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Bonus Content: Renewables Opposition & TPI’s Financial Outlook
Allen, Phil, and Rosemary continue the discussion from Tuesday’s episode, diving into renewables opposition and TPI’s financial situation.
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Allen Hall: So what we’re talking to energy, everything is difficult, so we wind and solar can be difficult to make money in. But some of the discussion about moving back to coal or, or moving back to older sources of electricity generation, their money losers too.
Rosemary Barnes: Yeah, probably even more efficient money losers. And on a larger scale, you know, at least wind and solar, you could lose, lose money a little bit at a time and you don’t lose money on the operation.
Um, you know, it’s, it’s all in the, the, the capital cost. Whereas coal can lose money ev every single, every single day that the plane operates. So I [00:01:00]guess that that’s, uh, yeah, that’s true. It’s not as, not as bad as that.
Allen Hall: So is there a industry fix or is there a hope for the future? Right now, I don’t see it.
Rosemary Barnes: I was reading this book for a little while and I stopped reading ’cause I, um, it had some good ideas, but it wasn’t like totally rigorous in its, um, exploration of all the ideas. I think it’s called The Price is Wrong, or something like that. And it’s about how like, it’s not possible to have a renewables industry that isn’t subsidized by the government.
And, um, there’s some, I I, I think that there’s some truth to that, but I would replace. That there’s, it’s impossible to have a renewables industry if that’s not subsidized. Rather say it’s impossible to have an electricity system that’s not subsidized in some way by the government. Um, and yeah, I mean, just rec recognize that and maybe we don’t need to to fight that, but, um, it, it is always turns like so tribal that everyone’s arguing over who’s got the more subsidies or who’s.
More dependent on subsidies. Um, yeah, it’d be easier [00:02:00] if we could all, you know, get on the same page about climate change and just acknowledge what we needed to do. But, you know, if, if wind and solar power never came along and we didn’t care about climate change, then we’d still be subsidizing, uh, yeah, like coal and, and gas and, uh, all the transmission and, uh, I don’t know, infrastructure.
You need to transport those fossil fuels around. Like, you know, we’d, we’d still be subsidizing because people still need electricity and still get upset if it’s, um, you know. So expensive that you are stuck, you know, choosing whether you want to eat this week or heat your home this week. So,
Allen Hall: well, is it because electricity was late to the game?
The railroads sort of blew through the United States and everywhere else in the world because it was easy.
It missed Australia, but yeah, would would’ve been nice.
Allen Hall: But here, here in America, the railroads pretty much owned most of America very quickly. Uh, and got it done before there was any real. Feedback like they would be today, as soon as you wanna put a transmission tower in somebody’s farm field.[00:03:00]
Huge, huge uproar. States are involved, senators are involved. The government’s all over it. There’s committee meetings. Everything gets really slowed down versus 1860s. It just happened.
Rosemary Barnes: But I think the difference as well, like it’s not like transmission didn’t have these obstacles the first time around, right?
When cities or towns were getting electricity for the first time because there were transmission lines going to them, then it was more obvious what the need was. Whereas now people, they’re like, I already have electricity. And um, you know, they don’t, they don’t wanna be disturbed further when the. Yeah, the case isn’t as obvious to them for what the benefit will be to them.
Allen Hall: Is it such that the general public doesn’t realize that their survival depends upon electricity? On some measure, we were just driving and Claire and I, our producer, were just driving through a certain part of the Midwest and we were noticing there were no houses, and then it became obvious, well, there’s [00:04:00] no power.
To this part of the country. There are no transmission lines. There are roads, but there are no transmission lines until you get to a railroad track. And then there are power lines running alongside the railroad tracks, so the railroad and electricity go together. And whenever those two sort of meet, there is a little town, but outside of that zero, that happens on a bigger scale, if you don’t have electricity to power your industry, your cities, your communities.
You’re really in a world of hurt competing against the rest of the world. When do we realize that? Isn’t that why China is going so fast, so hard to electrify? Because it brings civilization, advanced civilization? India’s trying to do the same thing. It seems like in some aspects we just go, well, I don’t need it.
You do need it. Your kids need it, your grandkids need it.
Rosemary Barnes: But there’s a different, um, argument you’re trying to make because, I mean, I [00:05:00] doubt that there’s many towns in the US that aren’t connected to the electricity grid. There’s at least there’s some, there’s, there’s quite a few in Australia, but, um, you know, with microgrids and, and stuff like that.
So maybe that’s a, a bit of a special case. Um, but what you’re talking about in most. Yeah. Places like Australia and the US you’re not talking about getting electricity to places for the first time, which is what they are doing in, um, in China and in India when they’re rolling out, um, new renewables infrastructure, um, you know, like big transmission lines to connect up.
Good. Uh, yeah. Both those countries have, um, high voltage DC. Uh, long, long connections that are, yeah, electrifying parts of the country that haven’t, um, been connected to the grid before. So they’re more, the, the people there are gonna be more like people were a hundred years ago when they were getting connected for the first time in America, or, um, Australia or, or wherever.
Um, their, you know, [00:06:00] the, the benefit to them is obvious. I do think that it’s like with most new technologies where you gotta find the niches where people, like, it’s a, it’s a real solution for them. That’s the first place to roll it out. And people who aren’t really suffering don’t see as much need to change until the technology gets like, so much better.
Allen Hall: Who are the proponents, the loud vocal proponents to bring more electricity to New York City or to Los Angeles or to Houston? I don’t hear them though those voices aren’t nearly as loud as the voices that are saying, we don’t need wind, we don’t need solar. We’re totally fine the way that we are. What am there?
There is a, a very quiet opposition or proponents of electricity, I would say, uh, versus the opposition, which are very vocal about. We don’t need wind and solar. I think they totally do. I don’t understand where they’re even coming from in terms of big picture
Rosemary Barnes: in the big [00:07:00] cities, you kind of maybe hit from two ends because there’s this one kind of, um, one group of people who are climate concerned.
Um, and so they do want renewable energy. However, they think that the solution is that you just need to use less electricity. And so, uh, I think there’s like a really large proportion of city populations of people who. Who are cared about climate change that think that you can solve it by, um, consuming less.
