Podcasts about Vestas

Allen covers Ecowende’s first monopile installation in the Netherlands, designed to be the most ecological offshore wind farm ever built. Plus Ireland’s offshore potential proves far smaller than hoped, Australia cancels its third offshore project in recent months, LiveLink Aerospace solves radar clutter in Scotland, GE Vernova secures a Romanian turbine deal, and Canadian tariffs threaten BC Hydro wind development. 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! If you want to see the future of offshore wind… look to the Netherlands.Off the Dutch coast near IJmuiden… about fifty-threekilometers out to sea… something special is rising from the waves.They call it ECOWENDE.VAN OORD’s installation vessel BOREAS just planted the firstmonopile there on December third. Fifty-one more will follow. And whencomplete… this seven hundred sixty megawatt wind farm will become… themost ecological offshore wind project ever built.Why most ecological?The monopiles come in two sizes. Research shows taller turbines givebirds more room to fly safely between the blades. Some turbines will sportred blades… to make them even more visible to passing flocks. The seabedgets eco-friendly scour protection. And those massive VESTAS fifteen-megawatt turbines? They will sit atop foundations built by SIFand SMULDERS.Power for the Netherlands by end of twenty-twenty-six.Meanwhile… across the North Sea in Scotland…At ABERDEEN Offshore Wind Farm… LIVELINK AEROSPACE just solveda problem that has plagued the industry for years.You see… wind turbines create radar clutter. Their spinning blades confusemilitary and civilian radar systems alike. But LIVELINK’s Air IntelligenceSystem… mounted on the nacelle… eliminates that clutterwithout emitting any signals of its own.The UK’s Department for Energy Security funded the test through the onebillion pound Net Zero Innovation Portfolio.BEN KEENE of LIVELINK says the technology unlocks offshore wind’s fullpotential… while strengthening national security. Clean energy AND defense. Together.But not every nation is celebrating.IRELAND just discovered… its offshore wind dreams may be smaller thanhoped.Energy Minister DARRAGH O’BRIEN receivedconfidential maps this spring. The assessment initially found potential forforty-eight gigawatts offshore.The realistic number?Between three and eighteen gigawatts.Deep waters. Shipwrecks. Arms dumps. Undersea cables. Protectedhabitats. All these stand in the way.The Irish government had targeted five gigawatts by twenty-thirty. Theyface fines of up to twenty billion euros if they miss their climate goals.Social Democrats spokeswoman JENNIFER WHITMORE says she issurprised detailed mapping took this long.Four years from the deadline… and they are only now learning which siteswill not work.Down Under… the news is worse.AGL Energy just cancelled GIPPSLAND SKIES… a two-and-a-half gigawattoffshore wind project in Victoria, Australia.That makes three offshore wind farms scrapped in recent months offAustralia’s south coast. German company RWE abandonedits two-gigawatt KENT project in October. BLUEFLOAT ENERGY droppedGIPPSLAND DAWN in July. AGL says it will focus on onshore wind… batteries… and pumped hydroinstead.But there is bright news from Eastern Europe.GE VERNOVA just signed a deal with GREENVOLT POWER to supplyforty-two turbines for the GURBANESTI wind farm inROMANIA.Each turbine… six-point-one megawatts. Combined with another recentproject… these two farms will bring five hundred megawatts online…powering more than one hundred ten thousand Romanian homes.Turbines start arriving in twenty-twenty-six.And in British Columbia… Premier DAVID EBY has a fight on hishands.A twenty-five percent tariff on imported wind towers threatens BC HYDRO’selectricity supply.PATRICIA LIGHTBURN of the Canadian Renewable Energy Associationsays the tariff could derail projects already announced. BC HYDRO iscounting on those wind farms to close an impending power gap.Canada’s Energy Regulator expects wind to fill seventy percent ofrenewable demand growth through twenty-thirty.The tariff? Nobody saw it coming.Now… for those of you heading to Edinburgh this week…The UK Offshore Wind Supply Chain Spotlight takes place Thursday. JOEL SAXUM and I will be there… meeting with innovating companies andentrepreneurs who are building the future of this industry.If you are attending… come say hello. We'd love to hear from youAnd that is the state of the wind energy industry on December 8, 2025.Join us tomorrow for the Uptime Wind Energy Pocast.

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

Allen covers the debate over Chinese wind turbines in Europe, from data security concerns and unfair subsidies to the risk of trading one energy dependency for another. 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! Wind energy is one of Europe’s great strengths. Providing twenty percent of European electricity today. Over half by 2050. That’s the plan. Competitive. Homegrown. Quick to build. Almost every wind turbine spinning in Europe today was made in Europe. By European companies. Assembled in European factories. Hundreds of factories across the continent make components for wind turbines. Over Four hundred thousand Europeans punch the clock in wind energy. Every new turbine generates sixteen million euros of economic activity. And this week, proof of that investment. In Germany, the He Dreiht offshore wind farm just sent its first power into the grid. Nine hundred sixty megawatts. Germany’s largest offshore wind farm. VESTAS turbines standing one hundred forty-two meters tall. Sixty-four turbines total. All commissioned by summer 2026. NILS DE BAAR of VESTAS said the fifteen megawatt turbine sets new standards in offshore wind power. European technology. European manufacturing. European energy. In Ireland, more European investment. SSE and FUTURENERGY IRELAND tapped NORDEX to build the Wind Farm in County Donegal. Twelve turbines. Sixty megawatts. One hundred thirty-eight million dollars. Forty thousand Irish homes powered when those blades turn in 2027. And in Scotland and Italy, floating wind is consolidating. NADARA is acquiring BLUEFLOAT ENERGY’s stake in ten floating offshore projects. BROADSHORE. BELLROCK. SINCLAIR. SCARABEN. Nearly three gigawatts of floating wind now under single European ownership. Today’s wind farms save Europe one hundred billion cubic meters of gas imports every year. In Britain alone, consumers saved one hundred four billion pounds between 2010 and 2023. That’s after factoring in the cost of building the wind farms. Wind means lower energy bills. Wind means independence. But here comes the temptation. Chinese turbines are cheaper. Much cheaper. And in times of strained budgets and rising costs… That’s hard to ignore. GILES DICKSON is the CEO of WINDEUROPE. He says… Think about what you’re buying. The European Commission launched an inquiry last year. They suspect Chinese manufacturers offer prices and payment terms backed by unfair government subsidies. European manufacturers can’t legally offer the same deferred payment deals. OECD rules won’t allow it. Then there’s energy security. Europe just weaned itself off Russian gas. Painfully. Expensively. Three years later, high energy prices still drag on the economy. Does Europe want another dangerous dependency? This time on imported equipment instead of imported fuel? And as Giles points out – a modern wind turbine has hundreds of sensors. Hundreds. Gathering performance data. Monitoring operations. European law prohibits exporting that data to China. But Chinese law allows Beijing to require Chinese companies to send data home from overseas operations. There’s a contradiction. Someone’s going to break the law. And those sensors? They don’t just collect data. They can control equipment. The European Union and NATO are voicing concerns. The wind industry has invested over fourteen billion euros in new and expanded European factories in just the last two years. That’s commitment. That’s confidence. And the rest of the world is taking notice. In Japan, FAIRWIND just signed a strategic partnership with WIND ENERGY PARTNERS in YOKOHAMA. MATT CROSSAN, FAIRWIND’s Asia Pacific Director, said Japan’s wind sector is still young compared to Europe. But government support and investment are driving expansion. They want European expertise. European experience. European standards. Wind energy is the last strategic clean tech sector with a truly European footprint. The last one. Solar panels. Batteries. Electric vehicles. Those have already migrated elsewhere. But Wind remains. For now. Four hundred forty thousand workers. Two hundred fifty factories. Fourteen billion euros in new investment. One hundred billion cubic meters of gas imports avoided every year. Germany’s largest offshore wind farm now feeding the grid. Ireland building new capacity. Scotland consolidating floating wind. Japan seeking European partners. Europe can buy cheaper today. Or build stronger tomorrow. GILES DICKSON is sounding the alarm. But, will Europe listen? That's the wind industry news on the 1st of December 2025.

