Podcasts about Siemens

Intel has launched its Core Ultra Series 3 central processing units, utilizing its new 18A process technology, which aims to enhance performance and efficiency across various applications, including gaming and professional workloads. This development is part of Intel's strategy to regain competitiveness in the CPU market, which has faced increasing pressure from rivals. The new processors promise improved performance per watt compared to previous generations, with further specifications expected soon. This advancement in chip technology is significant for Managed Service Providers (MSPs) as it enables the feasibility of edge AI applications, which require careful consideration of workload clarity and governance.Lenovo introduced Cura, an AI assistant designed to operate seamlessly across its computers and Motorola smartphones, emphasizing on-device processing and user privacy. This system-level AI aims to adapt to user habits over time, assisting with tasks such as email drafting and meeting summarization. However, the episode highlights a concerning trend where many users do not fully utilize existing tools, as evidenced by Microsoft's Copilot user statistics. The discussion underscores the importance of governance in AI deployment, as successful enterprise AI implementations, like those from Siemens, demonstrate that explicit authority and responsibility are crucial for effective outcomes.The episode also addresses the ongoing hype surrounding robotics and automation, noting that while advancements are being made, the reality remains that specialized robots are more practical than general-purpose ones. Companies are focusing on single-purpose robots, which contrasts with the expectation of multifunctional robots. The discussion emphasizes that automation in IT should follow a similar path, advocating for narrow automations with explicit authority to avoid misunderstandings and failures that could lead to accountability issues for MSPs.For MSPs and IT service leaders, the key takeaway is the necessity of redefining governance and responsibility in the face of advancing automation and AI technologies. As systems of action become more prevalent, the shift from traditional dashboards to autonomous decision-making systems requires MSPs to update their contracts and governance models accordingly. The opportunity lies not in simply adopting new technologies but in understanding where automation should be limited and ensuring that accountability is clearly defined to mitigate risks associated with automated systems. Three things to know today 00:00 Intel, Lenovo, and Siemens Signal AI Acceleration, Not Automatic Value, for IT Services06:02 CES 2026 Reveals Why Specialized Robotics and Disciplined Automation Deliver ROI Faster Than General AI09:34 Agentic AI, Action-First Platforms, and the End of Forgiving IT Systems Put New Accountability on MSPs This is the Business of Tech.     Supported by: 

Most resolutions don't survive the first few weeks of the year. In this episode, Hall of Fame keynote speaker Joe Mull, CSP, CPAE, challenges common thinking about New Year's resolutions and explores a more sustainable approach to leadership growth that supports employee engagement, workplace culture, and long-term effectiveness. Joe reflects on why meaningful leadership improvement rarely comes from big declarations, and how intentional practices and support systems shape leaders who are more consistent, resilient, and impactful over time. He also touches on the connection between personal sustainability and the experience employees have at work. If you want to start the year with greater clarity, stronger leadership habits, and momentum that lasts beyond January, this episode offers thoughtful perspective without the hype. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

Plus: Meta delays roll out of smartglasses to countries outside the U.S. amid high American demand. And a Bill Gates-backed nuclear fusion company has teamed up with Nvidia and Siemens. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we sit down with Swapnil, Founder & CEO of MeshTek Labs and BlueHopper Lighting, to talk about innovation, leadership, and the future of AI. With 40+ patents, 10+ international awards, and experience with Deloitte, Honeywell, and Siemens, Swapnil shares how smart lighting, long-range mesh networking, and purpose-driven technology can naturally connect people to their environment.

Nvidia and Siemens announced plans to build an industrial AI operating system together. CEOs Jensen Huang and Roland Busch speak to Ed Ludlow about this partnership, the need for energy, Nvidia's new chips, China and Siemen's potential deals in the operations software space. They sit down at the Consumer Electronics Show.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Fantasie bei Ölservicefirmen, neue Lebenszeichen beim Bitcoin und die Vermögenspräferenzen der Deutschen. Außerdem geht es um AST Space Mobile, Robinhood, Archer Aviation, Riot Platforms, Coinbase, Jaguar Land Rover, Siemens, Palantir, CoreWeave, Supermicro, Magna, Nebius, Microsoft, Schlumberger, Halliburton, Chevron, Exxon, Conocophilips, Valero und Phillips66, DWS Invest Latin American Equities (WKN: DWS0VM), Nordea Latin American Equity Fund (WKN: A1T8Q4), Amundi Funds Latin America (WKN: A0DNS3), JPMorgan Funds - Latin America (WKN: 972079), Amundi MSCI EM Latin America ETF (WKN: A2H58P). 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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

This interview,Live from LEAD-26 in Zurich, links real leadership lessons to lived experience. Fabian, a CIO and ultra runner, talks limits, psychological safety, and practical steps. He also shares a clear, cautious view on generative AI and a smart fast follower strategy for regulated organizations. Key Learnings: Admit leadership limits: Openly share small, real limits with your team to build reflection and performance. Psychological safety matters: Create a safe team space so people speak up and help cover leadership gaps. Use smart fast follower: Experiment early, then buy enterprise-ready solutions to avoid costly long-term build and maintenance.   Summary:  Fabian Ringwald is the CIO of a Swiss health insurance company. He says they have the most satisfied customers in the industry. He is also a board member at lead 26 and helps shape conference content and speaker selection. Outside work he runs ultra trails. He runs over 100 kilometers and gains more than 6,000 meters of altitude. These runs can take more than 20 hours and include day and night. Night is more challenging. The long runs teach self-leadership and a clear view of personal limits. Fabian argues that every leader has limits. He says hiding limits wastes energy because close colleagues already see them. He encourages leaders to share limits openly with their teams. Open discussion builds self-reflection and helps form a high performance team. Teams can then help fill leadership gaps. He highlights psychological safety as the key trait that separates good leaders from great leaders. He recommends starting small when opening up. Share a minor limitation first, set an example, and scale openness gradually over time. Fabian says AI is not the solution for everything. He explains generative AI is a statistical tool and is not suited for fully deterministic tasks. He sees strong potential in areas like detecting anomalies on MRI or CT images, but he warns against using generative AI for direct medical advice. His company follows a smart fast follower strategy: experiment early with startups, then adopt enterprise-ready solutions rather than build long-lived custom systems. To keep agility, get top-down alignment with the board and enable bottom-up experiments with LLMs or ChatGPT for hands-on learning.   About Fabian Ringwald: CIO of SWICA - the leading Swiss health insurer with the most happy customers Prior: digital transformation in several different industries from freight railway (SBB Cargo), energy trading (BKW), consulting (Logica) to inustrial manufacturing (Siemens) and Ravensburger, the well known jigsaw puzzle company. Chapters: 0:00 - Intro 0:35 - CIO's Role in Health Insurance 1:12 - Leadership Lessons from Ultra Running 3:06 - Identifying Leadership Limits 4:21 - Creating Psychological Safety in Teams 5:37 - Taking Small Steps Towards Openness 7:40 - Insights from Conference Speakers 9:13 - Evaluating AI Applications in Leadership Resources  Fabian Rinwald Linkedin: https://www.linkedin.com/in/fabianringwald/ Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host:  Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/  

