Podcasts about Uptime

  • 871PODCASTS
  • 1,464EPISODES
  • 42mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Sep 30, 2026LATEST
Uptime

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about Uptime

Latest podcast episodes about Uptime

The Sourcing Hero
Ep 247: Procurement Governance That Protects Uptime feat. Vernetta Tyler

The Sourcing Hero

Play Episode Listen Later Sep 30, 2026 11:27


Few words empty a meeting faster than “governance.” Mention it to non-procurement colleagues and their attention tends to wander. At the same time, governance determines how decisions get made across procurement, maintenance, and operations. In MRO-dependent environments, weak governance shows up quickly as duplicate orders, wrong or missing parts, strained supplier relationships, and unplanned downtime. In this episode of The Sourcing Hero podcast, Host Kelly Barner welcomes Vernetta Tyler. Vernetta is the founder of NINET9 Solutions and has eight years of experience across operations, maintenance, reliability, and supply chain. Vernetta shares her perspective on why procurement governance is about how decisions are made, not just the rules written on paper: Why governance is especially critical in MRO environments, and the early signs that it may be starting to drift How to guide decisions with clear boundaries without restricting the teams who keep operations running How AI is likely to change compliance and anomaly detection while keeping human judgment at the center   Links: Vernetta Tyler on LinkedIn

The Data Center Frontier Show
Power Quality: The Conversation Data Centers Can't Afford to Ignore

The Data Center Frontier Show

Play Episode Listen Later Sep 24, 2026 18:14


Uptime and cooling performance both depend on something that is often overlooked during the data system design process: power quality. In this podcast, "Power Quality: The Conversation Data Centers Can't Afford to Ignore," we talk with a Power Quality expert about harmonic distortion in data centers — what it is, how it is created, and how poor power quality impacts data center cooling, uptime and performance. We will also dig into solutions engineers can employ to mitigate poor power quality in their data center.  Power quality deserves a seat at the table alongside the metrics data center operators already obsess over — availability, PUE, and thermal performance. Total Harmonic Distortion, or THD, gives engineers a real, measurable way to gauge the health of their electrical system, turning power quality from an abstract concern into something concrete that can be monitored, benchmarked, and acted on.  This discussion will focus on where harmonics actually come from — and it's something of a paradox. Many of the same components installed specifically to make data centers more efficient, such as variable frequency drives and EC fans, are also responsible for generating the harmonic distortion that undermines power quality. Understanding which specific equipment, in which specific areas of a facility, pose the greatest risk to power quality, gives engineers a practical way to identify where problems are most likely to originate.  Once data center engineers understand the source of harmonics, we'll dig into the interdependency between power quality and thermal cooling in data centers. Clean, stable power is required to cool a facility properly, and proper cooling is required to run a data center efficiently — the two don't operate independently, one relies on the other. When harmonics go unmanaged excess heat accelerates equipment wear, protective devices trip unexpectedly, cooling systems degrade, and thermal throttling sets in. Left unaddressed, the result is unplanned downtime — the very outcome every data center is designed to avoid.   The physical layout of a facility matters too. "Grey space" and "white space" — the mechanical/support areas and the core IT data hall, respectively — each present different harmonic challenges and require different mitigation approaches. There isn't one single location in a data center where power quality can be fixed once and for all; effective mitigation means evaluating the facility as a whole, rather than searching for a single point of resolution.  Finally we'll explore solutions available for engineers to help mitigate harmonics in data centers.  One of the primary solutions we will focus on will be active harmonic filters.  Active harmonic filters continuously monitor power quality of the system and make real-time corrections to mitigate harmonics. Where these filters are installed matters as much as the technology itself, and getting placement right has a direct impact on effectiveness. We'll also discuss how engineers can take a hands-on approach to maintaining power quality by calculating their own harmonic distortion levels to determine how much filtering capacity they actually need — turning an otherwise theoretical challenge into something they can size, plan for, and solve.  Ultimately, this podcast makes the case that power quality deserves the same level of design attention as uptime and cooling — because in reality, all three are connected. Whether you're a data center engineer, facility owner, or simply responsible for keeping systems running reliably, understanding harmonic distortion isn't a peripheral concern. It's foundational to how well a data center performs.

The Level 10 Contractor Daily Podcast
2572: Random Wednesday - Being Nice, Speeding Up Time, Betty Crocker, & More

The Level 10 Contractor Daily Podcast

Play Episode Listen Later Sep 23, 2026 26:19


Today we have a random episode for you. This is where Rich covers multiple topics in rapid fire fashion… usually little nuggets and tidbits he's observed… and he rolls them all out in one episode. Today he's going to talk about the world's greatest flight attendant, onboarding best practices, credit card lounges, Betty Crocker–yes, I said Betty Crocker… the psychology of time, and something about a haircut. Yes, random. That's the point!

The Uptime Wind Energy Podcast
Ørsted Finishes Revolution Wind, RWE Wins German Auction

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 21, 2026 4:08


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

Gateway Caledonia Podcast
Time To Stand Up | Time Is Ticking | Sept 20 2026

Gateway Caledonia Podcast

Play Episode Listen Later Sep 21, 2026 33:45


Speaker | Pastor Steve Kerr 

The Uptime Wind Energy Podcast
How CNC Onsite Cuts Repair Delays for US Operators

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 17, 2026 33:24


Søren Kellenberger, CEO at CNC Onsite, joins to discuss the company’s new US office, uptower yaw ring repairs, and blade root insert replacement. Email info@cnconsite.dk to learn more. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

Atareao con Linux
ATA 832 Watchbit, el monitor de uptime ultraligero hecho en Rust

Atareao con Linux

Play Episode Listen Later Sep 17, 2026 20:50


¿Cansado de que tu monitor de uptime consuma más recursos que los propios servicios que monitoriza? Llevaba años usando Uptime Kuma, una herramienta fantástica, potente y muy fácil de configurar. Pero cuando miras el docker stats y ves 150 MB de RAM, 900 MB de disco y un 2% de CPU para monitorizar solo seis páginas, algo no cuadra. Sobre todo cuando lo único que quieres es que te llegue una notificación si algo falla, no tener un mini-Netflix corriendo en tu servidor.Por eso creé Watchbit: un monitor de uptime escrito en Rust con frontend en React, base de datos SQLite embebida y autenticación OIDC con Pocket ID. El resultado: 7 MB de RAM, 20 MB de disco y 0,2% de CPU. Sí, has leído bien. Estamos hablando de reducir el consumo de memoria a una vigésima parte, el de disco a una cuadragésima parte y el de CPU a una décima parte. Y todo esto sin perder funcionalidad: monitores HTTP, TCP, Ping, heartbeats, notificadores vía Telegram, Matrix, NTFY, Gotify, Discord, Email, y páginas de estado públicas.En este episodio te cuento cómo migré de Uptime Kuma a Watchbit, te enseño el dashboard por tarjetas, los heartbeats, los monitores, los notificadores y las 7 razones por las que no pienso volver atrás. También te explico el stack técnico: Rust con Axum y Tokio en el backend, React con TypeScript en el frontend, SQLite como base de datos embebida (adiós a PostgreSQL y MariaDB), y OIDC con Pocket ID para olvidarte de gestionar usuarios y contraseñas. Todo en un solo binario, sin dependencias externas, con una imagen Docker que apenas ocupa 20 MB.Además te muestro cómo configurar los monitores con intervalos personalizados, las plantillas de notificación para eventos de down, up, latencia y expiración de certificados, y el sistema de backup integrado que te permite exportar e importar toda la configuración en un solo clic. También te cuento el proceso de optimización que seguí: inicialmente hacía un bucle que recorría todos los monitores, pero después los separé en tareas independientes con Tokio para maximizar la eficiencia.Si tienes un VPS ajustado, una Raspberry Pi Zero, o simplemente quieres ser racional con los recursos de tu servidor, este episodio te interesa. Porque al final, de esto va el self-hosting: de tener herramientas que hagan su trabajo sin que el servidor se resienta. Como siempre, te dejo el docker-compose, las variables de entorno y las instrucciones en las notas del episodio para que puedas probarlo tú mismo en cinco minutos.Capítulos:0:00 - Introducción: la necesidad de monitorizar páginas web1:54 - Uptime Kuma: características y panel de control4:45 - Ventajas e inconvenientes de Uptime Kuma5:36 - El problema del consumo: CPU, RAM y disco7:05 - Watchbit: OIDC, dashboard y diseño por tarjetas8:43 - Comparativa de consumo: Watchbit vs Uptime Kuma10:53 - Heartbeats y monitores en Watchbit12:37 - Configuración de monitores, notificadores y plantillas14:31 - Ajustes, backup y stack técnico (Rust + React + SQLite)17:26 - 7 razones para migrar e instalaciónMás información y enlaces en las notas del episodio

The Uptime Wind Energy Podcast
Ex-Ørsted Employees in Demand, CIP Orders Goldwind Turbines

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 15, 2026 22:55


CIP taps Goldwind for an Australian wind project even as Europe fights Chinese turbines. Plus, Alfanar’s $100 million bet on Senvion, and where laid-off Ørsted staff are landing. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

The Uptime Wind Energy Podcast
Orsted Wins Tax Fight, Vestas Breaks Onshore Height Record

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 14, 2026 6:51


Allen covers Vestas setting the tallest onshore turbine record in Germany, Skyborn’s €3B Baltic wind financing close, Orsted’s UK tax fight win, and the debate over turbines as national security assets. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

The Uptime Wind Energy Podcast
HeliService USA Brings Paramedics to Offshore Wind

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 10, 2026 36:53


Michael Tosi and Paul Russo of HeliService USA with Dr. Kenneth Williams discuss their offshore wind air ambulance service and paramedic hoist rescues. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

The Uptime Wind Energy Podcast
Nordex Outsells Vestas, GE Vernova Rebuilds Wind Team

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 8, 2026 29:27


Nordex closes in on Vestas in onshore orders, GE Vernova rebuilds its wind team, Nexxis buys BladeBug, and wooden blades draw doubts. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

The Uptime Wind Energy Podcast
Siemens Gamesa Builds Hornsea Blades, NEMS Invests in Perth

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 7, 2026 5:43 Transcription Available


Siemens Gamesa starts Hornsea 3 blade production in Hull, Germany approves an Offshore Wind Act amendment, and Nexxis buys BladeBUG. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime's Substack newsletter. And check out Rosemary's “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

The Uptime Wind Energy Podcast
Motordoc Diagnoses Drivetrains From the Ground

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 3, 2026 26:48


Howard Penrose of MotorDoc joins to discuss the circulating currents killing main bearings and drivetrain checks without a climb. Reach out at info@motordoc.com or on LinkedIn. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow. Allen Hall: Howard, welcome back to the program.  Howard Penrose: Hey, thanks for having me.  Allen Hall: It’s about time everybody realizes what motorDoc can do. There’s so much technology, and I’ve been watching- Yeah … your Chaos and Caffeine podcast on Saturday morning, which are full of really, really good information about the motorDoc as a company, all the things you’re doing out in the field, and how you’re solving real-world problems, not imaginary ones- Yeah real-world problems. Oh, yeah. Yeah, and  Howard Penrose: whatever annoys me that week. Exactly. And, and whatever great coffee I’m trying out. Yes. Except for a few. We’ve had the ReliaSquatch down our- Yes … um, a couple of times. Uh, yeah, no, I, I enjoy it, and we gotta get you on there sometime. I don’t do- I, it- … a lot of interviews other than an AI character we put in. Allen Hall: It’s a very interesting show because you’re [00:01:00] getting a little bit of comedy and humor and s- Yeah … and a, and a coffee review, which is very helpful because I’ve tried some of the coffees that you have reviewed, that you’ve given the thumbs up to. But if you’re operating wind turbines and you’re trying to understand what’s happening on the drivetrain side, on the generator, everything out to the blades even, main bearings, gearboxes- Yeah all those rotating heavy, expensive parts, there’s a lot of ways to diagnose them-  Howard Penrose: Yes …  Allen Hall: that are sort of like we can look at a gear, we can look at a joint, we can look at roller bearings, whatever, but motorDoc has a way to quickly diagnose all of that chain in about- Yeah … 15 seconds.  Howard Penrose: Well, a little longer than 15 sec- more like a minute. A minute, okay. It feels like paint drying. But- Uh, in any case, yeah. Uh, uh, and, and what’s kind of funny is, um, back in the ’90s, uh, EPRI actually accidentally steered the technology away from its [00:02:00] core purpose, which was in 1985, um, NAVSEA, the US Navy, had done research on using current signature analysis for looking at pumps, fans, and compressors, the bearings, the belts, the components, all the rotating components using the motor as the sensor. Not too much different than we are now. I mean, mind you, we got better resolution now, we’ve got, uh, more powerful– I mean, I look at my data from the ’90s, and now it’s completely different. Um, and then Oak Ridge National Lab, same thing, bearings and gears in motor-operated valves. So in 2003, we were the first ones to apply electrical and current signature analysis to some wind turbines in the Mojave Desert. Wow. Yeah. So, um, nobody had tried it before. Everybody said it couldn’t be done. And, uh, that was a bad thing to say to me because- … it meant I was gonna get it [00:03:00] done. Right. At that time, um, we were looking at bearing issues and some blatant conditions with the, um, with the, uh, generator using a technology called Altest, ’cause I was with Altest at the time. And, uh, I had taken an EMPath software and blended it with a, a power analyzer, and they still have that tool to this day. I was using that technology all the way through 2015. 2016, I should say. And then- And then switched over to the pure EMPath, which was more of an engineering tool. And then more recently, in 2022, uh, made the decision to ha- to take all the work we’d done on over 6,000 turbines, uh, looking at how we were looking at the data and what we were doing on the industrial side, and took a, uh, created a current signature analyzer that would do one phase of current to analyze the entire powertrain. Allen Hall: So when you tell [00:04:00] operators you can do this magic, I think a lotta times they gotta go, “ Howard Penrose: What?” Oh, yeah, yeah. They don’t understand it because they’re used to vibration- Right … which is a point analysis system. Right.  Allen Hall: Vibration at this- Yeah … particular location. Yeah. One spot- Even if it’s- … or a couple  Howard Penrose: spots triax, they’re reading through material, up through a transducer. Hopefully, they put it above the bearing and not in the middle of the machine like everybody is now, because everybody’s trying to sell a sensor. Right. True. They’re not selling a- they’re not selling accuracy. They’re just selling sensors. Right. So, um- Yeah … you know, uh, I, I’ll, I’ll even talk about one of the companies here. We’ve got Onyx here, and they do it right. I mean, they’ve been doing it right pretty well because we’ve been doing some of the same towers they’re on, and we can match the data they’re getting. Oh, good. Right? Yeah. Uh, so but they get it in multiple spots, and there’s areas they can’t quite reach, so we’ll detect those areas as well. So it’s a good melding of two technologies.  Allen Hall: Oh, sure. Sure,  Howard Penrose: sure. You know what I mean? Yeah, yeah, yeah. So when you have electrical signature and you have vibration, but in [00:05:00] cases if you don’t have vibration, we’re a direct replacement.  Allen Hall: Because the generator- I  Howard Penrose: dare say that.  Allen Hall: Yeah. Whichever–  Howard Penrose: I dare say that, um, with- Well, the  Allen Hall: generator is acting as the sensor. Howard Penrose: The air gap. The air gap in the generator s- specifically, yes. Yeah. Generator, motor, transformer. Right.  Allen Hall: Yeah. So any of those- Mm-hmm … you can clamp onto, look at the current that’s on there. Everything that’s happening on the drivetrain, in the gearbox, out on the rotor- Yep … main bearings, all of that creates vibration. Creates a torque. T- a, a torque. Yeah. Yes, more exactly a torque. Yeah. And that’s seen in the generator, in the current coming out of the generator. Yes. So those signals, although minute, are still there. Yes. So if you clamp onto that current coming out of the generator, you’ll see the typical AC sine wave sitting there. But on top of that- Is all the information about how that drivetrain is doing  Howard Penrose: Absolutely, and everything else. Anything electrical comes through [00:06:00] that. So what you do is just like vibration, you do a spectral analysis. So every component has a frequency associated with it, just like vibration. It’s, as a matter of fact, I, I keep having to try to explain to people electrical and current signature analysis is no different than vibration analysis. It’s the same concept. We use the same tools. The signature looks just a little different. It’s a little noisier, um, but you need that noise in order to see everything. But we have a time waveform, and instead of, um, inches per second or millimeters per second, whatever, you know, uh, velocity, acceleration, and displacement, uh, what we end up with is decibels is the optimal method. You can look at straight voltage signatures at those points or, or current signatures, but the values are so small that you have to look at it from a logarithmic standpoint. Right. There are some benefits to it versus vibration, and there’s some things that aren’t as good as vibration. [00:07:00] So, you know, we, we do… You have to… Any technology is gonna have their strengths and weaknesses. Sure. So we will see everything all at once. Load doesn’t matter. Right. Speed doesn’t matter. It’s… Only reason speed matters is the location of the frequencies. Uh, so the higher the resolution, meaning the longer you take data, the less chance you have on a lightly lo- loaded machine of blending the peaks together. Right. Um, on the flip side, if I have two bearings turning at the exact same speed, I couldn’t tell you which one it is. Because they’re the same. Right.  Allen Hall: And the mechanical features of that bearing is w- what creates the signal that you’re measuring. Exactly. So if a bearing has five rollers versus 10, just imaginary thing. Yeah, yeah. Five rollers versus 10 has a different electrical signature, so you can determine, like, that bearing, that 10 roller bearing- Yes … has the problem, the five is fine. Yes. Yeah. That’s the magic, and I think people don’t translate the mechanical world into the electrical world. That that’s what’s [00:08:00]happening. They,  Howard Penrose: they don’t because, because what’s happening is they named it wrong.  Allen Hall: Yes.  Howard Penrose: A majority of our users are mechanical folks. Sure. Our vibration analysts and stuff like, ’cause they know how to look at the signatures. Right. Everybody tries to force it on their electrical people, and electrical people go, “We don’t know what this is.” Yeah. And it’s, it’s, it’s a matter of that training and, and, you know, in the electrical world, you’re not taught to look at that. Right. Yeah. It doesn’t matter. Mechanical world, you’re taught to look at that. So our intern, we were trying to bring in electrical engineering interns and found out that just wasn’t working. So last year, I brought in my first, uh, intern that’s, you know, he’s been with us now since I brought him in. Okay. Uh, and, uh, Amar, and, uh, you know, he’s helped us develop our vi- uh, vibration software to go along with it. Guess what? It’s the same thing. It’s the exact same sy- system Um, but we just take in a vibration signal instead. But he picked up on it immediately as a [00:09:00] third-year college student. I can take somebody with a decade as an electrical engineer with a PhD and they can’t figure it out.  Allen Hall: Well, because you’re, you’re taking real- Because it’s different. Yeah. It’s r- well, it’s real-world components-  Howard Penrose: Yeah …  Allen Hall: creating electrical signals. That’s hard- Well, you have- … to process for a lot of people. Yeah,  Howard Penrose: yeah. It’s  Allen Hall: just not  Howard Penrose: something that we do every day. But that’s… If they, i- if we sa- i- i- if you’re looking at vibration and you start looking at the sensor, it gets complicated too, ’cause guess what? It’s an electrical signal. Right. It’s, it is technically electrical signature now. It’s converting a  Allen Hall: mechanical signal- Right … into an electrical signal, which is what’s happening in the generator anyway. Yeah.  Howard Penrose: Whether it’s a piezoelectric cell that’s generating a small signal- Yeah … on top of a small waveform that you then take out, you demodulate, uh, or it’s, uh… So you take that carrier frequency out, or it’s a MEMS sensor, which is the same thing. You know, the, it just sees some slower s- It, it does more of a digital output. So you, you, you know, you have those, or you [00:10:00] have this, which just basically uses a component of the machine to, to, as its own sensor. There is one other difference between them, too, and, uh, I find this very useful when I’m going out troubleshooting something that other people can’t figure out, uh, ’cause we use all the technologies. So in this case, it would be, uh, the structural movement. Okay? So, so say I have a generator and there’s something wrong with the structure, and the whole machine is vibrating. So y- well, if I put a transducer on it, they might think that’s vibration or something else. We don’t see it. Right. We only see directly exactly what’s happening with the machine. Sure. So a lot of times when we go in to troubleshoot something that people have done vibration on and everything else, it’s been pro- a, a problem for them for years. We walk in, and all of a sudden we’re identifying whether it’s the machine or it’s something else right off the bat. Then we can take a look at the vibration data and [00:11:00] say, “Okay, it wasn’t the bearing or the bearing, um, structure. It was, you know, the mounting.” Right. It wasn’t  Allen Hall: fastened  Howard Penrose: down properly. Yeah,  Allen Hall: yeah. Right.  Howard Penrose: Go tighten that bolt. Right, exactly.  Allen Hall: Well, I mean, that’s the cheap answer. Yeah. I’d rather tighten a bolt than rip apart a motor or a generator- And, and- … every day …  Howard Penrose: and that’s the whole point. Now, there are other strengths that go with it. So for instance, on the powertrain of a wind turbine, I can tell you if you’ve lubricated the bearings correctly. Wow. Because part of what we do is we do take those electrical signatures, and we convert those over to watts. Watts is an energy conversion. Sure. So you see that as heat or some type of loss. So whatever, whatever’s being lost there is not being sent to the customer. To the outside. Right. Making money. So, um, if I’m taking a look at, say, a main bearing, I might see watts or kilowatts of losses. So you’re gonna have some ’cause you have friction, right? But when we see it increase on, say, a roller, [00:12:00] or the rollers, or, or the cage, that’s usually an indicator that I have a lubrication issue. Or if we only see it on the outer race, that means that they didn’t clear out all the old grease when they were lubricating it, ’cause the rollers then have to ride across it- Right … ’cause it dries up.  Allen Hall: Sure.  Howard Penrose: Uh, and will carry contaminants. So if you see that, you go up, clean it up, you’ll extend the life of the bearing. Absolutely you will. Without having to do a lot of work. So, uh, we, we look at our technology as more so early in the, in the stage of a condition. I don’t wanna call it failure, ’cause it’s not a failure. It’s something that’s mitigable. And I made that word up. You can mitigate it. Meaning you can go up and correct it and extend the life of that component. Sure. Uh, in gearboxes we’ll see problems with, um… Well, the, the one we’re talking about here a fair amount is all the circulating currents going on uptower. We did that research. The current signature analyzer we have is a direct result of doing wind turbine [00:13:00] research just on circulating currents uptower, ’cause we conferred everything over to, to sound at 48 kilohertz. And so that gives me a 24-kilohertz signal. That high-frequency stuff, which we’re researching in CGRE, and IEEE, and IEC, is called supra harmonics, which I– we talked about that before. Yes, we have. Yeah. And, uh, so when you start seeing that in the, in, in the current that’s circulating uptower because the ground that goes from the top of the tower down is for- DC lightning protection. And lightning protection, yeah. It’s not meant for, um- Not for  Allen Hall: high frequency- Yeah …  Howard Penrose: currents. Yeah. Uh, we, when we measured it, when we mapped out dozens of towers of all different manufacturers, we found that the impedance about halfway down the tower is where it ends. Sure. The, the resistance. And then the increased, uh, the high-frequency noise turns any of your shaft brushes into resistors. And at about 15 kilohertz, no current is [00:14:00]passing through them. It’s all passing the bearing, which becomes more conductive the higher the frequency. So with 60% of main bearings failing due to electrical currents, it’s actually currents that are circulating uptower. It’s not static. There is some static up there, but it’s not static. It’s coming from the controls, the, the generator, and everything else. Inverters,  Allen Hall: converters.  Howard Penrose: And we’ve seen up to 150 amps passing through a, through a bearing.  Allen Hall: So I– We run across a lot of operators who have been replacing main bearings, and they don’t know the reason why. Yeah. And I always say, “Well, call Howard at MotorDoc because I would almost bet you you have the f- high frequency running around uptower in the nacelle- And the next main bearing you put in there is gonna go the same way as the- Yeah … first one you put in there. Until you cut off that circulating current and then the cell, you’re just gonna continue with the problem. Then you haven’t eliminated the problem, you’re just fixing the result of that problem. Yes. But it takes- Yeah, you’re, you’re- How, [00:15:00] how, well, how long- You’re replacing  Howard Penrose: a fuse.  Allen Hall: Right, you’re replacing a fuse. Yeah. How long does it take you to s- to determine- An expensive fuse. Yeah. Yeah. Oh, yeah, ’cause you’re taking the rotor down. Yeah. Well, how, how fast can you determine if you have harmonics uptower that are gonna be causing you problems? 120 seconds.  Howard Penrose: Okay.  Allen Hall: So that’s the thing. I think a lot of- I mean,  Howard Penrose: that’s of the actual data collection time. So you clamp on uptower, uh, and then you can… Well, the way we have it set up now, you just tell it you wanna collect data every five s- uh, five minutes, and then you go downtower, let it collect its data, go back up, grab it. Um, it’s like… It’s huge. It’s this size. So, um, and then you connect- It plugs into a laptop. Yeah. Plug it into a laptop or any type of tablet. Um, it, it’s Windows now. I’m trying to get away from Windows. We’re gonna have Linux systems, uh, as well. Uh, and then you use that to, um, just collect that data, and then you press another button. Now it pops up, and it tells you if you’re in danger or not, [00:16:00] the amount of current passing through the bearing, and the frequencies all the way out.  Allen Hall: So the ideal is you’re gonna have this kit with you in the truck. Yeah. And as you see these problems pop up, you’re gonna clamp on uptower. Yep. You’re gonna measure these circulating currents, and you’re gonna know immediately if you have another mechanical issue, a, a lubrication issue- Oh, yeah. It’ll look at- … some kind of alignment issue, or- You’ll get all  Howard Penrose: of this information at once. So you- Right … if you go on the power side. So certain turbines, like anything that has the transformer downtower, you don’t have to climb. Right. GE. I mean, I don’t climb. So, uh, uh, you know, th- and that was part of the, the concept behind when we started down this path because I’ve been in the wind industry since 1997. So one of the things I always saw was, and, and we talked about even, you know, here when it was called AWEA, and we were talking always on the health and safety side about wearing out the technicians. Um, so we discovered that, you know, what was it? Almost 60% of the [00:17:00] turbines you didn’t have to climb. Right. Oh, yeah. And even the ones you do, you go up, you set it up, and it’ll tell you where you need to focus. The other thing in the powertrain, let alone the generator, when we do a sweep of a site– Now, if we do a straight electrical signature analysis, I’d term that one as a technician’s tool. Sure. That’s more of an engineer’s tool. Uh, a lot more data, a lot harder to set up. But even though I’m saying harder to set up, it’s still pretty easy. It’s still minutes. Right. Yeah. Most technicians will collect data with, like, a couple hours worth of training. Yeah. You g- You basically gather that data, and if you’re getting a site, so we’ll go out– I love going out in the field. So we’ll go out in the field, especially if it’s a tower we don’t have to climb I’ll knock out, uh, well, let’s just say I’ll, I’ll, I’ll name one. Say a GE 1.6. I’ll knock out one of those every eight to 11 minutes, depending on how you get to the tower.  Allen Hall: So that’s a full diagnosis of drivetrain- Yeah … plus anything odd happening- Yep with circulating currents and all that [00:18:00] can- Oh, no, no. Circulating- Or just- … current, that’s a- That’s a separate thing at tower … separate study that- Okay … you have to do that uptower. But anything, anything drivetrain-wise, you can be in and out- Yeah … in a couple of minutes. Yep. Okay. So there’s a lot of operators that have end-of-warranties coming up, right? Yes. There’s been a lot of developments, so they’re kind of running into the end-of-warranty, and they don’t know the health status of their drivetrain. Same thing for a lot of operators that are in- Yep … full service agreements, and they’re questioning whether they’re getting their money’s worth or not. Yes. I always say, “Call Howard at Motordoc. You guys can have a whole site survey done maybe in a couple of days, and you will know all the problems that are on site for the lowest price ever”. Yeah. It’s crazy how fast you can do it and how accurate it is. I talk to operators that use your system, so I hear you. Yeah. Your podcast, listen to your podcast, I’m calling your customers to find out what they say, and they love it. Oh, yeah. They can’t believe how accurate it is. Yeah. Well, the thing about that is we as an industry need to make sure that our turbines are operating at [00:19:00] maximum efficiency. Yep. And if a simple tool like the Motordoc EMPath system exists, we need to get customers, operators in line to start doing it worldwide. Australia- Oh … Europe-  Howard Penrose: Yeah. We- … Canada. Australia, we’re trying to get into, but right now we even have OEMs using it through North- That’s good … and South America, Asia. Good. Uh, Middle East, um, and, uh, and some of Europe. Good. So it’s, it’s, it’s really taking off. Uh, I’d say probably our biggest market right now is Brazil. Sure. They’re going crazy. Well, the, the turbines are- They’re having a lot of problems. Yeah.  Allen Hall: Right. And the, well, those turbines have a h- high usage, right? So because- Oh, yeah … the winds are so good, they’re operating at, like, capacity factor is above 50%. Yes. It’s insane. Yeah. So there’s a lot of wear and tear. There’s no downtime for those turbines.  Howard Penrose: Yeah. Well, and, and people think it’s all the starting and stopping. It’s not. No. It’s a grid-related issue. So we have- Sure … we have a low frequency. And you know some of the stuff I volun- I, I’m, I’ve been volunteered for- [00:20:00] Yeah … uh, including the CIGRE thing. Um, so I get to sit in the grid code committees for IEEE and put my, and our input into that, uh, and kind of watch the back of the IBR industry, right? Mm-hmm. ‘Cause there’s a definitely bias against our industry. Um, and I also, uh, get to hear what’s going on in the grid side of things from CIGRE worldwide, and it’s all very similar, and it has to do with low-frequency oscillating currents- Yes … called subsynchronous currents- Yes … which are low enough not to damage large synchronous machines. And they thought, and there’s books written on this, by the way, multiple books written on wind turbine impact- Uh, and they’re seeing now, um… Well, we detected it first, along with Timken. Hank, uh, and, and I went out to a site, and we detected for the first time, because of how they wanna do the testing and where the site was located, we saw the oscillating torque [00:21:00] in the air gap, ’cause that’s one of the things the technology does. It actually measures the torque, air gap torque. Sure. So we were watching the oscillating torque as a tower started up. And so we did, we went through the rest of that site looking at the same stuff in the same way. It increased our time and data collection, and time on site. But then we started looking for it at other sites, and going to pass data because I don’t have to go back and retake data. Right. And we’re like, “Oh my God. It’s everywhere.” 16 hertz, 21 hertz, and 50 hertz. And we found a paper that specifically identified that as the sub synchronous frequencies for 60 hertz. So we know what they are also for 50 hertz. Once we identified that and we saw how much the torsi- torque was oscillating, we worked with Shermco, who got us some information on Y-rings that were failing. Yeah. And they were all failing… When the metallurgy was done, they were all failing from fatigue. And you’re like, fatigue how? What’s fatiguing these connections? [00:22:00] Well, the fatigue is that air gap torque- Exactly … because you’re basically causing the, the, everything to oscillate a little bit, and that causes the windings to move slightly. It’s a living,  Allen Hall: breathing machine-  Howard Penrose: Exactly … this generator  Allen Hall: is.  Howard Penrose: Yeah.  Allen Hall: It’s not  Howard Penrose: static. It’s definitely not sta- no electric machine is static. No. Even a transformer’s not static. Right.  Allen Hall: So- There’s a little  Howard Penrose: bit of wiggle going on there all the time All the time. And it’s minute, so it takes a long time. Right. And what, uh, uh, everybody… Well, first people thought it was a particular manufacturer, which it wasn’t. Turned out every defig’s failing the same way. Sure. You’re fatiguing it. Yeah. Every bearing is failing the same way, even in the gearbox, main bearings, and everything else. Right. All of these conditions are happening across all the OEMs, but they’re not allowed to talk. Well, this is, this is the thing that  Allen Hall: I like watching your podcast.  Howard Penrose: Yeah.  Allen Hall: The Chaos and Caffeine. It comes out Saturday mornings. It’s on YouTube. If you haven’t- Yeah … clicked into it, you should click into it  Howard Penrose: because a lot of these issues are discussed there. It’s definitely, um… [00:23:00] Let’s just say I’ll speak Navy quite a bit. Allen Hall: It’s a great podcast, and I think what you’re doing with the EMPath system- Yes … at motor dock is really a game changer. Yeah. I’m talking to everybody, all the operators I know. I keep telling them to call you and to try the system out because it’s so inexpensive and it does the work quickly and efficiently, and it’s been proven. There’s no messing- Oh, yeah … around when you’re talking to MotorDoc. I…  Howard Penrose: Somebody dared tell me that there’s no standard for it. There’s ISO standards for it. Yes. There’s IEEE 1415- Yes … which I chair. Uh, and there’s other standards coming out- This is- … associated with it. And there’s a document that I also chair for Sea Gray- Called A178, which is the practical application of the technology. So it’s well-documented. There are traceable standards for it. I need more  Allen Hall: operators to call you- Yeah … and to talk to you and get systems in the back of the trucks that they can use to check out the health of their gear boxes and their drive trains and their generators. How [00:24:00] do they do that? Where do they go? Where, where’s, what’s- Well- … the first place they should look for?  Howard Penrose: Uh, info@motordoc.com. Okay. I get all, I get all of those as well, so do my people. Um, or, uh, LinkedIn. LinkedIn’s really good.  Allen Hall: Look up anything. Yeah.  Howard Penrose: Yeah, yeah. So, so either the company at Motordoc, or, uh, I’m, I sh- I’ll show up either searching for my name or, uh, linkedin.com/in/motordoc. Come straight to me ’cause I’ve been in, on LinkedIn forever, so- Right, just- … I got to do that … look up  Allen Hall: Howard Penrose, P-E-N-R-O-S-E. Yep. Or go to motordoc.com is- Yep, motordoc.com … the website address.  Howard Penrose: Yep. There’s a lot of great information there. And we have partners, and we have people. We’re growing the company. You know, talk to me. I, I’ll- Yes … I like answering the phone and talking. It’s, it’s a thing. My people go, “Can we answer the phone one?” No. Um, but, but yeah, we, we, y- when you call us, you’re not just dealing with a single person. Right. The Motordoc is far more expansive. Right now, we [00:25:00] just got our partnership with, uh, Hitachi and, and Juliet- Yeah, that’s great and stuff like that. Uh, we’re helping them with certain things. Uh, we’re partnered with some of the big OEMs, almost all of them, um, you know, helping identify the issues, you know. And, and when users contact us, often they’ll tell us what’s going on, and we’ll, we can, uh, sometimes say, “Yeah, it’s this, and here’s how we prove it.” Allen Hall: Yeah. That’s the, that’s the beauty- Yeah … of calling Motordoc. So I need my operators that, that watch the show- Yeah … worldwide, go online, go on LinkedIn, get ahold of Howard, get ahold of Motordoc, and get started. Yep. Howard, thank you- And- … so much for being on the podcast. Yeah. This is fantastic. I love talking to you because- it’s, it’s like talking to, you know… Uh, no, really, it’s talking like someone who’s a real good industry expert, who’s been there a long time, and understands- Yeah … how this  [00:26:00] works.

The Uptime Wind Energy Podcast
India Locks Down Turbine Data, Danish Wind Jobs Dip

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 1, 2026 31:16


India now requires turbine data, control centers, and R&D to sit inside its borders. Plus a study on reverse flow loads in parked blades, Envision’s spare parts push across Southeast Asia, and Danish wind employment falling to 32,700. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts Rosemary Barnes: Welcome to the Uptime Wind Energy podcast. I’m your host, Rosemary Barnes, and I’m filling in for Allen today here with Jolanda Pedron. All right, onto our first story. India is drawing a line around its wind data. The Ministry of New and Renewable Energy has ordered every turbine maker on the approved list of models and manufacturers to report where its data actually lives. Data centers inside India, servers inside India, research centers inside India, and no real-time data leaving the country. The order went out last week with status reports due by month-end. And while the government tightens the rules on data, the hardware keeps moving in. Flender has just opened another generator plant in Chennai [00:01:00] Yolanda, I think this is gonna have a large impact on the number of companies who are, you know, there’s a lot of companies around today developing, like, smarts for wind turbines. There’s a lot of scope to operate turbines better, to improve power output, reduce maintenance costs, et cetera, and y- a lot of companies are taking advantage of that. Even Patlow has some projects going on in that sort of area. What do you think about the impact this will be? Is India planning to develop their entire own ecosystem for that aspect of the industry? I  Yolanda Padron: mean, it looks like it, right? Which is really, I mean, kind of groundbreaking. I know that we talked a couple weeks ago about Europe sort of being a little bit scared of bringing in, um, different manufacturers from Asia, um, and just the, the idea of cybersecurity being something really prevalent and really important to all of these people. So just if India starts siloing everything and that works, maybe that’ll translate to Europe.  Rosemary Barnes: Do you think that it, it can work? Has India [00:02:00] got the expertise in place already to, to make this work, or is this gonna be a real, like, handbrake on their, their wind industry continuing to develop as fast as it has been? Yolanda Padron: I mean, I’m really curious to see it because I don’t know if they’ll bring in a lot more experts to be able to, to do that.  Rosemary Barnes: I know the Indian, um, operating environment is quite different to other locations. I mean, it’s, it’s similar in a way to Australia in its dissimilarity, if that makes sense. I, I think there’s a lot of really India-specific problems, so of course Indian companies are gonna be best placed to take advantage of that. But what we’ve seen so far is a lot of, uh, companies from Europe or America coming in to y- you know, like tweak the way that they attack similar problems in other markets. They’re, you know, moving in to understand India better and take advantage of that. Now, of course, like not every smart operating method or aerodynamic improvement, they don’t all need [00:03:00] real-time data, and probably most of them don’t actually. So I think it’s not gonna like s- snip off this entire kind of improvement. But it is really interesting. It’s quite, like it is quite severe, the restrictions, and I haven’t heard of any other market, um, that is doing that. I, I don’t know, do you think it’s warranted or is it maybe like overly paranoid? I know when I heard that in, um, in Europe they’re not allowing Chinese manufacturers of inverters, for example, and I just felt like, “Ugh, is that a bit over the top?” I’m not sure. Um, yeah, what’s your opinion, Yolanda?  Yolanda Padron: I think it, it might be a little bit over the top. We live in such a globalized world that the idea of one country just siloing completely is, is a little bit strange to me. But- I guess if, if that’s, they have a, a reason for concern, then I guess it might make sense. But to your earlier point, like, I don’t know if the cost of doing this [00:04:00]would also come into play  Rosemary Barnes: Yeah, I think that there’s always a, a, a trade-off. It’s like when you have any kind of l- local content rule, which is similar in a way because it forces, um, yeah, it, it forces your own ecosystem to develop, and that’s, that’s great. Like, it is a missed opportunity if you just have, you know, like a huge new industry and you just import it all, then that i- is a lost opportunity for your own economy. But I mean, in the past, India has had pretty strong local content rules, and they do have a bunch of wind energy manufacturing, um, within the country. They are a country known for really great engineering, so it’s for sure not beyond them to, you know, step up. So yeah, I guess time will tell if this is a smart move from that point of view. I don’t think it’s actually the motivation behind this rule. I think it’s more of a, like, a cybersecurity, um, kind of perspective where you don’t want, you know, overseas companies having the ability to shut down your energy system, for example. Um, [00:05:00] so yeah, but it, it has the potential to have that other effect of, you know, like boosting the local industry or alternatively just slowing down the whole industry because they can’t get anything done. I guess that’s always that balance that you need to, need to look at when you’re looking at local content. So India is deciding who gets to control the data inside a turbine. Our next story is about something inside that same turbine nobody controls yet, the air moving across a blade that isn’t turning. A parked turbine might look like the safest thing on the site. Blades are locked, the rotor’s still, nothing turning, nothing generating. But a new study says that stillness is not safety. When the rotor is locked and the wind shifts, air can strike the trailing edge first and travel backwards across the blade. That is reverse flow, and in reverse flow, the models this industry uses to predict blade loads start to fall apart. Field data cited in the study suggests blades on turbines above 15 megawatts can go aerodynamically [00:06:00]unstable at winds as low as eight meters per second. That is nowhere near a storm. So this is actually already definitely a known issue, and I know that modern wind turbines don’t usually park with locked rotors, right, Yolanda?  Yolanda Padron: Yeah.  Rosemary Barnes: We, we saw that a locked rotor during installation was one of the causes of the Vineyard Wind fiasco, right? Where broken blade pieces washed up on the beach. So definitely something that’s known about.  Yolanda Padron: And it’s something that even onshore you have a, you have your system so that it tracks sort of where the wind is coming from. So even if it’s stopped, it won’t just be stopped at a specific angle, particularly in case the, the winds shift.  Rosemary Barnes: Yeah, and I’ve seen examples of blades failing when, um, there was a storm and there was power lost, so they weren’t able to yaw or pitch a turbine, and that also can cause… Like, any time that- Wind is going in a different direction than what the turbine desi- was designed for, you’ll get unpredictable stuff happening and often, [00:07:00] like, really bad loads. Like the harshest, um, conditions, loading conditions that a wind turbine blade has to withstand is not in operation. It’s if you’ve got just wind hitting like a bluff body, they call it, where a gust of wind just hits flat on the blade and tries to bend it. Like that is way, way stronger loading than, um, than anything it would see operationally. If you’re looking at, you know, like a really severe storm, like a one in 50 year kind of, um, wind speeds, and then if you have flow going on weird angles where it’s creating lift, then you can ratchet up those loads even more. So for sure a known issue. This study, it, it singled out turbines above 15 megawatts, which are huge. That’s a, you know, like a big offshore wind turbine. But I don’t think it’s limited to that. Like what would you think, Yolanda? Is this, is this like purely a big blades thing, or is this something that actually all wind turbines need to take into account? Yolanda Padron: Oh, this is definitely something that all wind turbines need to take into account. It’s something that we’ve seen a lot in the [00:08:00] US as well, um, onshore and s- wind f- uh, smaller wind farms and wind farms that have, you know, 200 plus, um, wind turbines on them, uh, the, the 1X or 2X turbines. Uh, this is also ver- a, a reason that it’s really important, right, to check your systems constantly, and I know that a lot of the, the owner/operators do that, um, in their regular maintenance checks. Um, but it’s, it’s, it’s an issue that, uh, if you don’t have the correct systems in place or if you just remotely reset things, uh, because you see an error that maybe you thought, “Oh, that, that must be just a glitch,” uh, then you start having issues like this that can cause catastrophic failures, not just on the blade but on the turbine itself if, if the blade ends up hitting the turbine, um, it, it ends up hitting the, the tower itself. Uh, and then [00:09:00] a similar issue, um, that can happen too is when you don’t have the correct systems in place for, for an emergency, and so the turbine can just overspin, and that also causes a lot of blade failures, uh, both onshore and, and offshore as well. But I think onshore it’s, it’s just the, the wind farms are so big that it’s It’s easy or, or easier to miss, like, one or two turbines, um, when you’re doing those checks. Rosemary Barnes: Yeah. And I think another issue with keeping the rotors locked out, and one of the big reasons why they moved to pinwheeling as the, you know, um, turbine off kind of configuration, was with the, the bearings, right? Like, it’s not good for the bearings to be totally stationary. Um, so I think that it’s better to, yeah, pinwheel. It’s lower loads on the bearings.  Yolanda Padron: Something, um, similar to this as well, right, and, and I think Wind Power posted about it the [00:10:00] other day, um, about just, oh, it’s really common for, for sites to, to think of, of a financial solution to, to negative pricing being just fully stopping turbines that might not be producing at positive pricing. Um, and then, uh, that can also cause a lot of loading issues because you’re, you’re having a, a turbine at, at full capacity, and then it just stops.  Rosemary Barnes: Yeah, that’s true. The braking loads are, are one of the more extreme loads that turbines have to withstand also. I mean, hopefully if they’re curtailing, um, voluntarily, uh, they’re not doing an emergency brake kind of level. I hope that they’re being a bit more gentle on their turbines, but yeah, for sure, like, the easiest thing for a turbine to do is just operate normally its whole lifetime. That’s exactly what it was designed to do, and anything that deviates from that can reduce the t- life of the turbine, complicate things. So machines keep getting bigger, and the physics keep [00:11:00] getting harder. Meanwhile, the map keeps getting wider. Next, a Chinese manufacturer planting both turbines and spare parts across Southeast Asia. Stay with us Speaker: Are you overspending on lightning repairs? Most operators are because solving lightning damage is complicated. Weather Guard Lightning Tech helps operators reduce lightning damage. Our innovative StrikeTape lightning diverter protects over twenty thousand blades worldwide. Now, StrikeTape Ultra installs faster than ever. StrikeTape Ultra cures uptower in just fifteen minutes, even in cold weather. Visit weatherguardwind.com to schedule a call. Rosemary Barnes: China’s turbine makers are no longer just shipping machines. They are building the network that keeps those machines running. Envision Energy has secured its largest wind project in Vietnam, 200 megawatts with REE Energy, 25 [00:12:00] turbines, grid connection targeted for October 2027. It is also the company’s largest overseas nearshore project to date. And Batangas, Philippines, Envision has opened a distribution center holding major components and spare parts close to the projects that need them. Turbines first, then the parts network. Yelena, I’m just wondering if spare parts was a big headache for you when you worked in asset management, and do you think that this plan of, that Envision has is gonna be a successful one for Vietnam? Yolanda Padron: I think spare parts, having spare parts on site or near a site is always a good strategy. I know that sometimes it can get the, the accounting itself can get a little bit difficult because for at least, you know, in the US for tax purposes, you can’t really sell something from one project to another, so you, you have to be a little bit careful, um, as far as when you hold a part or you’re sending one part that might fit in multiple sites and where you’re technically buying that [00:13:00] from. Uh, but I think the spare parts that they’re having here I, I think it’s a, it’s a really good idea, right? Because oftentimes you might have a, a big, um, there might be a big queue for a particular component that fails years after, uh, it was produced, and then you– I mean, if you need it now and there’s a big queue now, then you need to wait until it can get to site, until it can be produced, until it’s your turn in line. Uh, and so just having those components on site or really close to the site I think is a really good idea.  Rosemary Barnes: Yeah, it’s really challenging. Like it’s, it, it’s easy to imagine how you could organize a spare parts network or, you know, just l- literally a bunch of warehouses holding spare parts for the kind of, you know, like one-off failures that happen routinely throughout a wind turbine’s life. But when you start to see a serial issue or if there’s just, you know, like statistically every now and then [00:14:00] you’ll get clusters of failures even if it’s not a serial issue, that’s when it starts to get really hard. So I know in Australia, and I’m sure it’s the case elsewhere, you kind of got to pair your spare parts inventory with the capability to repair and refurbish as well. Because sometimes it’s like, you know, you might do, like speaking of blades, which is my specialty, you might have a bill of, you know, maybe even a million dollars to do a really big repair on a blade, but that’s better than spending probably, honestly, the similar amount of money on a brand-new blade, but then that comes with a six-month or a 12-month, um, wait time. You know, like obviously you’re gonna save overall if you can get that turbine up faster. And we also see a lot of, um, in-country capabilities to refurbish, you know, all of the drivetrain components and, and everything like that, and I think that that is such an important complement. Like your spare parts strategy should never just be about having them physically sitting there, ’cause if you were [00:15:00] to have enough to cover any situation, then, you know, most of your components would go unused over the, the lifetime of the wind farm. And it’s not like they’re just swap in, swap out for any different wind turbine, right? Like they are usually quite turbine specific.  Yolanda Padron: I completely agree with the idea, especially with blades and how trif- tricky some of the new blades and their, their repair processes can be. It’s really important to have a plan and not necessarily just, “Okay, now I’m gonna throw this one out and bring in a new one, and always hold a new one,” because that’s really expensive. Um, and it’s also really, really important to, uh, that doesn’t matter what particular part it is, that whatever storage facility you’re using, that you’re, you make sure that the environmental factors impacting the spare parts are taken care of, right? So, um, I know I’ve seen spare parts for a battery site or spare parts for a solar site, uh, that just kind of end up degrading even more than the parts that were in [00:16:00] operations because no one was really looking at them. They were just outside in the elements, and then you just wasted millions and millions of dollars for really nothing. Um, something that you need to take to the landfill eventually or report.  Rosemary Barnes: Hopefully recycle it if it’s electronic waste.  Yolanda Padron: I completely agree that to, to be able to, to have any sort of replacement strategy, you, or any sort of spare parts strategy, you need to make sure that, that the replacement strategy is there and that the refurbishment strategy is there. If there’s anything that you can recycle in-house and use in-house, that’s a lot better than just landfilling anything or sending anything to be recycled elsewhere where it just piles and piles and piles up.  Rosemary Barnes: Yeah. I think also it’s reassuring if you’re buying wind turbines from maybe a, a less well-known manufacturer or less well-known in your country, I think it is reassuring to have a, like just a stack of spare parts on site, because that will give you the confidence that if [00:17:00] and when things start to go wrong, you know, a few years into the wind farm’s operation, you are gonna have that capability. ‘Cause I think it is, like it’s a big leap to move away from the really, really well-known, uh, manufacturers into some of the less well-known ones and have the confidence that y- you know, you wouldn’t have any- anyone to ask what they’re like for service, uh, for example, and you might also not have confidence that they’re even gonna exist in, you know, 10 years, 20 years, 30 years’ time. So having the parts on site can give you that confidence. Although, as you say, if those parts aren’t actually functional when you go to use them, that can be worse than not having them in the first place because you thought that you were okay and then you find yourself scrambling. That’s not ideal at all. Yolanda Padron: Yeah, I completely agree. I did hear about someone who, um, had a, a blade that they They thought they, they didn’t really have the capabilities in-house to, to restore it, and so they sent it to be recycled, [00:18:00] and then later it was sold to them by their OEM, um, on site. And so I think that also speaks to the… And, and it was just because someone noticed the serial number was exactly the same and kind of noticed. It was, it was really honestly kind of a funny, funny thing in retrospect. But, uh, and it, it just speaks to the idea of you really need to understand if you’re holding spare parts and, and just in general, even if you don’t wanna hold spare parts. Um, the idea of being able to refurbish or have a plan to be able to refurbish the, the materials that you have on site is really, really, really important because it can save you so much money. I mean, the, I mean, the, for that case, just the, the transportation costs of hauling the blade off, of paying someone to recycle it, of paying for a new blade, um, and everything just to kind of be bamboozled in that way where you could’ve just repaired it on site is, is It’s almost a no-brainer, yeah. Rosemary Barnes: I gotta say, that’s like a real recycling win, right? Like, you can’t get [00:19:00] better than, than that. Uh, you know, you had a blade, you recycle it into a blade. It’s, you know, performing exactly the same function, better than shredding it and hiding it in a, you know, a footpath, a sidewalk, or something like that. Stay with China a moment longer, because the product strategy tells you as much as the project map. Mingyang Smart Energy has unveiled the Tianchi MCD 5 MW turbine at its factory in Guizhou. It’s the first machine in the company’s new medium-speed compact drive platform, a semi-direct drive that Mingyang says cuts component count by 60%. And it is built for sites nobody used to bother with: mountains, plateaus, places where the wind averages four and a half meters per second. Now, Yolanda, 5 MW is pretty big for an onshore turbine in locations. It sounds like, you know, these locations, aside from the, like, less than ideal wind resource, also sounds like places where it’s actually, you know, transport might be a bit of a constraint. I wonder what their strategy [00:20:00] is gonna be to get those large components and installation equipment in.  Yolanda Padron: Yeah, I mean, it’s, it’s not gonna be the first site, I think, that we’ve seen that where they have to develop some sort of game-changing vessel or crane or something to be able to, to get things, uh, to the site. Uh, my, my first thought honestly was just kind of like, “Oh goodness, that might be a lightning nightmare depending on, on where they’re located.”  Rosemary Barnes: Yeah, that’s true. Like we’ve seen in Japan, they have all their turbines on the ridges where the wind speeds are great, at least. Um, but they have been just absolutely destroyed by lightning, like really, really dealing with extreme situations. I think also, like these are low wind speed sites. Like what, what did they say? Four and a half meters per second average wind speeds? I mean, that’s like half what you would consider a good, a good site, right? And we know that the power in wind, it goes, like it increases with the cube of wind [00:21:00] speed. So, um, you know, like if you double the wind speed, you get eight times as much power. So it’s like all of the challenges associated with a high wind speed site in the mountains or, you know, somewhere tricky to get to you know, at least you’ve got eight times the power to make up for the effort of maintaining it. Uh, just it seems like, like a lot of effort to get to a low wind speed site, right? I think these turbines, the cut-in wind speed is gonna be two and a half meters per second, so you know, again, like you can reduce your, yeah, like the, the wind speed a- again by another factor of eight. It’s almost nothing at that wind speed. It really, yeah, I don’t know that you can make up for a low wind speed site by having a really low cut-in wind speed, right? Like, you’re still gonna end up with low power across the board.  Yolanda Padron: Yeah, and it’s, it’s strange too, I mean, we said it’s, it’s a mountainous region, right? And so, and the transportation [00:22:00] in itself, I mean, we talked about the idea of bringing them in is gonna be difficult. But I know that a lot of times we see a lot of blades that have issues down the line because of the transportation issues and because of the way that maybe they, they didn’t use the lifting points right, and there might be a lot more transportation issues or damages from transportation on the site if they come in and it’s a completely different terrain that they’re used to. Uh, and teams have to build in a completely different terrain to- that- than they’re used to, then that might also cause problems down the line. Not to mention the idea that I know sometimes in sites where there’s already roads, uh, it, it, because of the position of the turbines, because of the, the way that things are, are mapped out in development and construction, sometimes it’s a, a hassle for operations to, to get the correct cranes or trucks or everything in there to do any sort of maintenance. Uh, so [00:23:00] I can’t imagine in a place where it’s just really, really difficult to get to in general.  Rosemary Barnes: Yeah, and especially over the lifetime, you know, maintenance i- is gonna be such a challenge. So I think that it sounds like they’re aware of that because their emphasis with this new platform, dropping the component count by 60%, that’s a claim from Ming Yang that I haven’t seen the details of. It seems highly implausible but, um, yeah, I would wanna look into that a bit more to believe it. But they also say that their new bearings and gearbox features lift reliability by 10%, so yeah, I think that that is going to make their job a little bit easier, but yeah, I don’t know if it’s enough that would make me wanna invest in a wind farm with a, what was the number? Four and a half meters per second average wind speed. Seems marginal at best. So new machines for marginal sites built in China and priced to compete. Now let’s move [00:24:00] to Denmark, where the employment numbers show what that competition feels like from the other side. Back in a moment. Speaker 4: Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions Rosemary Barnes: Numbers out of Denmark tell two stories at once. Green Power Denmark counted [00:25:00] just under 110,000 full-time jobs across the Danish energy sector in 2025. That is up 1,526 positions or 1.4%, slightly ahead of Danish employment overall. That is the good news. Inside the wind sector, employment fell to 32,700, a drop of roughly 500. Green Power Denmark blames international competition and unfavorable market conditions. Its chief economist calls the dip normal You know what, Yolanda? I think that if Denmark’s labor market is weak in the wind industry, there are many countries outside of Denmark that would wanna snap up that talent. I know that my own company, Pardalote, is included in those numbers of people that would really like to have Danish talent. I’m trying to s- hire someone currently that’s got wind turbine blade expertise, and I tell you what, that is not easy to do in Australia. So I would say if there are any Danes listening or watching who fancy a move to Australia, then please do get in touch [00:26:00]if you have some excellent wind turbine blade experience. Yolanda Padron: You guys would have a lovely, lovely boss. I’ve- I just gotta say that. The learnings that you have in Denmark and just the, the, the school- not just from the schooling, the, the onsite, I mean, it- it’s just historically Denmark’s been really, really great in, in wind. And there’s just so many bright minds, um, that d- I mean, if, if they can’t find a j- a job in Denmark, then I, I agree that there’s a lot of places in wind that if they’re, they’re okay with moving, they’ll, they’ll find a, a good spot that’ll receive them really happily. Rosemary Barnes: I know it is a bit of a, like, a cultural blocker. Danes more than other nationalities that I know are, are really, um, I don’t wanna say attached, it makes it sound like not quite the word I’m looking for, but they, they do really appreciate the region that they’re from and, you know, family is so important to Danes, so not the easiest thing [00:27:00] to just say, “Just move to the other side of the world.” But you know, I did it. It, it can be done and, uh, yeah, Australia is, has got very nice weather, especially at the moment. It’s, um, it’s gonna be… It’s been, like, in the high teens Celsius all this week, and this is, I’m in Canberra in still winter and, uh, yeah, like, on the weekend it’s gonna be 20 degrees. It’s, you know, normally 15 degrees is a really great one-off day in winter. It was my birthday this week and in Denmark there is a, a saying or a, you know, a belief that if you have good weather on your birthday, then that means that you must have been really good all year. And the weather was just, like, unprecedentedly good for my birthday, um, yeah, for a winter day. So obviously I was very, very good this year. Yolanda Padron: You’re a great person, and happy belated birthday.  Rosemary Barnes: Thank you. But it is something that I say every time we get another story about another Danish wind energy company that’s, you know, doing layoffs and, you know, I’m honestly surprised that it’s [00:28:00] only 500 fallen in wind energy. If you look at, like, even just the job losses at LM Wind Power alone, um, I think that it would be about that many, right? And so there are obviously some other companies um, growing to absorb some of the job losses, ’cause for sure we’ve covered more than 500 job losses just on the show. But I know I always feel really sad, um, not just for the people involved who y- you know, probably love wind energy and wanted to work in that field, but I feel sad that, you know, this was such a strength for Denmark, their, their wind industry, that they had been, you know, developing this expertise since the ’70s, honestly. Uh, really, really world leading and, uh, of course, like, globalization means that you can’t, like, stay siloed forever, and Denmark obviously also took advantage of that globalization to, you know, export. Wind industry was a huge export market for Denmark, and still is. Um, but I do, I, I just feel really bad at the companies that are losing, um, all of that, you know, institutional [00:29:00]knowledge and the really, really deep specialist knowledge. It’s, um, yeah. Uh, and they’ll go on to, you know, bring new skills to other industries, but it just makes me sad. As a wind energy lover and, um, you know, somebody who has a lot of friends that work in wind industry in Denmark, I do feel, feel sad. And there are some of my old colleagues who are amazing, like, literally the best engineer that I ever worked with, an electrical engineer, it, it was not easy for him to find a new job in wind. I’m actually not sure if he’s working in that industry now. And plenty of other, like, really, really talented engineers that have gone on to other, um, yeah, other different kinds of industries, and it just makes me a little bit sad.  Yolanda Padron: Yeah. I mean, there are a lot of people too that are com- And I agree, it’s sad. It’s really sad. But I, there are a lot of people too, some friends that, uh, just, you know, started doing consulting on their own, and it’s, it’s good to see that they’re still in wind, you know? Because they’re, they, they’re so smart and they have so much knowledge of so many years in the industry that they bring to the table, um, [00:30:00] that, I mean, it, it might even work out better for them, right? Because maybe now they’re not just wor- focusing on Denmark itself, and now they get to, to expand and do what they evidently love to do, uh, the, for clients around the world, which is really exciting.  Rosemary Barnes: Well, that wraps up another episode of the Uptime Wind Energy podcast, and my first as the primary host of the show, so let me know if you think I did a terrible job in the comments. Comments boost engagement, make me look better. So if today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn, and if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And don’t forget to subscribe so you never miss an episode. For Yolanda, and Matthew and Allen Hall in their absence, I’m Rosemary Barnes, and we’ll see you here next week on the Uptime Wind Energy [00:31:00] podcast.

Business of Tech
When AI Outpaces Humans: Jason Kemsley on What Happens to MSP Roles as Automation Advances

Business of Tech

Play Episode Listen Later Aug 31, 2026 17:25


The episode reveals a structural shift away from indiscriminate adoption of AI tools toward targeted deployment based on business needs within the MSP sector. According to Uptime Global, a channel-only outsourcing provider, premature or hype-driven implementation of AI frequently results in incomplete projects and missed operational gains. The review of AI execution within MSP ticketing environments shows that sustainable value emerges when organizations align AI initiatives with clearly identified business issues, rather than searching for use cases to justify a technology already acquired. Concrete evidence from Uptime Global's experience indicates that approximately 25% of their MSP partners have deployed notable AI solutions beyond ticket triage functions in the past 18 months, according to Jason Kemsley, Chief Revenue Officer. Outcomes vary: roughly half saw ticket volume reductions of 10–25%, while the remainder experienced limited value or customer dissatisfaction tied to inadequate human involvement in support processes. Uptime's operational model uses a confidence threshold for AI-driven actions, where only outputs above 98% confidence automatically execute—mirroring human engineer accuracy rates—and anything below triggers human review. Supporting developments further highlight the shift's operational impact. Uptime Global has eliminated dedicated triage and dispatch roles due to increased AI efficiency, resulting in a role blend where “first responders” now handle both traditional triage and basic technical support tasks within set time limits . The company's pricing structure is affected by AI efficiency, creating margin pressure as contract models based on per-ticket or per-device pricing are exposed to declining ticket volume and shifting customer expectations around service value and outcomes. For MSPs and IT service providers, the operational implications center on increased pricing pressure, the erosion of certain labor-based roles, and the requirement to redesign governance and accountability models to accommodate both automated and human ticket outcomes. Vendor dependency grows as MSPs rely on AI-driven platforms to triage, allocate, and resolve tickets, increasing exposure to platform-specific risks and necessitating clear thresholds for AI confidence and human intervention. Contract structures that do not account for dynamic efficiency gains may create pricing misalignment and customer dissatisfaction over time, emphasizing the need for providers to actively manage and transparently communicate both the tradeoffs and limits of AI-enabled support. Supported by:ProofpointScalePad

Dad Starting Over Podcast
How ADHD Can Impact Your Relationships - Live Chat with Cassie

Dad Starting Over Podcast

Play Episode Listen Later Aug 31, 2026 57:41


Cassie is back. She's an occupational therapist who works with neurodiverse kids, she lectures at the college level, she'll have her PhD next May, and she has severe lifelong ADHD herself. She doesn't dance around any of it.By my estimate the majority of the men in my community are neurodivergent in one flavor or another. This conversation is about what that actually does to a marriage.We get into:The man who had a business, a full social life, and six things going at once, gave all of it up to get married, and lost himself inside a yearWhy handing your wife the job of being your only source of stimulation breaks both of youRejection sensitivity: why a look on someone's face can take you down three floors before your brain catches upTime blindness, and why "I've just been busy" doesn't land the way you think it doesHyperfocus, energy, and deep connection as actual strengthsThe difference between ADHD hyperfocus and an autistic special interestThree conflict tools you can use tonight: regulate before you speak, name a return time, apologize onceThe breakfast change Cassie calls the single biggest thing she didIf you're the guy whose garage is full of hobbies you used to love, this one is for you.

The Uptime Wind Energy Podcast
Maine Approves 800 MW Wind Farm, Ming Yang Lobbies UK

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 31, 2026 2:34


Allen covers Clearway’s 800 MW wind farm in Maine, the state’s largest ever, along with Suzlon’s $1.2 billion project in India and Masdar’s growing battery pipeline in the UK. Then Mingyang lobbies the UK’s new Prime Minister to reverse its ban from British waters. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Up in Maine this week… they picked a spot for a wind farm. Eight hundred megawatts. The biggest the state has ever seen. Hold that thought. Halfway around the world… India broke ground on something even bigger. And in between… a Chinese company knocked on Britain’s door. Again. Start in Aroostook County, Maine. The woods up there grow timber… and wind. The Maine Public Utilities Commission chose Clearway Energy to build eight hundred megawatts of turbines on commercial timberland in the rural north. Avangrid will string the power line to connect those turbines to the New England grid. Commission Chair Phil Bartlett says the project will save Maine ratepayers at least three hundred and eighty-seven million dollars. Two-point-four billion in economic output. Thousands of construction jobs. Six hundred megawatts stay in Maine. The rest goes to Massachusetts, Connecticut, Rhode Island and Vermont. Five states… one wind farm… one forest. Now fly east across the Atlantic. In Rochdale, England… Abu Dhabi’s Masdar just flipped the switch on its second battery storage plant in Britain. Thirty-five megawatts. Seventy megawatt-hours. Enough to power thirty-five thousand homes a day. And it responds to grid swings in milliseconds. This is part of Masdar’s one-billion-pound pipeline of battery projects across the UK. Three gigawatt-hours planned. One of the largest storage buildouts in the country. Wind needs a partner. Batteries are volunteering. Now south… to India. Suzlon just broke ground on thirteen hundred and twenty-five megawatts of wind in Ananthapuramu, Andhra Pradesh. The investment… about one-point-two billion dollars. Sixteen hundred new jobs. Suzlon already has a blade factory in the region. Capacity… twelve hundred and sixty megawatts a year. And the company is training twelve thousand young people, including three thousand women, in green energy skills. India’s wind sector just crossed fifty-eight gigawatts. It was twenty-one gigawatts in twenty fourteen. And staying in India… Saudi Arabia’s Alfanar Group just put one hundred million dollars into its Indian turbine subsidiary Senvion. Thirty-four million released this month. The rest in weeks. Senvion builds one-point-five gigawatts of turbines a year. Saudi money. Indian manufacturing. Global ambition. Now… one more item. And this one has an edge. Ming Yang… the Chinese turbine maker banned from British waters on national security grounds… wants back in. The company had plans for a one-point-five-billion-pound factory in Inverness, Scotland. Fifteen hundred direct jobs. Eight thousand in the supply chain. Labour ministers shut it down in March. The Ministry of Defence worried about spying. European rivals complained about Chinese state subsidies. Now Ming Yang is lobbying the new Prime Minister, Andy Burnham, to reverse the ban. The company says it can deliver “growth in every postcode.” That phrase… is Burnham’s own. A government spokesman says there are no plans to review the decision. So what does this week tell us? Supply chains are going local. Saudi capital into Indian turbine factories. Maine insisting on new transmission before new generation. Britain locking the door on Chinese hardware while Abu Dhabi builds its battery network. The message is clear. Countries want wind power. But they want to own the pieces. Watch for this. Permitting… not technology… is the bottleneck now. Maine’s project was authorized in twenty twenty-one. It is twenty twenty-six and they are still years from turning a blade. And storage is no longer a side conversation. Masdar’s billion-pound UK commitment says batteries are becoming infrastructure… not experiments. For professionals in this industry… the work ahead is not just building turbines. It is building trust with governments who are choosing energy security over speed. And that is the state of the wind industry for the 31st of August 2026. Join us for the Uptime Wind Energy podcast tomorrow.

The Uptime Wind Energy Podcast
Morten Handberg Answers the Big RCA Questions

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 27, 2026 21:22


Blade specialist Morten Handberg on when an RCA pays off, what SCADA data can and cannot tell you, and why erosion gets written off as wear and tear. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow Allen Hall: Morten, welcome back to the program.  Morten Handberg: Thanks, Allen. It’s so– It’s, it’s so such a great, great pleasure to be back again.  Allen Hall: We have a lot to talk about today because of root cause analysis and the number of operators that are really struggling with RCAs, of when to do them or when not to go down the RCA pathway. It, it– There’s a, a ton of confusion in the industry about it, and we thought, well, this would be a great time for Morten to come back and explain when is the right time for an RCA. So Morten, when is the right time for an RCA? What should we look for? Or wh- how big of the problem sh-should it be [00:01:00]before I find somebody to help me do this RCA? Morten Handberg: So the obvious question is typically when something really bad happens, then I think everyone can agree that, you know, we should definitely do an RCA to get to the bottom of this. And that’s also just from a– It’s both from a technical perspective to sort of figure out, you know, why did this happen, and, you know, um, who… Well, what is the, what is the main cause? Is it, is it something that, you know, it was happening while we were operating the asset, be it turbine or whatever? Uh, was it something that was inert in the bla- in the, in the turbine, the blade, the gearbox that was just waiting to happen? So that’s always very important to know. Also because it tells you what is the chance of this happening again, you know, and, and can you prevent it in a meaningful way? Um, and there’s also a, a safety aspect to it because it’s– so it also tells, you know, uh, what if, you know, you don’t want blade falling left and right. You don’t want gearbox ex- [00:02:00] gearboxes exploding. You don’t want towers to collapse. We can all agree on that. Uh, and you don’t want this to happen because you don’t, you don’t want to run the risk that someone gets hurt, uh, hurt by it. So then RCA is a really important tool to investigate and find out, well, what happened here, and how can we prevent it, and what is the chances that it happens another time? So that, that is sort of the– That we can always agree and we would do it when, when something really terrible happens. Then there is the, you know, not so critical ones where, you know, you are just in time, uh, that, that, that you catch it, and then the question is, what is the– when is then the right time for that? Allen Hall: There seems to be a couple of phases in the lifespan of a turbine where the RCA, it becomes a little more critical. In that first year or two, particularly if the turbine is under warranty or you’re getting close to the end of the warranty, there– at least from a lot of operators I have spoken with, that, uh, [00:03:00] they would like to do an RCA as more of a documentation of what has happened on the site to then maybe claim serial defect maybe l- at another point. There’s just like the record-keeping part of RCAs, which I’m not sure is the right level of effort for what you’re trying to accomplish. Is, is the RCA the right approach there if you have a, a gearbox issue or a blade issue early in the life cycle of a turbine?  Morten Handberg: There is definitely before the end of warranty, there is a, there is an, there is an aspect, you know, when should you actually do an RCA? And it should, it, it should benefit you in a way where you can– where there is an economical benefit, because it might not be a massive critical issue, but something that will lead to a lot of maintenance down the t- down the line. Um, but if you want to make it successful in the warranty claim, then you really need to know what is the, what is the cost behind it. Is it wear and tear? Is it [00:04:00] a manufacturing defect? Is it, uh, environmental conditions, uh, that are, that are causing it? And these, these becomes really important. That’s also why you can, you, you can, you can do an RCA on erosion, uh, because it, it can be important if you see massive, uh, erosion degradation that you really want to understand, what are my local conditions? Um, and a good example here is Australia, because Australia doesn’t work like Europe. We– You can take all the experiences we have from Europe, but it does not work in Australia. So you might want to do your, your, uh, root cause on that specific issue localized, uh, to really understand it, and that’s when RCA becomes really strong to sort of find out what are the underlying mechanisms, uh, that enables this. But you can also pour in a lot of cost and effort into relatively minor defects, uh, or issues, um, where it does not really benefit you in the long run, and that will always be a challenge before end of warranty because you don’t really know what will, [00:05:00] what will hit you down the long run, and that’s where you, you know, then, then it becomes more of a strategic decision. You know, breaking bolts, if you’ve seen one, maybe you don’t want to do an RCA on it. That does not really seem to matter to you that much. It’s just random occurrence. But if you start to see it, uh, in, in quick succession on multiple turbines, adjacent bolts, then it’s important for several reasons. One, you might– If you’re still within warranty, you really wanna know why is this happening and, and how do you fix it long term so this not– does not become a headache for the next 25 years? Um, so you want to, you want– you really want to understand that. And two You can, you can live with a few broken bolts on the blade, but there, there will become a critical point where the blade will liberate and then, uh, it will, it will col- it will, it will, yeah, leave the turbine or, or collapse on its own, uh, depending on the turbine model. And, and that is really critical to, to, uh, to avoid and, and to, uh, to [00:06:00]understand that. Um, and maybe the outcome of the idea of the RCA is monitoring, but that is a really important knowledge to have.  Allen Hall: That’s a good point about the monitoring aspect because I think a lot of times when a operator chooses to go down the RCA path, what they’re expecting is just to get a report of this is the conditions that created the damage or created the unexpected outcome Uh, it, sometimes you may not be able to get to that final answer, and the answer can be, we need to put conditioning monitoring on to have a better understanding of what the fault is. That’s not a invalid RCA. That’s a really useful tool. But a lot of operators don’t think of an RCA as being that sort of outcome. That, that is actually where a lot of the industry problems can be solved, right, is to get the engineering up in upfront to then maybe have a little longer time or maybe instrument another [00:07:00] turbine to see how big this problem is. I- is, is that the approach that which you would, uh, aspire to apply to some of these wind sites today?  Morten Handberg: I think that monitoring, uh, understanding the monitoring requirements is a very critical point, uh, outcome of an RCA. Both– And you can use it both during your investigation to sort of find out when you have, you know, uh, to, to find out how do you detect it efficiently, uh, but also what are the right methodologies and what is it actually that you want to achieve, uh, with mitigating this issue, and then what, what kind of, what kind of monitoring do you need. So for instance, if you have, if you have, if you have cracks starting in your laminate, you know, do you need acoustics? Uh, do you need deflection monitoring? Um, is it es- is it vibration monitoring, or is it, um, or is it some kind of, uh, video monitoring, um, that or, or infrared scan that, that, that you need to, to keep, um, to, to, to ca- And again, the essential [00:08:00] part is then how do you catch it in time that it does not become a critical issue? Uh, and, and then by using the RCA to find out, well, what is the best methodology to, to detect this and detect it in a cost-effective way, uh, that, that leaves you in, in good shape to, to maintain your turbines. That is a, you know, that is a really strong value proposition for the RCA.  Allen Hall: Morten, when I talk to a lot of operators about doing an RCA, uh, they don’t have access to high-speed scada, scada data. They, they have access to low speed, depending on what their arrangement is with the OEM. Uh It’s really hard to get the high-resolution data, and they do not have the algorithms that maybe be able to tell them something about the turbine. They’ll just have sort of raw data streams. How important is it to get some of that high-speed data and the understanding of how that turbine is working as a, a fault [00:09:00] happens or s- some sort of failure happens? Morten Handberg: It kinda depends on what it is that you’re, that you’re looking for. So for a lot of… for, for, so for SCADA data, it will, it will give you, um, a more holistic view of what, how the turbine is performing. It will give you the power production, wind speeds, wind turbine, uh, the blade pitching. Um, so it kinda gives you an understanding about how it is, how, how it is operating, but it st- does not really give you any specifics about the condition of, of the blades, of the gearbox, of the bearing, of the main shaft, of the tower. So, um, so it does, so you don’t really have any, any detailed sense of that. You do have alarm logs, and they can be quite important. But in order for, uh, to sort of, uh, to tie that in with the failure that you’re seeing, you have, need to have a very, uh, a very strong sense of, you know, have, need to have an accurate sense of when did this actually happen. So establishing the timeline of when the failure occurred, that, that sorta increases [00:10:00] the value of SCADA data. Um, so you can– The, one of the things you can learn from SCADA data is you can see the performance was, were, versus what, how the power production is. And then you can start to see, you can start to see how the, you know, if there’s any deviation, um, uh, that ties up in environmental conditions that, that sort of, that would affect the, the, uh, any of the turbine components. And then SCADA data can be a very, uh, very important tool in addition to your other analysis. But you still need… But SCADA data is only a part of it, and it will only give you a s- a sense of, uh, com- with the alarm logs, it will give you, it will give you, it sorta help you build the timeline of what actually happened here. And I can give you an example. So- If we’re looking at a blade failure, and we sort of know, well, the blade broke in half at a certain point in time. It was, uh, a very rapid occurrence, so it, it was not something that happened over a very long period of time. It was, it was a quick succession. When [00:11:00] did we start to go wrong? Um, then scatter data can be really good to sort of, you know when it failed because the turbine did restart. But was that when things went wrong? Not necessarily. Uh, there could be times before that when you could have had tower oscillation, so shock effects. It can, it can be, um, it can be, uh, alarms from the pitch system that says, you know, the, that there is something with the blade. It does not really behave right or that it can’t really turn right. Um, and/or the, the turbine does not really produce as it should. That can then, that can then help you establish, okay, how far back is this actually? When, when does this really start from when it collapsed and then when does the issue started to occur? Um, so then, then, then scatter data becomes useful, but it’s not something that will tell you it was lightning, it was manufacturing, uh, or otherwise. That scatter data doesn’t really work for that, but it helps you establish the timeline of it.  Allen Hall: All right. That’s very interesting, uh, because I think that plays into some of the questions about [00:12:00] insurance and when you have a damage or some situation where you have had exceeded the deductible, right? So you’re, you’re, now you’re into a couple hundred thousand dollars of a claim of some sort. There’s two opposing opinions about RCAs that right there is, one is I’m gonna file a claim. The insurer will perform the RCA and come back to me with what actually happened, and then we can figure out the financial details. The other side is, I wanna have an RCA so when I hear back from the insurer, uh, that they, uh, my RCA aligns with their RCA, that we’re in agreement. And if we’re not in agreement, uh, how do we handle the difference? What is the right approach there? Is there a right approach there?  Morten Handberg: Often where you would start is, uh, you would actually a- if, if there is an issue and you’re, as an operator, is concerned, you would often start with going to your OEM and saying, “Hey- We see [00:13:00] this. This does not seem right, or this component failed. We need you to provide an, an RCA and if you have a good contract, then the OEM is obliged, uh, to provide that. But that will state, that will be stated in, in your contract if they are required to do so. So I would, I would use my contract for that. Then if, uh, they don’t are required to perform an RCA, they don’t want to, or you’re unsatisfied with it or, and you have filed an insurance claim, then, uh, then there might be an obligation for you to carry out an RCA. Or there might be a strong desire for you to sort of either find out, well, is the OEM right? Um, or is there something I need to challenge them on here? And then an RCA become– And that, that, that’s when you want to do your own RCA. Uh, and then whether or not you, the insurer, uh, will do an RCA, that, that sort of depends on the, on the process of the claim. Uh, if there’s any, uh, if there’s a [00:14:00] contes- some, some contention, uh, between the parties. Um, more often than not, there is, there is a, there is collaboration between all parties if all are interested in, in seeing things coming to, to the right end, and that they use– sort of let the RCA be the, be the guiding star and that everyone can agree, okay, whatever the outcome of the RCA is, we’ll stand behind that as long as it’s carried out in a professional manner. And these different boxes that we want to have checked, that they are all verified and there’s documentation for it. So it can be an, it can be a good tool to, uh, to sort of, uh, have an alignment on the, um, on, on a, on a claims process, really.  Allen Hall: I wanna touch on how the OEMs play into the RCA. So l- let’s use the example which is happening here in the United States quite a bit, and also in Europe offshore, which is leading edge erosion And the question regarding wear and tear versus something that’s a claim, and [00:15:00] if ex- there’s been accelerated leading-edge erosion, trying to put a root cause to that. Is it a manufacturing issue? Is it a location issue? Is it a maintenance issue? It could be all of them or a combination thereof. Uh, how does that work? And is the RCA the right approach there just to put some markers in the ground as to what the issue really is or the underlying causes are?  Morten Handberg: Yes, but it has to be an independent RCA. Um, because there, um, if there is invested interest in having one result over the other, then there will always be distrust between the parties. Um, you know as well as me that a lot of leading-edge degradation, I would say, is being marked out, marked out as leading-edge erosion. Uh, but from some of our previous talks then, you know, there is very much difference in leading-edge erosion defects because you can have scratches, you can have voids, you can have, uh, peeling, chipping, and you can have erosion.[00:16:00] Um, but and, and they look very distinct, but often they get thrown into the same category, and they get thrown into the same cause, being wear and tear, which is ridiculous because, um, a lot of it is, uh, uh, uh, you know, some of the key defects they’re manufacturing with, uh, driven. So peeling and voids, that is manufacturing, and they are driving a lot of the erosion. But if that gets masked as erosion, then, well, it’s just an environmental de- effect, so we can’t really tell. And I think also, you know, a lot… there’s a lot of, uh, issues regarding leading-edge protection systems peeling off, and then they don’t work as well, which is also somewhat, you know, we, we talked about this before ear- earlier in the podcast, you know, Australia having their own issues. I think one of the issues that they have is environmental conditions, that’s very obvious, but that leading-edge protection systems are notoriously difficult to install there because of the hot and at times humid conditions, and they don’t work very well with a lot of [00:17:00] leading-edge, uh, products. So that would mean it’s not an environmental effect that caused a leading-edge erosion, uh, systems to fail, to fail. It’s the application. Um, does that mean that Australia need their own product? Yes, but they need systems that are reliable and applicable in their con- in their conditions that will lead to, uh, stronger durability. And again, that’s what you need the RCA to, to, to figure out. And if you have a, an RCA carried out by someone who wants it to be wear and tear, then regard- then unless you can… they, they, they come up with something else than wear and tear, you will always have a, a slight distrust in the result. So that’s why I would always argue, if you have concern for leading-edge erosion, then absolutely go to your O&M, figure out if they have a– if they’ve seen it before, they are keen to, to engage and provide a suitable solution and, and, you know, share actual knowledge. But I would always keep in back of my head that if, if you’re not [00:18:00]100% sure about their– them telling the right– you– they’re, they’re telling you the truth, I would get it sanity checked, and I would carry out my own independent study which is what a lot of O- O&Mers are doing.  Allen Hall: That’s a really important bit of information for sure, Morten. When going out to look for an RCA provider, what tends to happen, at least in the United States, and I think, uh, Australia can be this way at times and, and Europe definitely is, is that the chosen supplier of the RCA is one of the acronym companies. We all know who we’re talking about here. Just because they’re large in scale and they have a lot of capabilities, they have a lot of engineers, and, uh, they b- some of these things are pretty routine, and it does seem like they can, can do this job. But I’m seeing more and more independent companies doing RCAs because of the level of detail. Some of the bearing issues that have popped up really require an expert in [00:19:00] bearings. Some of the tower issues require someone, especially foundation, someone who’s knowledgeable about concrete. Uh, same thing for lightning. Usually you need somebody who knows something about lightning to be involved instead of a, a, a larger organization. What are you seeing in that space today? Are you seeing more, uh, narrow focus, uh, independent groups or engineers working on RCAs, or is it still mostly the big companies that we all know?  Morten Handberg: I would say that, uh, all of the acronym companies, uh, all have very good, talented engineers employed. I don’t think we need to d- you know, we can all agree on that. But, uh, what I can sometimes be concerned is whether how much politics plays into their, um, their output. Um, so what would be important for me if I was, if I own a wind farm and my expertise is blades. So if I needed someone to look at my tower or my, my gearbox, I would find an expert within that [00:20:00] field. I would definitely find someone in my network or, uh, uh, or, uh, otherwise that I know can provide an independent and honest opinion without, uh, having any any relationship to any of the OEMs or component suppliers, um, including the, including the coding suppliers. They’re all good. They’re all, uh, very, uh, all, all very skilled, have good products. But they’re gonna want someone to look at, you know, what is the best solution for me with what is out there, um, and not be blindsided or focused on what is, you know, uh, other in, in interest in that.  Allen Hall: Right. Because it, it’s, it’s sometimes hard to tell where y- everybody’s intentions lie. It’s like hiring an attorney, I think, at some point, and that’s what I tell people is it’s like hiring an attorney. Do you want an attorney that’s on your side, y- y- or and helping you? Do you want someone who’s more like a judge that’s just an independent person [00:21:00] or, or an advocate? Like, what are you looking for exactly? And it, uh, you need to think that out, uh, before you make your selection. And a lot of times there’s just a couple of defaults, which I have Have done really well, obviously, because the larger firms have a lot of engineering experience and have seen things globally, but not necessarily– That’s, that doesn’t mean they’ve seen your particular, uh, problem, particularly on a, on a new turbine design. Those are really difficult RCAs, in my opinion. And Morten, you see this all the time on new turbines. Like, those are the troublemakers in, in– from engineering to try to solve the problems ’cause they’re, they’re new.  Morten Handberg: Yeah, and we’re, we’re, we’re playing catch up, uh, with the, with the technology, and we’ve, we’ve been, been, been like that for for quite a few years now. And, and whenever, uh, a, a new blade that is, uh, ten meters long, well, we think we know what the, what the previous versions, how they worked and, uh, and what, what could go wrong with them, and that’s both in terms of the structure, in terms of the, uh, storage, in terms of, of lightning.[00:22:00] But it seems like, you know, there’s some-always something new popping up, uh, and also in new environments that we’re installing turbines creates new problems that we haven’t really foreseen. And, and again, if something that you’re not expecting then suddenly starts to appear, that’s also when you, you really want to, to use the RCA tool to, to sort of get to, uh, get a handle on what is going on and get an– and get that deep dive understanding about what it is, because it will help you, uh, uh, understand, well, what are my risks going forward, and what can I do to mitigate? Uh, and, um, yeah, on, you know, uh, and is there, is there, is– Do I need to, to look at, uh, putting a claim together?  Allen Hall: Morten, this is super helpful. I know a lot of operators around the world, uh, really question when to do an RCA, and if they should be doing RCAs, is it worth the spend? And you’re a great resource on that just because you’ve done a number of RCAs over the years, and you’ve been involved in [00:23:00] other companies that have performed tho-that task, and you have a, a sense of reality there of, uh, probably not an RCA, but probably some engineering time. Or no, you really, really need to be on an RCA right now. How do people get ahold of you and, and to pick your brain about that an-and to get some, some knowledge, uh, to help them make their decision?  Morten Handberg: Um, yeah, you can always look me up on LinkedIn, and I am always happy to engage. Uh, if anyone has a question on, on blades or on RCAs or on maintenance, um, my door’s always open, and I’m happy to have a chat, uh, and share my knowledge. That’s how I’ve been operating for my entire career, and that’s how I intend to continue. So please feel free to reach out, and ha-looking forward to, to the, to the discussion.  Allen Hall: Morten, it’s great to have you back on the program. Looking forward to having you again in the future.  Morten Handberg: I, I’m loo-looking forward to many more, more, more, more times on your show, Allen. Thank you so [00:24:00] much.

Artificial Intelligence in Industry with Daniel Faggella
AI for Patient Critical Uptime in a Shrinking Technician Workforce - with Michael Goldman

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later Aug 25, 2026 22:41


The service environment is straining under rising equipment complexity and a rapidly shrinking technician workforce, making patient‑critical uptime harder to guarantee.   In this episode, Michael Goldman, Senior Director of Business Operations and Transformation at Patterson Dental, examines how AI can preserve service continuity by capturing institutional knowledge, supporting technician workflows, and enabling earlier, more accurate equipment diagnostics — in conversation with host Yolandi de Weerdt.   Learn how leading brands and AI startups connect with enterprise AI buyer audiences at scale, download our media kit at emerj.com/AD1    

The Uptime Wind Energy Podcast
What Operators Want to Hear at WOMA 2027

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 25, 2026 23:07


Two days of operator meetings in Melbourne shape the WOMA 2027 agenda, from performance upgrades and cable faults to foundations and bolts. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Matthew Stead and Rosemary Barnes. And Rosemary, where are we?  Rosemary Barnes: We’re in Melbourne, and we have been visiting future attendees and sponsors and people interested in, in the event to see what topics that we should be talking about. What are the hot topics of the moment?  Allen Hall: Which is a very interesting two days, Matthew, in that, uh, we h- did meet with a number of operators based in Australia, but, uh, they’re also very worldly. They have talked to companies all over about operations and, and maintenance, and there are some really eye-opening topics- Mm that will be- Mm … at WOMA 2027 this year.  Matthew Stead: Yeah. The thing that was interesting for me was [00:01:00]that actually the topics have changed each year. So, um, they’re evolving and the industry’s continuing to, to do better, and so that, that was really interesting. Performance upgrades was probably one of the big areas of, of new interest, I think. I think we heard with the pressure on pricing, uh, the market and so forth, you know, that, that 1% or 2% now is becoming more important. Um, so I think, uh, upgrades will definitely feature quite a lot. Um, balance of plant was also a big topic. Um, you just can’t ig- ignore the, um, transmission, you can’t ignore the transformers, you can’t ignore, uh, condensers and all these sorts of things, so yeah. Rosemary Barnes: Cables.  Matthew Stead: Cables.  Rosemary Barnes: Terminations. Terminations of cables. Specifically raised several times.  Allen Hall: Yep. Yeah. It’s all about being more efficient, uh, getting more production, and then with the PPA prices, uh, that are changing-  Matthew Stead: Mm …  Allen Hall: rapidly, uh, everybody is paying more attention to the bottom line.  Matthew Stead: Mm, mm.  Allen Hall: Absolutely. There, there’s less cash running around, uh, chasing new development. It’s [00:02:00] more of a focus on making sure your, at least your existing assets are performing as, as well as they can be- Mm … which then opens up the, uh, Pandora’s box of opportunity. Mm. Because there are 1%’s all around a wind turbine. More specifically, uh, all the drive train issues, the blade issues, the generator issues, and even going into the substation. Mm. I, I was really shocked on BOP e- the, the one topic that came up, uh, yesterday and today was buried cables. Mm. Like-  Matthew Stead: Faults …  Allen Hall: faults.  Rosemary Barnes: Yeah. Junctions. Finding- Yeah … finding faults and what to do about them. Yeah. Yeah. But I think in addition to just wanting more revenue, I think people have, are getting more sophisticated about what actually matters and then the finances. You know, everyone’s focused so much on availability, and now people- Mm … are like, okay, yeah, like once you’re at a certain level of availability, gets harder and harder to get more. And actually, you know, not all availability is equal. Is good. It, it [00:03:00] depends. Yeah. Yeah, like you wanna, um, you wanna focus on how much you’re generating at the times when electricity prices are high specifically, which usually means during lower wind speed periods. Yeah. Which is actually good because that matches really well with what is actually possible. It’s, it’s hard to get more power out of the turbine if it’s at, you know, its rated power, then you’re not g- More efficiency is not gonna get you any more, um, power output, whereas lower in the power curve- Mm … um, when wind speeds are lower, there’s less electricity in the grid and so prices are higher. And so- Mm … yeah, I mean, that’s, that’s why people are really asking to know more about what efficiency upgrades are possible, better ways to operate, scheduled maintenance, um, all those sorts of things. Mm. So that will be really interesting.  Matthew Stead: Raising the bar on sophistication. Um, but also life extension  Allen Hall: Yes, a lot of discussion about life extension  Rosemary Barnes: Yeah, end of life and life extension End of life Yeah, um-  Matthew Stead: Foundations, structures Which is  Allen Hall: tied to PPA. Mm. A lot of that [00:04:00] discussion I, at least I looked at it as, uh, if I had a PPA and I can continue with that PPA with an existing turbine, I want to do that. Mm,  Matthew Stead: mm,  Allen Hall: mm. But how do I do that and how do I know that that existing turbine can last another five years? It seemed to go in five-year blocks, like can we get to another five years and then another and then, then another. Wow.  Rosemary Barnes: Yeah. Once you get to 20, 20, 25 years, I think people like, uh, they, you know- It’s getting a little- Their original agreement might have been for 20, then they kind of just assume that there will be another five, and then after that they’re- Yeah … kind of reassessing cyclically and yeah, I know that people make plans for, you know, what components are replaceable, what would they have to get in, and I think that sometimes, uh, people doing those plans aren’t as familiar with the, you know, actual technical issues that are being faced. Like, is a blade a replaceable component? It may be early on in the life it sort of is, not easily, but you know, like a 25-year-old wind turbine, you know, good luck trying to order 10 new blades because you’ve got a, you know, an issue that’s-  Allen Hall: Oh, well you, you need to read the news. Did you [00:05:00] see the news today about, uh, the, the wooden wind turbine blades as a replacement for aged blades? That, that’s happening- … in real time, Rosa.  Rosemary Barnes: Okay. I know they- Yeah. Yep, yep. Okay. Okay. So that, that’s, that’s good. Making carbon new blade. E- even so, I don’t think that they’re- Okay. … gonna be, like, super-duper cheap, so you’re still gonna wanna be, um, doing a trade-off between y- you know, like, what kind of repairs. You might be able to change the way you’re operating to reduce loads. Um, you might be able to monitor to make sure that your blades are safe. You know, if you know that there’s an issue, um, you just wanna get some advanced warning before blades start falling off your, your tower. Mm. You know, and then you can push it further. Yeah. Whereas if you’ve got no information, then you have to be conservative and shut it down. Yeah. So yeah, I think there’s a whole lot that can be g- can be done there in that area.  Matthew Stead: There was a point that came up today, which I think was close to your heart, on, you know, if you’re going to be going for 1% or 2% or 0.5% AEP improvement, how do you actually measure that and how do you set up a proper experiment? So-  Rosemary Barnes: Yeah …  Matthew Stead: I, I, I love that topic. [00:06:00] Rosemary Barnes: Yeah. No, it’s one that I, um, yeah, I deal with m- my clients I, I’m often… It’s one of the things that Pablo really loves to do, is to organize trials of that nature of new technologies and see if they work. But, um, yeah, asset managers are usually very, uh, focused on fast results. You know, they’ve got a, a big problem and they want a solution now, so they wanna just roll out the new technology over an entire wind farm. But if you do that, then it’s almost impossible. Unless you get, like, a huge benefit, like, uh, 10% gains or, you know, like reduce your failures by 50% or more, it’s really hard to actually- Mm pick that out if you just replace everything. Mm. Whereas if you do a really, really good, um, trial plan- Systematic. Yeah … and you match pairs very well so that you have, you know, a control for each turbine and there’s- so many variables in a wind farm. It’s not, it’s not as easy as just, like, randomly choosing 50% to do and not do. Mm. Mm. Mm. Like, you have to, you know, put some work into the trial design, and then, you know, like, do your statistical calculations ahead of time to know how long it’s gonna take you to get s- statistical [00:07:00]significance. So then you don’t just have a gut feeling about- Yep … how something went. You’ve actually got numbers, and then you can take those numbers to, you know, other wind farms that you’ve got- Yeah and, and know what’s going on much better.  Matthew Stead: Worst study is an inconclusive study.  Rosemary Barnes: Yeah. Yeah, that’s true. Definitely.  Allen Hall: Well, that comes back to the data analysis- Mm … which a lot of operators mentioned, and how much data there is and what to do with it, and it did seem like a couple of operators have chosen some AI tools, varying degrees, all the way down from Microsoft Copilot to something much more complicated. Uh, but I think there’s, uh, getting that d- to the last 1, 2, 3%, you’re going to need those tools- Absolutely … because what do you choose? Do you choose a blade? Do you choose a gearbox? Do you choose a generator? Do you go to the substation to get that percentage point or two Without having some really powerful tools- Mm. you may be wasting your time [00:08:00] and money.  Matthew Stead: Mm.  Allen Hall: Which is a, a, a very interesting, uh, aspect to wind energy because it’s such an industrial business that, uh, we haven’t used heavy computational tools, uh, un- until really now.  Matthew Stead: Mm.  Allen Hall: And maybe Australia’s at the forefront because of the PPA and negative pricing is that that will, uh, actually lead an industry. Because I haven’t seen a lot of that being used globally. Mm. So this is the first time an operator- Mm … that I’ve talked to has said, “We’re using it.”  Matthew Stead: Yeah. It’s quite a different discussion, um, I think, you know, this year compared to previous years in that I think in the past it was getting to know what’s possible, but now it’s like real case studies are coming through. And a few of the people had some really good examples that we can talk about at the conference as to how they’ve actually been helped and how they did this and what the outcome was. I think, yeah, that would be really great content on that.  Rosemary Barnes: Yeah. I think it’s gonna be a good mix of people who have used third party tools and have experience with it, people that are doing it in-house and can share- Mm some of the kinds of results- Mm … that, that you can get just from analyzing your own- Mm … [00:09:00] SCADA data. Um, people talking about how they get the data that they want. Mm. ‘Cause it’s not always so easy. You would think that, you know, you own a wind turbine, you have a right to have all of the data that comes through it, but it’s not. Um, even if you do technically have a right, it’s, uh, it, it’s harder to actually get it than you might think. Mm. So yeah, sharing all, all those kinds of things. But I think also, like just as important as talking about the successes is talking about the, the gaps that– people still feel lots of gaps. Like, okay, we’ve got all the data, we’re collecting it. We know that there’s so much potential here- Mm … but we don’t really- Mm … know what we can do, or it’s hard for us to, you know- Mm … make headway in this particular pain point. And that is really useful for companies that are developing tools to know what are the, the problems. Mm. Because then they can e- you know, they’re well placed to fix them. Allen Hall: Mm. Which leads to the discussion we had with the operators and, uh, some of the suppliers for WOMA 2027. There’s a lot of interest. And as we’re sitting in the conference rooms, I’m thinking, we may not have enough room to [00:10:00] seat everybody. Uh, the WOMA 2027 website is up and running, and you can register now. So just go to woma2027.com and get started there. At the same point, we’ve had a lot of contact with, uh, pretty much everybody that wants to sponsor the event, and there’s only a limited number of ways to sponsor. So if you’re interested in doing that, you, you need to go to woma2027.com and look at those, uh, part- particular packages and see what- Mm fits your, your business. Uh- Going back to some of the, the comments we were just discussing downstairs about what we heard at 2026, like, which is only a couple of months ago, right? It’s back in February this year. Uh, there’s, they’re still discussing what happened at WOMA 2026- Mm. Which was very fascinating- Mm because I think Rosemary, you and I have been to conferences that I have not thought an iota … about what happened at those conferences. Just nothing interesting does occur. There’s no new, new information, there’s [00:11:00] no new science, there’s no new operator approaches.  Rosemary Barnes: Mm.  Allen Hall: But we’re gonna see a number of those- Yeah. Mm … come next March.  Rosemary Barnes: Yeah. Well, I think it’s partly because I don’t know what other conference organizers do, but, you know, we’ve had a exhausting few days here. You’ve come all the way from America, obviously, and, and Claire as well, also come over, our producer. Um, so, y- you know, like, we’re working really hard to make sure that the topics… Like, it’s not an accident that the topics are ones that people are talking about later, because we come here to make sure that we get the right topics. And it’s not just these meetings as well. People get in touch, and- Mm … anybody watching, listening, who has, you know, something that they wanna talk about, then definitely, you know, send us a message, and yeah, we’re working on the agenda. We’ll, we’ll have a draft agenda in the next couple of weeks based on what we’ve learned here, but then we’ve got the hard job of it’s not just that you have a really interesting topic, you need to have a really great speaker- Yeah … or several really great speakers, usually covering several different aspects of the problem. You know, maybe it’s, uh, yeah, an asset [00:12:00] owner, an OEM, and some, some technology provider, you know, all together giving different, um, yeah, perspectives. That’s, I think, what makes a really great session. Mm. So yeah, we need the ideas for the sessions, and we also need the ideas for great speakers.  Matthew Stead: Yeah.  Rosemary Barnes: Right. Matthew Stead: Yeah. I think we’ve, we’ve already matched a few of those dots, so- Yeah … I, we’ve heard people asking for certain topics they wanna hear about, and then we’ve heard other operators saying, “Well, this is what we could talk about.” So I think we’ve already-  Rosemary Barnes: Yeah, yeah … got some great  Matthew Stead: progress.  Rosemary Barnes: It was, it was interesting ’cause we, we built up a list of, you know-  Matthew Stead: Yeah Rosemary Barnes: frequently raised topics, and then you’d say it to the next person that you went to- Mm … and they’re like, “Oh, that’s not a problem for us because we’ve done X, Y, Z.” And you’re like, “Okay. Well, excellent. You can, you can present the solutions that we know that other people- Yeah. Yes … are, are looking for.” Yeah. So it has been… Yeah. Yeah. I mean, it’s definitely worthwhile coming, as, as tiring as it is. Yeah. Um, definitely worthwhile, and we’ll get a much better agenda for the- Yeah … for the effort.  Matthew Stead: And I think, I mean, it has been tiring. Um, but what, what made it for me was one of the operators said that [00:13:00] this is the only conference they will go to So I think, I think we’re doing the right thing. Rosemary Barnes: Yeah. Yeah. I, I think so. I understand too, like, you know, all of us, we kind of are forced to go to events because that’s where our, our clients and customers are, and so you need to see them. And yeah, like I’ve even gone to the extent of some events where I don’t particularly like the event, but I know everyone’s going. Mm. I just go and sit near the event for a couple of days and meet people at a cafe. So yeah, like we can’t get away from it. But if you’re an asset manager or, um, yeah, somebody in that kind of type of work, like you’ve got better things to do than listen to sales pitches aggressively thrown at you that aren’t relevant- Yeah to what you’re doing. So, um, yeah. Like I, I definitely love to hear that kind of feedback- Yeah … and wanna make sure that we get it every, every year. Like that’s- It’s, it’s  Matthew Stead: encouraging.  Rosemary Barnes: Yeah … yeah, that’s, that’s the point of the conference, so.  Matthew Stead: Yeah.  Rosemary Barnes: Yeah.  Matthew Stead: The other big topic was we would really love more OEM involvement. Um-  Rosemary Barnes: Yeah. Everybody wants more- … a lot of the operators- … OEM involvement- Yeah … all of the asset owners.  Matthew Stead: Yeah.  Rosemary Barnes: Like we want to [00:14:00] hear from OEMs more, have them there. Um, so yeah, we’re, we’ll be trying to To get those sorted  Allen Hall: Well, WOMA is a global conference, although it’s Australia-based and there’s a, a number of Australian operators. There are Danish, Americans, uh, plenty of Europeans. Uh, we’re gonna see some from Southeast Asia, I think, this year. Mm-hmm. And, and Japan hopefully will come. Uh, because it’s a, it’s a global conference, there’s global knowledge- Mm … and wind is such a big industry. You may not have the solution in the United States, it may be sitting in Australia, and we need to exchange those ideas. Mm. And that, that’s the point. So w- we are continuing to look for those world experts as we have received all the inputs of these are all the topics we wanna go hear about. Great. Now it’s on us three to go find some of those world experts and, and try to get them to Melbourne. Yeah. And I, I think that’s a great opportunity. So if we do call you and ask you to participate in WOMA [00:15:00] 2027, please take it seriously because- Mm … you will be bombarded with great questions- Mm … and contacts and information. Uh, it’s an event you won’t wanna miss. Yeah. And- But I would- … there’s opportunity there.  Rosemary Barnes: Yeah. I’d say we’re, we’re prioritizing OEMs, um, to, to get more participation, ideally to speak, but at least to be there. And we have heard from multiple asset owners in Australia that they want, they, they want to know what are some of the upgrades that they can do- Yeah … that you’re offering. They wanna know what’s coming next in terms of technology. They wanna know what are some of the non-Western options. So, you know, like it would be great to get some Chinese wind turbine, um, manufacturers as well. Like, they want all this information. They don’t want a slick sales brochure pitch that doesn’t give them any technical information. So we’re hopeful that we’ll be able to get, you know, some technical people to speak on, yeah, what are the upgrades you offer and how does it work- Mm-hmm … and show us a case study that demonstrates the improvements. Um, ’cause that [00:16:00] sometimes is really hard to get out of- Mm … out of OEMs. You know, that, “We’ve got this thing, it’s so amazing, you should get it.” Okay, well, what’s the business case for it? “Oh, well, we don’t have any numbers. Just trust us.”  Matthew Stead: Yeah.  Rosemary Barnes: Um, it’s so common to get a pitch like that. So yeah, any, any OEM that has any- anything like that, either for the next generation of wind turbines or for upgrading the current fleet, yeah, if you’re willing to bring the data, then people, they are desperate to hear this information. Allen Hall: Mm.  Matthew Stead: Yeah. That came up so many times.  Rosemary Barnes: Mm.  Allen Hall: So what were the other, uh, topics that we’re… I’m just not thinking off the top of my head. I know foundations came up quite a bit- Foundations, yeah … which was an odd one, I think, because we haven’t seen that a lot in Australia. Yeah. But this year, foundations, foundations, foundations. Basically, the health of foundations. Yeah.  Matthew Stead: Yeah. I think really there was a lifting of the maturity. Um, I think the topics were sort of showing that, you know, Maslow’s hierarchy and moving into the more of optimization rather than making do, and I think life extension around the foundations was a, a really good example of that. Allen Hall: And bolts.  Matthew Stead: Bolts? Yeah, bolts.  Allen Hall: [00:17:00] Everybody said bolts. Bolts.  Matthew Stead: Bolts.  Allen Hall: You think the world’s simplest device, we’ve been making bolts for nearly 1,000 years or at least a couple hundred. But it does- And, you know- … come up quite often … cable, cable  Matthew Stead: terminations, again, some really  Rosemary Barnes: basic- Yeah, that, really specific ones that were raised multiple times. Yeah. Um, yeah, which, which is great- Yeah … ’cause it gives us a good direction to go. But I do love how it changes so much every year- Yeah … ’cause it makes me feel like, okay, yeah, like we’re actually, you know, it’s worthwhile, um, putting on another event. Mm. Um, not just recording one event and then just, you know, like replaying that every year or something. Re-educating.  Allen Hall: Yeah. Well, I, I think there’s a learning exercise that has happened over the past two years where people now are knowledgeable about those things we talked about- Mm … two years ago. Uh, was it, was it even two years ago? It was a year and a half ago when we first started this, so we’re, we’re not that deep into it. Although our third conference will be next March, uh, you just see more energy, more industry knowledge in some of the references that I heard, uh, in terms of other companies and the approaches they’re taking clearly came from WOMA.  Matthew Stead: Yeah.  Rosemary Barnes: Mm.  Matthew Stead: Yeah,  Allen Hall: yeah. Which is, which is [00:18:00] fascinating. Yeah. That’s  Rosemary Barnes: good. I mean, we want- It, it is  Allen Hall: sticking Rosemary Barnes: we want tech conferences to get better, right? That was the- No … the reason why we, uh, we started this conference was ’cause we didn’t think that it was sufficient, what we had available. So, you know, it’s not a bad thing if other conferences, um, get better. Yeah. Yeah. We should also mention that blades were, were raised a fair bit. We talked so much about blades in the previous years, and we will be talking about blades a lot again, including we’ve got a master class on the Friday. Uh, it’s… Yeah, we’ll go back to some of the basics about how the composite materials work and how a blade is designed and certified and manufactured, and, um- Lightning. Y- yeah, yeah, a little, a little bit about lightning. Um, I don’t wanna cover it too much because we did the master class on lightning- Right … last year. Mm. Um, yeah. And yeah, some of the common damage methods anyway. And of course- Mm … yeah, lightning is probably the most- … common, or I guess leading edge erosion is the most, and then lightning would be the most expensive. Um, yeah, so we’ll be, we’ll be covering all that and just try and raise the knowledge level a little bit, um, for [00:19:00] everybody to… It’s a very complicated kind of, uh, yeah, component.  Matthew Stead: Yeah.  Rosemary Barnes: Yeah.  Matthew Stead: And workshops. So each year we’ve run sort of workshops or roundtables or whatever, so we’re still thinking about the format for them, but, um, thinking about how we’ll reintroduce them again this year. You know, specific topics, specific questions, specific answers.  Rosemary Barnes: Mm.  Allen Hall: And the three of us will be in Hamburg in a couple of weeks at Wind Energy Hamburg, so if you see us and you’re interested in coming to Australia, that’s the place to grab us and- Yep … and shake us and say, “I wanna go to Australia. How do I do it?” Rosemary Barnes: Mm.  Allen Hall: Uh, yeah. Yeah.  Rosemary Barnes: Especially if you’ve got a, a t- technology that addresses some of those specific issues that we’ve mentioned- Mm … then, um, yeah, just know ahead of time that Australia needs, needs more information and more, um, solutions available to them. So, yeah. And  Matthew Stead: that reminds me, we had a really discussion a- around safety and, you know, reasonable and [00:20:00] practicable, and discussion around all the lessons learned about how… or what is best practice on a site, what is best practice about how to manage risks and-  Rosemary Barnes: Mm.  Matthew Stead: Yeah. Yeah. I know you, you, you enjoyed that one.  Rosemary Barnes: Yeah, yeah, definitely. And we’re not talking about, like, safety the- Ear muffs or hats. The, um, rou- Yeah, the routine safety that if you- The goggles, yeah … yeah, trip over and graze your knee, then you need to let the site supervisor know. You, you know, it’s not that stuff, ’cause sites have that under control. That’s a given, yeah. Or at least the ability to get that under control. We’re talking about the bigger- Yeah … bigger things, you know. Like, uh, is there a issue that is causing blades to fall off turbines every now and then? Is there an issue that, uh, can lead to, you know, a fire? I, I think everyone, like- Yeah … a big fear of everybody’s. There’s never been, um, in Australia at least, there’s never been a wind turbine fire that has caused a bush fire, but it is a possibility, and it would be so bad for the industry. So, you know, it’s those things- Mm … that could be just terrible, preventing those before they happen. Mm. So that’s the kind of safety that we’re gonna mainly focus on. Mm. Although, you know, we’re not gonna [00:21:00] turn down questions on, um, some of the smaller stuff as well.  Matthew Stead: Yeah.  Rosemary Barnes: Mm.  Matthew Stead: And we even thought about getting some lawyers-  Rosemary Barnes: Yeah …  Matthew Stead: you missed out on this discussion, Rosie. Okay.  Rosemary Barnes: Yeah.  Matthew Stead: So  Rosemary Barnes: Yeah. Lawyers, this is news to me. Well, I mean, are we talking contracts or, um-  Matthew Stead: No, no … no … it’s really operations. I mean- Right … the environmental, um, issues- Oh yeah … the operational issues. Mm. You know, there’s, there’s a few things in there that the lawyers can add.  Rosemary Barnes: Yeah. I mean- … I’ve, I constantly find myself having to interpret, you know, legal, um, legal text and also anticipate, you know, it’s one thing about what’s the right engineering, but then there is also the legal interpretation of it- Yeah uh, as well, you know, in terms of contract law, but then also in, in terms of safety. Yeah. Um, yeah. Was this certification done correctly? You know- Yeah … that’s got some legal aspect to it. So yeah, that- Yeah … makes sense to me. Insurance is another one where I would say- Yeah, actually that came up … you know, like some, some people might think that that doesn’t sound interesting, but yeah, in- insurance is the other-  Matthew Stead: Mm Rosemary Barnes: aspect that you [00:22:00] just can’t, um, you can’t get away from it. Like, you can’t just think that you’re, you’re doing your engineering without bothering about Mm … yeah, like finance and law and, um, and insurance. Those are things that- Mm … you spend a lot of time thinking about.  Matthew Stead: Yeah. Mm. And I guess we would also love to hear, you know, about potential speakers, but we’d also love to hear any other topics that people are attending and want to know about as well. Rosemary Barnes: Mm-hmm.  Allen Hall: Absolutely. And if you haven’t registered for WOMA 2027, which will be March 3rd through 5th at the Pullman in East Melbourne, right? East Melbourne, yeah. They just redefined it. It’s Pullman in East Melbourne. Uh, go ahead and go to woma2027.com and register now. Uh, Matthew and Rosemary, it’s great to see you in person again, and we’ll see you in a couple of weeks, uh, hopefully in, in Germany. Rosemary Barnes: Mm.  Allen Hall: Very [00:23:00] exciting.

The Uptime Wind Energy Podcast
Germany Guarantees Offshore Prices, England Wind Surge

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 24, 2026 5:20


Allen covers Germany’s new offshore wind price guarantee, England’s onshore wind revival, wind for Korean chip plants, and Aeris debt trouble. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Good Monday everyone. Last summer … Germany held an auction for new offshore wind capacity. Not a single company bid. Zero. This week Berlin put forward a new law to fix that. The old system asked developers to pay for the right to build in the North Sea and the Baltic. TotalEnergies and BP bid billions of euros … then walked away. So the new plan introduces contracts for difference. Build the farm … and the government backstops the price of electricity. The offshore wind association wants abandoned projects … up to sixteen gigawatts … put back on the auction block under the new rules. That is fifty billion euros worth of wind farms waiting for a second chance. The cabinet vote could come as early as next week. Stay in Europe but head west. England just posted its highest number of onshore wind applications in a decade. About forty-five proposals. Before Labour lifted the Conservatives’ ban two years ago … applications averaged one megawatt a month. Now they are running at thirty-six megawatts a month. But here is the catch. The average English wind farm has just two turbines. Eight megawatts. In Scotland … the average is nine turbines and fifty-nine megawatts. England is back in the game. It is just playing small. Now cross the Pacific. South Korea selected Pacifico Energy Korea to develop the Jindo offshore wind cluster. Two-point-one-three gigawatts. That is the second and third phases of a broader three-point-two-gigawatt project off the southern coast. And here is the connection worth noting. The region is also building the Honam Semiconductor Cluster … a major chip fabrication site. Semiconductor fabs need enormous and reliable power. This wind cluster is being positioned as the energy source to feed it. Wind as baseload for chip manufacturing. That is a new kind of offtaker. Now head to Brazil. Aeris Energy makes wind turbine blades. This week the company told its creditors it needs to restructure again. Roughly three hundred and thirty million dollars in debt. Aeris already restructured last year. But revenue fell forty-eight percent in the first half of this year. The company lost roughly fifty-three million dollars. It tried to find a buyer. No one came forward. Remember TPI Composites filing Chapter Eleven in Houston last year? The independent blade business keeps getting harder. Back to North America. In Nova Scotia … Port Hawkesbury Paper is spending four hundred and fifty million dollars on thirty-one Nordex turbines. They will be the biggest onshore turbines in North America. Each one … six-point-nine megawatts. And they carry electrothermal technology that prevents ice from forming on the blades. They operate down to minus thirty Celsius. Last January … Nova Scotia’s existing turbines dropped from three hundred and fifty megawatts to seventy-five in a single evening when the cold hit. For anyone building in northern climates … cold-weather performance is no longer optional. And in Minnesota … Xcel Energy broke ground on two projects this week. A hundred-and-eighty-five-mile transmission line that can carry four thousand megawatts of new wind and solar to the grid. And alongside it … a four-hundred-and-twenty-megawatt natural gas peaking plant in Lyon County for the days when the wind stops. So what does this week tell us? Germany’s auction reform is the story to watch. If Berlin gets contracts for difference right … sixteen gigawatts of stalled projects could come back to life. England proves that removing a political ban releases demand … but the scale gap with Scotland shows that planning culture matters as much as planning law. The blade supply chain is still under stress. If you are in procurement … know your supplier’s balance sheet. South Korea is tying offshore wind directly to semiconductor manufacturing. That kind of industrial offtaker changes the project finance equation. And from Minnesota to Nova Scotia … the message is the same. Transmission … peaking power … cold-weather reliability. The turbine is the easy part. The system around it is where the money and the risk still live. And that is the state of the wind industry for the 24th of August 2026. Join us for the Uptime Wind Energy podcast tomorrow.

