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The Uptime Wind Energy Podcast
North Sea Summit, Vineyard Wind Back to Work

The Uptime Wind Energy Podcast

Play Episode Listen Later Feb 3, 2026 31:35


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

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

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 4, 2025 27:32


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

The Uptime Wind Energy Podcast
The 2025 Uptime Thanksgiving Special

The Uptime Wind Energy Podcast

Play Episode Listen Later Nov 27, 2025 35:33


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

MinterEllisonRuddWatts
Tech Suite | Supporting smooth business transitions

MinterEllisonRuddWatts

Play Episode Listen Later Nov 16, 2025 13:56


Send us your feedback In this episode, Partner Tom Maasland and Senior Solicitor Abbey James from our Technology team unpack Transitional Services Agreements (TSAs), a critical yet often overlooked component of business transitions, offering both legal and practical insights to help navigate them with confidence.[00:50] Tom and Abbey discuss the fundamentals of TSAs, explaining what they are, the services they typically cover, and how they help buyers “keep the lights on” and maintain business continuity during the transition to full operational independence after a purchase.[02:08] Abbey and Tom explore what should be included (and excluded) in a TSA, noting that these decisions largely depend on the complexity of the business being sold and the extent to which its IT systems are intertwined[04:14] They canvas the key features of TSAs and highlight some common legal pitfalls. Tom emphasises that TSAs are not profit-making arrangements, so fees are typically structured as fixed or cost-plus. Abbey adds that buyers should also manage expectations around service delivery, noting that TSAs are designed to ensure continuity, rather than service excellence.[07:12] They discuss termination, liability, and governance emphasising the need for clear exit plans, fair liability caps, and thought-out governance structures. Tom notes that defining IP ownership and licensing during the TSA is critical to avoid disputes, especially when shared technology is involved.[09:08] Tom considers the tech entanglement risks, explaining how today's cloud based, and subscription-based software models impose significant licensing restrictions that can delay transitions and inflate costs. He notes that reviewing licence terms and divestment rights early is essential to avoid costly surprises.[10:26] They round out the episode sharing their top tips for building a successful TSA, starting with engaging early, well before the sale and purchase agreement is signed. They highlight the importance of clearly defining the scope, identifying third-party and staffing risks, managing data safely through technical (not just contractual) measures, and planning ahead for stranded assets. Information in this episode is accurate as at the date of recording, 24 October 2025. Please contact Tom Maasland or our Technology team if you need legal advice and guidance on any of the topics discussed in the episode.Don't forget to rate, review or follow MinterEllisonRuddWatts wherever you get your podcasts. You can also email us directly at techsuite@minterellison.co.nz and sign up to receive technology updates via your inbox here. For show notes and additional resources visit minterellison.co.nz/podcasts

M&A Science
Mastering Carve-Out Transactions with Keith Crawford

M&A Science

Play Episode Listen Later Nov 10, 2025 58:07


Keith Crawford, Global Head of Corporate Development and M&A at State Street Corporation Keith Crawford, Global Head of Corporate Development and M&A at State Street Corporation, brings over 20 years of expertise executing some of the most intricate custody business carve-outs in financial services. In this episode, Keith breaks down the realities of carve-out transactions—from proactive deal sourcing and dependency mapping to navigating TSAs and post-close integration. He shares hard-won lessons on avoiding common pitfalls like scope creep, third-party contract renegotiations, and employee retention challenges that can derail even the most promising deals. Things You'll Learn Why carve-out transactions demand bespoke approaches: No two deals are alike—discover how to identify the 20% of unknowns that templates can't capture and build flexibility into your diligence process. How to source carve-out opportunities proactively: Learn State Street's strategy for targeting custody business carve-outs, including the "why us" narrative and who to approach (hint: not the business unit leader). The integration secrets that prevent deal failure: From embedding integration experts early in diligence to managing employee retention and TSA timelines, Keith reveals how to align synergy assumptions with operational reality. ____________________ Share Your M&A Experience for the Chance at $500 Giftcard M&A moved fast in 2025. But what actually changed? We're collecting real insights from practitioners—not consultants on the sidelines—to understand how corp dev teams, PE firms, and advisors are adapting. Takes 10 min. Get early access to results + chance at $500 gift card. Share your experience: https://hubs.ly/Q03Rr89G0 ____________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work.  This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better.  Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225 _______________ Episode Chapters: [00:03:30] From Accountant to M&A Leader – Keith's journey from audit to becoming a dealmaking general contractor [00:06:00] The General Contractor Mindset – Why successful M&A requires orchestrating expert teams across tax, operations, IT, and risk [00:06:30] The 80/20 Rule of Carve-Outs – Why templates work for most deals but the 20% whitespace requires bespoke analysis [00:10:00] Third-Party Contract Landmines – How change-of-control provisions can blow up your valuation assumptions [00:16:00] Building Strategic Alignment Early – Embedding integration experts into diligence to bridge deal models with operational reality [00:23:00] Proactive Deal Sourcing Strategy – State Street's approach to targeting custody business carve-outs with a clear "why us" narrative [00:35:00] Leveraging Banker Networks Strategically – How mid-tier investment banks often have better contacts for carve-out opportunities [00:48:00] Culture Preservation in Integration – Lessons from the Charles River acquisition on maintaining employee morale and retention [00:52:30] Major Deal Breakers – The two red flags that cause State Street to walk away from carve-out transactions [00:55:00] The Craziest M&A Moment – A hospital room negotiation that almost derailed a major international carve-out ____________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