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über weitere Hiobsbotschaften für Tesla, gewinnende Chip-Aktien und eine verdächtige Wette bei Polymarket. Außerdem geht es um BYD, Salzgitter, Thyssenkrupp, Aurubis, Valero Energy, Phillips 66, Chevron, ExxonMobil, SAP, Salesforce, ServiceNow, Micron Technology, ASML, Lam Research, Arm Holdings, Nvidia, Siemens, AMD, Aeon, Fast Retailing, Seven & i Holdings, Amundi ETF MSCI EM Latin America (WKN: A2H58P), IBM, Cisco Systems, McDonald's, Nike, UnitedHealth Group, Home Depot, Verizon, Merck & Co., Coca-Cola, Procter & Gamble, Amgen, Johnson & Johnson, Flutter Entertainment und Heineken. 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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

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

The end of the year is one of the most important leadership moments you'll have. In this episode of Boss Better Now, Hall of Fame keynote speaker Joe Mull, CSP, CPAE, shares how leaders can use the transition between years to reset expectations, strengthen workplace culture, and build momentum for employee engagement in the year ahead. He explains why year-end communication matters so much—and how both words and actions shape how teams show up after a long season of work. Joe explores how acknowledging impact, reinforcing purpose, and offering credible hope can increase employee commitment and trust, while misalignment between messaging and experience can quietly undermine morale. He also addresses the limits of motivation when teams are exhausted, and why burnout requires more than a culture speech to fix. If you want to help your team start the new year feeling seen, supported, and motivated to care and try, this episode offers practical leadership insight you can apply right away. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

Ten materiał stanowi techniczne kompendium wiedzy na temat repeaterów w sieciach Profibus DP, wyjaśniając ich kluczową rolę w pokonywaniu fizycznych ograniczeń standardu RS485. Autor szczegółowo omawia zasady tworzenia nowych segmentów sieci, co pozwala na zwiększenie liczby urządzeń powyżej standardowych 32 oraz wydłużenie magistrali przy zachowaniu stabilnej komunikacji. Kluczowym przesłaniem tekstu jest konieczność prawidłowej terminacji segmentów oraz świadomość, że repeater, choć zazwyczaj bezadresowy, zajmuje jeden slot obciążający limit urządzeń w danym odcinku. Treść analizuje również praktyczne korzyści, takie jak separacja błędów fizycznych i możliwość budowania złożonych topologii, jednocześnie ostrzegając przed wycofaniem klasycznych modeli firmy Siemens na rzecz nowocześniejszych zamienników z wbudowaną diagnostyką. Wywód kończy się cennymi wskazówkami dotyczącymi typowych błędów instalacyjnych, w tym poluzowanych przewodów czy braku ciągłości ekranu, które mogą prowadzić do trudnych do wykrycia zakłóceń.

The data center industry is being redefined by AI's demand for faster, denser, and more scalable infrastructure. According to McKinsey, average rack power densities have more than doubled in just two years. It went from approximately 8 kW to 17 kW, and is expected to hit 30 kW by 2027. Global data center power demand is projected to triple by 2030, reaching 170–220 gigawatts. This rapid growth is forcing a redesign of traditional infrastructure, placing unprecedented strain on utilities, manufacturers, and the skilled labor pipeline.Can infrastructure and workforce capacity scale quickly enough to meet AI's surging data center demands without breaking the system?On Straight Outta Crumpton, host Greg Crumpton welcomes Matt Caldwell, Director of AI/Cloud Data Centers at Hyper Solutions, for a candid conversation about the pressures shaping the modern data center ecosystem. They discuss how AI workloads are upending long-established design norms, why modular manufacturing may offer a more resilient solution, and how labor shortages threaten to slow the entire market. Caldwell also shares how Hyper's unique digital-first model enables scalable, repeatable quality across a distributed manufacturing network.Key Highlights:Density Rewrites the Rulebook: Traditional data centers were designed around ~4 kW racks; today's AI applications require vastly more, prompting major shifts in cooling, power, and facility planning.Hyper's Scalable Manufacturing Model: Hyper Solutions produces PDUs, RPPs, and switchboards through a network of nine UL-listed satellite facilities, all driven by a unified digital process that ensures consistency and real-time visibility.Workforce Urgency: Caldwell underscores a critical labor gap, urging the industry to recruit earlier, targeting high school and even middle school students to meet the rising demand for trades and technical expertise in construction and operations.Matt Caldwell is a seasoned data center executive with over 20 years of experience supporting hyperscale and colocation clients across AI and cloud infrastructure. He has led global account strategy and mission-critical operations at industry leaders including Schneider Electric, Siemens, Trane, and Albireo Energy. Caldwell specializes in scalable design, modular power systems, and digital-first infrastructure delivery and now serves as the Director of AI/Cloud Data Centers at Hyper Solutions.

Most employee recognition programs don't work the way leaders think they do. In this episode, Hall of Fame keynote speaker Joe Mull, CSP, CPAE, examines why many common approaches to employee recognition fall short of building real engagement, motivation, and a healthy workplace culture. He explains how well-intentioned systems can unintentionally feel impersonal and why recognition that becomes routine often loses its impact. Joe reframes what meaningful recognition actually looks like, showing how specific, personal expressions of gratitude from leaders strengthen employee commitment, reinforce purpose, and encourage people to bring more of themselves to their work—without relying on swag, gift cards, or formal reward programs. If you want to create a culture where people feel seen, valued, and motivated to care and try, this episode offers practical insight into how recognition works when it's done right. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

Send us a textKarl W. Kuhnert, Ph.D. is Professor of the Practice of Organization and Management in the Goizueta Business School at Emory University. Karl's research focuses on how leaders cognitively, interpersonally, and emotionally develop over the life course.  Karl has published over 80 peer-reviewed articles, 13 book chapters and made over 100 conference presentations, and served on numerous editorial and review panels.  He teaches industrial and organizational psychology, leadership, organizational change, and professional ethics.  Karl has won numerous awards for teaching and research. Karl also regularly teaches leadership development in the Executive Ed. Programs at Emory, UCLA, HEC Paris, and UGA. He has served as a consultant with many large and small corporations, non-profit and government organizations including, United Parcel Service, The U.S. Dept. of Treasury, Siemens, The Jet Propulsion Lab, and Cox Automotive.A  Few Quotes From This Episode“Every time I have done this, it has freed up experts to do the work they actually want to do.”“Tacit knowledge is lived wisdom—it's what makes an expert an expert.”“AI is a tool, it is not truth.”“We need to ask how judgments are made, not just whether AI can render them.”Resources Mentioned in This EpisodeBook: Personal Knowledge by Michael PolanyiBook: The MAP: A Practical Guide to Leadership Development by Keith Eigel & Karl KuhnertArticle: Training Innovative AI to Provide Expert Guidance on Prescription Medications by KuhnertArticle: Teaching Leadership: Where Theory Bridges Practice by KuhnertAbout The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in studying, practicing, and teaching leadership. About  Scott J. AllenWebsiteWeekly Newsletter: Practical Wisdom for LeadersMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. ♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.

In this short podcast episode, we go back into the history of the trades, namely the battle over frequency (and how each side had to give until it hertz). The low hum of motors is alternating current: electricity moving back and forth through copper 60x per second (in the USA and Canada, at least). In another version of history, that pulse could be 50x per second instead (as in much of the remainder of the world). The forgotten frequency war is the lesser-known sequel to the war of the currents. Tesla's AC power prevailed over Edison's DC, but different motor and generator companies chose different alternating current frequencies. Westinghouse chose 60 cycles per second, whereas General Electric experimented with 25-40 cycles per second, and Europe-based Siemens and AEG standardized around 50 hertz. These different frequencies set the rhythm for everything that turns or glows, and electric parts that didn't match often failed. Nevertheless, the engineers of the companies defended their own frequencies. In the 1910s, the US began merging electrical grids to set a single standard. Westinghouse had the most dominant technology at the time, and 60 hertz became the norm in the USA. However, across the pond, 50 hertz made more sense for the European infrastructure that was in place and being rebuilt after WWI, and it was solidified by the rebuilding efforts of WWII. As a result, roughly 2/3 of the planet uses a 50-hertz frequency. The two frequencies are incompatible because motors will travel at a different speed than their design while drawing the same current, leading to reduced capacity or overheating. In the 1960s, international companies produced dual-rated compressors and motors, but global trade is still complicated by different frequencies, and moving entirely to a single frequency is impractical due to the infrastructure disruption required. However, modern VFDs and inverter technology can change frequencies as they enter the motor, thus solving the battle over frequency and reminding us that flexibility is the real future.   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

Die Wirtschaft lahmt, der Standort kränkelt. Doch es gibt auch viele gute Nachrichten aus der Wirtschaft. Etwa für den deutschen Export und ein einst kriselndes Unternehmen.

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

Scott Brewer and Kyle Agre are talking hunting, fishing and just about anything you can do outdoors each weekend on Gone Outdoors Radio. This week the pair welcome Barb Keller, Minnesota DNR Big Game Program Leader to review the 2025 deer season. Even though some seasons are still open, Barb shares preliminary stats on the firearms season and CWD reports. Jay Siemens drops by to talk Catch and Cook Coatings and provide some tips for a top notch fish fry. Lastly, Scott and Kyle share Christmas gift ideas for the outdoors enthusiast in your life. See omnystudio.com/listener for privacy information.

Die Woche der Mega-Funding-Runden: Databricks wird mit 134 Milliarden bewertet, Waymo peilt 100 Milliarden an, und OpenAI soll bald 830 Milliarden wert sein. Amazon will 10 Milliarden in OpenAI investieren. Coinbase launcht Prediction Markets und tokenisierte Aktien. Revolut plant 3,5 Milliarden Profit bei 40% Marge – profitabler als die meisten Banken. Lovable aus Schweden rast auf 6,6 Milliarden. Das US-Handelsministerium droht der EU mit Vergeltung wegen Tech-Regulierung und nennt explizit SAP, Siemens und DHL. Der TikTok-Deal soll im Januar kommen – Oracle, Silver Lake und Abu Dhabi übernehmen 45%. Ein Andreessen-Startup baut synthetische KI-Influencer mit Phone Farms. Instacart steht wegen KI-Preismanipulation unter FTC-Beschuss. Yann LeCun gründet Ami Labs mit 500 Millionen Seed. Trade Republic wird mit 12,5 Milliarden bewertet. Trump Media fusioniert mit einer Fusionsenergie-Firma. Wann kommt es zur großen Doppelgänger Cola Blindverkostung? Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:00:49) Coinbase: Aktien & Prediction Markets (00:08:14) Databricks 134 Mrd. Bewertung (00:13:39) Revolut: 40% Profitmarge (00:19:26) Waymo 100 Mrd. Bewertung (00:36:15) Oscars wechseln zu YouTube (00:37:22) Sam Altman: KI wie Zahnpasta? (00:46:16) Lovable 6,6 Mrd. Bewertung (00:49:53) Amazon investiert 10 Mrd. in OpenAI (00:53:48) OpenAI 830 Mrd. Bewertung (00:56:55) Trump bedroht EU wegen Tech-Regulierung (01:00:56) Andreessen-Startup baut Fake-Influencer (01:08:13) Instacart KI-Preismanipulation (01:12:25) Yann LeCun gründet Ami Labs (01:14:50) TikTok-Deal im Januar (01:18:47) Trump Media fusioniert mit Fusionsfirma (01:24:14) Trade Republic 12,5 Mrd. Shownotes Coinbase Prognosemärkte Aktienhandel Stablecoins - cnbc.com Databricks sammelt Kapital bei 134-Milliarden-Bewertung - wsj.com Revolut strebt 2026 $9B Umsatz und $3.5B Gewinn an. - connectingthedotsinfin.tech Waymo plant Finanzierung bei 100-Milliarden-Bewertung - bloomberg.com Oscars wechseln 2029 von ABC zu YouTube - hollywoodreporter.com OpenAI ChatGPT verbessert Bilderstellung - bloomberg.com OpenAI-Gespräche: 10 Milliarden von Amazon für KI-Chips - theinformation.com OpenAI neue Finanzierungsrunde könnte Startup mit bis zu 83 Milliarden bewerten - wsj.com Start-up Lovable sammelt 330 Millionen ein - nytimes.com EU-Strafen für US-Tech-Unternehmen - nytimes.com Hack enthüllt a16z-unterstützte Telefonfarm, die TikTok mit KI-Influencern flutet - 404media.co FTC untersucht Instacarts KI-Preistool - reuters.com Instacart FTC Vergleich Täuschende Abrechnung - cnbc.com Seb Johnson auf X: "Metas ehemaliger Chief AI Officer sammelt €500 Mio. ein. - x.com TikTok schließt Verkauf seiner US-Einheit nach jahrelanger Saga ab. - axios.com Trump Media - ft.com Es wird kein Armut geben, universelles hohes Einkommen. - x.com Trade Republic: Zwei reiche europäische Familien beteiligen sich am Milliardendeal - manager-magazin.de Phishing-Versuch bei Outfittery: Datenleck beim Bekleidungshändler? - heise.de

