Weather Guard Lightning Tech
Orsted Delayed In Taiwan, Bill Gates Backs AirLoom Energy, Drone Inspections with Spinning Turbines, World Wide Wind Counter-Rotating Turbine
Phil Totaro and Joel Saxum discuss the situation in Taiwan where Orsted has another ship delay that is pushing back the completion of the offshore project. In Norway, World Wide Wind received the green light to trial their small counter-rotating turbine off the coastline. Billionaire Bill Gates has backed a US-based startup that looks towards vertical blades on an oval track to generate low-cost electricity – Rosemary has doubts. Then the crew digs into the newly financed effort to photograph rotating blades using drones. Plus, Windy Hill Wind Farm in Australia is our wind farm of the week! It’s an action-packed episode!
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Uptime 191
Allen Hall: Rosemary, I was watching X the other day and they had a little video from Canberra. I thought, Oh my gosh, I know someone from Canberra. And it was at the airport where a lady evidently missed her flight and decided that she was going to get out on the tarmac and then flag down the airplane on the tarmac.
So she was literally out on the tarmac. There’s video of her trying to alert the pilot, like what the pilot is going to do. I don’t know. But the question in the aerospace community and the airplane community is how did somebody get on the tarmac in Canberra? I assume there’s a couple of gates or guards or something before he could hit the airplane.
and second of all, was that you?
Rosemary Barnes: It wasn’t me. It’s been a long time since I missed a flight. it has happened in my life, but not recently. And yeah, Canberra is not the largest airport, technically international. but in reality, it feels more like a rural airport, but there are locking doors between the, yeah, the departure lounge and the tarmac.
So a little bit surprised. I guess someone stuffed up and forgot to lock a door.
Allen Hall: I hope that’s the case because the pilot was concerned about it. Yeah. She’s lucky. She didn’t get sucked into an engine. That could have happened. That could have really happened. It was very serious. yeah, hopefully everything goes better in Canberra.
And this weekend on the podcast, we have a lot of crazy, interesting news from all over the world. We’re talking about new wind turbines off the coast of Norway. We’re talking about new wind turbines in the United States of all things. plus Ørsted is in trouble again in Taiwan. This is a crazy week for wind energy, so stay tuned, there’s a lot ahead.
If you have some free time in early February, you probably ought to go to Denmark and, go see the Leading Edge Erosion of Wind Turbine Blades conference that’s going to be held outside of, or in, where DTU is. Because Joel and I are going to be there, of course, because where else would we be in February?
It’s one of the colder places on the planet. But we are talking about leading edge erosion, and I know Rosemary is a big fan of leading edge erosion and, trying to squash it, in our times at LM. But there’s a lot of people that’s going to be at this conference that we know that have been on the podcast.
Morton Handberg from Wind Power Lab, Nicholas Gaudern from Power Curve’s going to be there, Dainis Kruze from Aerones. Christian Bachman, DTU, so there’s a number of really interesting talks that are happening and it’s all, it’s not like there’s multiple rooms, there’s one place where all the action is and you’re just going to get, a fire hose of really useful information.
So if you’re interested in attending that conference, I do think there’s still some tickets available. Just go to www. conferencemanager.dk/5LEE and that’ll take you to the details and how to register and attend that conference. hopefully we see some of you there in February.
Oslo based startup World Wide Wind has received approval to test their novel floating wind turbine designed off the coast of Norway. The current prototype is a 30 kilowatt turbine that measures about 20 meters high and has two sets of pronged counter rotating blades. It’s like a whisk. Like when you’re making cookies, it’s looks like that.
The design features a vertical axis turbine that can freely spin, obviously, and it tilts with the motion of the waves. So this, wind turbine kind of leans over to one side. The ballast and all the Good stuff are under this, under the water. The this, obviously this pilot is just a 30 kilowatt machine, but they’re planning on trying to build a 1. 2 megawatt machine by 2025. And they’re considering this new technology to be a Tesla moment for the wind industry. Rosemary, is it a Tesla moment for the wind industry? You need to remove Elon Musk from that discussion, right? Every time we talk about Tesla, it always emotes down to Elon Musk, but taking Musk out of it, is this a Tesla moment for wind?
Rosemary Barnes: Can I take it right back to Elon Musk?
Allen Hall: Oh, I just tried not to.
Rosemary Barnes: Because I think that this isn’t, it’s… It’s not necessarily a Tesla moment, but I think it is an Elon Musk moment, but maybe more the, Twitter purchase rather than the, Tesla or SpaceX kind of event.
Allen Hall: Should we rename it? Y or Z or something. Is that what you’re saying?
Rosemary Barnes: No, but seriously, I’m not as negative on these kinds of new wind turbine technologies as I know everybody else is. I think that for floating offshore wind, I think that, the design that evolved and became the best onshore is, not ideally suited for floating offshore wind.
if you just think about trying to make a regular wind turbine float, you can imagine it, put it in your bathtub, your little wind turbine model, it’s going to fall over. And that’s the same problem that, yeah, everyone that’s trying to do floating offshore wind is, trying to come up with different.
Different ways to get around that. The fastest thing to do is to take an existing turbine and just modify it so that it will, float. And that’s, that reduces risks in a lot of ways, because you already know that the turbine part of it works. So you already know how the aerodynamics works and work.
And now you’ve just got to add on all the, floating and bobbing and yeah, waves and, all those sorts of things. All those new uncertainties are on top of, existing mature known technology. But if you were starting from scratch and there was no onshore wind, I feel 100 percent sure that the, three bladed turbine, horizontal axis at the top of a very tall tower, that’s not what you would end up with if you were starting from scratch offshore.
Yeah so understandably, there’s a whole, bunch of different kinds of wind turbine technologies that are trying to break into this floating offshore space. And vertical axis is a big category of those. There’s other ones like SeaTwirl, Aerodyn. Yeah. and there are some big benefits cause the with a vertical axis wind turbine, the generator can be right on the bottom. you can put the heavy part in the water, which obviously makes it a lot easier to float and be stable. Yeah, so that said it just because that may well have been the way that we went, if onshore wind never existed, it doesn’t mean that is going to be the, the design that wins out because it’s not just about what would be the best technology if you’re starting from scratch, when we’re not starting from scratch. Regular, the kind of wind turbine that we’re all used to seeing, horizontal axis, three blades on top of a tall tower, that design has had decades and decades to reach maturity.
And, delivers reliable electricity now at a cheap cost most of the time. And when you’re trying to develop new technology, doing it in an offshore environment is got to be the hardest place that you could do that, especially floating offshore, which are designed to go and, really deep water far away from the coast.
So I think, when you look at any one specific company that’s developing a new offshore wind technology, I would say they’re, most likely to fail, but it wouldn’t surprise me if A couple of them did succeed. At least, I’ll give them, I’ll give them a chance. yeah. this particular design, I, don’t really see it.
I would love to see the prototype that I presume that they, Tested a prototype extensively in wave tanks and onshore, to, work out as many of the kinks as they could before they took it into the really expensive operating environment. I haven’t seen a lot of that yet, I think it might be a case of, trying to hype up a technology to get investors and get a lot of money to do development.
But then, yeah, it’s really challenging offshore. You look at what a lot of wave energy companies have done. They’ve raised enough money to make one prototype. And then of course experiences a lot of problems because, that’s what a prototype is for. And also because you’re trying to test it in the most ridiculously harsh operating environment anywhere.
And so they fail and that would be my expectation for most of these companies too. If I was, investing a lot of money in one of these companies, I would try really hard to get enough money to develop it onshore properly first. And then, gradually and incrementally de risk it offshore, but just, you need so much money and so much patience with your money to be able to develop in that way.
And that’s just not what we say when, investors are used to. I don’t know, making, money off a new app or whatever other kind of, technologies that they’re used to. So yeah, unfortunately the consequences, a lot of failed companies along the way, but.
Allen Hall: Isn’t timing the most important factor in offshore wind or do you have any low interest rates, a willing public to purchase the power, the Permits to put it in the water, all the cabling, everything coming together at just the right moment.
And if you miss that moment, you’re probably looking at another 10 years. And that moment pops up again.
Joel Saxum: Yeah, but I think it’s, I think it’s more than, I think we could expand that conversation from offshore wind. Offshore wind is what we’re talking about now, because that’s what we talk about. That’s what the podcast is about.
That’s what we’re all interested in. But I think any new technology adaptation. Has the same problem, right? It has to be at just the right moment, and there’s not usually an aha moment where it just pops in. the internet now, we couldn’t imagine life without it. But the internet existed for about ten years before it really became a thing, right?
Think about, we talked about Tesla a little, just a little bit ago. Tesla cars have been around since 2011? 2010? And when they first came out, people, you’re still fighting the technical versus political conversation battle about EVs, even though now almost every manufacturer that makes a, an automobile makes an EV.
I think offshore wind, and the trouble is exactly what Rosemary said, when All of these investment companies that have a lot of capital are usually looking for a quick, throw the capital in, we want it to explode, we want to sell it in a year or two, they want that quick investment cycle.
But offshore wind is going to be a longer investment cycle, simply because there’s a lot of engineering to do, and you need that, you need, the rest of the world to basically take it, to believe that it’s going to work, to believe that it’s good, and to, get it on the grid. So it’s going to take a while.
There’s going to have to be a lot of things that fall into place to make it work. Eventually it will. Do I believe that we’ll have massive large scale floating wind by 2030? Anywhere in the world? No. but 2040 or 2050, we’ll see it. We’ll see it in our lifetimes.
Allen Hall: Phil, has the funding dried up for projects like this?
With the Interest rate hikes and Ørsted losing so much money on projects in New Jersey, it just would seem if I was to pitch a new offshore wind turbine, there’d be very little response from the Venture capital markets and investment groups.
Philip Totaro: The short answer is yes. If, you want to introduce a radical technology like this, the first thing they do is you go build yourself a time machine, go back about 35 years and introduce it in the market at that point in time.
Because we’re already to a point where, and this is what engineers just don’t always get, and God bless them, I, am one, I love them. But, they just don’t understand the difference between technological feasibility and commercial viability. Just because something is technologically feasible, and by the way, I do believe that this thing that they’re putting out in Norway can work.
But, that doesn’t mean that it’s commercially viable. The reason being that we see a huge supply chain. That would need to be established. different supply chain than what we already have, it’s a different type of, yes, they’re still using cold rolled steel, but it’s probably, different steel, different fixtures, different methods for construction assembly, potentially different bearings than what we’re already using.
We need supply chain scale and a radical technology like this does not help and accomplish that goal. So it’s just, it’s, never going to get off the ground or, in the water. This, it’s a science project at this point.
Allen Hall: Let’s raise the stakes a little bit. Let’s look at the new Siemens offshore wind turbines and the new, like the Haliad X from GE, which are relatively new.
The risk involved with those turbines is still relatively high, right? It’s because we don’t have a lot of experience with them and, so there is a lot of technology going on in offshore wind. It’s just pretty much in two platforms. Not a lot of history right there.
Philip Totaro: But you also have a multi billion dollar company behind the development of that, not some startup that’s got like maybe a few million bucks and a hope and a pipe dream.
It takes tens of millions, hundreds of millions now, even designing and developing and commercializing a brand new, 15, 16 megawatt offshore wind turbine. You’re talking about, in terms of non recurring engineering, somewhere in the ballpark of about 230 million U. S. plus then supply chain, which basically puts it up to close to a billion dollars that you’re going to have to invest in because you’re talking about factories.
You’re talking about, assembly capabilities. You’re talking about vessels to support everything that you’re constructing. Now, with floating wind, that’s where you do get an advantage, because you can do everything quayside and tow it out. it’s not necessarily as much capital, but, the fact that we’re already, there are any number of technologies that, it’s, and, we’ve talked about some of them on the show.
A spiral welded onshore wind turbine tower. Great idea conceptually, but look at how much money has already been invested in transportation fixtures for a conical steel tube tower from a factory to a project site. You are never going to introduce a radical new technology, and at this point in the industry’s mature state of maturity. And do it if you’re just some random startup.
Joel Saxum: So here’s an interesting one for you, Phil, because I was talking with some people online about this today on a LinkedIn post. So I saw this post from, okay, we know this big nasty storm has hit Europe in the last week. I can’t remember the name of it, starts with a c. But there was some video of a floating offshore wind turbine test unit, basically prototype, offshore Spain.
And the post was like, hey, we took 10 meter waves and we took 100 kilometer an hour winds through this storm, and this is how the thing acted and it survived. And everybody was, yay, yay, yay, awesome, that’s cool. And it is. However… This is, that’s a mid stage between what we’re talking about. We’re talking about the worldwide wind, coming in from TRL zero from a napkin scratch book out to develop some completely new thing offshore.
That’s one thing, that’s super difficult. Right now we’re in the stage where we’re adapting regular fixed bottom wind turbines, basically the nacelle and, the whole unit blades and everything to go onto a floating offshore wind farm, or a floating offshore platform. And we’re still just figuring that out, because the con The conversation was, if this is a normal nacelle, with the same pitch bearings and yaw bearings and main bearings, and rotating equipment and blades that are on a regular fixed bottom offshore wind turbine, how are they handling all of these extra degrees of freedom of this thing tipping back and forth and moving, and has the engineering been done to a adapt that?
Because as we know right now, in just, in onshore wind turbines, where they’re concreted into the ground, we’re having blade issues, early life fatigue blade issues, early life fatigue drivetrain issues. So now we add a bunch of movement into that. So we’re even still at that stage. Let alone a completely new product.
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Allen Hall: Ørsted’s 900 megawatt Greater Changhua 1 and 2a wind farm off the coast of Taiwan is experiencing further delays due to supply chain bottlenecks.
It sounds very similar to what happened in New Jersey with Ørsted. 111 jacket foundations and 100 turbines have been installed so far. I’ve heard 100 and 101, 102 turbines installed, with 89 of them commissioned and generating power. But there’s about 10 to 11 wind turbines that have yet to be installed.
And the problem is, that the vessel availability. That they’ve had some bad weather or weather conditions where they weren’t able to use the vessels they had and the vessels are going to sail off and work on another project, it sounds like, so they’re going to have to push back the completion of that project until the beginning of 2024.
That project was, it started generating power in April of 22 and has a bunch of Siemens Gamesa wind turbines. So it seems again, ship availability is driving the project schedules around the world, and which leads to project profitability, I would assume, the longer these projects take to get completed and turned on, Phil, wouldn’t you think it’s just adding extra cost to Ørsted’s already, burgeoning, negative outlook?
Philip Totaro: It is. And look, we’ve known for a while that vessel availability was going to be a big issue. There’s plenty of vessel development going on in China, but they’re using it in their domestic market.
And you’re probably going to have a hard time getting a Chinese vessel repurposed for, a project that’s being built by a Western company, even in Taiwan. And certainly you’ll have a hard time getting a, Chinese, constructed vessel, for, other, other, European projects unless the vessel was specifically commissioned by, a European, design company, uh, or operator.
So in this case, we’ve run into this situation again, where a company like Ørsted, they’ve got a fixed schedule, and any kind of supply chain delays, that are necessarily going to impact their time schedule, it’s going to, have these knock on effects. And they even said knock on effects, specifically. And this is one example of that. We’re gonna see this continue to be an issue until probably about 2026 or 2027 when more vessels will become available. There are several, that are being fabricated. Again some are actually being fabricated in China, but they’re dedicated to, European companies that are going to use them in, in, your, for European projects.
