Published

1 year ago

July 10, 2025

Alice Rush

Weather Guard Lightning Tech

IWTG Consulting Addresses Turbine Failures

Jon Zalar, founder of IWTG Consulting, discusses the challenges of wind turbine maintenance, emphasizing the rise in turbine failures and the importance of root cause analysis (RCA). Proactive maintenance, proper documentation, and expert consultation will help to mitigate issues and ensure turbine efficiency.

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

Welcome to Uptime Spotlight, shining light on Wind. Energy’s brightest innovators. This is the Progress Powering tomorrow.

Allen Hall 2025: Jon, welcome to the program.

Jonathan Zalar: Thanks for having me,

Allen Hall 2025: Jon. Let’s start with the reality facing wind farmer operators today. What’s the core problem when it comes to turbine failures?

Jonathan Zalar: There’s been a larger number than they probably experienced like five years ago. I think, um, you know, the volume of turbines out there and some of the bigger issues that, you know, people are seeing in the last two to three years has made owning a wind farm a little more challenging than before.

Um, you know, between blade issues, bolted joint issues, shoes, and. Overall, like o operations, right? It’s been tougher to keep these turbines up and running, you know, manpower’s an issue, getting people out there to go fix stuff. It’s, [00:01:00] it’s been tough for a lot of people I’ve talked to.

Joel Saxum: Do you think this is a, a partial result of like, um, okay, so what we’re, you know, on the podcast in the last few years, we’ve always been talking about, oh, there’s all kinds of models coming out and there’s this, this manufacturer can put out this many different variations and all these things, and now.

Now we’re getting to the age where that family, that group of turbines that, I guess it’s kind, I’m looking at it like a class, right? That class of, that, those years of turbines are now getting to the stage where they’re out of warranty and they’re coming into, some people are taking, you know, ISPs taking, um, maintenance of them or an owner operator taking maintenance over from the OEM.

And all of a sudden now there’s these issues popping up and different things that we’re, we’re kind of in this. Um, like a swamp of problems with a lot of different models. So, uh, yeah, like you said, we’ve we’re, we talked a little bit off air here about RCAs and how to fix things and looking at serial defects and stuff, but it’s just like, it seems like every other week [00:02:00] someone calls Alan Ryan’s like, Hey, have you heard about this thing with this model?

And it’s like, man,

Jonathan Zalar: another one. I think it’s a combination of two things. One. Like I talked about the last time we had podcasts, there was a, you know, a pretty big push to increase rotor size, come out with new models for, for every, for all the os, right? They’re competing against each other. Coming out with a new model every 18 months.

And you can ask Phil, but I believe mostly the OEMs are sold out. If you go back five, six years, where. A huge expansion in the amount of wind turbines that have been placed. Right. So I think you combine those cheap factors and now, yeah, the owners have a lot on their plate, a lot more than they’re

Allen Hall 2025: probably used to.

And my question all is this, the complexity of the turbines. So every new model that comes out, what I’m seeing is more instrumentation, more sensors, more stuff, more variability, even in where the components originate from.

Jonathan Zalar: Right? Yeah. [00:03:00] I mean, to increase, to be able to meet that increased demand the OEMs had to get, you know, a lot of different suppliers for bearings for, you know, maybe two or three different places to make blades, right?

Um, and you’re right about the complexity, right? So like these rowers are getting bigger. They were trying to keep as many components the same. So you need better sensing, better controls to, you know, keep those loads where they work.

Allen Hall 2025: And a lot of times, uh, when operators have problems, they don’t actually realize.

What to do or realize that maybe there’s a serial defect and how to address it and how to suss that out. Now the, the big question is, is like what’s at stake if the operators don’t implement some sort of proper root cause analysis? Uh, what does that sort of downward spiral look like? Because we have seen operators that do that, that, that don’t try to identify key issues with their turbines.

Jonathan Zalar: mean, at the end of the day, it costs money, right? So if the quicker you figure out an [00:04:00] issue and if it’s a solution for an issue, the quicker you’re gonna solve that problem for your site or your fleet. Um. Also like making sure you’re communicating with the OEM about your failures so that they can add them to their RCA if they’re working on one, for example.

The more data they have, it’s gonna help them come up with a more effective solution.

Joel Saxum: I think you’re, you’ve gotta, how to put this? You have to have a specific engineering mindset. So of course we’re dealing with engineers all day long. We’re all engineers. We enjoy the engineering mindset. So it’s easy for us to quantify ROI and value add from an RCA, right?

So, hey, we’re gonna bring in an expert, or we’re gonna bring in a consultant, or whether it’s a, you know, a big one, A DNV, a UL type, or it’s a Jon Zalar, it’s gonna cost us a little bit of money, right? It’s gonna cost us. 5, 10, 20, 30 grand, what, whatever that is. But to us, that ROI is easy to quantify, oh, we had [00:05:00] this issue on this turbine.

We’re gonna spend 20 grand figuring out why, what, how, and how we fix it in the future. Well now we can avoid that blade failure. Next time we can avoid, you know, a de deductible on an insurance case, $250,000. So boom, we, if we save one of those, we paid for the whole RCA. It’s easy for us to do that in that engineering mindset, but to get, sometimes to get.

You know, an asset manager who may not have that engineering mindset, they’re just looking at, um, dollars and cents. They’re like, yeah, do we wanna spend this money? And, and I, I think that that’s a, uh, uh, a mindset, a, an action, an operation that, you know, us as evangelists for engineering in the industry need to help because we can help it in a large scale, right?

