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Offshore Wind Innovation Hub: A Launchpad for Cutting-Edge Technologies

Allen and Joel interview Tone Søndergaard, Director of the Offshore Wind Innovation Hub. The hub’s six-month accelerator program provides mentorship, industry connections, and resources to help startups scale. Tone shares insights from the first cohort’s outcomes and discusses the global application process for cohort two. If you’re interested in learning more, visit https://www.offshorewindnyc.com/.

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!

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Allen Hall: Welcome to the special edition of the Uptime Wind Energy Podcast. I’m your host, Alan Hall, along with my co host, Joel Saxam. Starting a new business in the wind industry is particularly difficult. Uh, there are multiple challenges beyond creating a product that the industry needs or wants. Fundraising, staffing, finding an office, technology development, marketing, international sales, the list goes on.

Well, there is help on the way. The Offshore Wind Innovation Hub, located in Brooklyn, New York, is a groundbreaking initiative launched by the NYU Tandon School of Engineering in collaboration with Ecuador, and supported by the New York City Economic Development Corporation. The hub’s mission is to accelerate the growth of the offshore wind industry by supporting startups developing cutting edge technologies, by providing access to mentorship, industry connections, and resources to scale up.

The hub aims to position New York City as a major player in the rapidly growing Offshore wind sector. Leading this ambitious initiative is Tone Sundegaard, uh, the director of the Offshore Wind Innovation Hub. With a background deeply rooted in the Danish wind industry and expensive experience fostering clean tech collaboration between Denmark and the United States, Tone brings a wealth of expertise and passion to her role in shaping the future of offshore wind innovation in New York City and beyond.

Tona, welcome to the program.

Tone Søndergaard: Thank you so much.

Allen Hall: So there is a lot to talk about today, uh, because Hey, we know a lot of small businesses in wind that are trying to get established. We are one of them Uh, and and uh your offshore wind innovation hub Popped up on our radar screen recently, like, Oh, Hey, there’s a lot going on there that we didn’t know about.

And let’s get some, get them on the podcast to talk about all the great activities that are happening there. But I want to first step back and talk about what are some of the problems with starting a small business in wind.

Tone Søndergaard: I think one of the reasons we really started this innovation hub and found that there was a need for an accelerator program and ecosystem development for the smaller businesses within offshore wind was partly twofold in a way.

The first reason really being that we found that smaller businesses, especially within offshore wind, were challenged by what we call information asymmetry, and it was really difficult for many of the smaller businesses who wanted to either move into offshore wind or pivot into offshore wind from other industries to figure out Precisely what is my value proposition?

Precisely when in the supply chain do I fit in? Um, and data in this industry tends to be fairly privileged and sort of like held by some of the really major corporations. Um, so that was really one of the problems that we wanted to try and solve with Innovation Hub was to try and give smaller players access to some of this information and so that they much more efficiently and effectively, um, could enter this industry.

Joel Saxum: Okay, so we’re talking Econor. Econor is Norwegian.

They’re a long ways away. If you’re a United States company, they’re a big, and like, you could look at Econor, it’s like go on LinkedIn. Oh, we have, I don’t know what the number is, but 20, 000 employees or whatever, like, where do I even start? Like, how do I find a stakeholder to even talk to let alone get, you know, to the point where we’re making decisions and making plans and stuff like that.

So it’s a black hole really in some of these large companies when you go into it.

No, completely agree. And I think you were sort of like echoing precisely some of the challenges we also saw with our first cohort, which just ended in December here in 23. Precisely that sort of like wayfinding within some of these like massive energy companies, right, which are setting up shop maybe for the first time in the U.

S. or maybe they have some sort of like oil and gas business already, but it’s completely new structures they’re creating here. Um, and that can be really difficult to wayfind, right? Like what department do I even fit into if I don’t really know what What department does what? You know? So even if we ask sort of like a startup or a relatively new business, like what department in one of the big companies would you like to contact with, they’re like, um, I, I don’t actually know which one does that.

You know?

Yeah. There’s, I mean, there’s, it’s sales 101. You can Google how do I do a sales plan and it will be like stakeholder map and find your personas and stuff. But you’re like. I don’t know. Yeah. Yeah. That concept

Allen Hall: is great. But where do I start? Because I think in wind, uh, it’s a renewable energy.

There’s a lot of focus on it. There’s a lot of tech around it. And I don’t, a lot of smart people are thinking about that industry, getting into that and taking that idea and making it into a product. That’s one phase, right? And I think a lot of the engineers out there that I’ve seen in, in offshore wind and onshore wind have gotten to the, like, Hey, we can make the thing.

Yeah. Absolutely. Absolutely. But, when they get to, now I need to sell it, I need to market it, I need to establish a company, that’s where they have the problem. And a lot of the small companies that Joel and I have been around the last several years that have had great tech, unbelievable tech, have failed because of all the other pieces.

And I, this is where the offshore wind hub comes in, right? So that, uh, can you explain like what things you’re offering to fill those voids that a typical engineer running a company. Misses.

Tone Søndergaard: Absolutely. And I think, you know, in, in startup world or in the accelerator world, we call this kind of like the valley of death or the mountain of opportunity is sometimes it’s also framed as, you know, so that’s a great one, but, um, but you’re precisely right.

What we see a lot of our founders or small businesses coming to us with this, a well functioning product, right? Like it’s a well functioning product. They kind of figured out how to sort of like do the basis of that, but what they are struggling with. And, and one of the things we also focus a lot on for the.

for the Innovation Hub program is to help them with creating that first collaboration with a big energy company, right? Figuring out how do we de risk that collaboration so that they get the information they need to truly figure out what is my value proposition? Because one of the things that we see them come to us with is in order to really scale their business.