There’s a few that are being built in the United States, for Jones Act compliance, and, the Koreans are building some vessels as well because they’ve got a whole burgeoning market. This, the problem will eventually resolve itself, but we’re just in this, period of, uncertainty, if you don’t already have a vessel booked, you’re probably going to have a hard time getting one, and if you’re seeing any kind of cost or schedule overruns, with your project right now, it could leave you in a lurch where, you only have, maybe 90 percent of your project built and you’re just gonna have to wait a while to, to build the other 10 percent of it.
Allen Hall: Rosemary what’s happening in Australia on offshore wind and ship availability? Are schedules getting slid to the right because of supply chain issues and in particular ships?
Rosemary Barnes: So yeah, offshore in Australia is still, we’re still figuring out how to develop a site and how regulations would work and all that sort of thing. It’s not that no work has been done, but I’m pretty confident that no one has actually placed any orders for any turbines yet. Yeah, I guess that’s the plus of, being a slow mover is everybody else can, sort, sort out all the problems.
Allen Hall: Heirloom Energy is a U. S. startup that is backed by Breakthrough Energy Ventures, which is funded by Bill Gates, essentially. And there’s some Google people involved with this. Conceptually, it’s, a series of vertical axis blades that are on a track and they go around an oval, like a NASCAR race, it’s very similar actually. But the blades pitch as they roll around this racetrack and they generate power somehow through the track and the movement of the blades, so it is like a vertical axis wind turbine without the hub. That there’s a just a track that goes around it. And the reason they’re building is because they think it’s easier to build. And they have a 50 kilowatt prototype Being tested in Wyoming and they plan to scale it up to something utility scale. They’re saying that the levelized cost of energy from the system is about 13 per megawatt hour, which seems really low.
And they’re predicting CAPEX is about a quarter of what current wind turbines have. That sounds like a company that hasn’t been involved in wind too long and hasn’t had to build anything big. Put it out in remote locations. They also expect that they won’t need concrete foundations. So I don’t know if they’re just going to put some of those camping stakes in the ground and just hold this thing down.
They haven’t been around a good Kansas wind either, evidently. So the thought of this right now is just really interesting. Like why, Bill Gates has a lot of money, Rosemary. And why, like where would this be used where you couldn’t put up a standard three, a standard horizontal axis, wind turbine and create power.
Rosemary Barnes: There’s a lot to talk about here, but before I talk about why I want to talk about how. Does anybody know how does this generate electricity? So I understand there’s blades on a track and they, they get pushed by the wind. And so there’s some rotational motion. Great. Okay. But where’s the generator, where’s somewhere there’s got to be something turning some magnets, right?
Philip Totaro: Yeah, there are magnets in the track and it works like a maglev train. So the same physics that works to, levitate a maglev train. It’s the same thing, just in reverse.
Rosemary Barnes: Okay. So that’s interesting. One thing I love about this technology is that they have a video of an actual thing on their, on their website.
So like I, if it’s a computer generation, it’s really well done because it’s in this patchy grass and, like some looks a little bit, cobbled together. But they seem to have a small scale prototype. That sets them ahead of at least 99 percent of new wind technologies that I see and that we talk about on this channel.
But, yeah, they list a lot of the benefits of their technology. And some of those are really interesting because, like they’ve got listed that it’s got a lower profile, so it doesn’t need a tall tower. It’s better for views. Yeah, so that’s really nice, except that we all know that the wind speed gets faster, the further away from the ground that you get. There’s a reason why we bother to put a hundred meter, 120 meter tall towers on wind turbines.
It’s because you want that good wind speed, and yeah, the power in wind scales with the cube of the wind speed. So if you go up high enough to get, double the wind speed, then you’ve got eight times as much power. That might be one reason why they’re saying that some of their figures are a bit funny because they say it’s less than one 10th, the cost of a turbine and one third the LCOE.
So if the cost is one 10th, why you are only getting one third, of LCOE. Why isn’t LCOE also 10%. And I guess that’s because they know that it’s not gonna capture very much wind. So yeah, that’s, it’s interesting and I fall for this trap that I think other people do where you say, Oh, this is backed by, Breakthrough or it’s yeah, it’s backed by Bill Gates.
So someone must’ve done good due diligence. And I think that’s generally, the assumption with, or the way that investors work with, hard tech or, yet new energy technologies that actually involve hardware and actually need to, physically perform other than just… it’s not like an app where if you get a good business model and some, network effect and great advertising, then you can scale and make a lot of money.
if it’s an actual physical technology, then you can’t, you can’t cheat the engineering. It actually, it will actually work or it, won’t. And if it doesn’t, then you might, be able to list and make a lot of money to build a prototype. Once that doesn’t go anywhere people aren’t going to be buying them.
And there’s no long term potential in a company whose engineering is bad. And I think that it’s very common for investors to see, Oh, this big name, company or individual has invested in this. They must have done really great, engineering due diligence on it. So it’s all sound. Let’s chuck our money in as well.
And yeah, from the brief look that I’ve had at the website, I see a lot of red flags with this one. I would be, usually I’m trying to not be such a fun sponge and, try and at least allow the possibility that some, new technology is going to do something. I really struggle to see, the point in this one.
Philip Totaro: Dear, Bill Gates, Please contact Intelstor, because we have actual experience in the commercialization of new technologies, and we can tell you what’s gonna work and what isn’t, so stop wasting your money! And call us instead.
Rosemary Barnes: There’s enough information on the website that you should be able to, yeah.
Engage Intelstor, engage Pardalote consulting, there must be any number of other people that can, do what we do.
Philip Totaro: And anybody, somebody that has experience in the actual industry.
Rosemary Barnes: Yeah. Go through a list of claims and, just look at them. It’s also. I don’t, I know most people are just listening and not watching, but I have, I’m showing this book that I have called wind machines that I bought off eBay.
It’s from 1980 and it’s got all these crazy kinds of, new technologies that were new back in 1980. And I love it for, any new technology that you see now, you can always look it up. Look it up in this book and find something similar. And yeah, this one now I’m struggling to find the page, but this one’s no exception.
There are designs just like that listed in, yeah, in this book from 1980. So yeah. Okay. It’s a, it’s new. No, one’s been working on it in 30 years, but, there’s, probably. Probably there have been, probably there’s been lots of high school science classes and, lots of backyard inventors that have been working on this and very quickly came to the realization that this isn’t going to scale, and abandoned it.
Yeah. Anyway. Oh, so here it is. But those people listening at home, I’m just showing a. a picture in the book of, some sails attached to a little cart and the idea is that you put those, yeah, you put those little carts on a track and they get pushed around them and generate electricity, which is basically what this is, except for with, yeah, the addition of, maglev.
There’s a video on my YouTube channel where I had Paul Guipe as a guest. We talked about our red flags for assessing new wind turbine technologies. And that was, yeah, one of the ones that we, featured in there of it.
Allen Hall: Paul has great stories. They’re all memorized cause you can’t find them anywhere.
Now, seriously, the thing about Paul is that he remembers all that stuff and when it happened, because if you were to go back and it happened pre internet, So it makes it almost impossible to find the history of some of these stories. And he’s just a good place to, to learn very quickly.
And his, he has a couple of books, obviously that provide some of these details, but yeah, the history of wind is murky. It’s like the history of casinos. It’s about the same level early on.
Rosemary Barnes: Yeah. So the video on my channel is called Back to the Future of Wind Energy.
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Allen Hall: A new project is developing in the drone technology space to inspect offshore wind turbine blades while they are spinning. Partners include RWE, DTU Wind Energy. QualiDrone, which is a relatively new company, and the Energy Cluster Denmark group. Currently, the wind turbines are stopped when drone images are taken, just because it makes it easier.