All the things that are left over are, you know, like little incremental things that don’t add up to anything. Like what we’re gonna need to have everyone move to electric vehicles and have everyone move off the gas network and onto heat pumps for heating. Um, you know, there’s so many huge chunks of load that need to be added in order to.
Decarbonize and I don’t think that, I think that, yeah, like the half of the general population, like non-expert population, that should be on the side of the energy transition. I don’t think they realize that. We’ve been really, really conditioned to believe [00:08:00] that if it’s not, you know, if it’s not hurting, it’s not working.
So like it’s like you have to. You have to suffer as a condition for a solution to be plausible. So I think that, yeah, there, um, there’s a lot of, a lot of people that are really obsessed with individual action and how we’ve just gotta convince people that they should, you know, do all those little things.
Um, and I’m not sure they’re aware of just, yeah. Extent of the problem. I
Allen Hall: think you’re right about that. And been listening to a couple of podcasts while working that are still focused on the climate action slant, I’ll call it, to drive, uh, people to do something about their electricity or the coal factory or whatever they got going that.
But that argument is just a losing argument today in the climate we’re in. [00:09:00] You’re not competing against, uh, someone who’s gonna have a discussion with you about climate. You’re competing about someone who is trying to have an economic argument, a strength argument versus a weakness argument. Uh, so the.
You’re talking on the sidelines about climate. When your world economies are colliding, it just seems like the language needs to shift a little bit to focus in on what is gonna move people to some sort of consensus.
Phil Totaro: This, this also goes back to my whole thing with, you know, industry trade associations or lobby groups, because they are very much focused on politics and making everything into a political argument as opposed to leveraging the people that actually have the economic focused argument and data to be able to support [00:10:00] the position.
And it, it’s, we’re just not hearing from the right people. That have the right knowledge and information and, and it’s not just exclusive to the us this, you know, has happened in Europe. Um, I’m sure it, you know, Rosie can speak to how the degree to which this has happened in Australia as well. But the, the reality is you, you, the people with the real.
Knowledge and information that people actually need to be able to meaningfully change their argument and change habits, and change behavior and thought patterns. They get drowned out by the people who shout the loudest or who are politically connected.
Allen Hall: Sure. But that’s been true for time immemorial.
What, what I think is happening at the minute is if everybody wants to talk about power is electricity is power. Basically, it’s what we’re saying. Electricity is economic power. Then you want as much electricity as you could possibly generate. Are you gonna spend [00:11:00] twice as much to do it or are you gonna do it as cost efficiently as you can?
Wind and solar are gonna be those two answers. Plus battery being the third. That’s gonna be the lowest cost way to do it. If you’re trying to grow your economic power relative to all your economic neighbors, that’s the way to do it. So why are we having a discussion about. We’re gonna go back to coal in the United States and we just drove through coal country a couple days ago.
Why are we having a discussion about going back to coal? ’cause it’s so expensive. Why would we do that?
Rosemary Barnes: It’s really weird. ’cause I mean, renewables didn’t kill coal in the US right? It was gas. Gas killed coal.
Allen Hall: Yeah. Oh yeah. Gas killed coal for sure. Well, coal killed coal because you don’t wanna live next to a coal generation plant.
You really don’t. Especially 30, 40 years ago, you totally didn’t before the emission equipment was installed. Not nice. Does that make sense? Like we’re, we’re just not pushing if, if, if the, everybody’s [00:12:00] talking power. Let’s talk power. Let’s talk cheap power. Let’s go,
Rosemary Barnes: let’s buy TPI. Come on Rosemary, let’s go.
I’ve got about $2 50 spare at the moment. So if you think that when it kinda gets to the point where that Yeah, that can give me a, a stake then happy to, to jump in,
Allen Hall: what kind of management, Rosemary, would you put into a TPI? Would you put in a engineering focused management team, or are you putting in a development team?
Are you putting in just a pure, raw, old school manufacturing sort of management and system? What does that type of business require?
Rosemary Barnes: I think that there’s a real tension that makes that like an unanswerable question and why it’s the whole industry is struggling and not just one or two companies based on their decisions because.
You need in the long term, you need a good product. It means you need a good engineering team to design it and, um, you know, maintain a whole lot of, uh, institutional knowledge in, in [00:13:00] house. Um, and to be able to maintain, you know, deal with warranty claims and make sure that you don’t have more in the future.
But that’s super expensive. And the reality of today is that the cost, like the, what you can charge for a wind turbine blade is just, it’s, it’s too low to support that the kind of engineering that it actually needs. And so, um, yeah, that’s why, that’s why no one, no one can make the equation work, you know, to have the product sufficient and to make enough money to stay in business.
I, I don’t know, I kind of, and the way I’ve seen it, probably like the last. Nearly decade that I’ve been saying this is I, I just feel like a bunch of companies are going to go bankrupt, um, over not being able to, you know, whoever has the first, you know, huge warranty claim that they, they just can’t support and they go bankrupt.
Few of them happen and probably people will start, um, you know, some Chinese companies will kind of rush in to fill the void as well, but at the end of the day, you’re still gonna end up, um, you know, like having to move through this [00:14:00] and, and. Pay for the engineering. You, you just like in 20 years time, you can’t be anywhere else.
Um, unless we just didn’t have a whole lot of wind energy growth.
Allen Hall: Let’s talk about wind energy growth for a minute. With the shift, uh, in terms of production tax credits going away in the United States and wind has to stand on its own two feet discussion that’s happening at the moment. When you remove those.
Production tax credits and investment tax credits. Wind is still cheaper. Solar is still cheaper than pretty much any other, well, no, it is cheaper than any other, uh, power Source does that Then when they do that comparison, when you start to say, oh, well I’m gonna put a, a gas fired system in five years from now, I’m gonna pay a fortune for it because everybody wants to do that, versus just buying some wind turbines and solar panels and getting the same result.
Does that allow wind and solar then to raise prices where? They can become more [00:15:00] profitable, more stable over time.
Rosemary Barnes: I, I actually think no, because there’s too, there’s so many companies that are so used to, you know, just slashing costs so much. I just think there’s just too many, there’s too many companies.
Allen Hall: Too many companies in it.
