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Indian Domestic Wind Regulation, German Offshore Bid
Allen, Joel and Phil discuss Germany’s failed offshore wind auction, India’s new regulations for domestic wind turbine components, and the need for renewable energy in the US to meet AI data center demands. They also highlight Ohio’s efforts to plug abandoned oil and gas wells and feature Quebec’s Rivière-du-Moulin as the Wind Farm of the Week.
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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 Saxon, Phil Totaro, and Rosemary Barnes.
Allen Hall: Well, welcome to the Uptime Wind Energy Podcast.
I’m Allen Hall from the Queen City, Charlotte, North Carolina. Joel Saxum is down in Texas, and Phil Totaro of IntelStor is in Cali. Phil, you had a tsunami alert just recently. Did you see any waves in your neighborhood?
Phil Totaro: No ’cause it didn’t actually amount to anything. And that’s good, right?
Phil Totaro: It it, have you had tsunami warnings like that in the past?
Y yes. And actually more serious ones from earthquakes that are smaller than the 8.8 that was in Russia that caused this one. [00:01:00] Um, but we’ve had earthquakes off the coast of. California where, you know, they’re like four point something or five something, and that actually triggers a tsunami warning that’s potentially more serious because of the close proximity.
Uh, so we actually developed, uh, in California an early detection and warning system that is triggered, um, you know, mobile phone, uh, alerts and updates based on the, the detection of the P waves from an earthquake.
Allen Hall: What’s a P wave?
Joel Saxum: P Wave is down, ShearWave is left and right. So sheer wave would be moving this way.
P wave would be moving up and down.
Phil Totaro: The P waves, um, are the first indication on, you know, like for the US geological survey, they’ve got those things that, you know, monitor the, the, um, vibration of the earth or whatever it is that they’re monitoring. Um, a P wave will be the first thing triggered when there’s an actual earthquake.
[00:02:00] That’s the thing that happens fast, like super fast, and they can detect it. Anyway, so we’ve de we’ve developed an early warning system when, when we have issues and inclusive of, uh, you know, tsunami warnings. But I’m, I’m kind of, you know, 300 feet up, so I have less to worry about.
Allen Hall: It’s a good place to be.
Well, there’s some offshore warnings off the coast of Germany because, uh, they held their latest offshore wind auction. And it was for about two and a half gigawatts of capacity in about 180 square kilometers of water. And they didn’t have any bidders at all. Zero bidders and the industry from wind Europe to the, uh, German Offshore Wind Association or, or saying like, yeah, no one’s gonna bid on these things because there’s too much risk and there’s negative bidding, quote unquote negative bidding, which means that you have to.
Pay money for the rights [00:03:00] to build out the wind farm and everybody in at least Germany. And when Europe is saying that CFD contract for difference is, is the way to go. And until Germany switches over to a CFD model, you’re gonna continue to have no bidders. Now Phil, this is a big problem because Germany is planning to develop a, a.
Significant amount of offshore wind gigawatts worth many gigawatts worth by 2030. Is there gonna be a change into the German auction system? Will they move to A
Phil Totaro: CFD? We certainly hope so, because what they’ve been doing up to this point with, you know, trying to attract like zero subsidy bids is clearly not working.
Germany’s economy minister, uh, came out after the, the auction result and said, um, well, we’ll have to look at this and why that happened. Um, you know, were the designed areas actually appropriate and did we. Consider the potential risks for [00:04:00] developers? Were they underestimated? Um, well, yes, they were, uh, first of all, and there was nothing wrong with the design areas of the, you know, the 10.1 and 10.2 that they were trying to auction off.
It’s the fact that. You know, in a high interest rate environment, nobody’s gonna wanna make, uh, a zero subsidy bid on something where they’re not gonna necessarily be guaranteed the, the PPA that they need. Um, and when you’re not willing to, to guarantee them the PPA in advance of the auction, that’s, that’s one part of it.
Um, the other part is that, you know, with uncertainty and, and risk associated with, um, you know. Access to supply chain components and things like that. Um, you know, you’ve got countries like Germany and the EU in general saying that they wanna wean themselves off of China and, and Chinese parts. Well, good luck with that, first of all.
Second, second. If you’re gonna domesticate everything that’s [00:05:00]necessarily gonna raise the cost. So you’ve gotta be in a position to, you know, accept, uh, a higher price and, and give, you know, if you’re the government, you have to be able to give some kind of certainty.
Joel Saxum: I’d love for someone from, from that, uh, how do I say this?
Like, not organization, but from that area, from who’s been involved in this to reach out to the podcast. ’cause uh, what I’d like to be a fly on the wall. ’cause this is what I don’t understand, Germany. Big wind market onshore, big wind market, offshore, large player, and wind in general, right? Big companies over there.
We got RWE over there. That has done a lot of offshore things like where was the consultation between the government and trade groups, organizations, because you know, like there should be a feedback mechanism in the early stages of planning this that says, Hey, potential suitors, what do you think about this process?
Will it work? And I have to imagine that they all emailed back and said. This isn’t gonna work for me. Um, I don’t know though. Right? So I’d love to hear from someone involved in that process to be able to kind of share with [00:06:00] us this is how it went, because we’ve watched it happen now time and time again.
There was another one of these not too long ago, Denmark had the one that was, had basically zero subscribers, right? So, hey, governments, uh, you have a great trade organization over there. Wind Europe, you have, um, a lot of players local to you. It’s not like you’re trying to figure this out, uh, blindly. Why not
Allen Hall: collaborate?
Oh yeah, that’s totally true. We had just had MAD and Andres Nash on, uh, who were talking about the Nord project up in Norway, and that’s going through a bidding process sort of starting now. It’s in September. It really gets serious. But even there, there’s a significant number of changes that are happening in companies that are dropping out because they’re raising the stakes and trying to get companies that have a lot of offshore wind experience and not.
Bring somebody new into the game where they were gonna make mistakes. They, they figure if you have developed a, was it 200 megawatts or 500 megawatts [00:07:00] Joel Offshore already? It was some significant number. I think it was 500.
Phil Totaro: I mean, if, if there was any way that they could try and like, make this about like, we only wanna work with eor.
Like that’s basically what they’re trying to do. I mean, like, I mean, you know, I mean, yeah, sure. But like if Simply Blue Group comes in there and says that they wanna be able to develop if Stat Craft who had previously been involved in that, was in there and then pulled out because they weren’t getting the, the, you know, guarantees from the Norwegian government either.
I mean, this is, this is kind of the, the systematic. Uh, issue within Europe at the moment anyway, because they’re the ones talking about, well, we wanna wean ourselves off of Russian gas. Well then do it. Like, don’t sit there and say, you can only do it if you’re doing it with, you know, 18,000 criteria in place.
Like, make it easy for the developers. Um, the money will flow, like investors will want to plow money into, you know, the development of these [00:08:00]projects, but get outta your own way and, and make it happen.
Joel Saxum: It’s kind of reminiscent to me. I guess this is for our US listeners. I was reading an article today about the, the, uh, no offense Phil, but the flight out of California.
It was the amount of people leaving there and there, and it was a, it was a, it was a, uh, letter written from a CEO of a development company that was saying basically like. It’s the hardest place in the United States to do business, and businesses are leaving in droves. People are leaving in droves. It’s like last year, 920,000 people left the state of California like a net loss.
Wow. Yeah. It was crazy. Like there’s 52, 50 5 million people there. But to lose. Basically 2% of your population in one year. That’s crazy. But the reason being is, is it’s the hardest place to do business in the United States. There’s barriers all the time. There’s, there’s permitting issues, there’s this, there’s that.
For real estate development companies, taxes, all this stuff that makes things difficult. Taxes is a big one. Right. But, but that’s what this, that’s what this to me looks like over in the, the EU right now is like you’re making it difficult for people to [00:09:00] do. And no wonder why people don’t want to do it.
They’re gonna look for the easiest place to stick their capital, or the easiest and safest place to stick their capital.
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Well, India has implemented new sweeping regulations that will shape the global wind turbine supply chain for at least a little while. The [00:10:00]ministry of New and renewable energy now requires all wind turbine manufacturers to source key components including blades, towers, generators, gear boxes, and some of the bearings from.
Government approved domestic suppliers. Now, I talked about this in newsflash a couple of days ago. Uh, but more information is coming out as we learn about it. The rules also mandate that all turbine performance and operational data must be stored on servers within India, uh, prohibiting real-time data transfers abroad.
So that forces Phil remote operation centers to be. Within India and they’re also talking about research centers that they must be within the country also. So, um, Sulan couldn’t have their research center in Pakistan. Not that that would happen, but they would have to have
Phil Totaro: it in India. But they actually have one in Germany.
Um, for those that don’t know, uh, and you know, there are several. There are several other, [00:11:00] um, Indian OEMs that, or who have licensed, uh, technology from Western companies that you could argue that they would have to domesticate, including, you know, a Donny group, which license and. Licenses, uh, a wind turbine design from, uh, wind to energy based in Rostock, Germany.
So you, you’ve got a situation there where what they’re really trying to do is kind of curb the rise of the Chinese in the market. Um, because at the end of the day, what a lot of those things are geared towards is precluding, um, China from just dumping. Um, goods in, into India. The data thing is interesting though because as you mentioned, they have to have, uh, everything kind of, um, co-located within India and that’s to prevent the realtime data flowing back to China, um, for these Chinese OEMs to be able to analyze it or, you know, remote operate and [00:12:00] control, uh, turbines from China.
Um, they want that, um, within India so that the people who are performing those kind of remote, you know, working in the remote operations center are, you know, either Indian nationals or would be subject to Indian law.
Joel Saxum: I think there’s, there’s something to be aware of here though, too. And, and Phil, we’ve had, this is a much larger macro conversation.
We’ve had this one before, but it’s about, uh, protectionism and growth. Because, you know, there has been countries that have been taken advantage of in the, in the history, and India’s definitely one of them that has been taken advantage of in the past, over the last 300 years, um, that we know that to be true.
Um, but sometimes when the pendulum swings and you start putting regulations and things like that, you can actually hurt yourself a little bit. And I’m just thinking about like, you know, we, you talk about like wanting to preclude some of the Chinese involvement. Okay. But there is West, there’s a lot of Western stuff there.
There is like say, even in, does it go this far? Envision in Vision has a presence in India, big time. [00:13:00] Envisions blades are designed in Boulder, Colorado. Right. So does that affect that? And, and they’re built, a lot of ’em are built by LM and lm, but LM has factories in India, so there’s a little bit of a change there.
Um, we did see in, and I don’t know if it’s a maybe leading up to the, the, the, this Siemens GAA sold their services unit in India couple, 4, 5, 6 months ago. So maybe they heard some whispers in the, in the waiting in the wings going like, well, we’re gonna have to relocate there anyways. We might as well sell this thing.
Well, they, they
Phil Totaro: had to, but that was, yeah, I, I, your, your point is made. But yeah, I, the, the reality of this is what it, what it does is it necessitates. A CapEx investment in the country, and the only way that somebody justifies making a CapEx investment in the country, any country, it doesn’t matter if it’s India, Brazil, the us, anywhere, people need to see visibility to a return.
This actually kind of ties in to what we were talking about with with the German [00:14:00] offshore wind auction. If anybody that wants to invest money, they need to be given a certain amount of EE. Even if you’re not gonna give ’em a guarantee, you have to give ’em a certain amount of, uh, credibility that they’re going to get some kind of a return on the investment they’re making because you’re asking people to spend hundreds of millions on domesticating production If you wanna create a domestic.
Market, you still have to facilitate the technology transfer, the knowledge transfer and the investment, the, the foreign investment that’s necessarily going to facilitate that. If, if you don’t have domestic companies that are competent enough and capable enough to, to build something themselves, so whether it’s wind turbines or solar or battery storage or whatever, then you’re necessarily trying to attract.
That capability from someplace else.
Joel Saxum: I’ve, I’ve, I’ve watched this in, uh, oil and gas in Africa. Oil and gas Africa, early [00:15:00] years, man, it came in and, and all of the majors came down, their Exxon, bp, shell, like, they, but they came from abroad because they, the expertise was not in country to do it. And then once it was like kind of pseudo established, you saw all of these governments, which there’s, there’s they, there’s this own problem in government relations in, in Africa anyways, but, um, you saw these governments set up all this, these barriers and these things to, to try to.
Benefit for the people that corruption got brought into it and all kinds of things. And after a while, a lot of these players like you see over there, like you see small players and local players. You don’t see. Exxon and Chevron and stuff making big splashes down in Africa anymore. They’re just not playing in it.
They have their existing assets. They’ve sold a lot of ’em to smaller companies. They’re running ’em. That’s, that’s still being, and they’ve moved on. They’re in Guyana, they’re in Brazil because they don’t have to deal with the stuff that they got barriers put in place over there.
Allen Hall: What will Europe think about the India supply chain if it does get up and running to the level they want it [00:16:00] to?
In relationship to leaving China and the components that come from China, would India be that source then? I think they kind of already are, aren’t they? I mean, there’s a lot of stuff comes from India.
Phil Totaro: A little bit, not as much as they want to be. It. That’s your next best option in terms of affordability and certainly India wants to be a major export hub, but this whole concept of that they’ve put in place of make it India is really to support their, their domestic growth in their domestic industry.
Basically, if you’re not already in India as a western company or even a Chinese company, the barrier to entry in the market is going up. As I mentioned, you know, you’re talking about hundreds of millions of dollars in CapEx and investment, and the only way you’re going to pull the trigger on that is if you’re seeing a trillion dollar return because you, you know, a lot of these companies want like at least a five x [00:17:00] multiple on whatever CapEx they’re plunking down.
Again, especially in this kind of an interest rate environment. Now, if interest rates go down, their threshold goes down.
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North America received over $158 million in financing to upgrade the Twin Ridges wind farm in Somerset County. I know where that is. Uh, boosting capacity to a hundred. 70 [00:18:00] megawatts, that’s a 30% capacity increase. And comes as data centers nationwide are looking for power and that that tends to be the area where a lot of data centers are located or will be located.
Uh, president Trump was just there in Pennsylvania and said, uh, wind energy in particular is not gonna power these data centers, these AI centers. But that doesn’t seem to be stopping anybody. Uh, excess renewables. CEO Jim Spencer reports strong demand from data centers across North America for wind and solar power.
Uh, so even if President Trump is in the neighborhood complaining about wind turbines, what is actually happening on the ground is wind and solar are gonna be powering a lot of those data centers because it’s lower cost and easier to install.
Phil Totaro: And it’s available electrons. I mean, at the end of the day, you know, do you really care what electrons are feeding?
You know, your refrigerator.
Joel Saxum: At the end of the day, this is just gonna be business cases that are gonna win [00:19:00] out, right? You want an AI data center online, you need power. Where are you gonna get it? So your business case, like do you want it built in the next six to nine months or do you wanna wait five years?
Okay. Business case wins out. We want
Phil Totaro: it now. You’d be lucky to get it in 2031. We’re gonna have a nuclear power station on the moon before we get gas powered, you know, AI data centers.
Allen Hall: Why are we doing that? Why are we, why are we spending money for nuclear power on the moon space, race, Allen space race, with whom?
China, because China’s gonna put a nuclear reactor on the moon. Is that what’s
Joel Saxum: gonna happen? Maybe we’ll figure out how to beam it back, shoot electrons through. Vacuum space back to earth or something.
Phil Totaro: But it, it actually, let, let’s tie this back in because that’s kind of the point. You, you can, you can say that you’re gonna go build something and, and it might be a pie in the sky thing, but you’re gonna be out of office by the time somebody wants to even start building that.
Because once you’ve figured out all the technical requirements to be able to even go do that. The administration’s gonna change, and then that’s just gonna be on the scrap [00:20:00] heap. So it, and it’s the same thing. It’s like, you know, like Joel just said, you want your power and you want it fast. You’re gonna go with wind and solar.
You’re gonna go with whatever electrons are available to you. You know, you’re, you’re not gonna be picky. You’re not gonna wait six or seven years for gas.
Joel Saxum: Yeah. When we’re talking gas plants for six or 7, 5, 6, 7 years down the line, we’re talking about these big ge big, big, you know, like the 500 megawatt machines, right?
Yeah. The nine nine series. I read an article the other day about, uh, a data center in, I think it was Ohio, Alan, we’ve been talking a lot about data centers in Ohio lately, on and on and off there, but I think it was in Ohio and it was, it was fired by like. 28 of these little gas turbines. Like they were little ones, right?
They were little like the si, like I looked, I saw the picture. It was like a drone flying over and like each of these little gas turbines was like the size of my pickup. Where are those coming from? [00:21:00] A
Allen Hall: DIY
Joel Saxum: project? No, no. They were bigger than that. They weren’t a Generac, it wasn’t a Honda Whisper. Quiet.
Yeah. They’re, they’re aero derivative generators. So what’s the, who’s building those? What’s the capacity on those? Like where is that gonna be a thing? GE builds those and Siemens, so you can get those. What’s the timeline on one of them? What’s the, what’s the wait time on. A queue list for that.
Phil Totaro: It’s shorter than, you know, the bigger units like a ge you know, seven FA or seven F whatever now.
Uh, or a nine FA or nine F whatever. Now, um, those are the ones that are like five, six years. Um, you know, wait list. The, a derivative engines are cheaper, less complex, easier. To make and faster to deploy, but then we get into the same, I mean, Joel, like, if you were gonna build a wind farm, do you build it with one, you know, five megawatt turbine, or do you build it with, you know, 25, you know, kilowatt size things,
Joel Saxum: but I think [00:22:00] you’re just, you’re, you’re up against the supply chain problem, right?
So like it’s, if you want to do this quick, like you can do that, but at the end of the day, does it really make. Does it make sense or should you just put, I mean, okay. In Ohio you’re not, there’s not a whole lot of wind farms. There’s a whole lot of wind resource. So if you’re gonna build ’em there, you need some kind of power.
Phil Totaro: But also the reason why we, we chase economies of scale and wind energy with, with turbine size is that. It’s less footprint and less to maintain. It’s, yes, it’s a single point of failure, so you need higher reliability with the one turbine instead of, you know, 25 smaller turbines. But you’re, you’re talking about, you know, the, the trade off between redundancy versus, you know, o and m complexity.
And cost.
Joel Saxum: Well, I, I completely agree with you, but I’m just thinking at the end of the day where the majority of data centers are going in the United States, Virginia, that kind of place, like Ohio, you need power. Your, your option right now is like [00:23:00] solar and batteries over there. Right? Or aero derivative engines where you’re gonna be burning fuel like bastard.
Do they sound like an airplane?
Phil Totaro: Sort of, yeah. I mean. They’re loud. They’re all loud anyway.
Joel Saxum: Yeah, that’s true.
Phil Totaro: That’s how, I mean, that’s how they came into being was they, they basically adapted an aircraft engine for power gen, you know, static land-based power generation use. Well, speaking of
Allen Hall: Ohio, Ohio’s Orphan Well program has dramatically increased its cleanup efforts from our friends over in the oil and gas business.
Uh, there are a lot of abandoned wells. Ohio and in the last five years they plugged about 1200 holes from oil and gas and about 2300 since 1977. So every year, Ohio is plugging several hundred oil and gas holes. And Joel, I guess I didn’t [00:24:00] think of Ohio as an oil and gas center. If you move a little bit to the East Pennsylvania.
Obviously oil and gas central for a long time in the United States, but there’s a lot of abandoned oil and gas wells in Ohio. To the point where, uh, they received about $80 million in federal funding from the bipartisan infrastructure law, uh, with up to about $300 million available through 2030 to help fill some of these wells.
And they’re still looking for them because they’re long abandoned. It could be under buildings, they could be covered with trees at this point. Who knows where they are, except from the emissions. That’s the only way they’re gonna be able to find them.
Joel Saxum: Yeah, the trouble here, and this is something that a lot of people don’t think about, um, okay, so Ohio is on the edge of the Marcellus Shale, right?
It’s the same shale play that’s in West Virginia, Pennsylvania, Southern New York. It’s just that same edge, right? So when they found in the early ages of the United States and we started getting petroleum from [00:25:00] onshore resources, Pennsylvania was ground zero and it kind of flowed over into there. So you end up with this situation where you have rugged.
Remote terrain hills, uh, you know, tough to get to where they, these, some of these wells are, you know, a hundred years old where there’s no, you know, there’s, there’s, there’s terracotta pipe and stuff. Like, there’s not good metal pipe in those things. So then, and they are leaking because they were not plugged, right?
The companies have dissolved. There’s all kinds of stuff that’s just gone, right? There’s no records. Uh, we didn’t do a good job of record keeping in the early days. So how you find most of these. Is there’s a two to take a two stage approach. You look, you can look at classical maps and stuff, but that’s only gonna get you so far.
But you look at satellite imagery for methane gas detection, and you can find methane gas plumes from satellite imagery, the US government can, and they’ll get you narrowed down to like a, uh, depending on how bad the plume is, a one to 40 acre chunk. Then [00:26:00] you take a drone that has a methane sniffer on it, and you fly around with a methane sniffer until you kind of narrow in on the plume.
Then you use a metal detector and you find the area that’s time consuming, right? But the risk reward here is, and this is what people don’t understand when we talk about why we’re plugging these wells, it’s because we’re plugging them to get rid of greenhouse gases. Greenhouse gases leak into the environment.
Climate change, all this bad stuff, right? So we always think about CO2, CO2, CO2, but what’s coming outta these wells, because of the way that oil and gas wells work, they are co-located with natural gas and coal beds, coal bed methane. When methane leaks outta the ground, methane comes outta the ground and it’s about 30 times worse than CO2 30 times worse than CO2 per unit.
For as a greenhouse gas for, uh,
Phil Totaro: atmospheric problems. And when we deorbit that satellite that tracks the methane emissions, I think it’s gonna make things a lot harder to do. Are [00:27:00] we doing that, Phil? Apparently. I mean, that was one of the other little rants that he went on the other day. He was like, we’re gonna blow up this satellite that’s for tracking climate change, but it’s actually tracking like the methane emissions from oil and gas.
Allen Hall: I thought Google. Posted those emissions, right. Didn’t Google open up the satellite imagery to see where, uh, methane or as Rosie calls it, methane originated from
Joel Saxum: uh, uh, CH four plus? I know that there’s resources online where you can go look. Uh, and why I know that is because I was actually a part of a research project that was a really cool laser interferometer on a fixed wing drone to find methane concentrations and then automatically map them with a fixed wing drone down to the source.
Um, and while we were in the middle of that project is when they, the government released the ability for this satellite to do it. And I was like, well, there goes that. We don’t need this thing anymore.
Allen Hall: Well, why wouldn’t these billion dollar oil and gas companies take responsibility for the holes they previously dug, or at least be [00:28:00]responsible and say, all right, there’s some abandoned wells in my general vicinity.
Why wouldn’t I plug those as a service to humanity?
Joel Saxum: I think there is a few players that do that. But the gov, because they’re not forced to do it. They’re not spending the money outrightly. Right. There is a couple of like, uh, grassroots organizations. There’s one up in Montana, I can’t remember the name of it, that has taken this on, and they will take donations from some of these oil and gas companies, and they’re like, we’re doing good, and we’re plugging these wells.
And this guy, this guy, and his team goes and does it. But I mean, you can’t, you can’t put a dent in what’s out there.
Allen Hall: Well, just think about the Ohio numbers. $82 million. It is plugged about 1200 wells. So do the math. It’s not that much money per Well, I think, uh. Pick your oil and gas company throwing $80 million to help a state out plug these wells is nothing.
It’s a drop in the bucket.
Joel Saxum: That’s how much money in federal funding they’ve received. They’ve, they’re, it costs way more, costs way more [00:29:00] than $82 million to plug 1200 wells.
Allen Hall: Right. But you see what was done though, right? I, I assume the state of Ohio is pitching it a bunch of money to, to do this also, but I, I, I don’t understand.
If oil and gas is gonna be the responsible party, why they’re not responsible for the cleanup of the things they’ve left behind and on purpose, bankrupt and ll seeded and buried. Yeah.
Joel Saxum: And I think for the most part, like the, the, the players that had have control or do this, it’s a lot of Permian awesome cat drilling company.
Like it’s not Chevron and bp, right. It’s
Allen Hall: Oh sure. But eventually those wells ended up in a bigger player. They all do at some point. Unless they’re completely dry. I super frustrating watching that. Go on
Joel Saxum: this week’s Wind Farm of the Week is Reviere de Mulloon in Quebec. I probably got that wrong, sorry, to my EDF friends up there in Canada.
Um, but this [00:30:00] wind farm is near the town of Sine and Charlevoix in Ana, Las San John in re in, uh, Northern Quebec. So this. Wind farm. It was uh, two phases, 2014 and 2015, phase one and phase two built by EDF and at the time biggest wind farm in Canada and one of the largest in the United States. It was 175 GE 2.0107 meter rotor machines, which you don’t hear about that often.
Uh, so this was again built by EDF and it’s an interesting project ’cause it was built across rugged terrain. I’ve actually driven through this wind farm. And it is timber, it is hills. It’s beautiful, it’s beautiful country. But to be thinking about that project and how they built it, amazing. Uh, so they did, uh, this is cold climate, right?
So GE put, uh, all, all the turbines are equipped with low temperature packages, reliable for operation in Quebec winters. Including ice detection, icing systems and de-icing systems. So that being said, we are having a webinar, uh, shortly, I think in the [00:31:00] next few weeks. Correct me if I’m wrong, Alan, about de-icing systems.
Yes, we are with the OG ping. All right. So, um, in, in other interesting things about this wind farm, the extensive wildlife studies, because this is I think one of the only wind farms I know of that, uh, had a caribou migration path through the middle of it. So they, uh, not only monitored that for before construction, but they’re monitoring it through construction to make sure that don’t.
Um, affect any of those local populations of animals. Uh, but, uh, despite remote access and severe winters, uh, proactive o and m planning all the way to down to crazy things like specialized vehicles and track vehicles and covers over the top of trucks to watch for falling ice and using helicopters for inspections and access.
Um, really, really neat, uh, o and m planning up there. Uh, this wind farm actually has a really high availability rate. So, uh, the Riviere de mu lane is a rare combination of large scale engineering complexity and ecological responsibility. Congrats to our friends up at EDF in Quebec. [00:32:00] You are the Wind Farm of the Week.
Allen Hall: Well, that wraps up another episode of the Uptime Wind Energy Podcast. Thanks for joining us as we explore the latest in wind energy technology and industry insights. And if today’s discussion has sparked any question or ideas, we’d love to hear from you. Just reach out to us. On LinkedIn and we’re always on LinkedIn and don’t forget to subscribe so you never miss an episode.
And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. So we’ll catch you here. Next week on the Uptime Wind Energy Podcast.
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UK Awards 8.4 GW Offshore, US Allows Offshore Construction
Allen, Joel, Rosemary, and Yolanda cover major offshore wind developments on both sides of the Atlantic. In the US, Ørsted’s Revolution Wind won a court victory allowing construction to resume after the Trump administration’s suspension. Meanwhile, the UK awarded contracts for 8.4 gigawatts of new offshore capacity in the largest auction in European history, with RWE securing nearly 7 gigawatts. Plus Canada’s Nova Scotia announces ambitious 40 gigawatt offshore wind plans, and the crew discusses the ongoing Denmark-Greenland tensions with the US administration.
Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us!
The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts, Alan Hall, Rosemary Barnes, Joel Saxon and Yolanda Padron. Welcome to the Uptime Wind Energy Podcast. I’m Allen Hall, along with Yolanda, Joel and Rosie.
Boy, a lot of action in the US courts. And as you know, for weeks, American offshore wind has been holding its breath and a lot of people’s jobs are at stake right now. The Trump administration suspended, uh, five major projects on December 22nd, and still they’re still citing national security concerns.
Billions of dollars are really in balance here. Construction vessels for most of these. Sites are just doing nothing at the minute, but the courts are stepping in and Sted won a [00:01:00] key victory when the federal judge allowed its revolution wind project off the coast of Rhode Island to resume construction immediately.
So everybody’s excited there and it does sound like Osted is trying to finish that project as fast as they can. And Ecuador and Dominion Energy, which are two of the other bigger projects, are fighting similar battles. Ecuador is supposed to hear in the next couple of days as we’re recording. Uh, but the message is pretty clear from developers.
They have invested too much to walk away, and if they get an opportunity to wrap these projects up quickly. They are going to do it now. Joel, before the show, we were talking about vineyard wind and vineyard. Wind was on hold, and I think it, it may not even be on hold right now, I have to go back and look.
But when they were put on hold, uh, the question was, the turbines that were operating, were they able to continue operating? And the answer initially I thought was no. But it was yes, the, the turbines that were [00:02:00] producing power. We’re allowed to continue to produce powers. What was in the balance were the remaining turbines that were still being installed or, uh, being upgraded.
So there’s, there’s a lot going on right now, but it does seem like, and back to your earlier point, Joel, before we start talking and maybe you can discuss this, we, there is an offshore wind farm called Block Island really closely all these other wind farms, and it’s been there for four or five years at this point.
No one’s said anything about that wind farm.
Speaker: I think it’s been there, to be honest with you, since like 2016 or 17. It’s been there a long time. Is it that old? Yeah, yeah, yeah, yeah. So when we were talk, when we’ve been talking through and it gets lost in the shuffle and it shouldn’t, because that’s really the first offshore wind farm in the United States.
We keep talking about all these big, you know, utility scale massive things, but that is a utility scale wind farm as well. There’s fi, correct me if I’m wrong, Yolanda, is it five turbos or six? It’s five. Their decent sized turbines are sitting on jackets. They’re just, uh, they’re, they’re only a couple miles offshore.
They’re not way offshore. But throughout all of these issues that we’ve had, um, with [00:03:00] these injunctions and stopping construction and stopping this and reviewing permits and all these things, block Island has just been spinning, producing power, uh, for the locals there off the coast of Rhode Island. So we.
What were our, the question was is, okay, all these other wind farms that are partially constructed, have they been spinning? Are they producing power? And my mind goes to this, um, as a risk reduction effort. I wonder if, uh, the cable, if the cable lay timelines were what they were. Right. So would you now, I guess as a risk reduction effort, and this seems really silly to have to think about this.
If you have your offshore substation, was the, was the main export cable connected to some of these like revolution wind where they have the injunction right now? Was that export cable connected and were the inter array cables regularly connected to turbines and them coming online? Do, do, do, do, do. Like, it wasn’t like a COD, we turned the switch and we had to wait for all 62 turbines.
Right. So to our [00:04:00] knowledge and, and, uh, please reach out to any of us on LinkedIn or an email or whatever to our knowledge. The turbines that are in production have still have been spinning. It’s the construction activities that have been stopped, but now. Hey, revolution wind is 90% complete and they’re back out and running, uh, on construction activities as of today.
Speaker 2: It was in the last 48 hours. So this, this is a good sign because I think as the other wind farms go through the courts, they’re gonna essentially run through this, this same judge I that. Tends to happen because they have done all the research already. So you, you likely get the same outcome for all the other wind farms, although they have to go through the process.
You can’t do like a class action, at least that’s doesn’t appear to be in play at the minute. Uh, they’re all gonna have to go through this little bit of a process. But what the judge is saying essentially is the concern from the Department of War, and then the Department of Interior is. [00:05:00] Make believe. I, I don’t wanna frame it.
It’s not framed that way, the way it’s written. There’s a lot more legalistic terms about it. But it basically, they’re saying they tried to stop it before they didn’t get the result they wanted. The Trump administration didn’t get the result they wanted. So the Trump administration ramped it up by saying it was something that was classified in, in part of the Department of War.
The judge isn’t buying it. So the, the, the early action. I think what we initially talked about this, everybody, I think the early feeling was they’re trying to stop it, but the fact that they’re trying to stop it just because, and just start pulling permits is not gonna stand outta the court. And when they want to come back and do it again, they’re not likely to win.
If they would. Kept their ammunition dry and just from the beginning said it’s something classified as something defense related that Trump administration probably would’ve had a better shot at this. But now it just seems like everything’s just gonna lead down the pathway where all these projects get finished.
Speaker: Yeah, I think that specific judge probably was listening to the [00:06:00] Uptime podcast last week for his research. Um, listen to, to our opinions that we talked about here, saying that this is kind of all bs. It’s not gonna fly. Uh, but what we’re sitting at here is like Revolution Wind was, had the injunction against it.
Uh, empire Wind had an injunction again, but they were awaiting a similar ruling. So hopefully that’s actually supposed to go down today. That’s Wednesday. Uh, this is, so we’re recording this on Wednesday. Um, and then Dominion is, has, is suing as well, and their, uh, hearing is on Friday. In two, two days from now.
And I would expect, I mean, it’s the same, same judge, same piece of papers, like it’s going to be the same result. Some numbers to throw at this thing. Now, just so the listeners know the impact of this, uh, dominion for the Coastal Virginia Offshore Wind Project, they say that their pause in construction is costing them $5 million a day, and that is.
That’s a pretty round number. It’s a conservative number to be honest with you. For officer operations, how many vessels and how much stuff is out there? That makes sense. Yep. [00:07:00] 5 million. So $5 million a day. And that’s one of the wind farms. Uh, coastal, Virginia Wind Farm is an $11 billion project. With, uh, it’s like 176 turbines.
I think something to that, like it’s, it’s got enough power, it’s gonna have enough production out there to power up, like, uh, like 650,000 homes when it’s done. So there’s five projects suspended right now. I’m continuing with the numbers. Um, well, five, there’s four now. Revolution’s back running, right? So five and there’s four.
Uh, four still stopped. And of those five is 28. Billion dollars in combined capital at risk, right? So you can understand why some of these companies are worried, right? They’re this is, this is not peanuts. Um, so you saw a little bump in like Ted stock in the markets when this, this, uh, revolution wind, uh, injunction was stopped.
Uh, but. You also see that, uh, Moody’s is a credit [00:08:00] rating. They’ve lowered ORs, Ted’s um, rating from stable to negative, given that political risk.
Speaker 2: Well, if you haven’t been paying attention, wind energy O and m Australia 2026 is happening relatively soon. It’s gonna be February 17th and 18th. It’s gonna be at the Pullman Hotel downtown Melbourne.
And we are all looking forward to it. The, the roster and the agenda is, is nearly assembled at this point. Uh, we have a, a couple of last minute speakers, but uh, I’m looking at the agenda and like, wow, if you work in o and m or even are around wind turbines, this is the place to be in February. From my
Speaker: seat.
It’s pretty, it’s, it’s, it’s shaping up for pretty fun. My phone has just been inundated with text message and WhatsApp of when are you traveling? What are your dates looking forward to, and I wanna say this right, Rosie. Looking forward to Melvin. Did I get it? Did I do it okay.
Speaker 3: You know how to say it.
Speaker: So, so we’re, we’re really looking forward to, we’ve got a bunch of people traveling from around the [00:09:00] world, uh, to come and share their collective knowledge, uh, and learn from the Australians about how they’re doing things, what the, what the risks are, what the problems are, uh, really looking forward to the environment down there, like we had last year was very.
Collaborative, the conversations are flowing. Um, so we’re looking forward to it, uh, in a big way from our seats. Over here,
Speaker 2: we are announcing a lightning workshop, and that workshop will be answering all your lightning questions in regards to your turbines Now. Typically when we do this, it’s about $10,000 per seat, and this will be free as part of WMA 2026.
We’re gonna talk about some of the lightning physics, what’s actually happening in the field versus what the OEMs are saying and what the IEC specification indicates. And the big one is force majeure. A lot of operators are paying for damages that are well within the IEC specification, and we’ll explain.[00:10:00]
What that is all about and what you can do to save yourself literally millions of dollars. But that is only possible if you go to Woma 2020 six.com and register today because we’re running outta seats. Once they’re gone, they’re gone. But this is a great opportunity to get your lightning questions answered.
And Rosemary promised me that we’re gonna talk about Vestus turbines. Siemens turbines. GE Renova turbines. Nordex turbines. So if you have Nordex turbines, Sulan turbines, bring the turbine. Type, we’ll talk about it. We’ll get your questions answered, and the goal is that everybody at at Wilma 2026 is gonna go home and save themselves millions of dollars in 26 and millions of dollars in 27 and all the years after, because this Lightning workshop is going to take care of those really frustrating lightning questions that just don’t get answered.
We’re gonna do it right there. Sign up today.
Speaker 3: [00:11:00] You know what, I’m really looking forward to that session and especially ’cause I’ve got a couple of new staff or new-ish staff at, it’s a great way to get them up to speed on lightning. And I think that actually like the majority of people, even if you are struggling with lightning problems every day, I bet that there is a whole bunch that you could learn about the underlying physics of lightning.
And there’s not so many places to find that in the world. I have looked, um, for my staff training, where is the course that I can send them to, to understand all about lightning? I know when I started atm, I had a, an intro session, one-on-one with the, you know, chief Lightning guy there. That’s not so easy to come by, and this is the opportunity where you can get that and better because it’s information about every, every OEM and a bit of a better understanding about how it works so that you can, you know, one of the things that I find working with Lightning is a lot of force MA mature claims.
And then, um, the OEMs, they try and bamboozle you with this like scientific sounding talk. If you understand better, then you’ll be able to do better in those discussions. [00:12:00] So I would highly recommend attending if you can swing the Monday as well.
Speaker: If you wanna attend now and you’re coming to the events.
Reach out to, you can reach out to me directly because what we want to do now is collect, uh, as much information as possible about the specific turbine types of the, that the people in the room are gonna be responsible for. So we can tailor those messages, um, to help you out directly. So feel free to reach out to me, joel.saxo, SAXU m@wglightning.com and uh, we’ll be squared away and ready to roll on Monday.
I think that’s Monday the 16th.
Speaker 2: So while American offshore wind fights for survival in the courts, British offshore wind just had its biggest day ever. The United Kingdom awarded contracts for 8.4 gigawatts. That’s right. 8.4 gigawatts of new offshore wind capacity, the largest auction in European history.
Holy smokes guys. The price came in at about 91 pounds per megawatt hour, and that’s 2024 pounds. [00:13:00] Uh, and that’s roughly 40% cheaper than building a new. Gas plant Energy Secretary Ed Milliband called it a monumental step towards the country’s 2030 clean power goals and that it is, uh, critics say that prices are still higher than previous auctions, and one that the government faces challenges connecting all this new capacity to the grid, and they do, uh, transmission is a limiting factor here, but in terms of where the UK is headed.
Putting in gigawatts of offshore wind is going to disconnect them from a lot of need on the gas supply and other energy sources. It’s a massive auction round. This was way above what I remember being, uh. Talked about when we were in Scotland just a couple of weeks ago, Joel.
Speaker: Yeah, that’s what I was gonna say.
You know, when we were, when we were up with the, or E Catapult event, and we talked to a lot of the different organizations of their OWGP and um, you know, the course, the or e Catapult folks and, and, and a [00:14:00] few others, they were really excited about AR seven. They were like, oh, we’re, we’re so excited. It’s gonna come down, it’s gonna be great.
I didn’t expect these kind of numbers to come out of this thing. Right? ’cause we know that, um, they’ve got about, uh, the UK currently has about. 16 and a half or so gigawatts of offshore wind capacity, um, with, you know, they got a bunch under construction, it’s like 11 under construction, but their goal is to have 43 gigawatts by 2030.
So,
Speaker 2: man.
Speaker: Yeah. And, and when 2030, put this into Conte Con context now. This is one of our first podcasts of the new year. That’s only four years away. Right. It’s soon. And, and to, to be able to do that. So you’re saying they got 16, they go some round numbers. They got 16 now. Pro producing 11 in the pipe, 11 being constructed.
So get that to 27. That’s another 16 gigawatts of wind. They want, they that are not under construction today that they want to have completed in the next four years. That is a monumental effort now. We know that there’s some grid grid complications and connection [00:15:00] requirements and things that will slow that down, but just thinking about remove the grid idea, just thinking about the amount of effort to get those kind of large capital projects done in that short of timeline.
Kudos to the UK ’cause they’re unlocking a lot of, um, a lot of private investment, a lot of effort to get these things, but they’re literally doing the inverse of what we’re doing in the United States right now.
Speaker 2: There would be about a total of 550, 615 ish megawatt turbines in the water. That does seem doable though.
The big question is who’s gonna be providing those turbines? That’s a. Massive order. Whoever the salesperson is involved in that transaction is gonna be very happy. Well, the interesting thing here
Speaker: too is the global context of assets to be able to deliver this. We just got done talking about the troubles at these wind farms in the United States.
As soon as these. Wind farms are finished. There’s not more of them coming to construction phase shortly, right? So all of these assets, all these jack up vessels, these installation vessels, these specialized cable lay vessels, they [00:16:00]can, they can fuel up and freaking head right across, back across the Atlantic and start working on these things.
If the pre all of the engineering and, and the turbine deliveries are ready to roll the vessels, uh, ’cause that you, that, you know, two years ago that was a problem. We were all. Forecasting. Oh, we have this forecasted problem of a shortage of vessels and assets to be able to do installs. And now with the US kind of, basically, once we’re done with the wind farms, we’re working on offshore, now we’re shutting it down.
It frees those back up, right? So the vessels will be there, be ready to roll. You’ll have people coming off of construction projects that know what’s going on, right? That, that know how to, to work these things. So the, the people, the vessels that will be ready to roll it is just, can we get the cables, the mono piles, the turbines and the cells, the blades, all done in time, uh, to make this happen And, and.
I know I’m rambling now, but after leaving that or e Catapult event and talking to some of the people, um, that are supporting those [00:17:00] funds over there, uh, being injected from the, uh, the government, I think that they’ve got
Speaker 2: the, the money flowing over there to get it done too. The big winner in the auction round was RWE and they.
Almost seven gigawatts. So that was a larger share of the 8.4 gigawatts. RWE obviously has a relationship with Vestus. Is that where this is gonna go? They’re gonna be, uh, installing vestus turbines. And where were those tur turbines? As I was informed by Scottish gentlemen, I won’t name names. Uh, will those turbines be built in the uk?
Speaker 3: It’s a lot. It’s a, it’s one of the biggest challenges with, um, the supply chain for wind energy is that it just is so lumpy. So, you know, you get, um, uh. You get huge eight gigawatts all at once and then you have years of, you know, just not much. Not much, not much going on. I mean, for sure they’re not gonna be just building [00:18:00] eight gigawatts worth of, um, wind turbines in the UK in the next couple of years because they would also have to build the capacity to manufacture that and, and then would wanna be building cocks every couple of years for, you know, the next 10 or 20 years.
So, yeah, of course they’re gonna be manufacturing. At facilities around the world and, and transporting them. But, um, yeah, I just, I don’t know. It’s one of the things that I just. Constantly shake my head about is like, how come, especially when projects are government supported, when plans are government supported, why, why can’t we do a better job of smoothing things out so that you can have, you know, for example, local manufacturing because everyone knows that they’ve got a secure pipeline.
It’s just when the government’s involved, it should be possible.
Speaker 2: At least the UK has been putting forth some. Pretty big numbers to support a local supply chain. When we were over in Scotland, they announced 300 million pounds, and that was just one of several. That’s gonna happen over the next year. There will be a [00:19:00] near a billion pounds be put into the supply chain, which will make a dramatic difference.
But I think you’re right. Also, it’s, they’re gonna ramp up and then they, it’s gonna ramp down. They have to find a way to feed the global marketplace at some point, be because the technology and the people are there. It’s a question of. How do you sustain it for a 20, 30 year period? That’s a different question.
Speaker 3: I do agree that the UK is doing a better job than probably anybody else. Um, it it’s just that they, the way that they have chosen to organize these auctions and the government support and the planning just means that they have that, that this is the perfect conditions to, you know. Make a smooth rollout and you know, take care of all this.
And so I just a bit frustrated that they’re not doing more. But you are right that they’re doing the best probably
Speaker 4: once all of these are in service though, aren’t there quite a bit of aftermarket products that are available in the UK
Speaker: on the service then? I think there’s more.
Speaker 4: Which, I mean, that’s good. A good part of it, right?
Speaker: If we’re talking Vestas, so, so let’s just round this [00:20:00] up too. If we’re talking vest’s production for blades in Europe, you have two facilities in Denmark that build V 2 36 blades. You have one facility in Italy that builds V 2 36 blades, Taiwan, but they build them for the APAC market. Of course. Um, Poland had a, has one on hold right now, V 2 36 as well.
Well, they just bought that factory from LM up in Poland also. That’s, but I think that’s for onshore term, onshore blades. Oh, yes, sure. And then Scotland has, they have the proposed facility in, in Laith. That there, that’s kind of on hold as well. So if that one’s proposed, I’m sure, hey, if we get a big order, they’ll spin that up quick because they’ll get, I am, I would imagine someone o you know, one of the, one of the funds to spool up a little bit of money, boom, boom, boom.
’cause they’re turning into local jobs. Local supply
Speaker 2: chain does this then create the condition where a lot of wind turbines, like when we were in Scotland, a lot of those wind turbines are. Gonna reach 20 years old, maybe a little bit older here over the next five years where they will [00:21:00] need to be repowered upgraded, whatever’s gonna happen there.
If you had internal manufacturing. In country that would, you’d think lower the price to go do that. That will be a big effort just like it is in Spain right now.
Speaker: The trouble there though too, is if you’re using local content in, in the uk, the labor prices are so much
Speaker 2: higher. I’m gonna go back to Rosie’s point about sort of the way energy is sold worldwide.
UK has high energy prices, mostly because they are buying energy from other countries and it’s expensive to get it in country. So yes, they can have higher labor prices and still be lower cost compared to the alternatives. It, it’s not the same equation in the US versus uk. It’s, it’s totally different economics, but.
If they get enough power generation, which I think the UK will, they’re gonna offload that and they’re already doing it now. So you can send power to France, send power up [00:22:00] north. There’s ways to sell that extra power and help pay for the system you built. That would make a a lot of sense. It’s very similar to what the Saudis have done for.
Dang near 80 years, which is fill tankers full of oil and sell it. This is a little bit different that we’re just sending electrons through the water to adjacent European countries. It does seem like a plan. I hope they’re sending ’em through a cable in the water and not just into the water. Well, here’s the thing that was concerning early on.
They’re gonna turn it into hydrogen and put it on a ship and send it over to France. Like that didn’t make any sense at all. Uh. Cable’s on the way to do it. Right.
Speaker: And actually, Alan, you and I did have a conversation with someone not too long ago about that triage market and how the project where they put that, that that trans, that HVDC cable next to the tunnel it, and it made and it like paid for itself in a year or something.
Was that like, that they didn’t wanna really tell us like, yeah, it paid for itself in a year. Like it was a, the ROI was like on a, like a $500 million [00:23:00]project or something. That’s crazy. Um, but yeah, that’s the same. That’s, that is, I would say part of the big push in the uk there is, uh, then they can triage that power and send it, send it back across.
Um, like I think Nord Link is the, the cable between Peterhead and Norway, right? So you have, you have a triage market going across to the Scandinavian countries. You have the triage market going to mainland eu. Um, and in when they have big time wind, they’re gonna be able to do it. So when you have an RWE.
Looking at seven gigawatts of, uh, possibility that they just, uh, just procured. Game on. I love it. I think it’s gonna be cool. I’m, I’m happy to see it blow
Speaker 2: up. Canada is getting serious about offshore wind and international developers are paying attention. Q Energy, France and its South Korean partner. Hawa Ocean have submitted applications to develop wind projects off Nova Scotia’s Coast.
The province has big ambitions. Premier, Tim Houston wants to license enough. Offshore [00:24:00] wind to produce 40 gigawatts of power far more than Nova Scotia would ever need. Uh, the extra electricity could supply more than a quarter of Canada’s total demand. If all goes according to plan, the first turbines could be spinning by 2035.
Now, Joel. Yeah, some of this power will go to Canada, but there’s a huge market in the United States also for this power and the capacity factor up in Nova Scotia offshore is really good. Yeah. It’s uh, it
Speaker: is simply, it’s stellar, right? Uh, that whole No, Nova Scotia, new Brunswick, Newfoundland, that whole e even Maritimes of Canada.
The wind, the wind never stops blowing, right? Like I, I go up there every once in a while ’cause my wife is from up there and, uh, it’s miserable sometimes even in the middle of summer. Um, so the, the wind resource is fantastic. The, it, it is a boom or will be a boom for the Canadian market, right? There’re always [00:25:00] that maritime community, they’re always looking for, for, uh, new jobs.
New jobs, new jobs. And this is gonna bring them to them. Um, one thing I wanna flag here is when I know this, when this announcement came out. And I reached out to Tim Houston’s office to try to get him on the podcast, and I haven’t gotten a response yet. Nova Scotia. So if someone that’s listening can get ahold of Tim Houston, we’d love to talk to him about the plans for Nova Scotia.
Um, but, but we see that just like we see over overseas, the triage market of we’re making power, we can sell it. You know, we balance out the prices, we can sell it to other places. From our seats here we’ve been talking about. The electricity demand on the east coast of the United States for, for years and how it is just climbing, climbing, climbing, especially AI data centers.
Virginia is a hub of this, right? They need power and we’re shooting ourselves in the foot, foot for offshore wind, plus also canceling pipelines and like there’s no extra generation going on there except for some solar plants where you can squeeze ’em in down in the Carolinas and whatnot. [00:26:00] There is a massive play here for the Canadians to be able to HVD see some power down to us.
Speaker 2: The offshore conditions off the coast of Nova Scotia are pretty rough, and the capacity factor being so high makes me think of some of the Brazilian wind farms where the capacity factor is over 50%. It’s amazing down there, but one of the outcomes of that has been early turbine problems. And I’m wondering if the Nova Scotia market is going to demand a different kind of turbine that is specifically built for those conditions.
It’s cold, really cold. It’s really windy. There’s a lot of moisture in the air, right? So the salt is gonna be bad. Uh, and then the sea life too, right? There’s a lot of, uh, sea life off the coast of the Nova Scotia, which everybody’s gonna be concerned about. Obviously, as this gets rolling. How do we think about this?
And who’s gonna be the manufacturer of turbines for Canada? Is it gonna be Nordics? Well,
Speaker: let’s start from the ground up there. So from the or ground up, it’s, how about sea [00:27:00] floor up? Let’s start from there. There is a lot of really, really, if you’ve ever worked in the offshore world, the o offshore, maritime Canadian universities that focus on the, on offshore construction, they produce some of the best engineers for those markets, right?
So if you go down to Houston, Texas where there’s offshore oil and gas companies and engineering companies everywhere, you run into Canadians from the Maritimes all over the place ’cause they’re really good at what they do. Um, they are developing or they have developed offshore oil and gas platforms.
Off of the coast of Newfoundland and up, up in that area. And there’s some crazy stuff you have to compete with, right? So you have icebergs up there. There’s no icebergs in the North Atlantic that like, you know, horn seats, internet cruising through horn C3 with icebergs. So they’ve, they’ve engineered and created foundations and things that can deal with that, those situations up there.
But you also have to remember that you’re in the Canadian Shield, which is, um, the Canadian Shield is a geotechnical formation, right? So it’s very rocky. Um, and it’s not [00:28:00] like, uh, the other places where we’re putting fixed bottom wind in where you just pound the piles into the sand. That’s not how it’s going to go, uh, up in Canada there.
So there’s some different engineering that’s going to have to take place for the foundations, but like you said, Alan Turbine specific. It blows up there. Right. And we have seen onshore, even in the United States, when you get to areas that have high capacity burning out main bearings, burning out generators prematurely because the capacity factor is so high and those turbines are just churning.
Um, I, I don’t know if any of the offshore wind turbine manufacturers are adjusting any designs specifically for any markets. I, I just don’t know that. Um, but they may run into some. Some tough stuff up there, right? You might run into some, some overspeeding main bearings and some maintenance issues, specifically in the wintertime ’cause it is nasty up there.
Speaker 2: Well, if you have 40 gigawatts of capacity, you have several thousand turbines, you wanna make sure really [00:29:00] sure that the blade design is right, that the gearbox is right if you have a gearbox, and that everything is essentially over-designed, heated. You can have deicing systems on it, I would assume that would be something you would be thinking about.
You do the same thing for the monopoles. The whole assembly’s gotta be, have a, just a different thought process than a turbine. You would stick off the coast of Germany. Still rough conditions at times, but not like Nova Scotia.
Speaker: One, one other thing there to think about too that we haven’t dealt with, um.
In such extreme levels is the, the off the coast of No. Nova Scotia is the Bay of Fundee. If you know anything about the Bay of Fundee, it is the highest tide swings in the world. So the tide swings at certain times of the year, can be upwards of 10 meters in a 12 hour period in this area of, of the ocean.
And that comes with it. Different time, different types of, um, one of the difficult things for tide swings is it creates subsid currents. [00:30:00] Subsid currents are, are really, really, really bad, nasty. Against rocks and for any kind of cable lay activities and longevity of cable lay scour protection around turbines and stuff like that.
So that’s another thing that subsea that we really haven’t spoke about.
Speaker 3: You know, I knew when you say Bay Bay of funding, I’m like, I know that I have heard that place before and it’s when I was researching for. Tidal power videos for Tidal Stream. It’s like the best place to, to generate electricity from.
Yeah, from Tidal Stream. So I guess if you are gonna be whacking wind turbines in there anyway, maybe you can share some infrastructure and Yeah. Eca a little bit, a little bit more from your, your project.
Speaker 2: that wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas. We’d love to hear from you. Just reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode.
And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show For Rosie, Yolanda and Joel, I’m Alan Hall, and we’ll see you here next week on the Uptime [00:36:00] Wind Energy Podcast.
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