Gott Snack sport
158. Mats obegripliga låtsas-spanska

Gott Snack sport

Play Episode Listen Later Mar 19, 2025 62:08


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

Kvartal
Inläst: Folksjukdomen som Sverige inte låtsas om

Kvartal

Play Episode Listen Later Dec 2, 2024 11:02


Från svenska myndigheter och politiker är det nästan knäpptyst om postcovid, men många studier visar på stora kostnader och ett utbrett lidande av sjukdomen. Har det gått prestige i frågan, undrar Staffan Danielsson, som själv har fått diagnosen. Han menar att alla skulle vinna på åtgärder som luftrening, vaccin och bättre kunskaper. Inläsare: Magnus Thorén

sverige inte inl tsas magnus thor
Dumma Människor
FREDAGSFRÅGAN: Min partner är en drömmare som aldrig förverkligar något. Ska jag låtsas tro på hans snack?

Dumma Människor

Play Episode Listen Later Nov 8, 2024 22:53


Skicka din egen fredagsfråga till dummamanniskor@gmail.com. Vill du slippa reklamen? Prenumerera på Dumma Människor för 19 kr/månaden (ink moms). https://plus.acast.com/s/dummamanniskor. Hosted on Acast. See acast.com/privacy for more information.

Morgansoffan
39. Det mänskliga i att göra bort sig – och sen låtsas vara utländsk. (kort teaser)

Morgansoffan

Play Episode Listen Later Sep 25, 2024 12:15


* Morgan och David sänder från sin HÖSTTURNÉ (info nedan)David har gjort bort sig. Morgan är skyldig David en ursäkt. Hotellfrukostars olösta problematik. Förunderliga fakta-håven. MorganQuizet: Tävlingen med det krångliga namnet. Höstturné ”Det blir nog trevligt” SHOW med Morgan Larsson och David Urwitz. 26/9 House of Possibilitas Göteborg28/9 Folkets hus Lidköping 2/10 Folkets hus Sandviken 3/10 Folkets hus Söråker 4/10 Folkets hus Bräcke 5/10 Folkets hus Iggesund 12/10 Folkets hus Ulricehamn För biljetter: https://www.folketshusochparker.se/evenemang/scen/det-blir-nog-trevligt/ Vill du ha tillgång till hela Morgansoffan, alltså varje avsnitt, inte bara varannat, gå in på underproduktion.se/morgansoffan Där kan du enkelt logga in och skaffa en prenumeration. Den kostar 39 kronor i månaden och då slipper man reklamen också.Det är enkelt att skaffa prenumerationen, men skulle du ändå undra något, mejla support@underproduktion.se för snabb hjälp.Eller kontakta Morgansoffan på Facebook, Instagram eller morgansoffan@gmail.comLyssnar du via poddapp kan du lätt lägga in podden i appen och lyssna som du brukar. Eller så kan du lyssna från underproduktion.se/morgansoffan.Morgan Larsson: https://www.instagram.com/den_morgan_larsson/Petra Revenue: https://petrarevenue.n.nu/David Urwitz: https://davidurwitz.se/Morgansoffan på Sociala medier: https://www.instagram.com/morgansoffan/https:// www.facebook.com/morgansoffan Morgansoffan spelas in på Svenska Grammofonstudion i Göteborg och är en del av Underproduktion. Ha det bäst! Stort Tack för att du lyssnar! / Morgan och hela soffgruppen

house eller vara kort bort sociala det m folkets sandviken lidk tsas stort tack morgan larsson iggesund petra revenue
This is 40!
#209 Är allt på låtsas?