Rosemary Barnes: Yeah. And, um, some. Uh, can go for at least a period of time making a loss on every product they sell. But, you know, there’s so many companies, and especially if you include China in, in that, they’re just, uh, I don’t know. It’s, it’s just not, um, viable to me to see how, like, which company is gonna be the one that starts charging more.
Um,
Allen Hall: are you able to have an independent blade company anymore, or do you need to be attached to an OEM?
Rosemary Barnes: I don’t see why that it, you know, the reason why that there were. Independent blade companies to start with was, was ’cause people wanted to have more, a more secure supply chain so that, you know, if something happened with one of the, the factories and they’ve still got another option to fulfill all the orders that they’ve got for a certain [00:16:00] platform.
And I don’t see that changing, um, you know, the fundamental reason for it. So, um, yeah, I, I, I, I don’t think anything’s changed there.
Phil Totaro: This also goes back to the argument of, does an industry. Flourish when it’s vertically integrated, or does an industry flourish when you’ve got all these separate little companies?
Allen Hall: It’s more distributed.
Phil Totaro: Exactly. Uh, a distributed model for supply chain, and right now we’re in. That phase of an industry growth where if you wanna be profitable, vertical integration’s, pretty much the way to go. Um, it’s also why it’s slightly confounding. Why ge? Bought LM in the first place because they, you know, brought them in because they wanted Yeah.
To vertically integrate it. But then they said, oh, but you’re, you’re gonna keep selling blades to everybody else and [00:17:00] then we’re gonna go use TPI and maybe some other companies to, you know, source blade designs and, and blades for specific. Makes and models of turbines. So why would you, why would you vertically integrate a, a capability like Blade Manufacturing and then not fully leverage it?
Rosemary Barnes: You know what, at the time that they were purchasing LM and I was working there, no one could understand it. And we kind of came to the conclusion, well, we’re engineers, not business people. So, you know, um, presumably. Presumably makes sense to, uh, a team of MBAs from ge. But now I, I kind of think that it, it, it did, it wasn’t that we didn’t understand, it’s that it didn’t really make sense the, the way that they did it, at, at least, um.
Yeah. I, I, I don’t think that they, I think that the team at the time really did intend to keep LM doing basically what it did, and they didn’t quite realize how much OEMs wouldn’t really like it. Um, like they didn’t like the vibe, even though, [00:18:00] like I can tell you, it really, really, things didn’t change so much at LM in the first few years, but, um, to an external OEMs.
Perspective now they’re buying blades from their competitor. So it doesn’t really feel like as much diversification as it feels like giving away all of your trade secrets to a, a competitor. So I think that they underestimated how much that that vibe would, um, would exist.
Allen Hall: What was the GE drive to change management and change culture at lm At other acquisitions that I’ve been around with ge.
Instantaneously. The old company is over, the new company is here, management changes, structure changes. They’re relatively quick at doing it, and then you’re part of the larger GE almost immediately. At lm, it never seemed to kick in that way. Even though they were selling blades to other companies besides obviously ge, but that hadn’t changed GE at other facilities, they would [00:19:00] still just take it over and call it ge, change the name on the building, and boom, it is now a GE facility and run with it.
Why did they not do that at lm? And was it more of a just cultural difference or was it a financially driven. Decision, I would
Phil Totaro: suggest it was cultural. You think it’s cultural? I, I think so, to be honest, because they, they, with the Danish management, I don’t think they wanted to. Uh, you know, immediately make a significant amount of changes because they knew that LM would lose customers if they immediately kind of vertically integrated LM as now a GE company.
I, I think they wanted to maintain that brand identity. And so more than a financial thing, I think it was a cultural thing and a brand thing to start with. But I think that [00:20:00] ultimately ended up being potentially the wrong thing. Either they could have bought and owned it and operated it as a separate, you know, uh, literally separate, you know, just an owned entity of GE Renova.
But it maintained the brand and, and the, you know, operational philosophy forever. But they, they. Owned it, and then it was like, well, we’re gonna integrate it. We’re not gonna integrate it. They started exchanging all this ip, you know, all the GE Renova Blade technology IP got assigned to LM and then got assigned back to GE Renova.
I mean, they, yeah, I, they, so I don’t think they, they really manage that well.
Allen Hall: Yeah. I mean, it’s hard to know, right? It’s, you can’t predict that. But I’m now curious, Rosemary, because I’ve. Listen to you describe LM quite a bit, and now I know a lot more about Danish culture and Danish companies than five years ago.
Clearly, [00:21:00] if GE had come in and had been, we’re clearinghouse, we’re gonna vertically integrate this company into the greater ge. The employees revolted, would they have lost the critical staff that they needed to run the place?
Rosemary Barnes: I don’t think so. Um, where are they? Where are they gonna go?
Allen Hall: No. Well then there’s vest, there’s other, at the time there were a lot of places to go.
Rosemary Barnes: Yeah. And I mean, people were moving, moving around. But you know, it’s, you’re talking about hundreds of engineers all at once in, um, the town Coaling that most of LM engineers work in is, um. 60,000 or something. In that area. In that area. Um, so yeah, uh, it’s not end Danish. People hate to move house,
Allen Hall: but it’s an American company coming into Denmark.
There’s that label that goes along with it. Besides the culture aspects, just having the moniker, the big meatball on the [00:22:00] side of the building would mean something. To Denmark.
Rosemary Barnes: Yeah. Yeah. But I, I don’t think that they would’ve seen, um, a sudden rush. I think that they would’ve seen a little bit higher than normal at attrition.
That’s, that’s my gut feeling. Okay. ’cause I just
Allen Hall: feel like in some aspects, GE did try to. Set things up in certain ways to make it run in a certain fashion. In other ways they didn’t, they just left it alone.
Rosemary Barnes: Yeah, no, I think that they took over with one idea and then their GE management changed and had a different idea because it doesn’t make any sense that they, they came in, um, this huge company of 300,000 plus global employees bought a company of about 10, 15,000 at the time.
Um, and then for all of the stuff where it was duplicated between, I mean, except for some, some corporate stuff, I’m sure that some corporate stuff got, you know, LMS version of it got slashed and, um, GE took [00:23:00] over. But for, for the bulk of the stuff that mattered to the company, um, it was the Tony Company whose.