December 2025 Sustainable Stock and ETF Picks. Covers America's most responsible companies, AI infrastructure and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 162, December 19, 2025 Hello, Ron Robins here. Welcome to my podcast episode 162, published on December 19, 2025, titled "December 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 8 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (1) In this edition, I'm starting with a ranking of responsible companies. It's titled America's Most Responsible Companies 2026 on rankings.newsweek.com. It's by Newsweek and Statista. Here are some quotes from the introduction by Jennifer H. Cunningham. "According to a study by The Roundup, 84 percent of customers say that they are deterred from companies with poor environmental practices, and 62 percent 'always or often' specifically look for products that are sustainable. That is why Newsweek is proud to partner with Statista for the seventh time to present America's Most Responsible Companies 2026, highlighting 600 companies that are taking action each day to uphold their social responsibility.  This ranking is built on an evaluation of company CSR/ESG or sustainability reports, financial reports, history of lawsuits and 2024 top polluter indexes from the Political Economy Research Institute. Additionally, over 30 KPIs were researched from the three areas of ESG—environmental, social and governance performance. Companies included in this ranking are American Tower (AMT), Ingersoll Rand (IR), Las Vegas Sands (LVS), NVIDIA (NVDA), and Tapestry (TPR )." End quotes The top five companies in the ranking are NVIDIA (NVDA), Mastercard (MA), Palo Alto Networks (PANW), Ecolab (ECL), and T-Mobile (TMUS). ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (2) As renewable energy companies make gains, this article reviews some top companies in the sector. The article is titled Top 7 companies offering digital transformation solutions for renewable energy on azbigmedia.com. It's by Eric Kelly. Here are some of his comments. "1. DXC Technology (DXC) builds Distributed Energy Resource Management Systems – DERMS for short. What that means in plain English: software that can juggle thousands of solar panels, wind turbines, and batteries at once. Their renewable energy digital services do real-time forecasting and balancing. When a cloud covers a solar farm, the system already knows and has adjusted before anyone notices a flicker. They use predictive analytics to figure out what's going to happen hours or days ahead, which matters when you're trying to keep the lights on for millions of people. 2. Siemens Energy (ENR.DE) Their Omnivise Digital Solutions covers pretty much everything – from the moment you build a power plant to the day you tear it down decades later. They make distributed control systems that pull data from every sensor, every turbine, every transformer, and show it all in one place. What's interesting is their edge computing for substations. Instead of sending all data to some central cloud and waiting for instructions, the processing happens right there on-site. Milliseconds matter when you're managing a grid. Siemens is also deep into green hydrogen tech. They're working on projects in over 100 countries and their equipment generates about half the world's electricity. 3. Schneider Electric (SU.PA) built EcoStruxure. It connects hardware, software, and services to optimize energy use in buildings, factories, and grids. Their new One Digital Grid Platform uses AI to manage planning, operations, and asset management all in one place. The AI automatically catches when the digital model of a grid doesn't match reality – like when someone forgot to update the system after installing new equipment. Sounds simple, but that kind of mismatch causes real problems. 4. ABB (ABBNY) make robotic systems for manufacturing solar panels, complete instrumentation packages for solar and wind plants, and the smart grid systems that tie it all together. Their battery storage solutions are particularly interesting. BESS-as-a-Service means companies can use battery systems without buying them outright. For industrial users trying to cut electricity costs during peak hours, that's huge. You get energy independence without the capital expenditure. ABB supplies converters for the world's biggest offshore wind farms and generators for hydroelectric plants. 5. GE Vernova (GEV) is the spinoff from General Electric that focuses purely on power generation and grid management. They generate about 25% of the world's electricity through their installed base of 2200 GW worth of equipment.  Their Grid Orchestration Software uses AI to predict demand, optimize energy flow, and integrate all those distributed resources we keep talking about. Their Advanced Asset Performance Management system pulls data from information systems, operational systems, and engineering models to help people make faster decisions. GE Vernova partnered with Amazon Web Services to accelerate cloud migration and bring generative AI into energy infrastructure. 6. IBM Energy and Utilities (IBM) brings Watson and AI expertise to energy. Their Maximo platform manages assets, and Watson handles the heavy data analytics. They're using AI to forecast renewable energy production, optimize maintenance schedules, and manage distributed resources. IBM is also experimenting with quantum computing for modeling complex energy systems. Their blockchain platforms enable peer-to-peer energy trading – imagine selling excess solar power from your roof directly to your neighbor. They build digital twins that simulate how turbines, transformers, and entire grids will behave under different conditions. 7. Accenture (ACN) isn't selling hardware or software directly. They're consultants who help energy companies figure out their entire digital transformation strategy. Sometimes the problem isn't technology – it's knowing which technology to use and how to implement it without disrupting your business. They work with industry leaders on IoT, Big Data, AI, and cloud solutions. Their approach covers operational excellence, asset management, customer experience, and decarbonization. Renewable energy digital services from Accenture include predictive maintenance for wind and solar farms, platforms for managing virtual power plants, and real-time carbon emission monitoring. They also help companies integrate ESG principles into operations and reporting." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (3) This next article is titled Zacks Industry Outlook Highlights Bloom Energy, OPAL Fuels and FuelCell on finance.yahoo.com. It's by Zacks Equity Research. Now, some quotes from the article. "1. FuelCell Energy (FCEL) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants. In September 2025, the company announced its fiscal third-quarter results. The company reported a loss of 95 cents per share, which improved 45% year over year. The company's top line also improved 97% year over year to $46.74 million. The Zacks Consensus Estimate for FuelCell Energy's fiscal 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for fiscal 2026 earnings implies 51.3% growth year over year. The company currently carries a Zacks Rank #2 (Buy). 2. OPAL Fuels (OPAL) Based in New York, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market. During the third quarter, the company produced renewable natural gas of nearly 1.3 million Metric Million British Thermal units (MMBtu), which was up 30% year over year. The Fuel Station Services segment sold, dispensed, and serviced an aggregate of 38.9 million GGEs of transportation fuel for the three months ended Sept. 30, 2025, reflecting an increase of 1% year over year. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 21.8% from the previous year's reported figure. The estimate for 2025 earnings implies 128.6% growth from the previous year's reported figure. The company currently carries a Zacks Rank #2. 3. Bloom Energy (BE) Based in San Jose, CA, the company generates and distributes renewable energy. On Oct. 28, 2025, Bloom Energy announced its third-quarter results. It reported earnings of 15 cents per share against a loss of a cent in the year-ago quarter. The company's top line also improved 57.3% year over year to $519 million. The Zacks Consensus Estimate for 2025 sales implies an improvement of 28.6% from the previous year's reported figure. The consensus estimate for 2025 earnings implies 92.9% growth from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold)." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (4) This final review article makes a bold prediction on an AI infrastructure stock. The article is titled Prediction: This AI Infrastructure Stock Could Hit a $500 Billion Valuation by 2032 on fool.com and is by Thomas Niel. Here are some quotes from Mr. Neil's article. "Arista Networks (ANET) A top provider of cloud networking solutions for end-users such as AI data centers, the company has already benefited greatly from this trend. Already a strong performer over the past five years, its shares may be in for further outsized price appreciation in the years ahead, as the AI growth trend persists. How Arista benefits from the AI buildout Arista Networks has been in business for over 20 years, becoming a billion-dollar business around 10 years ago. Still, it's only been over the past three years that the company experienced a sustained growth resurgence. The reason for this is hardly a mystery. In late 2022, ChatGPT launched, sparking the start of the genAI growth trend. Soon after, tech companies, especially the largest names in the space, began to deploy hundreds of billions of dollars into building out their AI infrastructures. With this booming surge in demand, it's no surprise that Arista Networks has benefited from a big jump in demand for networking hardware, like switches and routers, as well as the software used to power them… This rapid revenue growth has brought with it a correspondingly high rate of earnings growth… Next stop $500 billion? It's possible At current prices, Arista Networks has a market cap of around $161.3 billion. To reach a $500 billion market cap and a share price of around $400 within six years, at a minimum, Arista will need to sustain 20% annualized growth… The bottom line for new or existing Arista Networks investors Currently, Arista has a forward price-to-earnings (P/E) ratio of just under 40. In the years ahead, even if annual growth stays around 20%, shares could experience a slight de-rating as investors anticipate a growth slowdown over a longer time frame… Rather than entering or adding to a position at any price, you may want to wait for renewed worries about an AI bubble or whitebox competition to create new buy-the-dip situations." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for December 2025. 1. Title: Sustainability ETFs Still Shining Despite Investor Pullback. Here are the 4 Largest on thedailyupside.com. By Kiran Aditham. 2. Title: Better AI Infrastructure Stock: Nebius Group vs. Iren Limited on fool.com. By Patrick Sanders. 3. Title: FCEL vs. BE: Which Hydrogen Power Stock Has Better Potential for Now? On nasdaq.com. By Jewel Saha for Zacks. 4. Title: EQR Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "December 2025 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. I wish you a wonderful time over the holidays and a terrific and prosperous 2026! Thank you for listening. My next podcast will be on January 23rd. See you then. Bye for now   © 2025 Ron Robins, Investing for the Soul

