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Energex Acquisition, LM Wind Power Builds Enercon Blades

We discuss the recent acquisition of Energex Renewable Energy by CDPQ for $3.6 billion, highlighting its implications on the wind industry. We also delve into LM Wind Power producing blades for ENERCON from its factory in Turkey and feature the Buffalo Mountain Wind Farm, a unique project on a reclaimed coal mine in Tennessee.

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

You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here’s your hosts, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes.

Allen Hall: Big news, Energex Renewable Energy has announced that it will be acquired by CDPQ.

A major community and pension fund manager for about $13 and 75 cents per share. I’ve seen a couple different numbers about that. This transaction represents a total enterprise value of approximately 3.6 billion US dollars, and marks a really a substantial consolidation in the wind industry. The deal offers about a 40% premium on interjects closing share.

Of a couple months ago. So that’s a pretty good premium that CDPQ put on interjects value. And now Phil, this is part of a larger play of a lot of consolidation. This one in particular, interject is going to become a private company after this acquisition. Why?

Phil Totaro: It, that’s an interesting question because normally when a company gets taken private by a large institutional investor, it’s to restructure.

I am not sure that. Energex needs that much restructuring per se. It’s not like they’ve got a huge team to begin with. But a reasonably competent team in terms of the pedigree of their developments, obviously in Canada and throughout Europe as well. And they’ve been trying to venture off and dip their toe in other markets as well.

The reality of this is that it, it’s a fantastic thing for CDPQ to strengthen their position and it comes at a point in time when a lot of these Canadian pension funds are looking at the profitability and the returns that they’re seeing on their investments globally, including the US right now with all the trade tensions and everything we’ve got.

And I think you’re gonna see more of these Canadian. Pension funds and investors pulling back and doing things that are ignoring the US at this point. Looking at deals in Canada, looking at deals in Europe, looking at deals in Southeast Asia and South America for that matter.

Joel Saxum: I think it makes sense for me like CDPQ keeping their Canadian money mostly in Canada. However, I know Energex has a hand small handful of wind farms in the United States as well. Did you see a reality where just because of geopolitical reasons, they might just. Sell those couple of wind farms off.

Phil Totaro: Let’s put it this way, Brookfield’s not going anywhere and they’re always on the hunt for, good assets.

But there’s other people that could want to gobble up wind assets right now, especially if, the assets that Enerex owns in the US they’re not quite ready for repowering yet. But maybe that’s part of the play.

Joel Saxum: Moving forward. Yeah, I know, like you said, you mentioned Brookfield.

Brookfield, same thing. We’re talking about market consolidation. They just bought National Grid renewables not too long ago, and I know National Grid renewables in the States. A couple, A handful of wind farms and some solar assets, some other things. So yes, continuing to see that trend.

Allen Hall: I still wonder though if taking them private is a better long-term play.

Because of the turbulence that’s gonna happen over the next couple of years. It gets rid of all the shareholder complaints and the back and forth and where to save money and whatnot. If you’re really trying to look for a longer play, doesn’t taking renewable assets, especially large scale renewable assets off the public markets, the better long-term play.

I just think that. There’s so much turbulence in renewable energy, and it’s getting bashed so much that the value was still there, but in the public eye, it’s like it doesn’t have as much value. But when you’re producing power and you’re delivering it and getting paid, you’re still making money.

Phil Totaro: Maybe to answer that question. I think again, the reason that you would take something private is if you wanna avoid the scrutiny in general. And the reason to wanna avoid the scrutiny at this point is partly what you just described, but I think mainly if you’re looking to own and operate for a longer term, this is something, and look, CDPQ is putting money into something that they’re not making a short-term play themselves either. This isn’t just, Hey, let’s buy Inex to flip it in a year and a half or something. They’re, if they’re. Going in like they did with a minority stake that they’ve got in energy or any other investments that they’ve got and partnerships they’ve got around the world on individual projects or with development and owner operator companies then, they’re very deliberate about what they’ve done.

So again, taking it private. To me feels like they want to, just go about their business for the time being.

Allen Hall: Would the Canadian US tariff exchanges influence that decision

Phil Totaro: A little bit. I. Not necessarily a take private deal specifically, but you’ve got a scenario where, again, there, the Canadian pension funds and institutional investors, which is also gonna include, the likes of CDPQ and Brookfield.

They are going to make it a point to de-emphasize investments in the US for the time being, because there’s, it’s, and it’s really not even, ’cause look, we talked about this on the show before. If we end up in a recession and interest rates end up coming down, that’s actually really good for investors because they wanna plow money in when the cost of money’s cheap, if interest rates are low.

But the reality of it is we’re not quite there yet. We’re not, all the way into a recession yet there’s, everybody’s still on the fence. The what they’re, what everyone’s trying to avoid right now is the chaos that’s ensuing from the uncertainty around. The tariffs that are either in place, not in place, now they’re in place again.

We had Ontario trying to impose tariffs on the energy exports. Now they’re not, because there was a conversation with the commerce department. So I, who knows what’s gonna happen. This is the problem. Nobody knows what the hell’s gonna happen tomorrow. So how the hell can you plan financially?

Allen Hall: Don’t let blade damage catch you off guard. EOLOGIX-PING sensors detect issues before they become expensive. Time consuming problems from ice buildup and lightning strikes to pitch misalignment in internal blade cracks. EOLOGIX-PING has you covered. The cutting edge sensors are easy to install, giving you the power to stop damage before it’s too late.

