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Ørsted Denies Equinor Merger, WOMA 2026 Tickets Live
The crew discusses Equinor’s significant investment in Ørsted, while Ørsted denies plans to merge. They also cover Jupiter Bach’s new plant in Colorado and the upcoming Wind Operation and Maintenance Australia 2026 event.
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You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here’s your hosts. Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.
Allen Hall: Welcome back to the Uptime Wind Energy Podcast.
I’m your host, Allen Hall in the queen city of Charlotte, North Carolina. I have Rosemary Barnes in Australia who has, uh, been doing a little bit of travel. Joel is back in Austin, Texas. Man, I feel like everybody’s been traveling a lot and so is Yolanda. The Yolanda has been on the road quite a bit and we have a really interesting week in wind energy.
Particularly over in Denmark and Norway, and if you’ve been following the news there, uh, as we all know, Ecuador had a pretty big investment into Sted several months ago where they put in about two and a half [00:01:00] billion dollars to buy 10% of Sted to help write the ship a little bit, and then. A c basically last month, right Joel?
It was about last month where they, they spent about a billion dollars for the right rights issue, uh, to keep that stock moving, right, and or, and need more cash. And that’s how they raised it. That’s a total investment, about three and a half billion dollars. That’s a lot of money for anybody to be spending at this moment, and Ecuador is thinking this is a pretty good bet.
That’s great and they wanna work closer with Ted. And the talk is that Ecuador wants a boar seat with Ted Joel. Is there any chance that is going to happen?
Joel Saxum: Well, it was, it’s interesting that they brought that up as well, right? Because the initial buy-in, you know, back I think six, nine months ago or whatever it was, they specifically said in their press release, we are not trying to get a board seat.
We don’t want to have [00:02:00] control over this, yada, yada, yada. But then when the rights issue came out, and I think it was the, the TED stock dropped like 30% or something that day. Um, they threw more cash in, they got a little bit more power. But it’s like anything, right? Once, once you’ve got, uh, quite a bit of money invested and you have a, have pretty heavy percentage of us of whatever that investment may be, it can be.
Half ownership in a car, I don’t care. You want to have a little bit more say about what happens with your money and what the results can be based on strategic decisions. And if you’ve, you know, been watching Ted’s decisions. Now they’ve been at the, the whim of government policies and stuff for the last few years, but they’ve also mistepped a little bit on a couple of them.
Uh, so you can see EOR wanting to get in there to protect their investment a little bit. The, in the funny thing to me here, and, um, Rosie, you spent a ton of time up in Denmark, is the, the, the back and forth between the Norwegians and the Danes about, oh, you’re, you’re just our [00:03:00] little brother. You’re our, oh, you’re our distant cousin, da da da da.
How they were kind of all at one point in time, a lot, you know, a lot closer. There was what was called the, um, the calmer Union, I think it was. And that was the Danes, Norwegians, Swedes, all under one king. This was a long time ago, but, so there’s that area of the world’s kind of all been playing together and, and if you know a little bit of the history too, all of that money that Norway has, so all the money that Einor has is Danish ex Danish land money.
So the Danes gave away their rights to the North Sea, to the Norwegians for whatever reason, and that’s where all the oil was that made the Norwegians rich. That is the EOR pile of cash.
Rosemary Barnes: People talk about that frequently, like really frequently. In Denmark. I probably would’ve had a conversation like, I don’t know, at least once a month, maybe once a week about that topic.
I remember one that sticks out in my mind. Um, I always said that Norwegian, like, I love the Norwegian [00:04:00] accent. It sounds like Danish, but they’re, they’re laughing. And I remember saying that to my boss one time, my Danish boss, and he says, yeah, they are laughing, they’re laughing all the way to the bank because they’ve got our oil.
And, and every Danish person has a huge chip on their shoulder about it. Um, it, it was like the oil, the oil reservoirs weren’t well known when they did the divide up of who would get, you know, which bits of the ocean. It was mostly about fish. Um, and yeah, so they divided it where they divided it, everyone was happy with it at the time, and then not so long afterwards found out there was just heaps and heaps of, uh, oil under there.
