Weather Guard Lightning Tech

Repowering the Wind Workforce: Rangel Renewables’ is Meeting Surging Industry Demand
This episode of the Uptime Wind Energy Podcast features Josh Rangel, founder and CEO of Rangel Renewables, a rapidly growing company providing renewable energy solutions. Josh discusses how he is partnering with community colleges to train new wind technicians to meet surging industry demand, his plans to expand into repowering projects with his crane company King Heavy Lift, the positive impacts of the Inflation Reduction Act, and how he is fostering a family culture and safety focus at his company during a time of unprecedented growth. The hosts also explore the global shortage of qualified wind technicians and what skills are most valuable for new hires to have. Throughout the wide-ranging conversation, Josh shares invaluable insights from the frontlines of the U.S. energy transition.
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!
Pardalote Consulting – https://www.pardaloteconsulting.com
Weather Guard Lightning Tech – www.weatherguardwind.com
Intelstor – https://www.intelstor.com
Joel Saxum: Welcome to the Uptime Wind Energy Podcast. I’m your co host, Joel Saxum, and today, Allen Hall and I have a very special episode in store for you. Joining us on the show is a forerunner in wind energy growth and a leader in the U. S. energy transition, Josh Rangel. He’s the founder and CEO of Rangel Renewables, a company that’s been growing rapidly, providing renewable energy solutions to the industry.
And he’s also the visionary behind King Heavy Lift, a key player in the race for a greener tomorrow. But today, he’s not just a business builder. He’s here to share his invaluable insights into the wind industry, hiring the right technicians, developing their skillsets, fostering an amazing family style company culture and discussing how the IRA bill is driving unprecedented growth in our field.
Without further ado, let’s get started with this episode of the Uptime Wind Energy Podcast. One of the things that we talked about off air was the fact that you’re not, Rangel isn’t out to steal technicians from that company and this company and that company. What you’re really doing is adding to the overall talent pool.
Because that’s the problem we have as an industry. We have, there’s a batch of really good technicians and people within the industry that know what they’re doing and can do it. However, We’re not going to be able to sustain the growth in what we need to accomplish for our energy transition unless we take brand new green people and train them up and give them opportunities to succeed.
So how are you guys attacking that problem?
Josh Rangel: By partnering with the community colleges this is my big point that I get all the time. I’m interested, but I just don’t know what to do. I don’t know where to go. How do I apply? What are the steps? Do I need to go to a school that is requiring me to go for two years?
When you get a call and hey, we need 35 individuals in two to four weeks, can you support it? I necessarily can’t have somebody go out to a school for two years and then say hey, you know Call me back whenever you’re ready to go. And so Streamlining the processes as we identified. Okay. Hey The market is going to continue to grow, not enough, staff that can do the work.
Trying to do our best to now working with Aaron to educate those from our social media posts or to go to apply, what the steps are to take.
Joel Saxum: Absolutely. And one of the tools that you have to do that is you’ve got access to some funds too, don’t you?
Josh Rangel: Yep. So with the Houston Community College, there’s a program that we’re able to access now having Rangel Renewables and King Heavylift.
I own both businesses 100%. I can offer up to a half million dollars on the Rangel Renewables side and half a million dollars on the King Heavylift side to trades. And so upwards of 2, 000 ahead each year. So when I talk about a economic impact for making sure that. Again, as low cost effective for them as possible.
That way, when they get into the program, it’s one to two weeks, depending upon what certifications that’s needed. And then at that point, they’re off and running and then identifying with their field supervisor and are forming and leads. Where we can, again, support and make sure that these guys have a successful plan of action to succeed.
We just hit our two year mark of no recordables. And so again, that’s the men and women in the field making sure that they’re the one another’s keeper. We have programs to promote safety. So if you identify that a tagline was feared and didn’t need to go back in the field hey, document that and then we have an application that they can submit it to.
And then we vote on in the back office to see which is the most critical, crucial one that You know, was a big safety hazard and then whether it be beats by Dre or cool coolers, just having a laundry list of things that they would like for themselves. So now it’s Oh man, you got, you had a Yeti cooler and it had the Rangel logo and you get that brand of, the good cat safety of the month.
And then it’s I want to be able to do that. So then you get an influx of, Oh, I found trash. All right. All right.
Joel Saxum: Yeah, that program, the idea of having that direct field to office connection is crucial, because you always, no matter what industry you’re in, there’s always the, hey, safety meeting.
Everybody has the capability of stop work. Everybody has the capability of stop work, right? Everybody says that. But sometimes when you’re on site, it’s almost like the mob mentality, where you’re like, ah, let’s just get this thing going, let’s just do this. But you’ve enabled your people to actually Step aside, they can do it, can they do it anonymously or either, either way, they have a direct connection to maybe the people that aren’t at the field level to the back office.
You guys know exactly what’s going on right away. I have to think that your clients love this.
Josh Rangel: Today, we just passed our audit for our first year with an ISO. Fantastic. Now, is it necessary on certain accords? No, but if I know that all our men and women in the field and in the back office are going home to their loved ones every single day, that’s pretty better.
And so note that I’m again, back to the statement, I’m reinvesting the money that we’re getting from profits and putting it back into the business because this business will be generational. We will be a global entity. We will be a billion dollar company. But you have to instill the right ethics and morals and standards.
Allen Hall: So the last time we had you on the podcast was about a year ago, and I think we thought we knew what was going to happen over the next 12 months. And I don’t think that has gone the way we necessarily thought it was going to go. And I’m curious for you, especially with the repowering, all the things that are happening in the industry, and particularly in the Midwest, what you thought was going to happen versus what happened.
And where do you think we’re going in the next 12 months?