I denne episode taler vi med Nutanix' globale CTO, Manosiz “Mano” Bhattacharyya, som deler flere centrale punkter fra Nutanix. Vi dykker ned i, hvorfor reguleringer som GDPR og NIS2 har øget interessen for private cloud og sovereign cloud. Virksomheder kan bevare fuld kontrol over data uden at miste cloudens fleksibilitet. Mano forklarer også, hvorfor Norden – med Nutanix-kunder som Vestas, Grundfos og Icelandair – er et af de mest modne IT-markeder i verden, med høje krav til stabilitet, sikkerhed og edge-computing. Endelig ser vi på, hvorfor AI skal flyttes til data og ikke omvendt. Petabytes af regulerede data kan ikke flyttes effektivt til skyen, og derfor arbejder Nutanix på at bringe AI og compute ud til de edge-miljøer og datacentre, hvor dataen faktisk lever. Lyt med, og få et overblik på en halv time over, hvordan virksomheder i Norden opnår sikkerhed og moderne cloudarkitektur og opfylder fremtidens AI-behov.

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

Repræsentanternes Hus stemmer ja til budgetforslag og dermed slutter regeringsnedlukningen efter 43 dage. Vestas skærer 900 stillinger, heraf 190 i Danmark. Gregers Wedell-Wedellsborg stopper i Matas og lander topjob i Canada. Stark lider milliardtab. Eli Lilly har officielt overhalet Novo viser regnskaber. Nye fund i grønlandsk mine.Vært: Lasse Ladefoged (lasse.ladefoged@borsen.dk)

Vestas continues to make headwinds in the US, despite the current administration's disdain for wind energy. 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! Vestas is making headway in America. Despite a president who has a dim view of their product. Despite the administration halting offshore wind projects across the country. Despite tariffs climbing over one hundred percent. Vestas delivered more than sixty percent MORE to America in the third quarter of this year. Vestas delivered ONSHORE wind turbines. One point four gigawatts [GIG-uh-wahts]. Enough to power more than four hundred thousand homes. Every third turbine they delivered worldwide went to the US - that Danish wind turbine manufacturer - has a chief executive named HENRIK ANDERSEN. VESTAS Chief Executive HENRIK ANDERSEN.Andersen said something remarkable recently: "We are pleased with what we see." Now you might wonder how. How does a wind company GROW when the White House opposes wind turbines? How do orders INCREASE when the administration halts offshore wind development? How does business boom when tariffs make everything more expensive? Here's what VESTAS figured out two decades ago. They built blade factories in Colorado. Nacelle factories too. More than twelve hundred American companies are in their supply chain. Creating jobs. Creating trust. Creating roots too deep to pull up. And here's the thing about electricity in America today: The demand is so HIGH - from factories, from those hungry data centers powering artificial intelligence - that customers will buy power REGARDLESS of tariffs. As Andersen puts it: "Electricity is in such high demand that orders will actually be fulfilled." Some customers ARE waiting for clarity on those tariffs. VESTAS admits it would have gotten even MORE orders without them. And yes, offshore wind orders? Zero. Not a single megawatt in the third quarter. The administration saw to that. Despite everything - the politics, the tariffs, the offshore freeze - wind remains the most cost-effective electricity source available. ONSHORE wind. Seven to nine percent annual growth expected through twenty thirty. And VESTAS? They're so confident they just announced a one hundred fifty million EURO share buyback program. That's money they're returning to shareholders. You don't do that unless you believe in what's coming next. Twenty-five hundred megawatts ordered for the Americas in just one quarter. The US and Germany - driving their order book right now. Now Andersen won't predict WHEN all those waiting customers will place their orders. "It's simply too difficult to predict," he says. But he adds this: "We take the orders we can get" And there's something else worth knowing. Those rising electricity prices everyone's feeling? In parts of America, wholesale power costs jumped as much as two hundred sixty-seven percent in just five years. Baltimore. Los Angeles. Minneapolis. Cities far from data centers paying more because the grid serves everyone. VESTAS is betting that when power bills climb, wind becomes MORE attractive. Not less. The cheapest electron wins. And right now, even WITH tariffs, wind is delivering the most affordable power in America. So while Washington halts offshore projects and debates tariffs, this Danish company just keeps building ONSHORE. Keeps hiring. Keeps delivering. One point four gigawatts at a time. The administration froze offshore wind. But VESTAS found another way.

Vestas vice president Jan Daniel Kaemmer discusses wind industry in Australia, the blockages and the potential. Plus: What to make of the free solar offer.

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Novo Nordisk enttäuscht schon wieder, Siemens Healthineers auch. McDonald's, BMW und Vestas überraschen dafür positiv. Apple zahlt die nächste Mrd. an Google. Milliardär Carl Icahn kauft sich in US-Werkstattkette Monro ein und Snap kooperiert mit Perplexity. Alle Probleme können KI, Cloud und Co. nicht lösen. Den Abfluss von Wasser zum Beispiel. Dafür braucht es Rohre und Drainagen, und die hat Advanced Drainage Systems (WKN: A117FL). MetaMask ist einer der bekanntesten Krypto-Wallet-Anbieter. Jetzt plant die Muttergesellschaft Consensys offenbar einen Börsengang zu einer Milliardenbewertung. Außerdem geht's um den Krypto-Crash der letzten Tage. Diesen Podcast vom 06.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Dommer afviser Pfizers forsøg på at stoppe Novo-bud. Novo Nordisk må igen skrue ned for forventningerne. Vestas har succes med landvind og aktierne brager op med 15 pct. Ørsted lander milliardunderskud igen. Pandora skuffer og aktien falder. USA's nedlukning rammer nu også lufthavne. Højesteret vurderer Trumps toldkrig. Vært: Lasse Ladefoged (lasse.ladefoged@borsen.dk)

Der er ingen styrthjelm og mursten på speederen, når finanskommentator og tidligere hedgefondchef Andreas Steno Larsen investerer sin formue på omkring ”seks-syv millioner” kroner. Porteføljen rummer krypto og aktier og har givet en gevinst langt over markedet i år, men også med ”betydelig mere risiko”, som Steno formulerer det. Vi kigger på de aktietemaer, som har optaget investorerne i år og diskuterer vores egne investeringer. Grønne aktier har f.eks. oplevet et ret overraskende comeback og leveret gode plusser i Barsøes portefølje. Vestas er oppe 50 procent for året og steg 15 procent onsdag efter gode regnskabstal. Kan man være woke uden at gå broke? Vi diskuterer også, om Zohran Mamdanis valgsejr i New York indvarsler en ændring i amerikansk politik og tager til sidst fast på spørgsmålet, som mange investorer stiller sig selv: Skal man kaste penge i kunstig intelligens og de amerikanske Magnificent Seven-aktier eller løbende skrigende væk, fordi vi står i bobletider? I studiet: Magnus Barsøe, Andreas Steno og Mikael Milhøj. See omnystudio.com/listener for privacy information.