But supposedly new drone and AI technology can, identify damage while the blades are rotating. So there’s a, there’s an effort mostly led by RWE to go take a look at this technology and they hope to reduce the cost of inspections. Obviously, when you turn off the, a big 12, 15 megawatt turbine to do a drone inspection, you’re losing a lot of production.
So that they’ve, there’s about 2. 3 million in a budget to go look at this with about a million dollars coming from EU funding and to until late 2025. So they have about two years to work this out, but guys, I’m just wondering, taking pictures of an object that’s moving at roughly 200 miles an hour in very strong winds in the ocean is extremely difficult.
This, is this a very, is this a problem that can be solved quickly?
Joel Saxum: I don’t think so. and I’ll take it, this is a, so one of my lives I lived was drones for a long time. Fixed wing drones and rotorcraft drones, and sensor basically fusion with these drones. So whether you were taking thermal cameras and adding RGB cameras and tying them all together.
But it was all about, inspections and that’s what it was. Whether it was oil and gas or wind turbines or different kinds of assets. So you run into some physics problems here, right? So you know that the new iPhone has a 48 megapixel camera on it. However, the difference between that and while they’ll never be able to take as good a pictures as say like a DSLR, like an actual big camera, they simply don’t allow enough light in.
So to get a good picture, a good accurate picture, you need to have a lot of, pixels per space. And you need to be able to gather light quickly. So to take it, so let’s think about the thing. if you’re going to take a try, try to taking a still image of a turbine blade coming by. So say that thing’s coming by at 200 miles an hour, you need to be able to see.
And what we talk about hairline cracks legitimately pull a piece of hair out of your head. And you need to be able to see that, right? You’re talking one pixel per millimeter is about the maximum that anybody will allow in a drone inspection campaign anymore. So when you get a big tender, it will say one millimeter per pixel is the largest we’ll go.
It used to be three millimeters per pixel. So the smallest, basically, raster little square on the image was 3 mm Now it’s down to 1 mm. And it’s only going to keep getting smaller. there’s, phase 1 out there has a 100 megapixel camera that can take, I think they’re down to 0.4 mm per pixel. Those images are getting better and better. But now we’ve got to think about this. Something’s going by you at 200 miles an hour. You need to be close enough to it that you can see that hairline crack with your, the resolution of your camera. So if you have a hundred megapixel camera, you need to be probably within 20 meters of it to see that thing.
Now you have to think about the movement of that blade coming by it 90 meters per second, 200 miles an hour or so. And now you have to go take a picture so fast that you get zero motion blur within one millimeter. So you’re saying that, lens has to capture the image. And record the image, I can record it afterwards, but it has to capture the image while that blade hasn’t moved the thickness of one millimeter.
While it’s going 200 miles an hour. It’s there’s just not simply physics that can capture that yet if you’re trying to take a still image. Because you can’t allow enough light into a camera sensor to do that. You’ll have to be moving with it at some level. And I don’t know if it’s moving the drone. Romotioncam has done the… The rotating camera, where it’s on the ground and the camera actually matches to the RPM of the wind turbine and takes pictures. So that’s a thing, but now we have to also think about this. When you’re taking drone imagery, for inspections, you need to cover four surfaces.
So you need to cover pressure side of the blade, suction side of the blade, the trailing edge, and the leading edge. So how are you gonna, you also have to make sure that you can get the leading edge and the trailing edge. Which is be, pictures from basically… 90 degrees to the turbine to capture all these things.
So there’s, it’s a novel idea. If someone can figure it out, you will get a lot of orders. You’ll have a full, you’ll, be swamped with work because of exactly what Allen was saying. Shutting down these turbines costs a lot of money. And as It’s not, the global fleet isn’t Mitsubishi M1000As anymore, where it’s only 1 megawatt when they shut them down.
3, 4, 5 MW onshore is normal. 12 and 15 going up to 18 and higher in the global marketplace. Offshore is going to become the new norm. So when you shut those down, you’re costing thousands of dollars an hour. So for solving this problem would be fantastic. However, it is a hell of a feat that’s going to do if they can make it happen, because you’re fighting physics to make it happen.
Allen Hall: Joel, would they use a series of drones? Like you’ve seen at carnivals and festivals, these drones that are flying in a pattern. Like I saw one recently, I think it was on Tik Tok or Twitter or X or whatever they call it today. It looked like a skeleton that was moving through the air and it’s just this really core, uh, coordinated approach of flying drones.
Could you fly multiple drones simultaneously to create like a grid to capture the blade as it spins across so that you could then assemble an AI processed image? From taking multiple, photographs? Yeah.
Joel Saxum: Yeah, you could do that. So how that works usually is all of those drones are programmed individually.
It’s a software in the background. And they use differential GPS for the positioning. So regular GPS, like the GPS you have on your cell, phone, isn’t accurate to 5 meters maximum. And that’s horizontal. Vertically it’s 10 meters and 20 meters out. It’s just positioning from one ear to the other.
But now, if you use differential GPS technology, you can get that down into a 10cm, 20cm range. And so that’s what they have to use ground based stations and differential GPS to get that to work. So you could do that, absolutely. But now you’re also doing this. You’re putting multiple drones in the air within a minimum of 50 or a maximum of 50 meters away from a rotating turbine.
So inside of these units they have a lot of technology and things that will update at high rates of speed. Now you’re actually seeing the controllers within drones operating at 50 hertz. So 50 times a second they’re giving it updates. Hey, you’re moving left, go back right. Hey, you’re moving right, go back left.
That happens 50 times a second within a drone now on a normal basis. There’s even more, there’s processors that’ll do 200 times a second. So if you’re doing that, but a big strong, say you’re in 10 meters per second winds and a gust comes at 20 meters per second, in one second that drone could get pushed 10 meters. That happens, right? So now you have this turbine spinning in front of it, and you’re sitting with these, all these drones out in front of it, and now if you put multiple ones in the air, that’s a possible way of solving this issue. However, you still have to be able to capture images with no motion blur in them while the turbines are go the blades are going by at 90 meters per second.
You still have that physics problem.
Allen Hall: So you’d have a, a lead drone. It’s like when the geese fly south for the winter, you have to have a lead drone out front to… A lead duck drone up front to capture what the gusts are coming and all the turbulence, right? You’d almost have to do that. How else are you going to do that, fix that problem, right?
Am I crazy, Rosemary? You need a lead duck in this situation?
Rosemary Barnes: Yeah, why not? But you could, for your lead duck, why not get an actual duck and with a helmet with some instrumentation on it?
Allen Hall: Now you’re talking. That’s a cost reduction effort. I like it.
Rosemary Barnes: Why reinvent the wheel when you already have, an animal that knows how to, fly and communicate and, all that sort of thing.
Allen Hall: That’s something that Bill Gates could fund right there. The lead duck right there. We ought to call it lead duck. Lead Duck LLC.
Joel Saxum: So, this week’s Wind Farm of the Week comes from Rosemary’s homeland of Australia. It is the Windy Hill Wind Farm. It’s 20 Enercon E40 turbines. They’re each 600 kilowatts. So it’s a 12 megawatt wind farm providing enough power for about 3, 500 homes. The project was built in 2000 has since had three owners, the Stanmill Corporation, Transfield Services, and Ratch Australia Corporation.
The wind turbines are located in private land that continues to be used as a dairy farm and actually has been a part of a cute. Part of a few court cases that have spurred on some international noise around wind turbine effects on local population. There’s some, there’s some good Google searches here.
So each tower is 44 meters high, uh, relatively small. Remember they were built in 2000. The turbines is used at the facilities are Enercon E40s again. They can rotate at speeds between 14 RPMs and 38 RPMs. One of the most important things about this wind farm. According to, according to TripAdvisor, The Windy Hill Wind Farm is the number three of eleven things to do in Ravenshoe on the Queensland Tablelands.