This is 40!

Play Episode Listen Later May 26, 2024 64:11


Karin Bastin och Isabelle Monfrini medelålderskrisar. Häng med!

allt tsas
Livet på lätt svenska
#59 Ogräs, låtsas och 1177

Livet på lätt svenska

Play Episode Listen Later May 14, 2024 23:36


Vi har rensat ogräs - och ätit det. Isabelle upptäcker att långa och korta ljud inte bara finns i fantasin, och vi svarar på en lyssnarfråga: Vad säger de i telefonen, när man ringer 1177? Ordlista: sinnet rensa ogräs plocka gödsla ha det på tungan kirskål löktrav låtsas långsökt ringrostig busringning gäller livshotande tillstånd gjort illa sig koloskopi

tsas
Golf podcast - Jakten på den perfekta golfbanan

Snart börjar Masters och det slår oss att golfare är ett tåligt släkte som 14 dagar innan årets stora golfhändelse inte vet vem som visar tävlingen, visst är det märkligt?Om detta och mycket mer!Trevlig lyssning!Jens och Johan Hosted on Acast. See acast.com/privacy for more information.

Kvartal
Fredagsintervjun: Att låtsas att volymer inte spelar roll var helt galet

Kvartal

Play Episode Listen Later Mar 29, 2024 29:06


Den tidigare generaldirektören för Migrationsverket Mikael Ribbenvik Cassar intervjuas av Jörgen Huitfeldt. Han är långvägaren som till sist fick leda hela myndigheten. Och under sitt kvartssekel på Sveriges mest utskällda myndighet har han varit med om flera svängningar: Från "järnkäkarna" på Statens invandrarverk som utgick från att alla asylsökande ljuger om allt till de vidöppna gränserna 2015. – Migrationsfrågan är underskattad. Den har fortfarande kraften att hjälpa och stjälpa regeringar, säger han.

inte sveriges helt spelar statens galet tsas huitfeldt migrationsfr
Fredagsintervjun
Att låtsas att volymer inte spelar roll var helt galet

Fredagsintervjun

Play Episode Listen Later Mar 29, 2024 29:06


Den tidigare generaldirektören för Migrationsverket Mikael Ribbenvik Cassar intervjuas av Jörgen Huitfeldt. Han är långvägaren som till sist fick leda hela myndigheten. Och under sitt kvartssekel på Sveriges mest utskällda myndighet har han varit med om flera svängningar: Från "järnkäkarna" på Statens invandrarverk som utgick från att alla asylsökande ljuger om allt till de vidöppna gränserna 2015. – Migrationsfrågan är underskattad. Den har fortfarande kraften att hjälpa och stjälpa regeringar, säger han.

inte sveriges helt spelar statens galet tsas huitfeldt migrationsfr
Space Connect Podcast
Analysing the US–Australia launch deal

Space Connect Podcast

Play Episode Listen Later Mar 7, 2024 24:27


Late last year, the US and Australia signed a landmark deal that will allow more US rockets to blast off from Australian spaceports. However, the full text of the Technology Safeguards Agreement (TSA) was only recently released to Australian industry for its feedback. In this episode, Joel Lisk, a research associate in space law at Flinders University, talks through what the deal means. He also explains how it differs from similar TSAs agreed between the US and other nations.

TerraSpaces
TSAS to the MOON

TerraSpaces

Play Episode Listen Later Feb 29, 2024 56:20


Today on the Ether we have DGanjaBaba hosting a discussion on TSAS to the Moon! You'll hear from De3ngineer, CrazyJackCool20, and more! Recorded on February 29th 2024. Make sure to check out the newest tracks from Finn and the RAC FM gang over at ImaginetheSmell.org! The majority of the music at the end of these spaces can be found streaming over on Spotify, and the rest of the streaming platforms. Thank you to everyone in the community who supports TerraSpaces.

Säg Det Bara
Är det okej att låtsas sova, för att slippa myset?