Welcome to the Wind Power News Review – hosted by Windpower Monthly's senior reporter, Robyn White, and Windpower Monthly's reporter, Orlando Jenkinson – along with our regular panellists, Sorcha Versteeg and Shashi Barla. This time on the News Review, we take a closer look at some of the major new turbine announcements coming out of the world's primary wind energy power – China – and discuss how the country's massive installation targets are helping shape its domestic wind industry. Meanwhile in Europe, a growing number of violent attacks against wind power projects have occurred. Is the spread of disinformation about renewable energy to blame? Finally, we take a look at the contrasting fortunes of offshore wind factory projects in Europe, with Vestas and Siemens Gamesa halting work on planned offshore turbine plants while other companies push forward. This episode was produced by Jude Owen and Inga Marsden.Windpower Monthly is now on Bluesky – follow us at @windpowermonthly.bsky.social for all the latest updates. Hosted on Acast. See acast.com/privacy for more information.

Det er en af årets helt store regnskabsdage, og Millionærklubben står klar til at vurdere de økonomiske ståsteder og fremtidsudsigter for bl.a. Novo Nordisk, Vestas og Pandora. Aktiechef i HC Andersen Capital, Michael Friis Jørgensen, og CEO i Global Health Invest, debatterer desuden den lettere bekymrede stemning, der synes at krybe ind over flere af de globale aktieindeks, og sidst i udsendelsen blander senior aktieanalytiker Søren Løntoft Hansen sig i debatten om Novos regnskab på en telefon fra Sydbank i Aabenraa. Vært: Bodil Johanne Gantzel See omnystudio.com/listener for privacy information.

Avalancha de resultados en Europa con el foco en Siemens Healthineers, Vestas, Fresenius, Novo Nordisk y la francesa Bouygues. Con Alberto Roldán, profesor de finanzas de la Universidad Europea.

Continúa la presentación de resultados empresariales en Europa. Este miércoles han presentado cuentas los dos gigantes daneses de energía eólica Vestas y Orsted al igual que la farmacéutica Novo Nordisk o la marca de joyas Pandora. En clave macro, la mejora en los pedidos industriales de Alemania no cambia la crisis de fondo mientras que el sector servicios de la eurozona registra en octubre la expansión más rápida de la actividad en casi un año y medio, según el índice PMI. Y el crecimiento salarial de la zona euro se ralentizará hasta 2026, para luego volver a subir a niveles todavía modestos. Entrevistaremos a Borja Muñiz, presidente de ANAPAL, colectivo mayoritario de administradores de lotería, que proponen aumentar el premio de "El Gordo" de Navidad para hacerlo más atractivo. Los temas de la actualidad, a debate en la Tertulia de Cierre de Mercados con José Ramón Pin, profesor emérito del IESE, e Isabel Giménez, directora de la Fundación de Estudios Bursátiles y Financieros.

We wrześniu duże ożywienie w przemyśle. Cztery spółki z Polskiej Grupy Zbrojeniowej otrzymają łącznie 3 mld zł dofinansowania z Funduszu Inwestycji Kapitałowych na rozwój programu Narew. Vestas wstrzymał budowę drugiej fabryki łopat do turbin wiatrowych w Szczecinie. Tarczyński planuje pozyskać ok. 200 mln zł. NSA orzekł, że pokazy erotyczne online mogą być uznane za usługę kulturalną i w konsekwencji zwolnione z VAT. Sąd w Ostrołęce skazał byłego dyrektora ds. produkcji Zakładów Mięsnych Pekpol na 4,5 roku więzienia.Zasubskrybuj prasówkę na www.businessupdate.pl.Podcast powstał przy pomocy ElevenLabs.

Hvad nu hvis sjælen allerede ved, hvad du er her for at lære? Som om vores sjæl har en slags “kode”, der præger de livstemaer og udfordringer, vi møder i livet?Og hvad hvis kroppen begynder at tale, når du ikke lever i overensstemmelse med det, du er her for at lære?Jeg taler med Birgitte Bertelsen, som er coach, healer, underviser og forfatter til bogen ‘Når kroppen taler – forstå hvad kroppen fortæller.'Birgitte er cand.merc. fra Aarhus Universitet og har i årtier arbejder som leder og projektchef i bl.a. TDC og Vestas, hvor hun arbejdede med mennesker, ledelse og udvikling.I dag beskæftiger hun sig med samspillet mellem sind, krop og sjæl. I denne samtale deler hun sine personlige erfaringer og perspektiver fra arbejdet med over 1000 mennesker.Du kan bl.a. høre om:Hvad Birgitte mener med “sjælekoder” og “sjælegrupper”.Hvordan hun oplever, at de kan afspejle vores livstemaer.Hvorfor bestemte typer mennesker, ifølge Birgitte, ofte har lignende følelsesmæssige mønstre og helbredstemaer.Hvordan kroppen, ifølge hendes erfaring, kan reagere, når vi ikke lever i overensstemmelse med vores sjæl.Hvad det vil sige at hæve sin frekvens og bevidsthed.Og hvorfor hun mener, vi har glemt, at vi er åndelige væsner, der er her for at udvikle os.Det er vigtigt at understrege, at de perspektiver og beskrivelser, Birgitte deler, bygger på hendes eget arbejde og verdenssyn. Der findes ingen videnskabelig dokumentation for sjæletyper eller koder, men måske vil du alligevel mærke en genklang, når du lytter med.I Klub ENHED finder du desuden nye guidede meditationsforløb som ‘7 dage med indre ro' og ‘7 dage med indre barn'. Der er +90 meditationer i klubben.Forskning viser, at meditation kan reducere stress og bekymringstanker, styrke nervesystemet og øge følelsen af nærvær i hverdagen.Du tilgår forløbene og Klub ENHED via noellelise.com.Tak fordi, du træder ind i ENHED rummet.Stort kram, NoellEpisoder du med fordel kan lytte til:#3 Aktiver din sjæl & realiser dit højeste potentiale med Isabelle Laurés#117 Hvordan du kan koble naturvidenskab med sjæl & bevidsthed & forklare hvad det er med Niels Svendsen#157 Inuit shamanisme fra Grønland & hvordan du forbinder dig med ånderne i alt, din sjæl & generationerne før dig#125 Hvordan du kan begynde at lytte til din intuition & hvad der afholder dig fra at gøre det med Christina Bækgaard#31 Tillid, tilgivelse & økonomisk flow med Isabelle LaurésSupport this show http://supporter.acast.com/enhed-med-noell-elise. Hosted on Acast. See acast.com/privacy for more information.

