Connect with us

Published

on

Weather Guard Lightning Tech

FibreGlast and Bergolin: Pioneering UV Resin Systems for Blade Repair

Allen and Joel speak to Michelle Bonnett from FibreGlast and Marvin Hirdler from Bergolin about their new UV-cured resin systems for repairing wind turbine blades. These UV resins allow for faster repairs in cold weather conditions when standard epoxy resins cannot cure properly. They’re a game-changer for extending the wind turbine blade repair season and increasing technician productivity. Visit FibreGlast and Bergolin!

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

Pardalote Consulting – https://www.pardaloteconsulting.com
Weather Guard Lightning Tech – www.weatherguardwind.com
Intelstor – https://www.intelstor.com

Allen Hall: Welcome to the special edition of the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with my co host, Joel Saxum. We’re still in San Diego at ACP OM& S, and we have run into a bunch of new technology while we’ve been at the show, and one of them is UV cured resin systems, because when it’s cold outside, You really can’t use standard epoxies and it’s cold in most of America and the world right now.

Yeah. So all repair businesses essentially shut down until it gets to about 50 degrees Fahrenheit which could be a while, particularly in the Northern latitudes. So we run into Marvin Hirdler with Bergolin and Bergolin has a new product in the UV space and also Michelle Bonnett with FibreGlast.

And I have worked with, I’ve purchased some FibreGlast material, UV care material. And it’s really awesome, actually for some projects that we were working on. This, I really want to just touch on the UV space because there hasn’t been a lot of UV resin applications in wind. We had touched From aerospace background.

We have used it there but in the wind world, we haven’t, which is crazy because we our season is so short, the repair season’s crazy. Sure. And you’re up tower and yeah, tower and access is tough. It’s really hard. But these new UV resin systems are magical. It’s crazy good. And as, as a, as someone who’s tried it, it’s amazing.

It’s amazing, and I’m surprised we haven’t done this years earlier, but it’s, it’s finally coming to market. I want to talk about this, the one I use first, which is the FibreGlast repair patch. So Michelle, maybe you can introduce yourself a little bit, but you guys, FibreGlast is based in Ohio, right?

So you’re a U. S. based company, and FibreGlast does all kinds of things, fiber related, resin related, you’re like a resource.

Michelle Bonnett: Yes. Correct. Where we’ve been in business for about 65 years where our website is fibreglast.com. We sell to a guy in his garage doing a small repair to a lot of large companies in the aerospace automotive.

And of course wind. We Work predominantly with small quantities. We ship them very fast. If you order before two 30 Eastern time, they ship same day. So it is imperative in the wind industry to get those products out quick. We teamed up with a company called SunRes that has been an industry leader in UV for about correct me if I’m wrong, but around 30 years.

And recently got GE approved UV prepreg. So it’s a 300 by 700 millimeter patch. It comes in UD1000, Biax 806, and the Combi 900. It is a vinyl ester resin. That is cured UV. You can typically lay up about 10 layers. Very easy patches that you can build very quickly, get it up to the blade and apply.

Joel Saxum: One of the things I want to touch on that you said there, and this is super important for the space, right? Anybody that’s an ISP, blade repair, that’s listing, or an asset owner, is that it is GE approved. Yes. Because I know we were at Blades USA, and we were all talking through some of these new UV cured systems, and that was some of the ISP saying this is great.

We can take A project that normally would take us six hours to let some cure and do some layering. Now it takes us ten minutes. That’s a game changer for everybody, right? And in different weather conditions, which is even better. But, is it approved? Can we use it on specific blades? Will the OEM still, honor warranties or things like this?

That was one of some of the big questions. And to say that product is GE says, yes, good to go. That’s huge. That’s not just social proof. That’s technical proof. We can use these products in the field and trust them.

Michelle Bonnett: Correct. And we do carry a non hazardous. It’s an accolade, a modified accolade epoxy.

In these 12 by 12 patches, chopstrap mat and the combi 900 as well. Those are currently with G. E. And testing to get that non hazardous approved. Yeah, FibreGlast is really good. We’re all hazard trained. ship dangerous goods, we overnight stuff when needed. And so these hazardous patches can be shipped for an expense.

The non hazardous is a game changer because it takes that money away and lets us ship overnight without any additional costs. It is with currently with GE, they are testing to make sure, but you really won’t see any type of difference in strength properties all of that. So it should be.

As quick as GE can get approved fairly quickly. So that’s one of the things that we’re working on, but we do carry the 12 by 12 patches as well as those approved hazardous 300 millimeter by 700 millimeter patch.

Allen Hall: And that, that, that patch you buy, since I purchased this thing, it comes in a sort of four line pouch that it’s all ready to go.

You open the pouch, you slide the patch out, you apply it to the Turbine blade, roll it in, kick it off if you need to. It has a plastic, a clear plastic coating on it, so it hardens on the surface. That’s one of the things that everybody, I think, needs to know, right? Is that you, there is a plastic coating over top of the material, so that it doesn’t oxidize and remain sticky.

It’ll cure out all the way perfectly, which is really simple to use. I, even, electrical engineer me, was able to do it. But it is one of those things it’s a little bit different than maybe a standard epoxy. But It’s really simple. If I had to do a quick repair out somewhere in January or February on a wind turbine, that’s what I’m using, because I can do it.

Michelle Bonnett: And that the hazardous material comes with and everything’s color coded. So you have a black plastic lining that you would initially take off to put on the blade followed by a P. E. T. Clear that remains on there because it is a vinyl Lester. So it does need that airless skin, airless finish.

And then it has an orange an orange material that is UV blocking. So what that allows you to do is apply however long it takes you to apply. Then you remove that orange film and bam, that’s when the sun hits. Now, we really recommend the L. E. D. U. V. Lamps. Even out in the field where the sun is present when you’ve got sun out and that what that does is it just, it cures a little quicker.

