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Chinese Cable-Cutting Patent, Blades in Coal Mines, LNG Ruling

This week we discuss Wyoming’s plan to bury blades in sealed coal mines, a Chinese patent that seems linked to subsea attacks, and a ruling that threw out the possibility of train-transported liquified natural gas in the US.

Fill out our Uptime listener survey and enter to win an Uptime mug! Register for Wind Energy O&M Australia! https://www.windaustralia.com

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Allen Hall: Wyoming gets creative with turbine blade recycling while concerns mount over submarine cable security in European waters. Plus, a federal ruling on LNG transport poses new challenges for East Coast energy plants. This is the Uptime Wind Energy Podcast.

You’re listening to the Uptime Wind Energy Podcast, brought to you by BuildTurbines.

com. Learn, train, and be a part of the clean energy revolution. Visit BuildTurbines. com today. Now, here’s your hosts, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes.

Allen Hall: This is your last chance, everybody, if you’re planning on attending Wind Energy O&M Australia, which will be February 11th and 12th in Melbourne.

You better get your tickets and do it fast, because you need to go to WindAustralia. com. Now, Phil, you want to give us an update of who all is going to be at that conference?

Phil Totaro: We have currently more than 100 attendees representing more than 50 different companies, and we’ve got more than 40 speakers, um, who are, or panelists who are going to be talking about a diverse array of topics, including, uh, things like lightning, Uh, damage and detection and prevention, uh, damage prevention, um, uh, insurance, uh, implications of, uh, operations maintenance in Australia, um, uh, leading edge erosion.

Remote inspection technologies, uh, condition monitoring systems, uh, as well as some advice and, and some interesting dialogue that’s kind of emerging around, um, the operators and how do you really, uh, get a grip on your O& M budget and in particular, how do you handle the fact that you’ve got, uh, uh, Windturbine OEM that you may have signed a long term agreement with that may or may not be living up to their obligations.

So we’re going to have a fantastic event. Um, a lot of people, there’s going to be at least like nine or 10 different operators, owners or operators there. Um, and plenty of other people to talk to. So, uh, tickets are limited, uh, by the way, and we are running out. So register today. Uh, if you want us, um, meet up in, uh, in Australia in a few more days.

Allen Hall: PES Wind, Europe’s leading wind energy publication, has joined forces with the Uptime Wind Energy podcast to create the industry’s largest combined audience. That’s a big announcement, right? With PES Winds millions of quarterly readers and uptimes 700, 000 plus YouTube and audio platform subscribers Advertisers now have unprecedented access to the decision makers across the entire wind energy sector from site managers to CEOs Your message will reach the right people through print digital and audio platforms all under one partnership So if you want to get your message out quickly to the world, particularly the wind energy world, reach out to us.

You can just contact me, Allen Hall on LinkedIn, or Stefann Perrigot on LinkedIn, and we’ll get you hooked up.

Unlock your wind farm’s best performance at Wind Energy O& M Australia, February 11th to 12th in sunny Melbourne. Join industry leaders as they share practical solutions for maintenance, OEM relations, and Discover strategies to cut costs, keep your assets running smoothly, and drive long term success in today’s competitive market.

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Allen Hall: Well, before the Biden administration left office, they approved decommissioned wind turbine power. Blades as fill material in coal mine reclamation. Uh, that approval came after nearly a four year review within the state’s proposal. So the state of Wyoming had a proposal to do this, but it needed to get, uh, reviewed by the federal government.

That. The Wyoming proposal had already passed in the Wyoming legislature in about 2020. So it’s been sitting in quite a while for the feds to make a decision. So they made a decision before they left office. This solution, uh, addresses both mine reclamation needs and obviously the challenge with what to do with all the wind turbine blades.

So it kind of goes like this, uh, you can fill the hole essentially where the Coal mine was, I think there’s a maximum limit as to the height that you can fill there, but it has to be all above groundwater, right? So you can’t put wind turbine blades in someplace where it’d be in the groundwater. And you have to note it, mark it.

There’s a bunch of paperwork things that happen there, but there’s a lot of blades can fill a mine, Joel, because those mines in Wyoming are huge.

Joel Saxum: I think this is a good use of, uh, of Uh, of that facility simply because there’s a lot of rules in place EPA environmental protection wise for these reclaimed coal mines because they don’t want anything that’s in that mine or as a part of that mining operation to leach out, leak out, move out, either way.

So putting wind turbine blades in as a part of this process, like what we know about turbine blades is they’re, you know, mainly inert. There’s not a whole lot of things that can leach into the ground anyways. But there, if there was, they’re being basically put into a base in a bowl. That’s there where nothing can get out of it anyways.

So I think it’s a good use. We have a lot of wind turbine blades. We know we’re working on all kinds of cool projects within the industry to recycle these blades, but capacity is limited, right? We know that we can’t run 200, 000 tons of blades, you know, in a year through all the capacity that we have out there to chip them up and use them.

So. If we got to put them somewhere, why not put them in, into these, uh, reclaimed coal mines? I think it’s a great use. Um, I mean, Phil, have you ever been around a coal mine? Have you ever seen these things? So

Phil Totaro: yeah, I, I haven’t been, um, uh, directly involved in, in coal mining, uh, or extraction, but, um, I, back in 2018, I first had a conversation with somebody about this kind of a proposal to, uh, store disused blades in coal mines.

And I think a lot of people have the incorrect impression that we’re just going to like toss these things into some kind of, you know, tunnel or something, um, and, and bury over them, uh, and just forget about them and, and leave them there indefinitely. And the reality is when what we’re talking about with coal mines is we have more open cast mines than, than anything else.

And so we can use these open cast mines just as temporary storage for the blades, um, until we do develop that Um, physical capacity to do the blade shredding, uh, where we repurpose it for, for things like concrete or other materials. Um, and we’re starting to get some chemical processes developed now where you can actually chemically decompose some of the polymers in, um, these, you know, legacy fiberglass blades where they weren’t developed with, uh, uh, recyclable resin, uh, material.

And we’re, we’re gonna have, you know, within the next five years or so, we’re going to have the ability to chemically decompose a lot more blades than what we have the ability to do today. So, um, using mines as temporary storage for disused blades, not a bad idea. I, I like this one.

Allen Hall: Yeah. Seamus Gamesa just had an announcement about that, Phil, where they are using some sort of process to pull fiber out of old blades and reuse it.

I don’t know if you saw that, but it was probably a week or so ago that I saw the first news of it, and I think you’re right, I don’t think it had anything to do with recyclable resin. I think they were using existing resin systems and breaking them down. Which is interesting, right? And I think that’s a cool technology.

So a lot of things happening right now.

Joel Saxum: I think at the end of the day, the most important thing here is that we know we want to dispose of blades in a proper way, but we have to do it economically. And all of these new processes are great, but do they make sense economically and financially? This one of putting blades in the, in the coal mines does.

I don’t know if. Heating liquids and chemical processes and stuff for each blade does make sense right now.

Allen Hall: Yeah, the Siemens Gomezza process is a pyrolysis process. So you’re heating the blade up to remove the resin.

Joel Saxum: Energy intensive, slow.

Phil Totaro: And that’s the thing, Joel, is at least we’ve got the ability to have some place for storage of the blades until that chemical process can be made cheap enough where we can, we can do it.