Team stayed. And the GE one left, like there wasn’t a GE Blade team anymore after they bought lm. That was, they now worked for lm. Um, and, you know, across, across the board for everything. Technical, technical, um, that’s how it was. And then they, five years later, they’re like, actually no. Now we’re gonna get rid of the LM team and have the GE one.
I mean, why would you do that? To get rid of the. Small amount of in-house expertise you had, uh, um, one day and then a few years later just flip and like, no, we’re going back to our, like, they didn’t, didn’t retain you. You can’t just slash uh, get rid of a team and then five years later be like, okay, now the team starts up again.
Like, everyone wasn’t just like there hibernating waiting for, um, g to tell them that they could work for them again. So it obviously you would never go into that without your long being, your long-term plan. So that’s why I’m [00:24:00]pretty sure that they changed their mind.
Allen Hall: You could do that. If TPI exists without TPI, I don’t think they make the moves with LM like they’ve done
Rosemary Barnes: because they’ve got the backup.
Allen Hall: Yes. And now that TPI is on the rocks now I wonder if they’re rethinking the lm.
Rosemary Barnes: I mean, gee, I’ll buy T-P-I-T-P-I and uh, re rinse and repeat.
Allen Hall: Well, I don’t think they’re gonna, I you may, they, they may be forced into doing it just to keep the production line going. That happens quite a bit in business where you’re.
Buy your suppliers to keep the supply chain going. But the lm, it felt like for probably a year now, that GE was going to try to sell LM off in pieces or whatever they were gonna do. Does that stop, does GE think No, no, no, no, no, no, no. I don’t wanna do that because I want, I need a factory in North Dakota that makes blades.
I need, I need blade factories. I own blade factories. I don’t wanna lose blade factories, I don’t wanna sell ’em off right now because I’m concerned about my other supplier, [00:25:00] TPI, not being here in a year,
Rosemary Barnes: but it’s too late. They’ve already, LM has like one or two factories left. I mean, some of them are GE factories, but some of them have been just closed or um, sold to competitors.
So. Um, it’s, it’s too, it’s too late for that. That’s why I, I, I, um, yeah. Like I said, you know, when the sale happened, we all assumed that these, you know, you learn something in an MBA and that gives you kind of an insight into how, how to manage these things because like, it obviously is not it, like to the average worker on the floor, it doesn’t make any sense how that you can close something and then realize it was a bad idea and then just open it again.
Like it doesn’t, it’s obvious that it can’t work like that. But that’s just what we see continuing to happen. So I’m questioning if an MBA is even makes you the smartest person in the company.
Phil Totaro: So here’s a message to all of our listeners. By the way, if you’re, particularly if you’re an engineer, if somebody’s making a business move and they can’t explain it to you in a way that you as an [00:26:00] engineer understand it, like Rosie just explained, then they are making a really bad business decision and you need to get.
Outta that ship.
https://weatherguardwind.com/renewables-tpi-finance/
Renewable Energy
Dogger Bank Wake Lawsuit, EverWind Hydrogen Farm
Dogger Bank Wake Lawsuit, EverWind Hydrogen Farm
Rosemary previews Pardalote’s new hands-on blade repair course. EverWind’s Ocean Lake, Canada’s largest wind project, will feed a green hydrogen and ammonia plant in Nova Scotia rather than the grid. Plus BP’s exit from an offshore project in Japan, and the wake-effect lawsuit pitting SSE, Equinor, and Vårgrønn against RWE’s Dogger Bank South.
Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us!
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. I’m here with Matthew Stead, Yolanda Padron, and Rosemary Barnes is back this week.
Rosemary, you’ve been to a number of training courses over the last couple of weeks. The first off was GWO. What was your experience at GWO training?
Rosemary1: It was the fourth or maybe even fifth time that I’ve done it. Um, I did it a few times in Denmark and then, uh, this is the second time doing it in Australia. also, this was my first time doing first aid in Australia. Last time they did GWO here, but my first aid was still valid from Europe, so I, I didn’t redo it. And it’s like so much about [00:01:00] snakes and spiders and jellyfish But a good, good rule of thumb, not 100% accurate, but good rule of thumb, if it is something from the ocean that stung you, then you put something warm on it, and if it’s something from the land that stung or bit you, then something cold on it,
Allen Hall 2025: well, how often do you usually take GWO training?
Rosemary1: You gotta do it every two years to be valid. I don’t do it every two years because, um, if you do it every two years, like within two years, then you can do the refresher course. So that’s three days instead of four However, um, because I don’t climb constantly, like often it will be six months or more in between climbs, I’ll just do it before I know that I’ve got a climb.
all the other people except for one were technicians who, you know, have been working for a while.
So they’re also doing the full course, not the refresher. So they get a little bit more practice than I do. But, um, it’s just not often enough. Y-you know, like every time I go it’s like I, I really feel the need to have the refresher, um, because I’m just not fully on top of it. ‘Cause it’s [00:02:00] not just that you need to know what to do. You need to be able to… Like if you need to use it, you’re gonna be freaking out, you know?
This is the worst thing that’s probably ever happened in your life, and now you’ve gotta remember all your training. It’s like you want it to be actually second nature to some extent. So yeah, first day is manual handling, which is v- you know, very– That one’s very easy and I would be happy to never do that again.
Like I will always remember that. Um, then you got fire, um, fire safety awareness, and that one’s just fun ’cause you just get to, um, light fires and put stuff out then first aid, which I definitely always want a refresher on.
The CPR dummies at this place, they had lights, um, and it lit up green if you were doing it right, and I haven’t used a dummy that was so advanced before, so that was quite good. I realized I wasn’t pressing hard enough. and then yeah, last two days is working at heights training, which is the most intense ’cause you got your harness on all day and, um, you know, climbing up and down and rescuing people.
this was Rite Training in Goulburn, and, um, the [00:03:00] instructor’s name was Claire. highly recommend doing that one.
Allen Hall 2025: Is that a general requirement in Australia that you have GWO before you can climb?