Visit EOLOGIX-PING.com and take control of your turbine’s health today. LM Windpower has announced an extension of its partnership with Evolv. Company’s Intercon leading wind turbine provider, obviously. Through a new contract that’ll supply LM 78.3 meter blades for intercom’s, E one 60, EP five, E two wind turbines.

This, these blades are gonna be manufactured over in Turkey at the end of this year and it. It seems like LM is moving away from manufacturing GE equipment to picking up some work for other manufacturers. I, we’ve been noticing this trend for several months now. It does seem like this alliance falls into that bucket of maybe LM is moving on a little bit, but Turkey, the thing about this is LM getting work in Turkey because it did seem like a lot of.

Companies were starting to pull out a Turkey. Intercon is starting to fill the void. Isn’t that what it looks like, Phil?

Phil Totaro: Yes. Although this is slightly confusing. ’cause if you remember last year they were talking about laying everybody off in Turkey at LM and shutting the whole factory because I thought Intercon was working with TPI, who also has a facility there on the manufacturing of blades.

So did something happen? And if so, what? I don’t think we know. But also this, this deal, while it’s obviously not necessarily bad news for lm, keep in mind there’s only five or so gigawatts of order book for these intercon turbines. That’s specific model of turbine. So it’s not like this is game changing for lm and it’s not oh, this is gonna save the company, it’ll keep a factory in Turkey operational for.

18 months while they produce these things. And then after that, I don’t know what happens. ’cause intercom’s not been like the strongest in terms of their global sales lately. So we’ll see.

Joel Saxum: Yeah. So Rosemary, you worked at lm as part of some special projects. Of course you had one that was your general remit, but when things came through the door from other manufacturers of turbines, intercon being one of ’em, Intercon builds the turbine itself. They don’t build their own blades. How was that handled within lm? Do you, did you have any experience with that?

Rosemary Barnes: So when I started at lm, there was nothing but other companies blades, right? LM Wind Power didn’t make turbines and so the blades they made were exclusively for other manufacturers to put another manufacturers turbines.

And then a couple of years. Into my time at lm, I think must have been about 2018 or something. They got bought by ge who had been one of their main customers, one of the biggest customers. And wanted to, reduce some of the supply chain uncertainty by bringing that in-house.

And at the time there was lots and lots of reassurances of, we wouldn’t have paid so much for the company if we didn’t want you to still be making blades for other customers, and nothing’s gonna change there. There was a lot of effort put into they call them Chinese walls, right? Where like just because you’re working on one manufacturer’s technology, you just can’t go and work on their competitors and tell them all the, all their secrets and stuff like that.

I’d say that they did that as well as they probably could have not perfect. I’m sure. But yeah, as time’s gone on, I think that a lot of the other manufacturers got a little bit didn’t feel super duper comfortable even, with those things in place. There is of course still the worry that you’re just telling your competitor all of yeah, everything they need to know to just copy what you’re doing.

I think people have got less keen on it. Yeah, in a sense, like when I left LM it was only a couple of years into the merge and it really, things didn’t feel that different in terms of working for other manufacturers, but I’m sure that five years later it does. And so this is maybe more of a.

More of a big deal now, but yeah, to me it’s just the way that every project was. It didn’t make any difference if a blade was to be made for GE versus any of the other manufacturers.

Joel Saxum: I know Allen, with some of our work we’ve done with lightning protection in India, we’ve seen Intercon turbines with.

LM Blades, and I think we’ve seen Envision turbines with LM blades in India as well, haven’t we?

Allen Hall: Yes, we have.

Joel Saxum: Definitely.

Rosemary Barnes: I think LM made blades for maybe literally every single manufacturer. There were a few that they didn’t make many for. I know Vestas was one that they were continuously chasing and had never.

At the time I was working there, they had never really done a lot for vest and were always wanting to, but for the most part, I’m pretty sure that they had at least dabbled with every single OEM and I myself had some meetings at Anacon for yeah, for a deicing a blade that had deicing systems and it was very it was culturally very different to other manufacturers that I had worked with.

I worked a lot with ge and. A bit with Siemens Gomesa and just, I just did some introductory meetings at Anacon and it was exactly like you would expect the German engineering stereotype to, exactly like that would tell you. They really wanted things optimized. I’m much more of a, you make things.

As good as they need to be and not better because when you make them better, you make them more expensive, you make them take longer, you can often add extra points of failure that you know didn’t need to be there if the feature is a bit unnecessary. Yeah. But when you talk to. Maintenance personnel service teams, they love servicing anacon turbines.

I’ve heard it described over and over again as the Mercedes of wind turbines. They say, I’ve never climbed one, but they say that when you get up there, it is like the interior of a, I dunno, luxury yacht or something.

Allen Hall: As wind energy professionals staying informed is crucial and let’s face it difficult.

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Joel Saxum: Isn’t it true with Intercon as well that they’d like, they won’t sell a turbine unless they get the maintenance contract

Phil Totaro: in Germany? Yes. I think they’ve had to relent in other countries because again, financiers may not allow that. To, like it’s just, oh, this is way too expensive.

’cause like a lot of OEMs, no matter how much an intercon turbine costs, when they’re also selling the maintenance package, they’re trying to make whatever they feel like they lost on the upfront CapEx and turbine costs up with the long-term service contract. They.

It just depends on which market. Definitely in Germany, they, I don’t think they’ll sell a turbine unless it’s their maintenance because they are so well-oiled. And you could probably argue almost all of Western Europe they’re so well-oiled in terms of, I, I heard a story once when I was at Clipper, this would’ve been around 2009, where there was a.