Josh Rangel: I’m very thankful for maintenance. Our port, our portfolio boasts of a large quantity of maintenance. 2020, we had a tremendous year on not only new construction, but 75 percent of our work was repowered. We did over a gigawatt of installation in 2020.
We did 10 out of 12 months, day and night. So we were around the clock and starting with, the management meetings going into the foreman. Going into toolbox talks and, having our morning roundups, then you work basically a 10, 12 hour day, and then you’re going into night shift. And then it’s doing the same thing with those guys and getting them ready and prepared and moving light plants and trailers and man lifts and making sure all that, is accounted for now with the change and going back into the political sense, then you have a change in power and where’s the money going to be allocated.
And you have your. IRA and what does that look like? And now when we are submitting our bids, what kind of apprenticeship program do you have? What taxes can you provide? As a minority business owner, OEMs, certain companies are now telling me you have to let us know that because we’re also required to utilize companies like yourself from the repowered standpoint.
Now that you have that transition of cash coming through the door, what it’s looking like for infrastructure. Now looking at, Hey, if we can align ourselves with transmission distribution, greenfield, brownfield projects, but in line with some of the electrical work that I’m familiar with, then I might, again, there’s going to be probably other areas for grants or opportunities for companies to grow.
I’ve also thought about, do I open up another company for the offshore market? I think maybe Texas offshore, something to that metric, but. Then again, does that align with another half a million dollars that I can provide to the trades to get them into the industry? And now I have access to 1.
5 million to be able to every year get individuals through, the schools and certification programs that are needed. So with Repower, we’re starting to get more RFQs and I believe that it’s due in part two, not only the RA, but the tax credits that are in line. More owners are saying, Hey, they’re the tax credits are there.
So let’s go get it. And then technology too has just grown so vastly and what you can do, then what you’ve done, even as five years ago.
Joel Saxum: Yeah. Another side of that, we’ve been talking with some people too, is everybody’s watching Repower and everybody cause you’re looking at the bright apple in the eye, right?
But one of the truths here is that in 2010, 11, 12, we also had a huge wind push. If you watch for installed capacity, there was a spike during those years. And now that buck is due, right? They’re all 10 years old. So they’re qualified for PTC. So not only is it the boom that we had back then, but the new apple of the eye today is a perfect storm for repowers and investment.
Josh Rangel: Right. And to that you deemed to ask the question why aren’t you guys just building the new town? Why can’t we just go new construction all the way through or as an owner? You’re thinking if the collection lines are, all the substations are in here…
Joel Saxum: It’s connection queues, grid queue. Yeah.
Josh Rangel: If I’m unable to save an extra five to 10 million on the civil side, and all I have to do is just take a few components off and add an adapter and then throw on the new technology, I think I want to go that route. And that’s where I, my personal opinion, but also, working with, several.
Higher ups that in the industry understand why that push for repower is there. Due to the fact of not only cost savings on the front end, but also with the tax credits on the back end as well.
Allen Hall: So that, does that change what you do over the next 12 months? I’m just curious as we see wind farms and you’re probably out there telling everybody like, Hey, that went from 10 years old.
You probably got to repower it and we’re ready. Does that change the way you structure what happens next? Because you see all that repowering happening in front of you.
Josh Rangel: Yes, sir. And this is gonna be in line with a question you had about king heavy lift. When you’re building new construction sites, crawlers are great.
They’re fantastic for what they’re doing, but on the repower side, and you’re moving from pad to pad, they want something a bit more mobile but also the cough for mobing in and demoing. Start to really jump in. So by identifying, utilizing hydro cranes, LTM, 1750, 1650, 1500, those cranes can really get after it.
And so with King heavy lift identifying role, what cranes do you want to go to market with and how do we want to make sure that we’re entering to be successful. And right now we’ve been subbing some of our cranes out on particular projects, but. As we’re moving into 2024 and going into 2025, what we’re seeing with repower projects and RFUs, let’s get a few of the hydro cranes.
That way we can start getting our portfolio built, the finances where they need to be revenue wise, because again, as I’m trying to move into the offshore market and you’re dealing with a billion dollar companies what Rangel Renewable is doing revenue wise and project wise. And how many cranes is King Heavy Lift and what type of lifts are you doing and in what capacity?
And so when you really put those together, now providing a full turnkey service to our customers, it really just makes sense to say. We trust them and we know that they can do the job.
Joel Saxum: Yeah. You become the solution provider, right? They’re saying we got a problem or we got a project. Let’s just call Josh and Aaron and the team, and they’ll figure out what they need to do to support us.
That’s the way you want it. That’s the perfect spot in the industry to be in.
Josh Rangel: For sure. And so that’s where. Really trying to strategize with purchases and getting manpower and aligning ourselves to make sure that again, if I know that we’re going to need another 150, 200 guys, girls in the next 12 months, what are we doing now to plan for it?
And again, align ourselves with purchasing of cranes and what that looks like. So super excited. Again, I say that we’re blessed and highly favored and doing a lot of great things. We’re in our seven year anniversary. So Friday going to supply, propose a few things and again, but when I look at it, we’ve really been operating as a true wind company the last four years, going into December.
To be able to say that. You just can’t put it into words. Yeah. So thankful and blessed. And I just remember it was like the first, I gotta read this first payroll, Lord help me. It like, and then it’s hey, I would look on LinkedIn. It’s what man, this is so cool. Their LinkedIn profile shows, wind technician Rangel renewables.
It’s like, all right, two months and then three months. Like, all right, people we’re seeing that, no one’s quitting. We’re doing this.
Joel Saxum: Yeah. Congrats, man. It’s not an, it’s not an easy road.
Josh Rangel: Oh yeah. No, not at all. And I probably, I know I make Aaron pull his hair out cause I’m like, Hey, we just started three new guys.
Are they on LinkedIn? Man, I just, they’re just trying to get on board. I’m like yeah, that’s fine. But LinkedIn makes sure they’re on it.
Allen Hall: Yeah. I do think you’re playing in a unique space at the minute, right? Because in business, particularly in the business you’re in, timing is everything.
That if you can ride the wave, you need to be riding that wave. And it become a little bit dangerous, right? That there’s a lot of money moving around and a lot of possibilities and not always, you may not always win that next contract that does that sort of change your perspective on what’s going to happen over the next 12 months in, in the sense of there’s a lot of activity, we can bid a lot of jobs out.
But we also know on the same token that getting good people on site can be difficult and to do the quality of job you guys have done, that there’s a standard you have to meet there. And does that sort of change your perspective on, Hey, we’re going to be much more selective on, on the tasks we do or the customers we work with going forward?
Josh Rangel: With wind, we can do wind and we knock it out of the park. On the King heavy lift side with cranes, I’m not just subject to wind projects. I’m also available for infrastructure, marine and construction sites. And we’re in the Mecca, oil and gas energy capital of the world in Houston. We have all the refineries, petrochem facilities, outages.
So really making sure that if we needed a pivot or diverse by the portfolio and say, Hey, we have these four cranes out and they were moving and moving the last 10 months, we might have a low for a month and a half. Okay. Let’s go move this to outage and they’re going to be out there for the next six weeks.
And then once the outage is done, we can shoot it back and it’s going to go back to the, projects in Iowa and it’ll be there for another 12 months. So really making sure that they’re not sitting, but also. Whether it be new construction, repower, maintenance is going to be pretty consistent. So we signed a three year service contract with a large OEM and it looks like we’re in line to do that with another OEM.
And wow, that’s great. Yes, sir. So consistently, we should be good on the maintenance side for. Blade bearings, main bearings, generators, gearboxes drive drains we’re doing a couple of nacelle swaps out in Colorado right now. We’re just small odd jobs, having to replace.
Whether it be fluids or oil or checking in on the batteries. And there’s just a plethora of things that need to be done. But again, it goes back to now being asked for BOP work a little different, but I’m open for it because again, that opens up another area for. New technicians to come into the industry and learn what we do.
Allen Hall: Oh yeah, absolutely. And that does force your people to have sort of a broader sense of skills, right? That if you’re doing BOP or you’re up tower a little bit, those are not always the same thing. And getting back to the training piece for here for a minute, that does mean, uh. Technicians, I know we use the word technician very broadly, right?
But that does mean that the technicians need to have some sort of basic fundamental skill, whether it be a mechanical or electrical even some civil work, that they have to have some area of expertise that they’re baselined in. Does that then drive how you select technicians?
If, we had a good example, we were talking to some companies up in Canada last week and they were going through this discussion about where to find technicians and What kind of skill sets are you, are they looking for? And one of the things that popped up was I don’t want somebody who’s just wind specific.
I don’t want somebody who just only knows how to fix blades or to grease gearboxes or whatever it is. I want somebody who has a little bit of a broader set of skills that can do, can be multiple things. Probably superior in one of those things at least, but has a broader sense of skills that the electrician can do.
Lubrication work or can go do BOP work. Is that the kind of person you’re looking for generally when you’re out and trying to bring new people on and for all these new jobs that we just created?
Josh Rangel: Yeah, no, great question. And it goes back to the culture of our business and making sure that we just don’t have people that are one sided.
If you hired me, I’m only gonna do blade swaps and that’s it. You’re probably not going to be a great fit because we have to be flexible and nimble. Our customers saying, Hey, we got to go shop out a generator. If you don’t know it, I’m going to put you with an experienced technician or a lead or a foreman that does, and go start to gain that experience.
Joel Saxum: Not just throw it, not just throwing them into the fire because you see that way too much in this industry, to be honest with you.
Josh Rangel: So identifying with our customers, if we’re going to start aligning with the BOP, having in house training. That way, if they are open for it, then it’s will get me in line with who’s already performing these tasks and then they’ll go through a week or two weeks worth of training to identify what those questions are and having labs to identify circuits and what they need to be looking out for, just basic maintenance work.
And again, it goes back to, there’s just not enough people in this industry, and we gotta go create them.
Allen Hall: That is so true, and that is industry wide, and we hear, Joel, we hear that all over the place. I don’t care what part of the planet we’re on at the moment, when we ask about technicians, same problem.
Joel Saxum: Yeah, you can be in Sweden, offshore in the UK, you can be in Italy, South America. Everybody’s like, where are we going to get these people from? How are we going to do this? The the global wind energy consortium, they came out with a report the other day and the statistics in it were staggering.
It was like with it by 20, I think it was 2040, they were saying 400, 000 new wind energy technicians globally, like 400, 000 people that need to be trained in the next. 17 years. That’s crazy.
Allen Hall: All right, Josh, thanks for being on the program. I, everybody wants to talk to you and try to connect with you. And I always say go to the website.
So you want to just tell everybody where they can find you.
Josh Rangel: Yeah. So if you’re wanting to connect, please reach out on our website, www.rangelrenewables.com or LinkedIn. I’m very active on that platform. And we have our social media platforms on Facebook. As well as Instagram and Twitter, the new X. So look forward to connecting with you guys.
And also our number to reach us at the office is 832-304-8328. Again, look forward to connecting and hopefully see you guys soon.
Repowering the Wind Workforce: Rangel Renewables’ is Meeting Surging Industry Demand
Renewable Energy
Boycott Amazon
At left are a few good reasons not to shop from Amazon.
I use eBay, so as not to make this world an even worse place than it is now.
Renewable Energy
Vineyard Wind’s $69.50 PPA, Two Offshore Lease Exits
Weather Guard Lightning Tech
![]()
Vineyard Wind’s $69.50 PPA, Two Offshore Lease Exits
Rosemary reports back on her visit to multiple Chinese renewable energy companies, Vineyard Wind activates a $69.50/MWh PPA with Massachusetts utilities, and Bronze Age jewelry halts a German wind project.
Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us!
[00:00:00] The Uptime Wind Energy Podcast brought to you by Strike Tape protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com and now your hosts.
Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’m here with Yolanda Padron in Austin, Texas, who is back from the massive wedding event. Everybody’s super happy about that, and Rosemary Barnes had her own adventures. She just got back from China and Rosemary. You visited a a lot of different places inside of China.
Saw some cool factories. What all happened?
Rosemary Barnes: Yeah, it was really cool. I went over for an influencer event. So if you are maybe, you know, in the middle of your career, not, not particularly attractive or anything you might have thought influencer was ruled out for you as a career. No one, no one needs engineering influencers in their [00:01:00] forties.
It’s incorrect. It turns out that’s, that’s where, that’s where I, I found myself. It was pretty cool. I, I did get the red carpet rolled out for me. Many gifts. I had to buy a second bag to bring home the gifts, and when I say I had to buy a second bag, I had to mention. Oh, I have so many gifts, I’m gonna need another bag.
And then there was a new bag presented to me about half an hour later. But, so yeah, what did I do? I got to, um, as I was over there for a Sun Grow event. Huge, huge event. They, um, it’s for, it’s for their staff a lot, but it’s also, they also bring over partners. They also bring over international experts to talk about topics that are relevant to them.
Yeah. They gave everybody factory tours in, um, yeah, in, in shifts. Um, I got to see a module assembly factory, so where they take cells, which are like, I don’t know, the size of a small cereal box, um, and assemble them into a whole module. Then the warehouse, warehouse was [00:02:00] gigantic. It, um, was, yeah, 1.8 gigawatt hours worth of cells that couldn’t hold in that one building.
They’re totally obsessed with fire safety there in everything related to batterie, like in the design of the product, but also in, in the warehouse. And they do, yeah, fire drills all the, all the time. Some of them quite big and impressive. Um, I saw inverter manufacturing facility that was really cool.
Heaps of robots. Sw incredibly fast. Saw a test facility.
Allen Hall 2025: So was most of the manufacturing, robotics, or humans?
Rosemary Barnes: Yeah. So at the factory it was like anything that needed to be done really fast or with really good quality was done by robots. So they had, um, you know, pick and place machines putting in. Um, you know, components in the circuit board, like just insane, insane rate.
I’m sure it’s quite, quite normal, but, um, just very fast. Everything lined up in a row. Most of their quality control is done by robots. Um, so it does well it’s done by ai, I should say. [00:03:00] Taking photos of, of things and then, um, AI’s interpreting that. Repairs, I think were done by humans. There were humans doing, um, like custom components as well.
Like not every product is exactly the same. So the custom stuff was done by humans.
Allen H: So that’s the Sun Grove facility, right? You, but you went to a couple of different places within China?
Rosemary Barnes: Yeah, I went to another, a factory, a solar panel, a factory, um, from Longie. That was really cool too. I got to see a bit more probably of the, um, interesting, interesting stuff there, like, uh, a bit more.
Um, yeah, I don’t, I dunno, processes that aren’t, aren’t so obvious. Not just assembly, but um, you know, like printing on, um, bus bars and, you know, all of the different connections and yeah, it was a bit, a bit more to it in what I saw. Um, so that was, but it, it’s the same, you know, as humans are only involved when it’s a little bit out of the.
Norm or, um, where they’re doing repairs, actual actually re [00:04:00]repairing. You know, the robots or the AI is identifying which components don’t meet the standard and then they’ll go somewhere where a human will come and, um, fix them.
Allen H: Being the engineer there. Did you notice where the robots are made? Was everything made in China that was inside the factory or were they bringing in outside?
Technology.
Rosemary Barnes: I didn’t think to look for that, but I would assume that it was Chinese made, also
Allen H: all built in country
Rosemary Barnes: 20 years ago that wouldn’t have been the case, but I think that China has had a long, a long time to, to learn that. Again, it’s not like, it’s not, it’s not rocket science. These are, these are pick and place machines, you know, like I remember working on a project very early in my career, so.
Literally 20 years ago, um, I was working with pick and place machines. It’s the same, it’s the same thing. Um, some of them are bigger ’cause they’re, you know, hauling whole, um, battery packs around. It’s just the, um, the way that it’s set up, but then also the scale that they can achieve. You just, you can’t make things that cheap if you don’t have the [00:05:00] scale to utilize everything.
A hundred percent. Like I said, wind turbine towers is a really good example. ’cause anyone, any steel fabricating
Allen H: shop
Rosemary Barnes: could make a wind turbine tower. Right? They, they could, they could do that. You know, the Chinese, um, wind turbine tower factories have the exact right machine. They don’t have a welder that they also use for welding bits of bridges or whatever.
Uh, they have the one that does the exact kind of world that they need, um, for the tower. They, you know, they do that precisely. Robotically, uh, exactly the same. And, you know, a, a tower section comes on, they weld it, it moves off to the next thing, and then a new one comes on. They’re not trying to move things around to then do another weld in the same machine.
You know, like they’re, um, but the exact right. Super expensive machine for the job costs a whole bunch to set up a factory. And then you need to be making multiple towers every single day out of that factory to be able to recoup on your cost. And so that is [00:06:00] the. The, um, bar that is just incredibly hard slash impossible for, um, other countries to clear.
Allen H: Can I ask you about that? Because I was watching a YouTube video about Tesla early on Tesla, where they wanted to bring in a lot of robotics to make vehicles and that they felt like that was the wrong thing to do. In fact, they, they, they kinda locked robots in and realized that this is not the right way to do it.
We need to change the whole process. It was a big deal to kind of pull those. Specialized piece of equipment, robots out and to put something else in its place in that they learned, you know, the first time, instead of deciding on a process, putting it in place and then trying to turn it on, see if it works, was to sort of gradually do it.
But don’t bolt anything down. Don’t lock it in place such that it doesn’t feel like it’s permanent. So you engineer can think about removing it if it’s not working. But it sounds like this is sort of the opposite approach of. A highly specialized [00:07:00] machine set in place permanently to produce. Infinite amounts of this particular product, does that then restrict future changes and what they can make or, I, I, how do they see that?
Did, did you talk about that? Because I think that’s one of an interesting approaches.
Rosemary Barnes: I didn’t actually get as much chances I would’ve liked to speak to engineers. Um, I was talking mostly to salespeople and installers. Um, so they know a lot, but I couldn’t, um, like in the factory tours, I was asking questions.
Um. That kind of question and, and they could answer all, all that. Um, but outside of that, and I couldn’t record in the factory obviously. Um, but I did, I did take notes, but what I would say is that they would have a separate facility where they would be working out the details of new products and new manufacturing processes and testing them out thoroughly before they went and, you know, um, installed everything correctly.
But what I do hear is that, you know, especially with solar power. Maybe to [00:08:00] batteries to a lesser extent. You, you know, you like, you have these kind of waves of technology. Um, so you know, like everyone’s making whatever certain type of solar cell and then five years later, um, there’s a new more efficient configuration and everybody’s making that.
And I know that there are a lot of factories that kind of get scrapped. Um, and the way that China’s set up their, like, you know, their economy around all this sort of thing is set up is that it’s not that, like every company doesn’t succeed. Right. They SGO was a big exception because they’ve been going since 1997, I think it was.
It was started by a professor quid his job and hired a room across the, across the road from his old university and, you know, built his first inverter and, um, you know, ’cause he, he could see that. Uh, the grid was gonna have to change to incorporate all of the solar power that was coming, which to be honest, in 1997, that was like pretty, pretty farsighted.
That was not obvious to me when I started working in solar in mid two thousands. And it was not obvious to me that this was a winner.
Allen H: Well, has sun grow evolved then quite a bit? ’cause if you’re [00:09:00] saying that they’ve minimized the cost to produce any of their products by the use of robotics, they have been through an evolutionary process.
You didn’t see any of the previous generations of. Factories. You, you were just seeing the most modern factory that that’s actually producing parts today. So is that a, is that a, is that just a cost mindset that’s going on in China? Like, we’re just gonna produce the lowest cost thing as fast as we can, or is it a market penetration approach?
What are, what were, were the engineers in management saying about that?
Rosemary Barnes: I think there’s a few different aspects to that, like within China. So Sun Grow is the big company with a long track record and they’re not making the cheapest product out of China. So I think that they are still trying to make the cheapest product, but they’re not thinking about it just in the purchase price.
Right. They’re thinking more in terms of the long, long term. You know, they’ve been around for 30 years and probably expect to be around for another 30 years. They don’t wanna be having [00:10:00] recalls of their products and you know, like having to, um. Installers in particular are probably working with them because they know that they won’t have to go back and do rework and the support is good and all that sort of thing.
So they’re spending so much money on testing and you know, just getting everything exactly right. But I don’t think that that’s the only way that China is doing it. There’s, you know, dozens, probably hundreds of companies. Um. Doing similar stuff between Yeah, like solar panels and associated stuff like inverters and, and batteries.
So many companies and all of them won’t succeed. You know, sun Girls Facility in, I was in her and it’s huge, you know, it’s like a, a medium sized country town. Just their, um, their campus there, they’re not, they’re not scrapping that and moving to a new site, you know, they’re gonna be. Rejiggering and I would expect that, you know, like everything’s set up exactly the way it needs to be, but it’s not like gigantic machines.[00:11:00]
It’s not like setting up a wind turbine blade factory where it’s hard if you designed it for 40 meter blades, you can’t suddenly start making 120 meter blades. Like it’s, they will be able to be sliding machines in and out as they need to. Um, so I, I, yeah, I guess that it’s some, some flexibility. But not at the cost of making the product correctly.
Allen H: Did you see wind turbines while you were in China?
Rosemary Barnes: I, the only winter I saw, I actually, I saw, because I caught the train from Shanghai, I actually caught the fast train from Shanghai to, which is about, it depends which one you get between like an hour 40 or three hours if it stops everywhere. Um, and I did see a couple of wind turbines on the way there, out the window, just randomly like a wind turbine in the middle of a, a town.
Um, so that was a bit, a bit interesting. But then in the plane, on the way back, the plane from Shanghai to Hong Kong, I, at the window I saw a cooling tower of some sort. So either like a, yeah, some kind of thermal [00:12:00] power plant. And then. Around all around, well, wind turbines, so onshore wind turbines. So I don’t know.
Um, yeah, I, I don’t know the story behind that, but it’s also not a particularly windy area, right? Like most of the wind in China is, um, to the west where, uh, I wasn’t
Allen H: as wind energy professionals, staying informed is crucial, and let’s face it. 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 PS win.com today. So there are two stories out of the US at the minute that really paint a picture of the industry. It was just being pulled in opposite directions. The Department of Interior announced agreements to terminate two more.
Offshore wind leases, uh, [00:13:00] Bluepoint wind and Golden State wind have agreed to walk away from their projects. Global Infrastructure Partners, which is part of BlackRock, will invest up to $765 million in a liquified natural gas facility instead of developing blue point wind. Ah. And Golden State Wind will recover approximately $120 million in lease fees after redirecting investment to oil and gas projects along the Gulf Coast, and both companies say they will not pursue further offshore wind development in the United States.
Well, we’ll see how that plays out. Right? Meanwhile. In Massachusetts Vineyard Wind, which has been fighting with GE Renova recently has activated its long awaited power purchase agreement with three utilities. The contract set a fixed electricity price of drum roll please. [00:14:00] $69 and 50 cents per megawatt hour for the first year and a two and a half percent annual increase.
Uh, state officials say the agreements will save rate payers $1.4 billion over 20 years. So $69 and 50 cents per megawatt hour is a really low PPA price for offshore wind. A lot of the New York projects that. Renegotiated we’re somewhere in the realm of 120 to $130 a megawatt hour, and there’s been a lot of discussion in Congress about the, the usefulness of offshore wind.
It’s intermittent blahdi, blahdi, blah. Uh, but the, the big driver is what costs too much. In fact, it doesn’t cost too much. And because it’s consistent, particularly in the wintertime, uh, electricity prices in Massachusetts in the surrounding area are really high. ’cause of the demand and ’cause how cold it is that this offshore wind project, vineyard wind would be a huge rate saving.
And [00:15:00] actually the math works out the math. Math everybody. Do you think this is, when we go back five years from now, look back at this. This vineyard wind project really makes sense for Massachusetts.
Yolanda Padron: I think it really makes sense for Massachusetts. I’m really interested to know what the asset managers are thinking on the vineyard wind side, um, and if they’re scared at all to take this on.
I mean, it’s great and I’m sure they can absolutely deliver. Like generation I don’t think should be an issue. Um. I just don’t know. It’s, it sounds like they’re leaving a lot of money on the table.
Allen H: I would say so, yeah. But remember, the vineyard win was one of the early, uh, agreements made when things were, this is pre Ukraine war, pre Iran conflict on a lot of other, a lot of other things.
It was pre, so I remember at the time when this was going on that. P. PA prices were higher than obviously a lot of other [00:16:00] things. Onshore solar, onshore wind, it would, offshore is always more expensive, but I don’t remember $69 popping up anywhere in any filing that I remember seeing. So even if they had said $69 five years ago, I think that would’ve still been like, wow, that’s pretty good for an offshore wind project.
And now it looks fantastic for the state of Massachusetts
Yolanda Padron: because I know that there’s sometimes, and we’ve talked about this in the past, right? There are sometimes projects where, you know, you think you, you’ve got a really good price and you’re really excited about it, and then it goes into operation and then like a couple years down the road, prices increase quite a bit and it’s not the worst thing in the world.
But you do just kind of think a little bit like, I wish I could. Renegotiate this or you know, just to get, to get our team a bit of a better deal or to get a bit more money in operations and everything.
Allen H: Does this play into Vineyard wind claiming $850 [00:17:00] million in dispute with GE Renova that at $69 PPA, there’s not a lot of profit at the end of this and need to get the money out of GE Renova right now, and maybe why GE Renova wants to get out of this because they realize.
The conflict that is coming that they need to separate the, the themselves from this project. It’s, it’s very, as an asset manager, Yoland, as you have done this in the past, would you be concerned about the viability of the project going forward, or is all the upfront costs. Pretty much done in that operationally year to year.
It’s, it’s not that big of a deal.
Yolanda Padron: As an asset manager taking this on, I’d probably have started preparation on this project a lot earlier than other of my projects like I do. I know that usually there’s, you know, we’ve talked about the different teams, right, throughout the stages of the project until it goes into operations, [00:18:00] but.
And usually you don’t have a lot of time to prepare to, to make sure all of your i’s are dotted and t’s are crossed, um, by the time you take the project and operations from a commercial standpoint. But this project, I think would absolutely, like you, you would need to make sure that a lot of the, of the things that you’re, that might be issues for some of your projects like aren’t issues for this project.
Just to make sure at least the first few years you can. You can avoid a lot of, a lot of turmoil that the pricing and the disputes and the technical issues are gonna cause you, because I feel like it’s just, there’s, there’s just so many things that just keep this side, just keeps on getting hit, you know?
Allen H: Well, I, I guess the question is from my side, Yolanda, is obviously inflation, when this project started was pretty consistent, like one point half, 2%. It was very flat for a long time. And interest rates, if you remember when this project started, were very, very low. Almost [00:19:00] nonexistent, some interest rates.
Now that’s hugely different. How does a contract get set up where a vineyard can’t raise prices? It would just seem to me like you would have to tie some of the price increase to whatever the inflation rate is for the country, maybe even locally, so that if there were a, a war in Ukraine or some conflict in the Middle East.
That you, you would at least be able to, to generate some revenue out of this project because at some point it becomes untenable, right? You just can’t afford to operate it anymore. And,
Yolanda Padron: and I think, um, I, I haven’t, I obviously haven’t read the, the contracts themselves, but I know that there’s sometimes there, it’s pretty common for a PPA to have some sort of step up year by year.
And it’s usually, it can be tied to, um, the CPI for. Like the, the change in CPI for the year to year. So you’re [00:20:00] absolutely like, right, like maybe, I mean, hopefully they’re, they’re not just tied to the fixed 69 bucks per megawatt hour. Um, but, but yeah, to, to your point like that, that price increase could, could really save them.
Now that we’re, we’re talking the, the increase in, in inflation right now and foreseeable future,
Allen H: if you think about what electricity rates are up in the northeast. I think I was paying 30 cents a kilowatt hour, which is 300. Does that sound right? $300 a megawatt hour. Delivered at the house, something like that.
Right? So
Yolanda Padron: prices in the northeast are crazy to me,
Allen H: right? They’re like double what they are in North Carolina. Yeah.
Delamination and bottom line failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws [00:21:00]before they become expensive burdens. Their non-destructive test technology penetrates deep dip blade materials to find voids and cracks.
Traditional inspections completely. Miss C-I-C-N-D-T Maps Every critical defect, delivers actionable reports and provides support to get your blades. Back in service, so visit cic ndt.com because catching blade problems early will save
Yolanda Padron: you millions.
Allen H: Well, sometimes building a wind farm turns out more than expected construction workers at a 19 turbine wind project in lower Saxony Germany under Earth. What experts call the largest Bronze age Amber Horde ever found? The region, the very first scoop of an excavator brought up bronze and amber artifacts that stopped construction and brought archeologists back to the site.
Uh, the hoard has been dated between [00:22:00] 1500 and 1300 DCE and is believed to have belonged to at least three. Status women possibly buried as a religious offering. Now as we push further and further across Germany with wind turbines and solar panels for, for that matter, uh, we’re coming across older sites, uh, older pieces of ground that haven’t been touched in a long time and we’re, we’re gonna find more and more, uh, historically significant things buried in the soil.
What is the obligation? Of the constructor of this project and maybe across Europe. I, I would assume in the United States too, if we came across something that old and America’s just not that old to, to have anything of, of that kind of, um, maybe value or historically significant. What is the process here?
Rosemary Barnes: I assume that they’ve gotta stop, stop work. Um, yeah, that’s my, my understanding and I don’t think, do you have [00:23:00] grand designs in America?
Allen H: I don’t know what that is. Yes.
Rosemary Barnes: So missing out by not having that chat. It’s a TV show about people who are building houses or doing, um, ambitious renovations, and it just, it follows, it follows them.
You can learn a lot about project management or. The consequences if you decide that you don’t need to, project management isn’t a thing that you need to do. Um, anyway. I’m sure that in some of those ones I’ve seen they have had work stop because in their excavation they found a, um, yeah, some, some kind of relic, um, from the, from the past.
So based on that very well-credentialed experience that I have, I can confidently say that they would be stopping stopping work on that site. I mean, it’s so bad, bad for the developer, I guess, but it’s cool, right? That they’re, you know, uncovering, uh, new archeology and we can learn more about, you know, people that lived thousands of years ago.
Allen H: It, it does seem [00:24:00] like, obviously. Do push into places where humans have lived for thousands of years. We’re going to stumble across these things. Does that mean from a project standpoint, there’s, there’s some sort of financial consequence, like does the lower Saxony government contribute to the wind turbine fund to to pay the workers for a while?
’cause it seems like if they’re gonna do an archeological dig. That that’s gonna take months at a minimum, may, maybe not, but it usually, having watched these things go on it, it’s. It’s long.
Rosemary Barnes: But wouldn’t that be something that you’d have insurance for?
Allen H: Oh, maybe that’s it.
Rosemary Barnes: You know, it seems to me like an insurable, an insurable thing, like not so hard to, it would’ve affected plenty of other, like any project that involves excavation in Europe would come with a risk of, um, finding Yeah.
An archeological find. And having work stopped, I would assume.
Allen H: Yolanda, how does that work in the United States do, is there some insurance policy towards finding [00:25:00] a. Ancient burial ground and what happens to your project?
Yolanda Padron: I don’t know. I, um, the most I’ve heard has been, it’s just talking to like the government and like the local government and making sure that you have all your permits in place and making sure, you know, you might need to, to have certain studies so you know, you might not have to get rid of the whole wind farm or remove the hole wind farm, but at least a section.
Of it has to be displaced from what you originally had thought. I don’t know. I know it happens a lot in Mexico where you get a lot of changes to construction plans because you find historical artifacts or obviously not everybody does this, but like. Tales of construction workers who will like, find, they’re so jaded from finding historical artifacts that they just kind of like take and then dump them to the next plot over to not deal with it right now.
Not that it’s anything ethical, uh, or done by everybody, [00:26:00] uh, but it’s, but, but it’s a common occurrence, a relatively common occurrence.
Allen H: You would think it where a lot of wind turbines are in the United States, which is mostly Texas and kind of that. Midwest, uh, wind corridor that they would’ve stumbled across something somewhere.
But I did just a quick search. I really hadn’t found anything that there wasn’t like a Native American burial ground or something of that sort, which they previously knew. For the most part. It’s, so, it’s rare that, that you find something significant besides, well, maybe used some woolly mammoths tusks or something of that sort.
Uh, in the Midwest, it’s, it’s, so, it’s an odd thing, but is there a. A finder’s fee? Like do does the wind company get to take some of the proceeds of, of this? Trove of jewelry.
Rosemary Barnes: I, I would be highly surprised.
Allen H: Well, how does that work then? Rosemary?
Rosemary Barnes: I’d be highly surprised if that’s the case in Europe. I bet it would happen like that in America.
Allen H: Sounds like pirate bounty in a sense.
Rosemary Barnes: In, in Australia it wouldn’t be like that because [00:27:00]you, when you own land, you don’t actually. You, you own the right to do things from surface level and above, basically. I don’t know how excavation works. So you don’t generally have a a right to anything you find like that?