And yeah, Norway got quite rich off it. But you know what? I think that, um, Denmark hasn’t done so bad out of it because it kind of forced them to go all in on wind energy in a way that other, like other countries kind of, it’s like during the oil shock of, was it the 1970s? You know, everyone. Looked into wind energy a lot, but as soon as the price went down again, then they were just like, oh, don’t worry about wind energy.
But [00:05:00] Denmark just, you know, kept on keeping on and they did have, you know, a few decades of just total world dominance in wind energy. Um, and it also kind of, you know, filtered through to other bits of the economy. It’s, it’s really nice kind of. Smart industry manufacturing. They, they really did train up a whole generation or so of, um, engineers that are, you know, really industrious and innovative and you see them in all sorts of other industries now.
So I, I don’t think that Denmark should have a ship on their shoulder about it. I think that, you know, they should consider that they got some, some good out of it as well.
Joel Saxum: I, I completely agree. The, the last funny I’ll throw in there is, if you don’t know this, Ted used to be known as Dong Energy, which is Danish oil and natural gas.
So they used to be an and not, that’s not too long ago. That’s only like 10, 12 years ago.
Rosemary Barnes: No, and I think it’s the only example of, um, any fossil fuel company that has flipped, like fully flipped to [00:06:00] renewables. I don’t think there’s another example. Um, maybe, you know, someone can email us and, and tell me I’m wrong, but I’m pretty sure they’re the only ones.
And so that’s why, like, I, I really like, I’m always going for them, you know, like I’m always cheering them, cheering them on. I want them to succeed because I want that to be something that can happen, you know, so much better if, um, oil and gas companies spend their energy transitioning to renewables and succeeding compared to if they spent their energy trying to, you know, um, stymie the renewable energy transition.
So yeah, I, I think good for them.
Allen Hall: Ted is saying no chance of any sort of merger with Ecuador. In fact, there’s CFOs, total analysts, there are no merger plans, and the CEO of Ted is also basically saying we’re focused on our own plan. We, we we’re going to go ahead and get the company righted and we don’t really need a lot of Ecuador involvement.
That’s gonna come to a head pretty soon though, if Orec [00:07:00] can’t get their stock back up. Like Joel has pointed out, the, the pressure from Ecuador will slightly diminish over time. And if Oreg can get really rolling, which analysts are saying now is somewhere in the 2030 region before they become, uh, self-sufficient in a, in a sense that, uh, until such time, EOR probably is gonna keep knocking on that door.
It does lead to the question, and I think Rosemary, you brought it up, oh, probably six months ago or more, that Ecuador is starting to pull back from its renewables business and starting to focus a little more on the oil and gas side, but they have renewable sort of requirements that they’re going after are goals.
And that stead could fulfill those goals, is that still likely to be the situation where EOR is gonna be in oil and gas and Orsa is gonna be in renewables and between the two of them, they satisfy, uh, both sides, Denmark [00:08:00] and Norway’s economic interest?
Rosemary Barnes: I, I think it’s very, very hard actually for, um, a company that’s used still oil and gas projects to move on to renewables.
I mean, they’re not. That similar, you might like, you might think it’s one kind of energy, um, moving to another kind of energy. But I think that that totally misunderstands how the, the business, the actual business works, what kinds of, um, projects they do, how risky they are, how much return they require, and the only reason.
Companies would do that as if they were kind of forced to.
Joel Saxum: That’s the ESG thing. Yeah.
Rosemary Barnes: Well, it’s not only ESG though, because I mean, eor they are kind of running out like, you know, started off with, um, stuff in Norway or in Norway’s waters. Right. And they’ve, to a certain extent, run out of good projects. I mean, that always happens with, um, with fossil fuels that, you know, the good sites get, um, uh, depleted and you have to find new sites that, that always happens.
Um, aside from [00:09:00] public pressure. Legal pressure in some cases to not do this kind of extraction anymore. Like they are the, it is possible to run out of good sites and to think, okay, well now renewables is starting to look a bit better.
Joel Saxum: Yeah. I think make, I think if you, if you look at it this way too, like make no mistake about it, Einor is, is a major.
In oil and gas, you have the two tiers at the top you have super, major, major. They’re a major bumping against super major. They’re active in, well, not in Australia anymore, ’cause they canceled that in 2020. Right. But Indi India, four or five different countries in Africa. They’re in Brazil, they’re in Argentina, they’re in.
Guyana, they’re in Canada, like they’re everywhere drilling for oil and gas,
Allen Hall: Gulf, Mexico
Joel Saxum: and Yeah, in the us Yeah. So the UK Norway, that, that’s just one little part of it, right? They’re, they have, they’ve been drilling in Africa for 40 years. They’re, they’re a type of company, right? They’re the same thing as a BP or a Shell, or a Repsol.
Which have, which have all said, we’re going into renewables. Wait a second. No, [00:10:00] we’re not. Right. They’re all kind of doing the same thing, uh, pulling back out. And I, but I think Eor, that’s their way of saying we are still a little bit environmentally conscious. We’re still trying a little bit, let’s put some money in stead.
Um, because like you said, it’s just not their, their thing.
Allen Hall: So when does it hit the national government level since now you have CEO for Ecuador and or Ted, uh, having opposing views in the press and they’re very vocal about it. This is not your typical. Danish Norwegian discussion where there’s undertones and there’s not a lot of, uh, quotes in the press.
This is right out in the press, very open right at the moment. At what point do you see the Danish government and the Norwegian government coming together and maybe making some of the decisions for both sides?
Joel Saxum: The Danish government owns 50.1% of Ted.
Allen Hall: That’s right.
Joel Saxum: And what’s the, the company’s named after an or a Danish physicist.
Right. It was like Hans Christian, Ted or something. Right.
Rosemary Barnes: No, I just wanna say something that I’ve always, I don’t know if I’ve ever seen it on the podcast, but it’s so funny because, [00:11:00]okay, so Danish, um, oil and natural gas. An acronym. That’s a bit weird because it’s in English, but for a Danish company, dong isn’t the best word in English.
However, or, I mean, what do we say, Ted? It’s not like it’s, it’s the crossed out o and in in Danish, you should say that like, right. It’s got like the two hardest sounds hardest to say. The, uh, and the, the D is, you say in Danish, you say the D with like your tongue and your lower teeth. Like, ooh. And if you like, look like you’re about to throw up, then you know that you’re saying it, right?
So it’s like they’ve gone from dong to URL and it’s like, why didn’t they pick a word that, like if they want it to be an international, um, like a, a word that makes sense internationally, then why not pick a word that anybody other, a Danish person can say? It’s, um. I, they’re gonna have to do another rebrand
Joel Saxum: because Lego was taken.
Rosemary Barnes: Lego is a, Danish is a [00:12:00] Danish word. It comes from Lago, which means play well. So Le got, um, from the, the two parts of the, the word. So that one, yeah. Perfect. No notes. I did that really well. It’s Danish, but it makes sense. Uh, internationally, well done. They, I don’t know whoever came up with, uh, that the Lego founder needed to be involved in.
Dongs rebranding and have chosen something other than Ural.
Joel Saxum: We need to get someone on the podcast just to discuss that with us, like what happened here, why it has to be a Danish person that has some history with stead. Maybe
Rosemary Barnes: I don’t. The concept is cool. I like the concept. I just, um, it just, it and annoys me because.
You know, like I learned, I, I, I worked really hard at being able to say those Danish sounds in a way that meant Danish people could understand me, but now I’m supposed to say Ted. Um, and that bothers me. So, you know, I’m, yeah, feel personally victimized by this, uh, this name change and they should do something about it.
For my, for my personal preference,
Joel Saxum: as a person who was once the only American in a [00:13:00]mainly Danish company. I got made fun of regularly for my inability to pronounce any Danish words.
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Well, a a Danish company is bringing wind turbine manufacturing jobs to of all places. Colorado Jupiter, Bach, [00:14:00] which is the Danish specialist in the cells and spinner covers for a lot of the OEMs, announced it’s opening a new assembly plant in Brighton, Colorado. It will assemble in the cell covers, which are obviously, as we all know, the outer shells of wind turbines.
Now, Joel, what’s in Colorado, who’s making wind turbines in Colorado at the moment?
Joel Saxum: ERs
Rosemary Barnes: Envision has, um, has a big office there also. I don’t think they manufacture there
Joel Saxum: in right outta Boulder. I think it’s, it was, isn’t there, didn’t we do an article not too long ago about a tower manufacturer, like in Pueblo,
Allen Hall: wasn’t it Cs?
Joel Saxum: Yeah, you’re sitting on the I 25 corridor, so Brighton is actually on I 70, which is heading east off the I 25 corridor, but that I 25 corridor runs from Montana down into New Mexico and it everything branches off at I 70 branches off at I 80 branches off at, so that everything covers, like to me, I’ve always said Denver, which is Brighton, is a suburb of an eastern suburb of Denver, is a great [00:15:00] place for wind energy companies because you’re a day drive from like 50,000 turbines.
You’re right there in the center of you have good airports, you’ve got good transit, there’s good rail there, there’s good highways there. Um, and you have a workforce there, right? You’re sitting outside of Denver. So I think it’s a great spot. Uh, happy to have Jupiter Bach joining the, or expanding there in Colorado.
I think it’s, I think it’s a good plan. Good move.
Allen Hall: Well, we had their CEO, Andreas Kiker on the podcast six months ago, maybe a year ago, and they were, uh, going to have a big expansion down in Florida. I think that still happened because they support a lot of the ge uh, production down there in Pensacola.
But this is the. I think this is a second plant. They have a facility up in, around, uh, Schenectady, New York, also supporting, uh, GEs assemblies, uh, up there. So I guess this would be actually factory three in the us. And this makes a lot of sense, doesn’t it, in terms of avoiding tariffs and having to ship things from other places [00:16:00] that they’re gonna build it.
Sort of next door to the OEMs manufacturing facility.
Joel Saxum: Yeah. Let me ask you a question about that one. ’cause I don’t know the answer to this. Everything we’ve talked about with the IRA bill basically getting canceled, one big, beautiful bill, all this stuff we’ve been talking about, wind turbine development and construction and all this good jazz.
However, as a part of that, IRA bill, there was the ITC credits, the in invest investment tax credits that would go towards something like this. I don’t have the answer to it. Do, do you think this, this. Still qualify or would qualify for some ITC tax credits for them to build manufacturing capabilities.
Allen Hall: Just getting started, isn’t that usually how this works? They’re only gonna have about 15 employees there when they get started, which makes me think the Pensacola facility has a lot of employees and eventually they’re gonna get up to that level. But just planting your steak in the ground, I think would qualify.
Isn that that’s how most of the IRA bill events [00:17:00] happen. Like you, you gotta start. Once you start, then it triggers more in the future, I would assume this is something similar.
Joel Saxum: Well, the ITC tax credits was like, that was like step one, right? But it was like 30 per 30% or something. Like if you build a new facility, we’ll give you a 30% tax break on your capital spent to build that new facility.
I’m, I wouldn’t be surprised as well if the state of Colorado is not helping ’em out because they did a lot of things with Vestas and that that tower manufacturing company, when they were bringing them in, like, Hey, come and come and put an office in here. We’ll give you blah, blah, blah, blah, blah. Like much like most states will put a package together for big manufacturing things.
Allen Hall: So that leads to a broader question because when, when I read the Jupiter Bar article the other day, I thought, oh, that’s really interesting. There’s some investment going on in the US and overall. If you look at, uh, renewables in the United States, they are a good investment that, that some of the renewable energy companies and some of the second, what I’ll call secondary renewable energy companies that are associated are [00:18:00] seeing valuations go up.
And there’s been a lot of sales, most recently of wind farms and renewable assets in the United States. That leads to the question of, is it gonna be like an underground, in a sense, an underground expansion of renewable energy in some of these low level? Get the shovel in the ground to get ready for the, the push that’s gonna happen over the next couple of years.