How can leaders drive meaningful AI adoption in their organizations? In the second part of this two-part episode of Digitalization Tech Talks, Jonas Norinder and Don Mack sit down with Andrea Iorio, a digital transformation expert, to explore the human side of embracing AI. From overcoming fear and distrust to empowering teams with clarity and confidence, Andrea shares key strategies to transform skepticism into engagement. As Andrea puts it: “The future belongs to augmented humans who know how to collaborate with AI, not compete with it.”  Don't miss this insightful conversation packed with actionable takeaways on navigating the challenges of AI adoption. Show Notes: Website (Between you and AI): BETWEEN YOU AND AI (https://sie.ag/2DikPr) Website (Deep Learning.AI): Deeplearning.ai (https://sie.ag/dQA4h) Website (Siemens): Transforming Industrial AI into business value (https://sie.ag/7FKDSz) Blog (Nvidia): Siemens makes factory floors smarter with industrial AI (https://sie.ag/7K7F6u) Video (Siemens): Experience the real power of Industrial AI with Siemens (https://sie.ag/5SjCUD) Contact us: Andrea Iorio email (me@andreaiorio.com) and LinkedIn (https://www.linkedin.com/in/andreaiorio/) Don Mack email (mack.donald@siemens.com) Jonas Norinder email (jonas.norinder@siemens.com)

his podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to⁠ outcomesrocket.com A fingertip-sized blood sample may soon replace the needle stick millions of patients avoid every year. In this episode, Web Golinkin, President of Babson Diagnostics, shares how Better Way, a fingertip blood collection system, is redefining convenience, accuracy, and accessibility in diagnostic testing. He explains how the company spent nearly a decade validating its technology through 45+ IRB-approved studies, 4,300+ participants, and more than 850,000 tests to ensure clinical equivalence to venous draws. He traces the innovation's journey from a Siemens skunkworks project to partnerships with BD and a 510(k)-cleared device, culminating in an 80% primary-care test menu from a pea-sized sample. He also highlights how Better Way improves adherence, enhances patient and staff experience, and reduces friction with clear, graphical results. Tune in and discover how fingertip testing can transform preventive care, patient engagement, and healthcare operations! Resources Connect with and follow Web Golinkin on LinkedIn. Follow Babson Diagnostics on LinkedIn and visit their website!

Should leaders care about job satisfaction? In this episode, Hall of Fame keynote speaker Joe Mull, CSP, CPAE, explains why focusing on job satisfaction won't move the needle on employee engagement, performance, retention, or workplace culture—and why many satisfied employees still deliver only the minimum. Joe breaks down the real drivers of commitment at work and clarifies what leaders should prioritize if they want teams to care, try, and give more than the bare minimum. He also explores what distinguishes engaged employees from those who are checked out or actively disengaged, and how leaders can start assessing the employee experience more effectively through practical conversations and simple tools that reduce burnout and increase motivation. If you're looking to build a workplace where people feel connected, energized, and invested, this episode offers clear guidance for improving engagement in meaningful, sustainable ways. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

Nick Wright is the Vertical Marketing Manager for Siemens. 

In this episode, we dive into the world of responsible data annotation with Andreas Schachl, co-founder of Responsible Annotation Services. We explore how neurodivergent individuals—especially those on the autism spectrum—are bringing unparalleled focus and precision to the task of data labeling, raising the bar for AI model training quality. Andreas shares the origins of their company, the unique strengths of their team, and why European sovereignty and data protection matter more than ever. We discuss the practical steps involved in their annotation process, how they measure quality, and the real impact their work has on customers and the broader tech ecosystem. Join us for an insightful conversation that challenges assumptions and highlights how inclusive innovation is driving the next frontier in industrial AI.

In this episode of the IoT For All Podcast, Barry Libert, Chairman and CEO of HiveMQ, joins Ryan Chacon to discuss moving past the pilot phase in industrial IoT and AI. The conversation covers viewing businesses as data streaming entities, the importance of understanding one's data collection processes, aligning different tiers of employees to achieve success, the shift from connectivity to AI data platforms, the role of agentic workflows, and the type of leadership required to navigate the evolving landscape of data and AI.Barry Libert is the Chairman and CEO of HiveMQ. He has spent 40+ years as a board member, CEO, and serial entrepreneur. He founded and exited several businesses, advised more than 350 CEOs, and served on more than 35 boards in his career. Most recently, Barry transformed Anaconda into a unicorn, adding $100M in new ARR in 18 months based on a proprietary open- source/open-core commercialization GTM playbook he co-designed and implemented.Barry is focused on AI platforms with network effects and data moats. He has co-authored 6 books, 20+ ebooks, and 500+ articles in the WSJ, NYT, HBR, MIT, and Forbes. He has appeared on CNN, CNBC, Fox, NPR, and delivered 500+ speeches to 250,000+ people globally. Barry began his career with McKinsey & Company, was a managing director of John Hancock's $2B Real Estate Equity arm, and was a partner at Arthur Andersen. Barry is a graduate of Tufts University (BA) and Columbia University (MBA).HiveMQ is the Industrial AI Platform helping enterprises move from connected devices to intelligent operations. Built on the MQTT standard and a distributed edge-to-cloud architecture, HiveMQ connects and governs industrial data in real time, enabling organizations to act with intelligence. With proven reliability, scalability, and interoperability, HiveMQ provides the foundation industrial companies need to operationalize AI, powering the next generation of intelligent industry. Global leaders including Audi, BMW, Eli Lilly, Liberty Global, Mercedes-Benz, and Siemens trust HiveMQ to run their most mission-critical operations.Discover more about IoT and AI at https://www.iotforall.comFind IoT solutions: https://marketplace.iotforall.comMore about HiveMQ: https://www.hivemq.comConnect with Barry: https://www.linkedin.com/in/barrylibert/Subscribe on YouTube: https://bit.ly/2NlcEwmJoin Our Newsletter: https://newsletter.iotforall.comFollow Us on Social: https://linktr.ee/iot4all

In this episode, Danny Clayton, Director of Sales for Electrification, Automation and Digitalization, and Bjørn Rasch, Head of Technology Management for Electrification, Automation and Digitalization, both from Siemens Energy. discuss the challenges and innovations in power systems, particularly focusing on load smoothing and stabilization in data centers. They delve into Siemens Energy's Blue Vault battery technology, its performance optimization through the Clean Grid Converter, and the importance of safety and reliability in battery systems. The conversation highlights Siemens Energy's comprehensive ecosystem approach to power generation and its applications across various industries, emphasizing the future of energy solutions.