So we’re talking instead of five to 10 minutes, you’re talking three to five minutes. But it also gives you that consistency. You can make sure that it’s cure. Sometimes if the sun doesn’t quite hit or you get a cloud or something like that might happen, you might not get consistent UV. And so that lamp is important.

Joel Saxum: So let me ask you about that lamp. Now I’m just like from an operational perspective, right? If people are on ropes or in a, in a basket or something, that’s a different story. But what are this, what size is this? What are those? Are they? No, the lamp itself. Oh, the lamp itself, I don’t know why they got to work with that tower.

It’s about 10 by, I think 10 by 12, it’s, it is fairly small.

Michelle Bonnett: You hold it about 13 feet from from the The cure itself. Thirteen feet? Oh, sorry, thirteen inches. Oh, I was like, how are you going to do that? Thirteen feet! You’ve got some really long arms. What I love about it is it has very different mounting capabilities.

So you can either strap it to hold it does have some handles that you can use. Okay. There’s just different ways and different methods that you can use to strap it onto something or secure it to someplace.

Joel Saxum: So if you’re on ropes, it’s not too bad to just take it with you.

Michelle Bonnett: Correct. Yeah, it would hang off of a, a belt.

It’s really lightweight.

Allen Hall: Okay, perfect. So the magic to this is that the UV light is triggering a chemical reaction. It’s breaking some bonds or triggering some bonds so that it starts to, the material warms up itself, it self heats and self cures, so it’s like having a heat gun without having a heat gun.

Using a lamp to trigger the heat in material, and boom, it cures out. It’s magical. Yeah, let’s find a watch and play with.

Joel Saxum: Yeah, and that’s the game changing is right something like we said earlier That would be six to eight hours between layers between top coat and all these different things now Ten minutes because it’s cured hard.

Michelle Bonnett: The best part about it is humidity levels Temperature none of that is important It just takes that out completely.

We had done some testing when we first started carrying this material and we were in 30 degrees, just sat it out on a picnic table, five minutes, it was cured, completely cured. 30 Fahrenheit, right? Yeah, 30 Fahrenheit.

Allen Hall: So in the, let’s, I want to touch on this just for a brief moment. When we say hazardous and non hazardous, what we’re saying is polyester hazardous.

It’s the odor of the thing. It has a certain odor to it. If you’ve been around polyester and the standard. Non hazardous, which is epoxy, has really no smell to it. No smell to it at all.

Michelle Bonnett: Yeah, a lot of the demos that we’ve been doing at some of the different shows are very much inside a hotel and you just can’t have, yeah, you just can’t have that vinylester, polyester, the styrene smell that everybody’s aware of.

Joel Saxum: Right from the booth every once in a while, we’re there and we go, oh, wow, what is that? They cured it and they’re hitting it with a hammer. Yeah, whacking it with a hammer.

Allen Hall: Yeah, it’s amazing material. And I want to start talking about the burgundy material because this is something new too. Yeah. And Bergolin is based out of what country?

Marvin Hirdler: Germany. Based in Germany. We’re working in WIND over 20 years already. Yes. We are from the coding side. We started with J codes, fillers, top codes, LEP systems. Yep. In the manufacturing side, for sure. And then, I would say three to five years ago, we started also going into blade repair business.

Yeah. Because, yeah, the OEMs are asking for it. We need a different solution. Same application or different application methods has to be faster, easier to apply, robust access, platform, whatever you have. So this was the reason we started going into the blade repair. And last year or one and a half years ago, we started thinking about UV materials.

So we started manufacturing not only, but also developing a UV filler first. So this was the first material we launched into the market not only for blade repair, but also for other composite repairs.

Allen Hall: Okay, so avoid leading edge damage or something to fill in the little bumps and the bruises.

Okay.

Marvin Hirdler: And yeah, especially the good thing with the UV material is always you have a single part material. You don’t have to mix anymore. You don’t have to. True. Yeah. The chrome wife goes away and all the mixing goes away.

Allen Hall: The mixing nozzles and all the craziness involved with that. Yeah.

You’ve seen errors. You just gotta keep it. There’s so many errors with the mixing nozzle. Just keep it dark. Make sure the sun doesn’t get in there. But it’s not that sensitive to light. The Birkeland material is very narrow frequency, light frequency, to make it trigger.

Marvin Hirdler: Exactly. So we have found a way to integrate a UV blocker inside the material.

So if you apply this material, the filler and the resin too, it’s the same chemistry in the sun directly, it will not cure without the curing lamp. So you can do it in the sun. Depending on the UV index, you will have an amount of time. So with a filler, for example, when we have a very high UV index, we tested it here in Texas last year.

UV index 9, 100 degrees Fahrenheit. And you still have three minutes to apply the filler, probably in the sun. Wow. Okay, and then you put the uv lamp on top and then it starts curing.

Allen Hall: Okay, so in the other piece to the burglar material, which is called i’m going to get this right Burgle lead.

Yeah for led Bergl is it BergoLED? Yeah, it’s BergoLED. Yeah, you can BergoLED Okay. All right. So it’s a speed resin I think is how we would say in america speed resin. That’s what’s going to stick is it’s it has a color to it So we apply the resin so you have dry fabric from FibreGlast and you’re applying the resin to It’s red or a pinkish color.

Yeah. Yeah, so the UV light when you kick it off turns it clear So exactly what are you doing? I think this is the problem that everybody’s worried about when I do 5, 8, 10 layers of repair. How do I know I got the UV down to that last layer? With the tinting part of it, that eliminates that as a question.

Yeah. It just changes colors.