Intercon turbine in Germany that had a nelle fire and they literally had a brand new Nelle in 24 hours. They had swapped it, they had been able to swap out a newness cell and had the turbine back up and running within 24 hours of that fire, which is just astonishing. You’re paying for it like Rosie’s talking about, you’re paying for it.

Rosemary Barnes: That’s the kind of benefit that you would expect to see when you have OEM service agreement, right? That they have the ability to keep an inventory of spare parts and, nearby and they can just swap stuff out and everything’s very fast, but. We don’t see in Australia where those kind of agreements are very common.

We don’t see, we don’t see that kind of preferential treatment, that’s for sure. And then the second thing is that it may be technically the OEMs aren’t requiring that if you buy their turbines, you have to buy their service agreements. I. It’s almost like a, I don’t know, like a strong man kind of sales tactics.

Like sure you can, self self support this, self service this, but good luck getting any spare parts for it. Good luck getting any help. If you’ve got a, a warranty claim and they like pressure so much that you have no choice, which to me, like I would rather. That they were just honest, that they’re like, we can’t make a profit on the turbine without the service.

So you have to buy the service like that. I would rather know and have it, be honest about it than pretend like you’ve got a choice, but you’re just gonna be, like bullied and yeah, this thuggery to, to force you into using, or they’ll go outta their way to make your life hard.

Phil Totaro: And this, frankly, this is also what’s been talked about lately is that with people not being able to get access to spares for some, older.

Turbines and older models of blade. There are companies out there that are having the conversation. Do we just reverse engineer, one of these, one of these blades? Do we just buy one and scan it and figure out the arrow profiles and then. We already know how to manufacture a blade of that style anyway, so we’re just gonna do our own version.

And there are OEMs that are discussing that literally right now because they wanna be able to sell spare parts. Basically, and that’s probably extends beyond blades, but they wanna be able to sell spare parts to a market that is thirsty for spare parts. And it’s certainly happening, it’s conversations that are happening in the us but I could imagine it’s something that they would talk about in Australia too, because access to spares down there is also, quite finite and or time consuming to get your hands on.

Rosemary Barnes: One of the things, even, yeah back in my early LM days, that was one of the things that I learned early on. ’cause I was shocked at the secrecy and everyone rolled their eyes and said, it’s so dumb anyway, because the big customers, like if they buy hundreds of turbines worth of blades, then they buy an extra, one extra blade and slice it up into, I don’t know a hundred millimeter slices and then they can easily reverse engineer.

Maybe they don’t know. Exact materials, although I’m sure that it wouldn’t be too hard to do that either. Like you’re not gonna get a hundred percent of the way there. But I do think you could get like 95% of the way there and, do your own engineering on top to, do the analysis to, to make sure it’s okay.

So that, that’s why I think that the excessive secret is. Secrecy is silly because you send the you sell the product, you’re not in control of it anymore. Once it’s, left you, then why is it impossible to get from the OEM? Just like a simple line drawing that tells you where within the blade the lightning cable goes for instance, there’s just no reason for them to be um, like just to have their white knuckled grip on the, those drawings that they can’t even share.

Basic information like that, that you need to use their product properly when all you need to do is just yeah, you don’t even need to buy a spam, just wait till you’ve you’ve got a failure and okay, we’re not scrapping this blade, we’re slicing it. And then you’ll get all the information you need.

And, but with a harm drip relationship between customer and supplier, it doesn’t I don’t feel the need to make such an adversarial relationship over that.

Joel Saxum: The Wind Farm of the week this week is inspired by our A-C-P-O-M-S trip last week to Nashville. And it is one of the only wind farms within the state of Tennessee.

It’s called the Buffalo Mountain Wind Farm. It’s an old one. It’s been around for a long time. Started in October of 2000, so it’s in Anderson County, Tennessee, and it was the home of the first commercial wind generation facility in the southeastern United States. It’s owned by the Tennessee Valley Authority TVA, which is also the nation’s largest public power company, which I did not know.

They started by building three turbines up on top of a, former strip coal mine. So these were 660 kilowatt turbines. And they powered about a four, 400 homes. But then they expanded the wind farm in 2004 after it was successful to have 15 turbines. As of April, 2003, they’ve had 15 turbines and they’re producing about 9,500 megawatt hours of electricity per year.

The cool thing about this, like I was saying though, is this, is, this wind farm is located at the top. Of an abandoned or backfilled reclaimed coal mine. So the Coal Creek Mining Company was a part of this thing and it was a part of TVA’s Green Switch program. So this is using a, an formerly operated strip mine in Tennessee to produce renewable green energy with a 29 megawatt wind farm.

And energy works with TVA to run it. So the Buffalo Mountain Wind Farm. In Tennessee, you are the Wind Farm of the week.

Allen Hall: That’s gonna do it for this week’s Uptime Wind Energy podcast. Thanks for listening. Please give us a five star rating on your podcast platform and subscribe in the show notes below to Uptime, tech News or weekly substack newsletter and subscribe to engineering with Rosie because she’s going to hit 100,000 subscribers sometime over the next week or two.

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

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What Operators Want to Hear at WOMA 2027

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What Operators Want to Hear at WOMA 2027

Two days of operator meetings in Melbourne shape the WOMA 2027 agenda, from performance upgrades and cable faults to foundations and bolts.

The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Matthew Stead and Rosemary Barnes. And Rosemary, where are we?

Rosemary Barnes: We’re in Melbourne, and we have been visiting future attendees and sponsors and people interested in, in the event to see what topics that we should be talking about.