Rosemary1: Like, yeah, they will sometimes, um, let you climb if you are babysat by people. I would not recommend other engineers, like if you’ve never climbed a wind turbine before, like I would really not recommend that you just go up with a team and haven’t done the training because you do need to be able to use a ladder safely and, um, you can, y- you can easily, like even inside the nacelle, you could easily hurt yourself really badly if you’re used to working in an office, uh, you’re upping your danger level by, you know, like many, many, many times by going up a turbine and it’s just something that you gotta take seriously.
Allen Hall 2025: How busy are the courses in Australia? Are a lot of technicians trying to get in and get trained?
Rosemary1: No, it’s people that have a job that are getting trained. But there were heaps of techs in this course. There were maybe eight or so, which is also part of the reason why it took a really long time.
Allen Hall 2025: So [00:04:00] this week, as we record, y- you’re presenting a blade repair course for engineers and technicians. a completely new area that you’re, uh, going into in terms of offering advice and expertise that it’s really hard to find on the planet. It’s probably a, a, a busy or, or requested course, I would imagine, in Australia, where you just don’t have access to a lot of the manufacturers.
Rosemary2: it’s a, it’s a course for just for engineers or technical type people, um, but including hands-on stuff. So the way that I I forced this to come into being was just the last five years. I, um, you know, I started working a lot on wind turbine blade repairs and, um, people would ask me, you know, “Have these repairs been done right?”
And the thing is that the only repairs that I had anything to do with when I was working at LM were weirdo ones, right? [00:05:00] Where the normal, like a technician couldn’t, couldn’t handle it. It was outside of, um, yeah, their, their standard, uh, kind of repairs that they can do for whatever reason. and now in the work that we do at Part Load, it’s primarily normal repairs, and I just didn’t know exactly what technicians know. You know, how do they, how do they know whether they can repair it or not? What do they know before they go up there?
When are they calling the engineer? Um, all that sort of stuff, like the normal stuff. eventually it became less about me learning, ’cause like I said, I kind of picked up most of it. Um, but now I’ve got staff that I’m training up to be, uh, you know, composites engineers and to work with these kinds of issues. There’s a lot of repetitive tasks involved in what we do when we, like, assess the condition of a wind farm.
A lot of what we do is look main- manually looking through photos and thing- if things are classified right or not. I [00:06:00] Found this guy from Direct Wind Services, Jurij Eska. He’s a blade engineer. He’s worked in Europe and then come back to Australia, so a little bit like me. And, um, I just worked with him on a few projects and I’m like, “Oh, okay. Well, this guy, uh, he really gets it.” And I asked him, “How do you, how do you train your technicians?
What course do they do? Maybe I can do that course.” And he said, “Oh, we train them ourselves.” And so then I asked him to put this course together. So where we started off the course yesterday, that was, um, uh, an indoor session where I was talking through how are blades designed, uh, certified, tested, manufactured, um, what kinds of manufacturing defects can you see and what do they do about them in the factory?
‘Cause you know that they’re doing a lot of repairs in the factory already before you ever see a, a brand new blade. and then the next three days we’re going to be working on, um, yeah, grinding and [00:07:00] infusions and a bit of a, a bit of theory about, um, composite repairs.
Allen Hall 2025: What do you feel like are those key skill sets that engineers should know how to do, maybe not as well as a, a professional technician that does it a lot, but at least at a beginner’s level should be able to complete them before they start repairing blades on their own and giving advice about how to repair blades?
What, what are those key items?
Rosemary2: part of it is that I want them to be able to understand what is a bad damage and what’s not a bad damage cause you look a lot at images from the outside, but it’s really about what’s on the inside and how deep it goes is the real thing.
So, um, it’ll be about learning, you know, developing some judgment about, um, how bad it can be and how bad it can look on the outside. We’re not gonna be looking at so many real damages ’cause like obviously we’re just dealing with pieces that are in the, um, in the, uh, workshop and Yuri has [00:08:00] made some samples for us, um, purposely made them badly so that we’ve got some, you know, damage to find.
Allen Hall 2025: Are you addressing carbon fiber at all?
Rosemary2: Uh, I actually haven’t asked about that. I don’t think so. Carbon fiber is, um, is a real pain to work with because it’s conductive. Like, even grinding it makes a bit of a hazardous work environment. We did talk a little bit about the different materials yesterday and, um, about pultrusions. And actually, it turns out Yuri used to work somewhere where they, uh, manufactured pultrusions, and I had always, I was always under the impression that a pultrusion is, you know, like, perfectly s- perfectly straight.
That’s the point. And he’s like, “No way.” No way. There’s waviness in the pultrusions
Allen Hall 2025: And on March 3rd through 5th at WOMA 2027, Rosie, you’re gonna give part of this course as part of WOMA, right?
Rosemary2: Little, little mini course. We’ll have to decide what, what makes sense to include, ’cause it was… Yeah, I went through really a, a fair [00:09:00]bit about blades yesterday, you know, like why they are shaped the way that they are. So we had to talk about aerodynamics and, um, why they’re made of composite. So we had to talk about, you know, like composite materials, like how, how they, how they work So I don’t know if, uh, people wanna write in comments that m- we should, we should do some sort of, um, poll beforehand to see what are the topics that are most interesting to people, ’cause I think we’ll have a half day, right? So we’ll need to be, we’ll need to be focused.
Allen Hall 2025: the description of repairs and what repairs should look like could be tremendously valuable. Everybody who has seen a repair always wonders, “Was that repair done right?” And s- and if you can have some general tools to know, like, “Uh, maybe there’s something not quite right here,” or, “That looks like a solid repair,” that would be a tremendous help to the industry, p- particularly for asset managers
Rosemary2: Yeah. And you know what I think is even more useful than being able to pick out when it’s wrong is to be able to know when it’s right. You can– Y-you know, like it is so– [00:10:00] It’s such a relief. Like it takes such a mental load off you when you’re just like, “Yeah, that’s all, that’s all good. That’s normal. Okay, I know that that– I knew that that would happen, so this is not a surprise.”
‘ know, once you know you can make that judgment, you can do it very quickly and focus your attention where it should be, so you don’t need to stress for an hour over every repair. You’re just like, “Yeah. Good, good, good, good, good.” And then, “Mm, please explain why you have chosen to not, not repair this, but just put a Band-Aid over it.”
that’s the goal of this training is to get everybody, y-you know, technical people, not people who wanna ever be a blade repair technician. They’ve got their own training that covers what they need to know. But this one is just, yeah, getting people like asset managers or my employees to learn what they need to know about composites, given that they have already got a strong engineering education.