What is my business model? How do I price my product? How big of a challenge am I actually solving? And am I sort of like approaching the market with the right type of doing that? So we see a lot of the, the sort of like entrepreneurs that we work with really sort of like need to sort of like scope that out to be able to have a scalable business that, you know, will, will make it great in this industry.

Joel Saxum: You’re helping that entrepreneur, that small company, that, that idea, or sometimes it’s not a small company, sometimes a big company, it’s just a division, something they started. Either way, you’re helping that entity by de risking, understanding, building business models, the international business things we talked about a little bit off air.

Um, but then you’re also say like this, you guys are in partnership with Econor here. However, you’re also building an ecosystem for offshore wind. So it’s not just Econor that you guys have access to, right? But, but you, you’re de risking the technology for them as well. Because when those big companies that have billion dollar assets offshore, And someone comes to them with this new tech, immediately their hair gets up on the back of their neck, like, you know, Should we take this risk on?

Should we trust these people? Is it, because, because, and here’s the, here’s the trouble with offshore. Okay, so again, I’ll, I’ll go back to case study type thing, or examples. Weatherguard Lightning Tech, putting strike tape on. You put strike tape on 10 turbines in Texas, and it costs you X. You go try to put strike tape as a test on 10 turbines offshore, And it costs you X times five or 10 just because of vessel time and downtime, all these different things.

So it’s really hard to test products offshore as well. And for the company that owns those assets or is paying for that time and that effort that they need a de risk for them too. And you can, you know, as a business person, you can understand that.

Tone Søndergaard: You’re so right. Like that what we are kind of experiencing actually is like working closely with an entity like Equinor.

It’s precisely like they get a framework by which they can collaborate with a small business for six months, which is part of our accelerator, if you accept it in, right? You get mentorship, but you also get that collaboration where you can kind of, where both sides can sort of like feel each other out a little bit, right?

And in a, in a setting sort of like test out or figure out what is, what is the road to testing this? Because I think you’re precisely right, what we hear from many of the developers or the big sort of like OEMs is it’s really risky right now, right? Right. All of them are feeling like they’re taking on a lot of risk in a, in a market that’s completely new and where the supply chain feels, you know, not fully established yet.

Um, so I think that’s really sort of like what we also try and tackle with this.

Joel Saxum: Pair up with who your end user will be right away at the early stages in your product so that you’re not building a. solution and looking for a problem. You’re actually found a problem and you have a solution and you’re working toward directly towards it.

Tone Søndergaard: Like an additional part of this and what you also hinting to, right. As we see quite a lot of like technical founders coming into our startup programs, people have amazing ideas, but maybe they need some help with the pitching, right? Like it, It’s a space where you need to be good at selling your product.

And that maybe isn’t necessarily what you learned during your PhD, where you develop something magnificent, right? Like maybe that was not top on the charity list, you know?

Joel Saxum: Yeah, yeah, yeah. Sure, for sure. You did, you, you got a PhD, So you’re, you got, now you’ve got to figure out, Uh, the grassroots way, like by, by paying how to sell things, not to commercialize things, but you get in on board with state offshore wind accelerator program.

Now, all of a sudden you have this whole team around you get, we’re going to help you commercialize this thing. Here’s how we’re going to do it. Here’s the partnerships. It’s, it’s a fantastic initiative. I applaud you guys for doing this.

Allen Hall: So the first cohort has just passed through the program, uh, I think it’d be helpful for everybody listening to understand what the program looks like.

It’s a six month program, how to get selected, what happens once you’re accepted, and what is, and what is that first cohort experienced in their run in that timeframe?

Tone Søndergaard: So we’re actually searching for our cohort two right now. So like shout out to everyone out there who maybe had a great idea. Sitting there being, uh, an innovator or, uh, being at this stage where we’re looking to engage.

We often sort of like take in companies who are sort of in that early revenue phase or maybe more established in another industry and then pivoting into offshore wind. Um, and the program essentially is so that you apply, you have to do that by like end of March essentially. Then sort of like this fairly vigorous down selection process starts, we have, uh, I think 20 plus technical evaluators who looks at the different technologies, figuring out is this, you know, something that is actually solving a problem that the developers have, uh, both specifically for Equinor, but we also have the National Offshore Wind Research and Development Council, helping us sort of have that national outlook on things, um, and then halfway through the selection process, we invite the 12 finalists, To come to New York, pitch at a public pitch event, but also interview with us and all of the partners behind the program to really sort of like scope out.

How is your fit within this program? Are we the right ones to help you? Because I think it’s important to say that we are a non dilutive accelerator. We don’t take equity. Um, so we have, you know, one pure goal and that’s finding the startups who we can help the most, um, throughout the six months. which you’re hinting to, right, if selected to be part of the sex, which is, happens in June, then this six months intensive process, uh, with my fantastic team, um, and all of the partner organizations who also all sort of like contribute to the programming, um, includes, uh, three trips to New York, coming here for a week at a time, workshop more than, you 25 different like expert sessions, but also a lot of what we call peer to peer work.

Um, we really utilize that the different founders or executives entering the program have different types of learnings that they can share with one another and grow their understanding in that sense. Um, but then they’re also paired with an Equinor mentor who can really sort of like dive into the technical challenges they might be facing.