What are the hot topics of the moment?

Allen Hall: Which is a very interesting two days, Matthew, in that, uh, we h- did meet with a number of operators based in Australia, but, uh, they’re also very worldly. They have talked to companies all over about operations and, and maintenance, and there are some really eye-opening topics- Mm

that will be- Mm … at WOMA 2027 this year.

Matthew Stead: Yeah. The thing that was interesting for me was [00:01:00]that actually the topics have changed each year. So, um, they’re evolving and the industry’s continuing to, to do better, and so that, that was really interesting. Performance upgrades was probably one of the big areas of, of new interest, I think.

I think we heard with the pressure on pricing, uh, the market and so forth, you know, that, that 1% or 2% now is becoming more important. Um, so I think, uh, upgrades will definitely feature quite a lot. Um, balance of plant was also a big topic. Um, you just can’t ig- ignore the, um, transmission, you can’t ignore the transformers, you can’t ignore, uh, condensers and all these sorts of things, so yeah.

Rosemary Barnes: Cables.

Matthew Stead: Cables.

Rosemary Barnes: Terminations. Terminations of cables. Specifically raised several times.

Allen Hall: Yep. Yeah. It’s all about being more efficient, uh, getting more production, and then with the PPA prices, uh, that are changing-

Matthew Stead: Mm …

Allen Hall: rapidly, uh, everybody is paying more attention to the bottom line.

Matthew Stead: Mm, mm.

Allen Hall: Absolutely. There, there’s less cash running around, uh, chasing new development.

It’s [00:02:00] more of a focus on making sure your, at least your existing assets are performing as, as well as they can be- Mm … which then opens up the, uh, Pandora’s box of opportunity. Mm. Because there are 1%’s all around a wind turbine. More specifically, uh, all the drive train issues, the blade issues, the generator issues, and even going into the substation.

Mm. I, I was really shocked on BOP e- the, the one topic that came up, uh, yesterday and today was buried cables. Mm. Like-

Matthew Stead: Faults …

Allen Hall: faults.

Rosemary Barnes: Yeah. Junctions. Finding- Yeah … finding faults and what to do about them. Yeah. Yeah. But I think in addition to just wanting more revenue, I think people have, are getting more sophisticated about what actually matters and then the finances.

You know, everyone’s focused so much on availability, and now people- Mm … are like, okay, yeah, like once you’re at a certain level of availability, gets harder and harder to get more. And actually, you know, not all availability is equal. Is good. It, it [00:03:00] depends. Yeah. Yeah, like you wanna, um, you wanna focus on how much you’re generating at the times when electricity prices are high specifically, which usually means during lower wind speed periods.

Yeah. Which is actually good because that matches really well with what is actually possible. It’s, it’s hard to get more power out of the turbine if it’s at, you know, its rated power, then you’re not g- More efficiency is not gonna get you any more, um, power output, whereas lower in the power curve- Mm … um, when wind speeds are lower, there’s less electricity in the grid and so prices are higher.

And so- Mm … yeah, I mean, that’s, that’s why people are really asking to know more about what efficiency upgrades are possible, better ways to operate, scheduled maintenance, um, all those sorts of things. Mm. So that will be really interesting.

Matthew Stead: Raising the bar on sophistication. Um, but also life extension

Allen Hall: Yes, a lot of discussion about life extension

Rosemary Barnes: Yeah, end of life and life extension End of life Yeah, um-

Matthew Stead: Foundations, structures Which is

Allen Hall: tied to PPA.

Mm. A lot of that [00:04:00] discussion I, at least I looked at it as, uh, if I had a PPA and I can continue with that PPA with an existing turbine, I want to do that. Mm,

Matthew Stead: mm,

Allen Hall: mm. But how do I do that and how do I know that that existing turbine can last another five years? It seemed to go in five-year blocks, like can we get to another five years and then another and then, then another.

Wow.

Rosemary Barnes: Yeah. Once you get to 20, 20, 25 years, I think people like, uh, they, you know- It’s getting a little- Their original agreement might have been for 20, then they kind of just assume that there will be another five, and then after that they’re- Yeah … kind of reassessing cyclically and yeah, I know that people make plans for, you know, what components are replaceable, what would they have to get in, and I think that sometimes, uh, people doing those plans aren’t as familiar with the, you know, actual technical issues that are being faced.

Like, is a blade a replaceable component? It may be early on in the life it sort of is, not easily, but you know, like a 25-year-old wind turbine, you know, good luck trying to order 10 new blades because you’ve got a, you know, an issue that’s-

Allen Hall: Oh, well you, you need to read the news. Did you [00:05:00] see the news today about, uh, the, the wooden wind turbine blades as a replacement for aged blades?

That, that’s happening- … in real time, Rosa.

Rosemary Barnes: Okay. I know they- Yeah. Yep, yep. Okay. Okay. So that, that’s, that’s good. Making carbon new blade. E- even so, I don’t think that they’re- Okay. … gonna be, like, super-duper cheap, so you’re still gonna wanna be, um, doing a trade-off between y- you know, like, what kind of repairs.

You might be able to change the way you’re operating to reduce loads. Um, you might be able to monitor to make sure that your blades are safe. You know, if you know that there’s an issue, um, you just wanna get some advanced warning before blades start falling off your, your tower. Mm. You know, and then you can push it further.

Yeah. Whereas if you’ve got no information, then you have to be conservative and shut it down. Yeah. So yeah, I think there’s a whole lot that can be g- can be done there in that area.