Philip Totaro: Ravenshoe? Sorry. Ravenshoe?
Joel Saxum: Is it Ravenside? It said Ravenshoe.
Rosemary Barnes: No, you have to, you have to leave, leave Ravenshoe. I was waiting for that.
Joel Saxum: No, no. It’s Ravenshoe for sure.
Rosemary Barnes: I did actually, you know, they say it’s, what would you say? Number, number three tourist activity. And I actually went there as, as a tourist with some colleagues.
We were on the way between Cairns airport and, um, uh, some mining tenements inland, and we stopped off and had a look and everybody was, was very interested to have a look at those. Yeah. Little wind turbines that could still going. 23 years later, not a bad effort. And you can see in the distance, there’s a lot of, uh, new wind farms being built in the area because, um, yeah, Queensland is such a great wind resource, so that’s very interesting.
Allen Hall: That’s going to do it for this week’s Uptime Wind Energy podcast. Thanks for listening. Please give us a five star rating on your podcast platform and subscribe in the show notes below to Uptime Tech News, our weekly newsletter.
And check out Rosemary’s YouTube channel, Engineering with Rosie, and we’ll see you here next week on the Uptime Wind Energy podcast.
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US Pushes LNG, Denmark Offshore Permits
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US Pushes LNG, Denmark Offshore Permits
This week we discuss the Danish government’s permit extensions for two offshore wind farms, the U.S. Senate’s new renewable energy bill, the Belgian government’s halted wind farm tender, and the complexities of laying seabed cables for wind farms.
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!
You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here’s your hosts, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.
Allen Hall 2025: Well welcome back to Uptime Wind Energy Podcast.
I have Rosemary Barnes down in Canberra Australia. Phil’s in California, and evidently he lives next door to Prince Harry and Meghan Markle and I, I had no idea, Phil, like you’re that close to royalty.
Phil Totaro: I’m not. You’re
Allen Hall 2025: making that up. Joel’s up in Wisconsin somewhere in the northern wilds of Wisconsin. Next to a cheese factory, and here I sit in Charlotte, North Carolina.
If we’ve been paying attention or if you’ve been paying attention to the news over the last, uh, 48 hours in America has been complete chaos as we are recording this and the US Senate has [00:01:00] passed a bill regarding renewable energy and it’s back to the house. Supposedly this is all gonna get signed off by the 4th of July.
So we’re recording it. Today is July 2nd. Um. So by the time you hear this, something may or may not have happened, and we’re trying to keep abreast of the latest, but I think there’s some other news going on around the world. And, uh, one of the stories we found interesting was the Danish Offshore, uh, agency Energy Agency has approved permit extensions for two of Denmark’s oldest offshore wind farms, which marks a major milestone for.
Wind energy longevity. The middle Gruden and Newstead offshore wind farms have received permission to operate for an additional 25 years and 10 years respectively. That is massive extension. Uh, the middle Gruden facility, which is built in 2001, has about 20 turbines and about 40 megawatts of capacity, and it’s owned by a community cooperative.
[00:02:00] And the Danes being on top of all these things, uh, allowed the extension after doing an engineering analysis showing that the infrastructure has more life. This is unusual. Is this just a artifact of early designs being overly conservative? And these wind farms can practically live forever? I think so. I, uh,
Joel Saxum: I like it.
Alright. I wish that all these wind turbines are built this way because it’s then you can get more longevity of, I think now of course when everybody has a repower now or tries to extend life, they’re trying to really do it. So they’re trying to, if we’re gonna put money, we’ll try to, you know, up the kilowatt, we’ll try to up the capacity, well then the foundations don’t hold and these kind of things.
So it’s kind of like if you look at, um. I’m up here in northern Wisconsin, not too far from my house. There’s a bridge that was built by the CCC, uh, the civilian Conservation Corps in like the, um, at the Great Depression. So like in the 1930s, late, [00:03:00] late 1920s. And that bridge is fine. Like it’s golden. It’s still good, right?
But it was overbuilt, super built to be heavy duty construction. And there’s another bridge just down the road from that same one over the same river that was done in the seventies that needs a complete replacement. Because it was done, it was done with like, you know, di different design functions, not as robust.
And, and it’s kind of like, oh, some of this first generation of older stuff is overbuilt, is toughly built. It’s the same thing. We talk about shorter blades, like a, you know, a V 47 or a GE one X, like those blades just last and, but you don’t see it as much anymore. So I, I, I’m happy to see this. I think it’s cool, uh, to see these things getting basically refurbished and.
Gonna have a life extension.
Allen Hall 2025: I don’t even know what the refurbishment process or the extension process looks like. Rosemary on something that is that old that’s made out of fiberglass and resin. How do you even evaluate something like that?
Rosemary Barnes: Well, what they [00:04:00] do is they, um, if, if you wanna do it properly, then you go back to the original, um, blade design files, um, and you basically, you rerun it, you can, and so you get a different result for two reasons.
Or two possible reasons. One could be that it didn’t see as hard of a life as what they designed for. So, um, you know, you can rerun with the actual loads that it saw if you have those available. And then the second thing is that, you know, these wind farms came on around the turn of the millennium, right?
Um, and so we’ve learned a lot, especially about, um, um, like how strong materials actually are. There are still gonna be some, some, you know, defects in some blades. That will see them fail before others. So you, you know, the blades are getting older. I would expect they will see more, more failures, but, um, there’s a lot better ways that you can monitor that sort of thing.
Now, you don’t just have to wait for a, a blade to break in half and fly off. Um, anymore. You can, uh, you know, install monitoring [00:05:00] stuff and, uh. Inspect them more frequently. You know, drone inspections are so much faster than, uh, if you would’ve had to get up on ropes and have a look at every, you know, square centimeter of blade surface.
So I think that there’s just, you know, that so many technologies have come so far since these, um, blades were designed, that there is a lot of scope to keep them going, if that makes sense. You know, a lot of times a turbine that was installed 25 years ago is gonna be tiny compared to today. So a lot of times people might not want to, um, they might wanna.
You put in new, new, bigger turbines instead.
Joel Saxum: Do you see, because, okay, so we talked about blades here for a second, right? But we have all kinds of rotating mechanical equipment, foundations, bolting all this. Do you see in my mind, in my mind, for something this old and wanting to extend that one, I see a massive NDT campaign.
I see checking bond lines on blades, looking at some metallurgical things, looking at some connection points offshore, looking at the foundations. I mean, of course you’re gonna do some seabed stuff, but that’s usually done in maintenance too. That’s a weird one there, because. [00:06:00] When you talk about maintenance, inspection, repair, and maintenance campaigns for offshore wind farms, there’s things that you don’t do onshore that you do complete offshore regularly, like scour inspections and some of the characterization site surveys, that stuff goes on regularly.
So that’s not something that you need to, oh, we gotta take this big campaign on. Should have regular every year bi-yearly data on that. So that’s cool, but I would see a big NNDT campaign in my mind. Um. I dunno. Maybe that’s Jeremy Hanks question.
Allen Hall 2025: Well, is this useful data that would help the industry just to know how these are performing?
Rosemary Barnes: I think it would be quite specific to the individual components. ’cause you, you know, if the wind farm had an initial life of what, 25 years, um, everything would’ve been designed to last 25 years. You don’t like, good engineering isn’t just making something as strong as you can because it’s gonna be much more expensive than it needed to be.
And what’s the point in having a. I don’t know, a tower that lasts for a a thousand years, but the blades only last for 30 years. There’s no, there’s no [00:07:00] point. Right. So, um, it would just be a matter of how, how excessively conservative the designers were in each case. It won’t be exactly the same for all of them.
I’m sure they’ll be exchanging many components probably. Um. Some components will just be preemptively, like we know that most of these are gonna fail, so we’re gonna do a site-wide, um, campaign to replace, you know, all these bearings or all these, you know, whatever component and then some other ones. It would be a matter of yeah, like waiting and seeing when they fail.
And I think that you’re right, Joel, that I. There’s so many good NDT technologies around now. Um, and, you know, predictive maintenance can, there’s a lot of sensors you can put in that will give you an early warning sign that things, you know, bearings don’t have a lot of life left in them or, or something like that.
And so then you can get really smart about your campaigns to, you know, keep it going.
Allen Hall 2025: Don’t let blade damage catch you off guard. eLog Ping sensors detect issues before they become expensive. Time consuming [00:08:00] problems from ice buildup and lightning strikes to pitch misalignment in internal blade cracks.
OG Ping has you covered The cutting edge sensors are easy to install, giving you the power to stop damage before it’s too late. Visit eLog ping.com and take control of your turbine’s health today. Belgium’s Federal government has unexpectedly halted the long plan tender for the Princess Elizabeth Offshore wind zone.
Just two months before bids were scheduled and the two gigawatt auction was set to launch in November, 2025. After four years of prep work and industry groups are calling the decision a violation of the coalition agreements and warn. It undermines investment certainty in Belgian offshore wind development.
Now, the, the Belgian government is saying that there’s a concern about the onshore grid readiness, uh, although there’s some dispute about that and that all they needed to do was wait a couple of months and it would’ve been fine. [00:09:00] What I’m wondering is there’s a lot of, uh, cancel projects happening. Over in Europe and the UK and this Belgium one, which has been going on for quite a while and has been sort of a point of pride for the last couple of years, all of a sudden seems to be on hold.
What is driving that?
Phil Totaro: Well, it’s, I mean, my, my best understanding of this is that they, there’s kind of a discussion as to what the function of these energy islands is gonna be and how much they’re really needing to invest in it. How much, uh. Are these going to be capable of serving as both service hubs and um, HVDC, uh, kind of collection points.
So there’s a camp in Europe that wants to do a significant amount to build out near term, uh, to be able to, you know, have the [00:10:00] capacity that we all talk about, both onshore and offshore. You know, if we have more transmission capacity, then we can add more. Um. You know, renewable energy, power generation, capacity whenever we want, uh, and, and need it to be able to meet demand.
Um, but they’re, I think, concerned at this point because of, you know, persistent high interest rates and inflation and things like that, which, you know, are gonna basically explode the project budget. So they wanna try to break it up into smaller phases that can be built in a more economically feasible way.
Allen Hall 2025: If the European Union has fines for not meeting commitments, they would get fined if they don’t. Get this project moving
Phil Totaro: theoretically, although that’s also always just a kind of an open thing. They, they can, you know, the, the current law says we’re gonna fine you, but if everyone kind of mutually agrees to forego the fine, then it’s just [00:11:00] kicking the can down the road.
Allen Hall 2025: Did you all see the wind Europe, uh, video today discussing the 20 30, 20 40, 20 50, uh, reaching. Essentially zero emissions are going back to 1990 emissions. And what is all involved with that? We’re mostly talking about heavy industry that is going to use a lot of electricity, it’s gonna switch off of gas, move to electricity, and it’s gonna take a little while to do that.
But it didn’t seem like there was any hesitation, at least from wind Europe, that it wasn’t going to happen. Obviously they’re a advocate for wind energy, uh, but it did. Seem in contrast to what we’ve been hearing in the United States. So it does seem like things are happening, at least at the top level politically in Europe, whereas in the United States, there seem to be somewhat on hold.
Why? I don’t think that’s an energy thing. I think
Joel Saxum: it’s a cultural
Allen Hall 2025: thing.
Joel Saxum: And if you look, if you look into [00:12:00] the E EU in general, they have more of a propensity to do things that are better for the whole and the group. Whereas in the US it’s more. Capitalism based, how can we make as much money as we can?
And capitalism based right now, natural gas is still cheap. If you can get a plant, if you can get electricity that way, you can get it. Whereas the EU will take more of a stance of doing things better for the long run. That’s my take on it.
Phil Totaro: They’ve been, you know, for the last three years, trying to put policies and mechanisms in place to be able to.
Have more domestic generation, um, for electricity and energy in general. Um, so, uh, this is part of why they’re trying to, um, you know, all motivate themselves collectively to move forward. But you’ve still got. Debates in some of the EU member countries like Germany right now with their offshore policy making, uh, France with onshore wind is still having an ongoing debate that’s holding up about $350 billion [00:13:00] worth of investment.
Uh, so. You know, it’s everybody’s moving as quickly as they can, but I think what’s also happening is everybody’s starting to recognize that, you know, if companies like RWE are pulling out of investing in the US at the moment, I. There’s money to be had and, you know, RW eor, um, you know, other companies that had originally intended to go build, you know, particularly offshore, but also some onshore and solar, uh, in the us if, if some of that money’s gonna be freed up, they wanna be able to capture it.
Allen Hall 2025: In the latest issue of PES Wind, which you can find online, just search for PES Wind using your Google engine. Uh, there’s a number of great articles and you, you need to go there and you need to download. This quarter’s, uh, magazine and, and Joel, there’s a, a really interesting article from, uh, go Be consultants about Seabeds and the cabling that happens on the seabeds and [00:14:00] all the difficulty of putting cables on the sea floor.
You always think I do as an electrical engineer. I’m like, it’s a cable. Just drop it on the sea floor and maybe put a couple of rocks on it to keep it from floating away. And you should be good. But it’s
Joel Saxum: a lot more difficult than that. There’s multiple phases of it too, right? So you have to do complete CED site characterization.
So you have to understand what the surface layout is. But then, okay, that surface layout, what is it composed of? Because some of this cable’s gonna sink into the silt, into the mud. Is there rocks down there? Is there rocks underneath the silt that when you lay it down, it could, could cut it? Is there currents where it’s gonna move it around?
Is that a problem? When people think, ah, it’s cable, they’ll just lay it on the sea floor. It’s not. It’s not simple. Um, and you with, I’m just, we’re just talking about site characterization. We haven’t talked about the actual operation of laying it or even loading it onshore and loading it offshore, because even at that level, a lot of damage to cables happens just during the manufacturing and loadout process.
Because it is so [00:15:00] difficult, uh, specialized vessels, specialized technicians, and people doing it, you pull on it too hard, it breaks, you push on it too hard, it breaks, you let it bend too much. It’s junk. It’s very, very, very difficult to lay cables correctly. And if you remember Alan, I think it was man, 2021, there was a, like a $1 billion, like a nine figure.
Insurance case about cable lay in the North Sea on the big wind farm.
Allen Hall 2025: Well, the article does say that 75% of cable problems are manmade phishing. Anchors and as we had seen was, was it late last year, a couple of anchor drops where their anchors were drug on purpose. There’s gonna be a lot more concern about that now and how those, uh, power cables are covered or buried.
I, I guess pretty much, uh, wasn’t the EU pushing to bury all the cables, particularly around the uk?
Joel Saxum: Yeah, there’s, there’s, I mean, there’s. It’s difficult in the UK too because there’s trenching [00:16:00] machines, right? So you have trenching machines that can trench things really easily into silt mud and that on those kind of loose sediments.
However, if you’ve ever been in some of these landing spots, like say like the Scottish Coast, like it’s all rock, right? So now you have a landing problem. You know, so you can, you can bury, you can cover with concrete mattresses, you can do rock bags, you can do all kinds of great stuff. You can also bury it a couple meters down with a trenching machine.
But then there’s the approaches and the, the current offshore that will unbury them and things. It’s very difficult to get it correct.
Allen Hall 2025: Yeah, it it, you need to go check out this article, but it, it lays out all the issues with protecting cables and you can see this and PES win to just go on to Google and look up ps win.com and read the article.
Very good and, and nice job by Goby by the way, uh, I didn’t know some of the things I’ve, I’ve learned a lot from Joel over the last year or two as he explains this to me very slowly. But this article was full of great details. As Wind Energy professionals staying informed is crucial, [00:17:00] and let’s face it difficult.
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 wind.com today. So as we discussed at the beginning of the show, the US Senate has introduced legislation that could provide some, uh, support to the wind industry. So when the latest. Big Bill, what are we calling it? Joel? Big beautiful Bill. Uh, there’s a new provision which basically says if you get roughly 5% of the project cost, uh, started with in the ground or done some work, then the project qualifies for production tax credits that will create, I think, a demand for turbines to be delivered [00:18:00] soon.
And, uh, the, the folks at Sid Bank put out an article, it was late last week or over the weekend that basically said, Hey, Vestus may get a lot of orders from this, uh, because they, they’ll have a lot of demand to get projects in the ground in the United States. Does that make sense? You think Vestas is gonna be the big winner there?
Well, Sid Bank is a vest, is a Danish
Joel Saxum: bank, so that makes, that makes sense. But they have the pulse, they’re there. I I, I don’t know if Vestas is a big winner. I think that there’s gonna be, if this is by 2027, you gotta have a certain amount of thing done. No matter what part of the value chain that you show in the United States for new, new development construction, you’re gonna be busy.
Till 2027 if this, if this thing passes everything the way it should, because simply it’s, it’s like the old oil and gas leases where, uh, if we’re doing work, we still get to extend the lease. So they go, come and park a dozer on your property and all of a sudden your lease gets extended. Definitely. It’s the same concept, right?
If you go out there and you gotta, [00:19:00] if it’s gonna spend 5% of the project, well, let’s go build roads and pads, um, and, you know, deliver a turbine or two. And now we’ve paid for 5% and now that stuff may. Sit there for a little while, while they catch back up. And I think that you’re gonna have an accelerated timeline of things getting done here in the next few years.
Uh, if this passes in its current form, um, I, I would expect the house to change some of these things, but. I’m not a part of the House of Representatives, so,
Allen Hall 2025: well, they’re gonna have to come to agreement pretty quick. And I’m curious as to where this all ends up. I listening to all the discussions over the weekend and reading a number of articles and trying to figure out like, what’s this deal?
Just broaden the scope here for a moment. What’s the deal with all the tariff talks? What’s the deal with all the l and g petroleum push in America? What is happening with the national debt, which is a big discussion in the United States at the [00:20:00] minute, and the Federal deficit, which is what, 34 $5 trillion, where the GDP of the US is about 27 20 $8 trillion.
So the, the debt’s bigger than the national GDP. There does seem to be be a play going on in, I was listening to a podcast this morning from oil and gas. I tried to keep track of these things and they were just really upset with what happened in the Senate. Oh my gosh. We haven’t penalized solar and wind enough.
We need to put more taxation on them to, and it was crazy. It sounded crazy. The oil and gas folks that are pro oil and gas, yeah, they’re gonna do what they’re gonna do. But it does seem like there is a maybe some method to this madness in terms of. What is the United States trying to accomplish here with all the oil and gas talk?
Because it does seem like the tariff talks turn into why are you not buying American LNG? [00:21:00] That’s where it seems to be headed. Do you see that quite often, like the national debt and is the the way to get the economy rolling where there’s more revenue coming into the federal government is to just pump, pump, pump.
This is the Joel. This is also the discussion about Alaska opening up all the. Uh, oil and gas exploration in Alaska, all of a sudden you have to have a customer for this product. And how are they gonna do that? Unless they’re gonna force it through tariff. The tariff talks and all the economic exchanges are gonna happen over the next, supposedly the next couple of weeks.
Joel Saxum: There’s a lot of, like, there’s some facts and numbers here too. Like, uh, the last one I saw was since we started putting. Heavier tariffs, uh, on trading partners. That $121 billion in tariff revenues rolled into the states in the last two, four months. So that’s, that’s, that’s one number. Um, the gas thing is the idea that we can turn it on right now and we can make money on it.
Right [00:22:00] now, I understand that, uh, there’s a big project in Alaska being pitched to get LNG off the North slope because right now only crude pumps off the North Slope. Um, so there’s a big LNG project in the works to get to build a new basically taps line, which is like a, it’ll be a $10 billion project to build a pipeline again across Alaska these days.
Um, and, but another thing that I think that people don’t realize, and this is the, the I’m, you know, I’m an ex oil and gas cot. I still play in that world every once in a while, but when, when people start to fight about the. The tariffs back and forth. We haven’t penalized this and the subsidies and these kind of things.
It’s really quite silly to me because what we really need right now is an all of the above energy strategy. We need as much as, as much as we can that’ll help us fuel the ai, AI, arms, race, data center race, all of these things. We need power and, and when you talk subsidies and people get mad about PTC credits or the IRA credits, they fail to realize sometimes, and I’m not saying they as a person, just people in general [00:23:00] like.
Drilling for oil and gas has been subsidized in the United States since 1913, right? The, the intangible drilling costs deduction for drilling companies. Like we’ve been doing this same thing. That’s the, that is the equivalent of an ITC credit. You’re gonna investment, you’re gonna, you’re gonna, you’re gonna invest to get power, or you’re gonna invest to get hydrocarbons.
We’re gonna give you a tax break on it. Same thing. Um, so these, you know, you’ve had clean coal tax credits for the last 20 years. We, these things are. Out there, right? Modified accelerated cost recovery systems, the macros tax, that’s been since 1986. And that’s for any advanced gas play like, uh, that actually subsidizes fracking.
So these, the, the, the idea that you have different parts of the, basically energy supply chain attacking each other is. It’s silly to me.
Allen Hall 2025: I think it goes beyond that too, Joel, because the US uh, trade talks with the UK and with Australia, it sounds like, uh, the [00:24:00] US administration is telling, uh, countries that could be LNG offtake.
I. Countries to stop building wind. Why are you building wind? Have you, have you seen those articles, Joel? Like why is the US telling the uk, why are you building wind? You should stop building wind. Well, the reason you would want them to stop building wind is so they can buy l and g. That’s why you would do that.
So they become dependent. Dependent on us. Exactly. So you can sell this product because otherwise you don’t have a marketplace for it. So if. If the goal is to raise cash United States relatively quickly by pumping LNG and oil and whatever else, something you can export, that’s why you’d have to do it.
And you need to bring more money into the country than goes out Selling petroleum is a way to do that. You have to cut off all the renewables. You can’t have Australia run on solar if you wanna sell ‘
Joel Saxum: em some l and g. It’s a power play, right? Because I’ll take some words from my, my buddy Kevin Doffing over at Project Vanguard.
Energy Independence is national security, [00:25:00] right? So if we, if we start talking to the UK, to Australia and say, oh, don’t do wind, just buy gas from us. Well, if they did that, then they become dependent on us for their energy needs and therefore their national security needs. I, if I was there, my BI was there, I’d say, get outta my office.
I don’t wanna talk to
Allen Hall 2025: you. That’s the higher level discussion, which I don’t hear in the press at all. I mean, ’cause they’re not thinking at that level. They’re all arguing about what Elon Musk says, and we’re missing the bigger picture that I think the United States is really pushing LNG really pushing petroleum to try to bring more revenue to the United States to help the economy in the United States.
And it’s a quick bandage on what’s been happening over the last 15, 20 years. That’s where it’s headed and that all the trade discussions that are happening seem to be revolving around oil. ’cause that’s the fastest way you’re gonna be able to generate revenue from the United States perspective. Because you can turn it on like that.
You can turn it on. Right. So the drill, baby drill mantra, that’s been. [00:26:00]talked about for the last really two years, it’s gonna come into action. But the problem with that approach is that China’s gonna build more solar panels. China’s gonna build more wind turbines. The Europeans are gonna build more wind turbines, and they’re gonna use a lot more solar panels, and there may not be a market for that petroleum product.