The Uptime Wind Energy Podcast
Sunrez Products Expand in Wind O&M

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 20, 2026 26:22


Bret Tollgaard, president at Sunrez, joins to discuss faster UV blade repairs, new leading edge materials, and growing OEM approvals. Reach out to sales@sunrez.com to learn more! The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow. Allen Hall: Brent, welcome back to the program.  Bret Tollgaard: Appreciate you having me back on.  Allen Hall: There’s been so much happening in the world of UV prepregs and UV adhesives over the past year. Particularly on LinkedIn, I’ve seen numerous repairs which have used your material, SunRes material, to fix some pretty decent, uh, blade problems. Are you seeing, just seeing a, a much wider adoption now that everybody has basically agreed that UV is the way to go?  Bret Tollgaard: I, I really do think that it’s starting to become one of the go-to standards for a variety of repairs in the wind market. And yeah, it’s great to see both our prepregs and lights being used all over LinkedIn, showing the [00:01:00] capabilities of the materials and how happy customers are to use and adopt the materials. Allen Hall: Yeah. The UV materials are, are getting adopted by OEMs. A lot of ISPs, a, a lot of operators now have it as a standard practice to use UV cured materials just because of the speed and the time that is saved. Uh, it’s, it’s remarkable how much time you’re saving, because the, the real kicker right now if you’re trying to do a repair, even in the summer months, let’s just say it’s warm outside and the temperatures are right and it’s calm winds, you’re saving multiple hours per repair. What generally… How much time are you generally saving on a kind of a, quote unquote, “standard blade repair”?  Bret Tollgaard: More and more time, actually, with each session. So we might be saving 50 upwards of 80% of the labor of a traditional epoxy repair. Um, what we’ve been training companies to do more and more frequently is to actually pre-consolidate the entire repair patch downtower, whether it’s in the trailer or inside the tower itself. Um, and so you can pre-consolidate, get [00:02:00] all the air out in between your layers, have the primer pre-applied to the backside. That way, when you’re actually uptower, it’s simply peel, stick, roll, and then cure it out with our UV light. Sub 10 minutes, uh, will get you a fully cured part.  Allen Hall: Wow. That’s remarkable. Yeah, when I see those LinkedIn posts from all kinds of operators all around the world using your material I also noticed that the weather conditions may not be pristine like you would have to do with epoxy. So there, there’s like a band of temperatures that epoxy systems generally work in. But with the UV material, I’m noticing, I’ve s- I s- especially over the wintertime, I saw some cold weather repairs going on. Is there any limitation really to the UV cured patches and materials in temperatures?  Bret Tollgaard: There, there really aren’t for the temperature ranges that people will actually be out and installing these. Some of my favorite photos are when it’s negative five Celsius outside and everyone’s got the big gloves, the big [00:03:00] scarves, the big warmers and everything, and they’re applying our prepreg materials, uh, in below freezing conditions and still curing with the same 10-minute cycle time. Uh, another big advantage of our UV prepregs is everything’s already pre-wet out, so you’re not uptower with your fiberglass and your resin kicking off an epoxy or even some other, uh, you know, materials out there where it’s really hard to impregnate and get that saturation and kick off with UV. And so our prepreg repair patches really lend themselves to efficiency in the field, uh, over a really broad variety of, uh, ambient temperatures. So some of the negative five, negative 10 C installs all the way up to the hot ones in Texas and India and Australia, where you’ve got these people and it’s 100 Fahrenheit or, you know, 35 plus C, and you still cure with the same consistency, the same cure rate, the k- same cure speeds, um, really, really makes it a very versatile system. Allen Hall: It just gets rid of the variation and, and [00:04:00] that’s one of the items when we look at repairs. So we’re on the lightning side of this business where lightning damage happens, so we see a lot of repairs happen. We also see a lot of repairs that don’t look great. They’re, I mean, the vast majority do look great, but you get these occasional ones where they’ve tried to use epoxy in the wintertime and use a heat blanket. It, it’s difficult to do. It, it just is because of the material, it’s very difficult to do. I’m recommending more and more that they use a UV cure material if they’re gonna go off and do it, particularly as they, uh, do what I would consider to be a temporary patch until they get where they can do more in-depth work when it’s warmer outside. But it, it does really change the game because the ability to buy the material quickly is amazing. Uh, b- there’s no hazardous me- chemi- chemicals in, uh, the Sunrise material at all, so it can be shipped anywhere, anytime, overnight, on a airplane, on a truck, doesn’t matter. Does that really open up the marketplaces for the [00:05:00] Sunrise UV cure materials? Bret Tollgaard: 100%. And because of the long shelf life as well, um, we stock and store all of the common, um, materials used for wind. The prepreg, the putties, the surface primers. Fiberglass also does a great job of stocking and storing things. And yeah, because these can ship as unregulated materials, we get calls for next-day air shipping all the time, all over the world. And so whether it’s out here domestically, it’s going up to Canada, Europe, uh, Asia, Australia, um, it’s really, really simplifies the whole process from start to finish.  Allen Hall: Are there any special tools you need to use when applying a, a UV cured prepreg patch to a blade, or is it just standard existing tools? Is there anything unique there? Bret Tollgaard: No. It’s kind of as simple as it gets. There’s no vacuum bag required. There’s no heat blanket required. To truly install the materials, you’re gonna take off the back, uh, layer of, of the film on the backside of the [00:06:00] prepreg, re-stack and consolidate your materials. Uh, you’re gonna consolidate that with a basic three-inch or six-inch bubble buster hand roller. Every technician’s gonna know exactly what that is. Uh, it’s a simple piece of little rolling metal that, uh, simply rolls out any air between the, the repair patches. And then after that, you’re gonna grab a paintbrush, and you’re gonna spread some of our surface primer over the backside of the prepreg. So you got a hand roller, and you got a paintbrush That’s all you’re gonna need to get the material up onto the wind blade. And then of course, to cure the material, you need a UV light to do so. The sunshine, although it will cure the material, you never have consistent sun, light intensity, you’re on the shady side of the blade, et cetera. And so we’ve developed a variety of UV curing devices to help facilitate that. So our standard in the industry right now is what we call our Gen 2 LED lamp. It’s about the size of an eight and a half by 11 sheet of paper. Um, but it’ll, it’ll cure several square feet at a time when you’re 14 to 20 inches or so away from that [00:07:00] surface. Uh, but in addition to that, we’re also working on a patent pending LED array system that is gonna be a broader… Right now, it’s about a half meter by one square meter surface area, and it’s gonna, um, emit a very, very uniform, uh, amount of light intensity across that entire surface all at once to make it even easier for the installers so they can just strap it to the blade, cure it for five minutes, and then move it over if they have a longer, uh, you know, one to two square meter repair. Allen Hall: Wow, that’s remarkable. I, I have one of your lights, and I’m always shocked at how much light intensity there is because I’ve used other lights and seen other lights, and then they’re not nearly as bright or consistent across a, a piece of fabric, for example, where you just see uniformity.  Bret Tollgaard: That is certainly one of the challenges that we’ve actually encountered when people say, “Oh, well, I have a UV light. I bought it on Amazon. I bought it from eBay. I bought it from somewhere where that 200 watt listed on that is not truly 200 watts, or the light intensity, [00:08:00] uh, that they, you know, claim to have. UV cure materials need the correct wavelength. They also need the correct light intensity on that surface to guarantee your depth of cure and to make sure that you’re truly bonding to the base substrate behind you. The thicker you go, the more light intensity you’re going to need. So a lot of the knockoff materials really just don’t do it justice, um, and which is why we’ve, you know, intentionally built the LED curing systems that we have to cure with our prepregs, uh, and putties and adhesives. So they are all true one, uh, one single system. Allen Hall: We’ve looked at different light systems here at Weather Guard, and I know we’re engineer- we’re an engineering group, right? So we’re gonna go look to see what these different lights are, and are they really truly putting out the frequency of light which is written down on the ad. It’s amazing, like, uh, the variation you get light to light. It really depends on what the source is, but, uh, to test a light, just to test a light to make sure it’s putting out the right intensity at [00:09:00] the right frequency is super expensive. So you can buy a several thousand dollar sensor to check your hundred dollar light, or you could actually buy the right thing from SudRes and have the proper light because it does change the cure rate and what the result is. So- Y- y- is it easy to tell, Brett, when I, if I have a light in the truck, do I know it’s the right frequency? How do I even tell that, uh, to know that I’m using the right stuff?  Bret Tollgaard: Well, if it says SunRes on the backside of that lamp, you have a guaranteed method of knowing exactly what that is. Um, we have the most broad industrial use UV lamp on the market, like, first and foremost. There are several that cost four to five times what we do, but a lot of times they’re also a really small aperture, so they’re only curing a small footprint, which is why we’ve become the kind of gold standard for all UV cure repair solutions out there using a SunRes lamp. Um, we just make the best product, not to toot our own horn [00:10:00] too much. Um, but it, it really serves the need of what these industrial customers in wind and other industries are looking for. Um, and I’m sure there are other systems out there. I’ve personally tried and tested dozens of different lamps out there to always see what’s on the market, and what we provide is just above and beyond performance-wise for the cost. Allen Hall: And one of the, the questions that comes up with the light when we talk to operators, like, “Where do I get the light?” Well, you, you call Brett at SunRes and you buy yourself a light. The second question that happens is, has the OEM blessed this material? Have they validated the material? Has it been through material testing? Has the OEM done structural loading on the material? Did I know that as a repair material, it’s actually gonna adhere to my polyester blade or my epoxy blade or whatever this thing is? Do I know that this is gonna work? Sunrise has been through a number of, uh, OEMs at this point. What’s the status of your OEM [00:11:00] relationships there? Bret Tollgaard: Very, very solid, and constantly getting approved by more and more OEMs. Um, we’ve sold over 35,000 square meters of prepreg into the wind market alone. And with that has come a variety of, uh, you know, engineering approved jobs versus fully validated materials. We now have 20-year lifespans on a variety of different OEM, uh, wind parts. And so our epoxy and polyester, we adhere phenomenal to both. And yeah, our prepregs are getting, uh, used more and more in every single application.  Allen Hall: I, I assume you can provide references if, if someone were to ask, like an ISP, “Can I talk to the OEM about this?”  Bret Tollgaard: Absolutely. Uh, and it, it’s, you know, no secret. General Electric’s been one of the big pushers of UV cure materials now for a while, um, for both their epoxy and the LM polyester blades. Um, but there are several European OEMs that are actively, you know, certifying the materials as well.  Allen Hall: Oh, that’s a smart move on their part. [00:12:00] Uh, one of the considerations for using a UV material is training. Uh, do I need to do special training for my technicians? Is it really different than epoxy? Do I have to do any training at all? What’s the level of skill that would be in- involved in using a, a UV prepreg?  Bret Tollgaard: The reality is, if you have any bit of experience of knowing what a resin and a fiberglass and wetting things out, UV just makes that job even simpler. So all the repair technicians that have gone through repair academies, been trained on the, on site or on the job, that have gotten their hands dirty, as we like to call it, with making some, uh, composite repairs, UV is just gonna simplify the process even more. Um, in 2026 and 2027, we’re actually starting to work, uh, uh, more closely now with a variety of the blade repair groups or academies and training facilities to also get UV cure in people’s hands so they don’t experience, uh, for the first time when they’re out, you know, getting a job with one of these other [00:13:00] OEMs that are recommending use our material now instead of, uh, epoxy systems. Allen Hall: Mm. And all the experience that’s happened at, at Sunrise, I, I don’t know if a lot of people realize that you’re a roughly 40-year-old company. You’ve been around a long time, although you’re nowhere near 40. But the company has been around a long time. What was the origin of SunRes? Uh, because it wasn’t necessarily in wind, right? Wind is sort of an afterm- after-market kind of application where it kind of transferred over. But what, what was the core start of the business?  Bret Tollgaard: Yeah, no, we were founded in September of 1986. So in just a couple of weeks, we’ll actually hit our 40-year anniversary.  Allen Hall: Wow.  Bret Tollgaard: SunRes was originally founded, uh, in, uh, once again, the, the mid-’80s for just UV cure formulations in general. Spent the first several decades, uh, of its life being primarily an R&D, uh, kind of based group, um, formulating specialty UV cure solutions for mostly thick wall fiber reinforced applications. So anything from [00:14:00] boat hulls to, uh, drones to, uh, you know, bathtub repair and saddle trees. Um, we’ve sold really the, a whole kind of gambit of very broad basic systems to incredibly advanced high precision, uh, you know, applications. And so as we grew and evolved the, the formulas and the recipes to cert- uh, to solve certain needs, now we’re kind of elevating that to a more, uh, manufacturing based business and offering true repair solutions as opposed to just R&D and working on developing solutions to repair something.  Allen Hall: And that’s growing outside of just the pre-preg processing materials, packaging it up and shipping it. And y- you’re now getting more into specific solutions in wind, which is really exciting. The leading edge erosion issue is plaguing a lot of turbine blades in the United States and, and globally. Australia has a big problem with it, and there’s a, some other places that I’ve seen some pretty [00:15:00] rough looking blades, India being another one. Uh, the solution to go fix those blades has generally involved, uh, putting someone up on a rope, a- applying material, fiberglass back down, trying to repair holes in particular, and trying to cap that off. But now there’s some new materials that can speed up the process to at least get you back to a, a surface, a usable surface that you could then apply an LEP or whatever you decided to do there. What do those new materials look like and, and how are they being used today?  Bret Tollgaard: Yeah, no, great question. So ultimately there are broad– uh, you know, a really, really broad, uh, array of challenges that wind in particular really kind of faces. And so developing UV cure solutions to fit more of those than just a small little repair patch or a crack has been something that we’ve been working on for a while with a variety of different groups. Um, but leading edge in particular, not just protection, but also the rehabilitation of those leading [00:16:00] edges. So we’ve done that in a couple of different ways. Some have been some pre-consolidated repair patches that we’ve built, where a specific blade requires, um, you know, a, a design package to reinforce certain areas, whether it was, uh, too many ply drops in a certain zone or an area of high wear. Uh, but the other ones kind of more recently are starting to build, I’ll call like a fiber reinforced type putty, where you’re actually filling gaps, filling holes, filling imperfections with a more structural repair solution before then coming over the top with an LEP for the protection of that blade long term. And so being able to provide solutions for both, uh, hand, but then also robotics is something that we’ve been focusing on. So repair technicians can do it, but then also make sure that the, uh, robotics industry has the materials that they need to be able to do that in a fast and timely manner.  Allen Hall: So these new materials can be applied with a robot, I just heard. How does that work? Is it a cartridge system or a liquid system? How– Is it sprayed on? [00:17:00] W- how does this thing work?  Bret Tollgaard: Ultimately, it’s whatever that robotics company says that they would like and need. And so we build, uh, certain things to meet different demands on both of those aspects. But some are spray, some are coated, some are troweled, uh, all of which though, uh, include applying a UV cure material, uh, and then curing it to then make sure that they get the correct, uh, you know, mechanical and thermal properties for that leading edge or that leading edge re- rehabilitation. Allen Hall: That must be a huge time saver.  Bret Tollgaard: Phenomenally so. Uh, the robotics companies are, are pretty happy with the way that things are starting to unfold, and then same with the, uh, owner-operators. Like when you can go and you can have a robot Fix, sand, or sand, clean, fill that leading edge without a technician having to be up there. Tremendous amount of time savings, and then also just liability and repeatability, um, which is always an important thing, is having extremely high quality throughout that entire process, uh, and then recording it and everything like [00:18:00] that too.  Allen Hall: Well, that’s the key to any leading edge repair that I’ve seen, is the repeatability and controlling the, uh, sometimes the uncontrollables, trying to add a little bit of restriction about what you’re doing, how you’re doing it to get the consistency in the product. Because there’s a lot of products on the market right now, uh, that supposedly will do this thing But there’s– we have seen a variety of outcomes even for the same material. C- moving to something that’s a little more standard and, and particularly UV-based, where it’s stable, shelf-stable, right? I mean, th-there’s no expiration date necessarily. You, you probably put a time limit on it, but it’s shelf-stable, so I have a, a barrel of it in the, in the pickup truck. I can probably still use it. But, uh, what am I thinking about when I start to make those decisions? Because this is all new to most of the industry. They haven’t seen this. What– some of the things should they be considering when they’re thinking about, “I got a leading edge repair.[00:19:00] It’s kinda ugly. It’s probably cat three, maybe cat four. Where am I going here? Who am I talking to, and why am I thinking about UV?”  Bret Tollgaard: Yeah, I mean, ultimately it comes down to, you know, a variety of value that we provide the customers. Um, as you said, being shelf-stable is incredibly important. The reality is a lot of these repair materials aren’t being stored in a temperature-controlled warehouse. It’s being stored in someone’s trailer, and they’re gonna use half of a cartridge, or they’re gonna use four prepregs, and they’re gonna have six more sitting on the shelf for two more months until they move to another job that they’re gonna go and do something else. And so the materials themselves need to have an incredibly long shelf life, but also be able to handle those varying temperatures. Like if you’re out in the middle of Texas here in the United States, it can be 130, 140 degree Fahrenheit inside that trailer during the day, but at the same time at night, you can have temperatures below freezing in certain areas, and it needs to be able to withstand both of those extreme temperature environments. Um, that being said, [00:20:00] you buy from a group like us or you buy it from Fibre Glast where it is stored properly, and it can be shipped next day to, to you on site. Uh, it simply, it, yeah, it simply helps, uh, everyone long term, uh, make sure that they have the materials that they need.  Allen Hall: I would be remiss not to talk about our Strike Tape Ultra product, which is a partnership between Weather Guard, Lightning Tech, and SunRez. Uh, it’s a project that we’ve been working on for probably two years now, maybe a little bit longer. It, it’s been a tremendous amount of effort, engineering time and materials-wise, and learning about different, uh, performance of a, uh, particular resin system and trying to figure out what works. But, uh, there is now a solution, and SunRez is producing a lot of Strike Tape Ultra parts at the minute Really durable, based on Sunrise material, but you’re using not just our, our, our obviously our, our recent, uh, experiments and all the data, [00:21:00]but this goes back almost 40 years. You’re, you’re bringing 40 years of knowledge to the table to come up with a solution for a really difficult environment.  Bret Tollgaard: Yeah, and we’ve had to certainly rely on the past experiences that we have learned along the way. Um, you know, part of the challenges of working for the last year or two years together on this was to truly make as robust and durable of a system as we can. And so having this new 7303 vinyl ester-based system, uh, which we’re not only using for you but also using as the primary component for our LEP system, uh, it definitely has the durability and the longevity for, uh, your strike tapes, uh, in particular to be, uh, to withstand all the elements and all the abrasion and all the erosion that’s gonna come its way for years. Allen Hall: Now, I, I’ve watched you at trade shows take a hammer to some of your prepreg materials and demonstrate you can cure it within a couple of minutes, and you’re hitting it with a hammer and it’s super tough. We’ve done that at Weather Guard with the Strike Tape Ultra. It’s [00:22:00] crazy durable, and I don’t understand the chemistry of what you guys do. You’re experts in UV and all the chemicals and how to make this thing work, but it is truly remarkable how tough that material is and UV stable it is and how quick it is to cure and to get onto a blade in a couple of minutes. It’s quite remarkable, and the, the rain erosion performance of it has been crazy good. Uh, it’s a real game changer.  Bret Tollgaard: We’re extremely proud of the way that, uh, this has all kind of unfolded, and it has been a long time to kinda work through and iterate through the different formulas. Um, but the combination of the extremely hard and durable system that we have as the overcoating combined with our UV cure adhesive, AKA surface primer, uh, to act as that really, um, gooey, high elongation, great stress distribution kinda medium, uh, to then get that into the blade, it’s the perfect one-two combo, [00:23:00] and being able to cure in just a couple of minutes is only, uh, icing on the cake. Allen Hall: Yeah. It’s, it’s, it’s quite good. Uh, I know, uh, when people hear this podcast, you’re gonna get a lot of reach-out because we’re kinda getting near the end of the typical Northern Hemisphere season. It’s gonna get chilly here in about six to eight weeks since when we’re recording. How do people get ahold of you and start talking about repair patches and materials for this year, and also for next season? Bret Tollgaard: The easiest way is gonna be reach out to us, uh, via email, info@sunrez.com, sales@sunrez.com. We’ll put you in touch with, uh, all the right people within Sunrez to make that happen for you. Um, and similarly too, groups like com- uh, Fibre Glast have been stocking and storing the material for years. They’re really, really great at tailoring the exact amount of material that you need for a given job site. They’re willing to break it down to individual patches, single things of primer, putty. Uh, you come to us, you’re gonna have larger MOQs to be able to buy [00:24:00] boxes and rolls, uh, directly off the shelf. But at the same time too, we’re happy to get customers whatever products they need as quickly as they need, and put them in touch with the right people to do so. Allen Hall: So you just Google Sunrez, S-U-N-R-E-Z, or just go to sunrez.com, and you’ll get to the Sunrez site, and you can learn a whole bunch about the materials of what is offered. But you need to, to call Brett and call the team at Sunrez, uh, to, to get the solution for you. And it is, uh, really great working with Sunrez. It, it’s been a pleasure, honestly.  Bret Tollgaard: My, uh, my business development manager, Gerhard, will certainly have me say, “Let’s direct all that to Gerhard instead of Brett.” So he’ll be happy to get you all the info that you need. Um, but yeah, so ultimately, we’re an extremely customer-driven company, and we bend over backwards as often as necessary to get customers what they need in the time that they need it. It’s something that we really pride ourselves on. Uh, it’s also how we developed all these new, uh, technologies and materials to, to make customers’ [00:25:00]lives easier in the field. And so even as all of our wind portfolios, you know, grow and expands for product line offerings, um, we’re certainly interested in learning about what your challenge in particular is, and how we can best help you solve that challenge. Allen Hall: Yeah, so if you have a blade challenge right now, and most operators do, you better be checking out sunrez.com. Brett, it’s so great to have you back on the podcast. Love having you on, and we’ll speak again soon.  Bret Tollgaard: Looking forward to it. Thank you, Allen.

The Uptime Wind Energy Podcast
Vestas Shares Jump 20%, UK Blocks Ming Yang Factory

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 18, 2026 27:39


Vestas doubles second quarter profit and adds €4.7 billion in market value overnight. Plus EnBW finishes He Dreiht after a V236 blade break, the UK blocks Ming Yang’s Scottish factory, and India rules turbines are movable goods. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And three out of the four of us will be in Melbourne Australia talking to a number of operators and interested parties about WOMA 2027. Matthew, where will we be the couple of days we’re in Melbourne? Matthew Stead: So, um, first of all, we’ve got the Pullman, uh, East Melbourne, which is, uh, where the venue will be for, for 2027. Um, so that’ll be our home base. Um, we’ve got around about eight meetings planned already. So what we’re doing is we’re talking to the operators and a few other industry, um, players about [00:01:00] what we need to talk about, how we’re gonna move the industry forward in Australia. Uh, so it’s gonna be jam-packed, but there’s a little bit of time left on the Friday afternoon if there’s any late-minute, um, people that wanna get in contact and catch up with us, um, for next Thursday, Friday, or actually Friday. Uh, so yeah, it’s gonna be a, a jam-packed time. I think we’re gonna be tired, too many coffees, and talking to all the key, all the key operators, uh, about what they wanna hear about and how we can move the, the industry forward. Allen Hall: And if someone wants to put an input into the WOMA panel about what will be discussed at WOMA 2027, Matthew, how would they do that? How do they get ahold of you?  Matthew Stead: Well, we have a wonderful website, and that’s got all the details you could ever want. Um, you can also register on the website, so please register. Otherwise, um, I’m sure we’re gonna be a sellout this year for sure. So woma2027.com.  Rosemary Barnes: I just wanna add that when people talk to [00:02:00] me about the event, they always say how they love that the topics are so relevant, and the reason why that they’re so relevant is because we make sure to go around to operators and find out what are the issues that they’re really dealing with. So anybody that’s thinking of attending, even if you can’t, you know, meet us up, meet up with us in Melbourne, get in touch and tell us what are the, yeah, what are the topics that you’re struggling with that you’re not, um, you’re having trouble finding enough information, having trouble finding the people that can help you. And y- yeah, like we take all of that information, and that’s how we come up with our agenda each year. And yeah, I mean, for us, that’s the, the main thing is that this has to be really relevant, up-to-date information for the industry, and we need your help to make sure it stays that way. I  Matthew Stead: mean, that’s what we’ve done the last two years, so this is– we’re just repeating the formula, um, listening to the operators and getting the good topics and the good speakers. Allen Hall: Well, Vestas has had a good quarter. Uh, the, for the last couple of years, honestly, s- [00:03:00] Vestas has been really thin on margins. There was questions about it continuing on. Rising costs mostly, uh, supply chains, especially during COVID, were bad. Uh, and, uh, but for the most part, the shareholders stayed attached. Well, that story is changing rapidly. The world’s largest turbine maker posted second quarter operating profits of $400- €46 million, more than double what the analysts had expected, and it’s raised its full-year margin guidance alongside half-year results for the first time in a decade. The shares climbed about 20% in Copenhagen, adding roughly €4.7 billion of market value in a single session. Now, the chief executive, uh, Henrik Andersen, ha- put it plainly to, uh, uh, in a couple of news sources that something much bigger is happening and Vestas is gonna be the, the leader in wind. That’s how I read it, that everybody [00:04:00]at Vestas was super happy with the, the change in direction and things were moving up steadily. But a 20% jump in a day is remarkable. You don’t see that in large industrial businesses like wind energy. Matthew, this has real implications on what happens next for Vestas because success like this usually means more orders.  Matthew Stead: Yeah, I wonder what’s going on under the hood there. Um, I mean, Vestas is a quality company, although, although can I just do a quick segue? How many turbines were installed in Denmark in the last, uh, two years? Like last year and the year before?  Allen Hall: I don’t know. How many?  Matthew Stead: I believe it was eight turbines installed onshore in Denmark last year, and the year before it was 12. So, you know, maybe, maybe Vestas needs to focus on their own backyard a little bit as well. Allen Hall: I’m not sure there’s a lot of opportunity there. Yeah, onshore.  Matthew Stead: How can you ever be full? I mean, there’s always, um, [00:05:00] uh, you know, um, you know, resiting or, um, you know, upgrades and-  Rosemary Barnes: You know what? Allen and I are probably gonna get some time in Jutland, uh, later this year, um, and that area and the old wind turbines there was actually the inspiration for my whole YouTube channel. It just, ’cause there’s, you know, there’s turbines there from, the earliest one is, um, from the ’70s and still going. I think it’s one and a half megawatts, actually huge for, for that time. Um, and it was like community made, um, at Tvind. But anyway, I’m interested to revisit the site and have a look and see are these, you know, all these old turbines still there. It’s only, like six years since I went through and did the experience but for the most part, they don’t seem to be yet pulling down the, the small old ones and putting up big ones. There’s a lot of, a lot of them are community owned. Um, and yeah, I mean, Danish people love wind turbines, but there’s only so many that you can have onshore. Like, people are happy to live near them by, you know, the standards of people in other countries, but you don’t want [00:06:00] one in your literal backyard. I think that there is, there, there is a, a limit to how many more onshore wind turbines that you can get in that area and offshore expansion is the more likely way to go. Um, and also I think it’s, it’s, it’s good to recognize that if you have a domestic only or a domestic first strategy, that will only get you so far and then you have to expand, and I think Denmark did that really well. I think Germany a little bit less. I think that Enercon were a bit surprised, um, by their strategy. It, uh, they had a real hard time anyway when they had to transition away from mostly Germany to getting overseas. And obviously, like if you look at China, they have most of their installations are in China. They are trying so hard to get outside of China because it’s not, like even a market as big as China, it’s got decades to go before it will be full. Um, you can still recognize that that’s not your, like long-term strategy for growth has to involve expansion, I think.  Allen Hall: I think Vestas, regardless of what happens in Denmark, is making a play for the United States. That seems to be [00:07:00] where a significant effort is happening at the moment and on offshore. Their– Vestas seems very excited about the offshore opportunities. Of course, there’s a ton of wind turbines gonna be installed in the UK and, and all around Northern Europe. Offshore, the opportunities to buy turbines, there’s only a couple that you could get today. Uh, uh, the GE Vernova offerings I, I don’t think are gonna fit the mold, and I don’t know if GE’s even actively selling. So their competitor realistically is Siemens Gamesa, which does seem like the smaller player at the minute versus Vestas, which is heavily pushing the V236 and will fill order books like crazy, I think, uh, just based upon the, the history they’ve had and everybody knowing who they are. So Also on the move in Australia, right? Vestas is huge in Australia right now.  Rosemary Barnes: I think it’s really good that their, um, yeah, finances, uh, are [00:08:00] looking a bit better ’cause it’s been funny. Like, I tried early on in my wind career to invest in, you know, wind turbine manufacturers knowing that there would be immense growth, and I was right. There, there was immense growth. Not that that was so hard to figure out that there would be, but it did not lead to any kind of, um, return on, on anything, you know. Like, that did not keep pace with the just general market. Um, so I, I stopped trying to, stopped trying to invest to that. But it has been really, really hard for the companies to, you know, raise money or y- you know, do any of the things that they need to do because they’ve always, like, they’re growing, growing, growing, but finances has been so tight that it has been a real constraint on the amount of engineering that they could do, and I really hope that Vestas are gonna take this opportunity that they’ve got compared to, you know, a lot of the other manufacturers. Vestas do have really strong, um, innovation and, yeah, engineering capabilities for doing– you know, developing new technologies and improving them, and I really hope that they’re taking this opportunity to build that up. There are a lot [00:09:00] of very good engineers with a lot of experience in the industry in that area that are working in other fields at the moment because, you know, there’s been a lot of contraction in Denmark. So I don’t know, it seems like a really good time to hire back some of that really in-depth knowledge and, yeah, get a- get ahead of, you know, some of the future quality problems. We’re going through such a hard time at the moment from the fast development that happened in the 20-teens when there wasn’t a whole lot of money around. We’re dealing with quality problems now, so, you know, maybe we can get ahead and not have the next round of them if we can invest in just a lot more, uh, engineering capacity.  Allen Hall: When you have success like Vestas has, usually the upper level management and some of the executive team starts getting pilfered, that they’ll get offers to repeat that success at another company, and it sounds like that process has started already. There’s a couple of executives that have recently departing or are in the midst of departing from Vestas. [00:10:00] I would see that continuing f- at least for the next six months, uh, because everybody wants to repeat that, right? If you can get a 20% increase in your valuation overnight, uh, I can, I can list a number of companies, regardless of industry, that would love to participate. Even in a 5% increase, that would be remarkable. So, um, Vestas is gonna have a hard time holding onto this. That’s just the nature of the business where things are successful, people will wander. And Rosemary, I, I think they’re– And Yolanda In, in my book, Vestas should sort of s-stand down and just make quality products. I’m not sure you sh-should tinker too much at the time being and just make the good stuff better. That seems like a way to really increase profits.  Yolanda Padron: Yeah, I mean, solving a lot of the issues that– And, and that’s not just a Vestas exclusive thing, right? All of these OEMs have some sort of issue that maybe– I know Rosie’s touched a lot on, on it, where [00:11:00] you build this version A and then version B solves one of the small little issues, but now it creates another little problem, and then you have version C, and then everything just kinda has its own niche little issue, um, that really expands over time. So if they could solidify what they already have in, in a, in a model that, that would help them just even keep a lot of their customers, I think that’d be great, and it would help, certainly help them, um, not continuously, like, rotate around the customers, ’cause it almost feels like, at least in the States, right, you, you get GE to be really, really strong and have a huge market share, and then GE starts focusing more on gas turbines, so then they all go onto Vestas, and then they all go onto Ontara now. Um, and then just, you know, just kind of everybody starts cycling through them because they just kind of want something that’s better quality than what they’re getting in the long haul.  Matthew Stead: Allen, you, you talked about you think there’s something big under the hood. I think you, you [00:12:00] thought that maybe Vestas was angling towards something or being quite bullish. Do you think that they might take over GE Vernova?  Allen Hall: I don’t think they’re gonna grab Vernova, and I don’t think Vernova is for sale at the minute, but I wonder if Siemens Gamesa is, or Nordex. I mean, Nordex has done terrific the last couple of quarters and is making inroads in places that I didn’t think possible three, four years ago. Uh, the European marketplace is be- becoming really unique in that sense that there’s a lot of money being put out. But is there a sole perfect solution for Europe? Not at the minute, ’cause you got two competitors there, and then China trying to, to work its way in. Will the Europeans come together and form something more united, even if it’s just a partnership, a loose partnership, versus letting China on the shores? We’ll see. 64 of the largest machines that Vestas has builds are standing off the German coast, but one blade is missing a [00:13:00] piece. We’ll talk about that when we come back. Speaker: Are you overspending on lightning repairs? Most operators are because solving lightning damage is complicated. Weather Guard Lightning Tech helps operators reduce lightning damage. Our innovative StrikeTape lightning diverter protects over twenty thousand blades worldwide. Now, StrikeTape Ultra installs faster than ever. StrikeTape Ultra cures uptower in just fifteen minutes, even in cold weather. Visit weatherguardwind.com to schedule a call. Allen Hall: Well, Germany’s largest offshore wind farm is now fully installed, and EnBW confirmed this, uh, past week that all 64 of the Vestas V236 15-megawatt turbines are s- standing at the He Dreiht wind farm about 85 kilometers northwest of Borkum. Uh, 960 megawatts, [00:14:00] 2.4 billion euros invested. Man, these offshore projects are expensive to get installed. Uh, so it’s power for roughly 1.1 million households, and there’s no state subsidy behind any of it. And so this is a little bit of a u- unique situation. Uh, th- well, the one footnote about the wind farm is they had a V236 blade break and fall into the North Sea, and they had fished it out and I think I passed along s- pictures that I saw online of, uh, one of the police boats pulling the shear web out of the water I don’t know what to think anymore about some of these offshore blade issues. Obviously, Vestas is very conscientious about it and will be doing RCAs and engineering reviews and all the above to go identify what the problem is. But it does just lead to a little bit of a pause of do– what is going on for some of these offshore [00:15:00] wind blade installations or, or whatever’s causing these blades to break? Do we have a good handle on it? Yolanda, is– are we following up on all the design details so that we can prevent these things in the future?  Yolanda Padron: I mean, I’d, I’d hope you’d be following up on the design, right? Like, and, um, but I think there is still a little bit of a disconnect from, from what we’ve seen, and again, not just Vestas exclusive, um, between the people who are designing and the people who are manufacturing, the people who are in operations, right? So, uh- The, from what we’ve heard, uh, this could have potentially been a, um, partially because of a transportation issue, which is what happens a lot in onshore. It’s a lot more common than we would like it to be. Um, and so that even goes beyond what would go on in the design studio and what would go on in the manufacturing and what would [00:16:00] go on even just for the people that are running the site, right? So, so some sort of, um, in between, uh, EPC error. Um, but yeah, I just think that, like in a lot of industries, there should be a lot more communication between all of these teams on the lower level, so that way a lot of these problems can, can be avoided.  Allen Hall: I’m wondering if it’s actually an issue on the, the testing side. And, uh, the one question that just popped up, and we saw from the ORE Catapult, uh, survey that’s being conducted at the moment, and if you haven’t participated in that, you just visit ORE Catapult and answer some of the survey questions. But torsion on a blade, which is very difficult to test for, and it really isn’t tested for today, but does happen during the move and the transportation of these big offshore blades. Is it one area that we need to do a little more work in or maybe spend some more time focusing on it to see what is happening as blades are [00:17:00]moved?  Rosemary Barnes: The thing about te- torsion is that it is much more significant as blades get longer. I can’t, I can’t remember the equation off the top of my head, which is, um, bothering me. But I think it scales with, like, the fourth power or something of, of length. And so whilst it was always a bit of a problem, it’s much more of a problem as it gets, as blades get bigger. I mean, they’ve never, like, fully tested a blade, and there was always a lot of reliance on, hey, y- you know, like we’ve tested certain things that is possible to test in a test facility on the ground. But they also rely on their decades of experience of how blades actually behave in the field. But, you know, remember, that’s a real lagging, lagging indicator because y- you know, their decades of experience is mostly with lots smaller blades. Now, blades are really different because they’re longer and different effects are, are taking over. It’s not just, uh, torsion, but it’s also the laminates get much thicker, and then y- you know, you, you have issues with the way that they’re curing, [00:18:00] and there’s a lot more just space for, um, defects to be present in a really thick laminate All of those things add up. Oh, yeah, then add in addition, like new materials, carbon fiber is new, and then new ways of producing it, you know, pultrusions, um, all kinds of different materials like balsa’s being replaced with foams and, um, like, you know, 10 times that number of what sounds like a small innovation, but all of these things have the potential for damage and don’t have a really long track record in the field to be able to kind of calibrate. We do need to remember that, like, when you do something new, things are gonna break, uh, sometimes, they’re gonna fail sometimes. If they don’t, then you’re definitely being too conservative, and your product is costing more than it should, and nobody wants more expensive wind energy, right?  Matthew Stead: Rosie, Rosie, I, I know you’re doing some, some excellent work on, um, industry studies around erosion and temperature and so forth. Um, I just wanted to let a little secret out of the bag that, um, in the future there will also be some [00:19:00] other studies on torsion and blade twist and blade dynamics. So, um, just a few things are in, in train at the moment, which I can’t share, share, but, uh, watch this space around better understanding blade twist. Allen Hall: The Hydride wind farm runs on European turbines, but the next one might not. Two governments with two very different answers on who gets to build Europe’s wind fleet. Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable [00:20:00] reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions Well, two countries and two decisions, one question. In Scotland, the UK government blocked plans for the Chinese manufacturer Mingyang to build a turbine factory, uh, near Inverness on national security grounds. 1.5 billion pounds of investment, up to about 1,500 jobs. And First Minister John Swinney has asked the new prime minister to reconsider. And the UK energy secretary minister called that request irresponsible. Meanwhile, up in Denmark, Vattenfall has just won two offshore wind farms and will not say whether it will buy European turbines. Danish suppliers are not taking that quietly. So [00:21:00] the Scotland question about the Mingyang factory is at least being discussed again with the new prime minister in the UK. It does seem like there’s a lot to do and get the government formed and make all this stuff happen. But I don’t see a Burnham administration changing the outcome for Mingyang, but I could be wrong. At the, the same time, Vestas is pushing for a more Eurocentric focus and to really keep out the Chinese. Uh, something has to give here pretty soon.  Matthew Stead: I actually think Mingyang should, um, set up a factory in Scotland. I, I mean, what’s wrong with that? I mean, uh, why is that a security issue?  Rosemary Barnes: Set up the factory and put the, like, whatever you’re worried about, put protections in place for it, require it to be a local joint venture or whatever. You know, we’ve seen the blueprint in many of what used to be, you know, less rich countries. That’s how they, you know, got a head start on some of these technologies. It’s not like, I don’t think that China [00:22:00] has a head start on wind, wind turbine technology, but they certainly have different ways of doing things that, um, yeah, we could, we could learn from. But I think across the board, wind turbines, batteries, solar panels, whatever, let them set up factories, put the rules in place that mean that your country benefits from it and you’re getting the, you know, the information transfer.  Yolanda Padron: Do you think that’ll, like, impulse a lot of these more established European companies to maybe start fixing some of the issues that they’ve known about for, for a while, um, particularly regarding the blades and everything that we’ve talked about earlier? Like, there’s enough competition there, so maybe they need to start looking a little bit more deeply into their problems.  Allen Hall: Do we think that Chinese operations have been out front, forward, honest, I’ll even use, about their blade issues?  Rosemary Barnes: No, but this is a good way to find out, isn’t it?  Allen Hall: Governments decide who is allowed to build a turbine after a discussion on Scotland. Uh, but, but [00:23:00] occasionally, a court decides what a turbine legally is. India has just settled that question, and the reasoning should be of interest to anybody who ships machines across a border right after this. As wind energy professionals, staying informed is crucial and let’s face it, difficult. That’s why the Uptime Podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. A tax fight in India has produced a definition every turbine supplier should read. Is a wind turbine bolted to a concrete foundation movable goods, or is it immovable property? State tax authorities argued immovable, which would have [00:24:00] taxed erection and commissioning contracts at 18% instead of 5%. The Andhra Pradesh, uh, High Court disagreed, and on the 12th of August, the Supreme Court declined to interfere. The reasoning rests on something this whole industry takes for granted. A turbine can be taken down, moved, and put back up. So a turbine is a movable object, and it has less taxation. Bonus. So this is a really interesting discussion that’s happening in India because it’s probably symptomatic of things we’re seeing elsewhere across the world about taxation for wind turbines, right? That, um, if there’s a way to tax a wind turbine, we’re gonna try to do it. This is a unique way, uh, that happens in India where depending on if it’s permanent or movable, the tax rates are different. I, I guess that would apply to a lot of components inside a wind turbine too, Matthew, don’t you? Like the, the generator, the, the big heavy things, [00:25:00] gearbox, generator, blades, rotors, tower sections, would be taxed at a, a lesser rate. Matthew Stead: I agree with the court case that it’s all movable and, uh, you can actually buy turbines on the secondhand market, can’t you? I mean, if I wanted to buy, yeah, whatever, whatever, I could buy one and, and put it up in my backyard if I had a bigger backyard. Um, so yeah, I vote for movable. I vote for lower taxes. Yolanda Padron: The way that it would work a lot of times in the US is, I mean, it’s, you pay, the company itself pays a lot less than they would’ve over time, right? Just by pure, the, the regular kind of tax laws. Um, but the community, there’d be just direct donations to the community, so then they’d get, uh, like money would actually come into the community where the turbines were being built instead of just distributed around the state, which I mean, in a state as big as Texas, it gets, um, but easier for that c- um, that county to get a lot more, uh, funding than they would typically get if it was [00:26:00] through a big enough area. Um, but yeah, no, I agr- I completely agree with you guys that, that this should be a movable good. I mean, how many times have we seen, uh, even just a blade, um, that it looks like it’s, uh, just a, a failed blade that they have to go in and replace, and then they take it out, fix it, and then just bring it back to the same site or take it to another site across the country. And, and to that point, like if you were to h- judge it as something that’s immovable, would then any blade replacement just not be taxed? Because then it’s, you’re moving that one component and two, but it’s essentially the same turbine. Like, I don’t know how that all would make sense.  Allen Hall: I think the Uptime Supreme Court agrees with the Indian Supreme Court that wind turbines are movable, and that’s good. Well, that wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. [00:27:00] Reach out to us on LinkedIn. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And don’t forget to subscribe so you never miss an episode. For Rosa, Yolanda, and Matthew, I’m Allen Hall. We’ll see you here next week on the Uptime Wind Energy podcast.