So I don’t, You know, I don’t see that being a problem either way. You know, once, once we’ve got enough cost, um, enough, uh, economies of scale with the chemical decomposition process, um, then, you know, we, we know where the blades are, we, we stuck them over there in this open cast mine. So, you know, it’s, I think it’s, uh, an easy enough conversation to have.

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Allen Hall: A federal appeals court has struck down a Trump era rule from the previous Trump administration that would have allowed the transport of liquefied natural gas by rail. The U. S. Court of Appeals for the District of Columbia Circuit sided with environmental groups in 14 states.

States who challenged the rule, citing insufficient safety evaluations. Uh, the court’s decision comes as the regulation was under temporary suspension by the Biden administration until June of this year. So Joel, I think this is a huge problem. on the east coast in certain parts of the United States. Uh, recently in the northeast has pretty much stopped pipeline development for natural gas.

And the way I assumed that was going to be, if there’s not gonna be pipelines, they’re gonna have to do it either by ships or by Trains, trains being the easier of them, I would assume, uh, or trucks, I guess. So if trains is off the table now, isn’t it harder to get liquefied natural gas into some of these northeastern locations combined with the fact that they’re trying to electrify?

How are they going to do

Joel Saxum: it? You, we as a, as a nation, we can’t keep shooting ourselves in the foot with all, all the regulations and rules around this stuff. Like you’ve got to pick and move, right? You can’t. You can’t say we want to electrify, but we’re not going to build offshore wind, or we’re going to put all kinds of hurdles in place of offshore wind, and we’re not, we can’t have onshore wind here, because we don’t have the space for it.

Okay, so you’ve, you’ve shot wind in the foot. Um, you don’t want to drill, uh, so you, you don’t have geothermal, you can’t do that either. Um, and now you’re saying we don’t want pipelines because we don’t want, you know, to, to put pipelines through here. It’s, it’s difficult or whatever you, you think it’s an, it could be an ecological disaster.

Okay. No pipelines. All right. Well, what about power lines? Okay. We can maybe put some HVDC, but now that gets a bunch of opposition from the local people as well, of being putting these big overhead lines in. So now you don’t want power lines. Okay. We got to put something in here to try to electrify our society is what the goal is.

Well, the next step is, um, let’s put an LNG fired power plant. Okay, if you want to run an LNG fired power plant, you need a steady supply of a lot of liquefied natural gas. The way to get that is either a pipeline, which you’ve canceled, uh, or a train, which you’re saying you can’t do, so you’re left to trucks or shipping it and having a port facility offloading it there and then having a, I don’t know, a short pipeline to, to whatever the facility may be.

But if you’re, if you’re going to move this all by trucks, think about all the diesel you’re putting into these pickups. So you’re, you’re, you’re, you’re counterintuitively doing this to yourself. If you’re not going to do the cleaner energy, you’re going to put roadblocks in front of that. You can’t put roadblocks in front of everything.

Otherwise we’re going to end up with brownouts and blackouts and no power.

Allen Hall: Right. Because a lot of the old cold fire generation plants were along the shorelines, right? And that’s why a lot of these offshore wind sites were feeding the electrification, the substations that were connected to old coal.

Coal fired factories and coal fired generation plants, right? So all that infrastructure on the power grid is still there so that we’re trying to feed that with offshore wind. You remove offshore wind, you really can’t put LNG in there because it becomes difficult. Like you mentioned, you got to have a bunch of ships coming in and out of there and The gentrification of those areas, by the way, uh, makes it really hard to put a gas fire plant in those old coal fire plant locations.

It becomes impossible. The logic of this doesn’t make any sense. Like there’s no planning about how they’re going to power the East Coast right now.

Joel Saxum: Add to this the, the, every, everything that’s being used for LNG for large ocean going ships. Most of that LNG capacity is leaving the United States out of the Gulf Coast, right?

It’s, a lot of it’s coming out of Texas, the port facilities down here. Those large LNG ships, to triage for market, they’re not, if they’re going all the way around Florida and da da da, they’re not going to go up to the East Coast. They’re shooting over to Europe where it’s three times the price. Because it doesn’t make sense to go up and around and sell back at the same price you got it for onshore in Texas.

Phil Totaro: Well, guys, let’s also keep in mind who we’re actually dealing with here. So, we’re certainly in the wind industry familiar with people called NIMBYs, the Not In My Backyards. But there’s another acronym that is typically applicable for these type of people. Which is bananas. And that is build absolutely nothing anywhere near anyone or anything.

And that is, I think, entirely accurate to what these people are talking about. I mean, you can’t have modernization or electrification without doing something. So we have to do the thing that is going to be the least impactful, and actually offshore wind would end up being the least impactful, because as we’re talking about, first of all, you’re putting the power generation out on, you know, offshore, you know, upwards of potentially 30 miles offshore, um, and all you’re doing is running cables back to the existing electrical infrastructure that we already have, and we might have to modernize it a little bit, upgrade it a little bit, to be able to handle the, the new power capacity that we got, but um, That’s a lot more environmentally friendly and cost effective than any other solution that you’ve got.

So the fact that we’re we’re being blocked on both the extreme right and the extreme left from doing something that Is a reasonable and sensible solution. I don’t know where where that leaves us.

Joel Saxum: Phil, I think you touched on something well there and it was the fact that you’re looking to we’re looking to bolster What’s for the future?

Right? The idea, even if you’re like, we’re going to put LNG into these places, if you’re going to truck LNG, how are you scaling for the future of what it, of what, what’s happening? Because the way our society works, it’s like when, um, this is something I’ve always said about drone technology. You can get on board with it.

Or fight against it. But like, if you, unless you get on the train, you’re going to get run over by the train, that’s what’s going to happen within 10, 15 years. We’ll be going to be delivering pizzas and stuff by drones. If you haven’t received one already or packaged, like it’s going to happen. So you can either get on board with it or get out of the way.

And that’s, what’s going to end up happening is you’re going to have these fight, fight, fight, fight, fights. And we’re in this stuck middle ground of, we have to do something. We’re trying to modernize for the future, spend money efficiently. Um, at the, at the state level, federal level, uh, at an, uh, you know, an operating grid level.

We’re trying to, trying to do things as efficiently as possible, but if you keep putting roadblocks to every dang thing we try, what are we going to do? We’re not, we’re not setting ourselves up for success in the future.

Allen Hall: Yeah, imagine New York City deciding to put a gas fired electrification facility in anywhere around New York City.

There would just be huge protests about it, right? I think I’m reading the room correctly there. But, Vernova plans on creating or building about 20 gigawatts worth of gas turbines. a year starting in 2027. So there’s a big demand for it, but it’s not going to go to the East Coast. It’s going to go in places in the Midwest, which can handle it.

Phil Totaro: Which is also G. E. Vernova, it’s G. E. Vernova hedging their bets, though, that You know, they’re either going to build it out through natural gas, uh, which the current administration wants to do, or it’s going to get built out through renewables, in which point, in which case you’re going to need both power generation, which they have with wind, and, uh, electrification and, and, uh, transmission lines, and which is another business unit they’ve got.

So they’ve got all their bases covered.

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Visit BladePlatforms. com and get started today. If you’ve been following the news recently, you’ve seen a number of articles talking about the Chinese university that filed a patent about three or four years ago for a device to cut underwater cables. Now, that seems a little bit ironic that there was a patent for that device when, just a couple of weeks ago, there were a couple of cables damaged by a dragging anchor up by Finland and Germany, and this has set the Internet afire in certain countries.

Parts of it, because the, the way that that played out with, uh, Yiping 3 damaging those cables was, oh, it’s just an innocent accident. It just happened. And then you start looking around a little bit. Oh, there is some invention related to this. I wonder what the anchor looks like off the Yiping 3. I haven’t seen a picture of it, Joel, and I wonder why I haven’t seen a picture of it.

Because you’d think someone’s going to pull that up or go take a look at it to see if it is designed to cut cables.

Joel Saxum: Yeah, you’re not going to see a picture of that one. I can almost guarantee you that. When we’re looking at this patent here, and you Lishui University, The Chinese government has a history of weaponizing university knowledge, right?

Of using it for military power. What I see this is like, oh, this is a thing we’re going to use in case someone illegally puts a cable here, so we have this now. But what it looks like to me is a Push or a play for some military superiority because at the end of the day nobody’s laying illegal cables in water And if they do you can you can see the vessel that’s doing it and you can track them And if they did and you really wanted to get rid of this thing you’d send down like you would send on an ROV A work class ROV with a cable cutter, like they make those.

There’s thousands of those out in the world and you would go down there. You’d look at it with a video and you’d be like, you know what, that’s the cable. This is the one that’s illegal. It doesn’t look like anything we know should be here, cut and then remove it. Like that’s what you would do. Um, this indiscriminate way of, we’re going to just drag an anchor through here.

What have you hit other things? What, like. It doesn’t track. These things, this, this doesn’t, this doesn’t play well, uh, at least in my mind, um, for what it’s being

Allen Hall: touted as. Well, it just seems like a stupid move. And you think the Chinese government’s a little smarter than that, and they tend to be pretty overbearing about releases like this, something that could look bad.

It was just shocking that it took someone on the internet a couple of minutes to pull this out, and then, you Correlated to what’s been happening all around the world because it’s not just up in northern Europe It’s been happening off the coast of Taiwan too and other places. So Cutting a cable is a huge problem as NATO has mentioned like they are really looking into it and how to prevent it and how To manage it, but it’s a really simple device.

You got to give the inventor credit It’s not particularly complicated to to get an anchor that kind of bores under the the top layer of sediment and then get down on those cables and pull them and yank them and eventually cut them. In fact, one of the discussions in the patent was you know what it works because you can take a look at the anchor after you’ve drugged this cable and snapped it that there be some residue of copper on it from the cable.

Like, well, yeah, you would, right? But that that just indicates that the what the intent is here. You would know it’s cut because there’s no communication, right? Nothing’s going through it, right? Would you have to check for copper on the anchor? I don’t think so. The whole thing is just preposterous. Which is the frustrating bit.

And why, why is that E ping 3, which I think is returned back to its original destination, Why is it, why did that happen? Where is the European Union and NATO stepping in to go, Hey guys, this ship is no longer yours. It’s ours.

Joel Saxum: Yeah. What is the bo I mean, I guess I would have to ask, I’m not a, I’m not going to ever claim to be a, um, maritime political law expert, but what is the, what’s the body that would control that, right?

Because in my mind, if you, if it’s just someone, it has, there has to be a sanctioning body. I don’t know who it is. We’ll just grab control of that ship. I would, I, you could see that es I think why it didn’t happen is you could see it escalating at a national level pretty high, pretty fast. Like if the, if, if, if the UN went and grabbed this thing, you would see, I think, the Chinese military, Chinese government going, Hey, that’s our ship, don’t touch it.

Well, and then all of a sudden you’re like, it’s almost like an admission of guilt. Like, um, okay, well then tell us what happened here because something’s not aloof, right? It’s, it’s odd to me and almost a little bit angering that we haven’t heard anything about this

Allen Hall: since. You want to get angered about it?

You really want to get angry about it? Read the discussion about the inspection that was conducted on the ship by sort of NATO personnel. It was cursory. Okay. Yes, absolutely. Like, oh, let’s take a look around and see what we see, which the Chinese government officials, it sounded like, were on board to make sure nothing was divulged.

However, do you really need to do that at this

Joel Saxum: point? I don’t think so. You don’t need to get on that vessel. You can see what it did and how. You can watch the tracks. And if you, and if the AIS system was turned off. We’ve got satellite tracking of all these things anyways, like it’s not a big deal. And I want to iterate this to people that may not know, if you’ve never been on one of these big vessels, the power that these things have.

is crazy to be able to drag and cut and move things. Like I’ve, I’ve had seismic spreads. I’ve been on crews. We had seismic spreads of cables out over a course of 10, 12 miles and just had like in the Gulf and just had shrimp boats catch a cable and them shrimp boats will pull a whole cable spread that’s miles wide for 10 or 12 miles before they realize they have it.

And the whole spread, you’re millions of dollars of equipment gone. And it’s just destroyed. So, and that’s just a shrimp trawler, right? So a big boat like this, like there’s no, there’s no problem. It’s not like, Oh, can we pull this cable? Can we cut it? It’s just finding as long as that anchor comes across that cable on the bottom, it’s cut, that’s it.

They have the power to do it.

Allen Hall: How do you stop it? If we, if we’re unable, and I say we, I mean the greater we in terms of NATO, if a vessel comes through and starts dragging this anchor and cutting cables and you have no way of punishing the ship at all or the crew or the country that was engaged in it or let it happen or oversaw the activity, then why would it stop?

What’s going to make that stop? There is no rationale to stop, just keep going. And I think that’s just what happened recently. It feels like, and I’m sure my European brethren will disagree with this. It feels like China got away with it and Russia has been getting away with it and nobody’s stopping it.

And I don’t see that happening in a Trump administration. I think there’s going to be an escalation really quick about it. That you can’t start cutting cables anymore. We’re not going to let it happen. And

Joel Saxum: the Taiwan one is the one that scares me because we’ve had a soft spot for Taiwan as a country.

And if they start messing with them, if more cables are getting cut over there. There’s going to be a couple of plane flights first, and then there’s going to be something else if it doesn’t change.

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Allen Hall: You may have seen that there was another Trump inauguration recently and I’m following my friends on LinkedIn particularly over in Europe and there’s a lot of freak out going on and I want to just have everybody take a deep breath just breathe in breathe out inhale It’s going to be okay.

Uh, because I think a lot of the things we’ve seen, even in the first 24 hours of a Trump administration would be unsettling if I’m from Europe and I’m trying to avoid reading too much news about it, but in the American system, there’s only so much power that a president has. Much of the power lies with the states.

So there’s things that the federal government can do, particularly to offshore wind, and that is in process at the minute. But onshore wind, really nothing. And there’s actually part of offshore wind where the feds can’t touch, which is within three miles of shore, which is what’s going to happen in Louisiana.

So there’s, I think, a deeper thought process needed when we start thinking about the Trump administration and what they’re going to be able to do and what they are not able to do. And we just need to calm down on the freak out. I’m with you. I’m pushing back on policy and those sort of things, which we’ll gladly promote on the podcast.

The world is not ending. It’s just not ending. And I’ve just seen too many people being really frantic about it. It’s going to be okay, everybody. Yeah. If you, I mean,

Joel Saxum: if you read into the, some of the things that were happening, executive order on offshore wind, the language in them speaks. pause until we can review what’s going on.

It doesn’t say all stop, no more projects, this, that, the other thing. And I mean, Phil, correct me if I’m wrong. Did you, did you read into that?

Phil Totaro: Yeah, I, I read the, I read the order, but concerningly, it also says that The Secretary of the Interior and Attorney General can go back and review any of the lease auctions that have already been held and potentially rescind the results of the lease, which is why I think, frankly, the, the Europeans might be entitled to a little bit of a freak out because if I’ve sunk hundreds of millions of dollars into this lease and now this new administration is going to tell me my lease is illegal, where’s my money back?

Plus interest, and I’m getting the hell out of Dodge and never doing business with the United States again.

Allen Hall: There is a court system in the United States, there’s no way you’re gonna pull those leases back without huge payments to the, the companies and the organizations that purchased those. That would not happen in my lifetime.

And if you think about it, if they try to do it, uh, it’d be in court for four years, then it’d be over. I just don’t think it’s gonna happen. I would be interested

Joel Saxum: to see how many of How many lawsuits have been filed since Monday? against the federal government. There’s,

Phil Totaro: yeah, there’s going to be lawsuits no matter what.

Allen Hall: Right. And states would sue, right? It’s not, and not just the individual corporations. It would be the states that would be suing. So it’d be tied up in court. And I just don’t see it. Uh, you can’t wipe away someone’s private property at that point or that ability to have a lease based on what? America moves slowly, right?

That’s one thing we know. Having watched a couple of administrations, it’s that things move really, really slowly. Uh, there’s certain areas in which they can move quickly, but anything that has to do with bills that have passed Congress, legislation, the IRA bill, for example, was one I see a lot on LinkedIn.

People are worried about that one. To undo that would be

Joel Saxum: dang near impossible. I think at the end of the day, it’s Alan, you and I’ve talked about this many times, but it’s, if you were to squash the wind industry, the solar industry, renewables, whatever it may be, There’s just way too many jobs and too much financial economy stuff tied up in that to squish it.

Phil Totaro: I mean, not for nothing, but the wind turbine technician is still one of the top three growing jobs in the United States. And for somebody to come out who is responsible for creating, you know, Wealth, security, prosperity in this country and basically say that the people who have their boots on the ground are doing a job that is basically totally worthless.

That’s, that’s effectively what you’re saying when you’re blocking, you know, projects from being developed on federal lands, you’re blocking offshore wind leases from, from happening in favor of declaring an emergency over electricity, which we don’t even have, or energy, which we don’t even actually have, uh, and drill, baby, drill.

I mean, that is just irresponsible.

Allen Hall: But again, Phil, the federal government doesn’t drill. Corporations, people drill. And there’s a marketplace there. And they get the permission to

Phil Totaro: do it

Allen Hall: from the government. Sure, but they’re not going to drill, as Joel well knows, they’re not going to drill when the price is low.

And the price is pretty low right now. And they’re not going to be able to start drilling in the U. S. unless the price comes up quite a bit, which it’s not going to do. So, you can say a lot of things, it just doesn’t make it happen.

Phil Totaro: Look, as, as I’ve already predicted, and I will reiterate, this problem is going to solve itself in about six months when we end up having a scenario where corporations want interest rates down, and in order to drive interest rates down, they start massive layoffs, which is gonna, you know, more to necessarily drop interest rates.

And then that’s actually, even though a lot of people are going to be unemployed, that’s going to foster an environment in which more people are willing to invest in renewables because we have such a competitive cost profile when interest rates are low. But that’s the only time we can take advantage of it.

So, you know, not for nothing, if. If anybody wants to do anything, you know, we could, there’s a way to lower interest rates without laying off tons of people. And so, let’s get on top of that as, as a way to actually foster investment.

Allen Hall: That’s what I think too, Phil. The interest rates are killing the industry.

Killing it. Many industries, not just wind or solar, it’s killing a lot of them. For sure.

Joel Saxum: So, so think of, this is a, this is a thing if you, if you’ve ever been a part of anything in the oil and gas industry that, A lot of executives follow. A lot of people follow as just, it’s the pulse. This is the pulse of the industry.

This is where how many you can follow job, outlooks and all these different things. But there’s one number that you can follow every day that will show you the pulse of the oil and gas industry in North America. And it’s the rig count. And you can, and you can Google rig count, go Baker Hughes. A bunch of other people have been following this forever.

The horizontal drilling rig count and the rig count today. It’s down 40 rigs from last year on this same day. And that has to do with pricing.

Allen Hall: That’s right. Yeah. There’s not going to be more rigs out there drilling because the price isn’t right. Yeah. And that’s the reality, right? A lot of things would be said in Washington, D.

C. or a lot of different parts of the United States. The reality is on the ground, they’re not going to be producing more oil and not going to be producing more natural gas instead of place to offload it, which as Joel has pointed out in this episode, it’s going to be Europe. Right. Right. Most likely.

Joel Saxum: This week for the Wind Farm of the Week, we’re gonna, we’re gonna tip our hat to a different place.

Uh, and this is in honor of the snowstorms coming across Texas all the way to Florida. The eight inches of snow on the beaches in Pensacola and all of the kids that had snow days. We’re gonna look at a Wind Farm of the Week from Hawaii because that sounds like a better place to be right now. Uh, this is AES’s wind farm in Hawaii called Napua Makani.

It’s eight Vestas V136 machines. Uh, there was Commissioned in 2020 in the town of Kahuku on Oahu’s North Shore. So it’s on the opposite side of the island of Honolulu. Uh, there’s great wind resource out there. If you look around the islands of Hawaii, you’ll see kind of dotted wind farms all around the outskirts of almost every island there.

Um, What AES has done here is really good. There’s a great website devoted to the information around this wind farm asking, answering a lot of questions, uh, that locals may have about it. Um, but they’ve given two and a half million dollar payments of a one time contribution to the community. Right as the commercial operations began, um, they’re giving money to the schools up there.

Um, 80, 000 in an annual contribution to the hometown opportunities. Uh, they’ve got jobs into the island, um, done a lot of great things. So there’s eight wind turbines. It’s the V 136 from Vestas, 24 megawatts, uh, regularly generated there, 20 years of a PPA. Uh, and this power 16, 000 homes, which there’s not a lot of homes in Hawaii.

So, uh, wind is powering quite a few of them. So our wind farm of the week this week is the Napua Makani wind farm from AES over in Hawaii.

Allen Hall: That’s going to do it for this week’s Uptime Wind Energy Podcast. Thanks for listening, and please give us a five star rating on your podcast platform and subscribe in the show notes to Uptime Tech News, our sub stack newsletter.

And we’ll see you here next week on the Uptime Wind Energy Podcast.

https://weatherguardwind.com/cable-cutting-coal-lng/

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Renewable Energy

Making the World an even More Disgusting Place

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I recently met an attorney who told me that is specialty is traffic.  “Really!” I replied. “That sounds interesting.  Could you give me an example of what you do, and for whom?”

He explained that people who get hefty citations hire him to get their cases dismissed, or have their fines greatly reduced.  He summarized this as follows, “I take money away from local governments, and keep bad drivers on the road.”

Holy crap, I was thinking.  Not everyone is a Mahatma Gandhi or MLK, but should anyone fashion a career out of making the world a more dangerous and degraded place than it already is?

I’ll grant that this is an extreme example. But consider that there are millions of people working in industries like fossil fuels, tobacco, sodas, and building war machines.  Then we have our elected officials whose job it is destroy public education and environmental health, while others work on gerrymandering so as to keep themselves in office and dismantle our democracy.