Es ist eine Ehrung für Forschende, die bereits zu Beginn ihrer Karriere Beeindruckendes leisten: Das Werner-von-Siemens-Fellowship. Dieses Jahr wird damit unter anderem die KI-Forscherin Franziska Boenisch ausgezeichnet. Stefan Troendle im Gespräch mit Franziska Boenisch, CISPA Helmholtz-Zentrum für Informationssicherheit, Saarbrücken

Deutschlands Wirtschaft steckt in der Rezession. Aber es könnte noch viel schlimmer kommen, warnt der langjährige Siemens-Manager Kai Lucks in seinem Buch "Der Gau". Von Gerd Dehnel

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

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Zinsen runter. Siemens Energy und GE Vernova rauf. Meesho hat IPO. Delivery Hero hat strategische Optionen. Nintendo hat Speicherproblem. NVIDIA, Intel, AMD & Texas Instruments werden direkt & indirekt beschuldigt. Zahlen von: Adobe & Oracle. Bill Ackman hat mal sehr erfolgreich den Dip bei Chipotle (WKN: A0ESP5) gekauft. Beim aktuellen Dip ist sogar er raus. Was da los? SpaceX will größten IPO ever. Alphabet & Scottish Mortgage Investment Trust freut's. Bitcoin auch. ByteDance, Stripe & Co. könnten nachziehen. Wie analysiert man Krypto-Investments richtig? Das haben wir mit Julius Nagel vom sehr empfehlenswerten Alles Coin, Nichts Muss Podcast besprochen. Diesen Podcast vom 11.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

How can leaders drive meaningful AI adoption in their organizations? In this two-part episode of Digitalization Tech Talks, Jonas Norinder and Don Mack sit down with Andrea Iorio, a digital transformation expert, to explore the human side of embracing AI. From overcoming fear and distrust to empowering teams with clarity and confidence, Andrea shares key strategies to transform skepticism into engagement. As Andrea puts it,  “The future belongs to augmented humans who know how to collaborate with AI, not compete with it.”  Don't miss this insightful conversation packed with actionable takeaways on navigating the challenges of AI adoption. Show Notes: Website (Between you and AI): BETWEEN YOU AND AI (https://sie.ag/2DikPr) Website (Deep Learning.AI): Deeplearning.ai (https://sie.ag/dQA4h) Website (Siemens): Transforming Industrial AI into business value (https://sie.ag/7FKDSz) Blog (Nvidia): Siemens makes factory floors smarter with industrial AI (https://sie.ag/7K7F6u) Video (Siemens): Experience the real power of Industrial AI with Siemens (https://sie.ag/5SjCUD) Contact us: Andrea Iorio email (me@andreaiorio.com) and LinkedIn (https://www.linkedin.com/in/andreaiorio/) Don Mack email (mack.donald@siemens.com) Jonas Norinder email (jonas.norinder@siemens.com)

Patch Tuesday. Federal prosecutors charge a Houston man with smuggling Nvidia chips to China, a Ukrainian woman for targeting critical infrastructure, and an Atlanta activist for wiping his phone. The power sector sees cyber threats doubling. The new Spiderman phishing kit slings its way across the dark web. Our guest is Dick O'Brien, Principal Intelligence Analyst from Symantec and Carbon Black Threat Hunter Team, discussing “Unwanted Gifts: Major Campaign Lures Targets with Fake Party Invites.” The Pentagon unveils a killer chatbot.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Dick O'Brien, Principal Intelligence Analyst from Symantec and Carbon Black Threat Hunter Team, is discussing “Unwanted Gifts: Major Campaign Lures Targets with Fake Party Invites." Selected Reading Microsoft Patches 57 Vulnerabilities, Three Zero-Days (SecurityWeek) Google Patches Gemini Enterprise Vulnerability Exposing Corporate Data (SecurityWeek) Adobe Patches Nearly 140 Vulnerabilities (SecurityWeek) ICS Patch Tuesday: Vulnerabilities Fixed by Siemens, Rockwell, Schneider (SecurityWeek) Fortinet Patches Critical Authentication Bypass Vulnerabilities (SecurityWeek) Smuggling Ring Charged as Trump Okays Nvidia Sales to China (Gov Infosecurity) Cybersecurity in power: supply chain most vulnerable, varying confidence in resilience (Power Technology) Spiderman Phishing Kit Targets European Banks with Real-Time Credential Theft (Hackread) Hospice Firm, Eye Care Practice Notifying 520,000 of Hacks (Bank Infosecurity) Ukrainian hacker charged with helping Russian hacktivist groups (Bleeping Computer) Man Charged for Wiping Phone Before CBP Could Search It (404 Media) Pete Hegseth Says the Pentagon's New Chatbot Will Make America 'More Lethal' (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

What do employees actually want from their leaders during the holidays? In this episode, Hall of Fame keynote speaker Joe Mull, CSP, CPAE, looks at why many familiar holiday standbys—like parties, swag, and gift exchanges—don't always deliver the boost in employee engagement, morale, or workplace culture that leaders hope for. Instead, he explains how to make choices that genuinely reduce burnout, support real employee appreciation, and improve your team's quality of life during an already demanding season. Joe also shares the common missteps leaders make this time of year and how thoughtful communication can protect trust and motivation heading into the new year. If you want your people to feel valued, supported, and energized this season, this episode offers practical guidance you can put to work right away. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

In this episode, Danny Clayton, Director of Sales for Electrification, Automation and Digitalization, and Bjørn Rasch, Head of Technology Management for Electrification, Automation and Digitalization, both from Siemens Energy. discuss the challenges and innovations in power systems, particularly focusing on load smoothing and stabilization in data centers. They delve into Siemens Energy's Blue Vault battery technology, its performance optimization through the Clean Grid Converter, and the importance of safety and reliability in battery systems. The conversation highlights Siemens Energy's comprehensive ecosystem approach to power generation and its applications across various industries, emphasizing the future of energy solutions.

The PCB design world is buzzing with frustration: skyrocketing costs, forced cloud migrations, and a widening gap between free tools like KiCad and heavy enterprise suites like Xpedition, Allegro, and Altium Designer. In this frank and non-nonsense conversation, Siemens' David Haboud explains how the company is stepping up with right-sized mid-tier solutions built on the proven Xpedition technology stack that allows for scalability, affordability, and gives designers real choice as individuals and SMB teams. Join The EEcosystem Community for more free engineering Masterclasses from Eric Bogatin, resources, and member-only benefits at https://theeecosystem.com   Show Links: Siemens PCB EDA Solutions: https://eda.sw.siemens.com/en-US/pcb/ Free 30-day trial of Xpedition Standard: https://tinyurl.com/562mc8rs   Sponsor Links:

เชื่อไหมครับว่า ครั้งหนึ่งโลกของเราไม่ได้หมุนด้วยการ “ปัดหน้าจอ” แต่ขับเคลื่อนด้วยการ “กดปุ่ม” ถ้าคุณเกิดทันยุค 2000 หรือช่วงรอยต่อก่อนที่สมาร์ทโฟนจะครองเมือง คุณน่าจะจำความรู้สึกตอนนั้นได้ดี ช่วงเวลาที่เราไม่ได้มองหามือถือที่หน้าตาเหมือนกันไปหมด แต่เรามองหามือถือที่มี “คาแรคเตอร์” ระบุตัวตนของเรา ในยุคนั้น ถ้าคุณคือนักธุรกิจที่ต้องการความน่าเชื่อถือ คุณต้องพก BlackBerry ถ้าคุณเป็นวัยรุ่นสายบันเทิง รักเสียงเพลง คุณต้องมี Sony Ericsson ห้อยคอ ถ้าคุณชอบความล้ำ เทคโนโลยีเยอรมัน คุณอาจจะเป็นแฟนคลับของ Siemens หรือถ้าคุณเน้นดีไซน์แฟชั่น สวยหรูดูแพง คุณคงไม่พลาด LG แบรนด์เหล่านี้ไม่ใช่แค่ผู้ผลิตโทรศัพท์ครับ แต่พวกเขาคือ “สัญลักษณ์” ของยุคสมัย คือมหาอำนาจที่ดูเหมือนจะไม่มีวันล้มครืนลงมาได้ พวกเขาครองส่วนแบ่งการตลาด ครองใจผู้คน และมีเทคโนโลยีที่ล้ำหน้าที่สุดในเวลานั้น แต่คำถามที่น่าสนใจคือ เกิดอะไรขึ้น? ทำไมแบรนด์ที่เคยยิ่งใหญ่คับฟ้า แข็งแกร่งดั่งหินผา ถึงกลายเป็นเพียงแค่ “ความทรงจำ” ในหน้าประวัติศาสตร์เทคโนโลยี เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #ธุรกิจ #การตลาด #เทคโนโลยี #โทรศัพท์มือถือ #BlackBerry #SonyEricsson #LGMobile #SiemensMobile #บทเรียนธุรกิจ #กรณีศึกษา #ความรู้รอบตัว #ประวัติศาสตร์ #GeekStory #ดดบล็อก #Gadget #ย้อนอดีต #SmartPhone #TechHistory #geekstory #geekforeverpodcast