So, um, you know, they know a lot of the stuff, but just need to know the composite-specific stuff and wind turbine blade-specific stuff
I will run this course again, by the [00:11:00] way, ’cause there was a lot of people who wanted to do it I couldn’t fit in. So it’ll happen at least once. I’ll keep on running it until everybody that wants to do it has, has done it. But, um, yeah, feel free
to get in touch
Allen Hall 2025: So if you wanna attend Rosie’s short blade course at WOMA 2027, just visit woma2027.com and register today
Allen Hall 2025: [00:12:00] Well, over in Canada, they just approved a, really a wind farm big enough to power a small city, and almost none of the electricity is going to the grid, which is a very interesting aspect to some of the things that are happening in Canada at the minute.
So up in Nova Scotia, uh, they’ve conditionally approved the Ocean Lake Wind Project. This’d be the largest wind farm in the province’s history. Up to 158 turbines will rise, uh, generating as much as 1.2 gigawatts of power. But this power is not headed to households in Canada. Nearly all of it will be feeding Everwind Fuels’ green hydrogen and ammonia plant at Point Tupper, where clean electrons will become a fuel that can be shipped across the ocean to Europe. And Matthew, there’s been a lot of [00:13:00] projects like this in Europe that have stopped more recently, particularly in northern Europe and up in Scandinavia, uh, on the hydrogen side. Or at least they’ve slowed them down. Canada seems to be going into that breach maybe to fill that void. And is there a marketplace for this to occur up in Canada?
Matthew Stead: Yeah, I think it’s very interesting. Um, you know, like you say, a number of canceled projects, and in Australia there’s been numerous canceled projects. So I like, um, the analogy or use of the term hopium rather than hydrogen, um, where, um, everyone’s hoping hydrogen will be the answer. Um, although, you know, what I, what I’ve read and understood is that, um, you know, the commercials just don’t really stack up and, um, yeah. So in terms of South Australia anyway, um, there was some major, um, hydrogen, uh, development planned with, um, you know, it, it never stacked up. So, you know, it sounds like a great [00:14:00] idea, um, but I’m not sure that the commercials will ever stack up unless you’ve got that guaranteed offtake for the, for the ammonium
Allen Hall 2025: Yolanda, what kind of uphill battle is this to get this wind farm up and running knowing that it’s one customer and that commercial market is a little shaky at the minute?
Yolanda Padron: what we saw, they have a lot of ca- caveats, right? So they’ve, they need to secure the customers before they start building and before they do anything, um, behind the meter. But it’s, I mean, it’s, it’s a pretty big wind farm, and it’s pretty far up north. But I mean, we, we talked to someone in, in northern US today who was having icing issues.
So I mean, of course we know Canada is no, no stranger to that, if they do make it work, I think it’d be really, really exciting to, to have sort of one technology power another, um, instead of just what we’ve been hearing a lot of the potential data centers and, and just wind po- [00:15:00] powering data centers.
Matthew Stead: Why not data centers? You know, seriously, like you said, Yolanda. why not go something that does have commercial demand?
Yolanda Padron: we’ve talked a lot about the potential of da- data centers, right? And we’ve talked a lot about people wanting to do them. Um, but there’s also a lot of talk of potentially doing data centers up in space and a lot of talk of maybe what if we do it offshore or, you know. And so I think there’s a lot of what ifs with data centers.
Of course, there’s a lot of what if with this, but just from a technology standpoint, I think this is really intriguing to have something that’s, that’s a little bit even more out there than what we’ve heard so far
Allen Hall 2025: Is it a build it and they will come type of s- situation here that hydrogen and ammonia may be the, the first offtake, but realistically, if that doesn’t work out, they can still connect to the grid and feed Canada, feed the Northeast of the United States or something else
Matthew Stead: Also, um, like Japan has [00:16:00] also expressed strong demand for, um, ammonia, and so, you know, they- they’re on the East Coast, aren’t they? So, you know, shipping it from East Coast to Japan is not gonna be so, so easy. I stick by what I said before. It’s hopium. it’s not a plan
Allen Hall 2025: I just saw an article today talking about Airbus continuing on with a hydrogen aircraft, and I think they were gonna work with a Japanese firm to work on that together. Six months ago I thought that died, but maybe it’s still in the offering. Maybe there’s an offtake for hydrogen. B- besides the, you know, replacement for some of the, uh, more unpleasant gases that are used in steel production and in some other industry things, maybe part of this is airplane fuel.
Which ammonia is one of those offerings also, right? The, there’s been a number of efforts to turn ammonia fuel into essentially jet fuel. They configure the engines to burn ammonia, which is a possibility. It does seem remote though, [00:17:00] honestly. There doesn’t seem to be a huge pull for hydrogen, and there’s not a, a major market for ammonia at at least at the moment.
So I don’t know. It, it’s… When you’re talking about gigawatts of capacity you’re gonna build, you, you hopefully have an offtake
for it
Yolanda Padron: if they designed it for it being not connected to the grid, right, it just is kind of like a behind the meter thing, and then could they later retrofit it into there? Like, how would all that permitting and everything
Allen Hall 2025: I–
well, that’s a great question. I– There are a number of, uh, connections between the United States and Canada at the moment. guess is that when they place this wind farm, they have that alternate route lined up, just like any wind farm in here in the States, that you’ll find them real close to high-voltage transmission lines.
Generally, those are the easy ones because transmission lines cost money and take time for permitting. I’m not sure Canada has those kind of restrictions, right? But Nova Scotia is not the easiest place in the world to do heavy construction work, just the [00:18:00] nature of Nova Scotia. It will be fascinating to see how they progress with this, but it’s something to keep an eye on because a lot of other projects like this have slowed down
Matthew Stead: Do you remember when some of the OEMs were talking about, um, putting electrolyzers on their offshore wind turbines? So the, the theory, the theory was you’ve got offshore wind turbine, you don’t connect it to the grid standalone, um, and you generate hydrogen or, uh, possibly ammonia on the actual wind turbine.
And then every now and then you just decant it, you know, drive up with a boat, you know, plug in the hose, and then suck out the hydrogen or ammonia. So, um, yeah, once again, all of those have gone quiet, haven’t
they?
Allen Hall 2025: speaking of Japan, a global oil giant is walking away from the Japanese offshore wind project, uh, but the project’s not dying. BP has told its Japanese partners it intends to withdraw from a wind farm planned off Yamagata Prefecture, uh, apparently worried about [00:19:00] profitability. The 450-megawatt project sits, uh, just off the coast, and it is led by trading house Marubeni, which says it will press ahead without BP.
Kansai Electric and Tokyo Gas remain on board also. So BP’s exit follows really a, a brutal year for Japan, where Mitsubishi has, and some others, have pulled out of, uh, at least three projects so far, uh, over rising construction costs, and I think a lot of that’s tied to inflation. Uh, the ambition’s still there for, uh, for a number of companies, but it’s just getting harder and harder to do projects in Japan.
Is this just the nature of the economy in Japan at the moment, or is this more about Japanese policy on the offtake,
Matthew Stead: I, I’m not really deep into the details but, you know, it just appears to me like a blip. I mean, there, I think there’s a lot of commitment in Japan to, you know, carry [00:20:00] out their offshore developments and I, I think this is probably more just a blip, um, and a little, you know, internal corporate, you know, argument rather than a sustained issue on offtake agreements and so forth
Allen Hall 2025: Well, Yolanda, how hard is it to keep partners on a wind development in general? Are there a lot of moving pieces there until the turbines hit the water or hit the
earth?
there’s
Yolanda Padron: I think a lot of moving pieces, but not, uh, I haven’t seen a lot of changes once it’s been publicly announced and everything’s, you know, everything’s been signed and everything. Um, I do think this is really interesting. I know we’ve talked a lot about, about having, about the idea of like sometimes people think wind’s really expensive, and the way that we’re gonna make wind work is just making it cheaper for everybody and just optimizing it as much as possible, um, and, and just being, having the turbines be as resilient as possible, right?
And I think such a strong player just backing out maybe [00:21:00] will incentivize some of the people in Japan to sort of try to see how they can optimize it a little bit more. I’m really excited to see it. I don’t know. It’d be… I think it’d be a nice it
Allen Hall 2025: Isn’t the bonus to offshore wind the price stability? Although the price may be higher today than you may be happy to pay, the stability of that price is a huge leverage point when you compare it to things like oil and gas or natural gas, um, in particular, which are highly volatile, that for electricity, at least you have this fairly steady source at a fixed price that you can plan out 10 years, 20 years, 25 years, maybe even 30 years. And as batteries become more prevalent on the grid, that the math even gets better over the years. Isn’t that the bonus? And, and if [00:22:00] everybody can focus on the long-term effects to the economy is where all the action will be?
Matthew Stead: Yeah, I mean, when I first, um, started looking into wind, you know, 10 plus years ago, I, I won- wondered why. Why would you build offshore with all that expense? And then, you know, it became clear to me just around the, um, you know, the diversity, you know, the, the fact that you might get more wind at times that you don’t get onshore wind, and the fact that it’s more consistent.
Um, yeah, and, you know, so those… I- it’s really a trade-off, isn’t it? Between the capital costs and the, um, more reliable, more consistent, um, offshore wind. So I think, you know, I, I was convinced at the start, I thought it was crazy, but then obviously it’s, it’s a, it’s a… it makes sense
Yolanda Padron: Yeah, I agree. And I think, uh, depending on where you’re having your offshore wind farm, you run into things that you maybe haven’t run into before, right? I know onshore we run into a lot of things in the [00:23:00]US and Australia that we, you know, the, the turbines just maybe weren’t designed for, or there wasn’t a lot of research being done because it was being done in Europe and, and the conditions are really different.
Um, and just the same way, you know, the sea is different in different places. There’s different depths. There are diff- different things that you need to worry about. but yeah, I, I completely agree that there’s a lot more generation, um, offshore. It’s, it’s bigger turbines. Um, there can be bigger, larger costs. You know, if you need to do a blade replacement or something, it, it can get, again, really expensive really quickly. But, but it’s, it’s a trade-off for sure.
Allen Hall 2025: We’re gonna take a quick break, but when we come back, we wanna talk about a place where wind is being fought over versus projects slowing down
[00:24:00] over in the UK, there’s a big fight about offshore wind, and not just about where wind turbines will be planted, but more about how they will affect other wind turbines.
So RWE is defending the UK government’s approval of its three-gigawatt Dogger Bank South project, which won its consent order, uh, basically a month and a half ago. Uh, but the developers next door are taking that approval to court. Equinor, SSE, Vårgrön own the neighboring 3.6-gigawatt Dogger Bank wind farm, and they have filed for j-judicial review.
Their argument is technical, but the price tag is not. They say wake effects, where one wind farm steals the wind from another due to turbulence, could cut their output and cost them between €500 million and [00:25:00] €669 million over the life of their project. That’s a lot of money, Matthew. A half a million euros is not something to ignore.
It looks like this is headed to some judicial court or maybe arbitration. Wake effects, which are actually not that well understood from what I can tell at the moment, there’s a lot of discussion and argument about, uh, how real are they or, or what effect they can have on power output. Uh, there’s a lot of money at stake, and the location of some of these wind farms is pretty close to one
another
Matthew Stead: you know, we always, always talk about, you know, AEP loss and, you know, the, the challenge is actually measuring it. And, um, you know, I’ve heard different numbers, but, you know, plus or minus half a percent of AEP loss, um, appears to me from what– in discussions, you know, the, the limit of what you can actually ever measure on a good day.
Um, I just wonder, I mean, while those numbers, you know, €500, um, [00:26:00] million is a, is a big number, um, but what is that as a percentage of the overall output of that, of that facility? Um, I, I don’t know the answer, but, you know, if, if it’s, you know, half a percent, I think you’d be struggling to, um, struggling to justify that, that wake effect loss.
I mean, you know, going back to what you said, Allen, you know, there are wake effects of some sort, but it’s a question of how much. I mean, that-that’s why aircraft don’t take off, um, too closely, isn’t it? Because there’s wake effects. Um, so it’s definitely a given, definitely a given. Um, but, you know, how much of an impact it truly is.