I see that happening. So even though the, the OEMs are still struggling a little bit and, uh, some of the large operators are realigning, there’s still a lot of money being spread around. Joel, what was the acquisition? That just happened.
Joel Saxum: CBRE bought peer services for $1.2 billion. Now that’s a lot of money, but that’s not just for their win business.
Right? That is peer services was into telecoms and all kinds of stuff, so, but that’s four, 4,000 employees or whatever. But a thousand of those, last I knew, a thousand or so of [00:19:00] those 4,000 people were in wind. So $1.2 billion is a hell of an acquisition for a service company.
Allen Hall: Joel and I have been down to Pierce’s training facility outside of Dallas, and it was new and massive and really impressive, and the amount of effort going into training new employees was going full bore, $1.2 billion.
Joel and Yolanda, that’s a lot of money to pay for that kind of company. You, you know what I mean? It, it does seem like that was a, a pretty penny and there’s a lot more activity I think we’re not paying attention to just because it doesn’t necessarily reach the level of national press where, uh, there’s buying and selling happening in renewables.
Joel Saxum: Yeah. I mean, from, from sitting in in my chair, which some days can be command Central on the cell phone and on the, on the laptop. There’s a lot of m and a activity happening in wind right now. Uh, especially on the service side. You’re seeing. Companies that have, some companies that have used the last few years of a boom to grow.
[00:20:00] In personnel, growing revenue, signed contracts, all this great stuff. And then you’re seeing some consolidation happening now, uh, of these companies getting brought into others, others trying to bolt on services. You know, like, Hey, we do service, but we’d like to have blades and we’d like to have, uh, construction or some cranes or whatever.
So you’re seeing people strategically bolt on because, and if you’re a good company, your customers are asking you, right? Hey, I know you did our. Borescope inspections, but can you do some blade inspections or can you do this? Can you do that? Yeah. And then once that gets to a, a fever pitch, then what do you do?
It’s hard to, it’s hard to find that person and just, here’s an example, right? Blades. It’s hard to find the person to run the blade company. It’s hard to find the engineers to be the back end of the belly company. It’s hard to find the technicians to staff the blade company. So what do you do? You just go buy one, go find one that’s got 30 people in it already buy it.
That’s happening quite. Uh, there’s, there’s a ha a large handful of that happening,
Allen Hall: and my concern about it is that [00:21:00] because there’s so much shuffling happening and money changing hands, I’m a little concerned about the 2026 blade season in the US and actually globally, you know, Onda, you’re a little closer to that in terms of blade activity and repairs that are going on.
What does 26 look like? Are they gonna be fewer? I ISPs? And are they just going to be larger or there’s still gonna be new entrants into the ISP world?
Yolanda Padron: We’ve talked about the fact that nobody wants to be the Guinea pig a lot of times, right? Nobody wants to beat the Guinea pig for these ISPs either. You get into the idea that some, um, really great operators like EDF where they can track.
The techs that are going on each team, and they have a way of, of mitigating their risk that way. Right. But not everybody has done that and not everybody has the capabilities to, to control exactly who has been on their site and who will be on their site aside from. These [00:22:00] particular companies, right? So as these companies grow, um, I think it’ll, it’ll definitely be having a lot more blade work going on and having to have these blades last a very long time.
But I don’t see a lot of new people coming into the market. I don’t know if, if you guys have seen anything different.
Allen Hall: So it’s become a smokestack industry. Is that where we’re gonna go? It’s gonna be vertically integrated.
Joel Saxum: Well, I think what you’re, you’re, you, you have here as well is. You, you may see, okay, so let’s, let’s, let’s separate it from field operations and business, right?
So while you may see businesses changing hands, this, that, the other thing, one of the reasons that that can happen is, is to be honest with you in the field, if a psych supervisor at a wind farm likes a certain team and a certain but of people, he doesn’t care what logo comes at the top of the invoice.