Like if we, if we solve these problems through RCAs. Then we can avoid ’em in the future and it’s better LCOE for the entire fleet. That’s the goal,

Jonathan Zalar: right? Like even if you identify an issue and you have the ability to figure out how many [00:06:00] turbines are affected and like we use a Blade Blade issue, right? If you only catch the CAT five, that’s a much more expensive repair than a cat two or three.

So if you work with somebody to identify, hey, this lat or you know, this list of turbines have a better chance of having this problem, let’s inspect it a little more, for example. Or let’s proactively add some strength in one area that we know we’re seeing issues that could save a lot of money in the long run.

’cause blade repairs are expensive. They take time, weather out. It just adds up.

Allen Hall 2025: And what I see when Joel and I have been around a lot of, uh, wind turbines in the Midwest, is that the asset managers. Get a lot of complaints from the neighbors and the landowners. So if they have a blade break or they have some sort of bearing that’s going bad, that’s making a lot of noise.

It’s a constant set of phone calls from the surrounding landowners about this problem. So even in the simple things. That can be [00:07:00] fixed, turn into big problems because of all the associated people that are around it. I mean, Joel, you’ve, you’ve seen some of these cases where, like a bearing’s squeaking, okay.

And the neighbor complains, or a blade breaks and the, and the owner calls up and say, Hey, why is this blade in my front yard? Which has happened? And those are real life situations that, that. You know, re requires somebody with knowledge to catch them before they turn into that neighborhood problem. Yeah.

That’s

Joel Saxum: the intrinsic side of, of the return on investment, right? Like, you can’t measure that, but it’s valuable. And, and I, and we get, this concept comes up a lot to us because we’ve been doing a lot of work in Australia lately, and Australia has a different approach to their neighbors and how they work within things.

And it’s very, very, very hands-on. Where in the states sometimes you see like, oh, well, they’re a non-participating landowner, so we just kinda, you know, move on. And then you see the Facebook posts that are like, these turbines take a thousand gallons of [00:08:00] oil a year and they never run. You know? And if we can, as an industry, if we can avoid those things by getting on top of stuff with RCA, we can, we can get ahead of the game, right?

We can change the perception of, of renewables as we move forward. Um, which is, I mean, it’s a difficult battle, but that’s, as engineers, we can, we can help that fight. So I think that this is an important thing. That’s why we’re talking to you, Joe.

Jonathan Zalar: Yeah, I agree. I mean the, the video of the guy who was asking why it wasn’t turning, ’cause there was no wind.

I’ll never forget that one.

Allen Hall 2025: So how do we break this cycle of reactive maintenance and repeated failures? What should we be doing?

Jonathan Zalar: Continuing that relationship with the OEM, making sure you’re having those monthly quarterly calls, sharing information back to them and making sure that you’re getting the updated information from them.

Because, you know, all the major OEMs have like information letters they provide when there’s an a known issue and they give recommendations of what to do to fix it. And just making sure that you’re plugged in, especially the smaller owners that you’re plugged into the oem, just make sure you get that [00:09:00] information.

You know, some could be a parameter setting or a increase inspection or, or a safety concern as well. Just keeping that relationship I think is important.

Joel Saxum: So, Jon, so continue on that, that thread at what, at what point does. Because not everybody is able to keep that relationship really good. And sometimes OEMs don’t wanna share a little bit, at what point does an operator say, I’m taking on an RCA myself.

I’m going to get a consultant in here. Or we’re gonna take it on in our internal team. what, how do you make that call?

Jonathan Zalar: It’s looking at their relationship and if it’s not there, and that does happen. There’s breakups in the industry, if you will, and. You see three or four of the same failures at a, 50 wind turbine park.

it should be a little bit of a yellow flag. I wouldn’t say red yet, but one turbine fell over. That’s a red flag, and that’s when if you’re not getting what you need and you don’t know what to do about it, that’s when you call somebody else out because. [00:10:00] The next one’s gonna be just as expensive, and there could have been a way to make it either cheaper or not happen.

Allen Hall 2025: let’s, get down to specifics now, because I think a lot of problems in the United States are related to bolts at the minute, and I, this may be a worldwide problem, that there seems to be blade bolts and pitch bearing bolts that are. Have cracked or are failing in some unique ways. And I’ve seen more recently where operators are just replacing them.

Like they, they don’t think about it in a larger context of maybe there’s a problem here. Maybe I need to be flagging these things. And they don’t bring in an expert like you, Jon, to come in and do an RCA To suss this out, you want, can you give us just a little bit of background on what’s happening on the, blade bolt and pitch bearing bolt problem?

Jonathan Zalar: It is multiple OEMs are having. I think three or four different failure modes that I’ve heard so far between root inserts, just the bullet joint itself, and then potentially just some initial torquing issues. Um, I know from my experience there have [00:11:00] been update updates to the bold, the bolt torque.

Specifications. And back to my comment about the relationships, like if you’re not getting that information, then you might not know. You should have went back and retort all these bolts and now you have a couple fail. Fail. Right? And then also what you do about it, when you have one that comes out, do you replace just the one or do you replace four to the left and four to the right?

So d different solutions I have seen from different OEMs about what to do when you do have one particular bolt fail. Um, you know, there’s definitely some potential supplier concerns. ’cause like I said, there’s been so many turbines with so many bolts, like you’re gonna have some manufacturing issues. You can’t get over that With the volume of bolts that are out there.

Joel Saxum: Do you think the technology innovations in bolting and tensioning tools right now are gonna help or hinder. Bolting problem.

Jonathan Zalar: I think they’re gonna help. Um, you know, [00:12:00]torquing, big bolts have been a problem in multiple industries. Even when I worked in locomotives, you know, getting high torque to come out with the right size tool to be able to get in there, to go, to go put the locomotive back on the frame.