It began in the 1970s, with rumors rumbling from the outskirts of the American technology giant, IBM. A new chip architecture capable of revolutionary processing speeds. It was called RISC. The RISC Wars were fought over nearly 20 years, with the most intensive battles in the late 1980s and early 1990s. At its peak, it involved a mix of young chip upstarts and old giants across the world throwing around benchmark results. Sun Microsystems. MIPS Computer. PA-RISC. IBM. PowerPC. DEC Alpha. Fujitsu and NEC in Japan. Siemens and Philips in Europe. And of course, looming over them all: Intel and the burgeoning Wintel Death Machine. It was a time of shifting alliances, leaps of inspiration, wild technical claims, and the Iron Fist of Intel. Today, we delve into legends of the RISC Wars.

It began in the 1970s, with rumors rumbling from the outskirts of the American technology giant, IBM. A new chip architecture capable of revolutionary processing speeds. It was called RISC. The RISC Wars were fought over nearly 20 years, with the most intensive battles in the late 1980s and early 1990s. At its peak, it involved a mix of young chip upstarts and old giants across the world throwing around benchmark results. Sun Microsystems. MIPS Computer. PA-RISC. IBM. PowerPC. DEC Alpha. Fujitsu and NEC in Japan. Siemens and Philips in Europe. And of course, looming over them all: Intel and the burgeoning Wintel Death Machine. It was a time of shifting alliances, leaps of inspiration, wild technical claims, and the Iron Fist of Intel. Today, we delve into legends of the RISC Wars.

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

Why do employees stay loyal—and why do they walk out the door? In this episode, leadership expert Joe Mull breaks down the real reasons employees stay committed long-term, revealing what truly drives employee loyalty, retention, engagement, and workplace commitment in today's workplace. Most leaders assume loyalty is about pay, perks, or incentives. But real employee loyalty comes from deeper experiences—beliefs about purpose, trust, leadership integrity, and whether a company genuinely cares about its people. Joe explains how these experiences shape retention, influence turnover, and determine whether employees feel connected enough to stay for the long haul. You'll learn how leaders and organizations can build loyalty by creating meaningful work experiences, demonstrating strong organizational values, and supporting employees as whole human beings—not just workers. Joe shares stories, examples, and practical insights that help leaders strengthen culture, reduce turnover, and activate commitment on their teams. If you're trying to improve employee retention, build a loyal workforce, or create a healthy, high-trust workplace culture, this episode gives you a clear roadmap for becoming the kind of leader people believe in—and choose to stay with. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

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

Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we'll explore the latest advances and strategic moves shaping the industry, providing you with insights into how these developments might influence drug development and patient care.The pharmaceutical and biotech sectors are currently experiencing a wave of transformative changes. A significant development is the trade agreement between the United States and the United Kingdom, which excludes medicines from import tariffs. This strategic move, orchestrated by the Trump administration, is set to reduce costs and bolster investments in pharma sectors across both nations. By enhancing market accessibility, it aims to stimulate cross-border investment in pharmaceutical research and production.On the clinical front, Eli Lilly is making headlines by joining Novo Nordisk in reducing self-pay prices for its GLP-1 receptor agonist, Zepbound. This reflects a broader industry trend towards patient-centric pricing models aimed at improving affordability. With healthcare costs on the rise, these measures could ease financial burdens for patients requiring long-term medication regimens.Regulatory updates are also making waves, with the FDA planning stricter vaccine regulations under Dr. Vinay Prasad's leadership at the Center for Biologics Evaluation and Research (CBER). These updates come amid concerns over vaccine safety during COVID-19-related incidents, underscoring a commitment to maintaining public trust in vaccines. Regulatory scrutiny continues as Prasad focuses on COVID-19 vaccine safety in children amid reports linking 10 child deaths to vaccines via VAERS—emphasizing challenges interpreting safety data while highlighting the need for robust methodologies ensuring reliable causality conclusions.In corporate restructuring news, Valneva is streamlining its operations by closing a site and eliminating 30 roles. This move highlights an industry focus on optimizing resources to bolster vaccine development pipelines. Meanwhile, Microsize and Schedio's acquisition of Lonza's Swiss micronization plant underscores ongoing investments in advanced manufacturing technologies critical for high-quality pharmaceuticals.In ophthalmology, Belite Bio is advancing with promising Phase 3 results for tinlarebant in treating Stargardt disease—a rare genetic eye disorder. This success positions Belite to file for FDA approval, potentially expanding treatment options for this underserved patient population. Such advancements in targeted therapies emphasize the need for ongoing research in genetic disorders.Regeneron is betting $150 million on Tessera's gene writing technology targeting alpha-1 antitrypsin deficiency (AATD). This collaboration highlights the industry's growing interest in gene therapy as a frontier for treating rare diseases, marking a shift towards precision medicine where tailored genetic interventions offer hope for previously untreatable conditions. Regeneron's strategic move investing $275 million partnering with Tessera exploring gene editing capabilities—focusing on TSRA-196 targeting the SERPINA1 gene linked to AATD showcases potential advancing therapeutic options for genetic disorders through gene editing technologies offering new disease treatment avenues.AI-driven platforms were spotlighted at RSNA 2025 by industry leaders such as GE Healthcare, Philips, and Siemens. These innovations promise to revolutionize radiological workflows by enhancing diagnostic accuracy and operational efficiency through AI integration. As AI continues to permeate healthcare technologies, its potential to transform diagnostic processes marks a significant leap towards personalized medicine.Akebia Therapeutics' acquisition ofSupport the show

Jay Siemens is a YouTube fishing influencer from Kenora, Ontario. He joins the JMO Podcast for this episode to chat about some of his recent content as well as offer some great insights for choosing a Canadian ice fishing destination. I often describe Jay as having a PhD in knowing the ins and outs of Canadian fishing destinations so there's really no one else I'd rather listen to when it comes to learning about this topic. Check out his YouTube channel at the link below.OnX Fish - https://www.onxmaps.com/fish/app PROMO CODE: “JMO” for 20% offZulauf Construction - https://www.zulaufconstruction.com701-630-0197Tamarack Island Wilderness Lodge - http://www.tamarackislandwildernesslodge.comYouTube Channel - https://www.youtube.com/@JaySiemens

