So if anything goes wrong, that bearing surface, that little race right there, uh, will wear, [00:31:00] and you can replace it. But if kept lubricated and cleaned and proper, that will run dang near forever, as ZF has proven. Matthew Stead: I think it’s the starting load. I think it’s when it’s at stationary and then starts. So I’m getting that initial lubrication. From my understanding, that’s where the, where the challenge lies. And, you know, obviously in a combustion engine in a vehicle, it’s starting and stopping all the time. So, um, but I just wonder, are the loads higher? Um, how does that occur in a, in a actual, um, gearbox on a, a turbine?  Allen Hall: Right. It’s not like a main, uh, shaft bearing, right? The– It’s, it’s in a gearbox. You have a lot of planetary gears and a lot of rotating com- pieces there But the, I think the trick is, one, understanding what’s happening load-wise, and hydrodynamic bearings can have some issues if things are twisting in weird ways. So a gearbox is probably the right place to do this technique because of it’s a [00:32:00] controlled environment necessarily.  Matthew Stead: Alignment.  Allen Hall: Yeah. So you can, you can control how the, the loads are carried internally to it, which would make it last a lot longer. S- because roller bearings and, and all of the complexities around that, uh, we’ve seen those fail so many times inside of wind turbines because it’s hard to control everything about that. Al- although they, they can be extremely durable, I would say ZF is onto something in, in terms of delivering a gearbox that can actually run longer using, uh, good engineering. That’s what it is. It’s just really good engineering. So if you haven’t seen this issue of PES Wind, you should download it today. Go to peswind.com. 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 [00:33:00] 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. So for Rosie, Yolanda, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.

Der VfL Wolfsburg ist erstmals in seiner Geschichte in die 2. Bundesliga abgestiegen! Am Ende ist es ein 1:2 n. V. beim SC Paderborn, das das Schicksal der Wölfe besiegelt – und das die Ostwestfalen zum 3. Mal jubeln lässt. Noah und André sprechen über das Spiel, die heutige Partie Fürth gegen RWE, die Frage, ob Kane der beste Bayern-Transfer aller Zeiten ist, und über das neue Transfer-Ziel vom VfB Stuttgart.

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

US President Trump said they are only going to make a good deal regarding Iran and will have a long talk with Chinese President Xi about the Iran war.Iran will not enter the second round of talks with the US without fulfilling five confidence-building conditions, local media reported.US President Trump posted that NVIDIA CEO Huang is on Air Force One along with a number of CEOs of large US companies.UK government whips believe Wes Streeting will make his move on Thursday to avoid clashing with the King's Speech.APAC stocks traded mixed; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8%.Looking ahead, highlights include Swedish Inflation Final (Apr), French Inflation Final (Apr), EZ Employment Change (Q1), Industrial Production (Mar), GDP 2nd Estimate (Q1), US PPI (Apr), BoC Minutes (Apr), Riksbank Minutes (May), IEA OMR (May), OPEC MOMR (May). Speakers include BoE's Mann, Fed's Collins & Kashkari, ECB's Lane & Lagarde. Supply from Australia, Italy, Germany & US. Earnings from Cisco Systems, Alibaba, Siemens, Deutsche Telekom, Allianz, E.ON, Merck & RWE.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk