Podcasts about Vestas

Allen delivers the 2025 state of the wind industry. For the first time, wind and solar produced more electricity than coal worldwide. The US added 36% more wind capacity than last year, Australia’s market hit $2 billion, and China extended its 25-year streak of double-digit growth. But 2025 also brought challenges: the Trump administration froze offshore wind projects, Britain paid billions to curtail turbines, and global wind growth hit its lowest rate in two decades. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: 2025, the year the wind industry will never forget. Let me tell you about a year of records and reversals of triumphs and a bunch of turbulence. First, the good news. Renewable energy has done something historic for the first time ever. Wind and solar produce more electricity than coal worldwide. The energy think tank embers as global electricity. Demand grew 2.6% in the first half of the year. Solar generation jumped by 31%, wind rose nearly 8%. Together they covered 83% of all new demand. Coal share of global electricity fell to 33.1%. Renewables rose to 34.3. A [00:01:00]pivotal moment they called it. And in the United States, turbines kept turning wood. McKinsey and the American Clean Power Association report America will add more than seven gigawatts of wind this year. That is 36% more than last year in the five year outlook. 46 gigawatts of new capacity through 2029. Even Arkansas by its first utility scale wind project online through Cordio crossover Wind, the powering market remains strong. 18 projects will drive 2.5 gigawatts of capacity additions over the next three years. And down under the story is equally bright. Australia’s wind energy market reached $2 billion in 2024 by. 2033 is expected to reach $6.7 billion a growth rate of nearly 15% per year. In July, Australian regulators streamlined permitting for wind farms, and in September remote mining operations signed [00:02:00] long-term wind power agreements while the world was building. China was dominating when power output in China is on track for more than 10% growth for the 25th year in a row. That’s right, 25 years in a row. China now accounts for more than 41% of all global wind power production a record. And China’s wind component exports up more than 20%. This year, over $4 billion shipped mainly to Europe and Asia, but 2025 was not smooth sailing, as we all know. In fact, global wind generation is on track for its smallest growth rate in more than 20 years. Four straight months of year over year. Declines in Europe, five months of declines in North America and even Asia registered rare drops in September and October. The policy wind shifted too in the United States. The Trump administration froze offshore wind project work in the Atlantic. The interior [00:03:00] Department directed five large scale projects off the East Coast to suspend activities for at least 90 days. The Bureau of Ocean Energy Management cited classified national security information. That’s right. Classified information. Sure. Kirk Lippold, the former commander of the USS Coal. Ask the question on everyone’s mind. What has changed in the threat environment? Through his knowledge, nothing. Democratic. Governors of Connecticut, Rhode Island, Massachusetts, and New York issued a joint statement. They called the pause, a lump of dirty coal for the holiday season, for American workers, for consumers, for investors. Meanwhile, in Britain, another kind of problem emerged the cost of turning off wind farms when the grid cannot cope, hit 1.5 billion pounds. This year, octopus Energy, Britain’s biggest household supplier is tracking it payments to Wind farms to switch off 380 [00:04:00]million pounds. The cost of replacing that wasted power with. Gas 1.08 billion pounds. Sam Richards of Britain remade called it a catastrophic failure of the energy system. Households are paying the price. He said, we are throwing away British generated electricity and firing up expensive gas plants instead. In Europe, the string of dismal wind power auctions also continued some in Germany and Denmark received no bids at all. Key developers pushed for faster permitting and better auction terms. Orsted and Vestas led the charge. And in Japan soaring cost estimates cause Mitsubishi to pull out of three offshore projects. Projects that were slated to start operations by 2030. Gone. The Danish shore Adapting Ted, the world’s largest offshore wind developer sold a 55% stake in its greater Chiang two offshore Wind Farm in Taiwan. The Buyer [00:05:00] Life Insurance Company Cafe, the price around $789 million. With that deal, Ted has signed divestments, totaling 33 billion Danish crowns during 2025. The company is trying to restore investor confidence amid rising costs, supply chain disruptions, and uncertainty from American policy shifts. Meanwhile, the International Energy Agency is sounding the alarm director, Fadi Beal says Solar will account for 80% of renewable capacity growth through the end of the decade. And that sounds about right. So it’s got a bunch of catch up to do, but policymakers need to pay close attention. Supply chain, security grid integration challenges and the rapid rise of renewables is putting increasing pressure on electricity systems worldwide. Curtailment and negative price events are appearing in more markets, and the agency is calling for urgent [00:06:00] investments in grid energy storage and flexible generation. And what about those tariffs? We keep reading about wood McKenzie projects. Tariffs will drive up American turbine costs in 2026 in total US onshore wind capital expenditure is projected to increase 5% through 2029. US wind turbine pricing is experiencing obviously unprecedented uncertainty. Domestic manufacturing over capacity would normally push down prices, but tariff exposure on raw materials is pushing them up. And that’s by design of course. So where does this leave us? The numbers tell the story. Renewables overtook Coal. America will install 36% more turbines. This year, Australia’s market is booming. China continues. Its 25 year streak of double digit growth, but wind generation growth worldwide is at its lowest in two decades. And policy reversals in America have stalled. [00:07:00] Offshore development and Britain is paying billions to turn off turbines because the grid cannot handle the power. Europe’s auctions are struggling and Japan’s developers are pulling back and yet. The turbines keep turning. You see, wind energy has had good years and bad years, but 20 25, 20 25 may be one of the worst. The toxic Stew Reuters called it major policy reversals, corporate upheaval, subpar generation in key markets, and yet the industry sees reasons to expect improvement changes to auction incentives, supply chain adjustments, growing demand for power from all sources. The sheer scale of China’s expansion means global wind production will likely keep hitting new highs, even if growth grinds to a halt in America, even if it stays weak. In Europe, 2025 was a year of records and reversals. The thing to remember through all of this [00:08:00] is wind power is low cost power. It is not a nascent industry. And it is time to deliver more electricity, more consistency. Everyone within the sound of my voice is making a difference. Keep it up. You are changing the future for the better. 2025 was a rough year and I’m looking forward to 2026 and that’s the state of the wind industry for December 29th, 2025. Have a great new year.

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

Allen and Joel are joined by Gregory Kocsis, lifting technology expert, to discuss the gap between European and US crane operations. They cover multi-brand blade handling tools, up-tower cranes, and why the aftermarket service sector is driving innovation in major component replacements. 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: Greg, welcome to the program. Joel Saxum: Thank you guys. Nice to meet you. Allen Hall: we have a lot to talk about today. there’s so many heavy lifts. Complex lifts on ships, lifts on, and mountaintops lifts in really odd places. it’s getting more complicated as we go along, and obviously Joel and I talked to a lot of operators and one of the things they complain about more recently is, Hey, we’re having trouble with lifts and we’re having damage that we didn’t have in the past. And it’s complicated, and the access to cranes is more complicated. Everything’s become more complicated. What are some of the issues that you see on the other end of the spectrum, being in that [00:01:00] business? Gregory Kocsis: Yeah. Basically what I see that, so I, I work both, in the last decade in both US and Europe. and I can see that there’s no lack of technologies. there’s a lot of tech that’s, solving a lot of issues. but mostly what you can see that there’s a slight gap. I would say that, There’s two, two prong. the US it seems, some of the farm are really big, and that’s good for scale. but the, technologies are a little bit behind, I would say 10, 15 years sometimes. so that also means that the. The solutions that they use to, to change a blade or change a gearbox or how to lower a full, rotor, it’s always, lower tech and based on practicalities. Joel Saxum: Greg, why do you think that is? Do you think it’s just simply because, yeah, like the eu, so you’ve done a lot of work in the eu, of course, onshore, offshore, and globally. But in the EU it [00:02:00] seems like tighter quarters maybe, harder to get around some of the wind farms. Is, does that drive some of the difference in innovation? Because like you said, you there’s the innovation is there, the tooling is there. The EU has been doing it for a while. It’s just that in the states it seems like we’re more, for lack of a better term, like agricultural about things. It’s kinda Hey, this has worked for 40 years, so this is what’s how we’re gonna do it. Gregory Kocsis: Yeah, it’s always some, nature driven forces are there. So in the, in, for example, if you look at Germany, there’s, a lot of owners and the size of sites are three turbines, four turbines. And if you look at the platform that’s available around turbine is very limited. I was also on a site last year in, North Germany where basically, the truck could park right next to the turbine, but they had to clear some trees, in order to, make sure that they can put the full rotor down. Because since, since they installed it, forest grew, [00:03:00] much, much more. That was another case in, Rotterdam when we were right next to the channel and they had to, close the road. that was, docking. To the ships, back and forth every, half an hour when they had to lift the blade and it was going across the road. So when you’re in situations like this and there’s not a lot of space around the turbines, you have to start thinking that, how can we do this quicker? How can we do this safer? Because you can see that there’s a lot of planning that goes, with this as well. And then you need to make sure that, it’s more predictable, what you’re doing. So I think that. That’s one of the main driver for these technologies. if I put it simple terms that the more single crane operation for MCRs, and technologies that allow a single crane exchange, is, more pushed because of this rather than in the US where you can get maybe two smaller, cranes and then you just sling it, [00:04:00] and then take it down with two cranes. Joel Saxum: Yeah, you’ve got all kinds of space, right? Half of our wind farms are in pasture or farm fields. I wouldn’t say half. We say the majority of our wind farms are in pa pasture, and you’ve got space. The only thing limiting you is, how big the pad is really Right. And bring some cribbing in. You can basically get done with the same technology you’ve been using for cranes for years and years and with that as well, I think that, one of the things we talked about in our kind of, chat off air was. the workforce over here is a little bit different as well. So the workforce over here is sometimes a, a slinger or someone who’s holding a tagline. They got a green hard hat on, and they’re a warm body because they need people, they need help. because we’re doing things at such scale. Whereas in the eu, that’s just not the case. you’re not gonna be allowed to be around operations like that unless you’ve been thoroughly trained for a couple years. And, so, that situation with the workforce is a little bit different. So it’s almost easier to not be [00:05:00]consistently and continuously innovating and training people on new things. But with that, we’re, leaving ourselves behind in the game, right? There’s cost savings to be had, there’s time savings to be had that we’re just not harvesting. Gregory Kocsis: Yeah, absolutely. And as you mentioned that the, benefits in, Europe at these, lower scale, that also allows that, some of these smaller ISPs, they can excel what they’re doing. So they can have a crew of 10, 15 people and they focus on, some turbines, but they. When they do a campaign, that doesn’t mean that they have to go through a hundred turbines. They, do one disassembly or two disassembly or three, and it just stays at that scale. So they can actually manage to get by with the smaller crew and then really, get really experienced, on this. While I think in the US there’s quite a lot of push on. We cannot just do one. Because if you look at the size of sites, there’s [00:06:00] also one site consists between 80 and 120 turbines. And if you draw an an area that, let’s say a two hour driving range that can summarize 2000 turbines. And that also means that when something happens there, you also wanna do it at scale. So you cannot get away with 10, 15 people you need. 30, or you need five, five different crews. And then where can you get these people? How quickly can you train them? And I think that’s actually the good thing is that if we could manage to, to, pull the experience that we have in Europe, that would be good to scale it up because that’s the drawback of Europe, that when you, once you have something great. You cannot scale it up and then put a specialized tool cost above or across, 2000 turbine exchanges. Allen Hall: Is there a movement to bring more technology over from the eu, particularly because, the tools are a little more specialized, [00:07:00] but you’re reducing risk. Is it just that, the larger wind farms, be it in the United States, be it in Australia or there’s a lot of places on the planet where the wind farms are big Brazil. Another case in point, are there cases where it needs to have more technology transfer? They’re doing it a certain way. In Germany, it’s cleaner, more efficient. It takes those people to do it. It’s safer, it’s repeatable. Have we just not broached that yet? Because it doesn’t seem like there’s a lot of technology transfer in terms of lifts from the EU to many other places. Gregory Kocsis: I think the main, if you look at it that what is the driver on this is who’s responsible for an MCR operation. And if you look at the turbine’s lifetime, it’s all about. Who’s, responsible for the service. And in us, typically the turbine, especially next era, likes to buy new turbines with zero, zero involvement from the OEMs they want to [00:08:00] take over from the get go. and then typically in, in Europe we have, 10, 15 or whole, lifetime service contracts. if you look at a pie that who, takes care of the turbine? I would say that. 40% is, in the hands of, the asset owners or ISPs. and that’s also growing. So I think it was, would make that estimated that 40% will, will shift towards, 60. So that, that is the drive that I can see that more of this chunk is getting, getting bigger. And you can see players that are already globally existing, like Deutsche intech, that. That’s quite big in the US and Europe that they started to do that transition, and then take that technology that they could experience in different sites and then put this to the service side. But that’s, the difficult part, that even though that slice is [00:09:00] fairly big, it’s spread across small companies. And as a small company, if you pick one in Denmark or you pick one in the Netherlands, for them to collaborate on a project or assist on a project in US or Australia or Brazil, it’s quite costly. So then the question comes at who’s. Who’s footing the bill? is it the service company? Is it the asset owner? Is the crane company chipping in? Or how is the collaboration working? And there’s no rule of thumb that applies everywhere for these. So it’s case by case that how, big is it? How many turbines are we talking about? What kind of turbines, how far are we out in the service contract? Joel Saxum: It brings in a couple of questions, right? Why are we having this block of, lifting and crane operation innovations? Is it when the OEMs are responsible? They have, they know their say blade types, they know their hub types. They know their MCE, they know their drivetrain components, so they know and they have the designs [00:10:00] and the drawings of what their existing tooling needs would be or how to connect to them. So they’re able to build out these tools that work for them Now. Going from that to being a, say a crane company or an EPC building turbines. You are building multi-brand turbines, multi-brand sites. Not only multi-brand, but multi-unit, different technologies, different blade types. So all of your fixtures need to be different and there’s not very many universal tools out there. how do we get to the point where we can build more universal tools or more tooling that can work for everybody? Gregory Kocsis: Yeah, definitely. I think it’s. The OEMs are holding all the cards, on this one. So that, that also means that when you’re under a service contract, then that means that the OEM as you said, they have the tooling, they have the work procedure, and, in this case, if you try to imagine the MCR, it starts with. What parts do you have to shut down in the turbine? What do you have to disconnect? What do you have to plan on the ground? So [00:11:00] we could isolate it and talk just about the tools. and that was actually part of my work in the previous company that I worked at. We, tried to figure out that what kind of universal tools, can we make for these, purposes, but we also face the fact that many of the ISPs that are coming, they have the demand for, can you give me a Swiss knife that solves everything? And I have nothing from the OEM. So where should we get that? How heavy is that hub? where are the lifting points on the blade? Where is the COG? and then these lack of informations that are difficult together on the market. and the OEM is not really keen to share it either, Allen Hall: but why wouldn’t they want to share that information? Greg? I’m trying to understand where they’re coming from. It would make everybody’s life easier. And lower the cost of operation. If they had standardized lifting points, particularly like generators and gear boxes, that would make a lot of [00:12:00] sense to me. It’s like any other industry where there’s hoists and lifts that are standardized, but in wind, endeavor seems to come across that way. Everybody’s got their own specialized design, don’t they? See the revenue. They could generate from that, that, or the lower the cost that their, customers would have to, put out for lifts and repairs by making it standardized. And, where’s the IEC committees in all this and dvs of the world? Gregory Kocsis: they can definitely see the money, and I think that’s, the big issue, because they, like to earn money as well. So if you look at. What is an OEM earning on selling turbines? Its OTs. What is the OEM Earning on service contracts. That’s where the dough is. So they like these as well, and this is monetizing the market that. They like that they control these kind of information because that drives the, let’s say, the desperate customers to fall back on the [00:13:00] safety net of an OEM service contract. so it would be actually the disadvantage, in the short term, with the current business model. for the OEM if they would open up a little bit more. On the other hand, I think right now we have a lot of, asset owners that grew quite big, like EDP, next era that have, a lot of, turbines. it’s for, many years now. So some of the fleet, if you look at the old vest, V 40 sevens, I think. But NextEra has couple thousands of them. that also means that they have a lot of knowledge on these legacy turbines as well. The knowledge is there, the OEMs, but there’s no clear drive on why should they open up. and there’s a knowledge, bulk of knowledge at the service providers like Deutsche Technique. There’s a bulk of knowledge, with big, asset owners. But this is not shared across and there’s no consensus of, [00:14:00]let’s look at it, how we can, make tools that are better. Because I think the, business model is missing that. How can we make sure that everyone will benefit from this? Joel Saxum: Yeah. It was like we, we talked about off air as well. the, when we talk lifting, what also goes hand in hand with lifting is transportation fixtures. and I’ve heard stories of heavy lift vessels having to completely cut off and reel on new fixtures to ship new blades. And that just seems like what a waste of money, time and effort. of course people are making money doing that, but at the end of the day, that hurts LCOE for wind in energy, right? Because there’s just more cost put into the supply chain that doesn’t. Really need to be there or shouldn’t need to be there. so I, I would like to see us get to the stage where we’re doing, where we have some multi-brand tools or some universal tools in the lifting world. and so that’s a question I wanna ask you then, Greg. we’ve been [00:15:00] talking in generalities around some things. Can you share with us some of these tools that we may not know in the states that exist in the EU that you guys are using? Gregory Kocsis: Yeah, for sure. Yeah. The way I look at it. And then you said it’s also, connected with cranes, is that if you look at some numbers, there’s 35,000 crane call outs globally. Every year where the crane has to go on site and then some of these big things have to be lifted. Now, this is not including the offshore vessels. and that, if you look at these and break down the numbers, you have to lift something that’s big. out of these 35,000, 15,000 would be. Blades or blade bearings. So that means that you have to do something with the blade. You have to take off the blade for the blade’s sake, or you have to take off the blade for the, bearing’s sake. And then the other, tent and, thousand is for the, transformer. so the [00:16:00] generator, and the gearbox, that these are the big things. I think, as you said, blade damage is the most. Particular thing that you shouldn’t break and it’s easy to break is the blades. So that was the primary focus also, with, some of the company that has worked before. So the one of these universal blade handling tools, that we have, different, solutions from, Germany, a couple of them from Denmark, that the premise is that you can have a single crane and then, the blade tool itself. can either adapt, to the blade itself or there’s some slight modifications that you have to do and then it can handle multi-brand. So that would mean that you have one tool and it can handle a range of blades. Allen Hall: That, that seems like an obvious win for an operator or groups of operators in a certain location like Texas where there’s are variety of turbines.[00:17:00] If I had a multi-brand blade lifting tool, why? Why hasn’t that seen wider adoption by a number of operators? Just basically saying, Hey, everybody, throw in 20% of the cost and we’ll just park this tool in the middle of Texas when we need it, we’ll just pull it out. Seems, that seems obvious, but it hasn’t happened. Gregory Kocsis: If, you look at the tech level of such a tool comparing to the tech level that they used to on a daily basis, it’s, that’s where the gap is because if, they have a tool that’s, you start including it, there’s self-balancing system in it, there’s hydraulics in it, and they. Then they know that then someone needs to know about this. Who’s gonna be that? Is it their own guy? Or is someone coming with the tool every time that they use this? On the good side, we can see that, for example, Vestas made their tools for Vestas blades. and then they, instead of, a universal seating, they use [00:18:00] proprietary seating for each blade. you know what you’re. You wanna lift, you prep the tool accordingly, and then it’ll fit so that works for Vestas. And I think more and more crews are, are using these, Vestas technologies, but I think that. The cool thing would be that to have these tools and start using the tools that are not just, for one OEM, but try to utilize these, multi, multi-brand sites and, make sure that, couple of these tools available. So you also have, resilience that if something breaks down that the whole project is not dying. Yeah, I would say the gap based on the tech availability and the learning curve itself, how to do it is, that’s the most thing that holds it back. Joel Saxum: Let me get, your opinion on a couple other technologies here as we’re talking lifting technologies. up tower cranes have been, I wouldn’t say it, it’s not a resurgence, it’s a, it just [00:19:00] splashed under the scene here in the last few years. You got a couple companies doing it and some doing it offshore, some doing onshore. we’ve spoken to a few of ’em on the podcast. What’s your opinion on the usage of these things and where they’re good, where what, what pros, cons they have? What are your thoughts? Gregory Kocsis: I think it’s great. I, back in the day when I was at the Danish Trade Council in 2019, I think it was, back then when RA started to have this project with Aon back then, now RWE, where they bought one, and they said that, We’ll start testing this. We are gonna be the pioneers in this because on paper, it works really nice that you have less containers moving around, less, setup, less footprint of the crane itself. I think with these, if we’re talking about theile cranes, it has its place where it makes. Most sense. So for example, one, one case that I’ve heard that, the [00:20:00] northern, part of the country and also in Canada, there, there could be some times of the year when the roads are shut down and then you cannot carry these heavy loads. and then moving around one of these up tower cranes, it’s easier. so it’s not gonna be delayed by weather. So definitely for these that you would have a case that. For the next six to seven months, your crane is not available because we cannot transport it. Then you can swoop in with this and definitely solve it. it does need some setup time, so when, the site is fairly close, and the pads are close to each other, moving a conventional crane from site to site is actually easier, than p this down and move it to the next. So it also depends on how many, how many turbines do you want to take care of in the region? Joel Saxum: Yeah. I think large campaigns, it’s tougher to justify them for, they don’t work as well. but one-offs, access [00:21:00] issues. smaller, quicker things. they’re definitely a use case for ’em. Gregory Kocsis: Another thing I’ve seen it, I think a year ago it was not in, in Spain, that they also looked at a technology that how you can, for example, lower the blade, utilizing a fixture in the hub, that you just bring this small thing up and use the turbine itself as its own fixture to lower this. And that would mean that you have. a hoist, on the top. And then you just need a smaller mobile crane, on the bottom to tip the blade when it comes down. I think these are also very cool things because that means that you don’t need the whole, big multi, multi container big cranes to, to set up for, the smaller thing. And if you need to take care of one blade, when there’s no unbalanced road or no crazy thing, you just need to do a blade bang exchange. Then this could also save, a lot. But, that [00:22:00] also comes to the same book that this is fairly new and this is even newer than the up tower cranes. So we’re talking about, this is, let’s say in still in the prototype phase when they testing the first editions, in the past two years. Allen Hall: So will we see more, new technology coming outta Europe, or is the demand going to. Drive the technology where there’s turbines going in. I’m thinking of Australia. We’ve talked to some operators there, they’re gonna use some innovative techniques to assemble towers that have been around several years, and no one in Europe really has taken advantage of it in the states, not even thinking about it, but the rapid expansion in large farms in Australia, is that where the hot center’s gonna be for lifting in new technology over the next couple of years? Gregory Kocsis: I would say so, Allen Hall: yeah. Gregory Kocsis: Australia is also an upcoming market for these. but as we talked about what drives this, [00:23:00] it, it will be driven by where is the most independent service provider or where is the most contracts that are run out of the OEM and the asset owner took the liberty that we are gonna take the decision and we are gonna, we are gonna test this. Allen Hall: So that’s just very interesting, look into the industry because I do think. Where Australia is a little bit different is that they have been in mining and big, heavy iron projects forever and they’re not afraid to get involved in heavy lifts. That’s just something that they do all the time versus the middle of Kansas where that doesn’t tend to happen so much. So is the technology moving towards Australia and towards Asia? In general because offshore’s gonna be there, onshore, ISS gonna be there. And what should we expect over the next, couple of years then, in terms of crane and lifting technology, will we [00:24:00] see, just bigger, more massive cranes doing heavier lifts or is it gonna be more innovation? there’s, I Gregory Kocsis: think it’s two sides of this. So there’s always one side where you look at what’s happening with the new installations. And the new installations are driven by bigger. Things, larger things that are more fragile, especially with the blades. so that, that’s the technology that goes there, that how can we, we are really at the transport limit, on, both macel and blades when we’re talking about these new things. So I think the, the. Innovation in that sense will go on that direction. And the new installation that, how can we make these even bigger things to be possible to transport and put together in terms of the, the aftermarket and the old turbines. It’s a very different perspective. and the, you can also see a lot of [00:25:00] innovations there, but the, but the stakeholders are very different, so I, don’t think still that the OEM will be heavily involved in this. and do platform close cross collaborative options. but we are entering a stage where some of these bigger players are also, global. So E-D-P-E-D-F, they, in energy, I think they’re one of the innovative ones. They, they exist across the pond as well. So they’re starting to do this knowledge transfer within, their organizations and that, that. That, that are kick starting some small things. And then you can see the, it’s the neighbor effect when you can see that, oh, it works there, why can’t we get there? so it will slowly, organically grow that way. Allen Hall: I think it’s gonna be an interesting next couple of years because as turbines have gradually gotten larger, the two megawatt turbine, which exists primarily in the United States, [00:26:00] is a dying breed. 3, 4, 5, 6, 7 megawatt turbines are gonna become the standard, and lifts are gonna get more complicated, obviously, and the challenges will be there, but it, seems like we’re. at the time where the lifting technology and the financial aspects are gonna come together, we’re gonna close some of these loops and it will be a better situation for a lot of people. It’s time. And I, think if you’re out, if you’re listening to this podcast and you haven’t looked at some of the lifting technologies, you need to call Greg or get ahold of Greg. And how do they do that? Do they, can they find you on LinkedIn? Gregory Kocsis: Yeah, absolutely. I think the easiest way is to find me on LinkedIn. My contacts are also there, so you can find my emails there or just ping me with a message and then we, and we take it from there. Allen Hall: And it’s Greg Coxs, K-O-C-S-I-S. Make sure you put that in LinkedIn correctly. K-O-C-S-I-S or you’re never gonna find Greg. Greg, thank you so much for being on the podcast because there’s so much happening in [00:27:00] the lifting world. It’s hard to keep track, and it is a global industry, so it’s nice to talk to somebody who’s in touch with all of it. Absolutely. Gregory Kocsis: My pleasure.

Allen, Joel, and Yolanda recap the UK Offshore Wind Supply Chain Spotlight in Edinburgh and Great British Energy’s £1 billion manufacturing push. Plus Ørsted’s European onshore wind sale, Xocean’s unmanned survey tech at Moray West, and why small suppliers must scale or risk being left behind. 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 host. Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall in Charlotte, North Carolina, the Queen City. I have Yolanda Pone and Joel Saxon back in Austin, Texas. Rosemary Barnes is taking the week off. We just got back from Scotland, Joel and I did, and we had a really great experience at the UK offshore wind supply chain spotlight 2025 in Edinburgh, where we met with a number of wind energy suppliers and technology advocates. A Joel Saxum: lot going on there, Joel. Yeah. One of the really cool things I enjoyed about that, um, get together the innovation spotlight. [00:01:00] One, the way they had it set up kind of an exhibition space, but not really an exhibition. It was like just a place to gather and everybody kind of had their own stand, but it was more how can we facilitate this conversation And then in the same spot, kind of like we’ve seen in other conferences, the speaking slots. So you could be kind of one in ear, oh one in year here, listening to all the great things that they’re doing. But having those technical conversations. And I guess the second thing I wanted to share was. Thank you to all of the, the UK companies, right? So the, all the Scottish people that we met over there, all the people from, from England and, and around, uh, the whole island there, everybody was very, very open and wanting to have conversations and wanting to share their technology, their solutions. Um, how they’re helping the industry or, or what other people can do to collaborate with them to help the industry. That’s what a lot of this, uh, spotlight was about. So from our, our seat, um, that’s something that we, you know, of course with the podcast, we’re always trying to share collaboration, kind of breed success for everybody. So kudos to the ORE [00:02:00] Catapult for putting that event on. Allen Hall: Yeah, a big thing. So, or Catapult, it was a great event. I’ve met a lot of people that I’ve only known through LinkedIn, so it’s good to see them face to face and. Something that we’ve had on the podcast. So we did a number of podcast recordings while we’re there. They’ll be coming out over the next several weeks, so stay tuned for it. You know, one of the main topics at that event in Edinburg was the great British Energy announcement. This is huge, Joel. Uh, so, you know, you know, the United Kingdoms has been really pushing offshore wind ambitions for years, but they don’t have a lot of manufacturing in country. Well, that’s all about the change. Uh, great British energy. Which is a government backed energy company just unveiled a 1 billion pound program called Energy Engineered in the uk, and their mission is pretty straightforward. Build it in the uk, employ people in the uk, and keep the economic benefits of the clean energy transition on British soil. 300 million pounds of that is really [00:03:00] going to be focused on supply chain immediately. That can happen in Northern Ireland, Scotland, Wales, and England. It’s a big promotion for the UK on the wind energy side. I see good things coming out of this. What were your thoughts when you heard that Joel Saxum: announcement, Joel? The offshore wind play. Right. It’s like something like this doesn’t happen to economies very often. Right. It’s not very often that we have like this just new industry that pops outta nowhere. Right. We’re, we’re not making, you know, it’s like when, when. Automotive industry popped up in the, you know, the early 19 hundreds. Like that was this crazy new thing. It’s an industrial revolution. It’s all this new opportunity. So offshore wind in, in my idea, same kind of play, right? It’s this new thing or newer thing. Um, and as a government, um, coming together to say, Hey, this is happening. We have the resources here. We’re gonna be deploying these things here. Why would we not take advantage of building this here? I mean. Any politician that says I’m bringing jobs or I’m bringing in, you [00:04:00] know, um, bringing in funds to be able to prop up an industry or to, uh, you know, start a manufacturing facility here or support an engineering department here, um, to be able to take advantage of something like this. Absolutely right. Why offshore this stuff when you can do it Here, you’ve got the people, you have the engineering expertise. It’s your coastline. You’ve operated offshore. You know how to build them, operate ’em, all of these different things. Keep as much of that in-house as you can. I, I mean, we’ve, we’ve watched it in the US over the last few years. Kind of try to prop up a supply chain here as well. But, you know, with regulations and everything changing, it’s too risky to invest. What the, it looks like what the UK has seen over there is, well, we might as well invest here. We’ll throw the money at it. Let’s, let’s make it happen on our shores. The Allen Hall: comparison’s obvious to the IRA Bill Yolanda and the IRA bill came out, what, A little over two years ago, three years ago, roughly. We didn’t see a lot of activity [00:05:00] on the manufacturing side of building new factories to do wind. In fact, there was a lot of talk about it initially and then it. It really died down within probably a year or so. Uh, you know, obviously it’s not a universal statement. There were some industries model piles and some steelworks and that kind of thing that would would happen. But sometimes these exercises are a little treacherous and hard to walk down. What’s your thoughts on the UK government stepping in and really. Putting their money where the mouth is. Yolanda Padron: I think it’s, I mean, it’s, it’s great, right? It’s great for the industry. It’ll, it’ll be a great case, I think, for us to look at just moving forward and to, like you said, government’s putting their money where their mouth is and what exactly that means. You know, not something where it’s a short term promise and then things get stalled, or corporations start looking [00:06:00] elsewhere. If every player works the way that they’re, it’s looking like they’re going to play right now, then it, it could be a really good thing for the industry. Allen Hall: Well, the, the United States always did it in a complicated way through tax policy, which means it runs through the IRS. So any bill that passes Congress and gets signed by the president, they like to run through the IRS, and then they make the tax regulations, which takes six months to 12 months, and then when they come out, need a tax attorney to tell you what is actually written and what it means. Joel, when we went through the IRA bill, we went through it a couple of times actually, and we were looking for those great investments in new technology companies. I just remember seeing it. That isn’t part of the issue, the complexity, and maybe that’s where GB Energy is trying to do something different where there’s trying to simplify the process. Joel Saxum: Yeah. The complexity of the problem over here is like that. With any. Business type stuff, right? Even when you get to the stage of, um, oh, this is a write off, this is this [00:07:00] for small businesses and those things, so it’s like a delayed benefit. You gotta plan for this thing. Or there’s a tax credit here, there. Even when we had the, um, the electric vehicle tax credits for, uh, individuals, right? That wasn’t not something you got right away. It was something you had to apply for and that was like later on and like could be. 15 months from now before you see anything of it. And so it’s all kind of like a difficult muddy water thing in the i a bill. You’re a hundred percent correct. Right. Then we passed that thing. We didn’t have the, the rules locked down for like two years. Right. And I remember we had, we had a couple experts on the podcast talking about that, and it was like, oh, the 45 x and the 45 y and the, the C this and the be that, and it was like. You needed to have a degree in this thing to figure it out, whereas the, what it sounds like to me, right, and I’m not on the inside of this policy, I dunno exactly how it’s getting executed. What it sounds like to me is this is more grant based or, and or loan program based. So it’s kinda like, hey, apply and we’ll give you the money, or we’ll fund a loan that supports some money of with low interest, zero [00:08:00] interest, whatever that may be. Um, that seems like a more direct way, one to measure ROI. Right, and or to get things done. Just just to get things done. Right. If someone said, Hey, hey, weather guard, lightning Tech. We have a grant here. We’d like to give you a hundred grand to do this. Or it was like, yeah, if you put this much effort in and then next year tax season you might see this and this and this. It’s like, I don’t have time to deal with that. Yolanda Padron: Yeah. We might also just change the rules on you a little bit, and then maybe down the line we’ll see where we go. Yeah. It does seem like they’re, they’re setting up the dominoes to fall in place a bit better. This way. Yeah, absolutely. Joel Saxum: That’s a, that’s a great way to put it, Yolanda. Let’s setting up the dominoes to fall in place. So it’s kinda like, Hey. These are the things we want to get done. This is what we wanna do as an industry. Here’s a pool of money for it, and here’s how you get access to it. Allen Hall: A lot’s gonna change. I remember, was it a couple of months ago, maybe, maybe a year ago, time flies guys. Uh, we were just talking about. That on the way home from [00:09:00]Scotland, like how many people have had in the podcast? It’s a lot over 60 have been on the podcast as guests. Uh, one of the people we want to have on is, uh, Dan McGrail, who’s the CEO of Great British Energy because, uh, we had talked about with Rosemary the possibility of building turbines all in. The uk, they have blade factories. All this stuff is doable, right? They have technology. This is not complicated work. It just needs to be set up and run. And maybe this is the goal is to just run, it may maybe not be OEM focused. I I, that’s what I’m trying to sort through right now as, is it vestas focused? Is it GE focused? Is it Siemens Keesa focused? Is there a focus or will these turbines have GB energy? Stamped on the side of them. I would Joel Saxum: see love to see support for sub-component suppliers. Yeah, I would too. Yeah. The reason being is, is like that’s, that’s more near and dear to my heart. That’s what [00:10:00] I’ve done in my career, is been a part of a lot of different, smaller businesses that are really making a difference by putting in, you know, great engineering comes from small businesses. That’s one of my, my things that I’ve always seen. It seems to be easier to get things done. In a different way with a small business than it does to engineering by committee with 50 people on a team faster, sometimes better. Uh, that’s just my experience, right? So I would like to see these smaller businesses propped up, because again, we need the OEMs. Yes, absolutely. But also spread it around, right? Spread the wealth a little bit. Uh, you know, a, a factory here, a factory there, a engineering facility here. The, uh, you know, an execution plant here. Some things like that. I would love to see more of these kind of, uh, spread around like the, like GB energy’s money spreads around, like fairy dust. Just kind of plant a little here, plant a little in this city, make a little here, instead of just lumping it to one or lumping it into one big, um, OEM. And that doesn’t necessarily [00:11:00] have to be an OEM, right? It could be a blade manufacturer that I’m talking about, or. Or a big, big gearbox thing or something like that. We need those things, and I, I’m all for support for them, but I just don’t think that all of its support should go to them. Speaker 7: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind Energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W OM a 2020 six.com. Wind Energy o and m Australia is created by Wind Professionals for wind professionals because this industry needs solutions, not speeches. Allen Hall: If you haven’t booked your tickets to Wind Energy o and m Australia 2026, you need to be doing [00:12:00] that. Today, uh, the event is on February 17th and 18th in Melbourne, Australia. Uh, we’ll have experts from around the world talking everything o and m, and there’s so many good people are gonna be on the agenda, Joel, and a lot of big companies sponsoring this Joel Saxum: year. Allen Hall: You want to give us a highlight? Joel Saxum: Yeah, so like you said, Alan, we have a ton of sponsors going to be there and, and I’d like to say the sponsors. Thank you ahead of time. Of course. Right. We’re, we’re, we’re super excited for them to get involved because as we’ve put this event together. We’re trying to do this no sales pitches, right? So we wanna do this, not pay to play. We want people here that are going to actually share and learn from each other. And the sponsors have been kind enough to get on board with that message and follow through with it. So, like our lead industry sponsor Tilt, uh, Brandon, the team over there, fantastic. Um, they have, they’re, they’re the, their key sponsor here and they’re supporting a lot of this. So the money’s going to applying in experts from all over the [00:13:00] world, putting this thing together. Uh, so we have an, uh. A forum to be able to talk at, uh, C-I-C-N-D-T. From here in the States, uh, we’ve got Palisades, who’s another operator in the, uh, Australian market, uh, rig com. ISP over there doing blade work and it just keeps rolling down. We’ve got squadron on board, squadron’s gonna do one of the coffee carts. Um, so I know that we’ve got a limited bit of tickets left. I think we are 250 in the venue and that’s what the plan is. I think we’re sitting at about half of that leftover. Allen Hall: Yeah, it’s getting close to running out. And I know in Australia everybody likes to purchase their tickets at the last minute. That’s great. And but you don’t wanna miss out because there is limited seating to this event. And you wanna go to WMA w om a 2020 six.com. Look at all the activities. Book some tickets. Plan to book your travel if you’re traveling from the United States or elsewhere. You need a couple of weeks [00:14:00]hopefully to do that ’cause that’s when the airline prices are lower. If you can book a a couple of weeks ahead of time. So now’s the time to go on Woma 2020 six.com. Check out the conference, get your tickets purchased, start buying your airline tickets, and get in your hotel arranged. Now’s the time to do that. Well, as you know, war has been selling off pieces of itself after setbacks in the America market. Uh, sounds like two heavyweight bidders are looking for one of those pieces. Copenhagen Infrastructure Partners and ENG G are allegedly competing for Seds European. Onshore Wind business, a portfolio valued at roughly 1 billion euros. Supposedly the bids are gonna be due this week, although nothing is certain in a billion dollar deals. This is a little bit odd. I understand why Stead is doing it, because they’re, they’re trying to fundraise, but if they do this. They will be essentially European offshore wind only [00:15:00] with some American onshore and a little bit American offshore. Not much. Uh, that will be their future. Are they gonna stay with America one onshore or, and American offshore? Is that a thing? Or they just could, could be all European offshore wind. Is that where Osted is headed? It’s a complicated mix because, you know, they’re, they’re, they’ve negotiated a couple of other deals. Most recently to raise cash. They’re supposedly selling, uh, another set of wind farms. I dunno how official that is, but it’s, it seems like there’s some news stories percolating up out there trying to raise more cash by selling large percentages of offshore wind farms. Where does Joel Saxum: this all end? I don’t know. The interesting thing is like if you looked at Ted, uh, man, two years ago, like if you Googled anything or used a jet, GPT or whatever it was like, gimme the. Three largest wind operators in the world. They were the top three all the time. Right. And, and most valuable. At one point in time, they were worth like, [00:16:00] uh, I don’t wanna say the wrong number, but I, I thought, I thought 25 billion or something like that. They were worth. ATS at one point in time. Market share. Allen Hall: Yeah, Joel Saxum: I think that seems right. So like they, they were huge and it just seems like, yeah, they’re trying to survive, but in survival mode, they’ve just kind, they’re just dwindling themselves down to being just o just a small offshore company. And, or not small, but a small, just a, just a siloed offshore company. A large offshore company. Yeah. Yeah. But I mean, like, even just, there was, there’s another article, um. Today we’re, we’re talking here, CIP and Engie looking to buy their European onshore business. They’ve also are putting up like, uh, was it greater Ang of four in Taiwan for, for sale as well. So, I mean, like you said, where does it stop? I don’t know. Um, CIP is an interesting play. Uh, an Eng, CIP and Engie kind of battling this one out ’cause the CIP management team is a bunch of ex or said people, so they know that play very well. Um, ENGIE of course, being a big French [00:17:00] utility. So that one will sell, right? They’re, their European offshore or onshore assets will be gone shortly. Uh, they’ll be sitting with a bunch of offshore assets that they own and partially own around the world. Uh, and of course their, their, I think their US onshore fleet is about a gigawatt, maybe a and a half. Um, that could be the next domino to fall. You don’t, I, sorry, Yolanda, I used your, your, your, uh, euphemism from before, but, um. That they’re actively parting ways with some stuff. I don’t know when it stops. Allen Hall: It is odd, right? EOR has basically stopped a lot of renewables. Stat Craft has pulled back quite a bit. Another Norwegian company. A lot of the nor Northern European companies are slowing down in wind altogether, trying to stick to onshore for the most part. Offshore will still be developed, but just not at the pace that it needed to be developed. There is a lot of money moving around. Billions [00:18:00] and billions of, of euros and dollars moving. And I guess my, my thought is, I’m not sure from a market standpoint where Orid is headed, or even Ecuador for that matter, besides maybe moving back into oil and gas. They never really left it. The direction of the company is a little unknown because these, uh, news articles about sales. Are not really prefaced, right? It’s just like, all right, Taiwan, we’re selling more than 50% of the projects in Taiwan. We’re out, we’re selling European onshore pow, which there’d been some rumors about that, that I had heard, but nothing was really locked in, obviously, until you really start seeing some reliable news sources. Copenhagen Infrastructure Partners is an interesting play just because it kind of keeps it. Up in Denmark and not in France with Engie. That’s what I’m, in my [00:19:00] head. I’m thinking Sted is not likely to sell it to Engie just because they’re French. This is a national, uh, security issue for Denmark Sted. Is it, I I how Engie is involved in this maybe to help set a, a baseline of what the valuation is so that CIP can then purchase it. Do you see CIP losing this, Joel? Joel Saxum: No, I don’t think so. I think, yeah, I think CCIP has to land with this one and, and CI P’s been building a portfolio quietly, building a, not, I guess not quietly, they’ve been building a portfolio for the last few years. It’s pretty stout, uh, pretty fairly sizable. Right? And it, it’s an interesting play watching this for me because you, you see all these people kind of rotating out. And it, and it has to do with the, the, in my opinion, it has to do with the macroeconomics of things, right? Once, when you develop something and you get through, like in, into the teething pain cycle and all that kind of stuff. [00:20:00] The asset is not designed to have a 50, 70%, you know, margin, right? That’s not how wind works. Wind, wind operates of small margins and a lot of times in the early, a early stages of a project, you end up running into issues that eat those margins away. So when you’re talking about small margins, they’re six to 10% is what you kind of see. Um, and it’s pretty easy to eat away a 6% or a 10% margin. If you have some kind of serial defect you have to deal with, uh, or that, that the OEM’s fighting you on and, and you know, whether or not they take responsibility for it or you have to pay for it. A lot of times those processes can drag out for 12, 24, 36 months until you get made whole. So the early state, the first, you know, five years of a lot of these projects, five to eight years, are very expensive. And then once you get through kind of those things and the thing starts just chugging. Then you actually are starting to make money, and that’s where CIP P’S buying these assets is in that years after it’s gone through its teething pains and the company that developed it is like, man, [00:21:00] we need to get outta this thing. We’ve just been burning through cash. Then CI P’s kinda swooping in and grabbing ’em. And I think that this is another one of those plays. Allen Hall: So they’re gonna live with a smaller margin or they’re gonna operate the assets differently. Joel Saxum: The assets may be being operated better now than they were when they started, just in that, in, they exist, the starting company simply because the, some of the issues have been solved. They’ve been sorted through the things where you have early, early failures of bearings or some stuff like the early fairings of gearboxes. Those things have been sorted out, so then CIP swoops in and grabs them after the, the teething issues that have been gone. Allen Hall: Does evaluation change greatly because of the way horse did, manages their assets? Up or down? Joel Saxum: I would say generally it would go up. Yeah. I don’t necessarily think it’s dependent on o and m right now. I think it’s just a, it’s a time to buy cheap assets, right? Like you see, you see over here in the States, you see a lot of acquisitions going on. People divesting, they’re not divesting because they’re like, oh, we’re gonna make a ton of money off this. They may need the cash. They’re [00:22:00] divesting in, in, um, what’s the term, like under duress? A lot of them, it may not look like it from the outside in a big way, but that’s kind of what’s happening. Yolanda Padron: Yeah, I think it’ll be really interesting to see, uh, you know, there were a lot of layoffs in Ted and Europe as well, so seeing if maybe some of the people who can make those assets perform better. Come back just with a different t-shirt on. Allen Hall: As wind energy professionals staying informed is crucial, and let’s face it difficult. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES wind has the high quality content you need. Don’t miss out. Visit PES wind.com today in this quarter’s, PES Wind Magazine, which you can download a copy at PES [00:23:00] wind.com. There’s an article by Xan and they were, uh, contracted by Ocean Winds to evaluate the sea floor from. The sea floor at Moray West, which is way, way, way up north on the northern end of Scotland. A pretty rough area, Joel. And, but what ex Ocean did was they used unmanned survey equipment to monitor the ocean floor where the mono piles were gonna replace for the Moey West Wind Farm. That is a really difficult area to operate any sort of boat, but. Uh, the reason we’re doing this remotely unmanned was that it, it gave them sort of a, a less costly way to get high resolution images of the sea bottom. This is interesting because ocean wind was developing more a West apparently hadn’t used anything like this before, but the results, at [00:24:00] least from what I can see in PS win, look Joel Saxum: great. Yeah. This is a technology that’s been, um. Man, it’s been under development by a lot of companies in the last six, eight years. And now it’s starting to get to the point where it is, I mean, we’re, we’re TRL nine plus, right? There’s a lot of these solutions out there that are commercially ready. Xans been a top of this list since, man, since I was playing in that oil and gas world, to be honest with you. Like 20 18, 20 17, uh, really cool looking boats. That’s besides the point. Uh, but when they show up at trade shows and stuff with ’em, you’re like, ah, oh, that thing’s neat looking. Um, but it, it, it, it solves all kinds of problems, right? So when you go offshore and you’re just gonna do, say you’re just gonna go out there and do multibeam, so you’re just gonna do echo sound where you’re just looking to see depths and what’s on the sea floor. The minimum kind of vessel you need for that is 10 to 15 meters long. You need probably two to six people on that vessel. And that’s just, if you’re going out doing shift work, if you’re staying out there [00:25:00] and working 24 7, that vessel grows to. 30 meters instantly, right? So now you’re burning thousands and thousands of dollars in fuel. You’ve got food on board. You got all, it’s just a pain to put this vessel out there. You take all of those people out of harm’s way. You take all the costs away and they, and you put two of them, or one or two of them on shore in a facility, and then you put this three meter vessel out there that’s fully autonomous. No people, but collects the same style of data. I mean, it’s a no brainer, right? So you’re getting the same style of data and if, and the thing’s working 24 7, there is no need to have someone sleep. There’s a not a technician issue. There’s not, none of this is, is a problem anymore. Nobody’s getting seasick, right? So you’re sitting, you’re, you’re sitting back on shore, uh, going to work, uh, with no PPE on, um, having a, having a coffee from Starbucks down the street. And you’re running this thing 24 7, you’re collecting all [00:26:00] that fantastic data. Uh, it is just, like I said, it’s a no brainer. Now, now they’re getting to the stage where they’re putting ’em out as swarms, so you can cover whole fields. You’re doing live cable inspections. It’s, it’s pretty fantastic. So Exo ocean’s really making the next generation of robotics o offshore. Allen Hall: Yeah. And that’s gonna drive down the cost of energy. These kind of developments make huge strides in lowering costs, and this is why you need to read PES Win Magazine. So there’s a. Great articles all throughout the magazine. This quarter’s issue is, is Heavy with articles. Get your free copy@pswin.com today. As you know, in the wind industry, survival has always belonged to those who can keep up, uh, and Sorn freeze. Nuon knows better than most with his decades of experience at LM Wind Power and Uzon. He now chairs two Danish subcontractors, Polytech and Jupiter. Bach. Uh, his message to smaller suppliers in, in a recent article is. Pretty blunt. It [00:27:00]says the manufacturers, big OEMs want fewer partners and larger partners who can take on more responsibility. And if you cannot invest and grow with those manufacturers, you’ll be left behind the winners. It says it will be those who stay close to the turbine makers and adapt as the industry evolves. Joel, this is a really interesting discussion that, uh, Soren put out there. Obviously he’s invested in Polytech and Jupiter, Bach, uh, to great suppliers obviously, but small businesses are where a lot of the key technologies have been driven over the last five, six years. In wind, or more broadly the last 20 years in wind, a lot of great technology has come out of places that you wouldn’t have thought of. The OEMs have not been the bastion of innovation. I would say it [00:28:00] is necessary. You have both, wouldn’t you think? You have to have the small business innovation to prove out ideas and to show that they work, but you also have to have the large manufacturers to implement those ideas more broadly without either one of them, nobody wins. Joel Saxum: I fully agree and I think that one of the things that’s a little bit, uh, more of a granular comment there is. I think sometimes you need the OEMs and the other suppliers within the supply chain to open their doors a little bit, right? So this is, this is me wearing my, my small business, small innovative business, uh, in the wind industry cap. And that is, man, sometimes it is hard to get a conversation with a large subsupplier or with an OEM when you have something that can help them. And they just don’t want to communicate, don’t want to help. It’s just our way or the highway kind of thing. And if you watch, like we, so the podcast gives us an kind of, or not [00:29:00] gives us, it forces us to have kind of an op, an opportunity to look at, you know, what are the, what are the financial statements of some of these OEMs? What are the financial statements of some of their large sub-suppliers? You know? ’cause if they’re located in countries where that stuff is public knowledge, you can see how and what they’re doing. And if you, if you look at business in a general way where you rely on one customer or two customers to, for your whole business, you’re gonna be hurting. Um, especially in the way we look at things or what we’re seeing in the wind industry right now is if you’re, if you are a large company to say you do a hundred million in revenue and your customers are ge Vestas. Depending on what happens regulatory wise, in some random country somewhere your a hundred million dollars could shrink to 50 real quick. Um, so I don’t think that that’s a great way to do business. I think, you know, having a bit of diversification probably helps you a little bit. The OEMs Allen Hall: have a particular job to do. They need to deliver turbines onsite on time and create power for their customer. That’s our main [00:30:00] focus. They are a generator. Driven company, they make generators on steel towers with a propeller system basically. Right. Just simplify it way, way down. There’s not a lot of technology in that itself. Obviously there’s control systems, obviously there’s electronics involved, but the concept from this basic fundamentals is not difficult to to grasp. The difficulty is in execution. Showing that that product can last for 20 years, and that product can last in different environments. Australia, United States, up in Scandinavia, Canada, way down south and Brazil. There’s some really rough environments there and the OEMs are relying upon in industry, uh, guidance from like the IECs and then the dvs, uh, uls Tube. Nord. Uh. Bvs where they’re trying to make these turbines comply to a [00:31:00] set of essentially regulations, which just simplify it. You can do that. But as we have seen historically in the wind industry, if you make a turbine that just meets those requirements, you do not necessarily have a successful product. You have a product that is marginal, and as Yolanda has pointed out to me numerous times, there’s a lot of real issues in wind turbines. That probably could have been solved five years ago by small mobile companies with outside of the box ideas that could have given the OEMs a huge advantage, especially in blades. Yolanda Padron: Yeah, and I think a lot of these companies are, they’re looking at things from a different point of view, right? They’re smaller companies. You have people who could know the product, they know the real issue that’s going on on the ground. They know. Kind of what they need to do, what the next step is to move forward in their solution.[00:32:00] Right? But it’s not like it’s a, a company where you need 30 people to sign off before you can go onto the next stage, and then you need 30 more people to sign off before you can get funding to do something else. And so yes, the OEMs are doing a good job in their scope. If they’re meeting their scope, they are doing a good job. You know, if I, if I take like bread and cheese, then yes, I have a sandwich, right? Like, it might not be the best sandwich in the world, but I have a sandwich. So like, they’re making the sandwich and that’s great. But if you want something to, to actually work and to last and to, to give everybody else the, the idea that. You know, wind is profitable and we can all benefit from it. You have to get all those different layers in there, right? You have to make [00:33:00] sure that you know, if you have a big lightning issue, then you get the right people in the room to get that retrofit in there to solve your lightning issue. If you have a big leading edge erosion issue, then you get those right people in the room to solve everything, and it’s not always going to be a one size fits all. Right, but you do need those smaller companies to, to be in the room with you. Joel Saxum: I’m a hundred percent agreeing with you, Yolanda, and I think that this is the issue here is that at some level then an OEM, an OEM engineering head would have to admit that they’re not the end all be all, and that they may have got a couple of things wrong. And what, what I would love to see and who, and maybe maybe ask you this question, who of the major four Western OEMs. Do you think would be open to like an industry advisory board? Nordex, you think it’s Nordex? I think Yolanda Padron: that’s the closest one so far that we’ve seen. Right? Joel Saxum: Yeah. I, I, I agree with you, and I’m saying that because I don’t think any of the other ones would ever admit that they have an [00:34:00] issue, right? They have attorneys and they have problems, Allen Hall: so they really can’t, but I, I think internally they know that they haven’t optimized their production, they haven’t optimized their performance out in the field. They’re trying to improve availability, that’s for sure. Estes has spent a great deal of time over the last year or two improving availability so that the money is being spent. The question is, do they have all the right answers or the overspending to get to the availability that they want to deliver to their customers? That’s a great question because I do think that we we’re just in Scotland and there’s a number of technology companies in the UK that I think, wow, they should be implementing some of these. Ideas and these products that have been proven, especially the ones that have been out for a couple of years, they should be implemented tomorrow, but they’re not yet because they can’t get through the door of an OEM because the OEM doesn’t want to hear it. Joel Saxum: Yeah, agreed. Agreed. Right. Well, well, like I, the, the, the example that keeps popping into my mind is Pete Andrews and the team over [00:35:00] at Echo Bolt, simply because they have a solution that works. It’s simple. They’ve done the legwork to make sure that this thing can be optimized and utilized by technicians in the field around the world. But they, it just like, they haven’t gotten the buy-in from, from whoever, uh, that it seems to be, you know, there’s a hurdle here. Uh, and that hurdle may be the Atlantic Ocean. I don’t know. Uh, but I would love to see, I would love to see their, uh, solution for bolted connections, uh, and monitoring bolted connections kicked around the world because I think you could save. Uh, the wind industry a ton, a ton, a ton of money. And that is an example of a small business full of subject matter experts that made a solution that can solve a problem, whether you’re an OEM or you’re an operator or whatever. There’s there that’s there, utilize them, right? Those are the kind of things that we need in this industry. Yolanda Padron: And it’s also those smaller companies too that will look at your feedback and then they’ll say, oh. Okay, do I need to adjust here? [00:36:00] Did I not focus on this one parameter that your specific site has? Right. And you don’t see that from the OEMs ’cause they have so, uh, they have so many problems that they’re trying to tackle at once that it gets really difficult to, not just to hone in on one, but to, to tell everybody, oh, I, I have this perfect solution for everything. Here you go. Allen Hall: Right. I think there’s an internal conflict in the engineering departments and manufacturing departments of any OEM, regardless if it’s in wind or in any other industry, is that they have a system to make this product and they’re pretty confident in it, otherwise they wouldn’t be doing it. They don’t want to hear outside noise is I, I would describe it as noise. Like, uh, if you have a great solution that would help out their manufacturing process. But I work here, I know how, I know the ins and outs that that new idea by a small company won’t work here. Those [00:37:00] barriers have to be knocked down internally in the OEMs. The OEM management should be going through and saying, Hey, look, if I find me the manager of this operation, if I find a company that could help us and save us money, and you’re being a roadblock, guess what? See ya. Hit the road because there is no way you can let those opportunities pass you by. In today’s marketplace, you need to be grabbing hold of every opportunity to lower your cost, to improve your product availability, to improve your relationship with your customers. How do you do that? Quickly, you look at the companies that are providing solutions and you grab them, grab them, and hold on for your life and listen to what they have to say because they have probably done more research into your product than your people have. That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. If you [00:38:00] found value in today’s discussion, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you here next week on the Uptime Wind Energy Podcast.

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In this special bonus episode of Workforce 4.0, Ann Wyatt interviews Agustin Lopez Diaz, a Senior leader at Schneider Electric, discussing the future of work, the role of AI in supply chain management, and the importance of resilience and flexibility in today's manufacturing landscape. They explore how technology is transforming the supply chain, the challenges smaller companies face in adopting AI, and predictions for the future of manufacturing jobs. In this episode, you not only get a view of where supply chain roles have grown with technology, but also how they will continue to continue evolve moving forward.In This Episode:-00:00: Workforce 4.0 Introduction-00:30: Welcoming Agustin Lopez Diaz Of Schneider Electric-03:29: Schneider Electric: Bringing Manufacturing Jobs To TN-04:36: Getting To Know Agustin-05:55: The Evolution Of Supply Chain Roles-09:15: The Convergence Of AI And People At Work-12:04: AI And Supply Chain Management-15:28: Tips On Implementing AI For Small And Medium Businesses-18:26: Creating Sustainable Supply Chain Management Systems-24:30: Culture At Schneider Electric: Just Be Yourself-27:49: Agusin's Predictions: People And Value-29:41: Closing Thoughts And Contact Information-30:12: Workforce 4.0 OutroMore About Agustin:Agustin Lopez Diaz, North America Supply Chain Officer​Augustin Lopez Diaz currently serves as the North America Supply Chain Officer of Schneider Electric. Before joining the company, Agustin held various leadership positions in Sustainability and CS&Q in Faurecia, GE Power, Rockwell and Vestas, where he led a number of key transformations to create more value for customers, people and planet. On top of a career devoted to safety, quality, sustainability and performance, Agustin is a multicultural leader originally from Mexico who has since lived in 6 countries of which he speaks the language. He owns degrees in Mechanical engineering, Business Administration and Negotiation (UPAEP university of Mexico, and the last one from University of Michigan).​ To learn more about Agustin, connect with him here.

Allen, Joel, Rosemary, and Yolanda discuss a German study finding 99.8% of birds avoid wind turbines, challenging long-standing collision risk models. They also cover Pattern Energy’s SunZia project nearing completion as the Western Hemisphere’s largest renewable project, lightning monitoring strategies for large-scale wind farms, and offshore flange alignment technology. Register for Wind Energy O&M Australia 2026!Learn more about CICNDTDownload the latest issue of PES Wind Magazine 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 host. Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Alan Hall in the queen city of Charlotte, North Carolina, where a cold front is just blown through, but we’re not nearly as cold as Joel was up in Wisconsin, Joel, you had a bunch of snow, which is really the first big storm of the season. Joel Saxum: Yeah, the crazy thing here was the Wind Energy Podcast. So since that storm I, we, we got up in northern Wisconsin, 18 inches of snow, and then we drove down on last Saturday after US Thanksgiving through Iowa, there’s another 18 inches of snow in Des Moines. I talked to a more than one operator that had icing and snow issues at their wind farms all through the northern Midwest of these states. So from [00:01:00] North Dakota. All the way down to Nebraska, Northern Missouri, over into Indiana. There was a ton of turbines that were iced up and or snowed in from that storm, Allen Hall: and Rosemary was in warm Australia with other icing knowledge or de-icing knowledge while the US has been suffering. Rosemary Barnes: But you know, on the first day of summer here, a couple of days ago, it was minus one here overnight. So. Um, yeah, it’s, uh, unseasonable and then tomorrow it’ll be 35. Allen Hall: The smartest one of us all has been Yolanda, down in Austin, Texas, where it doesn’t get cold. Yolanda Padron: Never. It’s so nice. It’s raining today and that’s about it. Traffic’s going crazy. Joel Saxum: Rain is welcome for us, isn’t it though, Yolanda? Yolanda Padron: It’s sweet. It doesn’t happen very often, but when it does. Very rainy for like 24 hours. Allen Hall: We’ve been saving a story for a couple of weeks until Rosemary is back and it has to do with birds and a year long study over [00:02:00] in Germany. And as we know, one of the most persistent arguments against wind energy has been the risk to birds and permitting and operation shutdowns have been the norm, uh, based on models and predicted collision risks. Well. A new study comes, has just come out that says, what if the models are all wrong? And the new German study suggests that they may be wrong. The Federal Association of Offshore Wind Energy, known by its German acronym, BWO Commission Research to examine. Actual collision risk at a coastal wind farm in Northern Germany. The study was conducted by Biocon Consult, a German research and consulting firm, and funded by eight major offshore wind operators, including Sted, Vattenfall, RWE, and E, roa, and. Rosemary using some of the newer technology. They were able to track bird movements with radar [00:03:00] and AI and stereo vision cameras to, to watch birds move through and around, uh, some of these wind farms. And it analyzed more than 4 million bird movements and over 18 months, and they searched for collision victims and what they found was pretty striking more than 99.8% of both day migrating and night migrating birds. Avoided the turbines entirely. The study found no correlation between migration intensity and collision rates. And BD and BWO says The combination of radar and AI based cameras represents a methodological breakthrough. Uh, that can keep turbines moving even when birds are in transit. This is pretty shocking news, honestly, Rosemary, I, I haven’t seen a lot of long-term studies about bird movements where they really had a lot of technology involved to, besides binoculars, to, to look at bird movement. The [00:04:00] 99.8% of the migrating birds are going around The turbines. No, the turbines are there. That’s. Really new information. Rosemary Barnes: I think. I mean, if you never heard anything about wind turbines and birds, I don’t think you’d be shocked like that. Birds mostly fly around obstacles. That’s probably an intuitive, intuitive answer. Because we’ve had it shoved down our throat for decades now. Wind turbines are huge bird killers. It’s kind of like, it’s been repeated so often that it kind of like sinks in and becomes instinctive, even though, yeah, I do think that, um, it’s. Not that, that shocking that an animal with eyes avoids a big obstacle when it’s flying. Um, but it is really good that somebody has actually done more than just trying to look for bird deaths. You know, they’ve actually gone out, seen what can we find, and then reported that they found mostly nothing. We already knew the real risks for birds, like hundreds or thousands, even millions of times [00:05:00] more, um, deadly to birds are things like. Cats. Cars, buildings, even power lines kill more birds than, um, wind turbines do. In fact, like when you look at, um, the studies that look at wind, um, bird deaths from wind turbines, most of those are from people driving, like workers driving to site and hitting a bird with their cars. Um, you know, that’s attributed to wind energy. Not a surprise maybe for people that have been following very closely, but good to see the report. Nonetheless. Joel Saxum: I think it’s a win for like the global wind industry, to be honest with you, because like you said, there’s, there’s no, um, like real studies of this with, that’s backed up by metric data with, like I said, like the use stereo cameras. Radar based AI detection and, and some of those things, like if you talk with some ornithologists for the big OEMs and stuff, they’ve been dabbling in those things. Like I dabbled in a project without a DTU, uh, a while back and it, but it wasn’t large scale done like this. A [00:06:00] particular win this study in the United States is there’s been this battle in the United States about what birds and what, you know, raptors or these things are controlled or should have, um, controls over them by the governments for wind installations. The big one right now is US Fish and Wildlife Service, uh, controls raptors, right? So that’s your eagle’s, owls, hawks, those kind of things. So they’ll map out the nests and you can only go in certain areas, uh, or build in certain areas depending on when their mating seasons are. And they put mild buffers on some of them. It’s pretty crazy. Um, but the one rule in the United States, it’s been kind of floated out there, like, we’re gonna throw this in your face, wind industry. Is the Federal Migratory Bird Act, which is also how they regulate all like the, the hunting seasons. So it’s not, it’s the reason that the migratory birds are controlled by the federal government as opposed to state governments is because they cross state lines. And if we can [00:07:00] prove now via this study that wind farms are not affecting these migratory bird patterns or causing deaths, then it keeps the feds out of our, you know, out of the permitting process for. For birds, Rosemary Barnes: but I’m not sure this is really gonna change that much in terms of the environmental approvals that you need to do because it’s a, you know, a general, a general thing with a general, um, statistical population doesn’t look at a specific wind farm with a specific bird and you’re still need to go. You’re still going to have to need to look at that every time you’re planning an actual wind farm. That’s it’s fair. Yolanda Padron: And it’s funny sometimes how people choose what they care or don’t care about. I know living in a high rise, birds will hit the window like a few a month. And obviously they will pass away from impact and the building’s not going anywhere. Just like a turbine’s not going anywhere. And I’ve never had anybody complain to [00:08:00] me about living and condoning high rises because of how they kill the birds. And I’ve had people complain to me about wind turbines killing the birds. It’s like, well, they’re just there. Joel Saxum: If we’re, if we’re talking about energy production, the, if everybody remembers the deep water horizon oil spill 2010 in the Gulf of Mexico. That oil spill killed between 801.2 million birds. Just that one. Speaker 6: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W om a 2020 six.com. Wind Energy o and m Australia [00:09:00] is created by wind professionals for wind professionals because this industry needs solutions, not speeches Allen Hall: well in the high desert of Central New Mexico, near a lot of what were ghost towns that were abandoned during the Great Depression. If there is a flurry of activity pattern, energy sunzi, a project is near completion after 20 years of planning and permitting. When. It’s supposed to be finished in 2026. It’ll be the largest renewable energy project in the Western hemisphere. More than 900 turbines spread across multiple counties. A 550 mile transmission line stretching to Arizona and then onward to California, and $11 billion bet that’s being made on American wind. Now, Joel, it’s a kind of a combination of two OEMs there, Vestus and ge. The pace of building has been really rapid over the last six, eight months from what I can [00:10:00] tell. Joel Saxum: Yeah. We have talked to multiple ISPs, EPC contractors. Um, of course we know some of the engineers involved in building a thing on the pattern side. Right. But this sheer size of this thing, right, it’s, it is three and a half gigawatts, right? You’re talking 900 turbines and, and so big that one OEM really couldn’t, I mean, it’s a, it’s a risk hedge, right? But couldn’t fulfill the order. So you have massive ge tur set of turbines out there. Massive set of vestas turbines out there. And I think one thing that’s not to be missed on this project as well is that transmission line, that high voltage transmission line that’s feeding this thing. Because that’s what we need, right? That was when we built, started building