Um, and then of course we try and really help them build their business by just overloading with, with their contacts within, within the offshore wind industry, right? Um, all with the aim to answer the last part of your question, what are the outcomes? I think. More or less all of our companies from cohort one now have revenue streams in New York, so they actually managed to sort of like do that.

We are seeing a hopefully great fundraising news coming out from some of them very soon. Um, many of them looking to establish shop in New York, like actual manufacturing facilities coming to New York because of this program. Um. Yeah, that, which is a fantastic outcome, um, and yeah, their first hires, you know, that’s also what we do a lot, helping them find hires.

Some of, we utilize NYU’s intern programs to get them great, sort of like talented, but we also help them hire more sort of like a C level or mid level people, which is what many of them maybe need in New York. So tons of different types of outcomes in that sense, but all really exciting. And we’re so proud of our first cohort.

Allen Hall: Applicants to your program are not limited to New York or New York City. It’s a global open calling for tech companies to apply, right? I think your first cohort had a number of non U. S. companies apply. You want to describe who you’re looking for?

Tone Søndergaard: We are looking for the most promising, both hardware and software, from all over the globe.

In our first cohort, we had half European companies, half American companies joining our cohort. Hopefully this year we’ll have even more great startups also from either the South American continent or from Asia, where we’re seeing great applicants coming in from. You know, they’re really starting to catch on to offshore wind as well.

So that’s super exciting. And what we’re really looking for is precisely like technologies that can help American developers lower the cost of developing these projects. So one of the key things we’re looking for. Is a technology’s innate, like, ability to facilitate that kind of like either cost reduction or efficiency gains or whatever your sort of like technology works on.

Allen Hall: That applies to hardware companies and software companies, right? It’s both.

Joel Saxum: Absolutely. If you’re in wind, you know that a lot of technology that’s used in the States comes from Europe, right? Comes from Northern Europe, comes from the Danes, comes from people over there. So that’s a, that is a non trivial thing to navigate because people don’t, a lot of people don’t realize it.

It doesn’t matter where you are in the globe, that’s a tough way to do business if you don’t understand it. So getting these people in one room together to share experiences, to share business knowledge, engineering knowledge, whatever that may be, that’s a huge advantage of this program.

Tone Søndergaard: And I think you’re precisely right.

What we see that especially the different founders or executives can learn from one another. It’s actually that like business culture part of it. I think so. Like technology wise, many of them again have figured that out. And that’s maybe more similar. But how you sell a product is really different between even the same people.

Like maybe European headquartered developers, how they operate in Europe and how they operate in the States is completely different. Um, and many of them are kind of like struggling with that being like, if I’m European, cold calling might not be such as a like way of going about things, right? And like, how, how much humor should I use in my first couple of meetings?

You know, it’s like,

Joel Saxum: Sure, for sure.

Tone Søndergaard: Stuff like this and like, scoping out like, what is the, what is the culture I’m going for here? Like, how insistent can I be? How, one of the questions we really encounter often is like, when do I start talking about the price of my product? Like, when is that appropriate, right?

And that differs, um, between the U. S. and Europe in many ways. So we really try and focus on, on them learning some of that from one another, because that’s often more effective than, you know, sort of like a set of experts coming in and telling you how to run your business that rarely works as well, you know?

Joel Saxum: Experiential on the same plane, right? To be honest with you, the way you sell things, even within the United States, is different. You sell something different to someone from the northern Midwest, then you do Texas, then you do California, then you do Massachusetts. So even just here, you got to understand those, those kind of, um, ends and outs, I

Allen Hall: would say.

This is a great program. And I know that’s a little bit of a short timeframe to get into cohort two. How do people connect with the hub? How do they apply to the hub? And what does that process, that application process look like?

Tone Søndergaard: Everyone interested in reading our full call for innovators should go to offshorewindnyc.com

That’s kind of easy. Um, there we have sort of like laid out the full, full material. That’s also where the app, online application portal is. And it’s, uh, I would say it takes, depending on how many application one has behind them, like it maybe takes three, four or five hours to fill out the application.

So it’s a little bit of a time commitment, but we really try to make it, you know, as intuitive and as straightforward as possible. Um, So that’s kind of like the really easy way of doing it. If you have questions and we really encourage all our potential applicants to reach out to us first, we happy to help sort of like maybe frame the, the application you have in mind a little bit.

Talk through some of the points where you’re a little bit in doubt about should I be specific here or be more broad? How do I make the strongest case for precisely my solution? Then you can reach out to me or my team. And we take 30 minute calls with everyone who’s interested in applying. And that can also be facilitated through the website.

Allen Hall: And there’s no application fee. It’s totally free. It’s all online and you can apply from anywhere.

Tone Søndergaard: You can apply from anywhere. No application fee. Even if you join the cohort, there is, again, there’s no fee of joining. Everything is free for the, for the cohort selected and, um, and we provide travel grants.

So if you, if you come from far away, we’ll help you sort of like make it possible coming to New York.

Allen Hall: Right. That’s an important note because if you do come from Europe or South America or even Japan, even South Korea, big wind in places. Or Austin, Texas. Austin, Texas, which is a long ways away, right? It’s not free to travel and travel is expensive today.

So it really. It’s a smart move because you want to get the innovation out into service as quickly as you can. You need to accelerate it and you are. And that’s why this program is so innovative. I like that Equinor stepped into the space. I like, Tona, what you’re doing and the efforts you’re making. I, The first cohort is really interesting if you can go online, I encourage everybody to go online and look at the list of the first cohort and where they’re going, that’s a fascinating list.