The Uptime Wind Energy Podcast
Danish Data Center Heats a Town, Vestas Breaks UK Record

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 17, 2026 4:04


A Danish data center will heat a town with its waste heat, Sumitomo buys into Celtic Sea floating wind, and Cadeler orders two more vessels. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Good Monday everyone. A data center broke ground in Denmark this week … and the plan is for it to help heat the town. Not a slogan. But a pipe. Let me explain. The project is called Dansk Data Center 1. They put shovels in the ground on August thirteenth at the Port of Esbjerg in southern Denmark. The owners are the pension fund PensionDanmark … the real estate firm Thylander … and Copenhagen Infrastructure Partners. That last name should sound familiar. Copenhagen Infrastructure Partners has raised about forty-three billion euros across fifteen funds … and builds energy projects in more than thirty countries. This time it is building a data center. Eleven and a half megawatts. By the standards of this business … that is small. But watch how they built it. The waste heat will go into the town’s district heating system … in partnership with the local utility … Din Forsyning. The cooling water runs in a closed loop and gets used again. And the plant can raise or lower its power draw to match whatever the Danish grid has to spare that hour. The chief technology officer put it plainly. The goal is for the data center not to be a burden … but an active part of a balanced energy system. Commissioning is set for October of twenty twenty-seven. Now … hold that model in your head. Because on the other side of the world … they are still doing it the old way. Centuria Industrial is a warehouse landlord. Australia’s largest pure-play industrial property trust. This week … in its full-year results … it told investors it is chasing more than two hundred and fifty megawatts of data center capacity. Some of that is expansion at sites it already owns. A twelve-megawatt building in Melbourne bought from Telstra back in twenty twenty. A small center in Toowoomba, Queensland. Another in Perth … leased to Fujitsu. But the rest of that plan is warehouses. Old industrial yards in Victoria and Western Australia that Centuria wants to turn into data halls. And here is the tell. For three of those sites … the company has already filed power applications. Not planning applications. Power applications. Because in this business … the grid connection is the product. Centuria’s head of funds management says Australian demand is now outpacing supply. He is not wrong. And he is not alone. So … two continents. Two data center stories. One built as a part of the power system. The other waiting in line for it. Either way … the load is coming. Which brings us to the people building the supply. Start in the Celtic Sea … about forty kilometers off the British coast. There is a floating wind project out there called Gwynt Glas. That is Welsh for blue wind. Up to one and a half gigawatts. This week … Japan’s Sumitomo Corporation bought a third of it. The other two thirds are held by EDF … and by Ireland’s Electricity Supply Board. Three equal partners. Now … Sumitomo has been investing in European offshore wind since twenty fourteen. But this is its first floating project anywhere in the world. And the timeline will test your patience. Consent applications do not even begin until twenty twenty-eight. Commercial operation is targeted for the late twenty thirties. That is a Japanese trading house writing a check today for electricity that shows up in fifteen years. The deal sits under a memorandum signed with the British government last year. Britain wants the Celtic Sea built. Japan just volunteered to help pay for it. Now up to Scotland. Vestas has installed the most powerful onshore wind turbine in Britain. It stands at Sanquhar II … between Dumfries and Galloway and East Ayrshire. The machine comes off the EnVentus platform … a bigger rotor married to a higher-rated generator. More energy out of the same wind. That project spent ten years in planning. And Vestas has more than six hundred megawatts of these machines under construction across Britain. But here is the argument going on inside the industry. Everybody is building bigger turbines. And yet a Vestas executive said this week … quote … we firmly believe bigger does not automatically mean better. Project economics are under pressure. In Germany and the Netherlands … you cannot get a blade that size under a bridge or through a village. Scotland is empty enough to try it. Britain now has about thirty-three gigawatts of wind … split about evenly between onshore and offshore. Onshore space is running out. So every new turbine has to do more work than the one before it. And then … there are the ships. Cadeler runs the largest fleet of jack-up wind turbine installation vessels in the world. This week … it ordered two more. The yard is COSCO Shipping Offshore in Qidong, China. The price … about eight hundred and five million euros. Call it nine hundred and thirty million dollars. Delivery … twenty thirty and twenty thirty-one. That will bring the fleet to fourteen vessels. And understand what these things are. The current class carries a deck of five thousand six hundred square meters … a payload over eighteen thousand tonnes … and a crane that lifts more than three thousand three hundred tonnes. Six extra-large monopile foundations per trip. The new class … they say … will be bigger still. Meanwhile the newest ship … the Wind Ace … is finishing commissioning right now. Its first job is East Anglia Two for ScottishPower Renewables … starting in twenty twenty-seven. And here is the number that tells you the most. Cadeler’s order backlog stands above three billion dollars. Eighty-two percent of that work is on projects where the customer has already taken a final investment decision. Nobody orders a nine-hundred-million-dollar ship for twenty thirty-one on a hunch. So … here is what to watch. For years this industry has fought one bottleneck at a time. Permits. Then supply chain. Then vessels. Now the bottleneck is the grid connection itself. Centuria filed power applications before planning applications. Because in twenty twenty-six … the scarce resource is not land or steel or capital. It is a slot on the transmission network. That changes the game for wind developers. The projects that win will not be the ones with the biggest turbines or the cheapest blades. They will be the ones that show up with a grid solution already in hand. Denmark just showed what that looks like. A data center that flexes its load … feeds heat back to the community … and makes the grid operator’s job easier. If you are developing a wind farm today … and you are not thinking about who will consume your electrons and how … you are already behind. The old pitch was … we generate clean power. The new pitch is … we solve a grid problem. That is the difference between a project that gets built and one that sits in a queue for five years. And that is the state of the wind industry for the 18th of August … twenty twenty-six. Join us for the Uptime Wind Energy Podcast tomorrow.

The Bitcoin.com Podcast
Inside Bitcoin Mining: Energy, Uptime & the Business Behind BTC | Compass Mining

The Bitcoin.com Podcast

Play Episode Listen Later Aug 15, 2026 32:12


What does it really take to keep a large-scale Bitcoin mining operation running?In this episode, Compass Mining's Curtis Harris, Senior Director of Growth, and Cameron Morsey, Director of Operations, unpack the business, infrastructure, and energy strategy behind Bitcoin mining.They explain how mining companies choose locations, secure competitive electricity rates, finance new sites, keep machines online, and manage operations when energy prices suddenly spike.You'll also hear how uptime, utilization, and curtailment affect mining profitability, why miners can help make use of otherwise wasted energy, and how mining sites interact with local power grids and communities.Topics include:How large-scale Bitcoin mining operations workWhy low-cost energy is critical to miningUptime vs. utilizationHow miners respond to changing electricity pricesEnergy curtailment and operating costsBitcoin mining site financingMiner repairs and hardware upgradesS19 vs. S21 mining machinesHow Bitcoin miner prices track BTCRenewable and otherwise wasted energyERCOT, load zones, and electricity pricingBuilding long-term relationships with local communitiesWhether you're a miner, investor, or simply curious about the infrastructure behind Bitcoin, this conversation offers a practical look at what keeps the Bitcoin network running behind the scenes.

The Uptime Wind Energy Podcast
AC883 Joins Muehlhan Wind Service

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 13, 2026 6:38


Lars Bendsen, founder and CEO at AC883, joins to discuss the Muehlhan Wind Service acquisition and Canada’s aging turbine fleet. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow. Allen Hall: Lars, welcome back to the podcast. Lars Bendsen: Thank you so much, Allen. Allen Hall: A lot has happened since I talked to you last. I saw some of the announcements on LinkedIn. I was really excited for you. So AC883 has news. Lars Bendsen: We have news. It was about a month ago now, but yes, things have been going very well. Allen Hall: Muehlhan has acquired AC883, which is a company you started how many years ago? Lars Bendsen: I started AC883 12 years ago. From my dining room table, basically. Allen Hall: Wow. And it’s grown to quite the business over time. Lars Bendsen: Yes, we have been expanding, especially the last five years after my son came in. He has been the main driver, so we’ve been expanding like crazy the last five years. And, well, getting older. Now we are at a point where we should extend, spend more. And then when Muehlhan, one of the biggest companies in the wind industry, looked our way, it was an easy decision to make. Very easy. Allen Hall: Muehlhan is well known for being a leader in the ISP world in Europe, and a little bit in America. They’re still making a presence here. That’s why they wanted to talk to you, I’m sure, because AC883 has a nice Canadian market. People trust you and rely upon you, because you bring the quality people over, plus you have all the resources to get to parts that you can’t acquire in Canada and the United States. You know who to call. It’s part of that Danish connection. And that makes a lot of sense, because I do think as we see the industry mature, those quality companies like AC883 are very valuable. They see them as being a huge resource to the industry. Lars Bendsen: As I said, it makes us really proud that a big company is looking our way, and it’s been a very smooth transition. As you were talking about earlier, the industry is maturing, meaning also big is getting bigger, and you need more horsepower, you need more muscle. And we also needed that, because we’re expanding and there’s only so much we can do. And we’re all getting older, so at a certain time you have to do something. Allen Hall: Sure, but it comes at a point where you’ve proven yourself time and time again. How many times have you grown an industry in your lifetime? You’ve done it many, many times. That’s why AC883 has always been the relied-upon source for so many things. Now Muehlhan brings a lot of advantages and a lot of horsepower to the organization. Because as you have gotten larger, you realize there’s a lot of back office things that need to happen. Safety, gear, equipment. It’s not just putting technicians on ropes out on site. There’s all the management of that. That’s where size matters. Lars Bendsen: Size matters, and also the whole health and safety perspective. You’re putting more staff behind the scenes than actually in front of the scenes. So it’s also extremely expensive. And now we’re expanding our offering, because under the Muehlhan umbrella we can do everything, including main component changes, which we didn’t do before. We decided before that anything we need a crane for, we do not do. Allen Hall: Right, I remember that. Lars Bendsen: Because it’s a completely different animal from a health and safety perspective, equipment, et cetera. And now in Canada, the company we’re going to be merging with, that’s what they do. They’re really strong in lifting and really strong in installation of turbines, complete wind farms. Where we are strong on the O&M side. And our primary customer is the asset owners. Allen Hall: Asset owners love you. Lars Bendsen: We hope so. We think so. Allen Hall: I know they do. Lars Bendsen: Where the other company is more focused on the OEM side. So there’s actually a really good mix in that. And we don’t step on each other’s toes, because we are focused on the O&M part and they’re focused on installation of turbines. So it’s a perfect match in so many ways. Allen Hall: And particularly in Canada, because the Canadian market is poised to put a lot of turbines up in the next couple of years. But at the same time, there’s an older fleet there, and spare parts is an issue. Some of the blades and the repairs are a little more complicated just because of the age of the turbine. And there are a lot of spares and components that you have access to and can bring into the Canadian market. You keep those turbines that are 15, 20 years old running. Lars Bendsen: Yes, we’re in a sweet spot in that respect, where the turbines are getting older but they’re not too old. So we need to keep them alive. And also, many owners still have the high PPA, which also means they want to do it. So there is a growing market for the O&M component, no doubt about it. But also, whatever happens in the US, leave that aside, they have a lot of good stuff happening in Canada on the offshore side, on the East Coast. Allen Hall: Oh, yes. Lars Bendsen: Nova Scotia. There are four big projects going out to bid, I think, within a year or so, and a lot of new projects coming up. So no doubt about it, Canada is a growing market. Where my impression is, and I have to be careful not to say too much, maybe the US is more a stagnating market. It’s maybe not growing as fast as it used to be. Of course, I don’t know enough to be smart about saying it. I’m just saying my impression is it’s more a flat market. Allen Hall: Today. Lars Bendsen: Today, today. Allen Hall: But tomorrow it’s something else. Lars Bendsen: That’s the charm of the unpredictability. Allen Hall: Exactly. Welcome to wind, right? It’s unpredictable. Well, I think that’s good, because the Canadian market is one of those pieces that a lot of Americans don’t pay attention to, because it’s not the same scale. Lars Bendsen: Not yet. But also from the European side, every time we have talked to European vendors or customers, it’s “yeah, be in America.” Yes, but I’m talking Canada. Canada has not even been on the radar. They’re talking about it as of late, but they had not talked about anything else before. So now it’s coming on the radar. And I know the Muehlhan people are smart people. They might be seeing that too. Allen Hall: Oh, I would imagine, yes. Lars Bendsen: So I have no doubt that it makes sense. The other thing that’s critical, of course, the US is big as well, but Canada is area-wise extremely big. Allen Hall: Same width as America, roughly. That’s a big territory. Lars Bendsen: But that also means it’s further between the turbines. That means you can travel like crazy to meet very few clients. And that’s why the one company is in western Canada and we are in eastern Canada. That makes sense. There are many reasons why you have to be local in your area. Allen Hall: Part of that is what’s happening in the United States at the moment, but it’s also on the part of Canada to react to it in a positive way. Like, if America’s not going to do it, well, we’re here. We have great wind resources in Canada. And that’s what the Canadian government is saying to itself, I think. They’re realizing the opportunity to go after that wind resource is now. And not only that, because of the way America has situated itself, they can sell a lot of that power that’s going to be generated in Canada right down to the East Coast of the United States. Lars Bendsen: Yes. Well, the whole AI, the whole data center stuff. It takes seven to eight years to build a power plant. Normally they put a wind farm up in two years. You can’t avoid it, whether you want to or not. I think the Canadians are a little bit optimistic right now, to say, “If you don’t want to do it, we will do it.” And I think we are very happy, and we will see by the end of 2028 who’s happy where. But it’s all good. Allen Hall: Right. Lars Bendsen: It’s all good. But again, by that time, well, only now I’m retired officially, so… Allen Hall: What does that mean? What does retired officially mean? Lars Bendsen: I don’t know. But I’m retired in the respect that Muehlhan bought the company, and Jannik, my son, who’s been running my company— Allen Hall: Jannik is awesome. Lars Bendsen: —he’s been running my company anyhow the last three years. So there’s no change in personnel, same person, people know the same him. Same place, same locations. Nothing has changed at all. Same reasons as before. We just have more horsepower and more offerings to do, and we’re very happy, because we needed that too. Just the whole thing about main component routines. Now we can do it. We couldn’t do that before. Allen Hall: There’s a lot of need for that. Lars Bendsen: As you said, the aging fleet, they need to do main components. We need to lift a whole rotor down, different stuff. So that’s good. Allen Hall: Isn’t that exciting, though? Lars Bendsen: It’s very exciting. Especially for our team. And I’m so proud and happy sitting on the sideline and following it. It’s amazing. Allen Hall: Well, you’re not going to sit there and let them do main component exchanges without going and watching that, right? You’re going to have to go at least take a look at that. Lars Bendsen: I can’t go on site, so I can sit from the highway and look at it. Allen Hall: They’ll give you a hard hat, don’t worry. Lars Bendsen: Oh, I won’t do it. Allen Hall: Safety glasses and steel-toe shoes. Lars Bendsen: Maybe, maybe, maybe. But I’m happy. And Muehlhan is truly good people, a good company. And they have bought out, I don’t know the number of companies they have bought the last couple of years, not only in wind but also in the industrial division. They have a huge industrial company. So I think it’s something like, don’t hold me to it, 40 to 50 companies over the last couple of years. So they’re growing like crazy. And you only do that if you’re good people. Allen Hall: That’s true. The only way to survive is with good people. Lars Bendsen: Or people just say, “No, thank you.” Because people are not desperate to sell. And we were not desperate. We saw it as a great opportunity, and we are honored that they did it. And I think we can take the market share if we want to. Allen Hall: I think Muehlhan, in terms of its reputation, is well known. I’ve talked to large European operators, and who do they use? Muehlhan. That’s who they use. So you hear that name pop up quite a bit, and rightly so. We’ve worked with them. Weather Guard has worked with Muehlhan in the past, and the results have been good, so we’re really grateful. Lars Bendsen: It also looks like there will be more presence of Muehlhan, so to speak, because before it was more the individual companies that had been a part of the Muehlhan group. They’ll be branded as Muehlhan. So it’s the same companies, but there might be bigger visibility, is my guess. I don’t know, again, I’m out, I don’t know the strategy plans. But that’s my two cents, that there’s going to be a bigger visual presence as well. Allen Hall: But in terms of contact points at AC883, Muehlhan now, you’re still able to call Jannik, you’re still able to call Jacob, Bent, and Sydney, and the whole crew is still there. Lars Bendsen: The whole crew. No changes. Same numbers, same emails. The email signature has changed, but the same email address, same telephone number. Even I have my same phone number and my same email address. So if you’re desperate, I’m happy to pick up the phone and forward it to someone else. So it’s all in good order. I’m very happy and proud that we can do that and hand it over. Allen Hall: Well, it’s amazing. And congratulations. But I wanted to have you back on the podcast because we’ve had you on so many times before, and because you’re such an industry insider, so to speak. You know where things happen, and why they’re happening, and the history of some of these wind events. So I use you as that resource, but you’re also a great friend, and I appreciate that. We met just randomly several years ago. Like, who is this Lars guy? And you realized immediately, super knowledgeable, smart on his feet, good salesperson, all those things you need to have in the wind industry to be successful. That’s the package. Lars Bendsen: Well, people dealing with people. Allen Hall: Yes. People dealing with people. Thank you so much for being on the podcast. We’re going to have to have you back on. We have to pull you out of retirement to comment on the state of the wind industry. Lars Bendsen: Would love to do that. Allen Hall: All right, I would love to have you back on.

The Uptime Wind Energy Podcast
ORE Catapult Blade Survey, Siemens Gamesa Turns a Profit

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 11, 2026 20:46


ORE Catapult wants industry blade failure data, Siemens Gamesa posts its first profit since 2022, and Vattenfall sweeps Denmark’s offshore auction. Fill out the ORE Catapult survey! The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with Rosemary Barnes, Matthew Sted, and Yolanda Padron. And it has been a real interesting week out in the renewable land, uh, if you’ve been watching some of the news, and we’re gonna talk about a number of those stories this week. But I wanna lead off with what ORE Catapult is doing over in the UK. So if, if you haven’t followed ORE Catapult, they are a, a research investigative arm and a huge proponent of wind, offshore wind in the United Kingdom, and they’ve done a, a tre- really tremendous amount of work in some of the, uh, particular problems that exist in wind trying to help [00:01:00] solve them. They have a survey that’s out, and if you haven’t seen it, you can just Google ORE Catapult and put in survey, and you’ll come to either an article or get to their site. And Rosemary and Yolanda, there’s a couple of particular items that they’re asking questions about. Uh, a lot of it is asking specific questions about torsional stability of blades. Have you seen more difficulty with torsion? Is… Do we need a torsion test? I think that was one of the questions. Uh, also looking at ranking of the different issues that happen with blades in particular. That’s what I noticed. Uh, you know, where’s lightning? Where’s blade connections? Where’s structural issues? Where do you rank all those different things? And I, I have not seen a survey like this in quite a while. Is this something that we need to do more of? I know [00:02:00] ORE Catapult will get a huge amount of feedback, at least I hope, over in the UK and, and around Europe. I don’t think many Americans are gonna be contributing to that too much since you don’t have a lot of offshore wind. But is this going in the right direction? Do we need more of these industry surveys about structural blade issues?  Yolanda Padron: Yeah, I think these surveys are a really good idea. Uh, the only thing that scares me from the owner side is that sometimes there’s a little bit of, uh- Teams don’t really love the idea of sharing information that might seem like it’s, um, like intellectual property to their internal teams. Even if as an engineer, of course, you love the idea of sharing and finding out like, um, what everybody else is, is experiencing on their site. Um, and so I really hope that the teams can really look, like their internal teams can really look past that because this would be a really great tool [00:03:00] for everybody to use. I know I looked at the survey myself and some of the questions kind of gave people the, the opportunity to kind of anonymize their data and then just kind of share it and have it. It seemed like it, it would probably be a platform that everybody could look at or everybody that, that shared could look at. And I think that it could be really, really good for operators to be able to know kind of if what they’re seeing on site is normal and just to be able to see what they’re signing up for when there’s a new site coming in. Or if it’s a site that’s been operational for a while, you can see what’s, hopefully, what’s happening to a quite older site than yours. So just to, to be able to be a bit more prepared, um, since a lot of these sites are from different own- owners. But I think it’s a really good idea.  Allen Hall: The survey asked questions about leading edge erosion, torsional loads, root joint integrity, lightning damage, manufacturing defects, which is a big [00:04:00] issue right now, extreme loading events, which also, uh, is, uh, coming about more often, uh, repair performance, and end of life fatigue. So there’s a, a series of questions about that and when do you experience these items in the lifetime of a blade. Is it more towards the beginning of the operation or more towards the end? That is important to know ’cause it, how you go about managing blades depends on that. The torsional questions were more specific. Uh, in your experience, how well understood are the effects on blade longevity of torsional loads compared to bending loads? And I think that relates back to some of the, uh, issues that have been seen on some offshore blades where there’s no existing test for torsion because it’s so hard to do. Whereas bending loads, we pretty well understand that and can do lifetime testing essentially for, for bending loads. So the torsional one I think is gonna raise a lot of question marks to hopefully with people, and we can come up [00:05:00] with a, a better approach to that.  Yolanda Padron: Hopefully, yeah. I think this is, I mean, this is just a really good idea to if, if everybody could partake. Um, I would really love to see something similar if people could in, in onshore. And so just something that’s, that’s shared a, uh, a little bit more widely I think would be really, really great. Uh, the only thing that might stre- or not stress me out, but- you know, I think people need to be careful about is just making sure that you’re not, um, that you actually use your data and not just kind of like, “Oh, I know that I remember this terrible lightning damage that I got in this really, really bad area, so I’m gonna mark as though most of my lightning damage happens in that bad area.” So just, just make sure you don’t use confirmation bias for, for that, but  Matthew Stead: I can also add to it as well ’cause, um, we’ve done a fair bit of work with all Catapult over the years, um, particularly through the new IEC standard for blade O&M. Um, and, uh, [00:06:00] definitely through the new blade O&M standard, the topic of blade twist has come up multiple times. Um- And also adding to that, you know, our organization has done twist on, twist measurements on 100 meter blades, and the twist that we measured was more than the OEM expected. Um, so I think this is a bit of a sleeper topic, um, and I think OR Catapult is doing the right thing by gathering more information. Allen Hall: There is a l- little database that’s gonna be put together, at least looking at the questions. Question 12, and everybody hopefully will go in and, and participate in the survey, but it says, “Would you be interested in sharing redacted failure data into a industry-wide database to help inform research agenda for blade development and O&M tools and solutions?” That is a great idea. Having a database so we understand the scale of problems and can put some numbers [00:07:00] to them, and then we can do some more research in those areas, and focus research where we’re actually gonna spend money in the right places, which has been my fight for the last five, six years, where we spend a lot of money, but not necessarily where we need to. That’s a great question, and hopefully OR Catapult does p- put together a database.  Rosemary Barnes: Companies really, really, really struggle to provide access to their data. Like, um, it, y- yeah, it, it’s, it’s very hard to get it beyond just using for their own specific project. I’ll be, I’ll be so happy if this database gets up and becomes publicly available so that every- everybody can use it to create the solutions that the industry needs. But I know how hard a challenge it is, so I’m wishing them heaps of, heaps of luck to get it to work.  Matthew Stead: And can I also add that, um, OR Catapult also did a wonderful presentation at Blades Europe, where they talked about life extension. They talked about the actual loading on the blades, um, influencing the fatigue life. And so I think, you know, that excellent [00:08:00] database hopefully, as we talked about, gets fed into some of their work about life extension.  Allen Hall: Well, OR Catapult is trying to get ahead of blade failures before they cost money. Uh, our next company knows exactly what that costs. Siemens Gamesa is still climbing out of a serial defect problem, and it posted its first profit in four years. So we’ll be back to talk about that in a moment.  Speaker: Are you overspending on lightning repairs? Most operators are, because solving lightning damage is complicated. Weather Guard Lightning Tech helps operators reduce lightning damage. Our innovative StrikeTape lightning diverter protects over 20,000 blades worldwide. Now, StrikeTape Ultra installs faster than ever. StrikeTape Ultra cures uptower in just 15 minutes, even in cold weather. Visit weatherguardwind.com to schedule a call. Allen Hall: Siemens Gamesa has finally turned a [00:09:00] profit, its first time since 2022. Uh, now comes the hard part. Order intake in the third quarter fell 77% from 4.89 billion euros a year ago to 1.05 billion Chief Executive Christian Bruch, uh, says a lot of the offshore projects that were originally planned are slipping, and as we’ve seen in the news, and that developers are not willing to make final investment decisions right now. Uh, in Germany, developers are lobbying to hand 16 gigawatts of offshore sites back to the states, and, and Bruch says that the, the capacity is, is not going to be built. Onshore, uh, the relaunched 5.X platform is ramping up slowly after the serial defect shutdown, with approvals still holding some orders back. So Siemens Gamesa is going to make a push, or [00:10:00] Omtera I guess it is called now, w- is going to make a push, uh, into the 5.X machine and continue on on the offshore side. But boy, some of these, uh, auctions and, uh, bidding processes are not great for Siemens at the moment.  Matthew Stead: I’ve got a question. Did, um, did Siemens actually stop selling for a while as well? Is that part of their order intake loss?  Allen Hall: Some of the machines, I believe, the 4.X and the 5.X, when they had the serial defect issues, uh, they put a hold on them for a little while and, and did a complete redesign, I believe, on the blades. But other turbines I thought were still being offered for sale, and I thought I saw s- some installs in the United States going on, more on the two megawatt, three megawatt machines, uh, but n- not the bigger ones. And, and offshore too, like it sound- does sound like the large offshore wind project in the United States, which is the coastal Virginia offshore wind project, uh, off the, you know, a couple of miles off the coast of Virginia, is [00:11:00]going a little bit slower than they thought. Uh, so maybe there’s a, a little bit to the 14. It’s, that’s a Siemens Gamesa 14-236 direct drive machine that’s going in there. So there, there’s some still learning curves going on from what I can see, but it does seem like it’s, uh, it’s, you know, formerly Siemens Energy, there’s a huge amount of money to be had in this corporation. So if the wind division is not doing all that great, it, it’s kind of like GE Vernova. There, there’s other ways to make money.  Matthew Stead: There’s also, I mean, I’m just wondering if there’s a bit of a blip. It’s just a short-term correction in terms of the order intake, and, you know, once they get back on track, uh, it’ll, it’ll revert again. Uh, that’s what I hope for, hope for.  Allen Hall: We’re gonna move on to Vattenfall. Uh, there was a Danish offshore auction, and Vattenfall won both of them. And Ørsted did bid and didn’t win, and no one seems to care too much that Ørsted didn’t win. Uh, and Vattenfall, it’s, it’s a huge deal for [00:12:00] Vattenfall. So- Orsted not winning in their own backyard does seem like a problem politically  Rosemary Barnes: If Denmark wanted to have, you know, local companies winning these auctions, then they could’ve, they could’ve, uh, you know, made it for l- local companies only or tilted the playing field in their favor. Um, so yeah, uh, I don’t know, maybe that’s the outcome that they want. If they want… It’s always like a, a tension, right? If you, you want cheap- the cheapest prices on one hand, you want local content on the other, and if you, you know, anything you do to one of those two sides affects the other. So yeah, like, in general, the more you encourage local content, then the more restrictions you place on companies to choose a cheaper supplier in every case. Uh, Denmark is at least well-placed to have good world-class suppliers in, you know, most, most categories of the things that you need in an offshore wind [00:13:00] farm. But yeah, I mean, you see it all over the world. Uh, you know, Australia periodically tries to, uh, you know, get more local content, but it’s very, it’s very hard for us ’cause we don’t have a whole thriving ecosystem. And so it’s like you’ve gotta pick out the one thing that you think that we could compete on and then subsidize that, and then it’s just, like, so… it’s such a weird distortion. And if companies didn’t already wanna choose that local supplier, it’s because it’s more expensive, so therefore you are necessarily adding cost. Um, I think Taiwan d- uh, has h- experienced a lot of this with their offshore industry, right? Where they kind of s- they got really enthusiastic about local content, and everyone’s like, “Yeah, this is a great thing to do ’cause you can get local manufacturing, and you can develop a whole thriving industry But then when it comes down to it, you know, it’s not so great to have, like, whoever set up the, the system that you’ve gotta adhere to to get these projects in place, like, they’re not the experts in developing offshore [00:14:00] projects for a cheap price and on schedules, obviously. Other- otherwise they’d be working in that, in that role. So you, uh, do end up making things really hard for the developers, and then you- they ended up with very expensive projects. And, um, because the local content, you know, like, they had what sounded, in theory at the start, like a good, um, like a good idea. They start off with a low local content requirement and gradually ratcheted it up as the industry is supposed to mature. But what they saw was the prices just ratcheted up in parallel. Um, especially once the few things that can be competitively supplied, uh, locally, once you… That is not sufficient to y- y- you know, once the local content amount exceeds what you can achieve with those competitive industries, then yeah, you do start to see people having to spend a lot more and add a lot of project risk if you’re, y- you know, uh, going with brand new suppliers that have never, you know, never supplied a project like that before. So I can kind of [00:15:00] understand why Denmark wouldn’t be so focused on, yeah, our local, our local company needs to win.  Matthew Stead: Yeah. Yeah, com- competition is a good thing, isn’t it? So yeah, you can’t have everyone winning all the time.  Rosemary Barnes: I think it’s such an interesting time, though, in the world where, and I’m changing my mind about this, like, yes, competition is a good thing, but if you only have competition, um, and don’t consider your country’s, you know, local competitiveness, then you end up not being able to make anything, especially when we’ve got, y- you know, in the world at the moment, there’s so much globalization, like, way more than ever before in the world’s history. And, you know, there are countries or our country mostly, that has, you know, 50% of market share for certain things, and more for other things that people need. It’s like, so- They can obviously, just based on scale alone, can produce things at prices that no [00:16:00] one else can compete with. And then you add in that not every country is totally committed to 100% fair global playing field and, you know, there are subsidies involved and incentives and that sort of thing. Like, you do just end up with every other country not thinking it’s economic to make anything at all. And then, yeah, I mean, everyone knows monopolies are bad, right? I don’t think that would be any different for supply chains. So I think, yeah, like we’re about to have a re-reckoning or are in the process of a re-reckoning about how much globalization is a good thing, how much free trade is a good thing, how much, you know, just letting the market take care of it is a good thing because nobody wants to end up in a situation where, you know, the whole world is dependent on one country to make absolutely everything. Yolanda Padron: Yeah, but is it, isn’t it also kind of like a cultural thing here for Vattenfall, um, like for Dane- Denmark itself to try to be very [00:17:00]strict about the rules and if Ørsted didn’t win the bid, then they didn’t win the bid type of thing? Like, to not try to give them as much of a, of an advantage ’cause they’re still owned majorly by the Crown, right? Allen Hall: It’s like 50% ownership by the state, right, Ørsted still.  Yolanda Padron: In general they, they have a lot of- very Danish rules of like against, you know, uh, in the US against like PACs and lobbying and stuff, and things that are very common here because it’s more culturally aligned with Denmark. Um, so I guess it, I mean, it does, it, it does make sense, right? That they would try to separate that as much as possible to try to not have that conflict of interest.  Rosemary Barnes: I think Denmark, um, definitely wouldn’t consider themselves rule followers, ’cause if you compare them to their immediate neighbors like, um, Sweden and Germany, the Danes are like a lot more relaxed. They have this saying in, [00:18:00] uh, Denmark that i- in, in Sweden, everything that isn’t forbidden is mandatory. That’s how they think of, of the Swedes.  Allen Hall: Wow. There’s a lot that’s not forbidden, Rosemary. You’re going into some murky waters there. Okay.  Rosemary Barnes: That’s their perception, and I think it is true relative to Sweden. The Swede- Swedes are more rule followers. But as, um, someone that comes from a probably more relaxed country, again, yes, the Danes did really like following rules. Um, like a lot of unwritten rules as well. I remember one specific example I remember actually, uh, we had like a whole, uh, I did Danish language classes when I was there, and part of that was like a cultural education. One of the classes was based around, uh, some of the unwritten rules in society, and one of them is it’s this date, and I don’t remember the date, but there is a certain date that if you have not trimmed your hedge by that date, that is just like y- you are not an upstanding member of society. Like, that is just like ab- absolutely not okay and like everybody that walks [00:19:00] past your house is like, “Oh my God, they haven’t trimmed their hedge yet,” and people will be talking about it and in the canteen at work. So definitely they do like to follow the rules. But what I will say about Denmark also is that I think that they usually top the world’s list, or at least close to the top in terms of trust. Um, they trust people in general, but especially they trust government institutions. And I think that you can’t have trust in government institutions if they pick and choose, um, when they’re going to enforce the rules or not. So I think that in that sense, yeah, of course, they’re not going to after the fact go, “Oh, this, the, oh, we had an auction, but the result wasn’t the way we liked it, so we’re gonna change it.” Like, that’s not a very trustworthy thing for a government to do. They do rely, obviously we’re a small country, they rely a lot on international trade, and so I think that they would see a big risk in, um, yeah, having their auction be anything but fully transparent and fair. So yeah. Anyway, that’s my, my cultural interpretation based on having lived in Denmark for five years. Uh, [00:20:00] five years ago now. It’s been a while.  Allen Hall: That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And don’t forget to subscribe so you never miss an episode. And for Rosey, Yolanda, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.

Greg & The Morning Buzz
CATCH UP TIME. 8/10

Greg & The Morning Buzz

Play Episode Listen Later Aug 10, 2026 14:29


We chat about our weekends.

The Uptime Wind Energy Podcast
Blade Breaks at He Dreiht, Suzlon Posts Record Quarter