up big time in Texas, the cre, the crest lines that were built to bring all of that wind energy to the major cities in Texas. That was a huge part of it. And we have seen over the last six months, we have seen loans canceled, uh, permits being pulled and like troubles being in hurdles, being thrown up in the face of a lot of these transmission lines that are planned. [00:11:00] These big ones in the states. And that’s what we need for energy security in the future, is these big transmission lines to go. So we can get some of this generation to, uh, to the market, get electrons flowing into homes and into industry. But this thing here, man, um, I know we’ve been talking about Sunz, the Sunz project, uh, and all the people involved in it, in the wind industry for a, what, two, three years now? Oh, at least. Yeah. It’s been in planning and development stage for much longer than that. But the. The, the big bet. I like it. Um, bringing a lot of, um, bringing a lot of economic opportunity to New Mexico, right? A place that, uh, if you’ve driven across New Mexico lately, it needs it in a dire way. Uh, and this is how wind energy can bring a lot of, uh, economic boom to places that, uh, hadn’t had it in the past. Allen Hall: And this being the largest project to date, there’s a, I think a couple more than a pipeline that could be larger if they get moving on them. We see another project like this five years [00:12:00] from now, or we think we’re gonna scale down and stay in the gigawatt range just because of the scale and the things that Sunzi went through. Joel Saxum: We have the choke chair, Sierra Madre project up in Wyoming that’s been chugging the Anschutz Corporation’s been pushing that thing for a long time. That’s, that’s along the same size of this unit. Um, and it’s the same thing. It’s, it’s kind of hinged on, I mean, there’s permitting issues, but it’s hinged on a transmission line being built. I think that one’s like 700. 50 miles of transmission. That’s supposed to be, it’s like Wyoming all the way down to Las Vegas. That project is sitting out there. Um, it’s hard to build something of that size in, like say the wind corridor, the Texas, Oklahoma, uh, you know, all the way up to the Dakotas, just simply because of the massive amount of landowners and public agencies involved in those things. It’s a bit easier when you get out West New Mexico. Um, I could see something like this happening possibly in Nevada. At some point in time to feed that California [00:13:00] side of things, right? But they’re doing massive solar farms out there. Same kind of concept. Um, I, I think that, um, I would love to see something like this happen, but to invest that kind of capital, you’ve got to have some kind of ITC credits going for you. Um, otherwise, I mean, $11 billion is, that’s a lot of money Allen Hall: since Zia will have PTC. Which is a huge driver about the economics for the entire project. Joel Saxum: Yeah. But you’re also seeing at the same time, just because of the volatility of what’s happening in the states wind wise, uh, there was a big article out today of someone who got wind that EDF may be selling its entire Allen Hall: US onshore renewable operation or US renewable operation. That was Wood Mac that. Put that out. And I’m still not sure that’s a hundred percent reliable, but they have been 50% for sale for a while. Everybody, I think everybody knew that. Joel Saxum: Yeah. I don’t know if it’s a hundred percent reliable as well. I would agree with you there. However, there’s, it’s the [00:14:00] same thought process of European company pulling outta the United States. That’s where a lot of the renewable energy capital is, or it has been fed to a lot of that capital comes from Canada and other places too. Right. But that’s where it’s been fed through. Um, but you’re starting to see some, some. Uh, purchasing some acquisitions, a little bit of selling and buying here and there. I don’t, I don’t think that there’s, uh, massive ones on the horizon. That’s just my opinion though. Allen Hall: Well, won’t the massive ones be offshore if we ever get back to it? Joel Saxum: Yeah, you would think so, right? But I, that’s gonna take a, uh, an administration change. I mean the, the, all that stuff you’d see out in California, like when we were originally seeing the leases come out and we were like, oh, great. More offshore opportunity. Ah, but it’s California, so it’ll be kind of tough. It probably won’t be till 20 32, 20, something like that. I don’t think we’ll see possibly California offshore wind until 2040 if we’re lucky. Allen Hall: Joel, what were the two wind turbines selected for Sunz? They were both new models, right? One from Renova and then the other one from [00:15:00] Vestas, Joel Saxum: so the Vestas was 242 V, 1 63, 4 0.5 megawatts machines, and the, and the GE Renova. Just so we get, make sure I get clarity on this. 674 of its three. They were 3.6, but they’re 3.61 50 fours. Allen Hall: Okay. So both turbine types are relatively new. New to the manufacturer. CZ has two new turbines styles on the site. Joel Saxum: Yeah, we were told that when they were originally like getting delivered, that they didn’t have type certificates yet. That’s how new they were. Allen Hall: So Yolanda. As Sania starts to turn on, what are things that they need to be aware of blade wise, Yolanda Padron: besides the lightning and the dust in New Mexico? It’s probably gonna tip them. I don’t know exactly what they’re counting with as far as leading edge protection goes. Allen Hall: Pattern usually doesn’t, uh, have a full service agreement. Joel, do you remember if that was an FSA? I don’t think so. Joel Saxum: I would say [00:16:00] because those are Vestas turbines on the one that, yes, Vestas really doesn’t sell a turbine without it. Knowing internally how big patterns engineering group are, I don’t know if they can completely take on the operations of a thousand more turbine, 900 more turbines overnight. Right? So I think that there is gonna be some OE EMM involvement in these things, uh, simply to be at that scale as well. I don’t know of anywhere else with a 1 54 install a GE 1 54. So the things that I wouldn’t looking out is the. It’s the brand new type stuff, right? Like do internal inspections when they’re on the ground. You don’t know what kind of condition these things are in, what, you know, what is the, you haven’t, nobody’s seen them. Like you’re the first ones to get to get your hands on these things. Yolanda Padron: Yeah, I think they’re definitely gonna have to go with some sort of consulting or something externally as far as what exactly they’re dealing with. I know, Rosemary, you’ve touched on it a lot, right about. [00:17:00] How the changing the blade types and changing the turbines every x amount of years is really not conducive to, to being able to repeat the same results. And if you’re having that for hundreds of turbines at a new site that you’ve already had so much time and money invested in creating, it’ll, it’s, it’s a big undertaking. Rosemary Barnes: It’s really interesting because. When you have such a large wind farm be, I’m assuming one of the first wind farms may be the first to get this new turbine types, then if there’s a serial defect, it’s gonna be very obvious. ’cause with smaller wind farms, one of the problems is that, uh, the numbers are too small to definitively say whether something is, um, serial or just random bad luck. Um, but when you get. So how many wind turbines is it? Joel Saxum: Almost a thousand total. It’s [00:18:00] 674 GE turbines and 242 Vesta turbines. Rosemary Barnes: You can do statistics on that kind of a population and this area. I mean, there’s lightning there, right? Like this is not an area where you’re not gonna see lightning. You know, in know the first couple of years, like there, there will be. Hundreds of turbines damaged by lightning in the, the first couple of years I would suggest, um, or, you know, maybe not. Maybe the LPS are so, so great that that doesn’t happen. But, you know, the typical standard of LPS would mean that, you know, even if you only see, say we see 10 strikes per turbine to year and you get a 2% damage rate, that is, you know, lots of, lots of individual instances of blade damage, even if everything works as it should according to certification. And if it doesn’t, if you see a 10% damage rate or something from those strikes, then you are going to know that, you know, the, um, LPS is not performing the way that the standard says that it should. It’s not like that’s a slam dunk for, um, [00:19:00] proving that the design was not sufficient or the certification wasn’t correct. It’s always really, really tricky. My recommendation would be to make sure that you are monitoring the lightning strikes, so you know exactly which turbine is struck and when, and then go inspect them and see the damage. Ideally, you’re also gonna be measuring some of the characteristics of the lightning as well. But you do that from day one. Then if there is a problem, then you’re at least gonna have enough information within the, um, you know, the serial defect liability period to be able to do something about it. Joel Saxum: Let me ask you a question on that, on just the, that lightning monitoring piece then. So this is something that’s just, it’s of course we do this all the time, but this is boiling up in the thing. How do you, how do you monitor for lightning on 916 turbines? Probably spread, spread across. 200 square miles. Rosemary Barnes: Well, there’s, there’s heaps of different ways that you can do it. Um, so I mean, you can do remote, remote lightning detection, which is [00:20:00] not good enough. Then there are a range of different technologies that you can install in the, um, turbines. Um, the most simple and longest standing solution was a lightning cart, which is installed on the down conductor at the blade route. That will just tell you the amplitude of the biggest strike that that turbine has ever seen when it’s red. I have literally never seen a case where the lightning card definitively or even provided useful evidence one way or another when there’s a, a dispute about lightning. So then you move on to solutions that, uh, um. Measuring they use, uh, Alan, you’re the electrical engineer, but they, they use the, the principle that when there’s a large current flowing, then it also induces a magnetic field. And then you can use that to make a, a, a change and read characteristics about it. So you can tell, um, well first of all, that that turbine was definitely struck. So there are simple systems that can do that quite cheaply. The OGs ping [00:21:00] sensor, does that really cost effectively? Um, and then OG Ping. Phoenix Contact and Polytech all have a different product. Um, all have their own products that can tell you the charge, the duration, the um, polarity or the, yeah, the, the, if it’s a positive or a negative strike, um, yeah, rise time, things like that. Um, about the strike, that’s probably, probably, you don’t. Need to go to that extent. Um, I would say just knowing definitively which turbine was struck and when is gonna give you what you need to be able to establish what kind of a problem or if you have a problem and what kind of a problem it is. Joel Saxum: I think that like an important one there too is like, uh, so I know that Vest is in a lot of their FSA contracts will say if it’s struck by lightning, we have 48 or 72 hours to inspect it. Right. And when you’re talking something of this scale, 916 turbines out there, like if there’s a lightning storm, like [00:22:00]we’ve been watching, we watch a lot of lightning storms come through, uh, certain wind farms that we’re working with. And you see 20, 30, 40 turbines get struck. Now if a storm comes through the middle of this wind farm, you’re gonna have 200 turbines get struck. How in the hell do you go out without ha Like you need to have something that can narrow you down to exactly the turbines that we’re struck. That being said that next morning or over the next two days, you need to deploy like 10 people in trucks to drive around and go look at these things. That’s gonna be a massive