Vestas' outgoing chief technology and operations officer, Anders Nielsen, talks about why the wind industry is reaching the end of the line on turbine sizes and what he is looking forward to in his retirement.  Nielsen handed over the reins as CTOO to his successor, Felix Henseler, on 1 September. He will leave Vestas at the end of 2025 after a five-year stint leading the turbine firm's technology offer.He spoke to Windpower Monthly's editor, Ian Griggs, about his tenure at the Danish firm, including the impact of COVID, the war in Ukraine and the European wind industry's competition with China.  This episode was produced by Inga Marsden. Hosted on Acast. See acast.com/privacy for more information.

If you're an aspiring manager, a seasoned leader looking to up your #leadership, or you're a member of the #neurodivergent or #lgbtq community, this episode is for you.In this inspiring conversation, Laurence shares her deeply personal journey—from studying film in Montreal to leading marketing for Vestas, the world's largest wind energy company.

Novo Nordisk skal fyre. 9.000 stillinger påtænkes nedlagt - og 5.000 af dem skal findes i Danmark. Vi hopper ombord på det teams-opkald, hvor Mike Doustdar fremlagde strategien. Derefter inviterer vi tidligere HR-chef Eva Smedegaard i studiet. Hvilken eksistentiel udfordring står Novo overfor? Eva har siden Novo-tiden kastet sig over præstegerningen, så vi slutter med en bøn. I vores LinkedIn-nyt skal vi forbi både Vestas og Royal Unibrew, hvor vi skal se to gange CEO-video. Til sidst gør vi status. Vi får besøg af Josephine Cetti, som giver sit besyv på Ursula Von der Leyens 'State of the Union'. Ligesom vi også tager et smut til USA, hvor både aktier og økonomi har det godt - eller hva'? Vært: Ulrik Rosenkvist Schultz. Fast gæst: Sune Aagaard. Medvirkende: Eva Smedegaard, tidl. HR-chef hos Novo Nordisk og nuværende sognepræst ved Jystrup-Valsølille sogn og Josephine Cetti, chefstrateg hos Nordea.

In this episode, we're joined by leaders from Vestas, a globally recognized wind energy solutions provider, to explore the profound impact empowering leaders to simply be present and connected with their teams can have on culture, performance, and safety in high-risk industries.After a rise in safety incidents, they launched the “Be Present” program—an initiative to strengthen relationships between site managers and technicians. The program has led to measurable improvements in safety, trust, and teamreliability, offering insights that leaders across industries can learn from as they look to improve performance and trust in their own organizations. Hear from AnneMarie Graves, Vice President of the Midwest Region, and Gary Lamont, a Vestas Site Manager based in Iowa, as they share how presence—showing up for people as much as priorities—has transformed their teams and operations.Guest BiosAnneMarie Graves AnneMarie Graves is the Vice President, Midwest Region for Vestas, where she leads an operations team of 500 wind turbine technicians operating 10 GW of wind farms in the American heartland. From 2018-2021, AnneMarie lived and worked in Europe, leading 300 Vestas engineers supporting global deployment and operation of 100 GW of Vestas, GE, Gamesa, Nordex and Siemens wind turbine and wind plant technology.  As an early proponent of utility scale wind energy in the early 2000s, AnneMarie brings more than 20 years of engineering and management experience in wind energy. Prior to joining Vestas, she led a team at DNV GL specialized in assessing the performance and reliability of over 10 GW of operating wind projects, including predicting wind project production, analyzing and diagnosing performance, and modeling turbine life. AnneMarie started her career in 2003 with GE Wind Energy assessing the suitability of new wind project locations in North America. AnneMarie has presented and chaired sessions at American Cleanpower's conferences including AWEA WINDPOWER and Operations Maintenance & Safety Conference, Wind Energy Update's O&M Summits and co-chaired conferences with Women of Renewable Industries and Sustainable Energy. AnneMarie holds degrees in Mechanical Engineering and Science and Technology Studies from Rensselaer Polytechnic Institute.Gary LamontGary Lamont brings over 11 years of experience working with wind turbines at Vestas, where he has contributed to advancing renewable energy technologies and supporting the growth of clean energy initiatives. Beyond his passion for sustainable energy, Gary is a devoted family man and a music enthusiast, finding inspiration in both his work and personal life. This blend of professional dedication and personal passions shapes his unique perspective on life and work.

The Trump Administration begins a Section 232 investigation to block foreign-owned wind in the US. Meanwhile, China continues to pull ahead. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime News. Flash Industry News Lightning fast. Your host, Allen Hall, shares the renewable industry news you may have missed. Allen Hall 2025: You know what's happening to offshore wind in America? Ørsted stock down 87%. Revolution wind halted at 80% completion, $679 million in funding canceled across trial projects. But here's what the industry press isn't telling you. On August 13th, while everyone was watching Ørsted Stock collapsed, the Commerce Department quietly launched something else. A Section 2 32, national Security Investigation of Wind Turbine Imports Section 2 32. The same Trade law President Trump used to slap tariffs on steel and aluminum in his first term. The investigation list, 12 criteria for protecting America's wind turbine supply. [00:01:00] Domestic production capacity in port, concentration risks, foreign government subsidies, supply chain security, reading those criteria. You think Washington finally gets it? You think they're building a fortress around American wind manufacturing. But the opposite is true. Chinese wind turbine manufacturers now hold the top four global spots. Goldwind Envision Min Yang Windy, they control 60% of the global market prices 20% lower than Western competitors. Yet in America, these Chinese turbines have virtually zero market share zero. The Section 2 32 investigation isn't aimed. At China, it's aimed at Europe. Siemens ESA dominates US offshore wind Vestas leads onshore in the quote unquote foreign threat. The Commerce Department is investigating it's Danish and German companies building American wind farms. Meanwhile, 7,000 miles away. China [00:02:00] installed 86 gigawatts of wind in 2024 more than the entire US has built in the last decade combined. Germany just canceled their Skara project's. Chinese turbine order after national security warnings. But those same ING Yang turbines, they're spinning right now off the coast of Italy, the only Chinese offshore wind farm in all of Europe. Irony runs deeper while Trump halts European built wind farms citing national security China. Races they had with their everything everywhere, all at once. Energy strategy, building new before discarding the old, as president Xi puts it, China's new energy law prioritizes renewable development while keeping coal as a backup. America's new policy, discard the new, go back to the old. European manufacturers are hemorrhaging money. Siemens GAA posted massive losses. Investors practicing quote unquote commercial [00:03:00] discipline. Industry. Speak for, we can't compete with Chinese prices Today. Orid faces a $9.4 billion rights issue, half funded by Danish taxpayers . But here's what makes this story remarkable. The section 2 32 investigation could actually help Chinese manufacturers. If tariffs hit European turbines, Chinese companies already 20% cheaper, become the only viable alternative, except Trump won't let them in the United States either. So what's the real strategy? Simple. It's kill offshore wind entirely. Make it so expensive, so uncertain that investors flee. The national Security investigation isn't about protecting American wind manufacturing. It's about protecting American fossil fuels. Transportation, secretary Duffy called Wind Projects Fantasy while redirecting funds to real infrastructure translation ports for oil and gas, not [00:04:00] wind turbines.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Dr Peppers Übernahme von Jacobs Krönung, neuen KI-Zoff zwischen Musk und Apple und Verkaufs-Fantasie bei Puma. Außerdem geht es um Kering, Keurig Dr Pepper, Interactive Brokers Group, Walgreens Boots Alliance, JDE Peets, Mercedes-Benz, TotalEnergies, Sanofi, RWE, Allianz, Samsung, Siemens, Orsted, Equinor, Vestas, Nordex, Siemens Energy und GE Vernova. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