The Uptime Wind Energy Podcast

Play Episode Listen Later Aug 4, 2026 34:18


A V236 blade fails during construction at He Dreiht. Plus a 53 GW US wind forecast, Suzlon’s record quarter, and what turbine noise really measures. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now your hosts Allen Hall: Welcome to the “Uptime Wind Energy” podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, Yolanda Padron, and Rosemary Barnes. And to lead off this week, s- there’s been some trouble in the North Sea. On July 22nd, a blade failed on one of the turbines at EnBW’s 960-megawatt He Dreiht offshore wind farm. Uh, EnBW spokesperson said there were no injuries, thank goodness, and that the authorities were notified immediately, which is generally the case in Europe. They’re very safety conscious, of course. But the machine was a Vestas V236, which is a– that 15-megawatt offshore turbine that Vestas is offering. And He Dreiht is where the platform [00:01:00] has made its debut. So Vestas and EnBW are working together on an investigation, an RCA, a- along, uh, looking at the environmental impact because parts of the blade landed in the water. And the, the images I saw online were like a sheer web that was being pulled in onto a ship, so big pieces of blade. Uh, there’s gonna be 64 of these turbines going into that wind farm, but this is probably a little bit of a weird thing because it does seem like that the wind farm is under construction when the blade broke, which is not the first time this has happened, right? That we’ve seen blade breaks at, uh, Vineyard Wind and at Dogger Bank on the GE side. Is this just a construction issue, Yolanda, you think? Or is it some sort of, uh, vibration that’s happening during construction that’s putting extra stress on the blades?  Yolanda Padron: We were talking about it a little bit offline and how it might be a loading [00:02:00] issue because it’s not, uh, it’s not in the optimal operating, uh, conditions, right? Uh, but this is– It’s– I don’t like that it’s becoming a trend more than an anomaly from what we’ve seen on this podcast. Uh, Matt, I know you work a lot in solutions, right? What, what would you recommend people start doing?  Matthew Stead: Yeah. I think, um, more and more there’s ways of just checking out, you know, pre-construction, um, you know, some of the vibration modes, some of the unusual, um, wind loading when it’s in standstill, you know, different yaw angles and so forth. So there, there’s more and more ways of, um, checking out what the blade is doing when it’s in those unusual, um, sort of pre-con, pre-operation phases. So, um, you know, for instance, um, we do know that there is some sort of sometimes edgewise or flatwise vibration, which, um, you know, maybe is not normal, um, and maybe could be, be [00:03:00] thought about in a bit more detail. Um, certainly I know there are some research organizations which are looking into this and also, you know, things like blade twists. Um, so what is actually happening in terms of the, um, the twisting of the blade along, along its axis.  Allen Hall: I think the last time this happened, I remember going back and looking at patents about how to protect the blades during this construction phase. So you wanna prevent the blade from generating lift from sideways winds pretty much. So the designs that I saw were like putting like a, a netting across the blade to disrupt the airflow so that it wouldn’t generate lift. But I haven’t really seen that implemented. Maybe it is being implemented, but these loads are a little odd, right? I, I, I’m wondering if there’s any IEC certification test that looks into them, uh, just because it’s, it’s happened a couple of times now, more than a handful.  Matthew Stead: We, we saw, um, we saw that picture of some blades on the ground. [00:04:00] You remember they were in storage. Um, there was a, a strong wind that came across them when they were in storage, and there was some, some flutter and, you know, some, some damage it caused, uh, even when they were on the ground. Um, yeah, I think just thinking out loud, you know how on some, you know, wind stacks and, or, you know, turbine stacks and, um, you know, poles, you know, exhaust stacks. Sorry, that’s the word I’m looking for. Exhaust stacks. They have the, the spiral around it. You know, it’s for around vortex shedding. So maybe it’s an opportunity for, for Rosie to jump in here and, uh, and comment. But, um, maybe we can put like vortex, uh, spiral vortex, um, you know, dissipators on the, on the blades before they’re fully commissioned.  Rosemary Barnes: So it’s cer- certainly not a, a matter of the design just being a little bit wrong, right? That would mean that it would last for a, for a while and then And then break. But it, it also, it could be several things. It could [00:05:00] have been a manufacturing defect, a bad one. It could have been transport damage. Tho- those are two other things. It could have been, yeah, you know, like a, a new design feature or material that performed massively differently under real loads than what it did, um, you know, in their computer models and in their coupon tests and in their, um, static tests, fatigue tests that they did. It could be any of those things. Sometimes you do see problems where technically you’re not supposed to leave the rotor locked out for any period of time because it is not designed for the off, off-axis weird loads that you can get when the blade is oriented in a suboptimal way compared to the wind. And there have been instances where it’s like technically, you know, that was in the instruction manual, however, nobody ever followed it, and it’s only under extreme circumstances where that actually is severe enough to break it. There, there can be instances like that [00:06:00] where I would say that it- it’s pretty difficult/impossible to actually design s- for safety during any conceivable series of events during installation. The way that you would do it would be to make sure that the blade can handle any wind load and, you know, up to the maximum gust at any, at any time in any position. But having, you know, done a little bit of work, um, on blade design in my past, it is massive. That is just a massive, massive load that is y- it will never see in its lifetime. You would have such heavy, expensive blades if you actually designed it like that. Um, and so yeah, the That, that would be probably the most charitable reason for a failure where nobody really did their job wrong. It’s just kind of like some bad luck that happens every now and then.  Allen Hall: Well, it does seem like there’s a trend there between Dogger Bank, Vineyard Wind, [00:07:00] some of the things we’ve seen in China. During the construction phase, those turbines are very vulnerable and the, the blades can break. Aren’t there extra precautions that could be put in place? Like, you, you could obviously do weather forecasting, and I know that that’s done, but it does seem like it’s, uh, such a consequential problem to have a blade break on a turbine in the North Sea, near Germany. Like, that, that’s just bad PR. Even if you have all the engineering precautions in the world there, you would still maybe play it a little bit safer so this wouldn’t happen?  Rosemary Barnes: It’s really hard. Like I said, if you want to design it so that a blade won’t break under these, like, really unusual set of operating conditions that happen during construction, not during– Like, during operation it has to be able to handle whatever is thrown at it, like, no doubt. Um, everybody agrees on that, including, you know, certification bodies. But during installation, yeah, if you want your blade to be able to handle anything that [00:08:00] that area can throw at it, even, you know, one in 50, one in 100 year storm that comes up unexpectedly, I personally think I haven’t done the optimization. I wouldn’t be surprised if people had. In fact, I would be surprised if they hadn’t. But I bet that it will cost more to design every blade to withstand that than it would to lose the occasional one, you know, one out of What is it? Like one out of 500 blades or something this happens to, one out of 1,000? I, I, I don’t know, maybe even less, less than that. Um, you know, so it’s, I don’t know how much these blades cost new, but, you know, say a few hundred thousand. Uh, it’s just, it’s gonna be it, it’ll be more cost-effective to lose the odd one every now and then. And like you say, it’s bad PR, but, um, I don’t know. Is it that, like- It- … things, things happen, things break sometimes. Um, yeah, I don’t know. Is the PR that bad? I’m not sure.  Matthew Stead: So [00:09:00] I, I’ve got a question and, um, you know, on LinkedIn, you know, you see whenever there’s a, um, whenever there’s a failure on L- um, e- everyone posts about it.  Rosemary Barnes: Condition monitoring would’ve stopped this. If there had only been condition monitoring that, that turbine, then they wouldn’t have had a blade break during construction. That’s why I’m so hesitant to, to, you know, make any calls now ’cause I don’t wanna sound like one of those  Allen Hall: LinkedIn losers. LinkedIn loser.  Rosemary Barnes: I learned that the last, um, root cause analysis, like, you know, catastrophic blade failure, um, the last one that I, uh, yeah, got approached to work on, I was told y- you know, like half a dozen different companies have approached us after they saw this in the news. So people are ambulance chasing. I’m like, “Oh my goodness, should I, should I be ambulance chasing? Is this a new, a new thing that I should be doing?”  Allen Hall: Let’s take a quick break and when we come back, a fresh forecast says the United States is building more wind than anyone expected As wind energy professionals, staying [00:10:00] informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. Well, here’s a number that runs against the mood of the industry. Wood Mackenzie now expects the United States wind industry to add more than 53 gigawatts of capacity by 2030. That is a 5% increase over the previous quarter’s five-year forecast, and the reason is really straightforward. Shovels are in the ground. Developers pushed to start construction ahead of the July safe harbor deadline, and firm turbine orders reached 1.1 gigawatts, five times the level of a year earlier. So demand is holding up too, [00:11:00] led by a 1.9 gigawatt deal between Google and Xcel Energy. So the One Big Beautiful Bill, or OB3 as I’ve heard it called more recently, is driving wind energy installations up for the time being. This is somewhat of a positive measure. Does it demonstrate in, in sort of uncertain terms that wind is still a choice for a lot of energy developers?  Yolanda Padron: I mean, we’ve still seen a lot of wind developers continue on, right? And just maybe put something further back down the timeline than they initially would for, for a new project. Uh, but I, I don’t know. I kind of equate this to, like, you know when there’s, like, a massive sale or something on a, at a store where it’s like, “Everything must go”? And I feel like everybody was just kind of leaning towards that in the short term, and then there’s probably gonna be a lull, [00:12:00] and then just go back to, things will probably just go back to normal, I think. Matthew Stead: My, my take is that if I had a spare few billion dollars, um, and I was in the energy market I would be building wind solar and battery. And so I would see it continuing  Allen Hall: The existing Department of War review, this is that are not being completed, so it’s holding up a number of projects. That’s gonna eventually hit the courts. I know it’s in the courts right now. I’m– At least that seems to be some of the news about it, and my guess is based on previous history in the courts is that they’re gonna force the Department of War to either finish the analyses and make some sort of proclamation or to allow them all to pass through. Uh, just put a stay on the, in the Department of War. I’m not sure how that works because I’ve never heard of that happening in the past, but w- you know, we’re in new times [00:13:00] obviously. But if they, if the courts were able to tell the Department of War to stand down and let the developers go, that would be very interesting. I think you may see some more activity in wind and that was, you know, off the table just a couple of weeks ago. Is, is that the feeling? I, I know that there’s also some larger discussions. I was listening to this discussion from an MIT analysis about how wind is gonna suffer because solar is so cool and battery is the hot thing. But in reality, good luck, right? I think you have to have all of the above scenario to get your projects done. If you can’t rely on gas turbines, you better be looking for every possible electricity-generating piece of equipment you can get your hands on right now.  Yolanda Padron: Do you guys think it’s gonna be one of those things where the US kind of turns away from its traditional cowboy-like way of approaching wind [00:14:00] turbines? Or at least like blades, you know? Because there’s gonna– there seems to be a lot more I, I don’t know if a lot more restrictions, but a lot more implementation of those restrictions on the operation of wind turbines, um, just like from bird monitoring and just a lot of issues that you might see on a wind site that maybe people didn’t care too much to look at before. Allen Hall: Well, the argument that MIT was making was operating wind turbines is harder than running a solar farm, which generically is true early on. I think that’s probably true. But from what I see from solar farms and hear from operators, solar farms are not easy either. They have their own problems like fire, hail, uh, yeah, bad inverters, electrical problems, animals eating the wires. Like, everything comes with this set of issues that it has to work through. But wind’s been going a little bit longer. I feel [00:15:00] like there’s an infrastructure there that solar is just now developing, and the history from large solar developments like in, in Spain has not been great over time. And Australia’s sort of a little bit of a different case, Rosemary, where most of the solar in Australia is put on top of people’s roofs. But is there a real advantage to solar and battery over wind?  Rosemary Barnes: I think yes. I think it’s, it, like, it’s not The scale is, yeah, there, it, there is maintenance and management to be done on a solar farm, but it’s not like on a wind farm, uh, in my opinion.  Allen Hall: Why? Why do you say that?  Rosemary Barnes: So when I talk with asset managers for solar farms, their number one challenge, at least in Australia, is, is grass, managing the grass. And in fact, there were some solar farms in Victoria that got shut down briefly by the safety regulator because the grass levels were not s- not safe in terms of, you know, being a fire hazard. You know, like basically it’s mowing the grass, and it’s once a year driving some drones around that are doing [00:16:00]thermal imaging and seeing if there’s any faults there, and then replacing them. So there’s stuff to do, but it’s not like as much stuff as there is in a wind farm. I’ve always thought that it’s wrong to have wind and solar competing against each other, and it’ll be, you know, like one renewable generation to rule them all. I think it’s definitely true that solar is cheaper and simpler than wind energy. It had a big disadvantage up until recently because it turns out that the sun sets every single night. I’m not sure if you guys were all aware of that, but, um, yeah, people, people have gotten in touch with me on LinkedIn comments to let me know that that’s true, that the sun sets every night, and sometimes it’s not windy. Are these two… You know, mind absolutely blown from the, um, YouTube commenters.  Matthew Stead: LinkedIn losers. Yeah.  Rosemary Barnes: Not so much LinkedIn losers, like YouTube, YouTube, um, I don’t know, Y- YouTube enthusiasts. But then batteries came along and started getting cheap enough that you can quite easily cover, you know, at least the evening peak with, um, by adding [00:17:00] batteries to a solar farm. So I think that that together has reduced how much wind energy we need by a bit. But what it hasn’t touched is, um, the times when there isn’t solar available. So wind can step in for that, wind can step in for cloudy weeks and, you know, that’s somewhere like Australia, which is, you know, the most favorable place for solar plus batteries. But then when you head to somewhere more northern, somewhere with a more severe winter, less sun, uh, and more, you know, demand for heating, et cetera, then y- you know, you just can’t do without wind. It’s, it’s, it’s doing a different thing than what solar is. So I do think that it’s wrong to think solar or wind. We have to be better than solar. Um, we need to be better for sure. We being wind energy. Wind energy does need to be better, but not because it’s in a competition with solar, but because it’s in a competition with, you know, fossil fuels and y- just being able to [00:18:00] do the transition, energy transition at all. Allen Hall: We’ll be right back after a short break, and when we return, a turbine maker having a very good year, and it may not be one that you would guess Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions. Well, not [00:19:00] every wind turbine maker is having a hard year. Suzlon Energy has posted its highest ever first quarter deliveries, 506 megawatts of wind turbine generators. Revenue for the first quarter of the fiscal year came in at 3– 38.19 billion rupees, or roughly $398 million. That is up 22 and a half percent from a year ago. 506 megawatts delivered in a single first quarter says the machines are not just being ordered, they are going up. So there’s a, a big demand in India. India is trying to get into a lot of solar and wind and some battery storage to improve the electricity grid there. S-Suzlon is gonna be a, a winner in that race. At least there’s just a handful of companies that can really participate because of the way that India has structured the market there. But the Suzlon stock dropped, uh, a couple of percentage points on this news as the net profit was a little tighter than analysts would have [00:20:00] preferred, so there was a lot of profit-taking earlier in the day. But the long-term forecasts have to be very positive for Suzlon, right? It, it’s just been a long-term player in India and elsewhere even, United States being one of those places, um, Australia being another Is it a positive sign that they’re just seeing more orders, more deliveries, that eventually the profit margin will jump up and that Suzlon will be extremely profitable, kinda like Vestas is now? Matthew Stead: Yeah, I mean, they’re a, you know, great, great company. They’ve got great product. Um, they’ve got a great market in India. You know, India is growing. Um, I think they’ll continue to improve. I, I would’ve thought it’d be a great stock.  Allen Hall: It’s, it does seem to be a little bit of a rough ride just because there’s now a lot of competitors within India, Adani being one of them. There’s o- other wind turbine manufacturers in India. Uh, not a lot of European participation. And was it GE Vernova is essentially out. [00:21:00] Is that right, Rosemary? GE Vernova is out of India altogether at the moment.  Matthew Stead: And Siemens Gamesa as well?  Allen Hall: Oh, that would be Omtera. I’m not sure if Omtera is in India at the minute. Yeah.  Matthew Stead: Thanks for the reminder.  Allen Hall: Do you think it’s gonna be a little bit of a rough ride? I think that’s my take on it. And even though the demand will be there and the, the government is making a huge push for it, it, it… Nothing is easy in wind is when you’re trying to scale up because it’s such a huge industry. Everything’s big. Everything’s expensive. You’re trying to expand your capacity. It doesn’t go smooth, and you’re gonna spend more than you would’ve spent because you gotta get new people in, and you need more equipment, you need more tooling. Everything gets more expensive as you’re doing it. I would expect the profits to drop down a little bit as you’re growing. That’s normal.  Matthew Stead: I disagree. I, I think, you know, that they know what they’re doing. They’ve been doing it for a long time. You know, the market is growing, uh, but, you know, they’ve done it before. So I, you know, apart from their little wobble a while ago, um, I, I think it’s, it’s optimistic for [00:22:00] Suzlon.  Allen Hall: The growth of Suzlon and all the Indian wind turbine manufacturers internally allow them to, uh, do much more work outside of India. Do you think that will help their order book, just because they’re successful in India and have that baseline of a marketplace that they can reach out to other parts of the world?  Matthew Stead: Yeah, I think that one’s– That’s gonna be harder , ’cause there’s a whole lot more competition.  Allen Hall: Right. That’s the real question. How are they gonna compete against the Chinese in, in places where they don’t have a foothold yet?  Matthew Stead: Yeah, I mean, that one’s tricky. And, you know, I think, you know, while Suzlon has done well in Australia, they haven’t necessarily maintained their, their lead in Australia. So yeah, outside of India, it’s probably a different story. Allen Hall: Isn’t Europe the next marketplace just because it won’t be banned like China has essentially been with- within Europe, the greater Europe? That Suzlon would be that one place, that one company that would be allowed in to, to make some onshore turbines?  Matthew Stead: I think we spoke about that probably about two months ago, and that was definitely in the news that, you know, Suzlon were looking at expanding into, into [00:23:00] Europe and, uh, exactly making the most of that. Um, yeah. So that, maybe that’s their, their golden, um, export market.  Allen Hall: Well, a project in Queensland just got cut in half, and for two reasons at once. Alinta Energy has dropped the southern portion of its Mount Challenger wind farm in the Whitsunday Hinterlands. Six months of LiDAR monitoring showed that the wind resource at Kelsey Creek was not as strong enough to really to support the turbines, and the company also heard from residents opposed to turbines in that area, and a local action group gathered more than 6,000 signatures. And for developers, it’s, it’s really a case study in wind data and the community arriving at the same result. But we’ve seen a lot of action up in Queensland more recently. Uh, I’m not sure what’s driving all the opposition to wind turbines, but I’ve seen news stories about it in the United States. [00:24:00] It’s great to have Matthew here because he’s an acoustician. Uh, some of the discussion in the community, uh, event that I saw was just discussing 40 decibels of wind turbine noise, and which didn’t sound like a lot. And when I looked it up online, 40 decibels was like a library, which I think is being fairly quiet.  Rosemary Barnes: Yeah. Imagine if something got built near your property that was so noisy it was as bad as being inside a library or having a refrigerator in your home. Easy to see how your life could be ruined.  Allen Hall: Matthew, what’s the, what’s the amount of noise from a, a road going by? Like a truck going by on a road, what is, roughly what is that?  Matthew Stead: I mean, that can quite easily get well above 60, 70, um, sometimes 80. I mean, the analogy, um, that I like to use is that each turbine has the sound emission which is similar to a truck. [00:25:00] You know, a reasonable sized truck. Okay? So each– imagine each turbine is a truck. Um, but those trucks are a kilometer away. So, you know, the noise level decays in a logarithmic way. Um, and so by the time you’re a kilometer away, the noise from that truck is quite low. An individual turbine is gonna be way, way, way, way, way less than 40 But, you know, there’s more than one turbine, so you need to add them up and it’s n- it’s not a, it’s not a, you know, 20 plus 20 equals 40. It’s a logarithmic addition. There are many, many, many people that live on busy roads with not 100 trucks, but thousands of trucks. So, you know, the noise exposure from a road can be way, way, way more than from a, you know, a wind farm.  Rosemary Barnes: That’s one of the things that strikes me when I have a, a look at, um, yeah, like Twitter comments for this particular post and everyone’s like, “Oh my God, that’s so terrible, 40 decibels.” Like, yeah, I can see [00:26:00] why you’re ruining– that’s ruining your life. And yeah, I, um, I, you know, said that sarcastically at the start, but there’s, there’s plenty of, you know, hundreds of people that are, um, you know, thinking along the same lines, but the majority of them are like, “It should be legislated. You know, there should be rules around this. They can just do whatever they want.” But, uh, the, it is legislated, right? Like, we all accept that wind turbines make noise. It is legislated. You can measure it, right? And so if you h- uh, have a property and you think it’s too noisy for the wind turbines two or three kilometers away, there’s something you can do, right, Matt? Can you maybe tell us what is the process that, that happens when somebody thinks that a wind farm is too noisy?  Matthew Stead: So a few things. So, um, normally at a house, um, where you’re, say you’re a kilometer away, normally the ambient environment can be louder than the wind farm. The first challenge is to actually measure the noise from the wind farm and not from the ambient environment. So what that means is that normally, um, measurements are taken around a wind [00:27:00] farm before the wind farm’s even built, and so that way we actually know, well, how much is the ambient noise. Um, and you know, the ambient noise is probably above 40 for a good proportion of the time. So th- that’s the first thing. You need to understand what the noise environment is like before the wind farm. And then, um, using highly sensitive, highly calibrated, um, sound level meters, which can be, you know, 0.1 decibel accuracy, um, you can then monitor the sound before and after And then compare the two. But what happens is, um, as I said, it’s normally very difficult to separate out the sound from the wind turbine from the general environment. So then what, um, there are different methods then to, um, either measure in like, um, halfway. So if you measure halfway between the wind turbine and the house, then you can start to separate out the wind turbine noise from the general environment and then do a, you know, propagation or a [00:28:00] prediction or extrapolation of what it’d be at the house. Um, the other way of doing it is actually measuring at the turbines. So you can measure the individual turbine sound and compare that to what was expected, um, and then sort of validate, um, the initial, you know, source levels. You know, is it really a truck or is it, um, quieter or, or louder than a truck?  Rosemary Barnes: And if they do, it, it– I mean, I’m sure on occasion that people do get it wrong in terms of the noise. They are able to do stuff about that. That’s partly what the, um, serrations on a blade are, are there to make a, um, a blade quieter. And you can also just do something as simple as turning down the turbine when, um, wind conditions are such that you know that it’s gonna be particularly noisy. No one wants to do that because you get less power output, but certainly you can do something about it if it turns out to violate the conditions of the, um, y- you know, the noise that they promised it when the turbine was, when the wind farm was developed. Matthew Stead: Yeah. And, um, you know, in the past, it’s [00:29:00]improved a lot, but in the past there were some unusual sounds that came from some turbines, which came from like the gearboxes and, you know, you know, the drivetrain and so forth. Um, but, you know, those things are– they’re, they’re mechanical machines as we spoke about, you know, and they can be addressed, and they can be dealt with through, through design and good engineering, and also, also fixed, you know, retrospectively as well. And like you say, Rosie, um, if there’s too– if there’s more aerodynamic noise than expected, um, there are serrations and, and lower noise add-ons that can be added. Um, but also many of the turbines also have noise modes, uh, so it can be slightly derated y- with, with certain sectors of wind, um, wind direction and wind speeds to, you know, reduce the noise further. It is an absolute science. It’s really well understood. It’s, it’s measurable. I mean, there is some uncertainty in the measurements, but it’s, it’s, yeah, there is a lot of knowledge about this topic.  Allen Hall: Well, I just had a math question. If they want to reduce the decibels by like three [00:30:00] dB, what kind of power reduction are we talking about? Is it like a 5% decrease or 50% decrease in power output to achieve that three dB reduction in noise  Matthew Stead: Yeah. Uh, I don’t have the maths in front of me, but it would depend on the power curve and the actual make model, but I, I… It’s not, it’s not half the power. It’s, it’s, it’s, it’s, um, less tweaks to the power output than, than that much. Allen Hall: So i- it’s not a massive number. It’s, it’s a reduction of course, but it’s not, you’re not losing a, a ton of revenue.  Matthew Stead: No, no. I mean, obviously it depends, but yeah, it’s not necessarily a ton of revenue loss.  Rosemary Barnes: But I think it’s a real shame, ’cause like when I look at, you know, social media posts where, um, people are up- upset about noise, like they are clearly not aware that there is a very mundane process to go through. Like, you know, it is not… You don’t, you don’t have to get so worked up. If you’ve got noise at your house and, um, you know, it’s upsetting you, [00:31:00]there is a very established process that you can go through and it can be, it can be fixed. And I know from, you know, the asset managers that I, I work with, um, that are some of my friends, like I, I know that they want to help you. They do not want people living around the wind farm to hate the wind farm. So y- you need to get in touch and let them know, and, and I… They’re gonna be able to fix your problem. If it’s, if it’s detectable y- you know, with the methods that Matt said, then they are gonna be able to, um, fix it. I know that sometimes people say that they can hear noise, and you just cannot find any evidence of it, and therefore you cannot, there is nothing you can do to that wind farm operation to be able to solve that problem. So I’m not saying in every case if you think you’ve got a problem they’re gonna be able to solve it, but if they can pick it up with a, what is it called? A noise meter? A decibel meter? Yeah, whatever that doodad’s called. If they can pick it up on that, then they can, they can fix the problem for you. And yeah, it’s just, uh, it, it upsets me that, you know, people are really, are really getting worked up [00:32:00] about this issue, but there’s a, a process to go through. Matt’s holding it now for everyone just listening in. It’s like the size of, I don’t know, a liter of milk. It’s just not it’s not, not a complicated thing.  Matthew Stead: I think one of the big challenges that we’ve had is that there’s been a lot of negativity around noise, and then people get sensitized. And so, um, the, you know, what I’ve, um, what I, what I’ve heard many times is, um, the sensitivity to noise can be communicated Um, so, you know, like Rosie, if I tell you you’re gonna be really annoyed by this thing, this thing is coming, you’re not gonna like it, you’re gonna hate it, and then you’re sensitized to it, and then you’ll tend to have more of a, you know, a, a response  Rosemary Barnes: If we’d gone on a nationwide campaign to, you know, visit every house that’s within 600 meters of a y- you know, of a road and, um, you know, given impassioned speeches to them about [00:33:00] how it would ruin their life, then yeah, it is easy to see how we would be so fixated on it that our lives would really be ruined. Allen Hall: Meanwhile, the Australian band AC/DC came to Charlotte the other day to a sold-out concert at the huge football stadium, and I guarantee you that concert was way above the noise level of a wind farm.  Rosemary Barnes: I hope so. Imagine if imagine if a, a bunch of whingers in the audience are like, “Excuse me, I’ve got my little noise measuring doodad and it’s over 40 decibels.” Allen Hall: Well, that wraps up another episode of the Uptime Wind Energy podcast, and thank God for that. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn, and if you found some value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And don’t forget to subscribe so you never miss an episode. And so for Rosie, Yolanda, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:34:00] podcast.

With the Will Digimon Podcast
Episode #310- Gold Gone Away (Beatbreak Episode 39, Up, Time Stranger, & More!)

With the Will Digimon Podcast

Play Episode Listen Later Jul 20, 2026 56:28


Episode #310! This time we will be talking about Digimon Beatbreak episode 39, Digimon Up is out, we have some Time Stranger Switch 2 & 1 sales info, cards, & more! Plus we answer your questions! Show notes can be found at http://podcast.withthewill.net/post/310/ News and Discussion can be found at https://www.withthewill.net The WtW Patreon can be found at https://www.patreon.com/withthewill Join us on Discord at https://discord.gg/VvWUfHq Questions for future episodes can be sent to podcast@withthewill.net

UBC News World
Best Web Hosting in Perth, Australia: Speed, Price & Uptime Compared

UBC News World

Play Episode Listen Later Jul 6, 2026 8:50


Why do some Australian websites load instantly while others lag? We unpack the real differences in web hosting - from LiteSpeed servers and uptime guarantees to the hidden costs of downtime and when to upgrade from shared to VPS hosting. Web Design and Hosting City: Clarkson Address: 1/39 Boranup Ave Website: https://webdesignandhosting.com.au Phone: +61874444888 Email: client.care@wdh.net.au

The Strategy Skills Podcast: Management Consulting | Strategy, Operations & Implementation | Critical Thinking
665: Google's Laura Mae Martin on How to Be Productive (Strategy Skills classics)

The Strategy Skills Podcast: Management Consulting | Strategy, Operations & Implementation | Critical Thinking

Play Episode Listen Later Jul 1, 2026 54:38


For this episode, let's revisit a strategy skills classic interview with the author of Uptime: A Practical Guide to Personal Productivity and Wellbeing, Laura Mae Martin. In her book, Laura shows how to thrive no matter where you're working, giving concrete steps that help you focus on your priorities and keep good systems, routines, and tactics in place. Uptime explains how to make technology work for you and make "feeling on top of it" your new normal. It's a blueprint for operating at the highest levels of productivity while enhancing your own personal well-being. Laura Mae Martin is the Executive Productivity Advisor in the Office of the CEO at Google. She coaches Google's top executives on the best ways to manage their time and energy and sends out a weekly productivity newsletter that reaches tens of thousands of employees. During her 13-year tenure at Google, she has worked in sales, product operations, event planning, and now executive coaching. Laura holds a Bachelor of Science in business administration from the University of North Carolina at Chapel Hill and lives in Charlotte, NC, with her husband and three children. Get Laura's book, Uptime: A Practical Guide to Personal Productivity and Wellbeing, here: https://rb.gy/nu5qr6 Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

The Uptime Wind Energy Podcast
Court Saves Wind Safe Harbor, Norway Pauses Utsira Nord

The Uptime Wind Energy Podcast

Play Episode Listen Later Jun 16, 2026 33:27


A federal court restores the 5% safe harbor for wind tax credits, Norway’s parliament pauses the 35 billion krone Utsira Nord floating wind program, and the crew digs into Australia’s battery boom and the looming blade technician shortage. 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! Uptime324 Matthew Stead: [00:00:00] The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts Allen Hall: Welcome to this edition of the Uptime Wind Energy podcast. I’m Allen Hall here with Matthew Stead, Rosemary Barnes, and Yolanda Padron. And our week starts off in the courtroom. And if you’ve been watching the news lately, there’s a pretty substantial IRS case involving large-scale wind and solar having to do with the, uh, production tax credit and, uh, investment tax credit at the same time on the safe harbor, 5% safe harbor rule. Uh, a federal judge handed the wind industry and solar industry a pretty substantial legal win that could reshape how the [00:01:00] projects qualify for tax credits. So a judge up in, uh, the District of Columbia vacated IRS Notice 2025-42. So if you remember that, uh, from a- about a year or so ago, uh, f- it found that the, that notice was arbitrary and capricious under the Administrative Procedure Act. The notice, which was issued following a July 2025 executive order, had eliminated the 5% safe harbor for wind projects, uh, a provision developers have relied on since about 2013 to establish construction start dates without breaking ground. The court found the IRS failed to justify removing it, ignored industry comments, which I had read, and I agree with that, and gave no reason for treating wind differently f- than other clean energy technologies. So That his executive order came down and said, “Hey, we don’t like wind. [00:02:00] IRS, write a rule and make it hard for wind to get installed in the United States.” And so they dutifully did it, but a court is throwing it out. This has some pretty significant implications because if you hadn’t broken ground before this ruling, I think the– what was happening was be- if you hadn’t broken ground by July 4th, your project wouldn’t qualify for some tax credits. But now, if you have 5% safe harbor, you still are in the game, at least for now. Now, Wanda, that’s gonna make a big difference to asset managers and developers, won’t it?  Yolanda Padron: Yeah, it’s really exciting. I think it opens up the, the playing field for, for some of these projects that might be a little bit behind schedule. Um, of course, a lot of teams had to change their plans and their pipeline when, um, you know, the big, beautiful bill passed and, I mean, it’s– of course, it adds a little bit of additional volatility, right, to, to wind and, and solar in the US, but it’s exciting to see at least things for, [00:03:00] for those of us that are in the wind and solar side, the, it’s a little, little bit of, of hope there. Allen Hall: And Matthew, uh, even in terms of opening up o-o-operations and, uh, getting contracts signed, this should make a big difference in sort of opening the floodgates a little bit. Although there is a short timeframe. We’re, we’re recording on, what, what is today? June 10th. So you have, in theory, less than 30 days before the July 4th deadline, but hopefully this stays. You think there’s a chance this just gets completely, uh, wiped out, the executive order and the IRS notice and- It’s back to what we remember for the, for the last, ooh, 12, 13 years?  Matthew Stead: Uh, yeah. I’m, I’m, I’m hopeful, and I, I agree with Yolanda. I think you, you said it really well. Um, I think this is a, a glimmer of hope in, um, a sometimes gloomy, um, environment. So I think that’s great. In terms of going back to where it was, um, I mean, I guess my observation has been that, [00:04:00] you know, things in the US were a bit, um, distorted. You know, distorted through the, the PTC, um, and the whole repowering thing after 10 years is quite a distortion. So I think, um, you’re not necessarily going back to the good old days, um, might be the way, what will happen. Allen Hall: I think there is a lot of people actively trying to dig holes at the moment, and I, I’m sure they’re gonna continue to do that. Yolanda, do you th- you think anybody’s gonna stop and kinda say, “Oh, we have the 5% rule. We’re, we’re good”? Do you think, or you think they’re gonna still go ahead and really start construction and then just keep things continually moving on site? Yolanda Padron: I don’t think they, they can really stop, right? Because you, you don’t know if, if anything strange happens. A lot of people didn’t think the, a lot of the provisions in the big beautiful bill were gonna, were gonna see the light of day, and they did. Um, but it does, I really hope it brings at least a little bit of breathing room for some people. I know it’s, it must be… I mean, I have some friends in development, and they’re, they’re q- a little [00:05:00] bit stressed right now just with everything going on. Um, so, so I really hope for them at least they, you know, if, if they’re a little bit behind schedule, then it, it’ll be, it’ll still be fine.  Allen Hall: Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC-NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC-NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions[00:06:00] Norway’s Storting has voted to pause the 35 billion Norwegian krone support program for floating offshore wind at Utsira Nord. The Conservative Party secured a parliamentary majority for the external quality assurance review, a socioeconomic analysis, and a technology development assessment, all before the Storting will authorize any commitments. Equinor and Vårgrønn, along with EDF and Deepwind Offshore, each hold allocated 500-megawatt areas and were preparing to compete for that subsidy. Equinor says the project will continue for now. I think everybody is saying that at the moment. But, uh, Equinor cannot rule out consequences as framework uncertainty compounds in the already challenging nature of floating offshore wind development. So Utsira Nord is a massive project. So it’s, it’s about three and a half billion US dollars [00:07:00] to go do this. We had Mads Furuseth and Anders Naslund about a year or so ago, maybe a little bit longer, talking about the project and how big it was and how important it was that Norway did this for floating offshore wind. But with this, uh, recent change in the parliament of Norway, it does seem like they’re slowly going to try to kill it by putting in a number of, uh, reviews, which is how bureaucracies tend to kill things. Is put it under six, seven, eight reviews, different committees. They all take time to get together. They have to put out a report. It could be two, three years from now. At that point, the world has completely changed, and everybody’s moved on. Does that seem like the outcome here at the moment?  Matthew Stead: Yes.  Allen Hall: In my mind, there’s really two big areas for floating offshore, which UK, right? That there, there’s some massive projects there, Green Volt being one of them, and then there was Sue & Nord. So between the two, I feel like the, the UK one was going to [00:08:00] happen. The question whether the world was gonna move towards floating offshore wind was gonna happen up in Norway. If Norway decided to do it and could get it developed, and it has the capability to do it because, because they have that skill set, uh, right there in Norway. If they could do it in Norway, everybody in the world would learn from it and figure out how to do it. Does this really set back floating offshore wind globally?  Matthew Stead: Yeah. I mean, going back to what I said before, and I, I’ll defer to Rosie on this as well, but, um, when I was at, at Blades Europe, um, one of the, one of my long-term contacts, um, y- was in floating wind, um, and had, um, left the industry. He basically said i- in his view that the offshore wind industry was slowly, um, in decline or slowly dying. Um, so I’m just wondering if this is just evolution of viability of offshore wind.  Rosemary Barnes: Is offshore wind in decline? I think if you look globally, it’s, it’s not in decline. I, I haven’t looked in, in depth at the figures just based on what, you know, [00:09:00] headlines I’ve seen and podcasts I’ve heard, but I think that globally it’s still on the rise. It’s just that- It’s only in Europe that things are really moving with speed, right? Like, people were expecting heaps of growth in the US and now no- nobody expects that. Floating offshore wind, it’s… I th- I still think it’s too early to say. There are plenty of countries that don’t have any good energy options besides, um, floating offshore wind, like Japan. What their energy transition looks like is gonna depend a lot on their culture and what people think, ’cause, like, if you go through, like, the engineering solutions that Japan could have, the ones that make the most sense from an engineering point of view are not popular at all, are not politically viable. Like, Japan could easily have a subsea cable connecting it with, um, with China, for example, or Korea, but I don’t think anybody, anybody thinks that that will ever happen because, you know, politically it’s, it’s very far from being possible. What else could they have? Geothermal. They’ve got heaps of [00:10:00]geothermal resources, like really good traditional geothermal resources, but my understanding is that it’s super unpopular because their onsen, um, community doesn’t want it. Uh, my understanding is that they’re worried that if you put geothermal, um, if you exploit geothermal resources, then the onsens will not be hot anymore, and again, my limited research understanding is that it’s not true. It’s different resources. The two aren’t connected in any way. Um, and yeah, there’s actually a community geothermal, um, facility near Fukushima. I’m trying really hard to get over there, but I’m, I’ve got a roadblock at the moment because, uh, n- no one there speaks English, so I need to find somebody to, to come with me and, you know, I’ll have one, one day to try and get there on the fast train and back to Tokyo in, in a single day. So it’s, it’s a bit of a stretch, but I’m gonna try. But anyway, so yeah, what have we… We’ve ruled out, like, subsea cables, ruled out geothermal. Floating wind is good.  Allen Hall: Well, speaking of Fukushima, [00:11:00] there’s been a more recent push in Japan to start up some of the nuclear facilities. So after the tsunami, was that 2012, 2014 when that happened? It was a while ago. Uh, when the tsunami happened and h- had that, uh, nuclear accident, they, they s- shut down all the nuclear facilities in Japan, but it does seem like they’re trying to restart some of them And, and maybe it’s just the demand for energy and, and they’re trying to weigh that off with offshore wind or floating offshore wind. At what point, you know, which one do you choose? It has to be driven by cost and availability.  Rosemary Barnes: Yeah. And so Fukushima, I just looked it up, it was 2011. Um, and yeah, so I mean, I think it is very fair that they had a reaction to that and they wanted to put the handbrake on nuclear at that time, or they did more than put the handbrake on, they did like a handbrake turn. Allen Hall: They shut it down.  Rosemary Barnes: So, and it, you know, it’s gradually ramping up. I think that their target for nuclear now is to, to regain, um, 20% of their electricity from [00:12:00] nuclear by 2040, something like that. It was 30% prior to that incident. Um, so that will be part of it, but it’s not, um, it’s not all of it. And then even if you think of, uh, okay, so forget climate change, just, you know, we want, Japan just wants energy and they don’t care about climate change, you know, ’cause that, that, that could be true. What are their ch- choices for that? They import a whole bunch of… They, they import nearly all their energy. Everything that’s not nuclear basically is, is imported. Um, coal, but a lot of LNG, and, you know, that is not exactly an appealing prospect at the moment either. It’s not secure. Prices are very volatile. We’ve had, like, two fossil fuel shocks in the last, what, like four years or something like that, and how many more, how many more are we g- are we going to have? You know, like energy security is important, totally separate from climate change issues. So I don’t think we need to rely on Japan, like, you know, [00:13:00] steadfastly staying the course because their, their existing o- opportunities are not, are not great for fossil fuels either. Allen Hall: I don’t know what country’s gonna stay the course right now, really. Maybe the UK?  Rosemary Barnes: Oh, I think it’s- Countries that have other reasons for going to renewables are the ones that are gonna stay the, stay the course. Um, and there are plenty of examples of countries where it just, it is by far the easiest, cheapest, fastest option to get more electricity. Um, you know, like all of Africa, for example, is, is facing that as a, uh, a better development path than trying to build big, um, fossil fuel power plants. But even that, you know, like in India, they’re making a huge transition, Pakistan, not to mention Australia, where now batteries are having more of an impact on electricity prices than gas is. So our electricity prices now finally are dropping, um, this year for the first time because of how many batteries have come on and are now, you [00:14:00]know… Like they’ve just flattened. The evening price peak used to be on average about, like, I think $400 or something dollars a megawatt hour, and now it’s like 100. In one year we had that, we had that change, yeah, just from the amount of batteries that have come on in the last year or two.  Allen Hall: Why does that make such a big difference in the price of electricity, the battery aspect?  Rosemary Barnes: Because, so the way that Australia… Australia’s electricity market is pretty similar to Texas, so if you understand that, then you can probably understand Australia’s. But, you know, at any five-minute interval, people, like, they know how much demand there’s going to be, and then people are bidding in how much they would supply electricity for in that five minutes, in real time as well. It’s not like day ahead or anything like that in Australia. The, like, last one they need is what everybody gets paid. So, like, solar power is gonna bid in at, like, you know, practically zero, um, or maybe negative prices actually if they’ve got power purchase agreements in place. And then, you know, wind a little bit more, and then coal, uh, you know, a, a bit [00:15:00] more than that, and then gas, the open cycle gas turbines, the peakers, they’re very expensive. They’re bidding in at 400, $400 a megawatt hour. If there’s enough batteries that that gas doesn’t need to bid in, then all of a sudden we don’t have the gas price that everybody has to pay. We have the battery price that everyone has to pay, and that is very, very cheap and will become cheaper as there’s more of them in the, in the system. So it’s like a threshold event. You, you know, um, even if you’re using only a tiny bit of gas, if you need any gas at all, even like, you know, one megawatt of gas, everybody gets paid the gas price. If you just get a little bit more battery in and you don’t need it anymore, bam, the price just falls. So that’s what we… We’ve passed that threshold now.  Allen Hall: Isn’t that where the UK is trying to get, is to get past that threshold where renewables are that last addition to the grid and kick off peaker plants and some expensive other- fuel sources. That’s I, I [00:16:00] think where everybody’s gone because they have the same system where the, the last one in is what sets the price for everybody. Rosemary Barnes: Yeah. The UK’s a little bit different because one, they’re connected to Europe, and two, they’ve got nuclear, so they do have that kind of base load.  Allen Hall: Let’s go down the rabbit hole just for a second. So if the peaker plants don’t come on, that means that the battery electricity supplying the grid is pretty low in price. It seems like they are losing money on their investment in the battery That they were hoping the price would be higher. Because if the peaker plants are still going on, that would be a $400 price and they’re gonna come in at, like, 350, so that would make sense. It, it helps pay off the battery investment. But if they’re dropping the price down from 400 to 100, it would seem like the battery investment may not be a, a wise decision.  Rosemary Barnes: For sure they’re making less money, but it was– they were making crazy profits for the first little, the first few, few years of, you know, grid-scale batteries. And even [00:17:00] home batteries, people were making a l- a lot of money off that, and it was crazy. Like, I’m on some, um, some Reddit subreddits about, uh, you know, people with home batteries and-  Allen Hall: Slash battery?  Rosemary Barnes: Matt probably is too. Matt’s a Beta G enthusiast, so I’m sure that he is just as excited as me. But anyway, so on one of these subreddits, you know, people used to talk about, “Oh, I made 100 bucks last night,” um, or, or whatever, you know, just a household. And now all the posts are complaining about there’s been no price spikes all year. You know, I thought that I was gonna make heaps of money off my battery, but people are really change- changing how they think of it. And now it’s like… And l- like I want– used to want to do this. I don’t have solar panels yet ’cause we need a new roof, and I’ve been waiting a few years to, one, live in a house that I own, and then two, get a freaking new roof. Um, and I thought I’m gonna just, like, cover it in solar panels, get a huge battery, and I’m gonna be an energy trader in my free time and make heaps of money, and now that is [00:18:00] not the strategy anymore. The strategy is to just reduce your bills to the m- the minimum that you can. Um, that’s basically, that’s basically it. So you are right that some of this arbitrage is, um, the opportunity’s over, and that it will be less, um, exciting for, uh, opportunity for people to put more, more batteries in.  Matthew Stead: Just to add to that, through the middle of the day quite often there’s, uh, negative pricing. So if you’ve got a battery, you’re being paid to charge through the middle of the day. So that actually takes away some of the pain from having a lower, a lower price, um, during the peak.  Rosemary Barnes: But the thing about negative prices is that you need coal power plants for them to be… Like, the only reason we have such pervasive negative prices is not because solar plants have PPAs that are, you know, make it worthwhile for them to generate even when the price is slightly negative. The real thing is that coal power plants don’t want to turn down below, I don’t know, yeah, like 20, 30% during the middle of the day. They have to be on if they want to make money in the evening, and that means that they bid in at, like, [00:19:00] negative 50, um, so that people– so that they can stay running. And that’s where the bulk of our negative prices come from. So As coal power plants close, those negative prices will go away. Um, and when they close, we should get some better evening price spikes again. So, you know, like nothing ever stays the same for long, which is why it is such a fascinating hobby to have, being interested in the electricity market, because it’s never the same from one year to another. You’ll never understand it, ’cause it’s never, it never stays the same long enough to really get your head around it.  Allen Hall: You need other hobbies. You really do.  Matthew Stead: A friend of mine works in trading, and, uh, he said, “As long as there’s volatility, there will be progress.” So much like what Rosie was saying is the more volatile it is, the more opportunity there is for people to come in, um, and change it. Allen Hall: I just don’t know how the battery thing plays out once that threshold is reached. When you have more batteries on the system and you knock down the price that [00:20:00] much, I think battery sales, industrial batteries really slow down because they’re all looking for that quick ROI And they’re not gonna get it. Rosemary Barnes: You have to wait for all of the coal to close before you would find out what’s the right amount of batteries to have in the, in the grid.  Allen Hall: Yeah, yeah, yeah. That, I totally agree there, yeah.  Yolanda Padron: You’d still get, like in extreme weather events and stuff, you’d still get a big price spike, right, for all these batteries. Allen Hall: Back to Matt’s point, more volatility.  Rosemary Barnes: If you want the market to respond, you need to give enough incentive to invest in assets so you’ll have enough when it’s needed. And because it’s really infrequent, then it has to be a super high price to, um, bring on enough investment. And will this system… The system has worked absolutely, you know, pretty well in Aus- Australia at least. Will it continue into the future with more variable prices and renewables? I, I don’t know, and the government is starting to do some things like, uh, you know, like a lot of [00:21:00] electricity markets have, um, not just energy markets but also capacity markets where you will pay a battery or a gas plant something to be on standby basically, um, so that if there is, um, if there’s a shortfall then they, then they have to respond. So in Western Australia they have that, but across the east of Australia th- they currently do not, do not have that. It’s energy only.  Allen Hall: Really? How do you not have capacity payments?  Rosemary Barnes: The majority of their profits are made in just a few hours a year when there are those price spikes, so that’s, that’s h- part of their business case. Allen Hall: I mean, there, there is arbitrage happening on the electricity grid. That’s not the best place to be arbitraging things because you will have players that won’t provide electricity just to drive up the price.  Rosemary Barnes: Uh, and it happens in Australia too, but, um, you know, because batteries are such a distributed resource, it, it will become harder and harder to do that when, you know, the, um, the ownership of these batteries is, you know, households as well as, um, yeah, as well as [00:22:00] big companies. Matthew Stead: So offshore wind, I was talking to an OEM a, a little while ago and, uh, talking about blade repairs for offshore wind, you know, floating, floating wind. Um, so specifically floating wind. The OEM was extremely concerned about floating wind, um, because it makes it very, very, very hard to change blades. So the story was that if you’ve got an offshore floating platform, you’re basically gonna have to tow the wind turbine back to port to change a, a blade. Rosemary Barnes: They see that as a, as a pro, not a con though. Yeah. That, that’s because it’s very hard to… Like, it’s not only floating offshore wind where it’s very hard to remove a, a blade out at sea, like fixed bottom offshore wind, that’s incredibly expensive to remove a blade. So floating is like, well, you can just tow it back to shore and then you can do it all in the port. I, I, you’re looking skeptical, Matt, and I’m also skeptical about how it actually plays out. I know that, um, what was it? The, [00:23:00] the one- An EOL project off the coast of Scotland. I can’t remember what it’s called now. Like what, the first big one, the big wind farm, a floating offshore wind farm  Allen Hall: HiWind Scotland  Rosemary Barnes: They had a, a problem. I don’t know if it was a serial issue or also, like it’s the first big wind farm, and there might have been like some operating condition they weren’t aware of that caused some problems. They had to tow back everything to port, and they stayed there for months and months. So like maybe, maybe close to a year or over a year, I’m not sure. It was a really long time. And so, um, yeah. But then, you know, like what’s the alternative? If that had happened out at sea, it would’ve been more expensive. If, it still would’ve been shut down, not doing anything, and you would’ve had like helicopters out there every single day bringing teams and, um, you know, huge vessels with cranes and yeah. So like it’s, maintenance at sea is never good.  Allen Hall: But the whole point of the HiWind project was to get some of these problems figured out, and one of them was just towing it back to port and [00:24:00] doing major repairs or component exchanges make sense. I think it’s a, it’s a lesson well learned, and we’ve moved on. I guess the question is, does offshore, floating offshore in particular, have much of a future if Norway’s not willing to do it?  Matthew Stead: I think it’s a good comparison with, um, data centers in space.  Rosemary Barnes: You know where else they’re planning to put data centers? Not just space and offshore, also like, um, underwater ones, like on the deep ocean floor, um, on the moon somewhat. Like there’s an actual company that is apparently developing a, a data center on the moon  Allen Hall: As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t [00:25:00] miss out. Visit peswind.com today. Well, in this quarter’s PES Wind magazine, there are a number of great articles, and if you haven’t downloaded your copy, you should do that at peswind.com. There’s a good article from Global Blade Services USA, and it’s talking about the technician problem and how it’s not gonna, it solve itself, obviously. But Global Blade Service is putting some numbers to it. And Rosemary, this is really directed at you. Blades represent roughly 20% of the total, total turbine capital cost and are the leading driver of unplanned downtime.  Rosemary Barnes: Yeah, 40% of O&M.  Allen Hall: Right, and 75% of all blade repairs are already handled outside OEM warranty. That number seems really high, but maybe after the warranty expires?  Rosemary Barnes: Do you say 30% of, of repairs are repaired under warranty? That’s, uh, unexpectedly high from my point of view. [00:26:00] But, you know, how would I know? No one’s getting in touch with me if, you know, they’ve got a problem with their blades and it just got fixed under warranty. Then they’re not paying a consultant to come sort it out. I only, I’m, I’m only there when the warranty is nearly up or it’s already over.  Allen Hall: So they, they’re saying that the, the ratio’s even gonna grow more towards out of warranty repairs. But the problem is having technicians. And the deeper problem is developing all those technicians in time as that need grows. Uh, reaching full structural repair competency takes a rope access technician eight to 10 years. A basket technician is five to seven, and a factory technician is four to five years, meaning the workforce, uh, the industry needs for the next decade has to start training now. I, I think we’re seeing this in full force. I- the issue is keeping good people in the industry as it fluctuates up and [00:27:00] down all the time and is very seasonal. Because there are really good rope technicians out there who know what they are doing, and it does take a, a minimum of three years to be competent. And then to be that lead person, it takes four or five solid. And to be, uh, the, the relied-upon person, especially for some of the more complicated repairs, it’s gonna be six, seven, eight years before you’re there. It’s just an exposure thing. Are we in a technician crisis?  Rosemary Barnes: Crisis is maybe a little bit inflammatory, but, uh, we’re in a technician challenge  Matthew Stead: But it’s a pretty, it’s a pretty basic topic, Allen, isn’t it? Like, um, you know, there’s more and more wind turbines, there have to be more and more technicians. It takes time to train. So, you know, it’s, it’s just, it’s pretty much basic maths and, um, you know, it’s like te- you know, tradies to build houses. Um, you know, unless you’ve got the tradies, you can’t build houses in a cheap way. Yolanda Padron: Part of the issue is that, you know, say there’s [00:28:00] 10 technicians that are available in the area, right? Then you … maybe they work under two different companies, and then one company goes bankrupt, so then they all work with the same company. Another company pops up, or someone gets kicked off site from the OEM side, and then a month later they’re back with the third party. And then it’s just really difficult to keep track of kind of who’s still there and who’s not, because some people have the certifications and maybe they’re not really, really great at what they do, or other people have a lot of training and a lot of experience, and it’s just difficult to track exactly, you know, where they are now. I know that the, the strategy here oftentimes is you’ll find one person that you like and you kind of follow him around, or follow them around whatever company they’re, they’re with at the moment, and then just use that company.  Matthew Stead: The other point I was going to make is that there’s also the seasonality, isn’t there? So you know, if you’ve got a great, a great technician, when it’s cold, they can’t earn cash from [00:29:00] repairing blades.  Rosemary Barnes: Aren’t they hired as, like, seasonal workers in America and they just don’t get paid for part of the year? That’s not how it’s done here. I mean, I guess we don’t have the climate where you have to, like, totally shut down, so they’re not, like, sitting around getting paid for nothing. But, like, that’s a really unim- unappealing feature of the of the, um, field, isn’t it? If you’re deciding what you wanna, what kinda job you wanna do, you want one where you can get paid for 12 months out of the year, not just, I don’t know, like eight or whatever it is.  Matthew Stead: I know there’s been a lot of discussion between, like, Australian US repair companies of, like, shipping technicians down here during the Northern Hemisphere winter and vice versa, and it gives, you know, chance of exploring the world. But, you know, if you’ve got kids and family, you’re not gonna necessarily wanna do that either.  Rosemary Barnes: It’s such a tiring job, though. I don’t… Like, there’s, um, I think it’s fine if people do it for, like, a hard 10 years and then, um, yeah, move on to… Because you obviously learn a lot as a technician, so y- you know, like, there’s a lot of office jobs that you would be really good at [00:30:00] because you had that physical experience. But yeah, like, I, I do think that there’s heaps of young people that are traveling the world being wind turbine technicians.  Yolanda Padron: At least in Texas, I know a lot of rural areas where they don’t necessarily have a lot of opportunities to get higher education, and so going to be a technician is a good route for them to then go into a larger part of the industry, um, to, to kinda get a head start there. Um, and they get a lot of really valuable skills, and oftentimes, like you said, Rosie, they’ll, they’ll get picked up by, um, by the owners or the OEMs or someone, um, because of their experience there. But it, but it is quite a bit of, of hard work and, and physical, physical labor. I climbed one tower and I was sore for two weeks, so really, really not my cup of tea. Rosemary Barnes: I’m always, like, so excited to, to be climbing towers ’cause I only do it, like, you know, sometimes no times in a year, sometimes twice a year. Um, yeah, so, like, I’m really excited to go climb, and it’s really cool the first day, and then the second day it’s like, “Oh, this harness is [00:31:00] so heavy. Am I really putting this on again? Oh my God.” Yeah, so it’s, uh, it’s ob- obviously you get used to it if you, um, if you do climb a lot. The last, uh, last site that I was at, a lot of the technicians were just climbing the ladders so that they wouldn’t have to, you know, go to the gym afterwards. So there’s a lift there, but they use the ladder because then they get their cardio for the day. So, you know, they’ve obviously got some surplus energy.  Allen Hall: I think it is kind of a myth outside the US, uh, uh, seasonal workers, uh, at least in Europe, I haven’t seen a lot of seasonal workers. It doesn’t mean they don’t exist, of course. But in the United States, there’s a lot of seasonal workers from construction and all kinds of other industries. People figure it out And it, it’s a lot more common than I think y- being an engineer you think it is, but there are a lot of seasonal workers. So being a, a wind technician is not a bad job.  Rosemary Barnes: I guess they’re just getting [00:32:00] paid extra for the time that they’re working and they just know they’re used to budgeting to cover the few months off. Allen Hall: They have a winter job. They’ll, they have employment. They already have it lined up where when it gets cold outside, they have someplace else to go. Back into construction for a few months. They’re maybe driving a truck or doing other things that, that bring in income. They have it pretty well figured out. When– At least the technicians I’ve talked to seem to have a, a plan about it, and they’re not sitting by the television for six months. That’s not what’s happening. It, that there’s a lot of employment opportunities here in the States, and so they, they’re pretty nimble. So if you haven’t read this article or a number of our other great articles in PES Wind, you should go to peswind.com right now and download a copy today. That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. [00:33:00] For Yolanda, Rosemary, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.