He, she, whatever it may be, right? So if the, if this person, say, Yolanda runs a wind farm and she likes [00:23:00] team one, team two, team three from company X, Y, Z. If that company X, Y, Z now is company A, B, C, Yolanda doesn’t care anymore, she still wants team one, team two, and team three. Okay? Then you’re in procurement.
Now payments go to a different place. You’re making money elsewhere. I don’t care. I just want those technicians. So I think that you’ll see some of that. At our, you know, the high level looking in and going, oh, this company was bought by this company. This company’s bought by this company. The MSAs go with usually when there’s a purchase.
And if the people, like the people and the people are jumping around, they still are working with the same wind farms a lot. Um, I mean that’s I guess my, my take from the field. Maybe Yolanda, you have a different visual vision of that.
Yolanda Padron: If you’re growing the, the scope of this blade work great that you’re having, ’cause you want the blades to last as long as possible.
You also have a, oftentimes you have a site that runs really lean internally, right? As the owner, as the operator. You don’t wanna have to manage a lot of different [00:24:00] teams. So you mentioned team one, team two, team three coming in from company X, Y, Z. If they can trust that company, X, Y, Z will get the job done, regardless of how many teams is on there, they’d rather have.
Company X, Y, Z, then have company A, B, C, and D, E, F, and X, Y, Z, and having a lot of points of contacts that they have to come in and manage and add even more to their plate on top of their day-to-day operations, which is already so much for a lot of these site teams.
Joel Saxum: And I think that that’s the advantage that you’re seeing here of the consolidation, right?
Oh, we’re here on your site doing service. Well now we’re doing BOP, and now we can offer you blades, and now we can offer this. So now you’ve got one. One company contact and then we can take care of your. Stuff. And that’s, and I think that’s where a lot of these acquisitions are going.
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So if you haven’t visited Australia, you need to visit Australia. And the perfect time to be in Australia is February 17th and 18th because that’s when we’re holding the Wind Operation and Maintenance Australia event in of all places. And I’m gonna mispronounce this Melbourne. It was terrible, right, Rosemary?
Rosemary Barnes: Yeah. We just went through this it.
Allen Hall: So the website is live for Woma 2026. You can actually click the link register now. It’s $950 Australian, which is about Joel’s $700 us, [00:26:00]which is the cheapest, most returned for your investment conference in Australia. You’re not gonna find anything else anywhere near that price with.
All the great content about how to operate and maintain your wind turbines in a really, really tough environment, which is Australia. What are some of the highlights, Rosemary, that we’re gonna see on February 17th and 18th and next year?
Rosemary Barnes: Well, we have, um, got a few because the event was quite successful last year and we’re a bit more confident on numbers for this year.
We have actually set aside some budget to bring some speakers from overseas on topics that I know that Australians struggle with. So one of them is bringing somebody to talk about contracts because, uh, yeah, in Australia there’s a lot of these full service agreements and you know, the, it really matters the wording of your contract.
Like, just to give one example. What is a serial defect for one person, it might mean 20%. Um, of your blades or towers [00:27:00] or whatever have this defect within the first five years of operation. For somebody else, it might be 30% in two years, and so that really affects whether you’re gonna be able to claim for those kinds of things.
So any number of little details like that, we’ll go through. Um, and then who are the other international people? We’re, we’re bringing some, um, people with experience, sort of operations experience with large, large, large fleets.
Joel Saxum: LEP.
Rosemary Barnes: Yeah. Leading edge protection.
Joel Saxum: Yeah. We’re talking to quite a few people, uh, that do run large fleets in, uh, and I’m talking large fleets, like eight, 10, 15,000 turbines in one company.
And the reason that we’re doing that and trying to bring those people over is they have had personally. A hand in the holistic management of. Specific engineering aspects of that operations and maintenance wise. So blades, uh, gear boxes, whatever it may be. They’ve looked at the problems. They’ve figured out a way to manage those problems for that massive size of a fleet.
So coming to a [00:28:00] place like Australia where there’s, yeah, 4,500, 5,000 turbines. Um, that, like, that whole entire portfolio would fit inside their company. So they can really give some advice as this is how we’ve done things, this is how we’ve, what we’ve found, this is a good way to manage it. Um, here’s some of the tools we use.