Säg Det Bara

Play Episode Listen Later Jan 17, 2024 90:05


I veckans avsnitt diskuterar vi att påbörja mys men somna under akten, minnen från förr och hur babygirl musik kunde få ens känslor att bli starkare för ens baby, ifall normen att begära faderskapstest behöver vara så provocerande, hur FN borde har slutat fylla en funktion och Sveriges konstanta krigshets, ”jag har en vän som” samt mycket mer!Skrattar ni inte gott får ni pengarna tillbaka!Glöm inte att följa oss på instagram @Sagdetbara och bidra med lyssnarfrågor och dilemman.Support till showen http://supporter.acast.com/sagdetbara. Hosted on Acast. See acast.com/privacy for more information.

acast sveriges fn okej sova tsas slippa skrattar
Morgonpasset i P3 – Gästen
Branne Pavlovic: ”Brukar busringa och låtsas att jag är från polisen”

Morgonpasset i P3 – Gästen

Play Episode Listen Later Dec 6, 2023 23:05


Sveriges näst roligaste man, komikern Branislav Pavlovic, recenserar årets julkalender och vi snackar julfilmer - vad ÄR ingredienserna i en bra julfilm? Han ber om ursäkt för en busringning han gjort till redaktionen, hur ofta prankar han egentligen folk? Lyssna på alla avsnitt i Sveriges Radio Play. Programledare: David Druid och Margret Atladottir

P4 Extra – Gästen
Jonathan Johansson: Jag har ingen stor lust att låtsas

P4 Extra – Gästen

Play Episode Listen Later Nov 21, 2023 17:04


Så Mycket Bättre-aktuella Jonathan Johansson kallar sig själv för Sveriges obekvämaste artist när det kommer till intervjuer. Han kan lajva fram ett intresse för såna saker, men sysslar allra helst bara med musiken. Lyckligtvis tycker han att Titti är en normal människa så det blir ändå ganska bekvämt den här gången. Han berättar också mer om vårens kommande turné, när Molly Sandén snodde hans låt och mycket mer! Lyssna på alla avsnitt i Sveriges Radio Play.

Hemligheterna Bakom Att Älska Sig Själv
905 - Sluta att låtsas vara någon annan!

Hemligheterna Bakom Att Älska Sig Själv

Play Episode Listen Later Nov 19, 2023 24:31


Den du är är en unik frekvens av den högsta intelligensen och så länge du inte tillåter dig att vara du känner du inte tillfredställelse. Det är det de här avsnittet handlar om. KUUUUL ATT DU ÄR HÄÄÄÄR!! DU ÄR VÄRD ATT ÄLSKAS! Har du frågor eller funderingar tveka inte att höra av dig till Marika på… Mail: info@varamedveten.se Hemsida: http://www.marikatapper.se YouTube Kanal: https://www.youtube.com/@MarikaTapper Facebook: https://www.facebook.com/baramig.se Instagram: https://www.instagram.com/marika.tapper --- Send in a voice message: https://podcasters.spotify.com/pod/show/marika-tapper/message

Kvartal
Fredagsintervjun: Mäktiga mobbare som låtsas vara underdogs

Kvartal

Play Episode Listen Later Oct 27, 2023 40:59


Woke-kritikern, satirikern och författaren Andrew Doyle intervjuades live under Kvartals höstmiddag av Jörgen Huitfeldt. Han har tagit strid mot woke-aktivisterna med det vapen som de enligt honom hatar mest av allt – humor. Enligt Andrew Doyle har en ny religion skaffat sig enorm makt: Kritisk social rättvisa, eller som det ofta kallas, woke. Där ställs gruppidentitet framför individens frihet. Och de som inte ansluter sig till dogmerna mobbas ut ur den offentliga debatten, säger Andrew Doyle som menar att tankegodset är ett hot mot den liberala demokratin.

woke underdogs vara kritisk andrew doyle tsas huitfeldt mobbare kvartals
Fredagsintervjun
Mäktiga mobbare som låtsas vara underdogs

Fredagsintervjun

Play Episode Listen Later Oct 27, 2023 40:59


Woke-kritikern, satirikern och författaren Andrew Doyle intervjuades live under Kvartals höstmiddag av Jörgen Huitfeldt. Han har tagit strid mot woke-aktivisterna med det vapen som de enligt honom hatar mest av allt – humor. Enligt Andrew Doyle har en ny religion skaffat sig enorm makt: Kritisk social rättvisa, eller som det ofta kallas, woke. Där ställs gruppidentitet framför individens frihet. Och de som inte ansluter sig till dogmerna mobbas ut ur den offentliga debatten, säger Andrew Doyle som menar att tankegodset är ett hot mot den liberala demokratin.

woke underdogs vara kritisk andrew doyle tsas huitfeldt mobbare kvartals
Extra med Calle Schulman
Att låtsas gå på toa och dra för att inte såra.