I mean, you shouldn’t either. It’s not, it’s not yours. It’s a, it belongs to the, I don’t know, the people that, that were buried. When you then to the, the land, like, I guess. The government in some way. I mean, in Australia it’s, um, like we don’t have so many archeological fines that you would find from digging.
I mean, it’s not that there’s none, but there’s not so many like that. But it is pretty common that, you know, there are special trees, um, you know, some old trees that predate, uh, white people arriving in Australia. And, um, you know, that have been used for, you know, like it might have a, a shield that’s been, um.
Carved out of it. Or, uh, hunting. Hunting things, ceremonial things, baskets, canoes, canoe like things, stuff like that. They call ’em a scar [00:28:00] tree ’cause they would cut it out of a living, living tree. And you know, so when you see a tree with those scars and that’s got, um, cultural significance. There’s also, you know, just trees that were, um.
That that was significant for cultural reasons and so you wouldn’t be able to cut down those trees if you were building any, doing any kind of development in Australia and a wind farm would be no different. I know that they are, there are guidelines for, if you do come across any kind of thing like that or you find any anything of cultural significance, then you have to report it and hopefully you don’t just move it onto the neighboring property.
Allen H: I know one of the things about watching, um. Some crazy Canadian shows is that. Uh, you have to have a Treasure Hunter’s license in Canada. So if you’re involved in that process, like you can’t dig, you can’t shovel things, only certain people can shovel. ’cause if they were to find something of value, you.
You’ll get taxed on it. So there’s just a lot of rules [00:29:00] about it. Even in Canada,
Rosemary Barnes: if I was an indigenous Australian and you know, some Europe person of European descent came and found some artifacts, uh, aboriginal. Artifacts. I would be pissed if they just took it and sold it. Like that’s just clearly inappropriate right.
To, to do that. So you, I don’t think it should be a free for all. If you find artifacts of cultural significance and you just, it’s, you find its keepers that, that doesn’t sound right to me at all.
Allen H: Can we talk about King Charles II’s visit to the United States for a brief moment?
Uh, he is a really good ambassador, just like, uh, the queen was forever. He’s, he does take it very seriously and the way that he interacted with the US delegation was remarkable at times in, in terms of knowing how to deal with somebody that there’s a war going on right now. So there’s a lot [00:30:00] happening in the United States that, uh, not only could it be.
Uh, respecting both sides of the UK and the United States’ position in a, in a number of different areas, but at the same time being humorous, trying to build bridges. Uh, king Charles, uh, had the scotch whiskey tariffs removed just by negotiating with President Trump, and sometimes that’s what it takes.
It’s a little bit of, uh. Being a good ambassador.
Allen H: Yeah. The very polished you would expect that. Right? But this is the first visit of. The king to the United States, I believe. ’cause he, he’s been obviously as a prince many, many, many times to the United States. [00:31:00]But this time as, as a, the representative of the country, the former representative or head of the country, which was unique.
I think he did a really good job. And I wish he, they would’ve talked about offshore wind. Maybe he could’ve calmed down the administration on offshore wind.
Rosemary Barnes: I bet that’s one of the, the goals. I mean, that’s an industry that’s important to. So
Allen H: I wonder if that happened actually. ’cause that’s not gonna be reported in, in the news, but how the UK is going on its own way in terms of electrification and I guarantee offshore wind had to come up it.
Although I have been not seen any article about it, I, I find it hard to believe that King Charles being the environmentalist that he is, and a proponent of offshore wind for a long time. Didn’t bring it up and try to mend some fences.
Rosemary Barnes: Maybe he’s playing the long game though. I mean, Trump is pretty, he’s transactional, but he also, you know, he has people that he really likes and you know, will act in their interests.
So maybe it’s enough to just be [00:32:00] really liked by Trump, and then that’s the smartest way you can go about it.
Allen H: Did you see the gift that King Charles presented to, uh, the US this past week?
It was a be from, uh, world War II submarine, which was the British, I dunno what the British called their submarines, but it was, the name of it was Trump. So they had the bell from. The submarine when it had been commissioned and they, they gave that to the United States, or give to the president. It goes to the United States.
The president doesn’t get to keep those things, but it was such a smart, it’s a great president. It’s such a smart gift, and somebody had to think about it and the king had to deliver it in a way that got rid of all the noise between the United States and the uk. Brought it back to, Hey, we have a lot in common [00:33:00] here.
We shouldn’t be bickering as much as we are. And I thought that was a really smart, tactful, sensible way to try to men some fences. That was really good. 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.
Don’t forget to subscribe, so you never miss this episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. For Rosie and Yolanda, I’m Allen Hall and we with. See you’re here next week on the Uptime Wind Energy Podcast.
Renewable Energy
America Is a Gun
I’ve enjoyed quite a few works from the poet whose work appears at left, but this one speaks to me most clearly.
Money means everything, and the value we put on the lives of our children pale in comparison.
-
Greenhouse Gases9 months ago
Guest post: Why China is still building new coal – and when it might stop
-
Climate Change9 months ago
Guest post: Why China is still building new coal – and when it might stop
-
Greenhouse Gases2 years ago嘉宾来稿:满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change2 years ago
Bill Discounting Climate Change in Florida’s Energy Policy Awaits DeSantis’ Approval
-
Climate Change2 years ago嘉宾来稿:满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Renewable Energy6 months agoSending Progressive Philanthropist George Soros to Prison?
-
Carbon Footprint2 years agoUS SEC’s Climate Disclosure Rules Spur Renewed Interest in Carbon Credits
-
Greenhouse Gases10 months ago
嘉宾来稿:探究火山喷发如何影响气候预测