Um, we’re really excited for that.
Rosemary Barnes: One other thing is kind of the opposite of that is the really Australian specific part because the longer that I work in this space on Australian projects, um, on a lot of, yeah, maintenance and operations, mostly for me to do with wind turbine blades. I just see certain issues recurring over and over again that are really different to what happens overseas.
So, you know, it’s to do with, um, yeah, leading edge, erosion, ocean. Um, it’s a global problem, but it, these products fail differently in Australia than elsewhere. So, you know, you do see, you wanna replace, sometimes you wanna replace your leading edge protection after just one or two [00:29:00] years, but then if you replace it with a, the incorrect product.
You’ll be doing it again in another year or two. And to be honest, I’m not, I’m not totally certain that a really ideal product exists in that space. And then there’s also some issues around with, um, operating in high temperatures, the high uv, um, lightning we’re seeing, we’re getting some good lightning results from some of the, um, sensors that have been installed around Australia recently.
Seeing that lightning is really different here. Um, yeah, so many of those things, it’s not. Purely about people talking about solutions. It’s as much about understanding the problem properly so that then solutions can develop that really suit Australia rather than suiting Europe or North America.
Allen Hall: Absolutely. It’s an exchange of ideas. It’s it’s exchange of knowledge. It’s not, it’s Danish American. Europeans come to Australia to tell a story what to do. It is an exchange, and I learned way more last year at this conference than I’ve [00:30:00] learned in conferences in the US over the last three or four years.
It was incredible, just in a day and a half. And this conference will be about two days. It’ll be at the Pullman, Melbourne on the park, a beautiful, beautiful city. The thing about February 17th and anything, there’s a lot going on in Australia, so if you want to attend this, you need to be thinking about getting your airline tickets settled right now.
Because like we’re doing, we wanna make sure we’re there for this conference and all of us on the Uptime podcast will be there, including Rosie. She will drive up in her Cadillac and show up and talk to the conference for five minutes and jet off wherever else she’s going. But it’ll be a really fun time.
It will be a really fun time.
Joel Saxum: I do wanna touch on one other thing that’s been a theme for us here as of late. Like we’ve been to Allen and I’ve been to a couple conferences in the last, uh, month or so, and connecting with people, and one of the really important things that we loved about this event last year was the networking opportunities [00:31:00] that we kind of built into it with coffee breaks and the cocktail hours and the whatever you want to call it.
Very, very laid back. But the conver, the conversations that happen at those networking opportunities, that’s where the real meat is because the people that have the solutions and the problems are meeting each other and, you know, swapping stories. And I don’t know how many times I’ve just seen cards go back and forth or contact information of, and it’s not a sales process, it’s just like, Hey, you got an issue, we can connect on it.
Let’s help, let’s do this, let’s do that. And that’s really what we wanna make this about because as we always say on the kind of the, the uptime. Podcast is a rising waters floats all boats. So we’re just here to help each other.
Allen Hall: Amen. So please go to woma WOMA 2020 six.com and get registered. There are only 250 seats and they are selling very quickly.
So if, if you plan to attend, get on WMA 2020 six.com and register today. That wraps up another episode of the Uptime Wind [00:32:00] Energy Podcast. Thanks for joining us as we explore the latest. Wind energy, technology, and industry insights. If today’s discussion sparked any questions or ideas, we’d love to hear from you.
Reach out to any of us on LinkedIn and don’t forget to subscribe. So if you never miss an episode and if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you here next week on the Uptime Wind Energy Podcast.
https://weatherguardwind.com/equinor-orsted-woma/
Renewable Energy
Sunrez Prepreg Cuts Blade Repairs to Minutes
Weather Guard Lightning Tech

Sunrez Prepreg Cuts Blade Repairs to Minutes
Bret Tollgaard from Sunrez joins to discuss UV-curing prepreg that cuts blade repair time by up to 90% and has recently recieved OEM approval.
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!
Allen Hall: Brett, welcome back to the program.
Bret Tollgaard: Thanks for having me again.