Extra med Calle Schulman

Play Episode Listen Later Oct 2, 2023 38:01


Kul! Om min match med ett nyhetsankare. Vad händer nu? Och om det öppna brevet som kom till mig i en svag stund. Vad skulle jag avrättas för? Grejer killar gör är tillbaka i högform ju. Och det roliga i nassar. Hosted on Acast. See acast.com/privacy for more information.

acast inte kul grejer tsas
Det politiska spelet
492: Regeringen låtsas vilja samarbeta

Det politiska spelet

Play Episode Listen Later Sep 14, 2023 40:03


Ulf Kristersson sträcker ut en hand till oppositionen som inte betyder något. Lyssna på alla avsnitt i Sveriges Radio Play. Riksmötets öppnande var en i vanlig ordning en högtidlig tillställning men den efterföljande regeringsförklaringen bjöd på få nyheter. Riksdagsårets första partiledardebatt levererade däremot rubriker, inte minst Magdalena Anderssons debattinlägg riktade mot SD:s Richard Jomshof.Gängkriminaliteten blev av naturliga skäl ett stort debattämne och statsminister Ulf Kristersson sträckte återigen ut en hand till oppositionen om samarbete. Frågan är bara om han menar det på riktigt.Från hjälmar till JASVi pratar också om planerna på att skicka svenskt stridsflyg till Ukraina. Det rör på sig i frågan på regeringskansliet och nu börjar det allt mer likna en fråga om NÄR snarare än OM. Finns det några hinder kvar för att skicka Jas Gripen till Ukraina? Och hur påverkar Turkiet processen?Medverkande: Fredrik Furtenbach och Helena Gissén, inrikespolitiska kommentatorer på Ekot samt Mats Eriksson, försvarspolitisk reporter på Ekot.Programledare: Parisa HöglundProducent: Viktor MattssonTekniker: Susanne Martinsson

P4 Extra – Gästen
Lida Starodubtseva: Ryssland försöker fejka en normalitet och låtsas att allt är som vanligt

P4 Extra – Gästen

Play Episode Listen Later Aug 18, 2023 17:18


Under 20 år har Lida Starodubtseva översatt böcker från svenska till hemspråket ryska. Nu har hon skrivit sin första egna bok, på svenska, och i den återvänder Lida Starodubtseva till ryska Karelen och sin mormor som blev gripen och torterad. Och berättar om Ryssland som fejkar en normalitet och där majoriteten väljer att svälja propagandan. Lyssna på alla avsnitt i Sveriges Radio Play.

Skilsmässopodden
363. 100% KONFLIKTRÄDD – han sopar under mattan och låtsas hålla med

Skilsmässopodden

Play Episode Listen Later Aug 3, 2023 45:36


När semestern blir droppen… & Svärmor pikar mig, ska jag konfrontera? & Ilskeutbrotten fick mig att lämna, nu saknar jag hans fina sidor & Bör chefen få veta att jag skiljer mig? Hosted on Acast. See acast.com/privacy for more information.

acast sv mattan tsas konfliktr
Dubbelliv
Rik på låtsas

Dubbelliv

Play Episode Listen Later Aug 1, 2023 33:44


* Det här är ett gammalt avsnitt från Podme. För att få tillgång till Podmes alla premiumpoddar samt fler avsnitt från den här podden, helt utan reklam, prova Podme Premium kostnadsfritt. Ladda ned i Appstore eller Google Play. * Victor har en ny lyxig bil, han tycker om fina middagar och att skämma bort sin flickvän. Men så fort han får en stund för sig själv, på nätterna när flickvännen sover bredvid honom, väcks en annan Victor. För på telefonen finns spelandet alltid tillgängligt. Under hela sitt vuxna liv har han tagit lån och krediter, jagat förluster. Hur länge kan han dölja spelmissbruket?

men google play app store ladda podme tsas podme premium podmes
Eat Sleep Reality
125. Trekanter på skojj eller låtsas?