Marvin Hirdler: Especially when we’re doing it in blade repair, we were not aware how easy it would be to test if all the layers cured through. It’s easy testing with epoxy, you go ahead, the curve of the temperature and everything. You don’t have that with the UV material.

It’s not getting hot or whatever. So we found a way. This is yeah, an initiator from a different industry and we use it normally for floor coatings. Because they doing the same thing with the UV stuff and it’s first blue or red and then they see if it’s cured or not It’s colorless afterwards.

Okay, so we use the same thing this is cool.

Joel Saxum: Okay, it’s So they make this product for like at Home Depot. You can buy it not the same product no, same concept. It’s a like putty You’d fill nail holes within the wall, right? And when you put it on it’s pink and when it dries better It drives white.

Oh. It’s just, it’s, but it’s genius. I always buy it when I need it because I want to know when the job is done. Exactly. And then you see all these little pink dots all over the place and in 10 minutes they all turn white and you’re like, all right, we’re good here. We can paint over it. Oh, okay. It’s slick.

Slick as hell.

Marvin Hirdler: Yeah, just make it easier, especially for the text to see directly in visual if it’s cured or not. So this is something we figure out. It’s the same with the putty or the putty too. So we have also the same idea. First red, then colorless after curing. So just make sure you can do a repair, the whole repair with just visual looking, okay, it’s cured or not.

Joel Saxum: I think that there’s something important here to touch on. So cost of poor quality, COPQ as it’s called in business, is a huge thing in the wind industry because The engineers are not on the blades and they’re the ones that have to look at the repairs to make sure they’re well done. Your blade text, that’s the front line.

That’s the people you have to trust. But what happens of course in the world as people who listen, know this, you’re in the field, you’re taking pictures, putting together repair reports, all this stuff, and then that gets sent to the back office or sent to the client. They have to approve it. And, or you may have to come back up.

Sometimes it’s live where they’re taking pictures right now and someone’s looking at them remotely to make sure the repair is done properly. And what you guys are doing is engineering a, now a product. Of that process, you’re dummy proofing it. Yeah. This is the idea, right? It was red, it’s clear now.

Yeah, you are good to go. There’s no approval needed. Is.

Allen Hall: Just think about it, all the porcelain. Yes, I know. The temperature outside, the humidity outside, and all of that. And then, obviously, bring water or something to cure out before they start playing the top coat to it.

Joel Saxum: Yeah, I mean, it’s the solution that you’re putting forth for solutions.

Is part of the solution for scaling the wind technician fleet of people?

Allen Hall: Yeah, we need to extend our window. The technicians are essentially sitting on the sidelines for six months out of a year. Yeah, that’s crazy. We need to put the guys back to work and to start fixing blades because, and especially at this conference where you walk through the halls here and start talking operators, everybody, cause it’s February, everybody’s got huge blade issues.

They got a lot of blades. Can they even get them all done this year? The season’s short. They’re trying to schedule people’s, not enough technicians. If you just double the amount of time you have to go and do some of these things makes life a lot easier.

Joel Saxum: And you’re cutting down on the time on Blade and on project.

Yeah, too. Yeah. That’s the big, speeding it up quite a bit. Yeah. Yeah. Because now a team of a rope access team with two people on it, and instead of, fixing one turbine per week, they can now maybe fix three. Sure. That’s huge. Yep. Yep. It’s the speed.

Marvin Hirdler: We talked about that. Especially when we talk about like the.

Countries North Canada or also the North US states. So they had the biggest issue especially in winter doing no repair at all And yeah, just certain so we’re talking about turbines who is just standing still not producing any energy so this is the reason we’re trying to get in contact most of the time Starting with operators owners because they have to pay for it Sure, and they have to pay or not getting paid for downtime So they’re trying to make it fast Even if it’s just in the beginning a temporary repair with the uv materials because they say okay We want to test that first Seeing the same repair in six, eight months later in the summer, everything is good.

But so they can start use the turbine again in operation. So they don’t have the downtime at all. And now they just have to wait until the temperature is high enough. Humidity is low enough, whatever they have limitations on.

Joel Saxum: Yeah. That’s something that you see quite often in the industry is Hey, we’ve got a damage.

We need to patch this thing just to get it through the winter. Because if you get ice, snow, water, anything in there, and then your core gets wet, then you end up running into real big problems. So now you have a solution where you can go into a temporary repair. It’s technically permanent, but yeah, but you could go up there and you can slap one of those panels on UV cure, move on to the next one before wet weather changes.

Allen Hall: It’s genius. Yeah, it really is. And I know when I first saw FibreGlast website, like, why haven’t I seen this before? And we just released it. So you had a good, you had a good reason for it because you just brought it out. But I was probably one of the early people to see it and try to try it. So it’s amazing.

And I if I’m an operator trying, want to try this material, cause they don’t want to try it, they want to check in or independent service provider, they want to play with the material before they take it out in the field. What do they need to do? Who are they calling? Are they calling FibreGlast here?

Are they calling Michelle and saying, hey, give me a sample, send me a sample? Exactly. And what should they be asking for? They should be asking for polyester, the polyester material for GE turbines, the epoxy for Vestas. What’s the scenario here?

Michelle Bonnett: Right now, probably the hazardous is the most popular.

Okay. But. Any of them, like I said the strength properties, all of the properties are almost identical to the data sheet there. You can download on the website. We have our, the product data sheet and the SDS available. For you to take a look decide what you want. Our business development manager, his name is Rod Miaty.

He’s over at our, he’s manning the booth while we’re over here. Yeah. He’s the guy to get in touch with. Yes. Rod Miaty. Yeah. Rod Miaty.

He is the, probably the best person or call up customer service. They’ll be happy to process one for you. Okay. The best part about these things is we I, if you buy direct from Sunrise, you’re buying boxes of this stuff.

We do like to downsize. So our 12 by 12 patches, you could buy a single patch, you could buy a pack of 12, you could buy a case of 10. And same with the the other patches are in packs of 10 or in a case. So we can get some samples out to you. Let you give it a try. The 300 by 700 millimeter patches, they’re very easy to cut.

As well and very easy to use as far as just peeling everything off, all of the packages have your step by step instructions on what you do, which film to release, what, everything that you do, very clear, very concise to make sure that there’s not anything, our customer service is trained, you can call the 800 number if you’re having problems they can talk you through something, but yeah, definitely give us a call place an order through the website or contact rod.

Allen Hall: Yes. And it’s FibreGlast, F I B R E G L A S T. So you just Google that and you’re going to get to Michelle’s website. All right. For Bergolin, how are we getting a hold of Bergolin, because you guys are over in Germany and this podcast goes worldwide, so you’re going to have people calling you from all over the world.

How do they get a hold of you?

Marvin Hirdler: Yeah. I run the whole US business here, so I do the technical training, the commercial side too. Also we operating or helping also the training companies like Redwood Academy, TSL Windtrade company too, to make sure that they get the hold of the materials. Sure.

So I trained the trainer. I’ve been there, I doing, two or three trainings a week right now because everyone is interested in the new materials for sure, right? So I make sure that they get their first training with me and then they can train their technicians Okay, we even have a process description where everything every step is perfectly written down with pictures.

So how close you have to go with the lamp? How many layers you have to you need to apply in one step that section? So if you have to help you apply or do a vacuum so I just want to make sure that there are no questions at all afterwards. If there are any questions, they always can call us.

Allen Hall: And your YouTube video you sent me today.

Yeah. Which is very explanatory, so yeah, you can get a lot of information. So easy, a lightning engineer can do it. Yeah. I am not a composites expert for sure. Actually, this was the idea we had.

Get it that simple everybody, huh? Bergolin is B E R G O L I N. If you just Google that and put UV behind it, you’re going to come across the UV material.

It’s fantastic stuff. So if you’re a technician, you’re an operator, you’re an ISP looking to speed up operations or extend your season, you need to get a hold of Michelle. I need to get a hold of Marvin and talk UV cured resins. So it’s the future. So thanks to both of you being here. Thank you.

FibreGlast and Bergolin: Pioneering UV Resin Systems for Blade Repair

Continue Reading

Renewable Energy

WindQuest Advisors on Repowering and Rising O&M Costs

Published

on

Weather Guard Lightning Tech

WindQuest Advisors on Repowering and Rising O&M Costs

Dan Fesenmeyer, Managing Partner at WindQuest Advisors, joins to discuss the repowering rush and the FAA permitting stall, rising O&M costs on larger turbines, tariff pass-throughs, and AI data center demand.

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 YouTubeLinkedin 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!

Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow

Allen Hall: Dan, welcome back to the podcast.

Dan Fesenmeyer: It’s great to be here. Great to see you again.

Allen Hall: There is so much happening in your particular area. Your name pops up quite a bit within Weather Guard because, uh, we’re dealing with a lot of operators and- A number of times we’ll ask them, “Have you read your turbine supply agreement?”

“No.” “Have you read your full service agreement?” “No.” “Well, maybe you should do that.” And then we say, “Have you talked to Dan? You should call Dan, ’cause he can help you understand what you have signed.” Mm-hmm. “Oh, that’s probably a good idea.” So now that you’re here, WindQuest Advisors, of course, obviously is your company.

Mm-hmm. And you’re talking to a number of operators. The, the big hurdle at the minute, the nearest short-term hurdle, is repowering. There’s just a lot of [00:01:00] repowering efforts going on- Mm-hmm … trying to get turbines in, start a project. There’s a July 4th deadline and an end of the year deadline. There’s a couple deadlines after that.

What are you seeing right now from operators i- in terms of repowering? What’s the effort happening?

Dan Fesenmeyer: Well, there was a ton of effort to start physical work. That window’s obviously closing-

Allen Hall: Yes …

Dan Fesenmeyer: very quickly, but it’s still open. Uh, and then once you’re past that window, my understanding is if you get your repower completed by the end of ’27, you didn’t really need to have started physical work.

But I think most folks, start physical work is kind of the insurance piece of it-

Allen Hall: Sure …

Dan Fesenmeyer: if things take longer. Uh, another thing that’s popped up is obviously FAA and other permitting.

Allen Hall: On the permitting side, from the federal’s, uh, standpoint, is that stopped? Or, or are projects able to continue putting turbines in the ground, or what’s the status?

Dan Fesenmeyer: My- From what I’ve seen, I think on the opening session here at [00:02:00] ACP, it was said, they said that there’s, like, 130 projects that are-

Allen Hall: At least …

Dan Fesenmeyer: caught. Yes. And I’m, I’m involved with some of them, and I have a fairly small shop, and there’s just no FAA variances or permits or- They’re not issuing- … mitigation studies.

Everything seems to have stopped.

Allen Hall: So they’re not even reviewing the documentation that’s been submitted by the operators at all?

Dan Fesenmeyer: That’s what it seems, yes. Yeah.

Allen Hall: Is that legal? Uh, uh, usually those federal requirements have a timeline which they’re able to review those permits and get them approved or disapproved them.

You’re s- Right … I think what I’m hearing is, what you’re saying is they’re not even looking at them.

Dan Fesenmeyer: That’s correct. That’s what I’ve heard and seen.

Allen Hall: Okay.

Dan Fesenmeyer: Yeah. Yeah.

Allen Hall: So what is an operator to do then? How does this, how do they meet some of these deadlines if they can’t get the permit?

Dan Fesenmeyer: Well, I mean, it stalled a lot of projects ’cause of the associated risk with it.

Although I’ve seen some, uh, you know, some repower folks think, “Well, you know, I’m just repair- repowering like for like, or I’m not changing much.” [00:03:00] But if your, if your rotor’s changing or pad location’s changing, you need to update those permits.

Allen Hall: So the, the groups and the operators that are repowering the existing turbines are putting basically the same turbine in the same hole.

Dan Fesenmeyer: Well,

Allen Hall: I- Would that be okay?

Dan Fesenmeyer: I would say originally- The initial push on repower was kind of your larger rotors- Sure … new drivetrain, et cetera. Yes. The market seemed to shift more towards, “Hey, let’s do smaller upgrades, component exchanges.”

Allen Hall: Okay.

Dan Fesenmeyer: Getting more towards the minimal investment, so to speak.

Allen Hall: The 80% investment portion.

Dan Fesenmeyer: Yes.

Allen Hall: Right.

Dan Fesenmeyer: Yeah. And less about, you know, a big new machine head, for example.

Allen Hall: Well, if that gets you through and gets you the, the, uh, tax credit started back up again, which is the whole point- Right … there would be a reason to do that.

Dan Fesenmeyer: That’s right.

Allen Hall: Is there a marketplace then for those components if you’re gonna repower a GE 1.5 machine, which there’s a lot of them- Mm-hmm

in the United States? Are you seeing a big emphasis to go get a new gearbox, [00:04:00] to upgrade the blades- Yeah, and, and- … kind of

Dan Fesenmeyer: thing? Or just do maybe a drivetrain and s- Okay … and leave the rotor or, or-

Allen Hall: So do a gearbox and-

Dan Fesenmeyer: Yeah. Gear or just full drivetrain- Or generator … or yeah, s- things like that. And, um- Wow

people are comfortable doing it, and then it’s e- it’s easier, obviously.

Allen Hall: Sure. It’s faster.

Dan Fesenmeyer: And faster, and you don’t necessarily have to touch permits or, yeah.

Allen Hall: And is part of that repowering, I know one of the questions- Mm-hmm … that’s been bandied about quite a bit is, do I have to buy a, a new generator or a new gearbox, or is a refurbished gearbox enough to check the box in terms of upgrading or putting 80% of the value back into the turbine to qualify for those tax credits?

Dan Fesenmeyer: I’m not a tax expert, but I’ve seen people do both.

Allen Hall: Okay. Well, that’ll tell you.

Dan Fesenmeyer: Yeah. Yeah.

Allen Hall: They’ve obviously talked to- Right … tax advisors about that.

Dan Fesenmeyer: It’s, it’s their level of risk and whether they have outside tax money or whether- … they’re kind of balance sheet or taking it themselves. It’s, it’s- Yeah … more of a risk profile that [00:05:00] everybody’s different on.

Allen Hall: Okay. So that has changed the landscape quite a bit. So now it’s, once this window of opportunity passes by, we’re into brave new world. Mm-hmm. And operating turbines now not really 10 years, operating till end of life, which could be 20, 25 years. Have operators started thinking about that and starting to address some of the, the, especially the contracts around that?

Are they starting to rethink contracts? Are they starting to approach full service agreements differently? Is, is the marketplace changing in the US?

Dan Fesenmeyer: Yeah, I think so. I mean, it, it, depending what you have and what you’re doing, whether you have an existing agreement or you need a new one, and whether it’s a renewal or if you’re doing, let’s say, a drivetrain or new machine head, then there’s usually a service contract that’s going to come with it- Sure

’cause it’s essentially a new machine. Largely a new machine. Largely,

Allen Hall: yeah.

Dan Fesenmeyer: But in the case of a gearbox, right, you’re probably out of your longterm O&M agreement anyway, and, uh, whether you’re… And you probably [00:06:00] have, you don’t have the unplanned coverage anymore. Right. So it’s really, you’re on, you’re kind of on your own risk.

Allen Hall: Okay, so that’s the repower scenario. Mm-hmm. What’s happening new turbine-wise? It seems like the, a lot of the operators are choosing six megawatt, seven megawatt, eight megawatt machines tends to be the, the, the band of opportunity for a lot of operators. What are they working on right now in terms of, uh, TSAs, full service agreements?

What are you seeing out on the landscape US-wise?

Dan Fesenmeyer: Well, I think, um, the TSAs haven’t changed much.

Allen Hall: Okay.

Dan Fesenmeyer: But the- The, the scope and the risk has changed a bit, and the, the OEMs are, you know, holding their cards closer, and it’s hard to get to certain terms that– harder than it used to be.

Allen Hall: So let’s, let’s talk about that for a minute because, uh, there’s been some recent reports speaking to the O&M costs for larger machines.

And so the, the goal was if I went from a [00:07:00] two-megawatt machine to a six-megawatt machine, my O&M cost may be 3x because of the size of the turbine, but ideally they drop. That, uh, the same amount of effort into a larger, m- newer machine, uh, so, uh, my spend wouldn’t go up that much. In, in some places on the planet that I’ve seen feedback about that is that the O&M costs are not 3x, they’re 5x.

So the, the cost to operate the turbine, the six and eight megawatt machines, is higher than it would be proportionally to a two-megawatt machine. I think operators are just trying to start to figure that out. Are the OEMs already knowledgeable of that fact and are s- trying- I, in, in- … to phrase the conversation

I

Dan Fesenmeyer: mean, in the pricing that you get from the OEMs for the full scope agreements, that’s largely in there already.

Allen Hall: Yes.

Dan Fesenmeyer: And I always tell people look at it on a dollar per kWh or dollar per megawatt hour- Ah … basis versus a dollar per turbine, and you- Sure … you’ll see a different number.

Allen Hall: Different calculation done.

Dan Fesenmeyer: Right. But [00:08:00] these, these larger machines, they need larger cranes. They need tall– Yeah, they have taller towers, so a different crane setup, and these components become very, very large. So- Everything gets harder … everything gets d- more difficult. In a basic sense, it’s still oil and gearbox and, you know, tho- tho- Right

that kind of basic service. But when you get into major components and more major maintenance items, then it’s bigger, it can be harder.

Allen Hall: So what does a operator think about that now that they have a little bit of experience? Obviously SunZia, which is a huge project, three and a half gigawatts, uh, a l- several hun- like around 900 turbines, all of them bigger turbines.

It’s a r- for, uh, really the first real taste in America of larger turbines. What are the operators thinking about that, and how are they thinking about what sizes to go with in the future? Or, or, or do they not really have a choice? Like, GE offers six, Vestas offers six, Siemens will offer a six or a seven, [00:09:00] so those are your choices.

They’re– You’re not able to get a two megawatt machine anymore.

Dan Fesenmeyer: I mean, I think, uh, it really comes down to your, your site. Okay. And the larger machines are generally better when you have land constraints or, uh, y- your, your wind resource varies very differently. Think of a ridgeline, and you only have a certain number of pads.

But generally, it’s kind of a pad constraint to push you to the larger, and then your smaller, “smaller,” four and four to four and a half- … megawatt machines, those are still kind of the workhorses of, of the US, in my opinion. Their NCS better, they’re e- they’re lower cost, but you need more pads. So it’s always that trade-off of pads versus space, spacing, uh, and in the end, you just want to get the most AEP out of that site.

Allen Hall: In terms of marketplace, are you seeing prices generally rise dollars per megawatt on [00:10:00] new turbines? ‘Cause the, at least the market indication is that, uh, some of the OEMs have- Real strength in the marketplace today. This is an, an OEM-strong market. They can set- Mm-hmm … prices now. There’s fewer players. China has been eliminated from a lot of lo- locales.

Mm. So they don’t have the competition. That allows them to raise prices. Are you starting to see that flow down in some of the contracts, that, hey, the prices are going up? But, but i- inflation has been a big part of that, too. Well,

Dan Fesenmeyer: yeah, yeah. I mean, there’s… And tariffs, right? The, uh, that, that’s the most interesting one right now, and you have to kind of peel apart what’s my pre-tariff price versus my post, and then what’s the exposure if these tariffs change?

And-

Allen Hall: Is that in the contracts now? Are they able to write contracts that tie them to what the tariffs could be, so your final price really depends on what the tariffs are today or tomorrow?

Dan Fesenmeyer: It’s generally… Well, things have changed and, and things are always fluid, but, [00:11:00] but most recently it’s, “Well, here’s what the tariffs are today,” and when we either bring in the component or when the OEM’s actually paying that tariff, it’s kind of a pass-through

Allen Hall: in essence.

So they’re just handing you the, the bill for the tariff- Yeah … in a sense.

Dan Fesenmeyer: I mean, that- that’s it. And then you can maybe negotiate and do some things around that to share risk a little bit. Mm-hmm. But the basic premise is, you know, there’s transparency on here’s the countries and the tariff rates. If these change, that’s on the buyer.

Allen Hall: So the OEMs are trying to address that in, in some form w- by moving production into the United States. Vestas has a large blade facility in Colorado. They’ve been expanding that over the last several months. They’ve been hiring quite a bit. Uh, GE with LM up in North Dakota and TPI, and all the discussions around TPI at the minute is to really bolster their supply chain.

Uh, they’re trying to get away from the tariffs as much as they can. Are, [00:12:00] are you… You think you’re still gonna see more of that where a Siemens, a GE, a Vestas are gonna be investing more in the United States to avoid that tariff, or is it just impossible?

Dan Fesenmeyer: I, I mean, I think you… What they’ve done, I… It seems to me, I’m not obviously an expert on that, but it- they’ve moved things where they can And to capture- Mm

you know, where you already have capacity. But starting, yeah, building a new plant somewhere, I’m not sure how wise that is in the environment that we’re in.

Allen Hall: Yeah, you saw a lot of plants that were proposed two, three years ago that have, were never built. It does seem like existing plants that were on site that were closed got reopened.

Kansas, Iowa- Mm-hmm … some of those plants got- Mm-hmm … started over again, which is easier to do, which makes a lot of sense. So they’re going after the, the easiest things first still. We’re in that phase of we’re not gonna put a lot of money into the United States however. We’re gonna utilize what we have and maybe grow what we have.

Dan Fesenmeyer: Right. Or, or similarly, you can move from, if you have more of a… All these supply [00:13:00] chains are global at this point.

Allen Hall: Sure.

Dan Fesenmeyer: But if you happen to have a factory in a country with a lower tariff and versus one that’s higher, maybe you move that. You’re not bringing it over to the US, but you’re moving from, let’s say, India to the UK.

Allen Hall: Sure. So, so- Okay, so there, there’s a lot of sh- card shuffling going on- Yeah … to avoid tariffs.

Dan Fesenmeyer: Yeah, and unfortunately then the tariffs change and- … perhaps you have to change back. And, and the other one, uh, that’s out there, obviously the Supreme Court had their ruling on tariffs, so folks are waiting for a Section 232, which is

Allen Hall: still- Untouchable, in a sense?

Uh-

Dan Fesenmeyer: Well, it- people are just waiting for what, what will Section 232 be. And it’s been looming for months now.

Allen Hall: Over a year.

Dan Fesenmeyer: Yes. So, and, you know, we’re waiting, I guess.

Allen Hall: Is the feeling about that in the industry, uh… I’ll, well, I’ll use a couple of good examples, I think, which, uh, offshore wind being a real stress point United States, and a lot of [00:14:00] the administration’s work to limit offshore development got stopped in the courts.

So anything that was sort of building turbines, putting, had ships out, putting- Mm … uh, monopiles in, they never got stopped. They were delayed a couple of weeks, but they were never really stopped, and it feels like from the outside looking in, is that the courts are not gonna allow some of these, uh, movements by the administration to take effect.

Is the industry in the United States seeing the tariffs and some of the more extreme things that are happening as temporary or, or are they being a little more cautious, saying, “Yes, offshore wind has won a, a number of lawsuits”? But we may not. And th- with the Department of War and 232 and all those events that are happening, what is the outcome there, and w- how are operators thinking about that?

Dan Fesenmeyer: Well, I think we’re in a, in a market where if you have a project that can get built within this window-

Allen Hall: Yeah …

Dan Fesenmeyer: and [00:15:00] you’ve safe har- Like, those projects- And you’re, you’re just in … are desperately moving forward.

Allen Hall: Okay.

Dan Fesenmeyer: Then- ‘

Allen Hall: Cause the trend has been, if you can get it in the ground, they’re gonna let it be developed.

They haven’t been able- Right … to stop anything halfway through. Well,

Dan Fesenmeyer: other, like, the FA is a good example of it-

Allen Hall: Sure …

Dan Fesenmeyer: being stopped. But- Yeah … if you have a project that’s being built, you’re moving forward, and then projects that are outside the window, it’s more of a greenfield development view of, of life.

And seems like some folks are selling p- assets, some folks are buying- A

Allen Hall: lot of that …

Dan Fesenmeyer: development assets.

Allen Hall: Let’s go down that pathway for a minute because I did think- Yeah … that’s a very interesting piece to what’s happening in the United States at the minute. There’s a lot of transactions, big dollar transactions happening for wind- Mm-hmm

on buying, selling portfolios, not just farms. It used to be farms. Right. We’ll sell a farm. Yeah. It was. We’ll swap farms, that kind of thing. Now it’s like, uh, would you like our whole portfolio, wind, solar, battery?

Dan Fesenmeyer: Mm-hmm.

Allen Hall: Is that playing into a lot of the decisions that are [00:16:00]happening on the ground right now, that a, a developer or an operator that has assets is saying, this is a prime time to sell.

There’s a l- I have my tax credits already locked in. We’re golden here- Mm-hmm … for several years. The value is never gonna get higher. I need to get out. I- is that the marketplace today, is-

Dan Fesenmeyer: I think for some. I mean- Yeah … everybody’s got different, uh, motivations, whether they wanna get into wind, get out of wind, greenfield versus repower.

Uh, it, it’s, it’s really their view of the world and their risk profile moving forward, and whether this is a short-term play, long-term. Do we wanna get out of wind? Some people are essentially doing that. Uh, it’s, it’s across the board.

Allen Hall: How’s AI data centers playing into this? What are you hearing?

Dan Fesenmeyer: Oh, I mean, that’s what everybody talks about, AI and data centers, and the demand for power is there.

And- The [00:17:00] issue that, that a lot of us see is wind and solar and battery can all help with that.

Allen Hall: Sure.

Dan Fesenmeyer: And if you want a gas turbine, that’s great, but my former colleagues at GE are gonna tell you it’s 2030- Yes … or later to get one, so what do you do between now and then? And you’re seeing prices go up, which makes these wind farms look pretty good.

Power profile’s nice. Yes. Uh, but you still have hurdles to get, like the FAA, US Fish and Wildlife, all these other hurdles to, you know, that are slowing down wind and solar for that matter too.

Allen Hall: Solar’s been slowed down for sure.

Dan Fesenmeyer: Yeah. Yeah. Yeah.

Allen Hall: Does that change, though, with the demand for power in AI data centers?

And it does seem to be a priority in the United States to, to win this AI race. Mm-hmm. Does that loosen some of the reins on renewables to let them go, like just look the other way for a while, while they put a new solar field or wind farm in?

Dan Fesenmeyer: It stands to reason that will happen. Haven’t really seen [00:18:00] it, unfortunately.

But I wo- But I think it will, right? I mean, it, it, it, it almost has to at some point.

Allen Hall: There’s a lot of pressure on Washington DC to let data centers start being developed and, and go.

Dan Fesenmeyer: Mm-hmm.

Allen Hall: But a- as you pointed out, gas turbines are hard to get, and they can’t scale up at the rate at which the demand is.

Right. So your alternative is something really simple, quick and efficient, which would be wind and solar and a little bit of battery. Yeah. I- is that change in the thinking of operators and how they’re thinking about their assets, one, and two, what they’re thinking about in the future? Or are they trying to hook up with an- a- I mean-

a Google, a Facebook, a- Yeah, I

Dan Fesenmeyer: mean, the offtake’s- … SpaceX … there, and that’s generally, you know, it used to be utility PPAs. Then it turned- Right. … into hedge things and C&I. Yeah. And now it’s more, you have this, the data center offtake.

Allen Hall: Is the data center offtake, thinking about it from a, a financial standpoint, which they’re probably not being tied to the grid.

At [00:19:00] least a lot of these, or at least the talk is right now, is the not being connected to the grid to be sort of standalone, feeding a data center, and maybe a piece of fiber optic coming out of the data center. But that’s essentially it. Maybe some backup power on the grid just in case things go horribly wrong, but standalone power for data centers does make sense.

It would, it would seem to lessen the requirements on wind and solar in terms of interacting with the federal government or the, the power company in a sense. Does that make wind and solar a little more viable because it’s not connected to the grid?

Dan Fesenmeyer: Well, I mean, it will be connected to the grid because when the wind stops blowing, the utility will usually, you know, or, and the sun stops sh- shining- Sure

uh, the utility will kind of provide that power. That w- Or the gas turbines that they have would- Gas turbine will kick

Allen Hall: in, right.

Dan Fesenmeyer: Yes. Yeah. But, but generally speaking, you’re never truly off the grid, but it does speed things up with interconnection and, and, you know, your T&D [00:20:00] line is much shorter.

Allen Hall: Right.

Dan Fesenmeyer: Or not, you know- Much

much, much shorter. Yeah. Depending where the, the resource is and versus the plant or the, the data center.

Allen Hall: So what are the things that we don’t know in the industry that you’re in touch with that we should know? ‘Cause there, there must be a lot happening behind the scenes that we don’t hear out in public or in the common spaces of some of these conferences that are happening behind the scenes.

What is, what is the status right now? What do you think the status is of wind?

Dan Fesenmeyer: I mean, it’s, I, I, I’m a big sailor, and sometimes the wind’s blowing hard- … you’re going fast, and sometimes you sail into what we call a hole- Yeah … and it’s just dead quiet. We’re not quite there yet, but, um, it, it’s kind of we’re going through a bit of a lull right now.

And I think, I think what people don’t realize is the multiple roadblocks that the industry’s facing. In the past, we’ve had PTCs lapse, and the question is when and if it [00:21:00] will be renewed. Yeah. Now you have other roadblocks, you know, whether it’s, again, FAA, Fish and Wildlife, permitting, different localities.

Some… And this goes back to the data center. A lot of local, you know, communities don’t want a data center.

Allen Hall: Right. There’s a lot of-

Dan Fesenmeyer: Right? And they’re like, “Well, wait a minute. My power prices as a citizen are gonna go up- True … because of it.”

Allen Hall: Yeah, it’s true. We’ve already seen it.

Dan Fesenmeyer: Yeah. Yeah. So, so there’s a lot of just new barriers that have come up.

Allen Hall: Okay. That-

Dan Fesenmeyer: But wind developers are an extremely resilient bunch, and-

Allen Hall: This isn’t the first rodeo-

Dan Fesenmeyer: Right …

Allen Hall: where they’ve had these issues pop up- Yeah … and PTCs stop and other world forces affect the industry. What’s the outlook over the next three to five years, do you think? Different administration in a couple years, maybe different outlook, more demand on…

for power, AI data centers. Is- it just gonna [00:22:00] overwhelm any resistance to wind and solar and battery?

Dan Fesenmeyer: I mean, it, it, that’s kind of a crystal ball, but I think if these data centers start getting built out like people think they will, there’ll be demand for power. And, now we’re talking basic economics, Supply, demand. People need power, then power plants will get built and, whether it’s gas, wind, solar-

Allen Hall: All of the above

Dan Fesenmeyer: All of the above, right? And, and I think it will ultimately follow that. I think the, administration will let you know if there’s not enough power or power gets too expensive, something has to break and fill that gap

Allen Hall: because- So let the economics play out a little bit.

Dan Fesenmeyer: Yeah, right? Yeah. ‘Cause we’re, we’re voters, right? And- Sure … and, um, people vote often with their pocketbooks.

Allen Hall: And wind and solar are cheap sources of energy, and they’re gonna come to the top of the list almost every time.

Dan Fesenmeyer: Yeah.

Allen Hall: Yeah. Yeah. Yeah. I, I agree with you. Uh, it’s good to see you again. We saw you a few months [00:23:00] ago at WOMA in Australia, and that was wonderful.

And I tell a lot of the operators we talk to, “You better be talking to Dan and WindQuest Advisors because you really need to understand what your contracts say and the contract you’re signing, and you need to have a better sense of what’s happening, a little more broader speak in the United States and elsewhere- Mm-hmm

and they should be talking to you.” So how do they call or how do they contact WindQuest Advisors to get started?

Dan Fesenmeyer: Well, www.windquestadvisors.com or reach out to Allen and his team. You’re on LinkedIn. I’m on LinkedIn as well- … both personally and my firm. And, um, ask a friend ’cause I have a, we have- … big networks that everybody…

You know, it’s, it’s a small community here. It

Allen Hall: is.

Dan Fesenmeyer: Right?

Allen Hall: It is.

Dan Fesenmeyer: And, and people bounce around different firms and, but people stay connected, so, um, that’s a great way to find each other as well.

Allen Hall: Yeah. Great to see you, Dan. Likewise. Thank you. Thanks for being on the podcast. And yeah, we’ll hopefully see you in Australia in a couple months.

Dan Fesenmeyer: Looking forward to

[00:24:00] it.

WindQuest Advisors on Repowering and Rising O&M Costs

Continue Reading

Renewable Energy

America’s Brand: Indifference to Human Pain

Published

on

There are essentially two forms of government on this planet: those that care about the wellbeing of their citizens and serve their interests and those that don’t.

Until the late 20th Century, one could have plausibly argued either way re: the United States.  Since about 1980, it’s been clear that we really couldn’t care less about the sufferings of the common American.

It’s really become part of our brand.  Billionaires deserve tax cuts.  The middle class is shrinking, and the poor deserve a kick in the ass for not working harder.

America’s Brand: Indifference to Human Pain

Continue Reading

Renewable Energy

Maine Needn’t Overcomplicate This

Published

on

Just nominate some well-educated businessman or city mayor — or maybe just a principled lobster fisherman.

Maine: This shouldn’t be too tough a challenge.

Maine Needn’t Overcomplicate This

Continue Reading

Trending

Copyright © 2022 BreakingClimateChange.com