"The real challenge that many manufacturers have dealt with for a long time and will keep facing is the shift from mass manufacturing to mass customisation," stated Daniel Joseph Barry, VP of Product Marketing at Configit. In a world that has moved from mass manufacturing to mass customisation, makers of complex products like cars and medical devices face a hidden problem. For more than a century, since the time of Henry Ford, manufacturers have worked in a separate, mass-production mindset. This method in the recent industrial scenario has caused a lot of friction and frustration.In this episode of the Tech Transformed podcast, Christina Stathopoulos, Dare To Data Founder, talks with Daniel Joseph Barry, VP of Product Marketing at Configit. They talk about Configuration Lifecycle Management (CLM) and its importance in tackling the challenges that manufacturers of complex products face recurrently.The speakers discuss the move from mass manufacturing to mass customisation, the various choices available to consumers, and the need to connect sales and engineering teams. Barry emphasises the value of working together to tackle these challenges. He points out that using CLM can make processes easier and enhance customer experiences (CX).What is Configuration Lifecycle Management (CLM)According to Barry, Configuration Lifecycle Management (CLM) is an approach that involves managing product configurations throughout their lifecycle. He describes it as an extension of Product Lifecycle Management (PLM) that focuses specifically on configurations. In today's highly bespoke world, customers are buying configurations of products instead of just the products themselves. The answer isn't to work harder within existing teams but to adopt a new, collaborative approach. This is where Configuration Lifecycle Management (CLM) comes in. CLM creates a single, shared source of truth for all product configuration information. It combines data from engineering, sales, and manufacturing. Configit's patented Virtual Tabulation® (VT™) technology pre-computes all the different options, so there's no longer a need for slow, real-time calculations. Barry says, "It's just a lookup, so it's lightning fast.” This represents a prominent shift that removes the delays and dead ends, frustrating customers and sales staff. Such a centralised system makes sure that every department uses the same, verified information, stopping errors from happening later on. One such company, and Configit's customer, Vestas, a wind power company, automated its configuration process for complex wind turbines that have 160,000 options. By adopting a CLM approach, they cut the time to configure a solution from 60 minutes to just five.Tune into the podcast for more information on the transformational impact of Configuration Lifecycle Management (CLM). TakeawaysManufacturers are transitioning from mass manufacturing to mass customisation.Customisation leads to complexity and challenges in manufacturing.Siloed systems create inefficiencies and reliance on experienced employees.Configuration Lifecycle Management (CLM) can automate and streamline processes.Aligning sales and...

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über ein Dekadenhoch in China, zwei frohe Botschaften bei Novo Nordisk und Rückenwind bei Windkraftaktien. Außerdem geht es um Rheinmetall, Hensoldt, Renk, Leonardo, Thales, Shanghai Composite, CSI 300, Tencent Music, Nio, Netease, Xiaomi, Tencent, Alibaba, BYD, JD, Vestas, Energiekontor, Siemens Energy, Nordex, SMA Solar, Bayer, GoodRX, Duolingo, Pro7Sat.1, Intel, Nvidia, Home Depot, Starbucks, Netlfix, Sixt, CTS Eventim, Nike, Spotify, Live Nation Entertainment, AMC, Amazon, Kyivstar, VEON. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Der var topmøde i Washington om krigen mellem Rusland og Ukraine. Fire blå oppositionspartier vil opbygge et alternativ til SVM-regeringen. Status i Mellemøsten. Det danske erhvervsklenodie Ecco mister to bestyrelsesprofiler. Novo halverer prisen på vægttabs­midler i USA. Vestas undgår et frygtet scenarie.   Vært: Trine Duvander (trine.duvander@borsen.dk)

Vestas vender stort underskud til overskud, men kæmper hårdt i USA. Nykredit lander milliardoverskud, men opkøb af Spar Nord giver fyringer. Venstre fastholder holdning til Ørsted-salg. Bekymring for om Novo-nedtur er Danmarks "Nokia-moment". Også dyrt at handle i Sverige og Tyskland. Merz optimist inden Trumps møde med Putin. Vært: Lasse Ladefoged (lasse.ladefoged@borsen.dk)  

Plus: China will impose a 75.8% tariff on all Canadian canola imports. And, Vestas sees a drop in quarterly orders amid wind-energy uncertainty. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the APAC Wind Energy Summit podcast, Stewart Mullin, CIO at GWEC interviews Morten Dyrholm, Group Senior Vice President, Marketing, Communications, Sustainability and Public Affairs from Vestas about the significance of the Australian wind market, the challenges and opportunities in onshore wind, operational strategies, innovations in hybrid projects, and the importance of regional collaboration in the APAC wind sector. Dyrholm emphasizes Australia's strategic role in renewable energy and discusses the need for improved permitting processes and collaboration among countries in the region to accelerate the transition to renewable energy.

Børsdagen byder på regnskab fra vindmøllegiganten, Vestas, men er investorerne overhovedet villige til at satse på grøn energi? Millionærklubben undersøger sagen og debatterer, om de grønne energiformer kan blive overhalet indenom af atomkraft sammen med aktiechef Michael Friis Jørgensen fra HC Andersen Capital, aktiechef Torsten Bech fra Maj Invest og CEO Thomas Jam Pedersen fra Copenhagen Atomics. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings. In the UK – a look at Europe’s renewable energy sector and Vestas earnings. In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings. In the UK – a look at Europe’s renewable energy sector and Vestas earnings. In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs. See omnystudio.com/listener for privacy information.

Plus: Trump administration ponders more hurdles for offshore wind ... Mining companies turn to renewables ... Another tally of canceled renewables projects ... Vestas pivots to Japan ... Cambridge gets creative with its moneySign up for the Renewable Energy SmartBrief

Nog precies 1 week en dan is het zover: dan verloopt de deadline voor handelsdeals met de VS en eindigt de tarievenpauze van president Trump. Op de valreep probeert Trump er nog zoveel mogelijk deals doorheen te drukken. Zoals vandaag: een deal met Vietnam. Een akkoord met Europa zou ook niet ver weg zijn, al lijkt het er nog niet op dat dat een heel erg uitgewerkt akkoord gaat worden. Verlenging van die deadline zit er in ieder geval écht niet in, belooft Trump. We hebben 'm vaker horen dreigen. Of Trump het nu wél meent, en wat er nog bereikt kan worden in dit ene weekje, bespreken we deze aflevering. We grasduinen ook door Trumps Big Beautiful Bill. De senaat is akkoord, maar heeft wel het nodige aangepast aan de Amerikaanse uitgavenwet, ten gunste van een aantal sectoren. We vertellen je welke, en ook: welke niet. We duiken in de verkoopcijfers van Tesla: die waren opnieuw dramatisch, maar minder dramatisch dan verwacht, dus de koers stijgt. En je hoort wat dé nieuwe beurshotspot van de wereld is. New York wás altijd de populairste plek voor nieuwe beursnoteringen. Maar die tijd lijkt voorbij. Wie de opvolger wordt van de big apple, vertellen we je ook. See omnystudio.com/listener for privacy information.

