Weather Guard Lightning Tech

IWTG Consulting on Pitch Bearing Cracks, Loose Root Inserts
Jon Zalar, founder of IWTG Consulting, joins to discuss broken blade bolts, cracked pitch bearings, loose root inserts, and early detection.
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Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow
Allen Hall: Jon, welcome back to the program.
Jon Zalar: Thanks for having me.
Allen Hall: Uh, last time I saw you, we were in Melbourne- Yep … at WOMA 2026, and that was a huge event. We know we’re gonna do it again next year in March three, the 3rd through the 5th, so you’re invited back, of course- I can’t wait … if you can make it. Yeah. Yeah.
It’s gonna be, it’s gonna be a good time. A lot is happening in the blade world and in the wind turbine world more broadly. A lot of things we’re hearing right now are related to blade bolt connection, pitch bearing inserts still. A lot of that still happening in the United States. What is the current status of, uh, the blade connection issues in the US?
I,
Jon Zalar: I feel like it’s a growing [00:01:00] issue, not super, super fast, but it seems to be getting a little worse. There’s, you know, more bolts breaking at that joint. Um, pitch bearing cracks are, seem to be pretty common. There’s different solutions for it, and then, you know, the root inserts are another thing that we’ve talked about before that seem to be happening more and more, or maybe more and more people are finding them ’cause they’re looking.
Allen Hall: What are the first indications that you have a blade bolt or some sort of joint issue at the root of a blade? What can you see?
Jon Zalar: A bolt laying in the hub bouncing around. Um, you know, from like a– looking at it from, like, the sensors on the turbine, it’s really hard to tell unless it gets really bad. Uh, some of the OEMs have some analytics developed to kinda start to indicate if there is a aero change because there’s missing bolts or root inserts are coming out, and they’re using that as a way to go figure out which ones to go inspect first.
Allen Hall: Really? Yeah. You think [00:02:00] the SCADA data will give you some indication that you have a, basically a little bit of a loose blade?
Jon Zalar: Yeah. I, I, I think because the number of turbines and the number of data points you have, I think there is a pretty good analytic out there right now.
Allen Hall: Wow. All right. I think a lot of our operators have not taken advantage of that.
Is, is that just b- based on the high-speed data, SCADA data, or is it low-speed data you could see that same effect?
Jon Zalar: I believe it’s on the low-speed data as well, but I bet the high-speed data was used to kinda develop it.
Allen Hall: Wow. All right. So that’s a huge help to operators. Yeah. So what are you looking for if you’re looking through SCADA data, what would be the couple of markers there that say, “Hey, maybe we ought to go look up at the– in the hub”?
Jon Zalar: I don’t know exactly what they’re using, but they would basically look for maybe an imbalance or looking for certain components that are being overworked.
Allen Hall: Oh, sure. Okay.
Jon Zalar: Yeah.
Allen Hall: So your pitch actuator may be getting a little bit overworked. It would seem like one of the places- I think that, yeah … that would get loaded, right?
Jon Zalar: Mm-hmm.
Allen Hall: Okay. [00:03:00] And any vibration monitoring going on? Because it, it, uh, in some cases you’re– I’m hearing, like, millimeter gaps-
Jon Zalar: Correct. Yeah …
Allen Hall: between the blade and the pitch bearing.
Jon Zalar: So probably a combination of the ALC sensors, at least on a GE turbine, looking at that. But the PCH box also is looking at the tower vibration, so it could be a combination of all three.
I don’t know the exact- Okay … details, but between all of that, I think there are some analytics that kinda say, “Hey, go take a look.” And then I think there’s some other companies that have- tools that go monitor it.
Allen Hall: Mm-hmm.
Jon Zalar: Dial indicators remotely or even, you know, people going up there with dial indicators to go kind of rotate the rotor and kind of see if there is gapping between the blade and the pitch bearing.
Allen Hall: Is that a safe situation in your– from the gapping? I’ve heard this where they’ve basically took shims and they’re trying to measure this gap or some sort of dial indication. Is that a smart thing to do? Is it even reliable to do it that way? [00:04:00]
Jon Zalar: I, I, I think there’s some reliability there. And like, you know, these are really big parts, right?
So like a little bit of gap, it, it’s probably expected to a point, but growing gaps is where you should be a little more scared.
Allen Hall: So you’re– you would have to go do that quarterly, monthly, weekly? How, how often would you have to do it to see the progression? Because I’ve heard stories of, uh, a couple of weeks from nothing to hub crack to, “Oh, it took a year or more.”
Jon Zalar: I think it depends on the issue. I think for– if you’re looking at that, the bolted joint itself between the root inserts and the, uh, bolts breaking itself, I, I think they’re doing about quarterly. Now, the pitch bearings inspections are also quarterly. They’re al- they’re, they’re leveraging the drone inspections for the blades, and they’re looking at the pitch bearings to see if they’re cracked, right?
Uh, you guys are doing that too.
Allen Hall: Okay.
Jon Zalar: I think Coraly is doing a good job mitigating the risk, feels like.
Allen Hall: Wow. All right. [00:05:00] Yolanda, looking at pitch bearings, you’ve looked at a lot of drone images in your lifetime. Mm-hmm. How much can you see on drone images on pitch bearings? Can you see cracks and, or y- or do you see grease, which is a really indication that something is wrong in the bearing?
Yolanda Padron: You can see grease. You can see the cracks pretty, pretty well. Yeah. The drone images are, are really high quality. Uh, but you did mention that it’s something that you’re seeing a lot more. Is it because there’s a lot more aging fleets, or is it a problem with a lot of the new turbines that are coming online?
Jon Zalar: I, I think it’s an, I think it’s a more of a fatigue problem, so the aging of the fleet. And also, I think more people are looking at it, right? ‘Cause, like, initially the drones that were looking for blade cracks weren’t looking at pitch bearings, but then pitch bearings started cracking, so now they added that to whatever they buy off the drone companies, right?
Go look at my pitch bearings, for example.
Allen Hall: Hmm.
Jon Zalar: So I, I think it’s a problem of the more you look sometimes, the more you find.
Yolanda Padron: Hmm.
Jon Zalar: Yeah.
Allen Hall: So we [00:06:00] have root insert issues, which are being addressed by a couple of different companies- Yes … uh, uh, with somewhat similar solutions. OEM is offering one right now also.
Jon Zalar: I, I think there’s three solutions. There’s two uptower that are basically looking at ways to go fill the void between the root insert itself and the blade root. Um, and I– there’s another company that’s also more of a downtower solution where they’re actually, like, r- drilling out the root inserts and putting new ones in that are gonna last better, longer.
Allen Hall: Okay. So the drilling out is, would be CNC onsite. Correct.
Jon Zalar: Yeah.
Allen Hall: And they’re based over in Europe. But th- the drilling out is a take the blade down, set it on the ground sort of- Yeah. Right … doing really fine machining on the, on the blade itself. So that, that’s a different, completely different insert that’s going into that-
Jon Zalar: Correct
Allen Hall: new hole or- Yep … clean hole, right? So it’s a, just a, uh, totally different kind of product versus trying to inject [00:07:00] some s- sort of epoxy or resin into the, the void.
Jon Zalar: Right. Yeah. Uh, I mean, you would prefer to do it uptower. It’s gonna cost you less money.
Allen Hall: Sure.
Jon Zalar: But you wanna make sure you do it right, so I think, uh, I do foresee it being a combination of both solutions kinda going forward.
Allen Hall: Is it dependent upon, like, how much damage has been already done, or what the fatigue w- uh, an estimate on what the fatigue life is?
Jon Zalar: I think it’s strictly on measurement perspective right now. So how much gapping you have, um, kinda determines what potential solutions you have.
Allen Hall: So the gaps aren’t big, right?
So the, the gaps I hear are one millimeter is k- kind of sort of start a problem.
Jon Zalar: Mm-hmm.
Allen Hall: Three millimeters is, “I need to be making decisions.”
Jon Zalar: Yeah. So- That, that’s what I’ve heard, too. Yes.
Allen Hall: Three millimeters is about a eighth of an inch.
Jon Zalar: Mm-hmm.
Allen Hall: So it’s not a lot of m-
Jon Zalar: But you can see sunlight through it if you’re s- down there.
Allen Hall: Okay. That’s not… Well, you should see. That’s not
Jon Zalar: good either. Yeah.
Allen Hall: Right. Okay. So in a, in a three millimeter situation then, you’re doing what? [00:08:00]
Jon Zalar: You’re trying to decide if the uptower solutions are something you wanna go try, ’cause they’re still in the trial mode from my understanding or-
Allen Hall: Okay …
Jon Zalar: people are learning a lot.
So I think when you get to that point, you’re calling some of those companies to say, “Hey, I have this issue. I got a couple blades with, you know, .3. Can you guy- you guys wanna come take a look at it, see if your solutions, if you guys wanna go use it or not?” And then I think the ones that get too bad, from my understanding right now, is they’re, they’re replacing the blades.
Allen Hall: So they’re taking the whole blade down.
Jon Zalar: Yes.
Allen Hall: And what’s the thought process in that? Uh, versus drilling out the inserts and putting new inserts in. Is there just a composite degradation that’s happened around those joints that it just puts it at risk or, or you have actually aged the blade much faster than you would otherwise have done?
Jon Zalar: I, I think they aged that particular connection too much. So I, I- Wow … either between the [00:09:00] fatigue or lack of epoxy resin, w- whatever the actual root cause is for that root insert coming out, when it gets that bad, it’s like you’re not gonna be able to inject enough To make it adhere
Allen Hall: You can’t de-age it.
Jon Zalar: Correct.
Allen Hall: Right?
Jon Zalar: Yeah.
Allen Hall: Bring back the youthfulness of the blade. Wow. All right. And we have seen this worldwide. I know in the, in the States you hear about it all the time, but it, this seems to be not a US- Correct … problem.
Jon Zalar: It’s a worldwide problem, yes.
Allen Hall: Okay. So if, if it’s a worldwide problem, are there more solutions on the way?
I know you talked about three of them already.
Jon Zalar: I have not heard of any other ones except those three as of today.
Allen Hall: Wow.
Jon Zalar: There could be other people working on it. I think there should be.
Allen Hall: So, yeah. You would think so, yeah. So we’ll, I guess we’ll eventually hear about it on the podcast. Usually people with technology will contact us.
They might call,
Jon Zalar: yeah. They might call you, they might call you tomorrow.
Allen Hall: Sure, they may. So that leads to sort of a subsequent issue, which I think is getting grouped together. So the [00:10:00] hub crack, pitch bearing crack, root insert pullout issue is also discussed with blade bolts being broken.
Jon Zalar: Correct.
Allen Hall: Are they related or are they separate engineering problems?
Jon Zalar: If you look at them individually, you’d probably come up with some separate answers, but if you combine them all together, you kind of start looking at is there too much loading happening in the leading and trailing edge of the blade? ‘Cause the hub cracks, the root inserts, and the blade bolts, from my understanding, are happening at those two highly loaded areas of the, the blade or that whole rotor connection.
So I mean, I do feel the root cause is probably a little higher loads than anticipated.
Allen Hall: I think everybody’s talked about when they’ve done the injection method and the drilling method, all they’re discussing is leading edge, trailing edge.
Jon Zalar: Yes.
Allen Hall: And how– It’s a question of how many- Correct … are you gonna replace.
So th- [00:11:00] that’s, those are the two highly loaded spots on the bolted connection.
Jon Zalar: Correct.
Allen Hall: And that’s where blade bolts are also breaking or, or the bolts breaking elsewhere around the periphery?
Jon Zalar: I don’t have all the data, but what I had seen, it’s very similar areas.
Allen Hall: So if you don’t pull the insert out, you’re then loading the bolt.
Cr- Right It’s one or the other, right? Right. Yeah. So the, the, the load path is the load path, so it’s coming through the insert into the bolt. Bolt’s carrying it into the pitch bearing. Pitch bearing’s carrying it into the hub.
Jon Zalar: Correct.
Allen Hall: Hub carrying it downtower. So eventually, one of those, uh, links in the chain is- The weakest.
Yeah … is, is the le- is the weakest. What is it about blade bolts that is so dangerous? We hear– we walk onsite to an O&M building, there are signs saying, you know, “Pay attention for loose bolts. Look around on the ground for loose bolts.” We’re gonna– and as electrical engineer, like, “Whoa.” Bolts should not be falling out of this tower.
What i- what is that sort of sequence where a [00:12:00] bolt would escape from the nacelle?
Jon Zalar: So let’s just use one bolt. One bolt breaks, falls in the hub, bouncing around, doing some– potentially doing some damage inside the hub. And ’cause these turbines, you don’t need to go out there every day ’cause they do run pretty good, right?
Right. You just do your regular maintenance. And if you don’t really know about that, ’cause, like, it bounces around for a while, then it usually gets, like, lodged behind a, uh, either center box or pitch cabinet or actually in the front sometimes. Kinda don’t know it happened. But, you know, frees itself up, keeps bouncing around, it, it could escape through the hatch covers ’cause, you know, people have to get into the hub anyway.
And I’m sure a lot of people listening here that have sites, like, you know, probably found some bolts laying on the ground, which is a little scary.
Allen Hall: Right. So is, is the busting the hatch opening levers? I know there, there’s a couple different ways to get into that hatch. Yeah. But, uh, is it just completely busting the hatch?
Yeah. So it’s– [00:13:00] okay. So you see a– so if you see a loose hatch panel, you have an issue. You probably gotta be careful about coming up on that turbine?
Jon Zalar: Potentially. A lot, a lot of hatches are, you know, not always maintained well.
Allen Hall: Right. I’ve seen them, I’ve seen loose ones, yeah.
Jon Zalar: Yeah.
Allen Hall: Okay. So that, that would be a sign that– but though if, if you’re approaching a turbine, one look on the ground.
And Yolando, you, you’ve seen a lot of turbines. So are you, are we looking on the ground and seeing what’s around the turbine before we approach the turbine now? Yeah. Just, just a sanity check?
Yolanda Padron: Yeah. Be aware also of what’s happening on site, right? Because if it’s some- if it’s a problem on site, you need to be extra careful when you’re approaching any turbine there.
Uh, is it something that people maybe should start thinking about implementing, like, a sensors earlier on than when they’re seeing the issue actually happen?
Jon Zalar: Yeah. I, I, I think that’s a potential, ’cause it, the quicker you catch it, the less damage you’re gonna do, and it also reduce the risk of [00:14:00] it, um, falling out of the hub And I’ve worked with a couple of my, uh, customers for some, like, potential ways to detect it.
Still kind of trialing it right now. But I, I do think there’s gonna be some benefit from a safety reduction, but also from a strictly a damage. ‘Cause, like, you get a couple bolts bouncing around there, and you bang up some cabinets or some pitch motors, that’s expensive and hard to go fix.
Yolanda Padron: Yeah, we were talking about it earlier too.
Like, it goes down, it can hit a transformer, it can hit, like, a truck or someone.
Jon Zalar: Chance of it hitting someone. Yeah. I mean, I don’t care what hard hat you have on, it’s not gonna do anything.
Yolanda Padron: Yeah.
Allen Hall: So what kind of sensor should you be putting onto the turbine if you don’t have access to the SCADA data or you don’t know what the correct algorithm is to suss out there’s something wrong up there?
But a, a bolt breaking is not gonna be something that a SCADA would even pick up, I don’t think. One bolt out of the whole- Yeah. No.
Jon Zalar: No way. Okay. I mean, there’s a– I think there’s, like, [00:15:00]one company looking at more of a, like, mechanical way to, like, prevent the bolt from coming out. I forgot the name of it.
Allen Hall: Okay.
Jon Zalar: Um, and then what I was looking at was more of a, like, you know, microphone type detection to kind of listen for that.
Allen Hall: It would make a lot of noise.
Jon Zalar: Yeah. It seems like it works. It, um, yeah, still more development needed on my end.
Allen Hall: So- The engineer in me was, is saying, “Why are we not putting strain gauges on bolts?”
I picked on the leading and the trailing. It’s like right dead center there to look at, even if it’s just two strain gauge bolts to see what the loads are.
Jon Zalar: So like there are s- there are bolts that are, or that are made with the strain gauges built in that you can use to go, you know, monitor that. But you also need to understand like what was the design intent.
So unless you’re working with the OEM, you don’t really know what you’re seeing is good or bad. You just say, “Oh-
Allen Hall: You just see a number.
Jon Zalar: Yeah. Right. I mean like, and if you install, I don’t know, four, you’d be like, “All right. Leading and trailing edge are higher [00:16:00] than the other two.” Well, yeah, it’s supposed to be, but like is a 10% difference expected or not expected?
Allen Hall: Is that something where if you’re, especially if you’re in a full service agreement, and a lot of these turbines are- Yeah … for the first couple of years, if you were to do that, it’s something you would just say to the OEM, “Hey, this is, these are the loads we’re seeing from the strain gauges on these bolts.
Does this make sense to you?” Or, or would an OEM just not even respond to that kind of inquiry?
Jon Zalar: I mean, I think it’s all about relationship with the OEM. I, I, I think
Allen Hall: it- I think they would wanna know.
Jon Zalar: I have a feeling they probably are looking.
Allen Hall: Okay.
Jon Zalar: I mean, ’cause I mean they have the test turbines too that they probab- that, that I know they have instrumented heavily.
Allen Hall: Yeah. So they, they’re probably getting at least some feedback. Th- that’s the problem. Yeah. And you worked on the other side, right? I have. So you worked for an OEM doing the RTAs. The first problem is you don’t have data, so now you gotta go get the data.
Jon Zalar: Correct.
Allen Hall: And that data is not available tomorrow. No.
‘Cause you’re gonna have to go run some sort of design of experiment to go figure out if [00:17:00] there is even a true problem or even what the root causes could be.
Jon Zalar: And it, and it’s expensive to go instrument a blade and get the data back at the right speed and connected to the turbine data. I mean, I rem- I, I used to say it’s about like 300 to 500,000 to go put a couple gauges on a blade just with all the equipment you need to get the data correct.
Allen Hall: To get the right data.
Jon Zalar: Get the right data at the right frequency connected to the controller. It’s, it’s very expensive.
Allen Hall: Wow. Okay. Yeah. I, I don’t, I don’t see a lot of operators doing that.
Jon Zalar: And especially connecting it to the operating data, right? So like if you go put a strain gauge and I don’t know, you’re curtailed, you’re only making, I don’t know, a megawatt- Doesn’t matter.
And if you don’t know what the turbine’s doing and you’re looking at this, like, strain gauge data, it’s really hard to correlate anything.
Allen Hall: So you need a full suite of data. Yeah. That includes weather data- Yeah … at some level, right? Gust winds and- Oh,
Jon Zalar: yeah …
Allen Hall: average wind speed. You need the anemometer. You need which, which way [00:18:00] the n- cell’s pointing.
Y- uh, you would need a lot of information- And what the controller’s- … to even suss it out …
Jon Zalar: and what the controller’s doing, right? Right. ‘Cause, like, every turbine, the controller’s trying to, like, you know, balance the rotor the whole time. It’s trying to, you know, micro pitch depending on what the winds are doing.
And if you don’t know what all that stuff’s doing, like, it’s really hard to correlate a strain gauge measurement to is that bad or not.
Allen Hall: It’s a complicated problem.
Jon Zalar: Yes. That’s why RCAs take, you know, a long time, and they’re not done in two weeks.
Allen Hall: No, they’re done in a year.
Jon Zalar: Yeah.
Allen Hall: Typically, or longer. So what should an operator be thinking about now?
If, if we s- get our drone images back, we’re scanning through them like, “Oh, there’s a crack” What am I doing next besides calling you and connecting to your LinkedIn page?
Jon Zalar: So right now with the pitch bearing crack, um, some of the OEMs are providing stiffener plates to put over the crack and try to run it.
Allen Hall: So that’s a doubler plate, basically. A double plate. Doubler
Jon Zalar: plate, yes. [00:19:00]
Allen Hall: Yeah. Okay. So even in a, in a crack scenario, that pitch bearing, if given mechanical support, can run like that?
Jon Zalar: That’s my understanding, yes. That, that potentially could run for some period of time. I don’t know if it’ll make it 20 years or not, but it’ll buy you time for sure.
Allen Hall: Does that involve a crane to do that work or is that just… My recollection, that was in pieces, like there, it’s not a ring, it’s a, a couple of pieces that you’d be able to bolt on without taking the-
Jon Zalar: No, it’s a- … blade down … it’s a, it’s a single piece that-
Allen Hall: It’s like a single casting kind of thing.
Jon Zalar: Right. And I, I think you need some like small crane, like a jig crane or one of those-
Allen Hall: Just to support the blade while you do it?
Jon Zalar: And to go put it in, right. Okay. Yeah, I don’t think, you’re not taking the blade off. You’re not taking the
Allen Hall: blade down.
Jon Zalar: Correct. Yeah. It’s, it’s done with the blade up there.
Allen Hall: Okay.
Jon Zalar: You’re putting new, putting longer studs in and putting the plate on.
Allen Hall: So first step is let’s get the joint reinforced. Right.
That’s the easy first step.
Jon Zalar: Right. Although there has been some cases where since [00:20:00]you’ve put that stiffener plate on, the loads get spread out to the end of the plate, and then you- Sure … you could see cracks there.
Allen Hall: Okay. All right. So the loads- It, that- … have to go somewhere …
Jon Zalar: loads have to go somewhere. That’s, that is a bottom line.
Allen Hall: All right. So you’re just changing where the load path is, so you have to be cognizant of that. Okay. Sure. Fine. But if you have, uh, especially in the United States, you don’t have 10 of these turbines, you have 50, 100- 100 … 200, 300 of these things, or thousands as it, as it turns out. Are there simple solutions that can be applied to, just to give me a sense, like that turbine’s having a problem, but the one next to it’s not, and, and just, just from a maintenance spin standpoint where I’m not just blanketing everything and trying to do everything to all these turbines at once, how do I, how do I manage this?
Jon Zalar: I, I think it’s like being very observant. So like, you know, making sure you’re looking at the pitch bearings from the drone images, right? Um, also talking [00:21:00] to your maintenance people like, “Hey, are, are you finding a bunch of broken bolts? Like, what positions?” Like, you know, if I was back at the OEM, I would like to have as much data as possible on this issue.
Like how many bolts are, when did you find them, what positions? A lot of times we, when I was there, like we would not get all that information, so it’s like really hard to run an RCA without that information.
Allen Hall: Sure. Yeah, where did this bolt break in the ring?
Jon Zalar: Right.
Allen Hall: Could tell you a lot. Is it just a b- bad lot of bolts, or is it something more load related?
Jon Zalar: Correct.
Allen Hall: Wow. Okay.
Yolanda Padron: Yeah, I think that’s a really good point, too, to make sure that you’re connected with like every stage of the operations. ‘Cause I know that everybody’s obviously really, really busy on a wind farm, but it’s really common for like an engineer to have certain data and the site team to just be running around and having a lot of data, but maybe they don’t realize that, oh, it’s important to know how many bolts per tower are coming down.
Jon Zalar: Correct. Yeah
Allen Hall: That’s a lot of work
Jon Zalar: It definitely-
Allen Hall: It’s a tremendous effort if you’re gonna [00:22:00] go after this problem and, and solve it RCS
Jon Zalar: are hard. They
Allen Hall: are. Yeah. All of it. Yeah. Machines are complicated today. There’s a lot of computer-driven s- things about them, and then you have these loading issues, and you have composite materials.
Th- there’s just, y-
Jon Zalar: you got to get- It’s a very complex
Allen Hall: It’s a machine, right? Yeah. It’s a complex machine. So how do people reach out to… You’re, you’re the head of IWTG, which is based in South Carolina, but you do consulting worldwide. Yes. And, and you are a huge resource because you understand the complexities of these problems.
How do people get ahold of you and, and get something started if they have a, a, a blade bolt issue or an insert issue or a cracked pitch bearing? Where do they start?
Jon Zalar: They can send me an email, jzalar@iwtgconsulting.com.
Allen Hall: Okay. And you have a great LinkedIn page, so you can connect with you on LinkedIn.
Jon Zalar: Yes.
Yeah, I have one
Allen Hall: of those. Yes. Or you could just come to WOMA in [00:23:00]2027. Yeah. You can. You can meet John there and, and arrange everything there. So John, it’s great to see you, and thank you for coming up. We, uh, we’re recording this at the world headquarters of Weather Guard Lightning Tech, and, uh, John just lives down the street in, in, in US terms.
Yeah. So it’s, it’s great to have John come and visit us up here in North Carolina. So John, thank you so much for joining us.
Jon Zalar: Thanks for having me. Appreciate it.
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I don’t read too much about genocide in Denmark. Are they killing each other with pastries?
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What Operators Want to Hear at WOMA 2027
Two days of operator meetings in Melbourne shape the WOMA 2027 agenda, from performance upgrades and cable faults to foundations and bolts.
The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!
Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Matthew Stead and Rosemary Barnes. And Rosemary, where are we?
Rosemary Barnes: We’re in Melbourne, and we have been visiting future attendees and sponsors and people interested in, in the event to see what topics that we should be talking about.
What are the hot topics of the moment?
Allen Hall: Which is a very interesting two days, Matthew, in that, uh, we h- did meet with a number of operators based in Australia, but, uh, they’re also very worldly. They have talked to companies all over about operations and, and maintenance, and there are some really eye-opening topics- Mm
that will be- Mm … at WOMA 2027 this year.
Matthew Stead: Yeah. The thing that was interesting for me was [00:01:00]that actually the topics have changed each year. So, um, they’re evolving and the industry’s continuing to, to do better, and so that, that was really interesting. Performance upgrades was probably one of the big areas of, of new interest, I think.
I think we heard with the pressure on pricing, uh, the market and so forth, you know, that, that 1% or 2% now is becoming more important. Um, so I think, uh, upgrades will definitely feature quite a lot. Um, balance of plant was also a big topic. Um, you just can’t ig- ignore the, um, transmission, you can’t ignore the transformers, you can’t ignore, uh, condensers and all these sorts of things, so yeah.
Rosemary Barnes: Cables.
Matthew Stead: Cables.
Rosemary Barnes: Terminations. Terminations of cables. Specifically raised several times.
Allen Hall: Yep. Yeah. It’s all about being more efficient, uh, getting more production, and then with the PPA prices, uh, that are changing-
Matthew Stead: Mm …
Allen Hall: rapidly, uh, everybody is paying more attention to the bottom line.
Matthew Stead: Mm, mm.
Allen Hall: Absolutely. There, there’s less cash running around, uh, chasing new development.
It’s [00:02:00] more of a focus on making sure your, at least your existing assets are performing as, as well as they can be- Mm … which then opens up the, uh, Pandora’s box of opportunity. Mm. Because there are 1%’s all around a wind turbine. More specifically, uh, all the drive train issues, the blade issues, the generator issues, and even going into the substation.
Mm. I, I was really shocked on BOP e- the, the one topic that came up, uh, yesterday and today was buried cables. Mm. Like-
Matthew Stead: Faults …
Allen Hall: faults.
Rosemary Barnes: Yeah. Junctions. Finding- Yeah … finding faults and what to do about them. Yeah. Yeah. But I think in addition to just wanting more revenue, I think people have, are getting more sophisticated about what actually matters and then the finances.
You know, everyone’s focused so much on availability, and now people- Mm … are like, okay, yeah, like once you’re at a certain level of availability, gets harder and harder to get more. And actually, you know, not all availability is equal. Is good. It, it [00:03:00] depends. Yeah. Yeah, like you wanna, um, you wanna focus on how much you’re generating at the times when electricity prices are high specifically, which usually means during lower wind speed periods.
Yeah. Which is actually good because that matches really well with what is actually possible. It’s, it’s hard to get more power out of the turbine if it’s at, you know, its rated power, then you’re not g- More efficiency is not gonna get you any more, um, power output, whereas lower in the power curve- Mm … um, when wind speeds are lower, there’s less electricity in the grid and so prices are higher.
And so- Mm … yeah, I mean, that’s, that’s why people are really asking to know more about what efficiency upgrades are possible, better ways to operate, scheduled maintenance, um, all those sorts of things. Mm. So that will be really interesting.
Matthew Stead: Raising the bar on sophistication. Um, but also life extension
Allen Hall: Yes, a lot of discussion about life extension
Rosemary Barnes: Yeah, end of life and life extension End of life Yeah, um-
Matthew Stead: Foundations, structures Which is
Allen Hall: tied to PPA.
Mm. A lot of that [00:04:00] discussion I, at least I looked at it as, uh, if I had a PPA and I can continue with that PPA with an existing turbine, I want to do that. Mm,
Matthew Stead: mm,
Allen Hall: mm. But how do I do that and how do I know that that existing turbine can last another five years? It seemed to go in five-year blocks, like can we get to another five years and then another and then, then another.
Wow.
Rosemary Barnes: Yeah. Once you get to 20, 20, 25 years, I think people like, uh, they, you know- It’s getting a little- Their original agreement might have been for 20, then they kind of just assume that there will be another five, and then after that they’re- Yeah … kind of reassessing cyclically and yeah, I know that people make plans for, you know, what components are replaceable, what would they have to get in, and I think that sometimes, uh, people doing those plans aren’t as familiar with the, you know, actual technical issues that are being faced.
Like, is a blade a replaceable component? It may be early on in the life it sort of is, not easily, but you know, like a 25-year-old wind turbine, you know, good luck trying to order 10 new blades because you’ve got a, you know, an issue that’s-
Allen Hall: Oh, well you, you need to read the news. Did you [00:05:00] see the news today about, uh, the, the wooden wind turbine blades as a replacement for aged blades?
That, that’s happening- … in real time, Rosa.
Rosemary Barnes: Okay. I know they- Yeah. Yep, yep. Okay. Okay. So that, that’s, that’s good. Making carbon new blade. E- even so, I don’t think that they’re- Okay. … gonna be, like, super-duper cheap, so you’re still gonna wanna be, um, doing a trade-off between y- you know, like, what kind of repairs.
You might be able to change the way you’re operating to reduce loads. Um, you might be able to monitor to make sure that your blades are safe. You know, if you know that there’s an issue, um, you just wanna get some advanced warning before blades start falling off your, your tower. Mm. You know, and then you can push it further.
Yeah. Whereas if you’ve got no information, then you have to be conservative and shut it down. Yeah. So yeah, I think there’s a whole lot that can be g- can be done there in that area.
Matthew Stead: There was a point that came up today, which I think was close to your heart, on, you know, if you’re going to be going for 1% or 2% or 0.5% AEP improvement, how do you actually measure that and how do you set up a proper experiment?
So-
Rosemary Barnes: Yeah …
Matthew Stead: I, I, I love that topic. [00:06:00]
Rosemary Barnes: Yeah. No, it’s one that I, um, yeah, I deal with m- my clients I, I’m often… It’s one of the things that Pablo really loves to do, is to organize trials of that nature of new technologies and see if they work. But, um, yeah, asset managers are usually very, uh, focused on fast results.
You know, they’ve got a, a big problem and they want a solution now, so they wanna just roll out the new technology over an entire wind farm. But if you do that, then it’s almost impossible. Unless you get, like, a huge benefit, like, uh, 10% gains or, you know, like reduce your failures by 50% or more, it’s really hard to actually- Mm
pick that out if you just replace everything. Mm. Whereas if you do a really, really good, um, trial plan- Systematic. Yeah … and you match pairs very well so that you have, you know, a control for each turbine and there’s- so many variables in a wind farm. It’s not, it’s not as easy as just, like, randomly choosing 50% to do and not do.
Mm. Mm. Mm. Like, you have to, you know, put some work into the trial design, and then, you know, like, do your statistical calculations ahead of time to know how long it’s gonna take you to get s- statistical [00:07:00]significance. So then you don’t just have a gut feeling about- Yep … how something went. You’ve actually got numbers, and then you can take those numbers to, you know, other wind farms that you’ve got- Yeah
and, and know what’s going on much better.
Matthew Stead: Worst study is an inconclusive study.
Rosemary Barnes: Yeah. Yeah, that’s true. Definitely.
Allen Hall: Well, that comes back to the data analysis- Mm … which a lot of operators mentioned, and how much data there is and what to do with it, and it did seem like a couple of operators have chosen some AI tools, varying degrees, all the way down from Microsoft Copilot to something much more complicated.
Uh, but I think there’s, uh, getting that d- to the last 1, 2, 3%, you’re going to need those tools- Absolutely … because what do you choose? Do you choose a blade? Do you choose a gearbox? Do you choose a generator? Do you go to the substation to get that percentage point or two Without having some really powerful tools- Mm.
you may be wasting your time [00:08:00] and money.
Matthew Stead: Mm.
Allen Hall: Which is a, a, a very interesting, uh, aspect to wind energy because it’s such an industrial business that, uh, we haven’t used heavy computational tools, uh, un- until really now.
Matthew Stead: Mm.
Allen Hall: And maybe Australia’s at the forefront because of the PPA and negative pricing is that that will, uh, actually lead an industry.
Because I haven’t seen a lot of that being used globally. Mm. So this is the first time an operator- Mm … that I’ve talked to has said, “We’re using it.”
Matthew Stead: Yeah. It’s quite a different discussion, um, I think, you know, this year compared to previous years in that I think in the past it was getting to know what’s possible, but now it’s like real case studies are coming through.
And a few of the people had some really good examples that we can talk about at the conference as to how they’ve actually been helped and how they did this and what the outcome was. I think, yeah, that would be really great content on that.
Rosemary Barnes: Yeah. I think it’s gonna be a good mix of people who have used third party tools and have experience with it, people that are doing it in-house and can share- Mm
some of the kinds of results- Mm … that, that you can get just from analyzing your own- Mm … [00:09:00] SCADA data. Um, people talking about how they get the data that they want. Mm. ‘Cause it’s not always so easy. You would think that, you know, you own a wind turbine, you have a right to have all of the data that comes through it, but it’s not.
Um, even if you do technically have a right, it’s, uh, it, it’s harder to actually get it than you might think. Mm. So yeah, sharing all, all those kinds of things. But I think also, like just as important as talking about the successes is talking about the, the gaps that– people still feel lots of gaps. Like, okay, we’ve got all the data, we’re collecting it.
We know that there’s so much potential here- Mm … but we don’t really- Mm … know what we can do, or it’s hard for us to, you know- Mm … make headway in this particular pain point. And that is really useful for companies that are developing tools to know what are the, the problems. Mm. Because then they can e- you know, they’re well placed to fix them.
Allen Hall: Mm. Which leads to the discussion we had with the operators and, uh, some of the suppliers for WOMA 2027. There’s a lot of interest. And as we’re sitting in the conference rooms, I’m thinking, we may not have enough room to [00:10:00] seat everybody. Uh, the WOMA 2027 website is up and running, and you can register now.
So just go to woma2027.com and get started there. At the same point, we’ve had a lot of contact with, uh, pretty much everybody that wants to sponsor the event, and there’s only a limited number of ways to sponsor. So if you’re interested in doing that, you, you need to go to woma2027.com and look at those, uh, part- particular packages and see what- Mm
fits your, your business. Uh- Going back to some of the, the comments we were just discussing downstairs about what we heard at 2026, like, which is only a couple of months ago, right? It’s back in February this year. Uh, there’s, they’re still discussing what happened at WOMA 2026- Mm. Which was very fascinating- Mm
because I think Rosemary, you and I have been to conferences that I have not thought an iota … about what happened at those conferences. Just nothing interesting does occur. There’s no new, new information, there’s [00:11:00] no new science, there’s no new operator approaches.
Rosemary Barnes: Mm.
Allen Hall: But we’re gonna see a number of those- Yeah.
Mm … come next March.
Rosemary Barnes: Yeah. Well, I think it’s partly because I don’t know what other conference organizers do, but, you know, we’ve had a exhausting few days here. You’ve come all the way from America, obviously, and, and Claire as well, also come over, our producer. Um, so, y- you know, like, we’re working really hard to make sure that the topics…
Like, it’s not an accident that the topics are ones that people are talking about later, because we come here to make sure that we get the right topics. And it’s not just these meetings as well. People get in touch, and- Mm … anybody watching, listening, who has, you know, something that they wanna talk about, then definitely, you know, send us a message, and yeah, we’re working on the agenda.
We’ll, we’ll have a draft agenda in the next couple of weeks based on what we’ve learned here, but then we’ve got the hard job of it’s not just that you have a really interesting topic, you need to have a really great speaker- Yeah … or several really great speakers, usually covering several different aspects of the problem.
You know, maybe it’s, uh, yeah, an asset [00:12:00] owner, an OEM, and some, some technology provider, you know, all together giving different, um, yeah, perspectives. That’s, I think, what makes a really great session. Mm. So yeah, we need the ideas for the sessions, and we also need the ideas for great speakers.
Matthew Stead: Yeah.
Rosemary Barnes: Right.
Matthew Stead: Yeah. I think we’ve, we’ve already matched a few of those dots, so- Yeah … I, we’ve heard people asking for certain topics they wanna hear about, and then we’ve heard other operators saying, “Well, this is what we could talk about.” So I think we’ve already-
Rosemary Barnes: Yeah, yeah … got some great
Matthew Stead: progress.
Rosemary Barnes: It was, it was interesting ’cause we, we built up a list of, you know-
Matthew Stead: Yeah
Rosemary Barnes: frequently raised topics, and then you’d say it to the next person that you went to- Mm … and they’re like, “Oh, that’s not a problem for us because we’ve done X, Y, Z.” And you’re like, “Okay. Well, excellent. You can, you can present the solutions that we know that other people- Yeah. Yes … are, are looking for.” Yeah.
So it has been… Yeah. Yeah. I mean, it’s definitely worthwhile coming, as, as tiring as it is. Yeah. Um, definitely worthwhile, and we’ll get a much better agenda for the- Yeah … for the effort.
Matthew Stead: And I think, I mean, it has been tiring. Um, but what, what made it for me was one of the operators said that [00:13:00] this is the only conference they will go to So I think, I think we’re doing the right thing.
Rosemary Barnes: Yeah. Yeah. I, I think so. I understand too, like, you know, all of us, we kind of are forced to go to events because that’s where our, our clients and customers are, and so you need to see them. And yeah, like I’ve even gone to the extent of some events where I don’t particularly like the event, but I know everyone’s going.
Mm. I just go and sit near the event for a couple of days and meet people at a cafe. So yeah, like we can’t get away from it. But if you’re an asset manager or, um, yeah, somebody in that kind of type of work, like you’ve got better things to do than listen to sales pitches aggressively thrown at you that aren’t relevant- Yeah
to what you’re doing. So, um, yeah. Like I, I definitely love to hear that kind of feedback- Yeah … and wanna make sure that we get it every, every year. Like that’s- It’s, it’s
Matthew Stead: encouraging.
Rosemary Barnes: Yeah … yeah, that’s, that’s the point of the conference, so.
Matthew Stead: Yeah.
Rosemary Barnes: Yeah.
Matthew Stead: The other big topic was we would really love more OEM involvement.
Um-
Rosemary Barnes: Yeah. Everybody wants more- … a lot of the operators- … OEM involvement- Yeah … all of the asset owners.
Matthew Stead: Yeah.
Rosemary Barnes: Like we want to [00:14:00] hear from OEMs more, have them there. Um, so yeah, we’re, we’ll be trying to To get those sorted
Allen Hall: Well, WOMA is a global conference, although it’s Australia-based and there’s a, a number of Australian operators.
There are Danish, Americans, uh, plenty of Europeans. Uh, we’re gonna see some from Southeast Asia, I think, this year. Mm-hmm. And, and Japan hopefully will come. Uh, because it’s a, it’s a global conference, there’s global knowledge- Mm … and wind is such a big industry. You may not have the solution in the United States, it may be sitting in Australia, and we need to exchange those ideas.
Mm. And that, that’s the point. So w- we are continuing to look for those world experts as we have received all the inputs of these are all the topics we wanna go hear about. Great. Now it’s on us three to go find some of those world experts and, and try to get them to Melbourne. Yeah. And I, I think that’s a great opportunity.
So if we do call you and ask you to participate in WOMA [00:15:00] 2027, please take it seriously because- Mm … you will be bombarded with great questions- Mm … and contacts and information. Uh, it’s an event you won’t wanna miss. Yeah. And- But I would- … there’s opportunity there.
Rosemary Barnes: Yeah. I’d say we’re, we’re prioritizing OEMs, um, to, to get more participation, ideally to speak, but at least to be there.
And we have heard from multiple asset owners in Australia that they want, they, they want to know what are some of the upgrades that they can do- Yeah … that you’re offering. They wanna know what’s coming next in terms of technology. They wanna know what are some of the non-Western options. So, you know, like it would be great to get some Chinese wind turbine, um, manufacturers as well.
Like, they want all this information. They don’t want a slick sales brochure pitch that doesn’t give them any technical information. So we’re hopeful that we’ll be able to get, you know, some technical people to speak on, yeah, what are the upgrades you offer and how does it work- Mm-hmm … and show us a case study that demonstrates the improvements.
Um, ’cause that [00:16:00] sometimes is really hard to get out of- Mm … out of OEMs. You know, that, “We’ve got this thing, it’s so amazing, you should get it.” Okay, well, what’s the business case for it? “Oh, well, we don’t have any numbers. Just trust us.”
Matthew Stead: Yeah.
Rosemary Barnes: Um, it’s so common to get a pitch like that. So yeah, any, any OEM that has any- anything like that, either for the next generation of wind turbines or for upgrading the current fleet, yeah, if you’re willing to bring the data, then people, they are desperate to hear this information.
Allen Hall: Mm.
Matthew Stead: Yeah. That came up so many times.
Rosemary Barnes: Mm.
Allen Hall: So what were the other, uh, topics that we’re… I’m just not thinking off the top of my head. I know foundations came up quite a bit- Foundations, yeah … which was an odd one, I think, because we haven’t seen that a lot in Australia. Yeah. But this year, foundations, foundations, foundations.
Basically, the health of foundations. Yeah.
Matthew Stead: Yeah. I think really there was a lifting of the maturity. Um, I think the topics were sort of showing that, you know, Maslow’s hierarchy and moving into the more of optimization rather than making do, and I think life extension around the foundations was a, a really good example of that.
Allen Hall: And bolts.
Matthew Stead: Bolts? Yeah, bolts.
Allen Hall: [00:17:00] Everybody said bolts. Bolts.
Matthew Stead: Bolts.
Allen Hall: You think the world’s simplest device, we’ve been making bolts for nearly 1,000 years or at least a couple hundred. But it does- And, you know- … come up quite often … cable, cable
Matthew Stead: terminations, again, some really
Rosemary Barnes: basic- Yeah, that, really specific ones that were raised multiple times.
Yeah. Um, yeah, which, which is great- Yeah … ’cause it gives us a good direction to go. But I do love how it changes so much every year- Yeah … ’cause it makes me feel like, okay, yeah, like we’re actually, you know, it’s worthwhile, um, putting on another event. Mm. Um, not just recording one event and then just, you know, like replaying that every year or something.
Re-educating.
Allen Hall: Yeah. Well, I, I think there’s a learning exercise that has happened over the past two years where people now are knowledgeable about those things we talked about- Mm … two years ago. Uh, was it, was it even two years ago? It was a year and a half ago when we first started this, so we’re, we’re not that deep into it.
Although our third conference will be next March, uh, you just see more energy, more industry knowledge in some of the references that I heard, uh, in terms of other companies and the approaches they’re taking clearly came from WOMA.
Matthew Stead: Yeah.
Rosemary Barnes: Mm.
Matthew Stead: Yeah,
Allen Hall: yeah. Which is, which is [00:18:00] fascinating. Yeah. That’s
Rosemary Barnes: good. I mean, we want- It, it is
Allen Hall: sticking
Rosemary Barnes: we want tech conferences to get better, right? That was the- No … the reason why we, uh, we started this conference was ’cause we didn’t think that it was sufficient, what we had available. So, you know, it’s not a bad thing if other conferences, um, get better. Yeah. Yeah. We should also mention that blades were, were raised a fair bit.
We talked so much about blades in the previous years, and we will be talking about blades a lot again, including we’ve got a master class on the Friday. Uh, it’s… Yeah, we’ll go back to some of the basics about how the composite materials work and how a blade is designed and certified and manufactured, and, um- Lightning.
Y- yeah, yeah, a little, a little bit about lightning. Um, I don’t wanna cover it too much because we did the master class on lightning- Right … last year. Mm. Um, yeah. And yeah, some of the common damage methods anyway. And of course- Mm … yeah, lightning is probably the most- … common, or I guess leading edge erosion is the most, and then lightning would be the most expensive.
Um, yeah, so we’ll be, we’ll be covering all that and just try and raise the knowledge level a little bit, um, for [00:19:00] everybody to… It’s a very complicated kind of, uh, yeah, component.
Matthew Stead: Yeah.
Rosemary Barnes: Yeah.
Matthew Stead: And workshops. So each year we’ve run sort of workshops or roundtables or whatever, so we’re still thinking about the format for them, but, um, thinking about how we’ll reintroduce them again this year.
You know, specific topics, specific questions, specific answers.
Rosemary Barnes: Mm.
Allen Hall: And the three of us will be in Hamburg in a couple of weeks at Wind Energy Hamburg, so if you see us and you’re interested in coming to Australia, that’s the place to grab us and- Yep … and shake us and say, “I wanna go to Australia. How do I do it?”
Rosemary Barnes: Mm.
Allen Hall: Uh, yeah. Yeah.
Rosemary Barnes: Especially if you’ve got a, a t- technology that addresses some of those specific issues that we’ve mentioned- Mm … then, um, yeah, just know ahead of time that Australia needs, needs more information and more, um, solutions available to them. So, yeah. And
Matthew Stead: that reminds me, we had a really discussion a- around safety and, you know, reasonable and [00:20:00] practicable, and discussion around all the lessons learned about how…
or what is best practice on a site, what is best practice about how to manage risks and-
Rosemary Barnes: Mm.
Matthew Stead: Yeah. Yeah. I know you, you, you enjoyed that one.
Rosemary Barnes: Yeah, yeah, definitely. And we’re not talking about, like, safety the- Ear muffs or hats. The, um, rou- Yeah, the routine safety that if you- The goggles, yeah … yeah, trip over and graze your knee, then you need to let the site supervisor know.
You, you know, it’s not that stuff, ’cause sites have that under control. That’s a given, yeah. Or at least the ability to get that under control. We’re talking about the bigger- Yeah … bigger things, you know. Like, uh, is there a issue that is causing blades to fall off turbines every now and then? Is there an issue that, uh, can lead to, you know, a fire?
I, I think everyone, like- Yeah … a big fear of everybody’s. There’s never been, um, in Australia at least, there’s never been a wind turbine fire that has caused a bush fire, but it is a possibility, and it would be so bad for the industry. So, you know, it’s those things- Mm … that could be just terrible, preventing those before they happen.
Mm. So that’s the kind of safety that we’re gonna mainly focus on. Mm. Although, you know, we’re not gonna [00:21:00] turn down questions on, um, some of the smaller stuff as well.
Matthew Stead: Yeah.
Rosemary Barnes: Mm.
Matthew Stead: And we even thought about getting some lawyers-
Rosemary Barnes: Yeah …
Matthew Stead: you missed out on this discussion, Rosie. Okay.
Rosemary Barnes: Yeah.
Matthew Stead: So
Rosemary Barnes: Yeah. Lawyers, this is news to me.
Well, I mean, are we talking contracts or, um-
Matthew Stead: No, no … no … it’s really operations. I mean- Right … the environmental, um, issues- Oh yeah … the operational issues. Mm. You know, there’s, there’s a few things in there that the lawyers can add.
Rosemary Barnes: Yeah. I mean- … I’ve, I constantly find myself having to interpret, you know, legal, um, legal text and also anticipate, you know, it’s one thing about what’s the right engineering, but then there is also the legal interpretation of it- Yeah
uh, as well, you know, in terms of contract law, but then also in, in terms of safety. Yeah. Um, yeah. Was this certification done correctly? You know- Yeah … that’s got some legal aspect to it. So yeah, that- Yeah … makes sense to me. Insurance is another one where I would say- Yeah, actually that came up … you know, like some, some people might think that that doesn’t sound interesting, but yeah, in- insurance is the other-
Matthew Stead: Mm
Rosemary Barnes: aspect that you [00:22:00] just can’t, um, you can’t get away from it. Like, you can’t just think that you’re, you’re doing your engineering without bothering about Mm … yeah, like finance and law and, um, and insurance. Those are things that- Mm … you spend a lot of time thinking about.
Matthew Stead: Yeah. Mm. And I guess we would also love to hear, you know, about potential speakers, but we’d also love to hear any other topics that people are attending and want to know about as well.
Rosemary Barnes: Mm-hmm.
Allen Hall: Absolutely. And if you haven’t registered for WOMA 2027, which will be March 3rd through 5th at the Pullman in East Melbourne, right? East Melbourne, yeah. They just redefined it. It’s Pullman in East Melbourne. Uh, go ahead and go to woma2027.com and register now. Uh, Matthew and Rosemary, it’s great to see you in person again, and we’ll see you in a couple of weeks, uh, hopefully in, in Germany.
Rosemary Barnes: Mm.
Allen Hall: Very [00:23:00] exciting.
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