So the administration of the United States has to, has to cut that off.
Joel Saxum: I’m going down a rabbit hole here. Spin up the US petroleum production capabilities, which you, we already have. We can do, we got drill, drill and rigs sitting by it’s turn taps on. Like you can make it move, but you’re gonna make it move based on price.
What is the thing that makes the price? What is the thing that makes the price go up if, if people aren’t buying or if
Allen Hall 2025: even if they are, I think what’s we’re gonna find out over the next probably six weeks, I think what’s gonna happen in some of these trade negotiations that that’s gonna be a pivotable element.
Of the discussions is gonna be the purchase of petroleum from the United [00:27:00] States. That’s why I think a lot of these negotiations have been so drawn out because the thing that a, that the administration wants to sell today is a product that Australia and a lot of countries don’t need, but they’re still going to buy some of it.
I, I guarantee you, Australia can get cheaper l and g from Qatar than they can can gain from us. Exactly. Isn’t that how you’re going to tell if that is the American play? If a country like Australia who should not be buying LNG from the United States starts buying LNG from the United States, that I think is the instantaneous tell that that is where the US is trying to go to help offset all the deficit and everything else that’s going on.
I don’t. I’m not in agreement with the plague, as I think that’s a play you could have made in 1980. I don’t think you can do it in 2025. I think it’s gonna be a much [00:28:00] harder to do because countries are more electrically independent than ever before.
Rosemary Barnes: Yeah. I mean, this, Australia’s got similar decisions to make and I’ve been beating my head against the wall for 20 years.
I’m like, you can’t just force the rest of the world to keep on buying our coal, that the energy transition is happening, or at least it will happen or not based on. Things that are well beyond our control. So, you know, for us to dig our heels in and be like, no, coal’s amazing forever. Like, that’s great. If you’re only using your own coal, you can make that decision.
But when most of the value of Australian coal is by, you know, comes from selling it, uh, to other countries, that’s, you know, they, we can’t force them to keep on buying it. Um, I think Australia is, uh, may maybe does understand that now. Um, I, I don’t see as much, um. Yeah, burying the head in the sand kind of business as usual is even a possibility.
I don’t see that so much anymore, but yeah, I do feel like this latest, um, yeah, play from the US is [00:29:00] maybe a bit like, like you said, from the, it’s from the 1980s. It’s,
Allen Hall 2025: it’s part of is happening, which it helps explain it. I think the problem I, I have is no one’s explaining what’s happening. So when you see these moves, you’re like, why?
Why are we talking to the UK about l and g? Why are we talking to other countries about l and g? Why are we telling them not to put wind in? Why are we trying to crush wind in the United States? Why are the oil and gas folks in the United States so insistent that we tear down the existing wind farms? I don’t disagree with
Phil Totaro: what you’re saying about a lot of this, the, the.
But this goes back to what I keep saying and everybody thinks that I’m some kind of China apologist because of it. And it’s like the whole reason that they’re able to gain prominence is exactly because of the fact that they’re going out there, they are filling the void, that the US is left with foreign aid, they’re going out there and filling the void that we’re leaving by, you know, trying to.[00:30:00]
The harder of a time we give all these other foreign countries, the more they’re gonna look to whatever alternative seems more viable. And if we keep running around, pissing everybody off, then they’re just gonna stop and, and start doing something that is more independent from us than it ever has been before.
Which ties back to what you just said about, uh, you know, every, if you look at everybody’s energy independence, it is increasing. Because they’re doing more to deploy, whether it’s renewable energy technologies or just more domestic consumption of, of resources, there is less and less of an energy trade imbalance than there ever has been in the history of the world.
And that’s only gonna continue. And at the end of the day, you’re, eh. You know, everybody’s going to have energy and electricity, self-sufficiency and independence, and if we don’t continue to do what we have done [00:31:00] as, as a country, then China is gonna dominate the, the, the world. So. You know, this is why I keep saying it’s a choice.
Like their government makes a choice to support their industry because they see this as the wave of the future, and they’ve made a choice. We are making a different choice, and I think it’s the wrong one.
Allen Hall 2025: I think this is only like for gonna last for a year or two. Like it. The economics will not play out in the way that the United States wants it.
Well, that’s gonna do for this week’s Uptime Wind Energy Podcast. Uh. Prince Harry and and Phil are gonna have a good time over the 4th of July, and we’ll see you here next week on the Uptime Wind Energy Podcast.
https://weatherguardwind.com/us-lng-denmark-offshore/
Renewable Energy
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GE 18 MW Turbine, Nordex Revives Iowa Facility
Weather Guard Lightning Tech
GE 18 MW Turbine, Nordex Revives Iowa Facility
Nordex USA has reopened its wind turbine plant in Iowa, while Alliant Energy plans to add up to one gigawatt of wind generation in the state. GE Vernova’s 18 megawatt turbine has been approved for testing and the UK has greenlit the 1.5 gigawatt Mona Offshore Wind Farm.
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!
Good news for Iowa’s clean energy sector.
Nordex USA celebrated the reopening of its wind turbine plant in West Branch, Iowa on Tuesday. The plant now employs more than one hundred workers. They’re producing the company’s first U.S.-made turbines.
Manav Sharma is Nordex’s North American C.E.O. He says the company is committed to Iowa for the long term.
The plant had been closed since twenty thirteen. Nordex bought the facility in twenty sixteen and spent months retrofitting it. The plant will produce parts for five-megawatt turbines. Production capacity is planned to exceed two point five gigawatts annually.
The reopening comes despite federal debates about renewable energy tax credits.
Iowa Governor Kim Reynolds noted that sixty six percent of Iowa’s power comes from renewable energy. That’s the highest percentage in the US.
Alliant Energy also has big plans for wind power in Iowa.
The company filed a plan with the Iowa Utilities Commission to add up to one gigwatt of wind generation.
Mayuri Farlinger is president of Alliant’s Iowa energy company. She says expanding wind energy will help them deliver reliable and cost-effective power to customers.
Alliant plans to own and operate the new wind projects. The company expects the projects to create construction jobs and provide payments to landowners. They’ll also generate new tax revenue for counties where the turbines are built.
The Iowa Utilities Commission is expected to make a decision in the first quarter of twenty twenty six.
Norway is testing the one of world’s biggest wind turbine.
Norwegian regulator N.V.E. approved GE Vernova subsidiary Georgine Wind plans for an eighteen-megawatt turbine in the municipality of Gulen.
NVE says this is the largest wind turbine ever approved in Norway. It’s also the first to be licensed inside an existing industrial area.
The turbine will have a rotor diameter of up to two hundred fifty meters. The maximum tip height will be two hundred seventy five meters.
The turbine will undergo testing for five years before switching to standard commercial operation for another twenty five years.
The United Kingdom has approved its largest Irish Sea wind farm.
Energy Secretary Ed Miliband granted planning consent for the Mona offshore wind farm. The project is owned by B.P. and EnBW. It will feature ninety six turbines off northwest England.
The one point five gigawatt project could power more than one million homes with clean energy. It’s expected to begin production between twenty twenty eight and twenty twenty nine.
Miliband says this shows the government is backing builders, not blockers.
B.P. and EnBW are also waiting for approval of a neighboring wind farm called Morgan. That decision is due by September tenth.
The developers have been paying option fees of one hundred fifty four thousand pounds per megawatt per year since January twenty twenty three.
Richard Sandford is B.P.’s Vice President of Offshore Wind. He says this approval brings them closer to delivering large-scale, low-carbon energy critical to the U.K.’s net zero goals.
That’s this week’s top news story.
Join us tomorrow for the Uptime Wind Energy Podcast.
https://weatherguardwind.com/ge-nordex-iowa/
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