Matthew Stead: There was a point that came up today, which I think was close to your heart, on, you know, if you’re going to be going for 1% or 2% or 0.5% AEP improvement, how do you actually measure that and how do you set up a proper experiment?

So-

Rosemary Barnes: Yeah …

Matthew Stead: I, I, I love that topic. [00:06:00]

Rosemary Barnes: Yeah. No, it’s one that I, um, yeah, I deal with m- my clients I, I’m often… It’s one of the things that Pablo really loves to do, is to organize trials of that nature of new technologies and see if they work. But, um, yeah, asset managers are usually very, uh, focused on fast results.

You know, they’ve got a, a big problem and they want a solution now, so they wanna just roll out the new technology over an entire wind farm. But if you do that, then it’s almost impossible. Unless you get, like, a huge benefit, like, uh, 10% gains or, you know, like reduce your failures by 50% or more, it’s really hard to actually- Mm

pick that out if you just replace everything. Mm. Whereas if you do a really, really good, um, trial plan- Systematic. Yeah … and you match pairs very well so that you have, you know, a control for each turbine and there’s- so many variables in a wind farm. It’s not, it’s not as easy as just, like, randomly choosing 50% to do and not do.

Mm. Mm. Mm. Like, you have to, you know, put some work into the trial design, and then, you know, like, do your statistical calculations ahead of time to know how long it’s gonna take you to get s- statistical [00:07:00]significance. So then you don’t just have a gut feeling about- Yep … how something went. You’ve actually got numbers, and then you can take those numbers to, you know, other wind farms that you’ve got- Yeah

and, and know what’s going on much better.

Matthew Stead: Worst study is an inconclusive study.

Rosemary Barnes: Yeah. Yeah, that’s true. Definitely.

Allen Hall: Well, that comes back to the data analysis- Mm … which a lot of operators mentioned, and how much data there is and what to do with it, and it did seem like a couple of operators have chosen some AI tools, varying degrees, all the way down from Microsoft Copilot to something much more complicated.

Uh, but I think there’s, uh, getting that d- to the last 1, 2, 3%, you’re going to need those tools- Absolutely … because what do you choose? Do you choose a blade? Do you choose a gearbox? Do you choose a generator? Do you go to the substation to get that percentage point or two Without having some really powerful tools- Mm.

you may be wasting your time [00:08:00] and money.

Matthew Stead: Mm.

Allen Hall: Which is a, a, a very interesting, uh, aspect to wind energy because it’s such an industrial business that, uh, we haven’t used heavy computational tools, uh, un- until really now.

Matthew Stead: Mm.

Allen Hall: And maybe Australia’s at the forefront because of the PPA and negative pricing is that that will, uh, actually lead an industry.

Because I haven’t seen a lot of that being used globally. Mm. So this is the first time an operator- Mm … that I’ve talked to has said, “We’re using it.”

Matthew Stead: Yeah. It’s quite a different discussion, um, I think, you know, this year compared to previous years in that I think in the past it was getting to know what’s possible, but now it’s like real case studies are coming through.

And a few of the people had some really good examples that we can talk about at the conference as to how they’ve actually been helped and how they did this and what the outcome was. I think, yeah, that would be really great content on that.

Rosemary Barnes: Yeah. I think it’s gonna be a good mix of people who have used third party tools and have experience with it, people that are doing it in-house and can share- Mm

some of the kinds of results- Mm … that, that you can get just from analyzing your own- Mm … [00:09:00] SCADA data. Um, people talking about how they get the data that they want. Mm. ‘Cause it’s not always so easy. You would think that, you know, you own a wind turbine, you have a right to have all of the data that comes through it, but it’s not.

Um, even if you do technically have a right, it’s, uh, it, it’s harder to actually get it than you might think. Mm. So yeah, sharing all, all those kinds of things. But I think also, like just as important as talking about the successes is talking about the, the gaps that– people still feel lots of gaps. Like, okay, we’ve got all the data, we’re collecting it.

We know that there’s so much potential here- Mm … but we don’t really- Mm … know what we can do, or it’s hard for us to, you know- Mm … make headway in this particular pain point. And that is really useful for companies that are developing tools to know what are the, the problems. Mm. Because then they can e- you know, they’re well placed to fix them.

Allen Hall: Mm. Which leads to the discussion we had with the operators and, uh, some of the suppliers for WOMA 2027. There’s a lot of interest. And as we’re sitting in the conference rooms, I’m thinking, we may not have enough room to [00:10:00] seat everybody. Uh, the WOMA 2027 website is up and running, and you can register now.

So just go to woma2027.com and get started there. At the same point, we’ve had a lot of contact with, uh, pretty much everybody that wants to sponsor the event, and there’s only a limited number of ways to sponsor. So if you’re interested in doing that, you, you need to go to woma2027.com and look at those, uh, part- particular packages and see what- Mm

fits your, your business. Uh- Going back to some of the, the comments we were just discussing downstairs about what we heard at 2026, like, which is only a couple of months ago, right? It’s back in February this year. Uh, there’s, they’re still discussing what happened at WOMA 2026- Mm. Which was very fascinating- Mm

because I think Rosemary, you and I have been to conferences that I have not thought an iota … about what happened at those conferences. Just nothing interesting does occur. There’s no new, new information, there’s [00:11:00] no new science, there’s no new operator approaches.

Rosemary Barnes: Mm.

Allen Hall: But we’re gonna see a number of those- Yeah.

Mm … come next March.