Tona, I really appreciate you being on the program, we’re going to blast this out to everybody, so if you’re interested and you have a tech company and you’re trying to grow an offshore wind, you need to get a hold of Tona. And you need to get a hold of her fast and you need to be applying for this program, so Tona, thank you so much for being on the podcast, we love having you.

Tone Søndergaard: Thank you so much, it was a pleasure being with you today.

Offshore Wind Innovation Hub: A Launchpad for Cutting-Edge Technologies

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Vineyard Wind’s $69.50 PPA, Two Offshore Lease Exits

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Vineyard Wind’s $69.50 PPA, Two Offshore Lease Exits

Rosemary reports back on her visit to multiple Chinese renewable energy companies, Vineyard Wind activates a $69.50/MWh PPA with Massachusetts utilities, and Bronze Age jewelry halts a German wind project.

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!

[00:00:00] The Uptime Wind Energy Podcast brought to you by Strike Tape protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com and now your hosts.

Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’m here with Yolanda Padron in Austin, Texas, who is back from the massive wedding event. Everybody’s super happy about that, and Rosemary Barnes had her own adventures. She just got back from China and Rosemary. You visited a a lot of different places inside of China.

Saw some cool factories. What all happened?

Rosemary Barnes: Yeah, it was really cool. I went over for an influencer event. So if you are maybe, you know, in the middle of your career, not, not particularly attractive or anything you might have thought influencer was ruled out for you as a career. No one, no one needs engineering influencers in their [00:01:00] forties.

It’s incorrect. It turns out that’s, that’s where, that’s where I, I found myself. It was pretty cool. I, I did get the red carpet rolled out for me. Many gifts. I had to buy a second bag to bring home the gifts, and when I say I had to buy a second bag, I had to mention. Oh, I have so many gifts, I’m gonna need another bag.

And then there was a new bag presented to me about half an hour later. But, so yeah, what did I do? I got to, um, as I was over there for a Sun Grow event. Huge, huge event. They, um, it’s for, it’s for their staff a lot, but it’s also, they also bring over partners. They also bring over international experts to talk about topics that are relevant to them.

Yeah. They gave everybody factory tours in, um, yeah, in, in shifts. Um, I got to see a module assembly factory, so where they take cells, which are like, I don’t know, the size of a small cereal box, um, and assemble them into a whole module. Then the warehouse, warehouse was [00:02:00] gigantic. It, um, was, yeah, 1.8 gigawatt hours worth of cells that couldn’t hold in that one building.

They’re totally obsessed with fire safety there in everything related to batterie, like in the design of the product, but also in, in the warehouse. And they do, yeah, fire drills all the, all the time. Some of them quite big and impressive. Um, I saw inverter manufacturing facility that was really cool.

Heaps of robots. Sw incredibly fast. Saw a test facility.

Allen Hall 2025: So was most of the manufacturing, robotics, or humans?

Rosemary Barnes: Yeah. So at the factory it was like anything that needed to be done really fast or with really good quality was done by robots. So they had, um, you know, pick and place machines putting in. Um, you know, components in the circuit board, like just insane, insane rate.

I’m sure it’s quite, quite normal, but, um, just very fast. Everything lined up in a row. Most of their quality control is done by robots. Um, so it does well it’s done by ai, I should say. [00:03:00] Taking photos of, of things and then, um, AI’s interpreting that. Repairs, I think were done by humans. There were humans doing, um, like custom components as well.

Like not every product is exactly the same. So the custom stuff was done by humans.

Allen H: So that’s the Sun Grove facility, right? You, but you went to a couple of different places within China?

Rosemary Barnes: Yeah, I went to another, a factory, a solar panel, a factory, um, from Longie. That was really cool too. I got to see a bit more probably of the, um, interesting, interesting stuff there, like, uh, a bit more.

Um, yeah, I don’t, I dunno, processes that aren’t, aren’t so obvious. Not just assembly, but um, you know, like printing on, um, bus bars and, you know, all of the different connections and yeah, it was a bit, a bit more to it in what I saw. Um, so that was, but it, it’s the same, you know, as humans are only involved when it’s a little bit out of the.

Norm or, um, where they’re doing repairs, actual actually re [00:04:00]repairing. You know, the robots or the AI is identifying which components don’t meet the standard and then they’ll go somewhere where a human will come and, um, fix them.

Allen H: Being the engineer there. Did you notice where the robots are made? Was everything made in China that was inside the factory or were they bringing in outside?

Technology.

Rosemary Barnes: I didn’t think to look for that, but I would assume that it was Chinese made, also

Allen H: all built in country

Rosemary Barnes: 20 years ago that wouldn’t have been the case, but I think that China has had a long, a long time to, to learn that. Again, it’s not like, it’s not, it’s not rocket science. These are, these are pick and place machines, you know, like I remember working on a project very early in my career, so.

Literally 20 years ago, um, I was working with pick and place machines. It’s the same, it’s the same thing. Um, some of them are bigger ’cause they’re, you know, hauling whole, um, battery packs around. It’s just the, um, the way that it’s set up, but then also the scale that they can achieve. You just, you can’t make things that cheap if you don’t have the [00:05:00] scale to utilize everything.

A hundred percent. Like I said, wind turbine towers is a really good example. ’cause anyone, any steel fabricating

Allen H: shop

Rosemary Barnes: could make a wind turbine tower. Right? They, they could, they could do that. You know, the Chinese, um, wind turbine tower factories have the exact right machine. They don’t have a welder that they also use for welding bits of bridges or whatever.

Uh, they have the one that does the exact kind of world that they need, um, for the tower. They, you know, they do that precisely. Robotically, uh, exactly the same. And, you know, a, a tower section comes on, they weld it, it moves off to the next thing, and then a new one comes on. They’re not trying to move things around to then do another weld in the same machine.

You know, like they’re, um, but the exact right. Super expensive machine for the job costs a whole bunch to set up a factory. And then you need to be making multiple towers every single day out of that factory to be able to recoup on your cost. And so that is [00:06:00] the. The, um, bar that is just incredibly hard slash impossible for, um, other countries to clear.

Allen H: Can I ask you about that? Because I was watching a YouTube video about Tesla early on Tesla, where they wanted to bring in a lot of robotics to make vehicles and that they felt like that was the wrong thing to do. In fact, they, they, they kinda locked robots in and realized that this is not the right way to do it.

We need to change the whole process. It was a big deal to kind of pull those. Specialized piece of equipment, robots out and to put something else in its place in that they learned, you know, the first time, instead of deciding on a process, putting it in place and then trying to turn it on, see if it works, was to sort of gradually do it.

But don’t bolt anything down. Don’t lock it in place such that it doesn’t feel like it’s permanent. So you engineer can think about removing it if it’s not working. But it sounds like this is sort of the opposite approach of. A highly specialized [00:07:00] machine set in place permanently to produce. Infinite amounts of this particular product, does that then restrict future changes and what they can make or, I, I, how do they see that?

Did, did you talk about that? Because I think that’s one of an interesting approaches.

Rosemary Barnes: I didn’t actually get as much chances I would’ve liked to speak to engineers. Um, I was talking mostly to salespeople and installers. Um, so they know a lot, but I couldn’t, um, like in the factory tours, I was asking questions.

Um. That kind of question and, and they could answer all, all that. Um, but outside of that, and I couldn’t record in the factory obviously. Um, but I did, I did take notes, but what I would say is that they would have a separate facility where they would be working out the details of new products and new manufacturing processes and testing them out thoroughly before they went and, you know, um, installed everything correctly.

But what I do hear is that, you know, especially with solar power. Maybe to [00:08:00] batteries to a lesser extent. You, you know, you like, you have these kind of waves of technology. Um, so you know, like everyone’s making whatever certain type of solar cell and then five years later, um, there’s a new more efficient configuration and everybody’s making that.

And I know that there are a lot of factories that kind of get scrapped. Um, and the way that China’s set up their, like, you know, their economy around all this sort of thing is set up is that it’s not that, like every company doesn’t succeed. Right. They SGO was a big exception because they’ve been going since 1997, I think it was.

It was started by a professor quid his job and hired a room across the, across the road from his old university and, you know, built his first inverter and, um, you know, ’cause he, he could see that. Uh, the grid was gonna have to change to incorporate all of the solar power that was coming, which to be honest, in 1997, that was like pretty, pretty farsighted.

That was not obvious to me when I started working in solar in mid two thousands. And it was not obvious to me that this was a winner.

Allen H: Well, has sun grow evolved then quite a bit? ’cause if you’re [00:09:00] saying that they’ve minimized the cost to produce any of their products by the use of robotics, they have been through an evolutionary process.

You didn’t see any of the previous generations of. Factories. You, you were just seeing the most modern factory that that’s actually producing parts today. So is that a, is that a, is that just a cost mindset that’s going on in China? Like, we’re just gonna produce the lowest cost thing as fast as we can, or is it a market penetration approach?

What are, what were, were the engineers in management saying about that?

Rosemary Barnes: I think there’s a few different aspects to that, like within China. So Sun Grow is the big company with a long track record and they’re not making the cheapest product out of China. So I think that they are still trying to make the cheapest product, but they’re not thinking about it just in the purchase price.

Right. They’re thinking more in terms of the long, long term. You know, they’ve been around for 30 years and probably expect to be around for another 30 years. They don’t wanna be having [00:10:00] recalls of their products and you know, like having to, um. Installers in particular are probably working with them because they know that they won’t have to go back and do rework and the support is good and all that sort of thing.

So they’re spending so much money on testing and you know, just getting everything exactly right. But I don’t think that that’s the only way that China is doing it. There’s, you know, dozens, probably hundreds of companies. Um. Doing similar stuff between Yeah, like solar panels and associated stuff like inverters and, and batteries.

So many companies and all of them won’t succeed. You know, sun Girls Facility in, I was in her and it’s huge, you know, it’s like a, a medium sized country town. Just their, um, their campus there, they’re not, they’re not scrapping that and moving to a new site, you know, they’re gonna be. Rejiggering and I would expect that, you know, like everything’s set up exactly the way it needs to be, but it’s not like gigantic machines.[00:11:00]

It’s not like setting up a wind turbine blade factory where it’s hard if you designed it for 40 meter blades, you can’t suddenly start making 120 meter blades. Like it’s, they will be able to be sliding machines in and out as they need to. Um, so I, I, yeah, I guess that it’s some, some flexibility. But not at the cost of making the product correctly.

Allen H: Did you see wind turbines while you were in China?

Rosemary Barnes: I, the only winter I saw, I actually, I saw, because I caught the train from Shanghai, I actually caught the fast train from Shanghai to, which is about, it depends which one you get between like an hour 40 or three hours if it stops everywhere. Um, and I did see a couple of wind turbines on the way there, out the window, just randomly like a wind turbine in the middle of a, a town.

Um, so that was a bit, a bit interesting. But then in the plane, on the way back, the plane from Shanghai to Hong Kong, I, at the window I saw a cooling tower of some sort. So either like a, yeah, some kind of thermal [00:12:00] power plant. And then. Around all around, well, wind turbines, so onshore wind turbines. So I don’t know.

Um, yeah, I, I don’t know the story behind that, but it’s also not a particularly windy area, right? Like most of the wind in China is, um, to the west where, uh, I wasn’t

Allen H: as wind energy professionals, staying informed is crucial, and let’s face it. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future.

Whether you’re an industry veteran or new to wind, PES Wind has the high quality content you need. Don’t miss out. Visit PS win.com today. So there are two stories out of the US at the minute that really paint a picture of the industry. It was just being pulled in opposite directions. The Department of Interior announced agreements to terminate two more.

Offshore wind leases, uh, [00:13:00] Bluepoint wind and Golden State wind have agreed to walk away from their projects. Global Infrastructure Partners, which is part of BlackRock, will invest up to $765 million in a liquified natural gas facility instead of developing blue point wind. Ah. And Golden State Wind will recover approximately $120 million in lease fees after redirecting investment to oil and gas projects along the Gulf Coast, and both companies say they will not pursue further offshore wind development in the United States.

Well, we’ll see how that plays out. Right? Meanwhile. In Massachusetts Vineyard Wind, which has been fighting with GE Renova recently has activated its long awaited power purchase agreement with three utilities. The contract set a fixed electricity price of drum roll please. [00:14:00] $69 and 50 cents per megawatt hour for the first year and a two and a half percent annual increase.

Uh, state officials say the agreements will save rate payers $1.4 billion over 20 years. So $69 and 50 cents per megawatt hour is a really low PPA price for offshore wind. A lot of the New York projects that. Renegotiated we’re somewhere in the realm of 120 to $130 a megawatt hour, and there’s been a lot of discussion in Congress about the, the usefulness of offshore wind.

It’s intermittent blahdi, blahdi, blah. Uh, but the, the big driver is what costs too much. In fact, it doesn’t cost too much. And because it’s consistent, particularly in the wintertime, uh, electricity prices in Massachusetts in the surrounding area are really high. ’cause of the demand and ’cause how cold it is that this offshore wind project, vineyard wind would be a huge rate saving.

And [00:15:00] actually the math works out the math. Math everybody. Do you think this is, when we go back five years from now, look back at this. This vineyard wind project really makes sense for Massachusetts.

Yolanda Padron: I think it really makes sense for Massachusetts. I’m really interested to know what the asset managers are thinking on the vineyard wind side, um, and if they’re scared at all to take this on.

I mean, it’s great and I’m sure they can absolutely deliver. Like generation I don’t think should be an issue. Um. I just don’t know. It’s, it sounds like they’re leaving a lot of money on the table.

Allen H: I would say so, yeah. But remember, the vineyard win was one of the early, uh, agreements made when things were, this is pre Ukraine war, pre Iran conflict on a lot of other, a lot of other things.

It was pre, so I remember at the time when this was going on that. P. PA prices were higher than obviously a lot of other [00:16:00] things. Onshore solar, onshore wind, it would, offshore is always more expensive, but I don’t remember $69 popping up anywhere in any filing that I remember seeing. So even if they had said $69 five years ago, I think that would’ve still been like, wow, that’s pretty good for an offshore wind project.

And now it looks fantastic for the state of Massachusetts

Yolanda Padron: because I know that there’s sometimes, and we’ve talked about this in the past, right? There are sometimes projects where, you know, you think you, you’ve got a really good price and you’re really excited about it, and then it goes into operation and then like a couple years down the road, prices increase quite a bit and it’s not the worst thing in the world.

But you do just kind of think a little bit like, I wish I could. Renegotiate this or you know, just to get, to get our team a bit of a better deal or to get a bit more money in operations and everything.

Allen H: Does this play into Vineyard wind claiming $850 [00:17:00] million in dispute with GE Renova that at $69 PPA, there’s not a lot of profit at the end of this and need to get the money out of GE Renova right now, and maybe why GE Renova wants to get out of this because they realize.

The conflict that is coming that they need to separate the, the themselves from this project. It’s, it’s very, as an asset manager, Yoland, as you have done this in the past, would you be concerned about the viability of the project going forward, or is all the upfront costs. Pretty much done in that operationally year to year.

It’s, it’s not that big of a deal.

Yolanda Padron: As an asset manager taking this on, I’d probably have started preparation on this project a lot earlier than other of my projects like I do. I know that usually there’s, you know, we’ve talked about the different teams, right, throughout the stages of the project until it goes into operations, [00:18:00] but.

And usually you don’t have a lot of time to prepare to, to make sure all of your i’s are dotted and t’s are crossed, um, by the time you take the project and operations from a commercial standpoint. But this project, I think would absolutely, like you, you would need to make sure that a lot of the, of the things that you’re, that might be issues for some of your projects like aren’t issues for this project.

Just to make sure at least the first few years you can. You can avoid a lot of, a lot of turmoil that the pricing and the disputes and the technical issues are gonna cause you, because I feel like it’s just, there’s, there’s just so many things that just keep this side, just keeps on getting hit, you know?

Allen H: Well, I, I guess the question is from my side, Yolanda, is obviously inflation, when this project started was pretty consistent, like one point half, 2%. It was very flat for a long time. And interest rates, if you remember when this project started, were very, very low. Almost [00:19:00] nonexistent, some interest rates.

Now that’s hugely different. How does a contract get set up where a vineyard can’t raise prices? It would just seem to me like you would have to tie some of the price increase to whatever the inflation rate is for the country, maybe even locally, so that if there were a, a war in Ukraine or some conflict in the Middle East.

That you, you would at least be able to, to generate some revenue out of this project because at some point it becomes untenable, right? You just can’t afford to operate it anymore. And,

Yolanda Padron: and I think, um, I, I haven’t, I obviously haven’t read the, the contracts themselves, but I know that there’s sometimes there, it’s pretty common for a PPA to have some sort of step up year by year.

And it’s usually, it can be tied to, um, the CPI for. Like the, the change in CPI for the year to year. So you’re [00:20:00] absolutely like, right, like maybe, I mean, hopefully they’re, they’re not just tied to the fixed 69 bucks per megawatt hour. Um, but, but yeah, to, to your point like that, that price increase could, could really save them.

Now that we’re, we’re talking the, the increase in, in inflation right now and foreseeable future,

Allen H: if you think about what electricity rates are up in the northeast. I think I was paying 30 cents a kilowatt hour, which is 300. Does that sound right? $300 a megawatt hour. Delivered at the house, something like that.

Right? So

Yolanda Padron: prices in the northeast are crazy to me,

Allen H: right? They’re like double what they are in North Carolina. Yeah.

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Yolanda Padron: you millions.

Allen H: Well, sometimes building a wind farm turns out more than expected construction workers at a 19 turbine wind project in lower Saxony Germany under Earth. What experts call the largest Bronze age Amber Horde ever found? The region, the very first scoop of an excavator brought up bronze and amber artifacts that stopped construction and brought archeologists back to the site.

Uh, the hoard has been dated between [00:22:00] 1500 and 1300 DCE and is believed to have belonged to at least three. Status women possibly buried as a religious offering. Now as we push further and further across Germany with wind turbines and solar panels for, for that matter, uh, we’re coming across older sites, uh, older pieces of ground that haven’t been touched in a long time and we’re, we’re gonna find more and more, uh, historically significant things buried in the soil.

What is the obligation? Of the constructor of this project and maybe across Europe. I, I would assume in the United States too, if we came across something that old and America’s just not that old to, to have anything of, of that kind of, um, maybe value or historically significant. What is the process here?

Rosemary Barnes: I assume that they’ve gotta stop, stop work. Um, yeah, that’s my, my understanding and I don’t think, do you have [00:23:00] grand designs in America?

Allen H: I don’t know what that is. Yes.

Rosemary Barnes: So missing out by not having that chat. It’s a TV show about people who are building houses or doing, um, ambitious renovations, and it just, it follows, it follows them.

You can learn a lot about project management or. The consequences if you decide that you don’t need to, project management isn’t a thing that you need to do. Um, anyway. I’m sure that in some of those ones I’ve seen they have had work stop because in their excavation they found a, um, yeah, some, some kind of relic, um, from the, from the past.

So based on that very well-credentialed experience that I have, I can confidently say that they would be stopping stopping work on that site. I mean, it’s so bad, bad for the developer, I guess, but it’s cool, right? That they’re, you know, uncovering, uh, new archeology and we can learn more about, you know, people that lived thousands of years ago.

Allen H: It, it does seem [00:24:00] like, obviously. Do push into places where humans have lived for thousands of years. We’re going to stumble across these things. Does that mean from a project standpoint, there’s, there’s some sort of financial consequence, like does the lower Saxony government contribute to the wind turbine fund to to pay the workers for a while?

’cause it seems like if they’re gonna do an archeological dig. That that’s gonna take months at a minimum, may, maybe not, but it usually, having watched these things go on it, it’s. It’s long.

Rosemary Barnes: But wouldn’t that be something that you’d have insurance for?

Allen H: Oh, maybe that’s it.

Rosemary Barnes: You know, it seems to me like an insurable, an insurable thing, like not so hard to, it would’ve affected plenty of other, like any project that involves excavation in Europe would come with a risk of, um, finding Yeah.

An archeological find. And having work stopped, I would assume.

Allen H: Yolanda, how does that work in the United States do, is there some insurance policy towards finding [00:25:00] a. Ancient burial ground and what happens to your project?

Yolanda Padron: I don’t know. I, um, the most I’ve heard has been, it’s just talking to like the government and like the local government and making sure that you have all your permits in place and making sure, you know, you might need to, to have certain studies so you know, you might not have to get rid of the whole wind farm or remove the hole wind farm, but at least a section.

Of it has to be displaced from what you originally had thought. I don’t know. I know it happens a lot in Mexico where you get a lot of changes to construction plans because you find historical artifacts or obviously not everybody does this, but like. Tales of construction workers who will like, find, they’re so jaded from finding historical artifacts that they just kind of like take and then dump them to the next plot over to not deal with it right now.

Not that it’s anything ethical, uh, or done by everybody, [00:26:00] uh, but it’s, but, but it’s a common occurrence, a relatively common occurrence.

Allen H: You would think it where a lot of wind turbines are in the United States, which is mostly Texas and kind of that. Midwest, uh, wind corridor that they would’ve stumbled across something somewhere.

But I did just a quick search. I really hadn’t found anything that there wasn’t like a Native American burial ground or something of that sort, which they previously knew. For the most part. It’s, so, it’s rare that, that you find something significant besides, well, maybe used some woolly mammoths tusks or something of that sort.

Uh, in the Midwest, it’s, it’s, so, it’s an odd thing, but is there a. A finder’s fee? Like do does the wind company get to take some of the proceeds of, of this? Trove of jewelry.

Rosemary Barnes: I, I would be highly surprised.

Allen H: Well, how does that work then? Rosemary?

Rosemary Barnes: I’d be highly surprised if that’s the case in Europe. I bet it would happen like that in America.

Allen H: Sounds like pirate bounty in a sense.

Rosemary Barnes: In, in Australia it wouldn’t be like that because [00:27:00]you, when you own land, you don’t actually. You, you own the right to do things from surface level and above, basically. I don’t know how excavation works. So you don’t generally have a a right to anything you find like that?

I mean, you shouldn’t either. It’s not, it’s not yours. It’s a, it belongs to the, I don’t know, the people that, that were buried. When you then to the, the land, like, I guess. The government in some way. I mean, in Australia it’s, um, like we don’t have so many archeological fines that you would find from digging.

I mean, it’s not that there’s none, but there’s not so many like that. But it is pretty common that, you know, there are special trees, um, you know, some old trees that predate, uh, white people arriving in Australia. And, um, you know, that have been used for, you know, like it might have a, a shield that’s been, um.

Carved out of it. Or, uh, hunting. Hunting things, ceremonial things, baskets, canoes, canoe like things, stuff like that. They call ’em a scar [00:28:00] tree ’cause they would cut it out of a living, living tree. And you know, so when you see a tree with those scars and that’s got, um, cultural significance. There’s also, you know, just trees that were, um.

That that was significant for cultural reasons and so you wouldn’t be able to cut down those trees if you were building any, doing any kind of development in Australia and a wind farm would be no different. I know that they are, there are guidelines for, if you do come across any kind of thing like that or you find any anything of cultural significance, then you have to report it and hopefully you don’t just move it onto the neighboring property.

Allen H: I know one of the things about watching, um. Some crazy Canadian shows is that. Uh, you have to have a Treasure Hunter’s license in Canada. So if you’re involved in that process, like you can’t dig, you can’t shovel things, only certain people can shovel. ’cause if they were to find something of value, you.

You’ll get taxed on it. So there’s just a lot of rules [00:29:00] about it. Even in Canada,

Rosemary Barnes: if I was an indigenous Australian and you know, some Europe person of European descent came and found some artifacts, uh, aboriginal. Artifacts. I would be pissed if they just took it and sold it. Like that’s just clearly inappropriate right.

To, to do that. So you, I don’t think it should be a free for all. If you find artifacts of cultural significance and you just, it’s, you find its keepers that, that doesn’t sound right to me at all.

Allen H: Can we talk about King Charles II’s visit to the United States for a brief moment?

Uh, he is a really good ambassador, just like, uh, the queen was forever. He’s, he does take it very seriously and the way that he interacted with the US delegation was remarkable at times in, in terms of knowing how to deal with somebody that there’s a war going on right now. So there’s a lot [00:30:00] happening in the United States that, uh, not only could it be.

Uh, respecting both sides of the UK and the United States’ position in a, in a number of different areas, but at the same time being humorous, trying to build bridges. Uh, king Charles, uh, had the scotch whiskey tariffs removed just by negotiating with President Trump, and sometimes that’s what it takes.

It’s a little bit of, uh. Being a good ambassador.

Allen H: Yeah. The very polished you would expect that. Right? But this is the first visit of. The king to the United States, I believe. ’cause he, he’s been obviously as a prince many, many, many times to the United States. [00:31:00]But this time as, as a, the representative of the country, the former representative or head of the country, which was unique.

I think he did a really good job. And I wish he, they would’ve talked about offshore wind. Maybe he could’ve calmed down the administration on offshore wind.

Rosemary Barnes: I bet that’s one of the, the goals. I mean, that’s an industry that’s important to. So

Allen H: I wonder if that happened actually. ’cause that’s not gonna be reported in, in the news, but how the UK is going on its own way in terms of electrification and I guarantee offshore wind had to come up it.

Although I have been not seen any article about it, I, I find it hard to believe that King Charles being the environmentalist that he is, and a proponent of offshore wind for a long time. Didn’t bring it up and try to mend some fences.

Rosemary Barnes: Maybe he’s playing the long game though. I mean, Trump is pretty, he’s transactional, but he also, you know, he has people that he really likes and you know, will act in their interests.

So maybe it’s enough to just be [00:32:00] really liked by Trump, and then that’s the smartest way you can go about it.

Allen H: Did you see the gift that King Charles presented to, uh, the US this past week?

It was a be from, uh, world War II submarine, which was the British, I dunno what the British called their submarines, but it was, the name of it was Trump. So they had the bell from. The submarine when it had been commissioned and they, they gave that to the United States, or give to the president. It goes to the United States.

The president doesn’t get to keep those things, but it was such a smart, it’s a great president. It’s such a smart gift, and somebody had to think about it and the king had to deliver it in a way that got rid of all the noise between the United States and the uk. Brought it back to, Hey, we have a lot in common [00:33:00] here.

We shouldn’t be bickering as much as we are. And I thought that was a really smart, tactful, sensible way to try to men some fences. That was really good. 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.

Don’t forget to subscribe, so you never miss this episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. For Rosie and Yolanda, I’m Allen Hall and we with. See you’re here next week on the Uptime Wind Energy Podcast.

Vineyard Wind’s $69.50 PPA, Two Offshore Lease Exits

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America Is a Gun

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I’ve enjoyed quite a few works from the poet whose work appears at left, but this one speaks to me most clearly.

Money means everything, and the value we put on the lives of our children pale in comparison.

America Is a Gun

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