Paper360 Better Together Podcast Series
Uptime: Dr. Selene Silvestri

Paper360 Better Together Podcast Series

Play Episode Listen Later Jun 2, 2026 28:47 Transcription Available


'Minutes, Not Days': Dr. Selene Silvestri on AI Tools for Supply Chain Decision-Making"Driving the Future of Global Supply Chain Integration" —that's the motto that greets visitors to the website of MIT's Center for Transportation and Logistics in Cambridge, MA. Through research, education, and stakeholder engagement, MIT CTL doesn't merely study supply chains—they advance what's possible and turn insight into action.Our guest for this episode is Dr. Selene Silvestri, a research scientist at the MIT CTL in the Intelligent Logistics Systems Lab. Silvestri's current research addresses supply chain network design and optimization, to help companies improve decision-making in their supply chain.In Paper360°'s May/June issue, readers learn about one of the Lab's most exciting new projects: the GENESIS platform, developed in partnership with Mecalux, a warehouse technology and intralogistics software enterprise. Silvestri discusses GENESIS and much more in this engaging episode of UpTime."What GENESIS allows you to do is solve scenarios in minutes," she tells listeners. "And if you can solve scenarios in minutes, you do not only solve those that you want to validate. You solve scenarios that you want to explore, right?"Stay tuned until the Lightning Round, when co-host Mark Rushton asks Dr. Silverstri about the biggest changes she has seen in the packaging industry over the last 10 years.Learn more about MIT's Center for Transportation and Logistics and its many specialized labs—including the Computational Analytics, Visualization & Education (CAVE) Lab that Dr. Silvestri references in this conversation. Discover Workforce & Leadership Development opportunities that can help your mill or plant build, upskill, and advance your supply chain employees and teams. Access more resources through the TAPPI OnDemand platform:Paper360° Archives, including the complete May/June 2026 issue.UpTime episode featuring Wesco's Jefferson Smith and Matt Lasnicki on navigating supply chain challenges.Mark Rushton's article Saica in Spain: A Walk Into the Future of Mill Logistics.

Paper360 Better Together Podcast Series
Uptime: Dr. Selene Silvestri

Paper360 Better Together Podcast Series

Play Episode Listen Later Jun 2, 2026 28:47


'Minutes, Not Days': Dr. Selene Silvestri on AI Tools for Supply Chain Decision-Making "Driving the Future of Global Supply Chain Integration" —that's the motto that greets visitors to the website of MIT's Center for Transportation and Logistics in Cambridge, MA. Through research, education, and stakeholder engagement, MIT CTL doesn't merely study supply chains—they advance what's possible and turn insight into action. Our guest for this episode is Dr. Selene Silvestri, a research scientist at the MIT CTL in the Intelligent Logistics Systems Lab. Silvestri's current research addresses supply chain network design and optimization, to help companies improve decision-making in their supply chain. In Paper360°'s May/June issue, readers learn about one of the Lab's most exciting new projects: the GENESIS platform, developed in partnership with Mecalux, a warehouse technology and intralogistics software enterprise. Silvestri discusses GENESIS and much more in this engaging episode of UpTime. "What GENESIS allows you to do is solve scenarios in minutes," she tells listeners. "And if you can solve scenarios in minutes, you do not only solve those that you want to validate. You solve scenarios that you want to explore, right?" Stay tuned until the Lightning Round, when co-host Mark Rushton asks Dr. Silverstri about the biggest changes she has seen in the packaging industry over the last 10 years. Learn more about MIT's Center for Transportation and Logistics and its many specialized labs—including the Computational Analytics, Visualization & Education (CAVE) Lab that Dr. Silvestri references in this conversation.  Discover Workforce & Leadership Development opportunities that can help your mill or plant build, upskill, and advance your supply chain employees and teams.  Access more resources through the TAPPI OnDemand platform: Paper360° Archives, including the complete May/June 2026 issue. UpTime episode featuring Wesco's Jefferson Smith and Matt Lasnicki on navigating supply chain challenges. Mark Rushton's article Saica in Spain: A Walk Into the Future of Mill Logistics.

The Uptime Wind Energy Podcast
NextEra Buys Dominion, China Outpaces Vestas

The Uptime Wind Energy Podcast

Play Episode Listen Later May 26, 2026 32:19


NextEra’s $67B all-stock Dominion deal targets data center alley. Plus China’s top five each outpace Vestas, and 80% of Swedish wind producers ran at a loss. 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! [00:00:00] The Uptime Wind Energy podcast, brought to you by StrikeTape, protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts Speaker 6: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with three other people, Matthew Stead, Rosemary Barnes, and, uh, Yolanda Padron down in Texas. Uh, we’re all getting ready to go to American Clean Power in Houston, Texas, where it will be practically 150 degrees and 99% humidity, and we’re all looking forward to those warm, wet days that we will spend It is very similar to New Orleans. New Orleans was also very warm and very humid. So there’s a trend going on here with American Clean Power, although we were up in Minneapolis not too long ago, uh, but I guess we were in Phoenix too, so we gotta find a middle ground, everybody. Can we go someplace like– [00:01:00] Rosemary says we should always go to the Maldives, Tahiti. I got a lot of requests from Tahiti from people. We never go there. We never go to Hawaii.  Rosemary Barnes: I’ve suggested Hawaii so many times, and I’ve been told that Americans are not gonna be given permission from their manager to go to Hawaii.  Speaker 6: It’s kinda like Las Vegas.  Rosemary Barnes: Maybe one day we’ll make it to San Diego or something and get, um, beach adjacent facility And if your presentation is too boring, then everyone will be at the beach. So that will be how we ensure quality control of the speakers, which is a big problem at these events now, right? Like you can’t, um, there’s– It’s more like the norm is fairly boring sales pitches rather than informative discussion.  Speaker 6: We used to have OMNS, when I say we, I mean the wind community used to have OMNS out in San Diego in Coronado at the Del Coronado is, I think that’s the hotel name. And the one time that I went, I think I’ve been [00:02:00] there, I would say one time, uh, everybody was outside on the, at the beach, basically on the patio. So they’re holding all these talks and discussions, and it’s… I’m looking around, it’s like me and five other people. Everybody else is out there next to the water. So they had a problem with that. So I guess what they figured, either make it really cold or make it really hot, so it forces everybody into the climate-controlled conditions of, uh, the, uh, auditorium to watch the speakers. Maybe that’s the, the plan. All right. Let’s, let’s, let’s talk about what happened with NextEra and Dominion because there’s going to be a huge merger. So if you thought utility business was boring, it’s not anymore. NextEra announced a sixty-seven billion dollar all-stock deal to acquire Dominion Energy, a move that would create the largest regulated electricity utility in the world by market cap. Uh, [00:03:00] the combined company would serve about ten million customers accounts across Florida, Virginia, North Carolina, where I’m based, and South Carolina with one hundred and ten gigawatts of generation across renewables, nuclear, and natural gas. Uh, but the real driver here is data centers, of course. Dominion sits in the heart of Virginia’s data center alley, where it has connected more than four hundred and fifty data centers, and NextEra is building thirty data center hubs through its NextEra Energy Resources subsidiary and has partnered with Google Cloud on paired generation campuses. So together, they would control about a hundred and thirty gigawatts of large load pipeline. And the question is whether the regulators will let it happen. And I think that’s, having watched some of the news articles over the last several days, uh, the news broke pretty much Sunday morning or late Saturday night that this was happening and [00:04:00] The first thing that came to mind, are the regulators going to let it happen? And the concern is going to be, and you can well imagine how this plays out, they’re going to drag Dominion and NextEra up to Washington, D.C. and berate them about how electricity rates cannot increase due to data centers. And if they don’t swear to that, then this merger won’t happen. That’s my interpretation of what’s about to happen. It may not, but how does this play out? How does everybody else on the team at Uptime see this play out?  Matthew Stead: Seems like a good idea to me. So more economies, more geographic diversity, more opportunity for renewables.  Yolanda Padron: I can’t speak to Dominion, um, but being relatively close to the NextEra engineering team, they, they really know their stuff, right? So I think it’s something that should kind of give us a, a sense of relief here that it, [00:05:00] it’s a big team, but it’s a really smart and competent team taking over a big undertaking.  Speaker 6: You would like to see renewables and data centers work together. This would be the perfect match of the two, right? The, the largest renewable owner management company, along with the biggest data center, uh, region. Connecting those two would make infinite sense, but in the, our political environment today in the United States, that may be the reason to oppose it.  Matthew Stead: Yeah, why would it be a bad idea?  Speaker 6: Windmills, Matthew. Windmills. Windmills are bad. Can’t even call them wind turbines anymore. They’re windmills.  Rosemary Barnes: I used to mock people for saying windmill instead of wind turbine, but then when I moved to Denmark, um, you know, who, you know, have a firm, firm ownership of modern wind energy, or at least did back 10, 20 years ago They say windmill when they speak English. Um, the Danish word for it is vindmølle, um, which means windmill. [00:06:00]And so I can’t… I couldn’t maintain that, that energy because like, am I gonna, am I gonna mock these, you know, like everybody at that company knew more about wind energy than I did. Am I gonna mock them for not, not knowing the difference between a windmill and a wind turbine? No. So yeah, that’s, that’s something that I, I don’t do anymore.  Matthew Stead: That is really valuable to know, um, Rosie. I must admit, I did not know that, and I would mock people saying w- windmill, so thank you for setting me straight.  Rosemary Barnes: Yeah, there are plenty of, um, plenty of people who don’t know the difference between a windmill and a wind turbine and think, “Oh, why you only got three blades with so much air between them? You know, you’re gonna… Y- if you would just put twice as many blades, you’d get twice as many energy. Everybody who works in wind energy is just an obs- obvious complete and utter idiot.” Um, so there’s that kind of person, but then there’s also the industry. Another fun fact that they call the blades wings. Uh, um, yeah, in Danish they call them blade wings, which they are. [00:07:00] Speaker 6: In Spanish, isn’t it shovels? ‘Cause when I always translate those, uh, Spanish questions over to English, it always comes out shovel. At least early on, y- the early versions of Google Translate would translate it to shovel. Like, what are they talking about shovel on a wind turbine? That doesn’t make any sense.  Yolanda Padron: Yeah, like a shovel or a stick or like a, what you row with.  Speaker 6: Oh, like an oar. Okay, that makes a lot more sense. Okay. Thank you, Yolanda.  Matthew Stead: I think it’s really interesting that, um- We don’t have much material on NextEra, Dominion. Um, yeah, we just don’t think it’s a good– We all think it’s a good idea. There’s no controversy here.  Speaker 6: Oh, there’ll be controversy. Don’t worry about that. There’s always controversy. Welcome to America.  Matthew Stead: But among the four of us-  Speaker 6: We all think it’s great.  Rosemary Barnes: Well, it’s, um, I mean, some of the interesting facts that I read was that they’ve got 130 gigawatts of load, um, that they’re bringing to the table, and 51 gigawatts of that is contracted data centers. So that’s, that’s interesting. [00:08:00] And I think large amounts of new data centers on the grid are controversial because in– if you’re not very, very careful about how you integrate them, then you can end up just making electricity more expensive for everybody in the area that doesn’t necessarily get, you know, profit sharing from the data center. So, um, I think that, uh, like, you know, the wind ind- in the wind industry, we’ve obviously been through and are still in the phase of where social license, um, community acceptance is one of the most important things, maybe the most important thing when you’re developing a new project. And I think that we’re just at the start of that realization for data centers as well. Companies that are building the, the data centers, they need to do more than what’s required of them because otherwise they have big risks of project delays. It’s millions of dollars delay, um, for the delay for, um, yeah, for every, every day that, um, a data center is held up. And so how can you afford to risk annoying anybody? [00:09:00] You know, you just wanna be like the just, just perfect, um, addition to the community so that everybody is just happy and, and lets the project proceed. So, yeah, I thought– think that that’s, that’s quite an interesting aspect that I think I’m gonna s- we’re gonna see changing as, you know, all these planned data centers become real data centers. There’s a real risk that everybody hates data centers soon as much as they, um, hated wind tur- um, wind farms for a while.  Yolanda Padron: For the consumer, aren’t there, like, I don’t know if they’re in Virginia, but aren’t there price caps too for the market? When you’re– When it comes to how expensive the megawatt hour is? Speaker 6: Not necessarily. Re- remember that AEP in Ohio, uh, was requiring data centers to buy electricity at a certain amount. Because they both basically committed not to raise prices for electricity to the local communities, and that would be really hard to do. And okay, great, if, if they can pull it off, awesome. But there’s already a lot of [00:10:00] pushback about it, and it hasn’t even gotten to the point of being real yet, so it’s only gonna get worse. I see. And all the data centers are gonna be up in space no matter what. Everybody’s talking about building data centers on the ground. There’s no shot that that’s gonna happen. I’m just telling you, ’cause they can’t do it. They don’t– They can’t build gas turbines fast enough. There’s just limitations there, and transformers and everything else. It’s gonna be in space. It’s so much easier.  Yolanda Padron: And all the approvals you have to get and everything.  Speaker 6: It will be easier to do it in space In space, you don’t have neighbors. Matthew Stead: I said it before, it’s just crazy. The key issue around data centers is it’s actually the transmission rather than generation. I mean, you know, at least in Australia, and correct me if I’m wrong, Rosie, but you know, less than half the price in Australia is generation. The other half is sort of retail and transmission and this and that. And so actually, you know, the generation cost shouldn’t really increase. It’s really the transmission and the, the poles and the wires, which are the problem. And [00:11:00] you know, to your point, Rosie, social, social license for poles and wires.  Rosemary Barnes: I’m actually really surprised at Allen, ’cause normally, Allen and I have this, um, you know, we’ve played out this scenario probably 50 or 100 times over the, over the years with emerging technologies, and it’s always me that’s like, “You know what? I think, uh, I think there’s something to this one.” Um, and Allen always poo-poos it, and in this case, Allen’s, Allen’s excited. I, I’m on Allen’s– So I also, I also think space data centers is, is a thing that’s more likely to happen than not, at least to some extent. Um, so yeah, but I think, Matt, you’ve got the more mainstream opinion. Speaker 6: The voice of the common man. I  Yolanda Padron: think for all of our listeners out there, this is the first time Rosie and Allen agree on anything, so round of applause team.  Speaker 6: It won’t last long, Yolande.  Rosemary Barnes: It’s not true because, you know, nine out of 10 new technologies I also think are stupid. Um, so Allen and I agree on the bulk of them, but then of that one in 10, you know, nine out of 10 of those I, I [00:12:00] like and Allen doesn’t, so this is the, you know, the one-tenth of the one-tenth, so. Speaker 6: I don’t like gas turbines. Can we all agree we don’t like gas turbines? It’s– That would be insane to scale.  Rosemary Barnes: You know what? I, I don’t have a particular problem with gas, gas turbines. I don’t want a lot of new gas turbines. Um, I guess that that’s– We can all agree on, on that. I don’t think the– I think we have most of the gas turbines that we need, or at least, um, will in the next couple of years. And, um, yeah, I do think that their existence supports faster electrification, um, and faster growth of wind and solar. So I’m definitely not someone that wants to see all gas turbines turned off tomorrow.  Speaker 6: No, I don’t, I don’t want to turn them off. I’m  Matthew Stead: just saying you can’t get to scale. Speaker 6: Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become [00:13:00] expensive burdens. Their non-destructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So  Matthew Stead: visit cicndt.com because catching blade problems early will save you  Speaker 6: millions. Well, for the first time, five Chinese turbine manufacturers have all individually outpaced Danish wind giant Vestas in annual installations. Goldwind topped the global list with twenty-nine point seven gigawatts installed in twenty twenty-five. Behind them, Envision put up twenty-one point eight, Windy nineteen point eight, Mingyang at eighteen point six, and Sany at fifteen point one gigawatts. Vestas came in [00:14:00] sixth at twelve point nine gigawatts. The Chinese dominance was fueled by an enormous domestic market that has accounted for about ninety-four percent of those five manufacturers’ sales. Uh, but exports are obviously growing out of China too. The five captured nearly sixty percent of the hundred and seventy-eight gigawatts installed globally in twenty twenty-five, a year that saw the world market grow forty percent over twenty twenty-four. So Vestas still holds the crown for cumulative installations at two hundred and one gigawatts, but the gap in annual volume is now almost impossible to ignore. So Vestas has a lot of competition over in China. The, the amount of, uh, gigawatts coming out of the largest manufacturers in China is quite impressive, almost, well, more than double than what, uh, Vestas is doing, and Vestas is doing a pretty brisk business. What are, what are the outcomes of this, everyone? Is, can this be sustained in China [00:15:00] for very much longer? Can they continue to, to create at, at that rate?  Rosemary Barnes: Yes. Okay, move, move on to the next segment  Speaker 6: Well, that’s a, that’s a huge amount of gigawatts coming out of China. And if 94% of it’s staying in China, eventually you run out of China to put wind turbines in. Rosemary Barnes: They– I mean, we’re a long way from running out of places in China to put wind turbines in, because China is gigantic. A lot of it is not that populated. They’ve got a lot of offshore area still. But I just think it’s gonna follow the same playbook as, as solar probably, where you see, you know, early on heaps of domestic market, which is totally rock solid because it’s not relying on people to see a positive business case in doing it. You know, like it’s really… You know, targets are, are really mandated and people make sure that they are met. Um, and then the incentives are also different as well. Like my understanding is that [00:16:00] there’s a lot of incentives about installation of megawatts, um, and then, you know, the, the operation is like, we’ll figure that out as we go. The volume, the number of manufacturers that are there, they’ve got, you know, like such a great supply chain all there in the same area, so you can move fast and like I, I don’t see anything can get in the way of, you know, continuing to pump out these turbines at that speed. It’ll keep going until, you know, the government basically decides we’ve got, uh, enough wind energy now and then puts the, the brakes on it. And, you know, that’s what we’ve just been through in solar recently. China is, um… You know, they’ve just– they’ve got a big economy and they’ve just got like rock solid resolve to follow through on, on things that they commit to. Um, whether we can, you know, argue about whether it’s a smart strategy or not, but you know that they will follow it, they will execute on, on it. I don’t think anyone would, would say that they won’t. So I think, [00:17:00]can it continue forever? No. But do I think it can continue for another 10 years? Yes. And is that long enough to cause massive problems for any other manufacturer? I think also yes.  Matthew Stead: Hey, Rosie, can I ask you a question? You know, obviously there was some cable was proposed, you know, between Australia and Singapore. Do you see China going in that direction? You know, putting rather than pipes with gas in it, um, pipes with electrons? Uh,  Rosemary Barnes: I don’t see China– I’m actually working on a video at the moment about a global sub-sea grid, and I just interviewed, um, uh, Xlinks, you know, that was originally a project from Morocco to the UK, and then the other one, which is super cool, um, we might have an argument about the plausibility of it, is NATO L, which is just in like early development stages. It’s going to connect the UK to Canada. Um, and yeah, so that’s, um, a few thousand kilometers long. The ocean depth is maximum [00:18:00] three, I think, kilometers, maybe even a tiny bit more than that, um, which is like right on the edge of what is possible. N-none of those projects really actually rely on big technological improvements. Um, they’re possible with today’s technologies. Um, but I don’t see China doing so much of that. I think that one thing that might actually stop that is that, um, when you have big interconnectors like that, I think the engineering part is not the hard, the hard part. I think that the, it’s the politics. I do see them exporting their, um, you know, they’ve got really good ultra high voltage DC technology, but the transmission lines, they have exported a little bit. There’s some projects in Brazil that are Chinese made. There’s one in India. I don’t actually know if that is Chinese made, but you know, like I could really imagine them also rolling out projects in Africa, for example. Um, but beyond that sort of thing, I, I wouldn’t tip China as the country to, you know, develop a global [00:19:00] sub-sea grid. Speaker 6: Do you think the low solar prices have hurt the wind manufacturers in China a little bit? Obviously, there’s a lot of solar panels that are able to be shipped immediately, which is what’s happening right now. But turbines, not so much. It’s a little harder to do. But you, you would think that a lot of these countries and communities would be putting in wind But solar is so cheap right now that, that is what is winning at the moment, and it must be hurting the Chinese wind manufacturers, you would think. Rosemary Barnes: I don’t think they’re really in a competition with each other, um, at the moment. In Australia, I think yes. I think that, um, the, like, roaring success of solar and especially batteries is, um, making wind less appealing to develop. But globally, I think that it’s, you know, it’s a race between, um, fossil fuels and renewables. It’s a race between energy security and continued reliance on, you know, countries that [00:20:00] you don’t really want to rely on for fossil fuels. I think that those are the, the much bigger, um, competition at the moment. It’s a bit short-sighted because, yeah, wind and solar is really easy for the, the part of the, uh, energy transition that we’re doing now, and, uh, if you just don’t build any wind until you reach the limit of solar and batteries, then you’ll find yourself quite far behind. So that’s what we’re really struggling with in Australia and finding, like, what is the right level of government, um, support because people… You know, like in an electricity market like Australia, you’re not supposed to rely on governments, you know, planning out the system and deciding what thing to build, and I think that that has been a real strength of the Australian market that it has, you know, the government has got out of the way. It is hard to see, um, us getting to where we need to go in a orderly fashion without some planning for this, like, lumpy middle part of the energy transition. I don’t know. What do you think, Matt? Is that how you see it in Australia as well?  Matthew Stead: Yeah, I think there’s a place [00:21:00] for everything, and, you know, wind, solar, battery is a perfect match and the right places for the right thing. Rosemary Barnes: It’s really hard because, you know, like, when you look at the system as a whole, you know, like you plan out what, what full energy system is cheaper and better, you know. Is it the, you know, the current fossil fuel system and all of the, you know, annual maintenance and, um, improvements like, um, extensions that need to go along with that to support, you know, things like data centers and population growth, or is it the fully renewable system? And, you know, if you look at the end state, then I don’t think that many studies or maybe any studies come to the conclusion that anything other than renewables is the, the cheaper, better system. But it’s just, it doesn’t mean that every step along the way is cheaper, and so you end up with this, yeah, like this hump in the middle that you’ve gotta, you’ve gotta get over if you wanna get from one to the other, and it’s, um, it’s complicated. Speaker 6: I just listened to a podcast about this half an hour ago, uh, and it [00:22:00] was very contentious. And I won’t get into the details of it, but it was just one or the other. We wanna have all petroleum-based, coal-based generation in the UK, or we want zero emissions. They never got into anywhere in the middle, which is where it’s going to have to be. So why don’t we talk about that? I– It doesn’t… The political atmosphere of the UK is, is a little unstable, as we’ve all read in the newspapers and seen online. Uh, but it, but it’s just causing the both sides to go to extremes. And on the renewable side, some of the arguments that are being made were so outlandish that I could hardly continue to listen to it. Same thing on the gas and coal side. Like, what are we gonna do? The UK is really in a pinch. They’re gonna have to do something, and it all– as Rosemary’s pointed out, doing nothing is real ex- it’s gonna be tremendously expensive too. So there’s, there’s gonna have to be a, a reckoning somehow, but it, it’s all tied to the [00:23:00] economy at the moment. Like most things that happen in a country, decisions are made about what’s happening right now, not what’s gonna happen five years from now.  Yolanda Padron: Right. And to your point, like countries need to protect themselves, right? Like what are you gonna do, bank on world peace?  Speaker 6: That’s a bad bet historically.  Matthew Stead: But, um, how many, how many of those charts have you seen in the last one to years where you’ve got the, the fossil fuel, say the coal generation versus renewable generation? How many of those, um, charts have crossed over in the last few years where, you know, renewables generation is, is higher than coal generation? It’s just, it’s happening all over the world. It’s just happening, and you look at the graphs, it’s just happening.  Speaker 6: It’s less expensive, so that’s why they’re doing it. The decision’s made with the dollar. You know, the financing and the bankers and insurance are all gonna drive that, and it’s not gonna be the decision you, the homeowner, are gonna have a lot of influence on. It’s all gonna be done at a higher level, and it’s gonna be whatever’s cheaper and whatever’s available. Back to Rosemary’s point, [00:24:00] solar is cheap and available, people are gonna do it. Wind is cheap and available, they’re gonna choose it no matter who’s in office, right? I… Yeah, that’s the engineer talking, not the politician.  Matthew Stead: Battery, wind, and solar is only gonna get cheaper. Is, um, is, uh, gas turbines and coal gonna get cheaper? Speaker 6: They can’t. In order to get the efficiency up where they need to, it’s gonna be super expensive, which is what we’re at today. That’s why gas turbines are s- you can’t mass produce them, and that’s why they cost so much money. It’s a great business if you sell a couple a year. You can’t sell thousands of them. There’s just not a way to do that. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss [00:25:00] out. Visit peswind.com today. Over in Sweden, they built all the wind farms, and here at Weather Guard we’ve talked to a number of operators over in Sweden, so has EOLOGIX-PING, uh, and the– So but the wind farms and the customers haven’t really showed up, and researchers in Sweden have analyzed two hundred and forty-four Swedish wind power producers owning more than about thirty-seven hundred turbines covering eighty-five percent of the country’s total wind generation. So it’s a pretty large study. They found that eighty percent were effectively operating at a loss in twenty twenty-four. The total sector losses reached six point three billion Swedish kronor, uh, about six hundred and twenty million euros. The sector’s profit margins fell to a negative fifty-one percent. That’s right, negative fifty-one percent. Uh, and here’s the real paradox. Although wind production actually [00:26:00] rose from thirty-four point two to forty point six terawatt-hours, revenues fell for the first time in at least six years. Uh, the more they produced, the less they earned. And the real culprit is overcapacity. So they have so many turbines up in northern Sweden, uh, that it’s driving the energy prices down, much like Australia. Uh, and the missing link is obviously transmission because it is big demand to the south. It’s just getting the power there. Vattenfall alone lost eight hundred and seventy million euros in its wind business in twenty twenty-four, and one of its subsidiaries curtailed seventeen percent of the potential production because of, uh, shutting the turbines down was less expensive than selling into negative prices, which would make sense. So the price has gotten so low in Sweden that it’s better just to turn the turbine off and, and eat the loss than to generate power at a, at a negative price. This is a common theme [00:27:00] as wind has grown, and solar for the same matter, is that when you have so much of it, the price of electricity will drop. And until you can get that power out to other areas that has high demand It becomes a losing proposition. How does this play out? Will the– Now will countries finally take transmission seriously and start to even out the grid? Is that where we’re going?  Yolanda Padron: I mean, I hope so. The idea of curtailing potential energy isn’t something new, right? It happens here in Texas all the time. It happens in a lot of places all the time, um, just to, to not overflow the grid. And it makes sense, but it doesn’t make sense too much, at least to me, that in the same country you have parts of it where you have an electricity surplus and negative pricing, and other parts of it where you just, you don’t have enough energy for the whole, uh, region, right? So, uh, I really hope they take it a bit more seriously than they, than they currently are.  Matthew Stead: Uh, I think the interesting thing about Sweden is [00:28:00]that they’ve got a lot of hydro as well, and so those two things tie together. Um, you know, much like Australia, we’re building the, like the largest in the Southern Hemisphere, um, hydro scheme, and, um, maybe that’s part of the missing puzzle is the actual, the storage element. So if they had more pumped hydro, you know, they could, um, perhaps store that excess energy and then, then reuse it. But, you know, unless there’s no pipes from the north to the south, you know, that’s not gonna help anyone.  Speaker 6: Hydro is expensive. The more recent news articles I’ve seen about pumped hydro is it’s way less expensive to put in wind or put in solar or put in some batteries than to do pumped hydro projects. It’s complicated. It’s a lot of construction, obviously, and, uh, the pumps and the equipment are not cheap. So, uh, yeah, so although if you do have hydro and it’s currently running, you would leave that alone, but I think some of the newer pumped hydro projects probably won’t happen. Even if they’re on the– have [00:29:00] been planned and, and even started, I think they’re really reevaluating that it’s probably cheaper to do batteries. Matthew Stead: In Australia, in Snowy 2.0, I think the original budget was, was it 3 billion? And now it’s up to 12 to 15 billion.  Rosemary Barnes: Anybody that was working on that would’ve known that the price was very likely to blow out because that particular project has a really long tunnel. The two reservoirs that, like the reservoirs were existing, so you think, okay, that’s good, you save money. But the expensive part of pumped hydro is the tunneling and then, and it’s a very long tunnel. Um, and it’s just so super predictable that when you have a super long tunnel, you one, increase the cost a lot, but two, increase the risk of a massive cost blowout. So I think it’s not a good predictor of, of projects as some other ones that are, that are happening. I think the biggest problem with hydro is that, um, the project lives are so long, like 100 years e- easily, [00:30:00] but that doesn’t mean anything in today’s dollars, y- you know? So it’s like no one can, no company is gonna assign any value to the electricity they’re gonna generate in 100 years time, you know? So it’s, um, it, it’s really hard for it to stack up to, as a project today unless it’s a government doing it. Matthew Stead: But I mean, once Snowy 2.0 is done, it will still be reasonably cost-effective as a long-term storage source.  Rosemary Barnes: Yeah. If it had been made on time, then I think it would’ve, it would’ve been a real enabler for the energy transition for getting heaps of wind and solar. But it wasn’t done on time, and we barely we- storage isn’t our problem right now. We have actually got lots of, of storage. That’s not what’s stopping people from building projects. So, um, I think it is a bit of a shame.  Speaker 6: Back to your point, Rosemary, how old hydro is in terms of electricity generation. I, I went to go look up when Niagara River, Niagara Falls in, in the States first [00:31:00] started producing power, 1895. That’s how long we’ve been using water power in the States to create electricity. Hoover Dam, which also does something very similar, is in the 1930s, 1935, ’36, around that timeframe. So it’s almost been 100 years there too, 90 years. Yeah. It’s, it’s amazing. So you don’t plan for those, those pieces of, uh, infrastructure to run that long, but they do. 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. 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 Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:32:00] podcast.