AstraZeneca, Thyssenkrupp, Stellantis y Vestas, bajo la lupa de Alberto Roldán, profesor de economía de la Universidad Europea.

Finans Update er klar med dagens vigtigste erhvervsnyheder. I dagens udsendelse kan du blandt andet hører om Vestas-aktien, der har fået et solidt comeback, en ny hvidvasklo, der vækker kraftig kritik og en kendt økonom, der sælger sin realtivt nye virksomhed for et tocifret millionbeløb. Lyt til Finans Update og få overblikket på få minutter. Vært: Mads Ring Producer: Mads Ring See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Christoph Kapalschinski und Holger Zschäpitz über die Flaute der Erneuerbaren in den USA, Metas Superintelligenz und ein Risiko für Bayer. Außerdem geht es um Symrise, Zalando, Vestas, Orsted ,EDP Renovaveis, Nordex, HP Enterprise, Juniper Networks, Apple, Moderna, AT&T, Bitcoin, Ether, Solana, Robinhood, Arbitrum, Carnival. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Oracles Cloud-Business boomt. Apples Film geht durch die Decke - IMAX, Formel 1 und Expensify freut's. Bayer leidet mal wieder, Kanada knickt ein, Nordex, Vestas & Co. leiden unter Trump. First Solar steigt. HP Enterprise kauft Juniper. Home Depot kauft GMS. Du bist eine der besten deutschen Aktien und niemand schaut hin. Das ist das Schicksal von Basler (WKN: 510200). Wir ändern es. Vor Glück geschrien hat bei der Zalando-Aktie (WKN: ZAL111) dieses Jahr noch niemand. Ist das die Chance, den Dip zu kaufen? Diesen Podcast vom 01.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

We bespreken met Danny Reweghs de tik van Trump aan de sector van de groene energie en bekijken de impact op aandelen als Vestas en EDP In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht. 

The hosts discuss the recent $62 million funding round for Aerones, Siemens Energy's call for increased offshore wind capacity in the UK, Canada's push for offshore wind with Bill C-49, and the installation of Vestas' 7.2 MW turbine in Germany. And the Coyote Wind Farm in Texas as the Wind Farm of the Week. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here's your hosts, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.  Allen Hall: And welcome back to the Uptown Wind Energy Podcast. I'm here with Rosemary Barnes, Joel Saxon, and Phil Ro. Uh, crazy week. Again, I don't know how else to describe it. The, I was just telling our producer this morning that there's so much news coming out where it seemed like to be a little bit of a lull after the US House bill, but it's picked right back up again. And one of the more exciting things that's happened is A owns closed a $62 million series B. Uh, led by Activate Capital and S two G with, uh, revenue growing at Aeros by about 300% in 2024, and they are getting a lot of requests from [00:01:00] operators in the United States and elsewhere to fix their wind turbine blades. They have been working pretty closely with GE Renova and NextEra. Over the last, what Joel say two years, maybe a little bit longer on a number of problems.  Joel Saxum: Yeah. A couple years they've been doing, uh, bespoke solutions for both of them. They've also been doing their, you know, standard things that they're rolling out to the rest of the market. But I think this is a good thing. In one article that I was reading, there is like a tier one operator starting to adopt it, right? So. Everybody was kind of approaching that robotic thing, like, yeah, it looks like it's the future and, you know, but a little trepid, right? Dipping a toe in or dipping a finger into the water, trying it out. But now it seems like, hey, we got an LEP campaign, coones, we've got this robotics problem we wanna solve, collar owns. So they're starting to get more and more adoption and, and that shows, right, 300%, uh, revenue growth in 2024. So that's, that's huge, right? To, to hit that kind of number. So now it's up to, uh, scaling up. Uh, the only thing that can cap that number is the amount of robots that they can put outta the [00:02:00] factory over there in Riga.  Allen Hall: And we visited their facility in the United States about a year ago. It was just outside of Dallas, near Lake Dallas of all places. And it is a decent sized facility, but at the time we, when we walked around out back, you just noticed a whole bunch of, uh, parking lot spaces with trailers and capabilities for robots and thought, wow, that there's a lot of robot, uh, sitting in the parking lot. And, uh. But then they had, when I asked they, they said, oh, they had a ton of crews already out in the field working. So they do have the ability to get to a number of turbine sites. I, I guess maybe still not enough from what I hear, there's, the demand has gone through the roof.  Joel Saxum: Well, it's, it's a really interesting, or really cool, I guess, opportunity for technicians. So that's one of the things that robotics does is it addresses the technician shortage. You got a technician shortage, great, let's use robots. Then we can start, uh, having that force multiplier, right? Because you could run robots on two turbines from one control van.

This week we discuss uncertainty surrounding the IRA bill, GEV Wind Power's acquisition by Certek, and the sale of an LM Wind Power factory to Vestas. Plus Blackstone is in talks to acquire TXNM Energy, pointing to increase data center demand. Register for the next SkySpecs webinar! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast, brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here's your hosts, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes.  Allen Hall: Well, welcome to the Uptime Wind Energy Podcast, Joel and Rosemary. It's been an exciting week. A lot going on in a, in America in regards to what's gonna happen with the IRA bill. Nobody knows the, it's like, uh, as tense, as tense can be. You, you don't even really see a lot of articles about it at the moment. Everybody's just in, in kind of hold mode, like, hold your breath and hope something bad doesn't happen. Joel Saxum: I think the interesting thing there is when something like this pops up, you would tend to see a lot of LinkedIn opinions and you're not. I think a lot of, a lot of people are kind of moved. They're kind of, [00:01:00] nobody's really saying too much. We're kind of waiting to see,  Allen Hall: yeah, waiting for that spicy take. Usually from Rosemary, but she hasn't written that article yet. It must be coming. Rosemary.  Rosemary Barnes: Well, I haven't been writing a lot of anything on LinkedIn recently. Um, yeah, a bit, I'm bit busy. I got, I got really sick of, uh, LinkedIn as well when I, I over posted for a few months and. I got over it. Started, started to hate it when people would, would write a comment on my post. Yeah. And I'm like, just stop talking to me. Go away. And I'm like, yeah, you were the one who made this post. So you That was my, that was my sign to, um, yeah, to, to move away for a little while. Yeah. But it's also, uh, I mean, you know, like I, it's not a topic that I am an expert in. 'cause obviously I'm, you know, I don't live there, so I'm not, yeah. I have. I have heard a few podcasts talking about it. Um, there's that one. Um, uh, do you guys listen to that podcast? That's, it's like [00:02:00] the original Energy gang crew, but none of them are on the Energy Gang anymore. Now they've got their own new podcast. It's like Dig Ashore. And, um, the other two, sorry, I don't, I don't remember their, their names. Joel Saxum: They just started  Allen Hall: that one.  Rosemary Barnes: It's called, maybe it's called Open Circuit.  Allen Hall: Oh, maybe I have, yes, I know what you're talking about.  Rosemary Barnes: It, it's really good. It's very, uh, it's too American Central for me to listen to every episode, but for, you know, Americans then, I'm sure that that's, uh, that's good. Um, they, they speculate a fair bit about it. Um, and also the, um, podcast that has Jesse Jenkins on it, which is called Shift Key, um, they talk about it a bit as well. So I have, I have heard a fair few takes on it, but, um. Yeah, I don't know. I'm, I'm waiting to see, to, to be honest, as a non-American, I've just written off American Wind Power for the next few years and, uh, you know, just like, wait, wait, wait a little while to like, uh, get started again. But it, you know, it doesn't affect me so much. I don't, I, I don't have [00:03:00]projects in America. Um, so I. Not affected day to day,  Joel Saxum: a and a half a dozen part load leads that I was in a hand,

Ifølge Wall Street Journal har USA's regering bedt sine efterretningstjenester om at øge spionagen i Grønland. Indien angriber mål i Pakistan. Kina og USA indleder forhandlinger i handelskrig. Vestas belønnes af investorer trods usikkerhed om USA. Pandora slår rekord, men nedjusterer en spids. Medicinfabrik lukker i København. Teslas brand styrtdykker og salget falder tungt. Carney slår fast overfor Trump, at Canada ikke er til salg.  Vært: Lasse Ladefoged (lala@borsen.dk)

Fuld gang i rapporteringen fra de danske selskaber tirsdag, der bringer nyt fra Vestas, ISS, Coloplast, ALK, DFDS og - sidst på dagen - Demant. Millionærklubben tjekker stemningen og tager desuden en tur forbi oliepriserne, der efter sidste nyt fra OPEC+ viger i pris. I studiet: Lau Svenssen og Bodil Johanne Gantzel.See omnystudio.com/listener for privacy information.

Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben joins from Brazil, where preparations for COP30 are already underway.As GWEC has just released its flagship Global Wind Report 2025—a must-read for anyone serious about the energy transition—they reflect on wind power's progress. While the sector has continued to grow, it's been outpaced by solar and storage, grappling with supply chain bottlenecks, technical hurdles, and an all-out culture war driven by fossil fuel interests and political headwinds.The discussion covers the recent struggles of the U.S. offshore wind sector (recorded just before the devastating cancellation of Equinor's Empire Wind project, a move we, unfortunately, saw coming).We also dive into China's meteoric rise, now dominating two-thirds of the global wind market with players like Goldwind, Envision, Windey, and Mingyang—now surpassing Western stalwarts such as Vestas, Siemens Energy, and GE Vernova.Despite the noise and negativity—what Laurent refers to as “the enemies of freedom”—there's reason to stay hopeful. Wind remains a cornerstone of clean, secure, and locally sourced energy in many regions.Check out the full Global Wind Report 2025 from GWEC here: https://www.gwec.net/reports/globalwindreport

The first Vestas V236 15 MW turbine has been installed offshore, GE Vernova makes significant improvements in wind for Q1, and Siemens Energy has an upgraded outlook following strong performance from Siemens Gamesa. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime News. Flash Industry News. Lightning fast. Your host Allen Hall, shares the renewable industry news You may have missed. Allen Hall: The first of 64 Vestas V 2 36 15 megawatt wind turbines has been installed at EnBW's He Dreiht project off the coast of Germany. This March the first time Vestas' flagship turbine has been installed at an offshore wind farm. Uh, the installation is being carried out by Cadeler's Vessel Wind Orca, which recently completed similar work at Scotland's Moray West Wind Farm. According to ENBW with a total output of 960 megawatts, HDR is Germany's largest offshore wind farm, currently under construction, and will produce enough electricity to supply an equivalent of 1.1 million households. The project is expected to start operation in late 2025. [00:01:00] GE Vernova reported significant improvements in its win segment for the first quarter of 2025. While wind orders decrease 43% organically to 640 million driven by lower onshore wind equipment in the US, revenues increase 13% to $1.85 billion driven by higher onshore wind equipment deliveries, and improved pricing. The company invested more than $100 million to improve performance in its approximately 57,000 wind turbine installed base, and terminated. Its last remaining offshore wind supply agreement. Is proceeding towards completion on both Vineyard, wind and Dogger Bank for its 2025 Outlook. GE Vernova expects wind organic revenue to be down mid single digits with segment EBITDA losses between 200 and 400 million. Siemens energy, ags win business. Siemens Gamesa continues to outperform expectations with its lost before special items [00:02:00] narrowing to 249 million euros in the second quarter of fiscal year 2025. This marked an improvement fund, 446 million Euros a year ago and outperformed analysts consensus estimates of 342 million euros. Revenue grew 16.2% on a comparable basis to 2.71 billion euros, beating forecasts of 2.38 billion euros while orders declined marginally year over year to 875 million euros. They still exceeded consensus expectations. Siemens Energy is working to turn Siemens Gamesa around aiming to reach break even in fiscal year 2026. Now, following these better than expected results, Siemens Energy has upgraded its full year outlook now forecasting comparable revenue growth of 13 to 15% for the overall company with Siemens ESA expected to record revenue growth of zero to 2%, improve from the previous forecast [00:03:00] of negative growth. And that's gonna do it for this week's news flash. Stay tuned for the Uptime Wind Energy Podcast tomorrow.

Handelskrig kan oversvømme Europa med kinesiske varer. Kinas præsident skriver til medie, at handelskrige og toldkrige kun ender med tabere. Vestas-topchef deler sit syn på fremtiden. Ny guldfeber. Et dramatisk farvel til Orderyoyo på børsen. Fornyet frygt for en recession har udløst dybe kursfald på aktiemarkedet.   Vært: Trine Duvander (trdu@borsen.dk)

In this episode, Allen discusses Nordex's successful Q1 2025 turbine orders, Ørsted's innovative suction bucket jacket foundations in Taiwan, and Europe's proposed offshore wind deal aiming for 100 gigawatts by 2040. Fill out our Uptime listener survey and enter to win an Uptime mug! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Newsflash, industry News Lightning fast. Newsflash is brought to you by IntelStor. For Market in intelligence that generates revenue, visit www.intelstor.com. Leading off the week German wind turbine manufacturer, Nordex secured orders for 2100 megawatts of turbines in the first quarter of 2025. A 5% increase from the same period last year. The company received contracts to deliver 337 wind turbines for projects across 10 countries with Turkey, Germany, Finland, Latvia, and Brazil being the largest markets. The average sales price increased slightly to 870,000 euros per megawatt from 850,000 euros per megawatt a year earlier. CEO Jose Louise Blanco expects this positive momentum to continue throughout 2025. Nordex has installed approximately 57 gigawatts of wind [00:01:00] power capacity in over 40 markets globally, and operates factories in Germany, Spain, Brazil, India, USA, and Mexico. The first suction bucket jacket foundation has been installed at Ørsted's Greater Changhua 2B and 4 Offshore Wind Farm Site in Taiwan. The 920 megawatt project will comprise 66 Siemens Gamesa 14-236DD wind turbines all mounted on suction bucket jackets foundations. This marks the first large scale use of this foundation type in the Asia Pacific region. According to Ørsted, the suction bucket jacket design minimizes seabed disturbances, generates almost no noise during installation, and can be fully removed at the end of the wind farm's life. The foundations are being installed by Heerema Marine Contractors, heavy lift vessel Aegir and supplied by HSG Sungdong in South Korea and Petrovietnam Technical Services Corporation in [00:02:00] Vietnam. Europe's wind industry has proposed a new offshore wind deal calling on European governments to auction at least 100 gigawatts of new offshore wind capacity between 2031 and 2040. The proposal announced at Wind Europe's annual event in Copenhagen. Recommends using two-sided contracts for difference to provide revenue, stability, and reduce investment risk. The plan calls for more coordinated offshore wind development among European countries with capacity evenly distributed over time at approximately 10 gigawatts annually. In return, the industry commits to reducing offshore wind costs by 30% by 2040. Major developers and suppliers, including Ørsted, RWE, Vattenfall Iberdrola, Vestas, and Siemens Gamesa have signed the proposal pledging to invest in projects, manufacturing capacity and workforce development.