Right. It is a very hard job. And you had mean you looking at 92 bolts on one axis, then you got tower bolts. I mean, it’s a very, very boring job, I’m assuming for the people that have to do that. All the time and having tools that make it easier, have a, have a less chance of not hitting that torque value, setting something wrong, not putting the tool in properly at an angle, for example.

I, I think the more, at least what I’ve been seeing recently, the more money and effort people are putting into, like making bolted joints. Is gonna be worth it.

Joel Saxum: Well, and I think this is why, like this is the importance of an RCA, right? Because at that level of, say, new construction or repowers, people are just pointing fingers like, oh, the technicians did this wrong, or whatever, blah, blah, blah, blah.

Or you get an RCA specialist to come in and can do, you know, the [00:13:00]eight eight DRCA or if they throw an RCA and figure this thing out properly and be able to point to, well, actually there’s a. A metallurgical defect in these bolts and you know, it’s a supplier issue or, or maybe it does the RC may point, Hey, these guys were at the bar the night before they torked this one or something.

You

Jonathan Zalar: know? Or, or could be like crew a just happens to not pay attention or, or had or had the wrong information. They had the old bolted joint, this tribal knowledge.

Joel Saxum: Exactly. And speaking about the problem there, like if we’re down the line, say now out of warranty, and we’re looking at a bolted connection issue.

It may point to once you’ve stretched those bolts a certain amount, if you’re re torquing or changing torque specs or something along the way that’s done, like that’s cash, like that doesn’t, it doesn’t work like that called yield.

Jonathan Zalar: Yes.

Allen Hall 2025: Well, especially composites though, when you start talking about these bushings that are in the blades.

You pull them, they’re, they don’t recover. They just get damaged. It’s not like some metal and it can stretch. You don’t really stretch [00:14:00] composites. You break composites.

Jonathan Zalar: Right. Once it loose is once it’s loose, it is adherence, it’s done right. You have to go do something, get it back. And I know there’s some technologies out there trying to fix some of these inserts, but yeah, like once you do that damage.

It doesn’t heal itself.

Allen Hall 2025: Right. And I think there’s a lot of misunderstanding about that right now in the field because it, they’re not talking to engineers. They feel like, well, we’ll just cinch it back up and it’ll be okay. No, that joint is done. It’s done. You need to have somebody come in and look at it and give you some really good advice.

Joel Saxum: So to get to that level, Jon, you need to go through an investigation process. Can you give us some of the like, tips and tricks for the investigation process that like, that you know of, that you, that have helped you in the past? Data quality is very important,

Jonathan Zalar: like making sure, you know, like what turbine, which bolts, how many bolts, when did it happen, when were they last touched?

Like documentation is not always the best in the field. There’s a lot of handwritten stuff I [00:15:00] know that, you know. Companies are getting much better with electronic documentation, but that didn’t always exist in the beginning, like four or five years ago, surprisingly. Um, and then also like having the expectations where an RCA doesn’t take a month.

If someone, if someone calls you up and says, I need an RCA in a month, they don’t want RCA, that’s it. They’re not that fast. You really need to look at what’s going on, collect the data, put a hypothesis together, and. Validate or invalidate it and repeat if needed. And then you have corrective action. And that takes time.

That takes a commitment from the customer as well as you know, whoever they’re working with.

Allen Hall 2025: And that corrective action is the real key. But it’s hard to get to the corrective action if you don’t know what the root cause is. I see a lot of corrective actioning happening out in the field. Like they assume they know what’s happened, but not the details.

And you’re right, Jon, it’s gonna take more than a couple of days. To suss this out because there’s too [00:16:00] many variables and there’s not a lot of information, particularly when you show up on site. A lot of operators haven’t kept the real detailed records that you would need to be able to point it in in an afternoon.

Like, yes, this is it. Right?

Jonathan Zalar: Unless it’s a known issue that you’re not aware of and somebody else tells you, oh, yeah. G has his tail go do this, whatever this is. Right.

Allen Hall 2025: And how does that play out between the different OEMs at the minute? Are they basically providing the same level of information about, uh, known problems?

I have very little experience with like, um, I don’t know. Intercon for example, I haven’t seen a lot of Intercon service bulletins. I’ve seen Seaga Mesas and GEs Iveta. They’re pretty on top of it, but there’s other turbines that are out there, Solan. Well, how does that work?

Jonathan Zalar: That’s a very good question.

’cause I’m not seeing very many from Intercon or Solan either. And I believe they have some bigger companies that are responsible for them now. Um, [00:17:00] it’d be interesting to see. What kind of level that a turbine, that old without, you know, their OEM’s gone. Right. Someone else bought ’em out at some point.

Allen Hall 2025: Well, it’s like the Mitsubishi 1000 A’s, which is a really good example because a lot of the Mitsubishi 1000 A’s, and there are a number of them still in the states are, are being repowered at the minute.

So they’re gonna have another 20 years of lifetime. But I, you know, Mitsubishi probably doesn’t really provide a lot of service on those. What do you do? If you have an issue on a Mitsubishi or an old Suland machine or even an old GAA machine, where are you going to get help? I

Jonathan Zalar: mean, you, you really need to go to like an independent engineer that has that kind of experience, you know, hopefully with that particular turbine model.

But if not, you know, people who do follow known RCA processes, we will be able to like work through issues like that.

Allen Hall 2025: Is there a network of RCA people in the industry? I know you. Because you’re the [00:18:00] best. So, I mean, I’m talking to you all the time, Jon. I’ve seen this problem of the turbine tell me what’s going on.

But is there a, a general network of people that are just out there focused on solving these problems?

Jonathan Zalar: I don’t think the market’s huge in that right now. I mean, yes, there’s some independent people like myself, and then you have your DNB Leidos, those type of companies that that will do RCAs. But I don’t think they have dedicated RCA teams.

I think. The OEMs are the ones with the dedicated OEMs and then a handful of people like me.

Allen Hall 2025: So let’s, let’s walk through that for a minute, because one of the questions that pops up when someone’s trying to solve a problem is like, why not bring in a big organization like the one you just mentioned to, to do the RCA?

Like we, we, we’ve hired, uh, the three letter acronym to come in and do the RCR, the two letter acronym to come in and do the RCA. There’s a downside to that. I think I, I’m not always sure that the, the competency is there based [00:19:00] upon the, just what I see for the level of person that’s been assigned to that.

When they have so many RCAs and requests coming into the door, can they. Manage it at a level that you as the customer would be happy with.

Jonathan Zalar: I don’t deal with it too much, but you’re right, it, it will depend on the person you get Right. When you’re using one of the bigger one. Right. And you know, I’m sure some customers have the opposite, like, oh, I got the best guide or girl I could get for this.

Right.

Allen Hall 2025: Have you seen the varying in quality there, Joel? Like if you just call out the big name and pick up the phone and call the name. You don’t always know what you’re getting

Joel Saxum: there. We know, we know some really good people in the industry that has specific problems, but the trouble is, is scaling engineering expertise is tough.

Right. So like if you have a, you have a Jon Zalar on the phone, you get an awesome engineer that knows how to do RCAs, but you only get Jon Zalar, right? You, you, you can’t expand that. A million things like Jon Zalar can’t take out 58 RCAs this week because he’s Jon Zalar. Whereas, whereas I think that some of the [00:20:00] bigger houses, you get the strength of having a, uh, the larger team behind some of them where they can kind of spread some work out.

Or you may have an expert in fracture mechanics that he can look at this and somewhat so you have that with the larger teams, which I think is an advantage and you get some varying opinions in the room and you can really sort down to certain things. But at the end of the day it, it, it’s exactly that.

It’s an engineering expertise shortage

Jonathan Zalar: off. You know, it’s also nice when they have a good network. Of people that they’ve worked with in the past to bounce ideas off of. Because like if you’re the only one doing RCA all on your own, you’re gonna second guess yourself a lot. But like having somebody who does have.

A lot of contacts and colleagues in the industry. I think that’s very helpful.

Allen Hall 2025: Well, a new avenue for root cause analysis is looking at the service providers. I’ve noticed that, uh, you know, it’s one thing if a product comes to an OEM, you, you kind of know what you’re dealing with there. But when a company’s out there, uh, independent service provider or maybe some out there on a contract is [00:21:00] doing work on your turbine.

Now RCAs are looking into those service providers. Jon, are you involved with some of those discussions?

Jonathan Zalar: It’s, you know, not just the service provider, it’s even like who’s doing the work. Are they actually doing what they say they’re doing? Um, are they following the OEMs maintenance schedule correctly? Um, you know, especially some of the owners that farm out the whole operations to somebody else.

Double checking their work, I think is important just to make sure, I mean, you, even if you have total control and people, but just having a second set of eyes doing some quality checks. I, I, I don’t think that enough of that’s being done in the industry at this point. I think there’s opportunity to get

Joel Saxum: better.

The bird dog concept, right? The bird like oil and gas is bird dogs everywhere in the onshore, offshore. Anything you do, they gotta, they got a client rep who is rolling around making [00:22:00] sure things are done right. And I think we need that in wind too. And it’s not any different if you look at the same thing.

Remote operations people are like, oh, wind farms are all over the place. Like, have you looked at any other In industry, it’s the same thing.

Jonathan Zalar: It it, it’s harder. There’s more of them and they don’t move, like, you know, like a locomotive or automobile, right. Where they come to the shop and you can overlook, see what somebody did.

But yeah, like spending that money and effort on. Quality, I think could go a long way. And one of the ways would be the bird dog method that you suggested.

Allen Hall 2025: Yeah, I do think some of the issues we’re seeing in the field are related to particular groups that have touched the turbines, and maybe they just don’t have the latest and greatest information from the OE em, or maybe they’re just winging it, but either case, uh, the sampling there needs to happen and it really gets down to knowing what’s happening with your turbine.

And then when it doesn’t seem right. Getting an expert on site to take a look and make sure that your turbine is operating like you think it should and [00:23:00]it should be producing like it should, because if anything, we know right now production is key. We need those turbines up and running. Jon, you know, a lot of people call us and ask us, how do I get ahold of Za LR?

Do you have an email for Jon? How do people get ahold of you? I send ’em to your website, i wtg consulting.com. But they, you know, they want your mobile number, which I try to avoid giving them, but how do they, how do they reach you?

Jonathan Zalar: Um, the website, it’s got a form there. Um, they can also email me at Jay zr@iwtgconsulting.com.

Allen Hall 2025: Well, you can see Jon on LinkedIn. It has a lot of good posts on LinkedIn and you’ll see him. Around the country and the world at different symposiums and discussions about wind turbine operations. Uh, and you can always feel free to talk to Jon Jon’s easy to talk to. So Jon, so thank you so much for being on the podcast.

We love having you. Thanks for having me, guys. I appreciate it. It was [00:24:00] fun.

https://weatherguardwind.com/iwtg-consulting-failures/

Renewable Energy

GE Vernova Q2 Wind Losses, Envision AI Turbine for Fortescue

Published

7 hours ago

July 28, 2026

Alice Rush

Weather Guard Lightning Tech

GE Vernova Q2 Wind Losses, Envision AI Turbine for Fortescue

GE Vernova posts a record quarter as gas and grid surge while wind orders drop 40%. Plus Envision grid-connects its first AI turbine for Fortescue. Visit https://woma2027.com/ to register speaking and sponsorship interest!

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!

If you haven’t visited woma2027.com, you should do so right now because we are putting together all of the, uh, events at WOMA 2027, which is March 3rd through 5th in Melbourne at the Pullman, Matthew, Pullman East? Pullman East Melbourne. And it’s packed full. Our, in fact, actually, we have so many people applying to attend the event, we’re getting a little nervous on if the size of the venue is not large enough, and we, we have a lot of people already chime in wanting to be sponsors, which is great.

But I wanna talk about what you will experience at WOMA. We’ve done it for two years now, and the feedback has been great. And Yolanda, you’ve been to the one just this past February, and participated in panels and saw some of the, uh, workshops and was involved in a lot of WOMA 2026. What are you expecting in 2027, and what did you think of 2026?

Yolanda Padron: I thought [00:01:00] 2026 was great. I loved seeing everybody there. Uh, got to meet a lot of new people. It was, it was sweet. There was a lot of r- people returning from WOMA 2025, um, and a lot of new people that were told that that was the event to be at to learn about wind, which was really, really nice to hear. Uh, something that I loved, especially since we’ve been through quite a few conferences since then and before then, was just the fact that, like, you’re, you’re just talking about problems and just talking about solutions, and you’re talking about real stories, and it’s nothing that’s super, super public.

You know, like, you, you can have real conversations with real people. I know during a panel I mentioned a, a solution to an issue that I had seen that was kind of niche, and then, uh, like three minutes later, like I had had some people come up to me and we all talked about the problem that we saw and then [00:02:00]talked about their problem, and it was really similar, and obviously in a totally different continent.

And it was, it was good to, to be able to have those conversations that you usually wouldn’t have elsewhere, especially if everything’s just really, really public and just big and you’re having a lot of people sell at you, and it’s, it’s just something that we’ve really shied away from. What, what was your favorite part of it?

Matthew Stead: I, I think, um, it was really the fact that it was a a technical, useful, helpful conference rather than having some rando talking about things that they’re told to talk to you about

Allen Hall: It’s real answers from real problem solvers. And everybody’s gonna be in Melbourne on the 3rd through the 5th of March 2027.

If you’re interested in attending, you need to go to woma2027.com. If you’re interested in sponsoring, it’s also woma2027.com. There’s limited [00:03:00]sponsorship left, so if you wanna do something, you better get in quick. And if you wanna attend the event, and I suggest that you do, that you visit woma2027.com and get registered today

The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts

Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. It’s been a busy day as we record because GE just announced its second quarter earnings and a bunch of things about the business. They had an investor call early, early, early on the East Coast, and even earlier for those on the West Coast of the US, and it was a very good quarter for GE, but a really lopsided one.

Uh, GE Vernova reported second quarter orders of [00:04:00] $24.2 billion, up 88% with a backlog that has now climbed to $176 billion. Free cash came in at $5.1 billion. Man, $5.1 billion is a lot of cash, everybody, which is more than the company generated in all of last year. So they made more in one quarter in cash than made in all of last year, and management is raising its full year guidance, but the strength is coming from gas power and the electric grid, not from wind.

The wind segment saw orders fall 40% and revenue slip 10%, and the company still expects wind to lose about $400 million this year. Although in the investor call, they did say that the forecast for wind in Q3 and maybe even Q4 was to be essentially break even on the EBITDA scale. So that’s a, a, a good number.

It does seem like GE is being more [00:05:00] aggressive on pricing and selective on the projects they are choosing to participate with. Repowers was way down, if I remember correctly. Uh, they are not doing a lot of that at the moment. So there is a slowdown they’re seeing in wind, but they’re more than making up for it in gas turbines and electrification.

Orders for gas turbines are out to ’30, ’31, and I think they’re gonna close out all of ’30, ’31, um, book orders for gas turbines here shortly. So if you want a gas turbine, Matthew, you’re gonna have to get in line because your GE has a long list of, of clients in front of them. What does this mean for wind?

When I hear the discussion where GE is focused on gas and electrification because of the huge cash flow that comes in their door- Does that mean a good positive things for wind because they have the cash to kinda hang around wind? Or is it gonna be set aside for other [00:06:00] more profitable business segments?

Matthew Stead: mean, GE’s had a number of setbacks over the years. Um, you know, we know, we know all about them. We’ve been talking about them, you know, multiple times. But, you know, they’ve gotta just wait it out, don’t they? Um, you know, wind is not gonna go away, so they just need to wait it out, get their problems out of the way, get their cash flow in, build the order books again, just wait for things to improve.

Um, I, I think one thing I just wanna pull out, the Sands Ear, i- isn’t that a massive achievement?

Allen Hall: It is. It’s, it’s a colossal engineering achievement on its own. Forget about just delivering and manufacturing all those turbines and getting them installed. And that’s a pattern energy project, and Fairwind I think was involved with that in terms of project development, EPC items.

It’s huge. It’s gigantic. But it may be the last one we see in the United States for a while.

Matthew Stead: And but Vineyard, you know, they’ve gotta resolve that, don’t they? We’ve spoken about that before. Get that one out the way, clear out the decks and, yeah. That’ll come good.

Allen Hall: Rosemary, of our former GE [00:07:00] employees, I guess we have two of them here.

I’m one. Not of wind, but of another division. What’s your thoughts on GE Vernova at the minute?

Rosemary Barnes: These days I see them through the O&M lens. That’s how I work with them, is when my clients need support for all their wind farms and It’s just, it’s just never enough. It’s not a GE-specific thing. Uh, you know, across Australia, anybody with a full service agreement does not…

Uh, the, the company performing that agreement just gives the impression that they just do not have enough, um, uh, enough people. Y- you know? It’s just, just hands or maybe it’s budget. Uh, I guess it, it’s both at the same time. Yeah, I mean, I see some good things like their, the pace of new technologies has slowed and they’re consolidating, which was needed, but it’s just hard to imagine that it’s even gonna be enough considering how many fewer blade engineers that they’ve got now.

Like, how are they, [00:08:00] how are they going to get the, you know, the issues with the platforms that they are, uh, pushing, how are they gonna get all that under control with so many fewer engineers? And will they ever be able to, you know, go back to innovating a- again when they’ve lost so much of their, you know, institutional knowledge?

Allen Hall: Two things they did not mention during the phone call today or in any of the documents that I saw was TPI Composites and that EPC has acquired that and is now operating the factories, uh, making GE blades. And LM Wind Power was not discussed either, although LM Wind Power has been integrated into the overall financials of the company, so it’s not a standalone financial entity like it was last year.

So you can’t really r- read the tea leaves of what’s happening at LM, but nobody talked about or even asked on the investor call what was happening on the wind side. They were very interested in gas turbines and what the order rate was going to be, and GE was concerned [00:09:00] on their side, saying that they’re trying to ramp up production to make more gas turbines, but there’s limitations to how much they can do.

Rosemary Barnes: I guess that’s the s- the zeitgeist now, right? Or it’s the, I don’t know, like, it’s, it’s a sign of the times. Everyone’s obsessed with data centers, and for some reason, data centers are obsessed with gas turbines, um, even though, like, it’s not a fast solution to, uh, y- you know, to, to anything. So I don’t… You know, I’m not saying that building a, you know, a wind farm or solar farms, batteries, those are not without challenges.

But I really don’t think that the, yeah, gas turbine challenge is so much easier than the, um, yeah, than the renewables challenges. It’s a bit weird to me how everyone has just kind of latched onto, “Oh, you need new power, then it needs to be gas.” It’s just a bit weird to me.

Allen Hall: GE was predicting a peak of orders in gas turbines to happen sometime in 2026.

They, they think that the demand curve is gonna trend downward because everybody is already in [00:10:00] line essentially, and it’s five years out, so not many other people are gonna join that line to make it seven, eight years out That also indicates that sort of the d- the demand for gas turbines may be waning a little bit, or there’s just a backlog, they just can’t produce more.

Is that going to then maybe finally open up the best solar wind discussion for AI data centers?

Rosemary Barnes: Yeah, I wonder if it’s partly because y- you know, in a lot of cases… So people wanna build data centers, and then those data centers need power. You can’t just plug into the grid in an easy, timely manner. So then now they’ve gotta BYO their own power, and in fact, in Australia they’ve just announced a, a policy where you will have to…

You can bring your own power, and it will have to be renewable, actually, in Australia. So, um, at least that’s, at least that’s a win for, you know, generation source.

Allen Hall: Yeah. The, the AI data center discussion and gas turbines in the United States has more recently been focused [00:11:00] on, on the AI data centers that use those gas turbines, and the number of gas turbines that they’re choosing, and that they’re choosing gas turbines that fall under some sort of EPA threshold on size.

And what is happening, and which, uh, SpaceX has done and some others have done, is they go underneath that threshold on the size of the gas turbines, and then they, you know, and they daisy chain them together, right? So you, you… Instead of having one massive, I don’t know, two-megawatt generator of some sort, you have a bunch of 200 kilowatts, and you just stack them all together.

And the concern is, is that are some of these data centers violating EPA, the… If not the actual rule or the intent of the rule in terms of emissions, and it’s causing a little bit of a stink. It’s, it’s raised enough of, uh, the noise floor about it that you’re, you’re hearing it on podcasts, you’re hearing people involved in AI data ce- [00:12:00] data centers push back on it saying, “It’s all legal.

It’s all legal.” So it’s gonna come to a head pretty quickly in the United States.

Rosemary Barnes: It was some real, like, real sketchy loophole finding, right? Like, I can’t remember the exact wording, but you’re not supposed to be able to just chuck in a diesel generator or a gas turbine in without any kind of planning, right?

But they found a loophole where it’s like, okay, well, you know, it’s just like a truck except for that there’s no truck, and so it was called, like- off-road or non-road use or something. And it’s just, like, clearly not the, um, the meaning of the, of the law, right? The spirit of the law had, like, obviously been broken.

In Australia we have a saying, the pub test. It doesn’t pass the pub test. Like, if you said that to someone in a pub, then they would be like, “What the hell is that? That is not right.” They have closed the loophole. However, I think that they also kind of quietly just allowed them to keep the ones that they had or had planned or something, so [00:13:00] it’s, like, overall by far not ideal.

But I think that it’s just, like, you can, you can do that for a single site, but it’s obviously, like, the more that you do ridiculous stuff like that, that you lose the community ac- acceptance, which they barely had and definitely don’t really have anymore. Um, and secondly, yeah, like people, uh, people close the loophole and they respond.

It’s, it’s much better, and we see it with wind as well. Like, yeah, you can do things technically by the law, but if you wanna have a, you know, sustainable, uh, industry through the years, through the decades, you actually have to kind of, you know, think, “What happens if I do y- push to the furthest extent of the law, um, to get away with whatever I can?”

What’s gonna happen is regulation is gonna come down on you and you’ll lose the ability to kind of self-regulate.

Allen Hall: We’re gonna take a quick break, but when we come back we’ll meet a wind turbine that runs on artificial intelligence, Rosie.[00:14:00]

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In the red dirt of Western Australia, a mining company and a Chinese turbine maker are trying something new. Envision Energy says it has grid connected its first [00:15:00] artificial intelligence wind turbine prototype for Fortescue’s Nullagine Wind Project in Pilbara. The full project will use 17 of Envision’s EN182 turbines, each rated for 7.8 megawatts and built to handle mining sites, desert heat, and tough grid rules.

The turbines- The turbines pair a self-erecting tower from Nabler Wind with a hub standing an astonishing 188 meters tall. Behind it all sits Envision’s Energy Foundation Model software that company calls the world’s largest physical AI system. The goal is to swap diesel and gas for wind across the mine’s fleet and processing sites.

So this is an effort by Fortescue to power mining operations with electricity. It’s a pretty ex- exciting [00:16:00] project if you’re watching. The Envision artificial intelligence piece is an aspect that I didn’t know much about, and I still am trying to gather more information on, because there’s not a ton of info about what AI means in terms of a physical system.

And maybe Rosie, you know a little bit more, or Yolande, you can brief us on what this really is.

Rosemary Barnes: We just need to start with a pronunciation lesson, Allen. Sorry.

Matthew Stead: Not Pilbara, Pilbara. Pilbara.

Rosemary Barnes: I, I don’t actually… I hadn’t heard that part about AI and that it doesn’t… I, I don’t know. It’s, it’s such a buzzword that it might not mean anything, you know.

However, there’s so many cool aspects to that project that aren’t related to AI. Um, yeah, the tower height, the tower erection technology. I’m interested to hear that they have taken the heat of the environment into [00:17:00] consideration, ’cause that’s one of the, my obsessions actually, as long as I’ve been working on wind turbines, and ever since I found out how, you know, the materials qualification and certification process works, that it just doesn’t take into account the really high temperatures.

That’s one of the projects that Padlo has going on at the moment, is, um, putting sensors on some turbines to, like, look into that more. Um, yeah, because we do see in Australia a lot of sites have, you know, even within a few years, they might have 20 years of operation left, but we already see a whole lot of cracks that look suspiciously like end of, end of life fatigue cracks on them.

So yeah, we are looking into that more, and it’s very interesting to hear that Envision have taken the heat into consideration. I hope it includes the blade structure as well as just, you know, other turbine components, electronics, and that sort of thing.

Allen Hall: It does sound like they’re pairing batteries or BESS with wind turbines, where the BESS is located at the base of the turbine.

That would make sense in [00:18:00] Australia, particularly around where mines are, because it tends to be very remote, and storing electricity would make sense. The Discussions I’ve seen on YouTube deal with more on the energy trading side, that the wind turbine stores energy, of course, and it does it very efficiently into the best system, and then the AI system sits on top of that to help arbitrage the energy that’s stored in the battery to make more money.

Not a bad way of doing it, but it does lead to a ton of questions about national security, the use of AI, the, uh, and how this is all going to integrate together from a asset manager side. Yolande, I know in the United States we have a lot of restrictions about the technology that is in wind turbines and the, and the firewalls that exist there, where you, you can’t even plug into a wind turbine without having a lot of approvals.

Is AI coming in wind [00:19:00] turbines in the US and the rest of the world, or is this mostly a Western Australia event?

Yolanda Padron: We talked a little bit about a trading company a couple episodes ago, right? And that was a… It sounded like it’s, it’s coming. Um, I, when I first read the article that we’re talking about for Fortescue, I thought this was more of, like, a SCADA self-learning AI type thing, where, like It, it kind of learns from the, from itself, and then maybe it, it tells you you’re more likely to be seeing some sort of blade issue that wasn’t shown before

Rosemary Barnes: I heard, um, Andrew Forrest speak at a smart energy conference earlier this year, and he was talking about not for, um, not for wind, but for the solar and battery projects that they’ve already got there.

He called it a self-healing grid, and AI was the technology that enabled that. And so he, [00:20:00] he was saying, and I can’t remember the, the details specifically either, but when there was a, a disturbance, something that would’ve caused the, you know, without the AI, um, you know, layer looking after everything, a fault that would’ve shut the whole site down was able to self, self-heal with no interruption to supply.

Um, and that that was the kind of AI that, uh, they were talking about. I believe that the new wind farm addition to that is the same sort of thing, where they’re looking at, you know, a very complex system with… I mean, they don’t have energy prices to deal with, uh, in that case because it’s self-contained.

They’re not conne- connected to any external grid. Um, but you know, they’ve got wind, they’ve got solar, they’ve got, uh, so obviously weather conditions related to those two going on. They’ve got batteries, they’ve got, you know, yeah, the, um, availability of every single different… of probably many [00:21:00] thousands of different components in that system that, um, y- you know, you need to make sure that if there’s a failure or when there’s a failure in any one or combination of those things, that you’re always going to be able to reroute around that and kind of heal itself.

So it probably does include some of, of what you were saying, Yolanda, but I think when they say this is the biggest physical AI, like, I think that that might be a little bit of a meaningless term because y- you know, like, there’s AI… It, it could be like… I, I don’t know. It, like, what, what does that mean?

Like, if you have AI that is, um, you know, playing some role in controlling America’s electricity grids, then that would be the biggest, the biggest one, even if it was, you know, like a tiny little, playing a tiny role. I, I, I don’t know what that specifically means and… Is it bad marketing ’cause it’s just confusing and makes you assume that it’s, um, just meaningless buzzword cool [00:22:00]sounding thing

Allen Hall: It’s probably genius marketing because they attach AI to whatever the product is.

So we have AI lightning diverters at Weather Guard. EOLOGIX-PING has AI CMS, and Partload has whatever Partload does, AI-Partload. So that’s the smart move, th- uh, because it does seem to raise the value

Rosemary Barnes: But you know what? Partload is anti-AI because 90% of our work is you get, you know, drone inspections, and they use AI, and then it w- and it works really, w- it works really…

I’d never wanna make it sound like it is bad technology because, you know, the status quo before we had drones with using AI was to just not inspect your blades. So, you know, like, we’re doing much better than that now. But everything that we do is where AI was not able to do it or AI did it wrong. So y- you know, um, like I- we use AI in that everything that comes into us is AI.

Allen Hall: Well, if the same AI [00:23:00] technology that is reviewing blade images is being applied inside of a wind turbine, what do you see as a likely outcome there, Rosemary?

Rosemary Barnes: Well, it’s not, I mean, it’s not the, it’s not the same. And like I said, uh, it’s very easy for me to be like, “Oh, AI, you know, makes all these mistakes,” but it, I only see the mistakes.

I don’t see the 90%-plus of correctly categorized things. I don’t, they’re not relevant to me. Um- Uh, but I think for controlling a complex system, like it, it is… That, that’s a really great application. I mean, I think it’s like with any like super hyped up technology, it’s like really useful in a few things, and that’s what leads to the hype, and then people start to just wanna apply it everywhere.

It becomes the, you know, like when the only tool you’ve got is a hammer, everything looks like a nail. Like, that’s where we’re at. Like AI is this, um, is this hammer that we’ve got, and everyone wants to solve every problem with it. And I do it myself, you know. Like I hate writing LinkedIn posts, and so I’ll work with, with Claude or, um, I [00:24:00] use NotebookLM as well to, you know, I draft my LinkedIn post.

And you’re like, “Well, th- no, that sucks. Do this, do this, do this.” And then, you know, like half an hour later, you’re like, okay, I could very easily have written my own post in less time, and I could… I, I try again and again because I just, I, uh, you know, hate that kind of writing so much. But yeah, I think that like economy-wide, that’s the problem, that everyone is just trying to whack every problem with AI regardless of whether it’s the right one.

Allen Hall: Okay, so there’s gonna be products that are gonna incorporate AI or have AI somewhere hyphenated in the name of the product. What products should not be using AI right now?

Matthew Stead: Yeah, I think there’s… Uh, I wanna add to the… You know, go back a few steps. That calling this the largest, you know, physical AI device is complete rubbish really.

That’s stupid, really. It’s like, like, like what you said, Rosie. It’s like putting an AI machine on a road, and then it becomes the world’s largest AI infrastructure. I mean, that was, that was pretty stupid, um, [00:25:00] really. And that, that’s just marketing. My, my view is if you can’t explain what it does, you shouldn’t be using the word AI So in marketing, you know, you can’t just say, “Oh, it’s AI ’cause I don’t understand what it does.”

You should actually be able to explain, “This is what this product does, and this is why it does it, and we use AI to help make that occur in a smart way.” Rather than just being randomly talking about, um, AI solving all of these complex issues and not actually knowing how it’s done is rubbish.

Rosemary Barnes: To answer your question, Allen, I think AI shouldn’t be used for most creative stuff.

Like video, um, creation, everybody hates it, and companies keep on pushing it, and it sucks. And I think also it’s kind of… It, it makes people so angry, I think it’s gonna backfire if it hasn’t already for most, [00:26:00] most people that are using it. Um, yeah, so that would be one thing. And also, uh, you shouldn’t use too much AI for, like, I see it heaps on LinkedIn now, and it’s, it’s kind of…

Like, at the first time you use AI, you’re like, “Whoa, th- this is pretty, pretty good. Like, this is something, you know, like I could… That’s very similar to the stuff that I, yeah, used to post on LinkedIn or the infographics that I used to make.” But the issue is that, like, it looks that way the first time, but then once you use it a bit and you can recognize that it’s AI, then you see it everywhere and it, it turns you, really turns you off whoever’s put it out there.

And so, like, there’s so much on LinkedIn now where it’s, like, just AI-generated things. It’s… Even if, you know, like, if an expert has created it and edited it afterwards and made sure that the output is accurate, then I wouldn’t call it AI slop. But it is also, like, it’s always too [00:27:00] wordy. It’s, um, you know, it’s just like the style is just clearly e- the h- if the point is that you’re trying to express, “I’m an expert.

These are my expert opinions. I know what I’m talking about,” AI is not doing that for you. Like, you write your post or create your graphic with AI, it’s just not doing that for you. So I think that that is another example of where people shouldn’t be using AI.

Allen Hall: That wraps up another episode of the Uptime Wind Energy podcast.

If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And please, please, please don’t forget to subscribe so you never miss an episode.

For Rosie, Yolande, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:28:00] podcast.

GE Vernova Q2 Wind Losses, Envision AI Turbine for Fortescue

Renewable Energy

Public Education Is the Keystone to a Strong Society

Published

15 hours ago

July 27, 2026

Alice Rush

As we’re learning, declining educational standards leads to ignorance, ignorance leads to Trumpism, and Trumpism leads to us to the brink of authoritrianismthe end of democracy.