How do you keep employees engaged when the holiday season brings stress, fatigue, and emotional overload? In this episode of Boss Better Now, leadership expert Joe Mull, CSP, CPAE, breaks down what leaders must do to sustain motivation, effort, and commitment during the most hectic time of the year. Discover why engagement often dips in November and December—and how to counter it by doubling down on what drives commitment all year long: purpose, recognition, compassion, and true leadership presence. Joe shares practical strategies for helping employees manage difficult customers, stay connected to meaning, and navigate personal stress without losing their spark at work. Whether you're leading a team of five or five hundred, this episode equips you with actionable leadership tools to maintain engagement, boost morale, and cultivate a workplace where people feel seen, supported, and committed—even in the busiest season of the year. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

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This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to⁠ outcomesrocket.com Breakthroughs don't happen in silos; they happen through collaboration. In this episode, Komeil Nasrollahi, Senior Director of Innovation and Venture Partnerships at Siemens Healthineers, discusses how the company combines 180 years of engineering excellence with startup-driven innovation to accelerate the transformation of healthcare. He explains why seamless clinical workflow integration is essential for any new technology to succeed. He shares lessons learned from evaluating emerging AI and diagnostic tools, including the importance of aligning the perspectives of enterprises, startups, and clinicians. He also highlights why digital twins and personalized medicine will redefine how patients are diagnosed and treated. Tune in to explore the future of healthcare innovation! Resources: Connect with and follow Komeil Nasrollahi on LinkedIn. Follow Siemens Healthineers on LinkedIn and explore their website!

Are your employees really lazy—or just not engaged? In this episode, Hall of Fame keynote speaker Joe Mull, CSP, CPAE, explains why labeling employees as “lazy” misses the real issue and what leaders can do instead to spark motivation, effort, and engagement. Discover how to turn low effort into high performance by creating the conditions for commitment—through meaningful work, purpose, strengths, and belonging. Joe breaks down proven strategies for giving effective feedback, building trust, and cultivating a workplace where people care, try, and give their best. Learn practical leadership tools to improve employee motivation, team performance, and workplace culture in today's ever-changing world of work. To subscribe to Joe Mull's BossBetter Email newsletter, visit https://BossBetterNow.com For more info on working with Joe Mull, visit https://joemull.com For more info on Boss Hero School, visit https://bossheroschool.com To email the podcast, use bossbetternow@gmail.com #transformativeleadership #workplaceculture #companyculture #talentretention #employeeengagement #employeeretention #bossheroschool #employalty Joe Mull is on a mission to help leaders and business owners create the conditions where commitment takes root—and the entire workplace thrives. A dynamic and deeply relatable speaker, Joe combines compelling research, magnetic storytelling, and practical strategies to show exactly how to cultivate loyalty, ignite effort, and build people-first workplaces where both performance and morale flourish. His message is clear: when commitment is activated, engagement rises, teams gel, retention improves, and business outcomes soar. Joe is the founder of Boss Hero School™ and the creator of the acclaimed Employalty™ framework, a roadmap for creating thriving workplaces in a new era of work. He's the author of three books, including Employalty, named a top business book of the year by Publisher's Weekly, and his popular podcast, Boss Better Now, ranks in the top 1% of management shows globally. A former head of learning and development at one of the largest healthcare systems in the U.S., Joe has spent nearly two decades equipping leaders—from Fortune 500 companies like State Farm, Siemens, and Choice Hotels to hospitals, agencies, and small firms—with the tools to lead better, inspire commitment, and build more humane workplace cultures. His insights have been featured in The Wall Street Journal, Forbes, Harvard Business Review, and more. In 2025, Joe was inducted into the Professional Speakers Hall of Fame (CPAE). This is the speaking profession's highest honor, a distinction granted to less than 1% of professional speakers worldwide. It's awarded to speakers who demonstrate exceptional talent, integrity, and influence in the speaking profession For more information visit joemull.com.

Mike Siemens, Director of Performance Science at Canyon Ranch, explains how performance science helps people train for what really matters—from lifting a suitcase to hiking at 90. He breaks down the importance of VO2 max, zone 2 training, and strength work, particularly for those over 50. Mike offers clear, actionable strategies for balancing recovery, building functional strength, and staying consistent. This is a highly informative episode for anyone who wants to age with power, purpose, and precision.How long will you live? Take our quiz today to find out at ageist.com/longevity-quiz!Special Thanks to Our SponsorsLMNT Electrolytes: Our #1 electrolytes for optimal hydration. Get a free 8-count Sample Pack of LMNT's most popular drink mix flavors with any purchase by using our link here. Find your favorite LMNT flavor, or share with a friend.Our Place: The top cookware brand for non-toxic, PFA-free pots and pans. Make the switch today. Plus, Our Place is having their biggest sale of the year right now! Save up to 35% sitewide now through January 12th. Head to fromourplace.com/AGEIST to see why more than a million people have made the switch to Our Place kitchenware.Maui Nui: The cleanest, most nutrient-dense red meat out there—high in protein, rich in antioxidants, and ethically harvested. Their new, subscription-only ‘Ohana Reserve Aged Cuts are aged for 14 days to make for unforgettable flavor, plus their to-go venison sticks are perfect for healthy snacking. Right now, Maui Nui is offering a free 12-pack of their jerky sticks with your first order of $79 or more. Just go to mauinuivenison.com/ageist to grab yours.Key Moments"Be an exercise participant, not an exercise perfectionist.""VO2 max is your aerobic horsepower—your body's ability to bring oxygen to your muscles.""If you want to age in a healthy way, you've got to lift weights. End of story, full stop."Connect with Mike SiemensJoin David and Mike at Super Age x Canyon Ranch Longevity8Canyon Ranch TusconConnect with AGEISTNewsletterInstagramWebsiteLinkedInClick Here for the full interview transcript.Say hi to the AGEIST team!

Patch Tuesday. Google sues a “phishing-as-a-service” network linked to global SMS scams, and launches “private ai compute.” Hyundai notifies vehicle owners of a data breach.  Amazon launches a bug bounty program for its AI models. The Rhadamanthys infostealer operation has been disrupted. An initial access broker is set to plead guilty in U.S. federal court. Our guest is Bob Maley, CSO from Black Kite, discussing a new AI assessment framework. “Bitcoin Queen's” $7.3 billion crypto laundering empire collapses. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On our Industry Voices segment, we are joined by Bob Maley, CSO from Black Kite, discussing a new AI assessment framework. You can hear Bob's full conversation here. Selected Reading Microsoft Fixes Windows Kernel Zero Day in November Patch Tuesday (Infosecurity Magazine) Chipmaker Patch Tuesday: Over 60 Vulnerabilities Patched by Intel (SecurityWeek) ICS Patch Tuesday: Vulnerabilities Addressed by Siemens, Rockwell, Aveva, Schneider (SecurityWeek) Adobe Patches 29 Vulnerabilities (SecurityWeek) High-Severity Vulnerabilities Patched by Ivanti and Zoom (SecurityWeek) Google launches a lawsuit targeting text message scammers (NPR) Private AI Compute: our next step in building private and helpful AI (Google) Hyundai confirms security breach after hackers access sensitive data (CBT News) Amazon rolls out AI bug bounty program (CyberScoop) Rhadamanthys infostealer disrupted as cybercriminals lose server access (Bleeping Computer) Russian hacker admits helping Yanluowang ransomware infect companies (Bitdefender) $7.3B crypto laundering: ‘Bitcoin Queen' sentenced to 11 Years in UK (Security Affairs) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices