GreenSpur’s Axial Flux Generator Innovation
Jason Moody from GreenSpur discusses their innovative axial flux generator technology, which promises to reduce weight and complexity in wind turbines, offering greater efficiency and lower maintenance costs.
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Today we’re excited to have Jason Moody, chairman of GreenSpur, joining us to discuss a generator technology that could fundamentally alter the path of wind energy. While the wind industry has been scaling up turbine sizes, we’ve hit a critical challenge. Generators are becoming massively heavy, complex, and expensive to maintain.
GreenSpur is taking a different approach entirely. They perfected axial flux generator technology that can dramatically reduce weight, eliminate cooling systems. And use any type of magnet from simple faite to rare earth materials. This isn’t just another incremental improvement. It’s a completely different way of generating power that could solve some of offshore wind’s biggest headaches.
Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering tomorrow.
Jason, welcome to the program. Thank [00:01:00] you. Thanks a. Hi Joel. Well, let’s start off with the elephant in the room for offshore wind turbines manufacturing. Uh, there’s some fundamental challenges that are facing them as we approach sort of the 20 megawatt stage and getting further offshore. Weight becomes a big problem.
Jason Moody: Yeah, it does. For, for years they’ve been getting bigger and bigger, and you can see that the industry just wants to push for that next size. But with that, the generators are getting very, very heavy. So the last direct drive generator that we evaluated was in excess of 150 tons. Now, that’s not a, not a small machine anymore, but what what we’re trying to do is introduce a new technology.
That can hopefully address that problem and some others as well.
Allen Hall (2): So when you put a very heavy generator on top of a tower, that increases everything underneath of it, right?
Jason Moody: Yeah. The foundations grow exponentially. The [00:02:00]steelwork and the structure has to grow. Then the cell itself, just based on size, lot more composite parts.
Everything’s bigger.
Joel Saxum: So we’re talking like here, kind of traditional offshore wind fixed bottom right. That’s an issue. The foundations have to grow, uh, exponentially to get these, to hold up this weight. But when another thing that’s happening globally, right? The big push for floating offshore wind. So if now you’re talking about putting more and more and more weight on something that’s actually dynamic, right?
So that kind of, uh, what does that do to the, the whole system.
Jason Moody: That’s a, it’s a different, um, engineering challenge, but it’s mainly in the steel structure and the ballast in, in those, uh, in those systems. So the street, the steel pylon becomes very thick, becomes very heavy, uh, to hold that weight on top.
But most of the time what you found in these newer next gen floating systems is they’ve gone to geared systems, which is a big move in the whole industry for both onshore, offshore, and, and everything in between. Everyone’s moving to hybrid [00:03:00] and geared systems,
Allen Hall (2): and hybrid and geared systems get even more complicated, which is the problem, right?
Is that we’re, we’re trying to lower the cost of energy, but as we go bigger in scale, we sort of lose those efficiencies. It, it doesn’t scale up with the efficiencies. It actually, you start getting more complicated because the generator itself is a limitation.
Jason Moody: It is not just on electrical efficiency either.
It’s, it’s limited because a lot of these generators, as they spin faster, they get hotter. And then with hotter generators, you need fancier and, and more high tech cooling systems and, and there’s another point of failure. So the LCUE really does start to suffer in these more complex advanced systems.
Joel Saxum: The size of these things too, like as we get bigger and bigger and bigger, we’re trying to scale up like.
The idea of working on something, like, I think about this like working on a truck, right? You go from working on a truck or working on a car to working on, uh, a semi go from that to working on, you know, a big boat engine or [00:04:00] something of that sort. And now we’re still talking at small scale, but the tools, you need, the ability to handle and move things like it becomes exponentially more difficult.
So as we get to, I know like we were talking earlier off air, Siemens has their 21 and a half megawatt machine installed. I can’t imagine the amount, the, the types of tooling, lifting mechanisms and stuff just to be able to work on the things. So that’s, that becomes even more of an impasse, especially in offshore operations as we’re trying to keep these things running.
Jason Moody: Yeah. There’s a whole booming and emerging industry on the infrastructure just to move and install these parts, uh, offshore. It’s, uh, just to hoist some of this big heavy equipment up into the na cell. It’s, uh, it’s. Really quite difficult, but getting even more difficult as time goes on
Allen Hall (2): and there’s more components up tower than ever before.
As we get to these bigger generators, cooling is a massive issue and if you follow, uh, all the patents by all the OEMs right now, you’ll see that they’re trying to figure out ways [00:05:00] to provide cooling up tower to the generator and all the gears and everything else moving up top. And it, it becomes a massive problem.
So not only do you have a very heavy generator and relatively complex generator, now you’re adding a coolant system, which is another complicated, heavy system on top of it.
Jason Moody: Yeah, you’re absolutely right, Alan. It, it is getting more complicated and the thermal management in the new cell, it is, it’s only going to get worse.
Allen Hall (2): Greens spur is doing something radically different. And I’ve been following Greensboro for, for a number of years now because, uh, you have been based in part of, been supported by ORE Catapult and you have a different generator design. It’s actually not a new concept, but maybe the implementation I would describe as new.
But moving from a standard sort of two cylinder design, you have a rotor. And you have a stator on the outside, which we see in cars and everywhere. It’s basically every [00:06:00] generator or motor in the world has these two rotating, these two cylindrical pieces. Moving from that into an actual flux design. And when we talk about flux, we’re talking about the magnetic fields that are generated to make these things spin or to create power, actual has a lot of advantages that haven’t been.
Taken, taken into consideration when we’re building massive wind turbines.
Jason Moody: Yeah, precisely. And thanks. Um, the, the way that Greensboro has approached this isn’t using a brand new technology. It’s, the way to describe it is to perfect it in a new application. So axial flux as a generator. Um, it’s been around a long time and the advantages of using axial flux as a generator have been well documented and known.
Uh, for, for, again, a long time. But what we’ve managed to do is we’ve scaled it from what might be a desktop size, um, unit up into the multi megawatt sizes. Now we’ve [00:07:00] got, um, uh, a generator that’s, um, been tested at the ORE Catapult, and, and that’s three meters in diameter. It’s, it’s a huge machine. Um, and, and that’s some of the benefits of Axial Flux can be seen in how you control and how you can manage the, the magnets being on the tire face instead of the tire tread,
Allen Hall (2): right?
And so now you have a series of discs. You have a what call a state or disc and a rotor disc, and they kind of, you can stack them together. So as you want to add more power production, you just add more discs, which, uh, is a really simple way of changing the size of a generator. But the, the key is, is that you have, uh, the coils stationary.
You have the magnets on another disc, and they’re spinning around, which is what’s creating the power. You can use a lot of different magnets in this particular design. You can use [00:08:00] standard, simple off the shelf magnets or rare earth magnets. It’s sort, and it, your, the actual design is sort of ambivalent to it.
Jason Moody: Absolutely. One of our, uh, one of our taglines, one of our USPS and how we’ve, um, adopted the design methodology is to be magnet agnostic. Drivetrain agnostic, which means we can be geared or direct drive even down to the, the coil material. We’re completely adaptable and scalable to whatever our clients might need.
The key is it’s very quick to, to change these parameters in our modeling software so we can easily design the most optimized, uh, generator.
Allen Hall (2): You can really drive the weight down in sort of two ways. You can use rare earth magnets, much more powerful, and you can also remove the copper and put in aluminum for the coils, which drives weight down.
So at the end of the day, you have and. You have a very efficient design, but you can also dump the cooling system. You don’t need a [00:09:00] fluid cooling system to create, for this generator to maintain its power output.
Jason Moody: Yeah, so if we were to go tor to toe with a traditional radial system of, let’s just pick 15 megawatt, we would expect to be 25% lighter, 40% smaller physically and nor water cooling system.
We would have air cooling, water leak. That is tor to toe with an equivalent existing design out there today.
Joel Saxum: So this, it kind of brings me to a question. You, we’ve been talking of course with you, Jason, fantastic technology, but we’ve been talking about a lot of offshore heavy weight. As we get bigger as we get bigger.
But can your designs be optimized? Say I, I think personally, one of the next, uh, frontiers for wind energy is, is low wind applications. Like, um, you know, like look at the United States. We’re talking like the southeast side of the United States where there’s no wind energy now, but we could optimize for its low wind speeds, five meters a second, [00:10:00] seven meters a second, things like that.
Can your designs be optimized for like a low wind speed turbine as well?
Jason Moody: Yeah, that’s a great question, Joel. Now over the last sort of five years, we’ve worked with many of the ma I would say, successful vault companies. So the, the vertical access version of, of what’s currently out there and what you might see is a, a traditional turbine, but these vertical access turbines, they spin on the other axis and they’re typically used in much lower level and low or unpredictable winds.
And they have a lower startup talk now, axial flux, especially our, that can be optimized. Um, they have a, a low starting talk. They have a higher efficiency, so they are very well suited for those vault applications. The challenge in that market is that there’s not many of those vault companies that have.
Entered serial production yet. So we’re still nurturing a kind of nascent market, but we’re very much in there and we’re perfect partners for that type of technology. [00:11:00]
Allen Hall (2): And you’ve been working on this, green Spurs been working on this for over 10 years now. Mostly with ORE Catapult. You have a, a ton of intellectual property that’s been derived out of all the work you’ve done.
And now, uh, the latest, uh, information I’ve seen is that you are at TRL. Seven, which is a huge milestone. You wanna explain what TRL seven means in terms of a development cycle?
Jason Moody: So, yeah. TRL seven is a scale between one to nine, uh, with TRL one being an idea on the drawing board and TRL nine being serial production to achieve.
TL one to six is building, uh, a generator all the way up to, um, kind of testing it. Seven and beyond is when you start getting into the operational environments. Now we’ve just dipped our toe into TL seven by combining all of our build experience with our new simulated experience in real [00:12:00]operational environments that have been submitted to our project, um, by, by partners, so we can then really test what our generator can do in actual turbine conditions.
Allen Hall (2): Right? Which is the hardest part of any development cycle is getting real data. And once you have that real data, then you can start scaling it into what a, a full size unit would be. And that’s where everything starts to really roll. Uh, Greensboro’s been doing this a long time, which to me just validates what you’re doing and.
Having watched from the outside, I’m an electrical engineer, so when I first ran across Green Spurs, like, oh, they’re doing something different. They’re thinking about the problem differently. They’re addressing the magnet problem, the rare Earth magnet problem. They’re addressing the weight problem, which is going to come up.
And Joel, and this is when we were still building like eight megawatt generators. And I thinking, well, the, the future’s only gonna get bigger. This makes total sense now. Now, from a manufacturing standpoint, it [00:13:00]does involve a slightly different process than what we have been doing historically. When we’re winding these coils around these cylinders.
Is it something and, and most of that work has gone offshore? Quite honestly, it’s, it’s not in the us it’s not in the uk. It’s mostly not in Europe for, for the most part. Does this open up the door now because of the sort of simplicity of it and the, the elegance of the design to be manufactured in the uk?
Jason Moody: Well, a couple of years ago we were focused on direct drive technology as the rest of the industry was as well. Uh, we thought that was the future and in a direct drive configuration, these machines are hundreds of tons. The uk it’s not set up for a hundred ton manufacturing of any rotating equipment. So we never had ambitions and we never thought that it would ever come to fruition if we did.
But now, if you were to use, um, the geared configurations or the hybrid drive situation, the machines become much smaller, much lighter. And I mean, [00:14:00] one of our, one of the biggest designs we’ve done is only nine tons. Now that is manufacturable in the UK and any western world. Nine ton generator and we can build that.
That changes our thoughts, that changes our strategy.
Joel Saxum: I think this is an, a really important, uh, like a basically keynote from this podcast to take away. Is that what the innovations that you guys are working on that engages the industrial complex in the uk, the industrial complex in, in the eu, in the United States, wherever you want to build these things, it can be done.
And one of the big problems that we hear, of course Alan and I go to. Basically every wind conference you can think of, um, you guys just finished up the global offshore wind there in the uk and, and a lot of the conversations over the last few years have been supply chain, supply chain, supply chain. And you don’t just hear it within our industry.
You hear it, uh, at high government levels, you hear it, you know, rare earths is a buzzword. All of these things. So you guys have the. The idea that you can manufacture [00:15:00] locally, you can engage, you know, your, your local communities to build these things, but also you’re easing your supply chain constraints by the ability to use rare earths different kind of magnets.
Um, it’s something that the rest of the, the industry just hasn’t. It’s like, it’s like they’re stuck, stuck in like the mud in the background of something we’ve been doing for 20, 30 years, 40 years, 50 years, you know, the same kind of technology. And there’s something, there’s a, there’s a nice, beautiful, shiny object sitting here and nobody’s grabbed it yet.
Um, but, but can you, can you talk to us a little bit about the supply chain, um, and how you guys can basically optimize that to get these things built?
Jason Moody: Yeah. Again, a really great question and one that, um, really goes back to the roots of Greensboro. We were born as a company to try and address the, the rare earth supply chain, the issue around magnet supplies and.
Throughout trying to perfect our technology to work with the lowest power [00:16:00] of magnet, which we did do. Um, we stumbled upon, upon perfecting or making very good axial flux technology. So we didn’t just create a rare earth free generator, we created a really good generator, full stop. It just so happens to be magnet agnostic.
Now, we’ve only talked about using, uh, rare earth magnets, the top end of the power density and the lowest phite magnets. But there’s a whole world of magnets in between that, uh, that are not explored yet. There’s a lot of development even in the US with narron. Those guys are developing some incredible, uh, new magnets.
And we’ve partnered with Nron a few years back and we are one of their conduits into, into wind should they come, come up with a commercial product or available product. So, so there’s a whole lot of gap magnets that would work in our architecture that could not work in the traditional radial flux designs.
Allen Hall (2): Well, let’s walk down that pathway just for a moment. Because of the [00:17:00] actual design. It’s a series of discs. So if you wanted to. Check one magnet versus type versus another. You would just be sliding a disc out, putting another disc in. If you think about the way we would make a standard generator today, it would be really complicated.
It would take a long time to do that. The actual sets itself up to be a little more developmental, where you can do things on the fly that you wouldn’t be able to do on a standard generator radial design.
Jason Moody: Yeah, you’re right at a conceptual level. Um, in practice it’s not as easy as sliding one out, sliding one in, but on a conceptual level it’s an awful lot easier than, um, than a radio system.
Yeah. Because a radio system, you have to change pretty much the whole design. With an axial, you are only changing one plate.
Allen Hall (2): Right. And is there, I assume there’s a, a, a good bit of software that goes along with it, which is where some of the efficiency comes from and from power electronics, I assume both of those.
What are [00:18:00] those sort of milestones in terms of software development and maybe even, even on the electronic side that help make an a design more efficient?
Jason Moody: So there are, there are several elements that have helped us unlock the, the, the real power of axial flux in our technology. Uh, one of them is we have the ability to use an adaptation of the whole back rear.
For those who don’t know what the Halback Array is, it’s a a special way to place the magnets, to manipulate the flux in the direction that you wanted. So instead of flux from a magnet going in both directions, half of it wasted half of it at your coils. We force it all up. The corals increase the power density where we need it, so we can use that.
Whereas you cannot use a haul back effectively in a radial design. So all of a sudden we can use these low powered magnets and any and anything in between. But of course, you can also do the same technique with the the powered markets, with the Neos. End up with an incredibly power dense machine. [00:19:00] Now that’s an, that’s an exploration for a little bit later on.
It shows that our roadmap is, is far from over. We can improve even further than where we are now.
Allen Hall (2): And the simulation tools you developed because you were at ORE Catapult and have built a generator of a significant size, how refined have, have those models been over the last year or two? ’cause it sounds like you really have honed in on.
What a particular magnet could do, what a particular coil setup could do. How we set this up, what a gearbox would be. How, how, how defined or how high level is that competency on the simulation side Right now,
Jason Moody: we spend a lot of time, uh, developing what we call our multiphysics model. That has the electromagnetic modeling.
It has the thermal, it has the structural all embedded into a couple of different tools now that iteratively feeds itself until we come up with the right design. Now, how that correlates with [00:20:00] reality is within a few percentage points. So we simulate, uh, simulated what we did on the test bench in ORE, and it was predicted very, very closely.
We have a good degree of confidence that what we see at the computer screen is reality.
Joel Saxum: So I want to ask you a couple questions about like operational things, because. The, the, the idea that you can get rid of cooling systems, that’s amazing because I know, like here, I’m in Texas, right? So that’s a big problem for all of these guys.
They’re going up tower just with air compressors to blow out radiators to keep these things cool. Uh, but you’re, you’re reducing the complexity. And in that, my mind goes, that makes operations a lot easier and maintenance a lot easier. What does that look like for the lifetime of, of one of these axial flux generators?
As in, you know, a, a serial product in a turbine,
Jason Moody: in an axial flux permanent magnet, iron list generator. ’cause we have no, we have no iron losses and [00:21:00] things we have with iron list status. There are no wear parts, zero. Nothing touches apart from the bearings. The only thing that wears is the bearings. So.
Because we’ve designed this axial flux, uh, machine or all of our machines around standard, well-known name, brand bearings that are already used in the industry, the lifetime is tied to the bearing and they are maintainable as well. So when you take away the cooling, uh, failures, that could be as, as associated with quite a large portion of the failures out in there, and you take the already known lifecycle and lifetime of a bearing.
It can be, it can be no worse than the existing tech. It can only be better. And the inference is, I mean, we haven’t got one in the field to tell you permanent to tell you exactly, but the inference is it cannot be worse, but it will be better is what we’re, what we’re trying to articulate.
Joel Saxum: I mean, you’re removing [00:22:00] heat, right?
And heat is a big failure in any kind of mechanical component. I mean, that’s
Jason Moody: when we got the, the latest report back from the RE Catapult, the fact that it came back so cool. Um, was just amazing to us. We thought it would come back cool, but it’s come back as such a, a thermally efficient machine that, uh, it surprised us.
Allen Hall (2): Let, let me take it into the electrical domain. Also on an axial versus a radio design. There’s a lot of radio generator failures that are due really fundamentally to the design. You have to put. Coils in a certain way, do they have these tight bins. They’re going around these sharp corners. The way you have to try to insulate ’em to protect them, and all that eventually fails.
Dead stop. We know it’s, that’s where the failure modes are. That’s why there’s a number of companies that are out servicing for those events and why you see a lot of generator repair shops trying to fix those known failures. Aio, from what I’ve seen on [00:23:00] your design. Addresses almost all of those upfront to to increase that lifetime.
It’s crazy when you think about how much time and energy we spend fixing generators, because we knew when we bought it, it was gonna fail in this particular way. Get it from the bearings or from the electrical work. It doesn’t really matter. You still have to this generator out and do fixes. Axial removes a lot of that.
So from an operation side, what are we talking about here? Are we talking about. Thousands of dollars a year, tens of thousands of dollars a year in terms of reduced maintenance costs. What, what
Jason Moody: realm are we at here? I couldn’t possibly estimate how big it is, but it’s certainly higher than tens of thousands of dollars.
It’s uh, it’s a big number. Yeah. Just to flesh out a little bit on that, um, on that comment about the coils. So in traditional radials, you have really complex winding paths, and that’s a lot of the time. That’s where you get your short circuit failures. I. [00:24:00] With what we’ve done, we use flat aluminum bar, and then it’s anodized and then it’s fully potted and encapsulated.
This can, it’s fully protected. From both the environment and itself.
Allen Hall (2): That’s a huge thing. I know when we talk, we don’t talk a lot about generators on the show, Joel, and just because we just know that how they perform, they been around over a hundred years. There’s no new innovations. No there. There is none.
There is literally none. Right. So we all come in from an o and m perspective on wind turbines operations, knowing I’m going to have to rip out two, three generators maybe a year depending on the size of the farm and like. Get a crane and do all this stuff, and it’s like inherent into the LCOE Greenburg’s attacking that fundamental understanding of how we think about LCOE.
You wouldn’t need a rewind in
Jason Moody: the maintenance schedule for this generator.
Allen Hall (2): Well, and, and I think this gets, really, gets down to the core of what, uh, [00:25:00] Greensboro is trying to accomplish now, is that you’re changing the way we think about creating power at the fundamental level, at the generator level. What does this look like?
What do you see this in, in 2, 3, 4, 5 years? What do you think Greensboro is doing and where can’t it be implemented? You know, first where, where are we going first? Here
Jason Moody: we’ve taken this technology as far as we can reasonably take it without one of the big players standing up and listening. And now it’s time for them to really help us along the way and put our generator in one of their turbines.
We need the help of one of these, uh, one of these industrial partners to come on board, get in touch with us, and, um, we’ll see where it takes us. But I’m quite sure it’s gonna revolutionize the industry
Allen Hall (2): and the UK’s willing to invest in this. If more recently you’ve seen efforts by the government and the crown of state willing to put money where their mouth is and to support companies like Greens Spur, which [00:26:00] is the right thing to do.
So you’re not going alone on this mission to create this new. Type of generator, maybe an old type of generator. It’s been around a long time, but to, to put it in, into wind turbines and to implement it the way that it needs to be done. This is remarkable. And, uh, I, I know we, we, we talk to a lot of technology companies and, and they’re, and they’re helping, right?
Everybody’s trying to help lower the cost of energy. But when you attack that generator, you are going at the heart of costs. That is where the industry needs to go. And I’m so glad everybody at Greensboro has been dedicated to do this. ’cause it’s not easy.
Jason Moody: It’s been playing in the land of giants, but I think we’ve really got something and that’s what’s driven us for so long.
Allen Hall (2): So if you’re a large operator or you’re an OEM and you haven’t looked at axial flux generators, you need to be doing that now. You can always Google Greens Spur that are on the internet. There’s a ton of information on the website, also on the LinkedIn page, so you [00:27:00] can follow the development there. Jason, thank you so much for being on the program. We love what Greens Spur is doing and let’s stay in contact because as things develop, uh, we want to educate the world and make sure that everybody hears all the excited things that are happening at Greens Spur.
Jason Moody: Perfect. It’s been a pleasure. Thank you very much guys.
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GE Vernova posts a record quarter as gas and grid surge while wind orders drop 40%. Plus Envision grid-connects its first AI turbine for Fortescue. Visit https://woma2027.com/ to register speaking and sponsorship interest!
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If you haven’t visited woma2027.com, you should do so right now because we are putting together all of the, uh, events at WOMA 2027, which is March 3rd through 5th in Melbourne at the Pullman, Matthew, Pullman East? Pullman East Melbourne. And it’s packed full. Our, in fact, actually, we have so many people applying to attend the event, we’re getting a little nervous on if the size of the venue is not large enough, and we, we have a lot of people already chime in wanting to be sponsors, which is great.
But I wanna talk about what you will experience at WOMA. We’ve done it for two years now, and the feedback has been great. And Yolanda, you’ve been to the one just this past February, and participated in panels and saw some of the, uh, workshops and was involved in a lot of WOMA 2026. What are you expecting in 2027, and what did you think of 2026?
Yolanda Padron: I thought [00:01:00] 2026 was great. I loved seeing everybody there. Uh, got to meet a lot of new people. It was, it was sweet. There was a lot of r- people returning from WOMA 2025, um, and a lot of new people that were told that that was the event to be at to learn about wind, which was really, really nice to hear. Uh, something that I loved, especially since we’ve been through quite a few conferences since then and before then, was just the fact that, like, you’re, you’re just talking about problems and just talking about solutions, and you’re talking about real stories, and it’s nothing that’s super, super public.
You know, like, you, you can have real conversations with real people. I know during a panel I mentioned a, a solution to an issue that I had seen that was kind of niche, and then, uh, like three minutes later, like I had had some people come up to me and we all talked about the problem that we saw and then [00:02:00]talked about their problem, and it was really similar, and obviously in a totally different continent.
And it was, it was good to, to be able to have those conversations that you usually wouldn’t have elsewhere, especially if everything’s just really, really public and just big and you’re having a lot of people sell at you, and it’s, it’s just something that we’ve really shied away from. What, what was your favorite part of it?
Matthew Stead: I, I think, um, it was really the fact that it was a a technical, useful, helpful conference rather than having some rando talking about things that they’re told to talk to you about
Allen Hall: It’s real answers from real problem solvers. And everybody’s gonna be in Melbourne on the 3rd through the 5th of March 2027.
If you’re interested in attending, you need to go to woma2027.com. If you’re interested in sponsoring, it’s also woma2027.com. There’s limited [00:03:00]sponsorship left, so if you wanna do something, you better get in quick. And if you wanna attend the event, and I suggest that you do, that you visit woma2027.com and get registered today
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Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. It’s been a busy day as we record because GE just announced its second quarter earnings and a bunch of things about the business. They had an investor call early, early, early on the East Coast, and even earlier for those on the West Coast of the US, and it was a very good quarter for GE, but a really lopsided one.
Uh, GE Vernova reported second quarter orders of [00:04:00] $24.2 billion, up 88% with a backlog that has now climbed to $176 billion. Free cash came in at $5.1 billion. Man, $5.1 billion is a lot of cash, everybody, which is more than the company generated in all of last year. So they made more in one quarter in cash than made in all of last year, and management is raising its full year guidance, but the strength is coming from gas power and the electric grid, not from wind.
The wind segment saw orders fall 40% and revenue slip 10%, and the company still expects wind to lose about $400 million this year. Although in the investor call, they did say that the forecast for wind in Q3 and maybe even Q4 was to be essentially break even on the EBITDA scale. So that’s a, a, a good number.
It does seem like GE is being more [00:05:00] aggressive on pricing and selective on the projects they are choosing to participate with. Repowers was way down, if I remember correctly. Uh, they are not doing a lot of that at the moment. So there is a slowdown they’re seeing in wind, but they’re more than making up for it in gas turbines and electrification.
Orders for gas turbines are out to ’30, ’31, and I think they’re gonna close out all of ’30, ’31, um, book orders for gas turbines here shortly. So if you want a gas turbine, Matthew, you’re gonna have to get in line because your GE has a long list of, of clients in front of them. What does this mean for wind?
When I hear the discussion where GE is focused on gas and electrification because of the huge cash flow that comes in their door- Does that mean a good positive things for wind because they have the cash to kinda hang around wind? Or is it gonna be set aside for other [00:06:00] more profitable business segments?
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Matthew Stead: mean, GE’s had a number of setbacks over the years. Um, you know, we know, we know all about them. We’ve been talking about them, you know, multiple times. But, you know, they’ve gotta just wait it out, don’t they? Um, you know, wind is not gonna go away, so they just need to wait it out, get their problems out of the way, get their cash flow in, build the order books again, just wait for things to improve.
Um, I, I think one thing I just wanna pull out, the Sands Ear, i- isn’t that a massive achievement?
Allen Hall: It is. It’s, it’s a colossal engineering achievement on its own. Forget about just delivering and manufacturing all those turbines and getting them installed. And that’s a pattern energy project, and Fairwind I think was involved with that in terms of project development, EPC items.
It’s huge. It’s gigantic. But it may be the last one we see in the United States for a while.
Matthew Stead: And but Vineyard, you know, they’ve gotta resolve that, don’t they? We’ve spoken about that before. Get that one out the way, clear out the decks and, yeah. That’ll come good.
Allen Hall: Rosemary, of our former GE [00:07:00] employees, I guess we have two of them here.
I’m one. Not of wind, but of another division. What’s your thoughts on GE Vernova at the minute?
Rosemary Barnes: These days I see them through the O&M lens. That’s how I work with them, is when my clients need support for all their wind farms and It’s just, it’s just never enough. It’s not a GE-specific thing. Uh, you know, across Australia, anybody with a full service agreement does not…
Uh, the, the company performing that agreement just gives the impression that they just do not have enough, um, uh, enough people. Y- you know? It’s just, just hands or maybe it’s budget. Uh, I guess it, it’s both at the same time. Yeah, I mean, I see some good things like their, the pace of new technologies has slowed and they’re consolidating, which was needed, but it’s just hard to imagine that it’s even gonna be enough considering how many fewer blade engineers that they’ve got now.
Like, how are they, [00:08:00] how are they going to get the, you know, the issues with the platforms that they are, uh, pushing, how are they gonna get all that under control with so many fewer engineers? And will they ever be able to, you know, go back to innovating a- again when they’ve lost so much of their, you know, institutional knowledge?
Allen Hall: Two things they did not mention during the phone call today or in any of the documents that I saw was TPI Composites and that EPC has acquired that and is now operating the factories, uh, making GE blades. And LM Wind Power was not discussed either, although LM Wind Power has been integrated into the overall financials of the company, so it’s not a standalone financial entity like it was last year.
So you can’t really r- read the tea leaves of what’s happening at LM, but nobody talked about or even asked on the investor call what was happening on the wind side. They were very interested in gas turbines and what the order rate was going to be, and GE was concerned [00:09:00] on their side, saying that they’re trying to ramp up production to make more gas turbines, but there’s limitations to how much they can do.
Rosemary Barnes: I guess that’s the s- the zeitgeist now, right? Or it’s the, I don’t know, like, it’s, it’s a sign of the times. Everyone’s obsessed with data centers, and for some reason, data centers are obsessed with gas turbines, um, even though, like, it’s not a fast solution to, uh, y- you know, to, to anything. So I don’t… You know, I’m not saying that building a, you know, a wind farm or solar farms, batteries, those are not without challenges.
But I really don’t think that the, yeah, gas turbine challenge is so much easier than the, um, yeah, than the renewables challenges. It’s a bit weird to me how everyone has just kind of latched onto, “Oh, you need new power, then it needs to be gas.” It’s just a bit weird to me.
Allen Hall: GE was predicting a peak of orders in gas turbines to happen sometime in 2026.
They, they think that the demand curve is gonna trend downward because everybody is already in [00:10:00] line essentially, and it’s five years out, so not many other people are gonna join that line to make it seven, eight years out That also indicates that sort of the d- the demand for gas turbines may be waning a little bit, or there’s just a backlog, they just can’t produce more.
Is that going to then maybe finally open up the best solar wind discussion for AI data centers?
Rosemary Barnes: Yeah, I wonder if it’s partly because y- you know, in a lot of cases… So people wanna build data centers, and then those data centers need power. You can’t just plug into the grid in an easy, timely manner. So then now they’ve gotta BYO their own power, and in fact, in Australia they’ve just announced a, a policy where you will have to…
You can bring your own power, and it will have to be renewable, actually, in Australia. So, um, at least that’s, at least that’s a win for, you know, generation source.
Allen Hall: Yeah. The, the AI data center discussion and gas turbines in the United States has more recently been focused [00:11:00] on, on the AI data centers that use those gas turbines, and the number of gas turbines that they’re choosing, and that they’re choosing gas turbines that fall under some sort of EPA threshold on size.
And what is happening, and which, uh, SpaceX has done and some others have done, is they go underneath that threshold on the size of the gas turbines, and then they, you know, and they daisy chain them together, right? So you, you… Instead of having one massive, I don’t know, two-megawatt generator of some sort, you have a bunch of 200 kilowatts, and you just stack them all together.
And the concern is, is that are some of these data centers violating EPA, the… If not the actual rule or the intent of the rule in terms of emissions, and it’s causing a little bit of a stink. It’s, it’s raised enough of, uh, the noise floor about it that you’re, you’re hearing it on podcasts, you’re hearing people involved in AI data ce- [00:12:00] data centers push back on it saying, “It’s all legal.
It’s all legal.” So it’s gonna come to a head pretty quickly in the United States.
Rosemary Barnes: It was some real, like, real sketchy loophole finding, right? Like, I can’t remember the exact wording, but you’re not supposed to be able to just chuck in a diesel generator or a gas turbine in without any kind of planning, right?
But they found a loophole where it’s like, okay, well, you know, it’s just like a truck except for that there’s no truck, and so it was called, like- off-road or non-road use or something. And it’s just, like, clearly not the, um, the meaning of the, of the law, right? The spirit of the law had, like, obviously been broken.
In Australia we have a saying, the pub test. It doesn’t pass the pub test. Like, if you said that to someone in a pub, then they would be like, “What the hell is that? That is not right.” They have closed the loophole. However, I think that they also kind of quietly just allowed them to keep the ones that they had or had planned or something, so [00:13:00] it’s, like, overall by far not ideal.
But I think that it’s just, like, you can, you can do that for a single site, but it’s obviously, like, the more that you do ridiculous stuff like that, that you lose the community ac- acceptance, which they barely had and definitely don’t really have anymore. Um, and secondly, yeah, like people, uh, people close the loophole and they respond.
It’s, it’s much better, and we see it with wind as well. Like, yeah, you can do things technically by the law, but if you wanna have a, you know, sustainable, uh, industry through the years, through the decades, you actually have to kind of, you know, think, “What happens if I do y- push to the furthest extent of the law, um, to get away with whatever I can?”
What’s gonna happen is regulation is gonna come down on you and you’ll lose the ability to kind of self-regulate.
Allen Hall: We’re gonna take a quick break, but when we come back we’ll meet a wind turbine that runs on artificial intelligence, Rosie.[00:14:00]
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In the red dirt of Western Australia, a mining company and a Chinese turbine maker are trying something new. Envision Energy says it has grid connected its first [00:15:00] artificial intelligence wind turbine prototype for Fortescue’s Nullagine Wind Project in Pilbara. The full project will use 17 of Envision’s EN182 turbines, each rated for 7.8 megawatts and built to handle mining sites, desert heat, and tough grid rules.
The turbines- The turbines pair a self-erecting tower from Nabler Wind with a hub standing an astonishing 188 meters tall. Behind it all sits Envision’s Energy Foundation Model software that company calls the world’s largest physical AI system. The goal is to swap diesel and gas for wind across the mine’s fleet and processing sites.
So this is an effort by Fortescue to power mining operations with electricity. It’s a pretty ex- exciting [00:16:00] project if you’re watching. The Envision artificial intelligence piece is an aspect that I didn’t know much about, and I still am trying to gather more information on, because there’s not a ton of info about what AI means in terms of a physical system.
And maybe Rosie, you know a little bit more, or Yolande, you can brief us on what this really is.
Rosemary Barnes: We just need to start with a pronunciation lesson, Allen. Sorry.
Matthew Stead: Not Pilbara, Pilbara. Pilbara.
Rosemary Barnes: I, I don’t actually… I hadn’t heard that part about AI and that it doesn’t… I, I don’t know. It’s, it’s such a buzzword that it might not mean anything, you know.
However, there’s so many cool aspects to that project that aren’t related to AI. Um, yeah, the tower height, the tower erection technology. I’m interested to hear that they have taken the heat of the environment into [00:17:00] consideration, ’cause that’s one of the, my obsessions actually, as long as I’ve been working on wind turbines, and ever since I found out how, you know, the materials qualification and certification process works, that it just doesn’t take into account the really high temperatures.
That’s one of the projects that Padlo has going on at the moment, is, um, putting sensors on some turbines to, like, look into that more. Um, yeah, because we do see in Australia a lot of sites have, you know, even within a few years, they might have 20 years of operation left, but we already see a whole lot of cracks that look suspiciously like end of, end of life fatigue cracks on them.
So yeah, we are looking into that more, and it’s very interesting to hear that Envision have taken the heat into consideration. I hope it includes the blade structure as well as just, you know, other turbine components, electronics, and that sort of thing.
Allen Hall: It does sound like they’re pairing batteries or BESS with wind turbines, where the BESS is located at the base of the turbine.
That would make sense in [00:18:00] Australia, particularly around where mines are, because it tends to be very remote, and storing electricity would make sense. The Discussions I’ve seen on YouTube deal with more on the energy trading side, that the wind turbine stores energy, of course, and it does it very efficiently into the best system, and then the AI system sits on top of that to help arbitrage the energy that’s stored in the battery to make more money.
Not a bad way of doing it, but it does lead to a ton of questions about national security, the use of AI, the, uh, and how this is all going to integrate together from a asset manager side. Yolande, I know in the United States we have a lot of restrictions about the technology that is in wind turbines and the, and the firewalls that exist there, where you, you can’t even plug into a wind turbine without having a lot of approvals.
Is AI coming in wind [00:19:00] turbines in the US and the rest of the world, or is this mostly a Western Australia event?
Yolanda Padron: We talked a little bit about a trading company a couple episodes ago, right? And that was a… It sounded like it’s, it’s coming. Um, I, when I first read the article that we’re talking about for Fortescue, I thought this was more of, like, a SCADA self-learning AI type thing, where, like It, it kind of learns from the, from itself, and then maybe it, it tells you you’re more likely to be seeing some sort of blade issue that wasn’t shown before
Rosemary Barnes: I heard, um, Andrew Forrest speak at a smart energy conference earlier this year, and he was talking about not for, um, not for wind, but for the solar and battery projects that they’ve already got there.
He called it a self-healing grid, and AI was the technology that enabled that. And so he, [00:20:00] he was saying, and I can’t remember the, the details specifically either, but when there was a, a disturbance, something that would’ve caused the, you know, without the AI, um, you know, layer looking after everything, a fault that would’ve shut the whole site down was able to self, self-heal with no interruption to supply.
Um, and that that was the kind of AI that, uh, they were talking about. I believe that the new wind farm addition to that is the same sort of thing, where they’re looking at, you know, a very complex system with… I mean, they don’t have energy prices to deal with, uh, in that case because it’s self-contained.
They’re not conne- connected to any external grid. Um, but you know, they’ve got wind, they’ve got solar, they’ve got, uh, so obviously weather conditions related to those two going on. They’ve got batteries, they’ve got, you know, yeah, the, um, availability of every single different… of probably many [00:21:00] thousands of different components in that system that, um, y- you know, you need to make sure that if there’s a failure or when there’s a failure in any one or combination of those things, that you’re always going to be able to reroute around that and kind of heal itself.
So it probably does include some of, of what you were saying, Yolanda, but I think when they say this is the biggest physical AI, like, I think that that might be a little bit of a meaningless term because y- you know, like, there’s AI… It, it could be like… I, I don’t know. It, like, what, what does that mean?
Like, if you have AI that is, um, you know, playing some role in controlling America’s electricity grids, then that would be the biggest, the biggest one, even if it was, you know, like a tiny little, playing a tiny role. I, I, I don’t know what that specifically means and… Is it bad marketing ’cause it’s just confusing and makes you assume that it’s, um, just meaningless buzzword cool [00:22:00]sounding thing
Allen Hall: It’s probably genius marketing because they attach AI to whatever the product is.
So we have AI lightning diverters at Weather Guard. EOLOGIX-PING has AI CMS, and Partload has whatever Partload does, AI-Partload. So that’s the smart move, th- uh, because it does seem to raise the value
Rosemary Barnes: But you know what? Partload is anti-AI because 90% of our work is you get, you know, drone inspections, and they use AI, and then it w- and it works really, w- it works really…
I’d never wanna make it sound like it is bad technology because, you know, the status quo before we had drones with using AI was to just not inspect your blades. So, you know, like, we’re doing much better than that now. But everything that we do is where AI was not able to do it or AI did it wrong. So y- you know, um, like I- we use AI in that everything that comes into us is AI.
Allen Hall: Well, if the same AI [00:23:00] technology that is reviewing blade images is being applied inside of a wind turbine, what do you see as a likely outcome there, Rosemary?
Rosemary Barnes: Well, it’s not, I mean, it’s not the, it’s not the same. And like I said, uh, it’s very easy for me to be like, “Oh, AI, you know, makes all these mistakes,” but it, I only see the mistakes.
I don’t see the 90%-plus of correctly categorized things. I don’t, they’re not relevant to me. Um- Uh, but I think for controlling a complex system, like it, it is… That, that’s a really great application. I mean, I think it’s like with any like super hyped up technology, it’s like really useful in a few things, and that’s what leads to the hype, and then people start to just wanna apply it everywhere.
It becomes the, you know, like when the only tool you’ve got is a hammer, everything looks like a nail. Like, that’s where we’re at. Like AI is this, um, is this hammer that we’ve got, and everyone wants to solve every problem with it. And I do it myself, you know. Like I hate writing LinkedIn posts, and so I’ll work with, with Claude or, um, I [00:24:00] use NotebookLM as well to, you know, I draft my LinkedIn post.
And you’re like, “Well, th- no, that sucks. Do this, do this, do this.” And then, you know, like half an hour later, you’re like, okay, I could very easily have written my own post in less time, and I could… I, I try again and again because I just, I, uh, you know, hate that kind of writing so much. But yeah, I think that like economy-wide, that’s the problem, that everyone is just trying to whack every problem with AI regardless of whether it’s the right one.
Allen Hall: Okay, so there’s gonna be products that are gonna incorporate AI or have AI somewhere hyphenated in the name of the product. What products should not be using AI right now?
Matthew Stead: Yeah, I think there’s… Uh, I wanna add to the… You know, go back a few steps. That calling this the largest, you know, physical AI device is complete rubbish really.
That’s stupid, really. It’s like, like, like what you said, Rosie. It’s like putting an AI machine on a road, and then it becomes the world’s largest AI infrastructure. I mean, that was, that was pretty stupid, um, [00:25:00] really. And that, that’s just marketing. My, my view is if you can’t explain what it does, you shouldn’t be using the word AI So in marketing, you know, you can’t just say, “Oh, it’s AI ’cause I don’t understand what it does.”
You should actually be able to explain, “This is what this product does, and this is why it does it, and we use AI to help make that occur in a smart way.” Rather than just being randomly talking about, um, AI solving all of these complex issues and not actually knowing how it’s done is rubbish.
Rosemary Barnes: To answer your question, Allen, I think AI shouldn’t be used for most creative stuff.
Like video, um, creation, everybody hates it, and companies keep on pushing it, and it sucks. And I think also it’s kind of… It, it makes people so angry, I think it’s gonna backfire if it hasn’t already for most, [00:26:00] most people that are using it. Um, yeah, so that would be one thing. And also, uh, you shouldn’t use too much AI for, like, I see it heaps on LinkedIn now, and it’s, it’s kind of…
Like, at the first time you use AI, you’re like, “Whoa, th- this is pretty, pretty good. Like, this is something, you know, like I could… That’s very similar to the stuff that I, yeah, used to post on LinkedIn or the infographics that I used to make.” But the issue is that, like, it looks that way the first time, but then once you use it a bit and you can recognize that it’s AI, then you see it everywhere and it, it turns you, really turns you off whoever’s put it out there.
And so, like, there’s so much on LinkedIn now where it’s, like, just AI-generated things. It’s… Even if, you know, like, if an expert has created it and edited it afterwards and made sure that the output is accurate, then I wouldn’t call it AI slop. But it is also, like, it’s always too [00:27:00] wordy. It’s, um, you know, it’s just like the style is just clearly e- the h- if the point is that you’re trying to express, “I’m an expert.
These are my expert opinions. I know what I’m talking about,” AI is not doing that for you. Like, you write your post or create your graphic with AI, it’s just not doing that for you. So I think that that is another example of where people shouldn’t be using AI.
Allen Hall: That wraps up another episode of the Uptime Wind Energy podcast.
If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And please, please, please don’t forget to subscribe so you never miss an episode.
For Rosie, Yolande, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:28:00] podcast.
GE Vernova Q2 Wind Losses, Envision AI Turbine for Fortescue
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