De nye toldsatser på varer til USA træder i kraft i dag. USA hæver told på varer fra Kina til 104 pct. 1039 varer undtaget told, herunder varer for 15 mia. kr. fra Danmark. Linak-ejer har aldrig set noget lignende. Finanskæmper frygter flere aktiefald og recession. Vestas-topchef kalder geopolitisk uro markant. Arla køber tysk mejeri og bliver Europas største. Lars Aagaard ser ud til at blive reddet. Melding om kinesiske tropper i Ukraine. Vært: Lasse Ladefoged (lala@borsen.dk)

Allen discusses the WindEurope 2025 conference in Copenhagen, EDP Renewables' equipment sale in Colombia, RWE's rescue exercise in Germany, and the milestone of U.S. renewable energy surpassing coal. We also highlight Oklahoma's wind energy growth and the UK's Rampion Two offshore wind farm expansion. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, LinkedIn and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Newsflash, industry News Lightning fast. Newsflash is brought to you by IntelStor. For Market in intelligence that generates revenue, visit www.intelstor.com. Speaker: Well, this week the Premier Annual Wind Energy Conference and Exhibition Wind Europe 2025 kicks off from April 8th to 10th at the Bella Center in Copenhagen. With over 15,000 attendees and more than 550 exhibitors at the event. This year's conference is going to be huge. It's going to have over 350 speakers covering wind Energy's role in the future of energy systems sectors. Coupling through electrification and power to X technologies for decarbonization. Now students receive free entry and can participate in a dedicated program exploring careers in the industry. Rosemary Barnes and I will be attending wind Europe this week, so if you'd like to be on the podcast, please meet with us on the show floor. Over in Columbia, EDP renewables is selling equipment earmarked for its alpha and beta wind farms as part of its exit from Columbia. The Portuguese company is auctioning 90 complete Vestas V 1 62, 5 0.6 megawatt units through its Spanish portal. The auction includes nacelles, hubs, powertrains, 450 tower sections and 270 blades. And all the turbines have been maintained by Vestas and audited by an independent certified company. If you're interested in these 90 turbines, reach out to EDP renewables for more details. RWE recently conducted a six hour rescue exercise at its North Sea Ost Offshore wind farm in Germany, simulating various emergency scenarios. The company temporarily suspended operations to practice rescuing injured technicians under real conditions, uh, scenarios included evacuating and injured worker from inside a turbine and rescuing a technician [00:02:00] from a service vessel. The exercise was planned in collaboration with the German Association for Maritime Emergency Management and involved a rescue helicopter and paramedics. A new report from Global Energy Think tank. Ember shows renewable energy from wind and solar generated more electricity in the US than coal last year, a first since coal peaked in 2007. Coal generation has fallen to a historic lows of 15% of total usage while wind and solar produced 17% of the nation's electricity. In the middle of the United States, Oklahoma now generates about 41% of, of its electricity from wind and solar outpacing coals since 2016. Now this transition continues despite state legislators considering bills that would restrict the location of new renewable energy projects. Over in the uk the Rampion two offshore wind farm off England's Sussex coast has received government consent to add up to 90 new wind turbines. The expansion project will nearly double the [00:03:00] size of the existing 116 turbine facility. Developers say the enlarged wind farm could power over 1 million homes and reduce carbon emissions by about 1.8 million tons annually. Construction is planned to begin in 2027 with completion expected by 2030. 

This week, we cover the unionization of Vestas technicians in Michigan, and research revealing significant blade damage occurs in short but intense weather events. At the Atlantic Shores offshore farm, an environmental permit was remanded by a judge. Dermot Wind Farm in Texas, also known as the Amazon Wind Farm, is our wind farm of the week. Register for the start of our webinar series with SkySpecs! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast, brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here's your hosts, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes. Allen Hall: Before we start the program this week on March 26th. At 11:00 AM Uptime sits down with Josh Goryl CRO of SkySpecs, and their newly appointed CEO Dave Roberts for an exclusive conversation in our new joint webinar series. You may have heard about Dave recently stepping into the role. Now's your chance to hear from him directly and we'll dive into what's new at SkySpecs, the latest industry insights, and what their newest announcement means for the future of wind turbine inspections. Wind o and m. And asset health management, so don't miss it. Tune in on March 26th, 11:00 AM Eastern, and we'll include the webinar registration link in the show notes. Up in Michigan, wind turbine technicians who perform operations and maintenance on Vestas turbines have voted to join the Utility Workers Union of America. Marks the first Vestas wind technicians in North America to unionize. The 11 member group voted nine to one, so someone abstained obviously in favor of organizing and will become members of the UWUA local 2, 2 3, which also represents winex at DTE in Michigan. Now these workers are responsible for operations and maintenance on about 120 odd turbines, including MCE. So Joel, this one's a little unique and maybe 'cause it's Michigan unions are really strong in Michigan, have been for a hundred years. 'cause the auto workers, and this seems like an outgrowth of that, but what is the relationship with Vestus in unions? Is that something that they have done in Europe quite often and this is just carrying over into the United States? Or is this. An American move. Joel Saxum: I think it's an American move. If you look at the state of Michigan, like you said, auto workers are there. They're heavily unionized. And because they're heavily unionized and that state has looked at them as, they do well. It's in good middle class incomes and, that, that's driven some progress over the last a hundred years in Michigan. My, some of my in-laws are from Michigan and they're boilermakers and they're all unionized. And when they say get that union job, they've got it. They've made it right. So I understand the city or the state of Michigan and some of the ideas around there. And I think that if you, in wind, if you were to pick a state that would've unionized first. Michigan would be at the top of your list probably. So I don't think it's a Vesta thing necessarily. I think this is a local Michigan thing, but I don't also believe, Vesta is being a Danish company and they have, a lot of trade representation there from in all trades in that northern part of Europe. I think that's, it's not abnormal to Vestas either. It's probably abnormal to Vestas. United States Management, but Vestas as a company, eh, pretty standard thing. I'm curious to see what their package looks like, because now we're in this era of IRA bill things, right? So we,