Eat Sleep Reality

Play Episode Listen Later Jul 2, 2023 29:43


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

Insikter från utsikter
132. Maja Rung - att låtsas max!

Insikter från utsikter

Play Episode Listen Later Jun 7, 2023 65:59


Maja Rung är tjejen från Lorensberg i Karlstad som via teater på Stockfallet tog sig till skådespelarutbildning i Göteborg och som sedan slog igenom i TV-serien Andra Avenyn. Nu är hon sedan många år färdigutbildat skådespelare och fast anställd på Stadsteatern i Stockholm. Kan man vara en skådespelare utan karriärsmål, hur vet man om man spelat hemmamatch eller bortamatch i fotboll, är man ett barn om man har en hobby, är livet är jättelångt. Är fantasi något nytt man hittar på eller bara ett ihopplock av gamla minnen. Hur ska man släppa tyglarna ovh tillämpa tillit för att nå fokus och må bra. Detta och mycket mer kommer här, men först - hur vet man om man sitter bra,

The Drug Discovery World Podcast
How a target safety assessment supports the drug development process

The Drug Discovery World Podcast

Play Episode Listen Later Apr 17, 2023 13:04


In the latest sponsored DDW Sitting Down With podcast Professor Ruth Roberts, Co-Founder ApconiX and Claire Sadler, Project Toxicologist, discuss the benefits of carrying out a target safety assessment (TSA) during drug discovery and development whenever a biological target is going to be modulated. The speakers outline how TSAs can be used throughout the drug discovery and development pathway and offer examples of best practice and potential next steps. Listen now. 

TerraSpaces
NFT Happy Hour with TSAS and WFC

TerraSpaces

Play Episode Listen Later Apr 6, 2023 49:31


Today on the Ether we have NFT Happy Hour hosted by Cosmos Joe and María featuring The Space Ape Society and Women From Cosmos. You'll also hear from Signal, and more! Recorded on April 6th 2023. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
GraviDAO Stargaze Campaign with TSAS and Stoned Island

TerraSpaces

Play Episode Listen Later Mar 29, 2023 54:55


Today on the Ether we have GraviDAO hosting a chat about their Stargaze campaign. You'll hear from The Space Ape Society, Stoned Island, Rekt Vee, Rebels NFT, and more! Recorded on March 29th 2023. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

Women on the Verge of a Financial Breakthrough
Season 2, Episode 12: Women on the Verge of Doing Their Taxes

Women on the Verge of a Financial Breakthrough

Play Episode Listen Later Mar 10, 2023 58:04


Taxes. Ugh. Whoops. I mean: What a great opportunity to save money and pay your fair share! Many of us never learned how to take advantage of different strategies to avoid paying overly high taxes because we started out not making enough to have any money to protect. But, we have to learn all this stuff to build our wealth and be smart with our income. No matter how painful it is. Oh, and what the hell is a capital gain?In this episode, Sara and Caitlin grill Austin-based CPA Erica Fink who works for Mangold Anker Phillips, a professional accounting firm, about all the ways we can take advantage of tax saving programs and strategies. We promise there are only a few references to the tax code.Erica tells us the one thing a woman on the verge of a financial breakthrough can do to level up her tax planning game through taking advantage of employer-supported retirement account matches, HSAs, FSAs and TSAs. Just kidding about the last one. It's hard to make taxes fun. We promise you'll learn something and it's the least boring version of tax learning that it could possibly be.Oh! And do you have a passive income story? A success? A failure? Tell us about it in a voice memo and e-mail it to: womenonthevergepodcast@gmail.comAsk us your dumb investing and finance questions for Season 2 on our Ask Us page! This episode was edited by our co-producer Kelly West. Music by Bad Bad Hats and Devmo.

TerraSpaces
The Space Ape Society Humans Mint

TerraSpaces

Play Episode Listen Later Feb 6, 2023 145:35


Today on the Ether we have TSAS hosting a space during their Humans mint on Stargaze. You'll hear from OSB, Harry, Cosmos Joe, Tizzle, Corporate AmanDAO, WiseIntelligent.stars, PS Labs, Stoned Island, The Network, TheJefe420, and more! Recorded on February 6th 2023. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
Rekt Gang X TSAS: The Humans are Coming!