problem. Pattern has about 3000 turbines, I think in their portfolio, and they, so they’re, they’re familiar with lightning issues and how things happen, but something at this scale when it’s just like so peaky, right? ’cause a storm isn’t through every night, so you don’t have that need to go and inspect things. But when you do. That is gonna be a massive undertaking. ’cause you gotta get people out there to literally like, at a minimum, binocular these things to make sure there isn’t any damage on ’em. And it’s gonna be, there’s gonna be storms where hundreds of turbines get hit. Rosemary Barnes: Yeah, well [00:23:00] those three companies, those three products that I mentioned are aiming to get around that. I mean, it will depend how contracts are worded. I know in Australia it is not the norm to check for lightning ever. So if the contract says someone has to, you know, use human eyeballs to verify lightning damage or not, then. That’s, you know, that’s what has to happen. But all of these technologies do aim to offer a way that you wouldn’t have to inspect every single one. So Polytech is using, um, different lightning characteristics and then they’ve got an algorithm which they say will learn, um, which types of strike cause damage that could. Potentially progress to catastrophic damage. Um, and then the other one that is interesting is the eLog Ping solution because they’ve also got the, um, damage monitoring. That’s their original aim of their product, was that if there’s a damage on the blade tip, say it’s been punctured by lightning, it, it actually makes a noise. Like it makes a whistle and they listen out for that. So if you combine the [00:24:00]lightning detection and the, um, like blade. Tip structure monitoring from Ping, then you can get a good idea of which ones are damaged. Like if it’s damaged badly enough to fail, it is almost certainly gonna be making a noise that the ping can, um, detect Allen Hall: as wind energy professionals. Staying informed is crucial, and let’s face it, d. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high quality content you need. Don’t miss out. Visit PE ps win.com today and this quarter’s PES WIN Magazine. There’s a lot of great articles, and as we roll into December. You’ll have time to sit down and read them. You can download a free copy@pswin.com. And there’s a, a really interesting article about [00:25:00] offshore, and there’s a number of articles about offshore this quarter. Well, two Dutch companies developed a solution to really one of the industry’s most persistent headaches. And when it’s flange alignment. So when you’re trying to connect the transition piece to the mono paddle out in the water, it’s not really easy to do. Uh. So PES interviewed, uh, Ontech and Dutch heavy lift consultants to explain their flange alignment system known as FAS. And it started when a turbine installation needed a safer, faster way to try to align these two pieces. So if you can think about the amount of steel we’re talking about, these are really massive pieces you’re trying to line and put bolts in, not easy to do out in the ocean. Uh, so what this new device can do is it can align the flanges in a couple of minutes. It can reshape deformed, flanges and Joel, as you know, everything offshore can get dinged warped. That’s pretty easy to do, so you don’t want that when you have a, a heavily loaded, bolted joint, like those flanges to be [00:26:00] perfectly, uh, smooth to one another and, and tight. So these two companies, Amek and Dutch heavy Lifting consultants have come up with some pretty cool technology to speed up. Installations of wind turbines. Joel Saxum: Yeah, I would say anybody who’s interested in wind, offshore wind, any of that sort, and you have a little bit of an engineering mind or an engineering, uh, quirk in your mind. As, as I think we said earlier in the episode today, engineering nerds. Um, I would encourage you to go and look at some heavy lift operations offshore, whether it is offshore wind, offshore oil and gas, offshore construction of any time or any type even pipe lay operations and stuff. Just to take, just to take in the, the sheer scale. At how, uh, at how these things are being done and how difficult that would be to manage. Think about the just tons and tons of steel and, uh, trying to put these pieces together and these different things. And then remember that these vessels are thousands of dollars, sometimes a minute for how specialized they are. Right? So a lot of money gets put into [00:27:00] how the, like when we’re putting monopiles in that these transit transition pieces get put on. A lot of money has been spent on. The ver like technology to get, make sure they’re super, super tight tolerances on the verticality of those when they’re driving the actual piles in. And then you’re doing that offshore in a nasty environment, sometimes from a jack up vessel, sometimes not from a jack vessel, sometimes from a mor or like a, you know, a pseudo mor vessel on, uh. Dynamic positioning systems, and then you’re swinging these big things with cranes and all this stuff, like, it’s just a crazy amount of engineering eng engineering and operational knowledge that goes into making this stuff happen. And if you make one little mistake, all of a sudden that piece can be useless. Right? Like I’ve been a part of, of heavy offshore lifting for oil and gas where they’ve. It’s built a piece on shore, got it out to the vessel, went to go put it off sub sea in 2000 meters of water, lowered it all the way down there and it didn’t fit like you just burned [00:28:00] hundreds and hundreds and thousands of millions of dollars in time. So this kind of technology that Anima Tech is putting out in Dutch Heavy Lift consultants. This is the key to making sure that these offshore operations go well. So kudos to these guys for solve for seeing a problem and solving a problem with a real solution. Uh, instead of just kind of like dreaming things up, making something happen here. I’d like to see it. Allen Hall: Check out that article and many more in this quarter’s. PES Wind Magazine downloaded free copy@pswind.com. Well, Yolanda, as we know, everybody’s out with Sky Specs, uh, doing blade inspections, and so many turbines have issues this year. A lot of hail damage, a lot of lightning damage and some serial defects from what I can tell. Uh, we’re, we’re getting to that crazy season where we’re trying to get ready for next year and prioritize. This is the time to call C-I-C-N-D-T and actually take a deep hard look at some of this damage, particularly at the blade root area. We’ve seen a lot more of that where, [00:29:00] uh, there’s been failures of some blades at the root where the bolt connection is. So you’re gonna have to get some NDT done. Boy, oh boy, you better get C-I-C-N-D-T booked up or get them on the phone because they’re getting really busy. Yolanda Padron: Yeah, you definitely need to schedule something. Make sure that you know at least where you stand, right? Be because imagine going into try to fix something and just have a hammer and then close your eyes and then see what you can fix. That way, like sometimes it feels like when you’re in operations, if you don’t have the proper. The proper inspections done, which sometimes there’s, there’s not enough budget for, or appetite or knowledge, um, in some of these projects to have early on. You come in and just, you, you see the end result of failure modes and you might see something that’s really, really expensive to fix now. Or you might think of, oh, this problem happened at X, Y, Z. [00:30:00] Site, so it’ll probably happen here. That’s not necessarily the case. So getting someone like NDT to be able to come in and actually tell you this is what’s going on in your site, and these are the potential failure modes that you’re going to see based on what you’re getting and this is what will probably happen, or this is what is happening over time in your site, is a lot more indicative to be able to solve those problems faster and way. More way, in a way less expensive manner than if you were to go in and just try to fix everything reactively. You know, if you have half a bond line missing. Then later you, your blade breaks. It’s like, well, I mean, you, you could, you could have seen it, you could have prevented it. You could have saved that blade and saved yourself millions and millions of dollars and, and so much more money in downtime. Joel Saxum: Yeah. The first time I ran into Jeremy Hess and the C-A-C-N-D team was actually on an insurance project where it was Yolanda, like you said, like [00:31:00] they let it go. The, the operator and the OEM let it go way too long, and all of a sudden they had a, like wind farm wide shutdown costing them millions in production. Uh, to find these, these issues that, uh, could have been found in a different manner when you talk to the team over there. Um, why we like to recommend them from the podcast is Jeremy has an answer for everything. He’s been around the world. He’s worked in multiple industries, aerospace, race, cars, sailboats, you name it. Um, he’s been a client to almost everybody, you know, in the wind industry, all the OEMs, right? So he knows the, the issues. He has the right tool sets. To dive into them. You, you may not know, not, you don’t need to be an NDT expert to be able to have a conversation because he will coach you through, okay, here you have this problem. Alright, this is how we would look at it. This is how we would solve it. Here’s how you would monitor for it, and then this is how you would, you know, possibly fix it. Or this is what the, the solution looks like. Um, because I think that’s one of the [00:32:00] hurdles to the industry with NDT projects is people just don’t. Know what’s available, what’s out there, what they can see, what they, you know, the issues that they might be able to uncover, like you said, Yolanda. So, um, we encourage, um, anybody that says, Hey, do you know anybody in NDT? Yeah, it’s Jeremy Hanks and the C-I-C-N-D-T team. Call ’em up. They’ve got the solutions, they’ll help you out. Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you next week on the Uptime Wind Energy [00:33:00] Podcast.

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.

Den absolutte top af dansk erhvervsliv er enige. De er dybt frustrerede og frygter det i sidste ende kan blive en kamp for overlevelse. Det handler om mulighederne for at kunne konkurrere på lige vilkår med ikke mindst Kina og USA - og det er ikke hvem som helst, der står bag kritikken. Topchefer fra Carlsberg, Arla, Vestas, Danske Bank og mange flere, som Finans har talt med, udtrykker dyb frustration over at EU ikke gør mere for at lempe vilkår og sikrer bedre investering. Hør i denne analyse, hvad kritikerne ønsker EU skal gøre og hvad konsekvenserne kan blive, hvis ikke der handles snart. Gæster: Emma, Qvirin, Kresten Andersen, journalister, Finans. Vært: Mads Ring. Foto: Joachim Ladefoged.See omnystudio.com/listener for privacy information.

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.

- Energia w Indiach spada, a słoneczna rośnie- Vestas otwiera nową fabrykę w Polsce- AT&T rezygnuje z programów DEIMasz pytanie do naszej redakcji? Możesz je zadać tutaj: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tally.so/r/npJBAV⁠⁠⁠⁠⁠⁠⁠⁠⁠Zawsze rano. Same fakty.5 najważniejszych wiadomości.5 minut.Wydarzenia ze świata, sportu, popkultury, technologii, środowiska i gospodarki. Ramówka:Poniedziałek: Ekonomicznie in BriefWtorek: Sport in BriefŚroda: PopCulture in BriefCzwartek: Technologicznie in Brief / Planet in BriefPiątek: World in Brief W aplikacji Voice House Club m.in.:✔️ Wszystkie formaty w jednym miejscu.✔️ Możesz przeczytać lub posłuchać.✔️ Transkrypcje odcinków z dodatkowymi materiałami wideo. ► Wypróbuj 30 dni za darmo: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@jaroslawkuzniarinbrief?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠

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.

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.

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,

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