Paper360 Better Together Podcast Series
Uptime: Matt and Jefferson, WESCO

Paper360 Better Together Podcast Series

Play Episode Listen Later May 21, 2026 29:20 Transcription Available


Crib Crawls and Curve Balls:Wesco's Jefferson Smith and Matt Lasnicki on Supply Chain ChallengesFrom aging infrastructures to multi-company mergers, Wesco's Jefferson Smith and Matt Lasnicki  have helped their pulp and paper industry customers through a variety of supply chain challenges. As Smith shares in his Paper360° article, Operations Depend on Equipment Supply Chains, it's an area mills ignore at their peril: One delayed part can rack up millions of dollars in downtime losses.In this episode of Uptime, Jeff and Matt, along with co-hosts Mark Rushton and Jan Bottiglieri, discuss the current reality for supply chain management—and some strategies for dealing with a world that's increasingly disruptive. "It all compounds," says Lasnicki. " The cost to operate (mills and converting facilities) keeps going up and if they don't find ways to drive efficiency, it's going to be a much bigger challenge for them in the future."Stick around for the Uptime Lightning Round, when we ask Matt and Jeff about the most exciting things they see ahead for supply chain management in paper and packaging. Thanks for listening!Access additional articles and case studies about effective supply chain management through Wesco's Knowledge Hub. Review Wesco's products and services for pulp and paper industry customers. Access more resources through the TAPPI OnDemand platform:Paper360° Archives of searchable articlesSearch a variety of other industry topics, including Market Trends

market trends uptime wesco jefferson smith mark rushton
Paper360 Better Together Podcast Series
Uptime: Matt and Jefferson, WESCO

Paper360 Better Together Podcast Series

Play Episode Listen Later May 21, 2026 29:20


Crib Crawls and Curve Balls: Wesco's Jefferson Smith and Matt Lasnicki on Supply Chain Challenges From aging infrastructures to multi-company mergers, Wesco's Jefferson Smith and Matt Lasnicki  have helped their pulp and paper industry customers through a variety of supply chain challenges. As Smith shares in his Paper360° article, Operations Depend on Equipment Supply Chains, it's an area mills ignore at their peril: One delayed part can rack up millions of dollars in downtime losses. In this episode of Uptime, Jeff and Matt, along with co-hosts Mark Rushton and Jan Bottiglieri, discuss the current reality for supply chain management—and some strategies for dealing with a world that's increasingly disruptive. "It all compounds," says Lasnicki. " The cost to operate (mills and converting facilities) keeps going up and if they don't find ways to drive efficiency, it's going to be a much bigger challenge for them in the future." Stick around for the Uptime Lightning Round, when we ask Matt and Jeff about the most exciting things they see ahead for supply chain management in paper and packaging. Thanks for listening! Access additional articles and case studies about effective supply chain management through Wesco's Knowledge Hub.  Review Wesco's products and services for pulp and paper industry customers.  Access more resources through the TAPPI OnDemand platform: Paper360° Archives of searchable articles Search a variety of other industry topics, including Market Trends

@BEERISAC: CPS/ICS Security Podcast Playlist
OT Security Isn't an IT Problem: What it Takes to Get it Right

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later May 21, 2026 27:10


Podcast: Industrial Cybersecurity InsiderEpisode: OT Security Isn't an IT Problem: What it Takes to Get it RightPub date: 2026-05-19Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationCraig sits down with Wil Klusovsky, a 26-year cybersecurity veteran and CRO at viLogics, to break down why asset visibility and exposure management are the foundation of any solid OT security strategy.From the myth of the air-gapped shop floor to the real-world math behind quantifying cyber risk in dollars and cents, Will and Craig explore how manufacturers can move beyond fear-based selling, bridge the gap between IT and operations, and build programmatic cybersecurity that protects both production uptime and the bottom line.They discuss how to frame cyber risk as business risk, why compensating controls and context matter more than raw vulnerability numbers, and why the CISO's real job is "chief inside selling officer."Chapters:(00:00:00) - Welcoming Will to the Podcast!(00:02:12) - Why Asset Visibility Is the Starting Point for OT Security(00:03:48) - The Air Gap Myth and Legacy Systems on the Shop Floor(00:04:52) - Translating Cyber Risk Into Dollars and Cents(00:07:05) - Quantifying Downtime: Mean Time to Recovery and True Cost of Ownership(00:09:55) - Risk Appetite: Spend to Mitigate or Accept the Exposure?(00:11:32) - Who Really Owns the Risk? Executives, Not CISOs(00:13:00) - Uptime, OEE, and Why Cybersecurity Risk Is Business Risk(00:15:45) - Remote Access Risks and Competing Priorities on the Shop Floor(00:18:04) - The "Chief Inside Selling Officer" — Getting Buy-In Before Budget(00:19:48) - The Get Out of Jail Free Card: Aligning Incentives Across Teams(00:22:30) - Context Over CVE Counts: 600 Critical Vulns, Zero Exploitable(00:25:42) - Prioritizing Remediation by Business Impact, Not Severity Score(00:26:30) - Wrap-Up and Part 2 Preview: Business Impact AnalysisLinks And Resources:Wil Klusovsky on LinkedInWant to Sponsor an episode or be a Guest? Reach out here.Industrial Cybersecurity Insider on LinkedInCybersecurity & Digital Safety on LinkedInBW Design Group CybersecurityDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Industrial Cybersecurity Insider, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Tobin, Beast & Leroy
(HR 2.) Put Up Or Shut Up Time

Tobin, Beast & Leroy

Play Episode Listen Later May 20, 2026 39:55


In the second hour of the show: - Headlines - Heat Summer Options - Marlins look to bounce back vs Chris Sale & the Braves - Dolphins Defensive Line are on notice

The Uptime Wind Energy Podcast
Conference Recap, Suzlon Targets Europe

The Uptime Wind Energy Podcast

Play Episode Listen Later May 19, 2026 33:11


Matthew Stead recaps WindEurope Madrid and Blades Europe Edinburgh. Plus Suzlon unveils its Blue Sky platform for Europe, Muehlhan consolidates six specialist firms, and Mingyang keeps hunting for a European home. 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! Speaker: [00:00:00] The Uptime Wind Energy Podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts.  Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, who is back in Australia, but not at home. He’s up in Queensland. Or actually, not even on– in Queensland, technically. He’s on an island off the coast of Queensland. Where are you at, Matthew?  Matthew Stead: Uh, Moreton Island. It’s, uh, like a resort island off, uh, off of Brisbane, so beautiful outside.  Allen Hall 2025: Well, you need a little bit of resort time because you’ve been to two conferences, and you spent a good bit of time in Austria after that. So you were at WindEurope in Madrid, and then following that, you went right over to Scotland for Blades Europe. So I wanna hear your thoughts. We’ll start with, uh, WindEurope and what was going on at that conference. It did sound like there was a pretty [00:01:00] good attendance, and some people that I have talked to about it really en-enjoyed being in Madrid. It’s just  Matthew Stead: a bigger city. Um, first time I’d ever been to Madrid, and, uh, yeah, the show was amazing, actually. I was, I was a bit blown away by, uh, I think the OEMs were back out in force. You know, so like the Vestas, Siemens were, um, really– and Nordexes and so forth were really back out in force, so that was really good to see. Um, the, some of the larger operators had really, really strong presence as well. So you could see that, you know, Iberdrola, Res, um, those sorts of companies were, um, really, you know, putting a big effort in and meeting their customers and, um, really showing, uh, the world who they were. So that was really, um, you know, really good to see. There were so many people seriously. Um, the queues for food at lunch were, were, um, one of the major problems. Um, so, um, yeah, it was really a lot of people, so that was really exciting. Um, and I mean, for me, I was [00:02:00]trying to catch up with, with partners and friends and, yeah, it was, it was jam, jam-packed just meeting people in the industry. Um, probably a few other things. So s- you know, SkySpecs and Aerones had a really strong, um, presence there. So, um, SkySpecs and Aerones were, were doing really well. Um, maybe one of the, um, surprises for me, and I know this has been a topic on a few other previous episodes, was there was a lot of interest in bird and bat detection. I, I, I think there had to be, like, five companies that were, were– had really big setups, and it was a really, really big topic around cameras and so forth. So, um, that was a, a big topic. And, um, then there, there was a really, really strong, you know, supply chain, you know, from, from vessels to cables to, you know, repairs. Allen Hall 2025: What was the ratio of offshore companies to onshore companies? I’m always curious.  Matthew Stead: You’re looking through the, the list. Um- I would, I’m only guessing it [00:03:00] was probably about 40% had an offshore focus of some kind. So it was definitely a strong offshore focus. Um, obviously, you know, a lot of onshore, offshore combined companies. But yeah, definitely the word offshore kept on popping up a lot.  Allen Hall 2025: Because Spain is mostly onshore. Like, um, like 99% onshore, right? I think it’s a couple of small projects going offshore. Does it look like the onshore business is gonna pick up, uh, just in terms of the activity on the floor in Madrid?  Matthew Stead: Uh, yeah. Um, I, I think, you know, like I said, you know, those big operators like the REZAs and the Iberdrolas and, and the OEMs, I, I think it’s just a given that, um, you know, things are buoyant. Um, well, they appear to be definitely very buoyant. Uh, I think we’ve heard, you know, some of the positive, um, financial news from a few of the OEMs recently. So yeah, yeah, it seems like o- onshore is, is maturing further, further, further. And so you went straight  Allen Hall 2025: from Madrid, right, to [00:04:00] Edinburgh, Scotland. That was a change in weather, I would assume. Uh, probably about a 20 degree Celsius difference. 25 down to 15, yes. Whoa. Okay. Yeah, that’s a good bit. Uh, but the Edinburgh conference, that’s the first time that Blades Europe has been to Edinburgh. I, at least I don’t remember them being there before. That tends to be a more technical conference than Wind Europe. Uh, the, the Blades conference is obviously focused on blades, and all the relevant experts in Europe do tend to show up there. What were some of the hot topics at Blades Europe this year? Matthew Stead: Yeah, I think it was, um, an interesting conference. Um, I, I’d been to Blades USA, so I was able to contrast, um, Blades USA a little bit. I think probably the differences here were, yeah, there was definitely some strong, strong, uh, experts there, like you say. Um, you know, Birgit, um, our friend was, was in attendance and a few of her colleagues from Statkraft. Um, I think, and or, uh, actually ORE Catapult, the, the [00:05:00] UK research, um, offshore renewable energy research, um, they did some great presentations. I really, um, they really shared some really good insights. So, um, ORE Catapult were talking about life extension and, um, you know, looking at the, the fatigue on blades and, uh, how they’re, how they’re going to perform and life extension. So some great stuff from ORE Catapult there. Probably another key topic that came up was around, uh, sort of related to life extension, but also recycling. The, there was a really good session on the new IEC standard. Um, um, to, you know, full disclosure, I was actually on the panel. So I, I thought it was a great panel. But, um, the new IEC standard for blade operations and maintenance, um, is really well a-advanced now in its development. Um, very strong risk focus, you know. So depending on the risk then drives your, your blade O&M program. [00:06:00] Um, so that was a, a great talk as well. Uh, and then maybe finally, um, something close to my heart, um, I think the, the, you know, the maturity of CMS companies. There actually, there were five blade CMS companies there, which is probably the biggest turnout I’ve seen around blade CMS, um, ever. And so it was good to see that sort of, um, interest and growth, um, and the need for, for blade CMS. Uh, and, um, obviously the last one, lightning. So lightning always an issue. Lots of discussions around lightning, um, you know, through Greece and a few of the, the, the Balkan go- Balkan states. On the blade recycling front, there’s a  Allen Hall 2025: company in Scotland called ReBlade that is involved in some of the recycling efforts. Did they give a presentation of, of what they’re up to at the moment? Matthew Stead: Uh, yes, I think they did. Um, they’re talking about setting up a, a site in a, a [00:07:00] couple of sites, and I think Inverness was the, the location where they’re, where they’re setting up a site. The, um, the port is supportive, so they’re working through those, those, those challenges. You know, getting a site, getting transport and access to the blades. Um, working out when, when the, when the blades will come to them. You know, the storage of blades. Um, the, the end, end uses for those blades. Getting all that supply chain, um, lined up was, you know, yeah, it was, that was quite thorough and quite, um, yeah, inspiring.  Allen Hall 2025: And on the CMS side, what are operators trying to monitor? ‘Cause usually have something in mind that they’re going after.  Matthew Stead: For better or for worse, there’s still some serial, um, failure modes. Um, and so the industry is looking at very particular, you know, challenges that, um, certain make and model have. Um, so root insert failures was definitely one of those, um, one of those topics. Um, and that was actually one of the, the, the [00:08:00] roundtable discussions at, uh, Blades Europe. Some other, um, monitoring around, you know, lightning and- lightning damage and what’s happening with the LPS. That was also, uh, another big topic for, for monitoring. And then a few other sort of general, more, more general, um, you know, natural frequencies of blades and seeing if the natural frequencies are changing, indicating a change in stiffness, which relates to potential damage. So yeah, there was– it was quite a mix of the types of, um, CMS that was discussed.  Allen Hall 2025: Has the digital twin finally died? Anybody talk about that?  Matthew Stead: There’s actually a current call-out for a new research project in Europe around digital twins. So, um, yeah, one of the larger, one of the larger operators is, is putting, pulling together a team to talk about digital twins, so-  Allen Hall 2025: I, I think this is one of the more difficult things to do, but just because you’re dealing with a variety of blades and blade factories and unique issues that pop up that are…[00:09:00] You, you really can’t model until after they happen. And after they happen, everybody knows about them anyway. So what’s the point of the digital twin if you can’t detect things early? It, it, it is a great concept, but hard to implement.  Matthew Stead: Yeah. And why? Why would you do it? I mean, you, you’re only gonna do it if there’s a benefit, and what is the benefit? So, but I think, uh, actually at Blades Europe, digital twins was not really a topic. And maybe one thing I forgot to say is that the, um, Wind Power Lab did a, a good, um, presentation on carbon blades as well, so.  Allen Hall 2025: The, the carbon blades are, is a very good discussion, just because the trend has been lately to scrap blades and bring new ones on site. And the carbon can be difficult to repair, or it takes a long time to repair, and you just don’t have the manpower or woman power to go out and fix it. So the, the fastest option is to build a new blade. But it does leave a lot of blade waste, which is where the industry is not going. Uh, recyclable blades, which is [00:10:00] in process at the moment, will make that easier, but you just don’t wanna be recycling blades. You like to be able to repair them. Composites are repairable. And it’s, it is so odd that they, they wanna continue on that pathway, but we’ll see. We’ll see. You don’t really learn the lesson until you do it.  Matthew Stead: Um, however, you know, the, the presentation on carbon blades was, um, you know, highlighted a lot of the challenges, but also highlighted some of the positives and the, you know, how they do help. Um, and so there was a lot of support for carbon blades, but there’s a lot of unknowns and, um, and there was a lot of discussion around how do you even test if the LPS is working. Uh, it’s just impossible. So, you know, traditional methods on carbon blades, yeah, it just don’t work. So, um, but there was a lot of support that the carbon does bring benefit. But yeah, I agree with you. There’s a lot of challenges there.  Allen Hall 2025: That’s one of the things we learned years ago back in the late ’80s, early ’90s when we, at least in, in the [00:11:00] States, started building a number of carbon fiber aircraft. And the repair situation and dealing with repairs in, in remote locations became difficult. And you’ve learned how much training it took to keep an industry running, and you’re starting from zero for a lot of places that all he had worked on was aluminum. It, it’s a completely different world. You’re, you’re training tens of thousands of technicians around the world. You weren’t planning to go do that, and now you are. So it just, it adds to the cost.  Matthew Stead: It also ties into the OEM, um, you know, providing, you know, details on how to repair those blades because they’re not, they’re not just a standard item, so-  Allen Hall 2025: No, you, you don’t wanna be grinding into a protrusion if you can avoid it. It- you’re just never gonna get it back into that original form because protrusions are in some part magic. And taking a grinder to them is not gonna… It’s breaking the magic. All the magic will be leaving that protrusion when you do that. Yeah, very [00:12:00]difficult. Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions. Well, as we know, the wind industry has long been dominated by a handful of European and American turbine makers, uh, particularly in the, quote-unquote, “West.” Uh, but that landscape may be [00:13:00] shifting. Suzlon, the Indian turbine giant that nearly collapsed under about a $1.5 billion of debt just a few years ago, is back. The company has unveiled a new turbine platform aimed squarely at Europe, and says it will build its first factory on the continent if it wins enough orders. Vice Chairman Girish Tanti, uh, delivered the announcement at the WindEurope conference in Madrid, where Matthew was Signaling that Suzlon believes its time has come. And since you were there, Matthew, did you hear any news on the floor, any discussion on the show floor about Suzlon entering Europe?  Matthew Stead: Well, actually, yes. So, um, um, there was actually a good, uh, contingent of Suzlon people at, uh, Blades Europe. So, uh, they attended, uh, Wind Europe and then Blades Europe. Um, and I, you know, I was able to have a bit of discussion with them. I think, I think, uh, they were quite optimistic about, um, [00:14:00] you know, moving back or moving into, into Europe in terms of manufacturing. Um, however, there was an element of skepticism. Am I allowed to say that? So they, uh, were, they were not completely, um, convinced that it’s gonna happen, but, uh, they were certainly excited by that. It was definitely a, a clear possibility, but not a given.  Allen Hall 2025: Well, they have a, a new platform called the Blue Sky platform, um, which will have, I think, two turbines here, a 5 megawatt and a 6.3 megawatt, which is squarely aimed at Europe and also the United States, for that matter. And building a factory, though, doesn’t make a lot of sense if the cost driver for a factory in Europe is the European employees, which it tends to be when you hear the discussions about the cost structure, it’s about the employees. I’m not sure why Suzlon would make blades or nacelles in Europe unless they could avoid tariffs or taxation, because India is a very [00:15:00] cost, uh, driven, uh, manufacturing facilities writing country. So why would you wanna go build another expensive factory, probably in the realm of a couple hundred million pounds, uh, if you’re gonna go do it? It probably doesn’t make any sense to do that as well as just selling turbines into Europe. It seems like the easier path.  Matthew Stead: Yeah. And then you’ve got all the, like, the quality control challenges and, you know, you get the cultural challenges. So yeah, to be honest, I don’t qu- I don’t quite understand the logic behind that either. Um, maybe there’s, there’s some things that we don’t know about behind the scenes in terms of tariffs and other, other incentives that we don’t know about.  Allen Hall 2025: Would you see operators taking, uh, a Suzlon presentation and maybe even writing plans for developing with Suzlon turbines in the next couple of years? Is that a, a feeling that Europeans would, would do that, or is Vestas mainly and Siemens Gamesa so strong in Europe that it doesn’t make any sense unless [00:16:00] you’re in sort of the periphery countries of Europe?  Matthew Stead: I mean, my first exposure to a wind turbine was a Suzlon turbine in Australia, and there are many, many, many Suzlon turbines in Australia. And they’re all, they’re all still working. They’re all still reliable. So I mean, from a reputation and reliability and, um Yeah, history point of view, I can’t see why not. I mean, you know, uh, the operators will see that, you know, they’ve proven themselves. They’re not new kids on the block. Um, and so why wouldn’t an operator think about it? Allen Hall 2025: Well,  Matthew Stead: in  Allen Hall 2025: this quarter’s PES Wind magazine, which you can download for free at peswind.com, there is a nice article from Muelhen Wind Services, and that is a growing company. A lot going on there. Our friends at AC883 just joined Muelhen a f- few months ago, and is being part of that conglomerate. And, and we know that obviously building wind farm used to mean [00:17:00]consulting with dozens of contractors, and this is where Mue- Muelhen has really s- stepped into the breach here. So from blade repair at one company and heavy lift cranes at another company, all that had to be managed separately. You’re calling s- different companies all the time. And watching asset managers and site supervisors do this, uh, it is a thankless job. Well, Muelhen’s trying to change that a little bit, uh, and they’re saying that that model no longer works, and I totally agree with them. It’s insane. Uh, but so Muelhen has consolidated six specialist firms under its one brand, and covering everything from port pre-assembly to long-term operations and maintenance across Europe, the US and Canada, uh, and Asia-Pacific. Its CEO, Søren Hoffer, uh, puts it plainly, “The next phase of wind will not be won by turbine size alone. It will be decided by the supply chain’s ability to execute.” Boy, [00:18:00]couldn’t say truer words. Uh, I’ve worked with Muelhen or my company, Weather Guard Lightning Tech, has worked with Muelhen on a couple of projects over the years, and we’ve always had, uh, great service from them, and we have talked to a number of operators that love them, that love using Muelhen. So it’s not a surprise that they’re trying to grow and expand and make life easier for the operators.  Matthew Stead: Sounds like a brilliant move, really. I mean, you know, pulling all these sort of things together is, is a real challenge, isn’t it? I mean, coordinating all these subcontractors, um, getting to turn up at the right time, and yeah, I mean, it just sounds like a brilliant move, and I think that we need more, more, more efficient service companies to service the growing fleet. So the more they can get organized, the better.  Allen Hall 2025: Yeah, the scale matters here, and the expertise matters. As we’ve have a couple hundred thousand turbines that are [00:19:00] operating in the, quote-unquote, “West,” it does make sense to have a larger player that has seen most of those turbines and has some experience with them. It’s always the scary scenario when you’re working with a new company. Have they been on this turbine before? Do they know what they’re doing? Do they know- Lockout tagout. Even simple things like that come to the forefront. And the, the trouble is on some of these smaller companies that are in that business is that, uh, you just don’t get the level of service, you don’t get the level of response, you don’t have the horsepower if something were to, to go wrong on site. They don’t have the cash to, to bring in a second crane or another crew to get this job done. It, it does become scale at some point. And, uh, for a long time in the wind industry, particularly United States, it, it has been a lot of, quote-unquote, “mom-and-pop operations,” and those are slowly getting acquired by the likes of Muehlhan. I, I, I think this is inevitable at some point. Uh, from the asset owner’s, uh, desktop watching this go on, [00:20:00] how do you see, you know, a large operator interfacing with Muehlhan? Are they gonna do just one-stop shopping at this point? They’re, they’re not gonna have three or four different companies to work with, that they’re just gonna lock into, uh, Muehlhan? ‘Cause, uh, that’s what I see.  Matthew Stead: Yeah. I, I think, you know, from the, the WOMA Conference in, in Melbourne, we saw a bit of a, bit of a shift towards, um, outsourcing, at least in Australia Pacific region. And I mean, if, if you’re gonna outsource, um, you’re, you’re probably gonna join up with a, a Muehlhan, um, equivalent. So, you know, that way it just takes some of the risk out of, out of it, so it, it sort of makes sense. Um, the other observation I’ve heard is that, you know, because of the seasonality of blade repairs, it’s really hard to keep hold of, um, blade techs. And so if you’re a global company, you’ve got at least some opportunity of using the ses- seasonality and keeping hold of the good techs and, um, you know, so, you know, you know, summer in, in North, North, uh, America, and then, you know, summer in [00:21:00] Australia. So it, it, it allows these company, allows these companies to keep hold of their good people.  Allen Hall 2025: Yeah. And that, that’s always been the yearly problem, right? That you have a, a crew of a couple good crews in the summertime, and you come back the next summer and it’s a whole different group of people and yeah, that, that, that’s trouble for the industry. Well, a- and it’s good. It’s fi- it’s finally good to see this happening, and I know, uh, we’ve talked about it internally here at Weather Guard of who to work with and who to partner with. We like working with companies that have scale, and I think we’re finally there. So it’s really interesting to see this article from Johan in PES Wind. So if you, if you haven’t read the article, you should go visit peswind.com and take a look. There’s a lot of great content in this quarter’s issue, and y- you don’t wanna miss it. So go to peswind.com today. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers [00:22:00] a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So when, when the energy prices spike like they’re happening right now, uh, the Iran war being one of the main drivers, and obviously gasoline prices have jumped quite a bit, here’s what happens. The China’s clean energy sector goes to work, and they’re racing to make connections and make sales. As electricity prices jump up, gas prices jump up, everybody wants to try to find a cheaper way to provide energy to their countries or locales. Uh, China’s there to offer it. So it’s solar panels, batteries, EVs, and even wind turbines are, are looking for homes out of China. Uh, for European wind professionals, [00:23:00] the most important part comes from Mingyang, right? So they were unable to get a production facility in Scotland, but they haven’t given up yet. They are still searching for a home somewhere in Europe. And as of today, I don’t think they’ve found it. They’re s- I think they’re still looking for some country to host them. But how long is that gonna go on, Matthew? I, I think with the domination of Vestas and Siemens Gamesa in Europe and Suzlon trying to make an entry, will Mingyang and other Chinese manufacturers eventually find a home?  Matthew Stead: It’s interesting. I think, uh, if you look at the airline industry, you’ve always had premium providers, and you’ve always had low-end providers, and I think there’s always a place for all of them. And so I re- I reckon they’ll find, I think they’ll find their place in, in the market and just, you know, it might just take a while. But they’ve got the strength, haven’t they? They’ve got the product. They’ve got the strength. So it’s just a matter [00:24:00] of time.  Allen Hall 2025: Yeah. I, I, I d- I do think eventually it will happen. But Vestas and, and Siemens Gamesa have done a pretty good job of controlling it, and wind Europe, honestly. Wind Europe has not been a proponent of a Chinese manufacturer in Europe, so that generally will help slow down any business plans they would have But at the same time, there’s a lot of opportunities around the world that’s not necessarily in Europe, right? South America has strong ties with China. They’re– And Chinese companies are, are starting production in China. There’s a lot th- things happening there. You’re gonna see that in Africa and other places. So it doesn’t necessarily have to happen in Europe, which is, I think Europeans and Americans think, “Well, we can’t have China in those locales.” Fine. But it isn’t like China doesn’t have other opportunities to, to sell turbines or solar panels or batteries. There are plenty places on the planet where  Matthew Stead: people that  Allen Hall 2025: need  Matthew Stead: lower cost energy, and they’re gonna find them. Um, I did attend a, a panel [00:25:00] discussion on Türkiye, um, and the growth, and there was a lot of growth in Türkiye around onshore and offshore. And so maybe Mingyang, that might be a, a place, um, for them to, to start, you know, on the doorstep of, of Europe. The stepping stone, so to speak. Stepping country.  Allen Hall 2025: Is there risk in that, uh, uh, if, uh, uh, Mingyang decided to put a plant in Türkiye? Is, does that come with some political aspect? Because I, I, I don’t remember. Türkiye t-tends to play, uh, uh, k- kind of like Switzerland in, in terms of working with different, uh, political systems over time. Yeah.  Matthew Stead: I, I’ve had a bit more to do with a few, a few, um, sort of organizations in Türkiye recently and, um, you know, it’s highly professional, highly, you know, logical, and so I, I can’t see why it’d be a challenge. So I think, yeah, that stepping stone into Europe might be a, a logical way to go. Well, maybe  Allen Hall 2025: we’ll see that in the next [00:26:00] couple of months. I don’t know. There’s gonna be a lot to happen there. There’s so much money being spent in Europe on renewables, wind, solar, battery, all the above, that there’s plenty of opportunity, and every company that has a product that’s gonna be trying to sell it in Europe right now. It’s a smart move. Absolutely.  Matthew Stead: I think the other thing that we’ll probably be talking about a little bit more is EV trucks or, you know, electric trucks.  Allen Hall 2025: You think so?  Matthew Stead: I reckon we’ll be talking more and more about electric trucks.  Allen Hall 2025: Does Europe even have a, a le- a real true EV tractor-trailer, large truck? What do they call… I guess they call it a lorry.  Matthew Stead: I don’t think yet. But that’s why I’m saying I think this is a topic that’s gonna raise itself. Um, I’ve, I’ve seen some numbers recently which says that it’s a bit of a no-brainer to go from diesel to, um, to battery now.  Allen Hall 2025: So is Tesla gonna be the, the winner there just because of their, I don’t even what they call it, the Tesla truck? Is that what they call that now?  Matthew Stead: Not the Cybertruck, the, the truck truck.  Allen Hall 2025: Electric semi-truck. There you go. [00:27:00] Thank you, producer Claire.  Matthew Stead: I think you’ve gotta watch, you know, you’ve gotta watch BYD and a few of the other, the other, um, other companies.  Allen Hall 2025: Do they have something as large as what, uh, Tesla is offering today? Because Tesla is offering a true semi or tractor-trailer  Matthew Stead: I, I, I must admit I’m not a, a huge expert on the topic, but I’m sure Rosemary is.  Allen Hall 2025: She drives the big rigs? Is that what she’s doing?  Matthew Stead: But I think we– Yeah, I think, I think it’s an in-interesting thing to watch because, um, certainly fuel prices in Australia are definitely pushing, um, this idea of, um, electric trucks. Allen Hall 2025: Yeah, diesel prices are really high in the States. I- if they’re high in the States, I can’t even imagine what they are in Europe or Australia. They must be through the roof. So if you have a diesel vehicle, although they run forever and are pretty efficient, the price of fuel is insane right now.  Matthew Stead: And, you know, if you, if you take that a step further into mining, so Twiggy Forest, um, and Fortescue, you know, switching to [00:28:00] electric, uh, trucks and electric mining, yeah, it makes sense. Allen Hall 2025: Does the math work out on that? Uh, obviously Fortescue is taking, uh, really a pretty significant risk in that they’re developing their own electricity generation sites via wind and solar and battery, the whole thing, and they’re converting some of their larger vehicles to electric. Does that hold a big risk, or is this just a financial no-brainer, particularly when diesel prices are so high? Matthew Stead: Yeah, I think it’s a financial no-brainer. Uh, and that’s why partly I think we’ll be talking about trucks because, you know, once the finances make sense, um, there’ll be a faster transition. And I think, you know, Fortescue is not a silly company.  Allen Hall 2025: Fortescue is willing to dabble, right? So they’re willing to, to see where the technology is and spend a little bit of money and possibly it works out, right? I think there’s– you have to take a little bit of risk if you’re in that business because you are spending so much money on fuel. [00:29:00] You can spend a couple million dollars playing in different areas to pick an eventual winner. Obviously, they’re gonna– Well, it’s not obvious at the moment, but it, it seems obvious to us being on the electricity side. Electricity is gonna be the answer. Renewable energy is gonna be the easy way to do it, the lowest cost way to do it. There you go. Go do it. Well, American Clean Power’s event, uh, which is in Houston this year, will be happening June 1st through the 4th at the convention center downtown in Houston. It’s gonna be warm, everybody, so if you’re traveling from a cooler country like Denmark to Houston, bring something cool to wear. It will be warm in June. It, it– Houston is just a very warm place, and it’s quite humid, so it’ll, it’ll be a, a unique environment. However, it does sound like there’s gonna be a, a, an– A number of interesting companies and a lot of people that are attending that event this year, and one of them is gonna be Matthew and EOLOGIX-PING with Weather Guard Lightning Tech will [00:30:00] both be down at the event in a booth and seeing everybody and, and, and meeting a whole bunch of, of, uh, new people that are getting into the industry, which is, to me, is always the fun part. Like, we just meet so many really fun people. Uh, and Matthew, you know, we had a discussion internally about that, like, uh, our, our new, uh, chief commercial officer, Nikki Briggs, has been commenting. We’ve been talking to so many operators around the world, and after every, uh, little meeting briefing that we have, we do a post-briefing, and she goes, “They were so nice.” And I s- yes, Nikki, the wind industry people are fantastic to work with. Like, they’re all focused on doing something positive, and they’re trying to, to do it the best that they can. And there’s a lot of constraints to it, and they’re making a number of hard decisions. But when we all come together at American Clean Power here in the States, hey, we can kinda commiserate and [00:31:00] talk about what’s happening and catch up. And I feel like we need a little bit of catch-up time in this industry, particularly here in the United States.  Matthew Stead: Yeah. Yeah. I, I think, um, I, I definitely agree. And I, I found, you know, previously I used to work in the construction industry and work with engineers and, you know, transport, blah, blah, blah, blah, blah. And actually, I found that the renewable industry, there’s a lot of really open people, really happy to have a discussion, um, not the big egos, so I completely agree. And, um, I’m thinking back, um, I first met people in the wind industry in, you know, around 2012, 2013, and, you know, I still know a number of those people and really appreciate catching up with them. Um, so actually, Berend van der Pol was probably one of the first, and, uh, Birgit Junker was, um, maybe one of the second, so yeah. And I’m definitely looking forward to ACP.  Allen Hall 2025: If you’re, if you’re down in Houston at American Clean Power, definitely stop by a- and say hi to everybody from [00:32:00]EOLOGIX-PING and Weather Guard Lightning Tech, and hey, learn about all the things that are going on because both companies have new products that’ll, were gonna be announced at the site. Uh, we’re already getting inundated with requests on the Weather Guard side. It’s insane. We’re telling people, like, “Slow down, slow down, slow down. We’ll, we’ll, we’ll talk to you about it when we get to Houston.” But, uh, expect a very attentive audience this year, which is exciting. That wraps up another episode of “The Uptime Wind Energy Podcast.” If today’s discussion sparked any questions or ideas- We’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:33:00] Podcast.

Future Firm Accounting Podcast
Free Up Time in Your Firm by Stopping These 4 Things

Future Firm Accounting Podcast

Play Episode Listen Later May 14, 2026 10:55


There are four things quietly eating your time as a firm owner. Getting out of them could change how fast—and how freely—your firm grows.

Climate 21
Solar Streetlights Aren't About Cheap Power. They're About Resilience, Uptime, and Infrastructure Cost

Climate 21

Play Episode Listen Later May 13, 2026 35:14 Transcription Available


Get in touch - leave me a messageStreetlights sound boring. Until the grid fails and they're the only lights left on.In this episode of Climate Confident, I'm joined by Liam Ryan, CEO of Streetleaf, a climate tech company rethinking one of the most overlooked pieces of public infrastructure: the streetlight. And yes, I know. Streetlights. Hardly the sexiest corner of the energy transition. But this conversation quickly becomes about something much bigger: resilience, decarbonisation, public safety, emissions reduction, and how we build communities that keep functioning as extreme weather puts more pressure on the grid.You'll hear why the real cost of streetlighting often isn't the electricity at all. It's trenching, wiring, maintenance, utility control, copper theft, repair delays, and infrastructure that can take far too long to fix. Liam explains how solar-plus-battery streetlights can avoid much of that mess while helping cities, developers, and communities move closer to net zero.We dig into how Streetleaf's lights performed during hurricanes, why three to five days of battery backup matters, how monitoring changes maintenance, and why policy can help but won't replace cost and performance. You might be shocked to learn that in some cases, utilities can delay streetlight repairs for months while the customer keeps paying. Delightful system design, if your goal is public frustration.This is a practical episode about climate tech that works in the real world: faster installs, fewer wires, lower emissions, better uptime, and infrastructure that earns its keep when conditions get ugly.

New Direction Bible Fellowship
Its Check Up Time

New Direction Bible Fellowship

Play Episode Listen Later May 12, 2026 52:17


Its Check Up Time

The Cloudcast
AI, Data Centers, and the Power Crunch

The Cloudcast

Play Episode Listen Later May 10, 2026 33:39


SUMMARY: We  explore one of the most overlooked bottlenecks in the AI boom: energy and infrastructure and  why power availability is becoming the limiting factor.GUEST: Wannie Park, Founder/CEO of PADO AISHOW: 1026SHOW TRANSCRIPT: The Reasoning Show #1026 TranscriptSHOW VIDEO: https://youtu.be/satMQRxKQC8SHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:1. AI's Hidden Constraint: PowerAI growth is no longer limited only by GPUs and computePower generation, cooling, and grid interconnects are emerging as major bottlenecksData centers could account for 10–12% of North American power demand in coming years2. Why Data Centers Are Being ReimaginedTraditional data centers were built for enterprise IT, not AI-scale workloadsAI infrastructure introduces:Massive power density needsAdvanced cooling challenges3. The Grid Wasn't Built for AIUtilities are designed around peak demand scenariosMost grids run well below peak capacity most of the timeAI workloads create volatile and unpredictable consumption patternsLong interconnection timelines are pushing companies toward alternative infrastructure models4. GPU Utilization Is Surprisingly LowGPU clusters are often underutilized because of:Scheduling inefficiencies, Cooling limitations, SLA constraintsEffective GPU utilization may be as low as 12–13% in some environments5. Cooling as a Major Optimization LayerLegacy data centers often cool entire zones inefficientlyPado AI alignsAI workloads, Cooling systems, Power allocationWorkload-aware orchestration helps optimize cooling and compute efficiency6. The Rise of “Compute Forecasting”Pado forecasts compute demand instead of energy demandThe platform models:GPU workloads, Power consumption, Cooling requirements, SLA prioritiesGoal: maximize “compute per megawatt”7. AI Workloads Become Time-AwareAI providers may increasingly:Shift workloads to off-peak periodsIncentivize delayed non-urgent jobsDynamically balance compute demandUsers are already seeing variable inference latency in real-world AI systems8. Sustainability vs Reliability vs ProfitabilityOperators must balance:Uptime expectations, Infrastructure costs, Sustainability goalsRenewable adoption is growing, but reliability still drives investment in natural gas and battery-backed systems9. Brownfield vs Greenfield OpportunitiesPado AI is focused primarily on existing (“brownfield”) data centersExisting enterprise infrastructure can often be extended and optimized instead of rebuiltEnterprises may gain significant AI capability without hyperscale GPU deploymentsFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Packet Pushers - Full Podcast Feed
LIU012: Behind the Curtain at Life In Uptime

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Apr 9, 2026 56:59


Kevin and Alexis are back with a behind-the-scenes look at the podcast with guest Melina Bertholf, who joined the team a while back to help manage content. (And yes, sharp-eyed readers will notice a family name shared by Alexis and Melina). After interviewing many guests about their tech journeys, our hosts share their own personal... Read more »

Packet Pushers - Fat Pipe
LIU012: Behind the Curtain at Life In Uptime

Packet Pushers - Fat Pipe

Play Episode Listen Later Apr 9, 2026 56:59


Kevin and Alexis are back with a behind-the-scenes look at the podcast with guest Melina Bertholf, who joined the team a while back to help manage content. (And yes, sharp-eyed readers will notice a family name shared by Alexis and Melina). After interviewing many guests about their tech journeys, our hosts share their own personal... Read more »

Citadel Dispatch
CD198: JUSTIN - FEDIMINT UPDATE

Citadel Dispatch

Play Episode Listen Later Apr 7, 2026 53:37 Transcription Available


Justin, a prolific contributor to the Fedimint open source project, returns for a six month update. Fedimint is an open protocol providing easy to use, private, programmable, and offline bitcoin payments using bitcoin powered federated chaumian ecash.Justin on Nostr: https://primal.net/p/nprofile1qqspg8fq209jj56663d2n6r9ehkyjffy7rkqqejfdwvtwzva426avkqxtxxuvFedimint Website: https://fedimint.org/Fedimint on X: https://x.com/fedimintThe Ecash App: https://ecash.love/Fedimint Observer: https://observer.fedimint.org/ Bitcoin Mints: https://bitcoinmints.com/Iroh: https://www.iroh.computer/EPISODE: 198BLOCK: 944073PRICE: 1466 sats per dollar(02:06) Justin on Fedimint updates since last visit(03:20) Ecash App vision as a Fedimint reference client(04:18) Wallet features: on-chain, lightning, ecash, and nostr integrations(06:01) Fedimint 101: federations, guardians, and multisig trust model(07:55) Uptime vs. rug risk and Byzantine fault tolerance in practice(09:18) Making guardianship easier and raising operational reliability(10:14) Ecash App status, platforms, backups via nostr, and seed UX(13:16) Mint/federation selection challenges and web-of-trust ideas(15:39) Observability tools and on-chain vs. Lightning differences(16:20) Running a Guardian on Start9: setup and backups(19:39) Networking with Iroh: DNS removal, privacy, and Tor/VPN plans(23:14) Lightning gateways: roles, trust, liquidity, and multi-federation ops(27:59) Gateway UX: multiple gateways, auto-switching, and agents help(29:01) Gateway pairing and funding flows for Start9 deployments(32:24) Guardians on Android phones: why, how, and trade-offs(37:30) Blockchain backends: Bitcoin Core vs. Esplora defaults(39:30) Mobile data, heat, and practical considerations(39:34) Agentic payments and why eCash fits well for agents(43:40) Local communities, AI models, and community services vision(46:06) Real-world adoption, roadmap, modules, and BOLT12 plans(48:50) BOLT12 receive-side challenges and trust model nuances(50:26) Pragmatic trust, permissioned gateways, and next steps(50:37) How listeners can help and contact info(51:18) Start9 v0.4.0 update chatter and flashing war stories(53:01) Closing thoughts, progress praise, and sign-offmore info on the show: https://citadeldispatch.comlearn more about me: https://odell.xyzmonitor the situation: https://citadelwire.com

Joey Pinz Discipline Conversations
#834 ITEXPO '26 - Jason Kemsley:

Joey Pinz Discipline Conversations

Play Episode Listen Later Mar 25, 2026 34:05 Transcription Available


Send us Fan MailWhat does it really take to scale an MSP without burning out?In this high-energy conversation, Joey Pinz sits down with Jason Kemsley of Uptime Global live from IT Expo in Fort Lauderdale to unpack growth, health, vendor trust, and what it means to truly partner with MSPs.Jason shares how Uptime helps MSPs reclaim their most valuable asset—time—through white-labeled helpdesk, NOC services, and global staffing across five countries. But this episode goes deeper than outsourcing.They explore imposter syndrome, the reality behind conference glamour, why “being the good guy” doesn't always win in business, and how personal standards shape professional results.Jason opens up about health, eliminating alcohol, flying planes, playing padel, and the internal standards required to compete at the highest level.

Beautiful Stories From Anonymous People
A Really F**ked Up Time to Be an Immigrant in the U.S.

Beautiful Stories From Anonymous People

Play Episode Listen Later Dec 23, 2025 79:13


Our caller immigrated to the U.S. from Mexico just weeks before 9/11. He talks with Gethard about growing up as an immigrant in the Midwest and how figuring out his place there led him to question everything else in his life, from religion to relationships to identity itself. Come see Beautiful Anonymous live! Head to punchup.live/chrisgethard for tickets to our upcoming shows. Sign up for Beautiful/Anonymous+ to get ad free episodes and access to exclusive audio including 5 Random Questions with this week's caller. Leave us a voicemail at (973) 306-4676 Right now, Skylight is offering our listeners $20 off their 10 inch Frames by going to my skylight.com/BEAUTIFUL Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to Quince.com/beautiful for free shipping on your order and 365-day returns.