TerraSpaces

Play Episode Listen Later Jan 30, 2023 84:24


Today on the Ether we have the Rekt Gang hosting the Space Ape Society for an AMA and discussion about their new Humans collection. You'll hear from Tizzle, OSB, and more! Recorded on January 30th 2023. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

Skilsmässopodden
335. MIN MAN LÅTSAS ATT JAG INTE FINNS – ”tiger om mig inför andra kvinnor”

Skilsmässopodden

Play Episode Listen Later Jan 26, 2023 42:49


Att hantera ett sexliv som går på rutin & Konsten att spela kränkt & Särboinspiration från M&M Hosted on Acast. See acast.com/privacy for more information.

TerraSpaces
TSAS: The Humans are Coming

TerraSpaces

Play Episode Listen Later Jan 9, 2023 81:23


Today on the Ether we have The Space Ape Society hosting a space discussing their upcoming plans for the Humans. The humans are coming! You'll hear from Flight Force 4, Sven, María, Bbandz, OSB, WolfmanKnows, Sunnyside Reapers NFTs, Stoned Island, Planetsofcosmos.stars, 3041: A Space Ape Saga, and more! Recorded on January 9th 2023. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
TSAS X Ark Protocol AMA

TerraSpaces

Play Episode Listen Later Dec 15, 2022 73:50


Today on the Ether we have the Ark Protocol AMA hosted by the Space Ape Society. You'll hear from Mr_T, Crypto___Scotty, Rekt Vee, WolfmanKnows, Stoned Island, JGnft, Art3miX, and more! Recorded on December 15th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
TSAS X Stargaze AMA

TerraSpaces

Play Episode Listen Later Dec 13, 2022 103:53


Today on the Ether we have the Space Ape Society hosting an AMA with Stargaze. You'll hear from OSB, shane.stars, Tizzle, PS Labs, Jar Jar, Harry, Maestro.stars, WolfmanKnows, and more! Recorded on December 13th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
Flight Force 4 Landing on Stargaze

TerraSpaces

Play Episode Listen Later Nov 11, 2022 85:03


Today on the Ether we have Flight Force 4 hosting a space discussing their new collection on landing on Stargaze. You'll hear from TSAS, Sunnyside Reapers, Stoned Island, Space Skellies, Homestead Cosmonaut, Planets of Cosmos, Kelepar, Bbandz, CryptoTank, Chris, and more! Recorded on November 11th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
The Space Ape Society Big Buddy Giveaway

TerraSpaces

Play Episode Listen Later Nov 10, 2022 47:04


Today on the Ether we have the TSAS big Buddy giveaway! You'll hear from Harry, OSB, Bryson, The DeFi Jedi, Tizzle.eth, Kelepar, and more! Recorded on November 10th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
Spaces of the Galaxy: TSAS Buddies, SSR, and Space Skellies

TerraSpaces

Play Episode Listen Later Oct 24, 2022 38:10


Today on the Ether we have Spaces of the Galaxy hosted by Space Skellies. You'll hear from Sunnyside Reapers NFTs, OSB, EJ, Flight Force 4, Stoned Island, and more! Recorded on October 24th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
TSAS Buddy Pre Mint Party

TerraSpaces

Play Episode Listen Later Oct 24, 2022 91:20


Today on the Ether we have the Space Ape Society Buddies pre mint party. You'll hear from OSB, Space Skellies, Bryson, Bbandz, Sunnyside Reapers NFTs, Hooligan, Tizz, Hero Bulls, Faded Sloths, and more! Recorded on October 24th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
TSAS: Buddies Update

TerraSpaces

Play Episode Listen Later Oct 21, 2022 61:14


Today on the Ether we have the Space Ape Society giving us updates on the Buddies mint. You'll hear from Harry, Bryson, OSB, Hooligan, Tizz, and more! Recorded on October 20th 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

TerraSpaces
The Rekt Bulls Launch and NFTs on Juno with Hooligan

TerraSpaces

Play Episode Listen Later Oct 21, 2022 105:06


Today on the Ether we have Hooligan hosting a space with the Rekt Gang discussing their upcoming Rekt Bulls mint on Juno. You'll hear from BessaRekt, Giannis Martakos, Rekt Vee, TSAS, and more! Recorded on October 21st 2022. If you enjoy the music at the end of the episodes, you can find the albums streaming on Spotify, and the rest of your favorite streaming platforms. Check out Project Survival, Virus Diaries, and Plan B wherever you get your music. Thank you to everyone in the community who supports TerraSpaces.