Sure, the attorney described above has a disgusting profession, but he’s not alone.

Making the World an Even More Disgusting Place

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Renewable Energy

A Nation of Idiots and Its Race to the Bottom

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The appeal to America’s most stupid people is heating up, and the meme here is a great example.

First, let’s realize that the percentage of Muslims in the U.S. is somewhere between 1.1% and 1.3%, compared to Christianity at 67%.

Then, try to image any process by which our local, state, and federal laws, conforming as they all must to the U.S. Constitution could be replaced by Sharia law, which calls for the amputation of thieves’ hands, lashing as punishment of consuming alcohol, and the stoning to death of adulteresses.

https://www.2greenenergy.com/2026/05/19/nation-of-idiots/

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Conference Recap, Suzlon Targets Europe

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Weather Guard Lightning Tech

Conference Recap, Suzlon Targets Europe

Matthew Stead recaps WindEurope Madrid and Blades Europe Edinburgh. Plus Suzlon unveils its Blue Sky platform for Europe, Muehlhan consolidates six specialist firms, and Mingyang keeps hunting for a European home.

Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on FacebookYouTubeTwitterLinkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us!

Speaker: [00:00:00] The Uptime Wind Energy Podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts.

Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, who is back in Australia, but not at home.

He’s up in Queensland. Or actually, not even on– in Queensland, technically. He’s on an island off the coast of Queensland. Where are you at, Matthew?

Matthew Stead: Uh, Moreton Island. It’s, uh, like a resort island off, uh, off of Brisbane, so beautiful outside.

Allen Hall 2025: Well, you need a little bit of resort time because you’ve been to two conferences, and you spent a good bit of time in Austria after that.

So you were at WindEurope in Madrid, and then following that, you went right over to Scotland for Blades Europe. So I wanna hear your thoughts. We’ll start with, uh, WindEurope and what was going on at that conference. It did sound like there was a pretty [00:01:00] good attendance, and some people that I have talked to about it really en-enjoyed being in Madrid.

It’s just

Matthew Stead: a bigger city. Um, first time I’d ever been to Madrid, and, uh, yeah, the show was amazing, actually. I was, I was a bit blown away by, uh, I think the OEMs were back out in force. You know, so like the Vestas, Siemens were, um, really– and Nordexes and so forth were really back out in force, so that was really good to see.

Um, the, some of the larger operators had really, really strong presence as well. So you could see that, you know, Iberdrola, Res, um, those sorts of companies were, um, really, you know, putting a big effort in and meeting their customers and, um, really showing, uh, the world who they were. So that was really, um, you know, really good to see.

There were so many people seriously. Um, the queues for food at lunch were, were, um, one of the major problems. Um, so, um, yeah, it was really a lot of people, so that was really exciting. Um, and I mean, for me, I was [00:02:00]trying to catch up with, with partners and friends and, yeah, it was, it was jam, jam-packed just meeting people in the industry.

Um, probably a few other things. So s- you know, SkySpecs and Aerones had a really strong, um, presence there. So, um, SkySpecs and Aerones were, were doing really well. Um, maybe one of the, um, surprises for me, and I know this has been a topic on a few other previous episodes, was there was a lot of interest in bird and bat detection.

I, I, I think there had to be, like, five companies that were, were– had really big setups, and it was a really, really big topic around cameras and so forth. So, um, that was a, a big topic. And, um, then there, there was a really, really strong, you know, supply chain, you know, from, from vessels to cables to, you know, repairs.

Allen Hall 2025: What was the ratio of offshore companies to onshore companies? I’m always curious.

Matthew Stead: You’re looking through the, the list. Um- I would, I’m only guessing it [00:03:00] was probably about 40% had an offshore focus of some kind. So it was definitely a strong offshore focus. Um, obviously, you know, a lot of onshore, offshore combined companies.

But yeah, definitely the word offshore kept on popping up a lot.

Allen Hall 2025: Because Spain is mostly onshore. Like, um, like 99% onshore, right? I think it’s a couple of small projects going offshore. Does it look like the onshore business is gonna pick up, uh, just in terms of the activity on the floor in Madrid?

Matthew Stead: Uh, yeah.

Um, I, I think, you know, like I said, you know, those big operators like the REZAs and the Iberdrolas and, and the OEMs, I, I think it’s just a given that, um, you know, things are buoyant. Um, well, they appear to be definitely very buoyant. Uh, I think we’ve heard, you know, some of the positive, um, financial news from a few of the OEMs recently.

So yeah, yeah, it seems like o- onshore is, is maturing further, further, further. And so you went straight

Allen Hall 2025: from Madrid, right, to [00:04:00] Edinburgh, Scotland. That was a change in weather, I would assume. Uh, probably about a 20 degree Celsius difference. 25 down to 15, yes. Whoa. Okay. Yeah, that’s a good bit. Uh, but the Edinburgh conference, that’s the first time that Blades Europe has been to Edinburgh.

I, at least I don’t remember them being there before. That tends to be a more technical conference than Wind Europe. Uh, the, the Blades conference is obviously focused on blades, and all the relevant experts in Europe do tend to show up there. What were some of the hot topics at Blades Europe this year?

Matthew Stead: Yeah, I think it was, um, an interesting conference. Um, I, I’d been to Blades USA, so I was able to contrast, um, Blades USA a little bit. I think probably the differences here were, yeah, there was definitely some strong, strong, uh, experts there, like you say. Um, you know, Birgit, um, our friend was, was in attendance and a few of her colleagues from Statkraft.

Um, I think, and or, uh, actually ORE Catapult, the, the [00:05:00] UK research, um, offshore renewable energy research, um, they did some great presentations. I really, um, they really shared some really good insights. So, um, ORE Catapult were talking about life extension and, um, you know, looking at the, the fatigue on blades and, uh, how they’re, how they’re going to perform and life extension.

So some great stuff from ORE Catapult there. Probably another key topic that came up was around, uh, sort of related to life extension, but also recycling. The, there was a really good session on the new IEC standard. Um, um, to, you know, full disclosure, I was actually on the panel. So I, I thought it was a great panel.

But, um, the new IEC standard for blade operations and maintenance, um, is really well a-advanced now in its development. Um, very strong risk focus, you know. So depending on the risk then drives your, your blade O&M program. [00:06:00] Um, so that was a, a great talk as well. Uh, and then maybe finally, um, something close to my heart, um, I think the, the, you know, the maturity of CMS companies.

There actually, there were five blade CMS companies there, which is probably the biggest turnout I’ve seen around blade CMS, um, ever. And so it was good to see that sort of, um, interest and growth, um, and the need for, for blade CMS. Uh, and, um, obviously the last one, lightning. So lightning always an issue.

Lots of discussions around lightning, um, you know, through Greece and a few of the, the, the Balkan go- Balkan states. On the blade recycling front, there’s a

Allen Hall 2025: company in Scotland called ReBlade that is involved in some of the recycling efforts. Did they give a presentation of, of what they’re up to at the moment?

Matthew Stead: Uh, yes, I think they did. Um, they’re talking about setting up a, a site in a, a [00:07:00] couple of sites, and I think Inverness was the, the location where they’re, where they’re setting up a site. The, um, the port is supportive, so they’re working through those, those, those challenges. You know, getting a site, getting transport and access to the blades.

Um, working out when, when the, when the blades will come to them. You know, the storage of blades. Um, the, the end, end uses for those blades. Getting all that supply chain, um, lined up was, you know, yeah, it was, that was quite thorough and quite, um, yeah, inspiring.

Allen Hall 2025: And on the CMS side, what are operators trying to monitor?

‘Cause usually have something in mind that they’re going after.

Matthew Stead: For better or for worse, there’s still some serial, um, failure modes. Um, and so the industry is looking at very particular, you know, challenges that, um, certain make and model have. Um, so root insert failures was definitely one of those, um, one of those topics.

Um, and that was actually one of the, the, the [00:08:00] roundtable discussions at, uh, Blades Europe. Some other, um, monitoring around, you know, lightning and- lightning damage and what’s happening with the LPS. That was also, uh, another big topic for, for monitoring. And then a few other sort of general, more, more general, um, you know, natural frequencies of blades and seeing if the natural frequencies are changing, indicating a change in stiffness, which relates to potential damage.

So yeah, there was– it was quite a mix of the types of, um, CMS that was discussed.

Allen Hall 2025: Has the digital twin finally died? Anybody talk about that?

Matthew Stead: There’s actually a current call-out for a new research project in Europe around digital twins. So, um, yeah, one of the larger, one of the larger operators is, is putting, pulling together a team to talk about digital twins, so-

Allen Hall 2025: I, I think this is one of the more difficult things to do, but just because you’re dealing with a variety of blades and blade factories and unique issues that pop up that are…[00:09:00]

You, you really can’t model until after they happen. And after they happen, everybody knows about them anyway. So what’s the point of the digital twin if you can’t detect things early? It, it, it is a great concept, but hard to implement.

Matthew Stead: Yeah. And why? Why would you do it? I mean, you, you’re only gonna do it if there’s a benefit, and what is the benefit?

So, but I think, uh, actually at Blades Europe, digital twins was not really a topic. And maybe one thing I forgot to say is that the, um, Wind Power Lab did a, a good, um, presentation on carbon blades as well, so.

Allen Hall 2025: The, the carbon blades are, is a very good discussion, just because the trend has been lately to scrap blades and bring new ones on site.

And the carbon can be difficult to repair, or it takes a long time to repair, and you just don’t have the manpower or woman power to go out and fix it. So the, the fastest option is to build a new blade. But it does leave a lot of blade waste, which is where the industry is not going. Uh, recyclable blades, which is [00:10:00] in process at the moment, will make that easier, but you just don’t wanna be recycling blades.

You like to be able to repair them. Composites are repairable. And it’s, it is so odd that they, they wanna continue on that pathway, but we’ll see. We’ll see. You don’t really learn the lesson until you do it.

Matthew Stead: Um, however, you know, the, the presentation on carbon blades was, um, you know, highlighted a lot of the challenges, but also highlighted some of the positives and the, you know, how they do help.

Um, and so there was a lot of support for carbon blades, but there’s a lot of unknowns and, um, and there was a lot of discussion around how do you even test if the LPS is working. Uh, it’s just impossible. So, you know, traditional methods on carbon blades, yeah, it just don’t work. So, um, but there was a lot of support that the carbon does bring benefit.

But yeah, I agree with you. There’s a lot of challenges there.

Allen Hall 2025: That’s one of the things we learned years ago back in the late ’80s, early ’90s when we, at least in, in the [00:11:00] States, started building a number of carbon fiber aircraft. And the repair situation and dealing with repairs in, in remote locations became difficult.

And you’ve learned how much training it took to keep an industry running, and you’re starting from zero for a lot of places that all he had worked on was aluminum. It, it’s a completely different world. You’re, you’re training tens of thousands of technicians around the world. You weren’t planning to go do that, and now you are.

So it just, it adds to the cost.

Matthew Stead: It also ties into the OEM, um, you know, providing, you know, details on how to repair those blades because they’re not, they’re not just a standard item, so-

Allen Hall 2025: No, you, you don’t wanna be grinding into a protrusion if you can avoid it. It- you’re just never gonna get it back into that original form because protrusions are in some part magic.

And taking a grinder to them is not gonna… It’s breaking the magic. All the magic will be leaving that protrusion when you do that. Yeah, very [00:12:00]difficult. Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production.

CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service.

So visit cicndt.com because catching blade problems early will save you millions.

Well, as we know, the wind industry has long been dominated by a handful of European and American turbine makers, uh, particularly in the, quote-unquote, “West.” Uh, but that landscape may be [00:13:00] shifting. Suzlon, the Indian turbine giant that nearly collapsed under about a $1.5 billion of debt just a few years ago, is back.

The company has unveiled a new turbine platform aimed squarely at Europe, and says it will build its first factory on the continent if it wins enough orders. Vice Chairman Girish Tanti, uh, delivered the announcement at the WindEurope conference in Madrid, where Matthew was Signaling that Suzlon believes its time has come.

And since you were there, Matthew, did you hear any news on the floor, any discussion on the show floor about Suzlon entering Europe?

Matthew Stead: Well, actually, yes. So, um, um, there was actually a good, uh, contingent of Suzlon people at, uh, Blades Europe. So, uh, they attended, uh, Wind Europe and then Blades Europe. Um, and I, you know, I was able to have a bit of discussion with them.

I think, I think, uh, they were quite optimistic about, um, [00:14:00] you know, moving back or moving into, into Europe in terms of manufacturing. Um, however, there was an element of skepticism. Am I allowed to say that? So they, uh, were, they were not completely, um, convinced that it’s gonna happen, but, uh, they were certainly excited by that.

It was definitely a, a clear possibility, but not a given.

Allen Hall 2025: Well, they have a, a new platform called the Blue Sky platform, um, which will have, I think, two turbines here, a 5 megawatt and a 6.3 megawatt, which is squarely aimed at Europe and also the United States, for that matter. And building a factory, though, doesn’t make a lot of sense if the cost driver for a factory in Europe is the European employees, which it tends to be when you hear the discussions about the cost structure, it’s about the employees.

I’m not sure why Suzlon would make blades or nacelles in Europe unless they could avoid tariffs or taxation, because India is a very [00:15:00] cost, uh, driven, uh, manufacturing facilities writing country. So why would you wanna go build another expensive factory, probably in the realm of a couple hundred million pounds, uh, if you’re gonna go do it?

It probably doesn’t make any sense to do that as well as just selling turbines into Europe. It seems like the easier path.

Matthew Stead: Yeah. And then you’ve got all the, like, the quality control challenges and, you know, you get the cultural challenges. So yeah, to be honest, I don’t qu- I don’t quite understand the logic behind that either.

Um, maybe there’s, there’s some things that we don’t know about behind the scenes in terms of tariffs and other, other incentives that we don’t know about.

Allen Hall 2025: Would you see operators taking, uh, a Suzlon presentation and maybe even writing plans for developing with Suzlon turbines in the next couple of years?

Is that a, a feeling that Europeans would, would do that, or is Vestas mainly and Siemens Gamesa so strong in Europe that it doesn’t make any sense unless [00:16:00] you’re in sort of the periphery countries of Europe?

Matthew Stead: I mean, my first exposure to a wind turbine was a Suzlon turbine in Australia, and there are many, many, many Suzlon turbines in Australia.

And they’re all, they’re all still working. They’re all still reliable. So I mean, from a reputation and reliability and, um Yeah, history point of view, I can’t see why not. I mean, you know, uh, the operators will see that, you know, they’ve proven themselves. They’re not new kids on the block. Um, and so why wouldn’t an operator think about it?

Allen Hall 2025: Well,

Matthew Stead: in

Allen Hall 2025: this quarter’s PES Wind magazine, which you can download for free at peswind.com, there is a nice article from Muelhen Wind Services, and that is a growing company. A lot going on there. Our friends at AC883 just joined Muelhen a f- few months ago, and is being part of that conglomerate. And, and we know that obviously building wind farm used to mean [00:17:00]consulting with dozens of contractors, and this is where Mue- Muelhen has really s- stepped into the breach here.

So from blade repair at one company and heavy lift cranes at another company, all that had to be managed separately. You’re calling s- different companies all the time. And watching asset managers and site supervisors do this, uh, it is a thankless job. Well, Muelhen’s trying to change that a little bit, uh, and they’re saying that that model no longer works, and I totally agree with them.

It’s insane. Uh, but so Muelhen has consolidated six specialist firms under its one brand, and covering everything from port pre-assembly to long-term operations and maintenance across Europe, the US and Canada, uh, and Asia-Pacific. Its CEO, Søren Hoffer, uh, puts it plainly, “The next phase of wind will not be won by turbine size alone.

It will be decided by the supply chain’s ability to execute.” Boy, [00:18:00]couldn’t say truer words. Uh, I’ve worked with Muelhen or my company, Weather Guard Lightning Tech, has worked with Muelhen on a couple of projects over the years, and we’ve always had, uh, great service from them, and we have talked to a number of operators that love them, that love using Muelhen.

So it’s not a surprise that they’re trying to grow and expand and make life easier for the operators.

Matthew Stead: Sounds like a brilliant move, really. I mean, you know, pulling all these sort of things together is, is a real challenge, isn’t it? I mean, coordinating all these subcontractors, um, getting to turn up at the right time, and yeah, I mean, it just sounds like a brilliant move, and I think that we need more, more, more efficient service companies to service the growing fleet.

So the more they can get organized, the better.

Allen Hall 2025: Yeah, the scale matters here, and the expertise matters. As we’ve have a couple hundred thousand turbines that are [00:19:00] operating in the, quote-unquote, “West,” it does make sense to have a larger player that has seen most of those turbines and has some experience with them.

It’s always the scary scenario when you’re working with a new company. Have they been on this turbine before? Do they know what they’re doing? Do they know- Lockout tagout. Even simple things like that come to the forefront. And the, the trouble is on some of these smaller companies that are in that business is that, uh, you just don’t get the level of service, you don’t get the level of response, you don’t have the horsepower if something were to, to go wrong on site.

They don’t have the cash to, to bring in a second crane or another crew to get this job done. It, it does become scale at some point. And, uh, for a long time in the wind industry, particularly United States, it, it has been a lot of, quote-unquote, “mom-and-pop operations,” and those are slowly getting acquired by the likes of Muehlhan.

I, I, I think this is inevitable at some point. Uh, from the asset owner’s, uh, desktop watching this go on, [00:20:00] how do you see, you know, a large operator interfacing with Muehlhan? Are they gonna do just one-stop shopping at this point? They’re, they’re not gonna have three or four different companies to work with, that they’re just gonna lock into, uh, Muehlhan?

‘Cause, uh, that’s what I see.

Matthew Stead: Yeah. I, I think, you know, from the, the WOMA Conference in, in Melbourne, we saw a bit of a, bit of a shift towards, um, outsourcing, at least in Australia Pacific region. And I mean, if, if you’re gonna outsource, um, you’re, you’re probably gonna join up with a, a Muehlhan, um, equivalent.

So, you know, that way it just takes some of the risk out of, out of it, so it, it sort of makes sense. Um, the other observation I’ve heard is that, you know, because of the seasonality of blade repairs, it’s really hard to keep hold of, um, blade techs. And so if you’re a global company, you’ve got at least some opportunity of using the ses- seasonality and keeping hold of the good techs and, um, you know, so, you know, you know, summer in, in North, North, uh, America, and then, you know, summer in [00:21:00] Australia.

So it, it, it allows these company, allows these companies to keep hold of their good people.

Allen Hall 2025: Yeah. And that, that’s always been the yearly problem, right? That you have a, a crew of a couple good crews in the summertime, and you come back the next summer and it’s a whole different group of people and yeah, that, that, that’s trouble for the industry.

Well, a- and it’s good. It’s fi- it’s finally good to see this happening, and I know, uh, we’ve talked about it internally here at Weather Guard of who to work with and who to partner with. We like working with companies that have scale, and I think we’re finally there. So it’s really interesting to see this article from Johan in PES Wind.

So if you, if you haven’t read the article, you should go visit peswind.com and take a look. There’s a lot of great content in this quarter’s issue, and y- you don’t wanna miss it. So go to peswind.com today. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine.

PES Wind offers [00:22:00] a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So when, when the energy prices spike like they’re happening right now, uh, the Iran war being one of the main drivers, and obviously gasoline prices have jumped quite a bit, here’s what happens.

The China’s clean energy sector goes to work, and they’re racing to make connections and make sales. As electricity prices jump up, gas prices jump up, everybody wants to try to find a cheaper way to provide energy to their countries or locales. Uh, China’s there to offer it. So it’s solar panels, batteries, EVs, and even wind turbines are, are looking for homes out of China.

Uh, for European wind professionals, [00:23:00] the most important part comes from Mingyang, right? So they were unable to get a production facility in Scotland, but they haven’t given up yet. They are still searching for a home somewhere in Europe. And as of today, I don’t think they’ve found it. They’re s- I think they’re still looking for some country to host them.

But how long is that gonna go on, Matthew? I, I think with the domination of Vestas and Siemens Gamesa in Europe and Suzlon trying to make an entry, will Mingyang and other Chinese manufacturers eventually find a home?

Matthew Stead: It’s interesting. I think, uh, if you look at the airline industry, you’ve always had premium providers, and you’ve always had low-end providers, and I think there’s always a place for all of them.

And so I re- I reckon they’ll find, I think they’ll find their place in, in the market and just, you know, it might just take a while. But they’ve got the strength, haven’t they? They’ve got the product. They’ve got the strength. So it’s just a matter [00:24:00] of time.

Allen Hall 2025: Yeah. I, I, I d- I do think eventually it will happen.

But Vestas and, and Siemens Gamesa have done a pretty good job of controlling it, and wind Europe, honestly. Wind Europe has not been a proponent of a Chinese manufacturer in Europe, so that generally will help slow down any business plans they would have But at the same time, there’s a lot of opportunities around the world that’s not necessarily in Europe, right?

South America has strong ties with China. They’re– And Chinese companies are, are starting production in China. There’s a lot th- things happening there. You’re gonna see that in Africa and other places. So it doesn’t necessarily have to happen in Europe, which is, I think Europeans and Americans think, “Well, we can’t have China in those locales.”

Fine. But it isn’t like China doesn’t have other opportunities to, to sell turbines or solar panels or batteries. There are plenty places on the planet where

Matthew Stead: people that

Allen Hall 2025: need

Matthew Stead: lower cost energy, and they’re gonna find them. Um, I did attend a, a panel [00:25:00] discussion on Türkiye, um, and the growth, and there was a lot of growth in Türkiye around onshore and offshore.

And so maybe Mingyang, that might be a, a place, um, for them to, to start, you know, on the doorstep of, of Europe. The stepping stone, so to speak. Stepping country.

Allen Hall 2025: Is there risk in that, uh, uh, if, uh, uh, Mingyang decided to put a plant in Türkiye? Is, does that come with some political aspect? Because I, I, I don’t remember.

Türkiye t-tends to play, uh, uh, k- kind of like Switzerland in, in terms of working with different, uh, political systems over time. Yeah.

Matthew Stead: I, I’ve had a bit more to do with a few, a few, um, sort of organizations in Türkiye recently and, um, you know, it’s highly professional, highly, you know, logical, and so I, I can’t see why it’d be a challenge.

So I think, yeah, that stepping stone into Europe might be a, a logical way to go. Well, maybe

Allen Hall 2025: we’ll see that in the next [00:26:00] couple of months. I don’t know. There’s gonna be a lot to happen there. There’s so much money being spent in Europe on renewables, wind, solar, battery, all the above, that there’s plenty of opportunity, and every company that has a product that’s gonna be trying to sell it in Europe right now.

It’s a smart move. Absolutely.

Matthew Stead: I think the other thing that we’ll probably be talking about a little bit more is EV trucks or, you know, electric trucks.

Allen Hall 2025: You think so?

Matthew Stead: I reckon we’ll be talking more and more about electric trucks.

Allen Hall 2025: Does Europe even have a, a le- a real true EV tractor-trailer, large truck?

What do they call… I guess they call it a lorry.

Matthew Stead: I don’t think yet. But that’s why I’m saying I think this is a topic that’s gonna raise itself. Um, I’ve, I’ve seen some numbers recently which says that it’s a bit of a no-brainer to go from diesel to, um, to battery now.

Allen Hall 2025: So is Tesla gonna be the, the winner there just because of their, I don’t even what they call it, the Tesla truck?

Is that what they call that now?

Matthew Stead: Not the Cybertruck, the, the truck truck.

Allen Hall 2025: Electric semi-truck. There you go. [00:27:00] Thank you, producer Claire.

Matthew Stead: I think you’ve gotta watch, you know, you’ve gotta watch BYD and a few of the other, the other, um, other companies.

Allen Hall 2025: Do they have something as large as what, uh, Tesla is offering today?

Because Tesla is offering a true semi or tractor-trailer

Matthew Stead: I, I, I must admit I’m not a, a huge expert on the topic, but I’m sure Rosemary is.

Allen Hall 2025: She drives the big rigs? Is that what she’s doing?

Matthew Stead: But I think we– Yeah, I think, I think it’s an in-interesting thing to watch because, um, certainly fuel prices in Australia are definitely pushing, um, this idea of, um, electric trucks.

Allen Hall 2025: Yeah, diesel prices are really high in the States. I- if they’re high in the States, I can’t even imagine what they are in Europe or Australia. They must be through the roof. So if you have a diesel vehicle, although they run forever and are pretty efficient, the price of fuel is insane right now.

Matthew Stead: And, you know, if you, if you take that a step further into mining, so Twiggy Forest, um, and Fortescue, you know, switching to [00:28:00] electric, uh, trucks and electric mining, yeah, it makes sense.

Allen Hall 2025: Does the math work out on that? Uh, obviously Fortescue is taking, uh, really a pretty significant risk in that they’re developing their own electricity generation sites via wind and solar and battery, the whole thing, and they’re converting some of their larger vehicles to electric. Does that hold a big risk, or is this just a financial no-brainer, particularly when diesel prices are so high?

Matthew Stead: Yeah, I think it’s a financial no-brainer. Uh, and that’s why partly I think we’ll be talking about trucks because, you know, once the finances make sense, um, there’ll be a faster transition. And I think, you know, Fortescue is not a silly company.

Allen Hall 2025: Fortescue is willing to dabble, right? So they’re willing to, to see where the technology is and spend a little bit of money and possibly it works out, right?

I think there’s– you have to take a little bit of risk if you’re in that business because you are spending so much money on fuel. [00:29:00] You can spend a couple million dollars playing in different areas to pick an eventual winner. Obviously, they’re gonna– Well, it’s not obvious at the moment, but it, it seems obvious to us being on the electricity side.

Electricity is gonna be the answer. Renewable energy is gonna be the easy way to do it, the lowest cost way to do it. There you go. Go do it. Well, American Clean Power’s event, uh, which is in Houston this year, will be happening June 1st through the 4th at the convention center downtown in Houston. It’s gonna be warm, everybody, so if you’re traveling from a cooler country like Denmark to Houston, bring something cool to wear.

It will be warm in June. It, it– Houston is just a very warm place, and it’s quite humid, so it’ll, it’ll be a, a unique environment. However, it does sound like there’s gonna be a, a, an– A number of interesting companies and a lot of people that are attending that event this year, and one of them is gonna be Matthew and EOLOGIX-PING with Weather Guard Lightning Tech will [00:30:00] both be down at the event in a booth and seeing everybody and, and, and meeting a whole bunch of, of, uh, new people that are getting into the industry, which is, to me, is always the fun part.

Like, we just meet so many really fun people. Uh, and Matthew, you know, we had a discussion internally about that, like, uh, our, our new, uh, chief commercial officer, Nikki Briggs, has been commenting. We’ve been talking to so many operators around the world, and after every, uh, little meeting briefing that we have, we do a post-briefing, and she goes, “They were so nice.”

And I s- yes, Nikki, the wind industry people are fantastic to work with. Like, they’re all focused on doing something positive, and they’re trying to, to do it the best that they can. And there’s a lot of constraints to it, and they’re making a number of hard decisions. But when we all come together at American Clean Power here in the States, hey, we can kinda commiserate and [00:31:00] talk about what’s happening and catch up.

And I feel like we need a little bit of catch-up time in this industry, particularly here in the United States.

Matthew Stead: Yeah. Yeah. I, I think, um, I, I definitely agree. And I, I found, you know, previously I used to work in the construction industry and work with engineers and, you know, transport, blah, blah, blah, blah, blah.

And actually, I found that the renewable industry, there’s a lot of really open people, really happy to have a discussion, um, not the big egos, so I completely agree. And, um, I’m thinking back, um, I first met people in the wind industry in, you know, around 2012, 2013, and, you know, I still know a number of those people and really appreciate catching up with them.

Um, so actually, Berend van der Pol was probably one of the first, and, uh, Birgit Junker was, um, maybe one of the second, so yeah. And I’m definitely looking forward to ACP.

Allen Hall 2025: If you’re, if you’re down in Houston at American Clean Power, definitely stop by a- and say hi to everybody from [00:32:00]EOLOGIX-PING and Weather Guard Lightning Tech, and hey, learn about all the things that are going on because both companies have new products that’ll, were gonna be announced at the site.

Uh, we’re already getting inundated with requests on the Weather Guard side. It’s insane. We’re telling people, like, “Slow down, slow down, slow down. We’ll, we’ll, we’ll talk to you about it when we get to Houston.” But, uh, expect a very attentive audience this year, which is exciting. That wraps up another episode of “The Uptime Wind Energy Podcast.”

If today’s discussion sparked any questions or ideas- We’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:33:00] Podcast.

Conference Recap, Suzlon Targets Europe

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