Rosemary Barnes: Yeah. Well, I think it’s partly because I don’t know what other conference organizers do, but, you know, we’ve had a exhausting few days here. You’ve come all the way from America, obviously, and, and Claire as well, also come over, our producer. Um, so, y- you know, like, we’re working really hard to make sure that the topics…

Like, it’s not an accident that the topics are ones that people are talking about later, because we come here to make sure that we get the right topics. And it’s not just these meetings as well. People get in touch, and- Mm … anybody watching, listening, who has, you know, something that they wanna talk about, then definitely, you know, send us a message, and yeah, we’re working on the agenda.

We’ll, we’ll have a draft agenda in the next couple of weeks based on what we’ve learned here, but then we’ve got the hard job of it’s not just that you have a really interesting topic, you need to have a really great speaker- Yeah … or several really great speakers, usually covering several different aspects of the problem.

You know, maybe it’s, uh, yeah, an asset [00:12:00] owner, an OEM, and some, some technology provider, you know, all together giving different, um, yeah, perspectives. That’s, I think, what makes a really great session. Mm. So yeah, we need the ideas for the sessions, and we also need the ideas for great speakers.

Matthew Stead: Yeah.

Rosemary Barnes: Right.

Matthew Stead: Yeah. I think we’ve, we’ve already matched a few of those dots, so- Yeah … I, we’ve heard people asking for certain topics they wanna hear about, and then we’ve heard other operators saying, “Well, this is what we could talk about.” So I think we’ve already-

Rosemary Barnes: Yeah, yeah … got some great

Matthew Stead: progress.

Rosemary Barnes: It was, it was interesting ’cause we, we built up a list of, you know-

Matthew Stead: Yeah

Rosemary Barnes: frequently raised topics, and then you’d say it to the next person that you went to- Mm … and they’re like, “Oh, that’s not a problem for us because we’ve done X, Y, Z.” And you’re like, “Okay. Well, excellent. You can, you can present the solutions that we know that other people- Yeah. Yes … are, are looking for.” Yeah.

So it has been… Yeah. Yeah. I mean, it’s definitely worthwhile coming, as, as tiring as it is. Yeah. Um, definitely worthwhile, and we’ll get a much better agenda for the- Yeah … for the effort.

Matthew Stead: And I think, I mean, it has been tiring. Um, but what, what made it for me was one of the operators said that [00:13:00] this is the only conference they will go to So I think, I think we’re doing the right thing.

Rosemary Barnes: Yeah. Yeah. I, I think so. I understand too, like, you know, all of us, we kind of are forced to go to events because that’s where our, our clients and customers are, and so you need to see them. And yeah, like I’ve even gone to the extent of some events where I don’t particularly like the event, but I know everyone’s going.

Mm. I just go and sit near the event for a couple of days and meet people at a cafe. So yeah, like we can’t get away from it. But if you’re an asset manager or, um, yeah, somebody in that kind of type of work, like you’ve got better things to do than listen to sales pitches aggressively thrown at you that aren’t relevant- Yeah

to what you’re doing. So, um, yeah. Like I, I definitely love to hear that kind of feedback- Yeah … and wanna make sure that we get it every, every year. Like that’s- It’s, it’s

Matthew Stead: encouraging.

Rosemary Barnes: Yeah … yeah, that’s, that’s the point of the conference, so.

Matthew Stead: Yeah.

Rosemary Barnes: Yeah.

Matthew Stead: The other big topic was we would really love more OEM involvement.

Um-

Rosemary Barnes: Yeah. Everybody wants more- … a lot of the operators- … OEM involvement- Yeah … all of the asset owners.

Matthew Stead: Yeah.

Rosemary Barnes: Like we want to [00:14:00] hear from OEMs more, have them there. Um, so yeah, we’re, we’ll be trying to To get those sorted

Allen Hall: Well, WOMA is a global conference, although it’s Australia-based and there’s a, a number of Australian operators.

There are Danish, Americans, uh, plenty of Europeans. Uh, we’re gonna see some from Southeast Asia, I think, this year. Mm-hmm. And, and Japan hopefully will come. Uh, because it’s a, it’s a global conference, there’s global knowledge- Mm … and wind is such a big industry. You may not have the solution in the United States, it may be sitting in Australia, and we need to exchange those ideas.

Mm. And that, that’s the point. So w- we are continuing to look for those world experts as we have received all the inputs of these are all the topics we wanna go hear about. Great. Now it’s on us three to go find some of those world experts and, and try to get them to Melbourne. Yeah. And I, I think that’s a great opportunity.

So if we do call you and ask you to participate in WOMA [00:15:00] 2027, please take it seriously because- Mm … you will be bombarded with great questions- Mm … and contacts and information. Uh, it’s an event you won’t wanna miss. Yeah. And- But I would- … there’s opportunity there.

Rosemary Barnes: Yeah. I’d say we’re, we’re prioritizing OEMs, um, to, to get more participation, ideally to speak, but at least to be there.

And we have heard from multiple asset owners in Australia that they want, they, they want to know what are some of the upgrades that they can do- Yeah … that you’re offering. They wanna know what’s coming next in terms of technology. They wanna know what are some of the non-Western options. So, you know, like it would be great to get some Chinese wind turbine, um, manufacturers as well.

Like, they want all this information. They don’t want a slick sales brochure pitch that doesn’t give them any technical information. So we’re hopeful that we’ll be able to get, you know, some technical people to speak on, yeah, what are the upgrades you offer and how does it work- Mm-hmm … and show us a case study that demonstrates the improvements.

Um, ’cause that [00:16:00] sometimes is really hard to get out of- Mm … out of OEMs. You know, that, “We’ve got this thing, it’s so amazing, you should get it.” Okay, well, what’s the business case for it? “Oh, well, we don’t have any numbers. Just trust us.”

Matthew Stead: Yeah.

Rosemary Barnes: Um, it’s so common to get a pitch like that. So yeah, any, any OEM that has any- anything like that, either for the next generation of wind turbines or for upgrading the current fleet, yeah, if you’re willing to bring the data, then people, they are desperate to hear this information.

Allen Hall: Mm.

Matthew Stead: Yeah. That came up so many times.

Rosemary Barnes: Mm.

Allen Hall: So what were the other, uh, topics that we’re… I’m just not thinking off the top of my head. I know foundations came up quite a bit- Foundations, yeah … which was an odd one, I think, because we haven’t seen that a lot in Australia. Yeah. But this year, foundations, foundations, foundations.

Basically, the health of foundations. Yeah.

Matthew Stead: Yeah. I think really there was a lifting of the maturity. Um, I think the topics were sort of showing that, you know, Maslow’s hierarchy and moving into the more of optimization rather than making do, and I think life extension around the foundations was a, a really good example of that.

Allen Hall: And bolts.

Matthew Stead: Bolts? Yeah, bolts.

Allen Hall: [00:17:00] Everybody said bolts. Bolts.

Matthew Stead: Bolts.

Allen Hall: You think the world’s simplest device, we’ve been making bolts for nearly 1,000 years or at least a couple hundred. But it does- And, you know- … come up quite often … cable, cable

Matthew Stead: terminations, again, some really

Rosemary Barnes: basic- Yeah, that, really specific ones that were raised multiple times.

Yeah. Um, yeah, which, which is great- Yeah … ’cause it gives us a good direction to go. But I do love how it changes so much every year- Yeah … ’cause it makes me feel like, okay, yeah, like we’re actually, you know, it’s worthwhile, um, putting on another event. Mm. Um, not just recording one event and then just, you know, like replaying that every year or something.

Re-educating.

Allen Hall: Yeah. Well, I, I think there’s a learning exercise that has happened over the past two years where people now are knowledgeable about those things we talked about- Mm … two years ago. Uh, was it, was it even two years ago? It was a year and a half ago when we first started this, so we’re, we’re not that deep into it.

Although our third conference will be next March, uh, you just see more energy, more industry knowledge in some of the references that I heard, uh, in terms of other companies and the approaches they’re taking clearly came from WOMA.

Matthew Stead: Yeah.

Rosemary Barnes: Mm.

Matthew Stead: Yeah,

Allen Hall: yeah. Which is, which is [00:18:00] fascinating. Yeah. That’s

Rosemary Barnes: good. I mean, we want- It, it is

Allen Hall: sticking

Rosemary Barnes: we want tech conferences to get better, right? That was the- No … the reason why we, uh, we started this conference was ’cause we didn’t think that it was sufficient, what we had available. So, you know, it’s not a bad thing if other conferences, um, get better. Yeah. Yeah. We should also mention that blades were, were raised a fair bit.

We talked so much about blades in the previous years, and we will be talking about blades a lot again, including we’ve got a master class on the Friday. Uh, it’s… Yeah, we’ll go back to some of the basics about how the composite materials work and how a blade is designed and certified and manufactured, and, um- Lightning.

Y- yeah, yeah, a little, a little bit about lightning. Um, I don’t wanna cover it too much because we did the master class on lightning- Right … last year. Mm. Um, yeah. And yeah, some of the common damage methods anyway. And of course- Mm … yeah, lightning is probably the most- … common, or I guess leading edge erosion is the most, and then lightning would be the most expensive.

Um, yeah, so we’ll be, we’ll be covering all that and just try and raise the knowledge level a little bit, um, for [00:19:00] everybody to… It’s a very complicated kind of, uh, yeah, component.

Matthew Stead: Yeah.

Rosemary Barnes: Yeah.

Matthew Stead: And workshops. So each year we’ve run sort of workshops or roundtables or whatever, so we’re still thinking about the format for them, but, um, thinking about how we’ll reintroduce them again this year.

You know, specific topics, specific questions, specific answers.

Rosemary Barnes: Mm.

Allen Hall: And the three of us will be in Hamburg in a couple of weeks at Wind Energy Hamburg, so if you see us and you’re interested in coming to Australia, that’s the place to grab us and- Yep … and shake us and say, “I wanna go to Australia. How do I do it?”

Rosemary Barnes: Mm.

Allen Hall: Uh, yeah. Yeah.

Rosemary Barnes: Especially if you’ve got a, a t- technology that addresses some of those specific issues that we’ve mentioned- Mm … then, um, yeah, just know ahead of time that Australia needs, needs more information and more, um, solutions available to them. So, yeah. And

Matthew Stead: that reminds me, we had a really discussion a- around safety and, you know, reasonable and [00:20:00] practicable, and discussion around all the lessons learned about how…

or what is best practice on a site, what is best practice about how to manage risks and-

Rosemary Barnes: Mm.

Matthew Stead: Yeah. Yeah. I know you, you, you enjoyed that one.

Rosemary Barnes: Yeah, yeah, definitely. And we’re not talking about, like, safety the- Ear muffs or hats. The, um, rou- Yeah, the routine safety that if you- The goggles, yeah … yeah, trip over and graze your knee, then you need to let the site supervisor know.