Radio åt alla
Välkommen till Malmö #46: Låtsas-budget Bonanza

Radio åt alla

Play Episode Listen Later Jul 3, 2022 65:56


Budget-teknikaliteter, socialdemokratisk fake news-fest, upptrissad stämning, vattnat grus, och världens kanske mest initierade samtal om Norra Grängesbergsgatans framtid någonsin. Stötta gärna oss på vår Patreon! Facebook: Allt åt alla MalmöInstagram: @alltatallamalmoTwitter: @alltatallamalmo

budget zombies allt bonanza malm ukraina krig eor tsas zombier herman geijer norra gr
Financially Independent Teachers
Episode 59- Part I:403bWise Founder (Dan Otter) Shares Info On Dangers Of The 403b Industry

Financially Independent Teachers

Play Episode Listen Later Apr 10, 2022 45:59


403bwise was launched in March 2000 by Dan Otter and John Moore, two educators fed up with the lack of objective 403(b) information available to participants. If information was provided at all to employees, it was usually through sales pitches in classrooms, lunchrooms and union offices. In fact, Dan first learned about the 403(b) when a representative waltzed into his classroom one afternoon pitching something called “TSAs.” He declined to enroll. It was only several years later that he learned this salesperson was selling high-fee variable annuity products.In the years since our launch, 403bwise has been mentioned in Kiplinger Personal Finance, Money Magazine, Los Angeles Times, The NY Times, US News & World Report, Wall Street Journal and the Washington Post. Dan has appeared on NPR and on Bob Brinker's radio show. In 2012, Money Magazine named him a Money Hero for his "extraordinary efforts to improve others' financial well-being." Additionally, he is a two-time winner of The National Association of Government Defined Contribution Administrators, Inc. (NAGDCA) Media Recognition Award. While John left in 2005 to pursue other endeavors, the goal of the site remains the same as the day it launched: education and advocacy.In 2019, 403bwise became a non profit organization that Dan runs full time, thanks to a generous donation from Tim Ranzetta, the founder of Next Gen Personal Finance, a non-profit organization that connects educators with free resources, professional development, and advocacy tools in order to equip students with the knowledge and skills to lead financially successful and fulfilling lives.Dan is a former journalist, and a veteran teacher. He has taught elementary school (California), middle school (Maryland and New Mexico), and high school (New Mexico). He has taught in-service teachers at California State University Fullerton, American University and the University of New Mexico, where he earned a doctorate in Language, Literacy, and Sociocultural Studies. Dan is the author of Teach and Retire Rich and Financial Literacy for the Young (and the Young at Heart).

Studio DN
Därför vill inte Orbán låtsas om sin “bromance” med Putin

Studio DN

Play Episode Listen Later Mar 27, 2022 24:07


In i det sista gjorde Ungerns premiärminister Viktor Orbán skäl för öknamnet ”Putins bäste vän i Europa”. Först när bomberna föll över Ukraina rättade han in sig i EU-ledet. Nu försöker Orbán inte låtsas om sina nära relationer med Putin, som kan skada honom i valet om en vecka. DN:s Europakorrespondent Ingmar Nevéus har rest till Budapest inför valet den 3 april. Programledare: Ülkü Holago. Producent: Sabina Marmullakaj. Tekniker: Jonas Lindskov, Bauer Media.

Filosofiska rummet
På låtsas och på riktigt. Om eskapism.

Filosofiska rummet

Play Episode Listen Later Mar 18, 2022 44:15


Flykten från verkligheten: är det något fel i att ibland dra sig undan när pressen eller tristessen blir för stor? Fegt att stänga av nyheterna från Ukraina där det pågår en verklig massflykt? Veckans Filosofiska rummet handlar om eskapism. Kanske gör sociala medier och teveserier oss passiva inför sådant som vi borde ta tag i. Lurar vi oss själva eller är viss verklighetsflykt en förutsättning för att orka med livet? Gäster Amir Haj Bolouri som med koppling till filosofi forskar i informatik och lärande i Virtual Reality vid Högskolan Väst, Niklas Schiöler, författare och Linda Wiik, psykolog. Programledare Lars Mogensen, producent Thomas Lunderquist och research Paulina Witte, Lokatt Media.