Um, and I mean, there’s always other variables, you know, variables in the weather, you know, wind patterns, da, da, da, da, da, da, da, and how much do this– does this actually compare to those other, other variables?
Allen Hall 2025: Yolanda, how would you even mitigate wake turbulence on an adjacent wind farm? Are there ways to do that today?
Yolanda Padron: I think the, the aerodynamics, Allen, would [00:27:00] be a lot more in your court than, than in mine.
Matthew does have a really good point. I mean, what are we… With the UK wanting to ramp up offshore as much as they want to ramp up, right? They’re not going to just cancel a large project, and they need to… I mean, it’s not, uh, there’s a finite amount of space, right? So what, I mean, what, what are you, what are you gonna do?
It’s like, it’s what, like, what happens in onshore where you, you really hope maybe that you don’t get a wind farm that’s really, really close by. Um, but you might also want to plan for it. I mean, I know of sites that have le- that lease a little bit of extra land so that way no one else can lease it, or that they can, they can use that to, to travel between turbines.
Um, and it’s, I mean, it’s, it’s kind of… Isn’t it kind of just part of it, part of the trade?
Allen Hall 2025: it has to be, right, at some point. [00:28:00] The question in my mind about all this is how much wake is there? Is it directly impacting the adjacent wind farm? Is there– are there things that can be done to minimize that wake turbulence? I think the answer is yes, but as wind turbine blade designers, I haven’t seen the same level of wake reduction that we have seen more recently in aerospace.
It’s complicated to do some of these things on a wind turbine blade. You’re mass-producing. You’re making a blade a day or a blade in a day-and-a-half timeframe. Are you gonna design this really aerodynamic tip to go on to reduce the wake on a particular wind farm? Probably not, right? So it’s, it’s– is it worth doing that versus the, the cost it would be?
So it’s gonna cost 500 million euros in loss to an adjacent wind farm. Do you put that 500 million into the design effort and the molds and [00:29:00]everything else to make these blades different? Uh, it’s a tight trade-off, right? It– from the engineering side. It may be better settled in the courts, honestly. Just it may be cheaper to do it that way.
Matthew Stead: Uh, I, I was gonna go down a different avenue. I mean, obviously there’s always curtailment. There’s always curtailment due to grid congestion, et cetera, et cetera, et cetera, maintenance. I mean, if they, if they just– when wind is coming from a certain direction, they could just de-rate and, uh, just not absorb as much energy, um, out of the wind when the wind is coming from that sector.
And so that would be a way of, um, not modifying the turbine, just de-rating it under a certain wind condition. I mean, the same thing occurs with noise curtailment all the time. Um, so there’s, there’s noise modes. There could be a, a wake loss mode. We should trademark that
Allen Hall 2025: Well, you know who’s gonna make money out of this no matter what? The
lawyers.
Allen Hall 2025: [00:30:00] Well, in this quarter’s PES Wind magazine, there are a number of great articles, and you can download the entire magazine and all those great articles at peswind.com. There’s a nice little article from Enerpac Tool Group, and if you’re not familiar with them, they make a, a number of tools that are handy in the wind industry.
Uh, and, you know, routine torque checks is kind of a pain, right? And the problem with a lot of those checks is that you have to haul around a heavy hydraulic pump to do it. And so if you’ve ever been to a trade show and seen some of these [00:31:00] pumps, it is a pain. And if you h- have to move around, especially on a w- wind site a lot, you really don’t wanna have a heavy pump that maybe is made for something, uh, more robust.
Uh, and you need something that’s portable. That’s what you really need, right? So the Enerpac Tool Group has really created this, uh, LU series they call. Which is a lightweight, portable, hydraulic pump, which is for intermittent work, which is what happens on most wind sites. It’s intermittent. Uh, so the product line director, Angie Wallace, uh, talks about this and says technician feedback has shaped this new tool, uh, from multiple carrying handles and an upward-facing gauge.
And that is a big thumbs up from me. When you put the gauge on the side of the tool where you can’t see it, such a problem. It’s like they’ve never used it. Well, obviously, the Enerpac has been talking to technicians, and they put the gauge where the technician can actually see it. Uh, and it’s designed to go through towers and, and tight [00:32:00] spaces.
Uh, so this is made specifically for offshore conditions. It’s ruggedized, and it’s a great tool. And a lot of times, Matthew, when you s- see the technicians about and some of the tools they carry, you’re like, man, that is not a good tool for this. That is, that is too much to be hauling around, particularly uptower.
It’s nice that we can see some tools that are designed job
Matthew Stead: I, I’m completely convinced. I, I don’t have much to say. Um, I mean, my, my day job is, um, you know, designing products and working out what products we’re going to, to work on, and, you know, the customer is the main voice you should listen to, um, at least in the first step. So always listen to the customer first, and I think from what you’ve described, customer first, and then develop the product to suit the application.
Yeah, so yeah, I’m convinced
Allen Hall 2025: Yolanda, you’ve seen Interpack on sites, haven’t you? It does seem like I run across them once in a while at some of the US
sites
Yolanda Padron: Every once [00:33:00] in a while. I do gotta say I love the idea of when, like, actual, like, boots on the ground people’s feedback is taken into consideration for, for anything really. And so this is, this just makes me really happy because I think a lot of times, like, as engineers, like, we love the idea of just, oh, I’m gonna do this really cool fancy thing, and then it’s just it- no one can use it, or a very specialized person has to be able to use it.
And so actually doing, you know, modifying a product so that it, it makes sense for the people using it, and I know we’ve, we’ve all talked about it a lot internally and, and we continue to work towards making it easier and easier on, on the people actually installing the product. Like, this is, this is really exciting.
Allen Hall 2025: So if you need a lightweight pump for tightening some bolts uptower, particularly if you’re offshore, take a look at this Enerpac line of LU lightweight series tools. It’s well worth it. And at that same time, you should check out PES Wind magazine. Just go to [00:34:00] peswind.com
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 directly to Rosemary, and don’t forget to subscribe so you never miss an episode. for yolonda, Matthew, and Rosemary, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.
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