You, you know, it’s not that stuff, ’cause sites have that under control. That’s a given, yeah. Or at least the ability to get that under control. We’re talking about the bigger- Yeah … bigger things, you know. Like, uh, is there a issue that is causing blades to fall off turbines every now and then? Is there an issue that, uh, can lead to, you know, a fire?

I, I think everyone, like- Yeah … a big fear of everybody’s. There’s never been, um, in Australia at least, there’s never been a wind turbine fire that has caused a bush fire, but it is a possibility, and it would be so bad for the industry. So, you know, it’s those things- Mm … that could be just terrible, preventing those before they happen.

Mm. So that’s the kind of safety that we’re gonna mainly focus on. Mm. Although, you know, we’re not gonna [00:21:00] turn down questions on, um, some of the smaller stuff as well.

Matthew Stead: Yeah.

Rosemary Barnes: Mm.

Matthew Stead: And we even thought about getting some lawyers-

Rosemary Barnes: Yeah …

Matthew Stead: you missed out on this discussion, Rosie. Okay.

Rosemary Barnes: Yeah.

Matthew Stead: So

Rosemary Barnes: Yeah. Lawyers, this is news to me.

Well, I mean, are we talking contracts or, um-

Matthew Stead: No, no … no … it’s really operations. I mean- Right … the environmental, um, issues- Oh yeah … the operational issues. Mm. You know, there’s, there’s a few things in there that the lawyers can add.

Rosemary Barnes: Yeah. I mean- … I’ve, I constantly find myself having to interpret, you know, legal, um, legal text and also anticipate, you know, it’s one thing about what’s the right engineering, but then there is also the legal interpretation of it- Yeah

uh, as well, you know, in terms of contract law, but then also in, in terms of safety. Yeah. Um, yeah. Was this certification done correctly? You know- Yeah … that’s got some legal aspect to it. So yeah, that- Yeah … makes sense to me. Insurance is another one where I would say- Yeah, actually that came up … you know, like some, some people might think that that doesn’t sound interesting, but yeah, in- insurance is the other-

Matthew Stead: Mm

Rosemary Barnes: aspect that you [00:22:00] just can’t, um, you can’t get away from it. Like, you can’t just think that you’re, you’re doing your engineering without bothering about Mm … yeah, like finance and law and, um, and insurance. Those are things that- Mm … you spend a lot of time thinking about.

Matthew Stead: Yeah. Mm. And I guess we would also love to hear, you know, about potential speakers, but we’d also love to hear any other topics that people are attending and want to know about as well.

Rosemary Barnes: Mm-hmm.

Allen Hall: Absolutely. And if you haven’t registered for WOMA 2027, which will be March 3rd through 5th at the Pullman in East Melbourne, right? East Melbourne, yeah. They just redefined it. It’s Pullman in East Melbourne. Uh, go ahead and go to woma2027.com and register now. Uh, Matthew and Rosemary, it’s great to see you in person again, and we’ll see you in a couple of weeks, uh, hopefully in, in Germany.

Rosemary Barnes: Mm.

Allen Hall: Very [00:23:00] exciting.

What Operators Want to Hear at WOMA 2027

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Forcing Our Teachers to Toe the Line on Communism

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The substance of the meme here is correct; Florida public schools require comprehensive K-12 instruction on the history and dangers of communism, following a series of legislative moves and curriculum standards. The updated “History of Communism” curriculum is rolling out for the 2026–2027 school year, mandating that students learn about the “brutal realities” and (the catastrophic) global impact of communist regimes.

When I was a schoolboy in the 1960s and early 1970s, we came to learn that all efforts to establish a viable communist nation had failed, but our teachers were not shackled as to what they could teach and how they could teach it.  As a result, we came to a variety of helpful viewpoints, and these are what I offered my own kids as they were growing up, e.g.,

  • “Men are not angels,” as my sixth-grade social studies teacher explained.  Those who do not need to work in order to survive can simply goof off.
  • Yet idleness is averse to most people’s psychological needs to be an active and productive person, and member of society.
  • Power corrupts, and absolutely power corrupts absolutely.  Democracy prevents the accumulation of a pathological amount of power on the part of any one leader.  (This was assumed to be true until Donald Trump’s second term.)
  • If Lenin (a butcher) hadn’t had Trotsky (a compassionate intellectual) assassinated, the entirety of the USSR would have turned out completely differently.
  • If the U.S. hadn’t, through its embargoes, made it impossible for Cuba to offer its people a decent quality of life, their revolution may have succeeded and brought forth a new way of thinking.
  • There are examples of smaller scale societies in which the ideals of communism work out very nicely, e.g., the Israeli kibbutz.
  • We read and discussed at length a book called “Social Ideals and Ideal Societies” in which these concepts were analyzed fairly and in great depth.

Now, will the typical American schoolchild turn out better if he’s cut off from thinking critically about all this and forced to accept the mantra that “communism = evil?” The typical Florida Republican would say the answer is an obvious yes, but most intelligent people would dispute that.

Producing educated people who can think for themselves is an idea quite opposed to the ongoing control of a population.

Forcing Our Teachers to Toe the Line on Communism

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Trump Supporters Stupid?

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To the author of the meme here, I say: It’s safe to say that most folks in Trump’s MAGA base are stupid, though one needs more than a low IQ to fit into this segment.

In particular, we mustn’t omit mean-spiritedness.  People who are kind, compassionate, decent and tolerant of others are grossly unqualified to be rank-and-file Trumpers.

Trump Supporters Stupid?

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