Allen Hall: So a lot’s happening at sunrise at the moment. Uh, there’s, uh, activity with sunrise materials on a lot of blades this year.
Over the last couple of years actually, ISPs, operators, OEMs, are realizing that UV curing is a huge advantage.
Bret Tollgaard: Turns out there’s a lot of value added, uh, to the entire process when utilizing UV cure, uh, pre-req.
Allen Hall: So the, the pre pres are, have been available for a couple of years. The qualification though was always the concern.
Has the OEM qualified this material? Are they gonna give you the blessing? Does this show up in the manual? If I call the OEM, are they gonna say they have talked to you guys? A lot of those hurdles have been cleared at this point.
Bret Tollgaard: Yeah, great question. And we are happy to announce that we have finally been approved by a large OEM for use on the epoxy blade for now all general kind of repairs.
We have several more OEMs that have already passed their phase one mechanical testing, and we’re iterating through now [00:01:00] their, uh, secondary and tertiary kind of tests. And so we do expect to be fully qualified by several OEMs before the end of the year, which should make the ISPs integration and utilization of our materials much, much easier.
Allen Hall: So the, the, the problem you’re solving is repairs in the field for the most part, or sometimes in the factory. Mm-hmm. But a lot of times in the field that those repairs. It happened quite a bit. They’re the same repair, the same area, the same kind of thing over and over and over again. And wetting out fabric on site takes time.
Particularly if you’re using standard materials, you have to bag it. You have to apply heat in some cases to get it to kick, and then you have to wait several hours for it to cure. So in the repair cycle time, most of your time is waiting.
Bret Tollgaard: It sure is. Uh, and on top of all that, we all know that there aren’t enough technicians in this industry to even do all the repairs, uh, that would like to be done.
Yeah. And so to really kind of streamline all of that, [00:02:00] uh, we’ve rolled out a couple of new things and we’ve had a lot more interest in some pre consolidated preki patches for customers. Uh, if a particular blade model has an issue that is a standardized kind of repair. We’re actually now building custom prepregs, or we will build the appropriate width length, stack it, consolidate it, uh, wrap it between our films.
So then all the customer has to do when they get on site is, uh, you know, do do the appropriate surface prep. Scarfing, apply a little bit of our UV surface primer to the backside of that patch. But now they can go up tower, single peel, stick, roll out, and then they’re cured.
Allen Hall: And that’s a. How many hours of saving is that?
It’s gotta be like six, 12 hours of saving, of, of
Bret Tollgaard: labor. It’s upwards of 80 to 90% of the labor that’s gonna actually need to be done to apply that. Otherwise, and then same thing too. We’ve had a couple instances where we took a several day repair down to one, to two to three hours. And these are multi-meter long repairs that were fast tracked because we pre consolidated preki [00:03:00] everything.
Some were in flat sheet forms, some were much longer on rolls, where you’re actually then rolling out with a team. Um, and so we’ve been able to demonstrate several times, uh, over the last 12 months, uh, the, the value that a UV cure preprint.
Allen Hall: Well, sure, because that, that would make sense. The issue about wetting out fabric in the field you just done in the back of a trailer or something, somewhere like that.
Usually it is, it’s that you’re never really sure that you got the fabric wetted out. The experienced technicians always feel like, have done it enough that they get very consistent results. But as you mentioned, getting technicians is hard and, and there’s so many repairs to do. So you’re doing those wetting out composite things takes practice and skill.
Just buying it, preki it, where you have control over it. And you guys sell to the military all the time. So that, and you’re, are you ass 91 qualified yet? You’re in the midst of that?
Bret Tollgaard: So we, I mean, a, we just got ISO certified, uh, at the end of last year in December. So our [00:04:00] QMS system and everything like that’s up to date, that’s huge.
Another big qualification for the OEMs that want to see, you know, true quality and output.
Allen Hall: That’s it. I, if I’m gonna buy a preki patch, so, uh, uh, that would make sense to me, knowing that. There’s a lot of rigor as a quality system. So when I get out the the site and I open that package, I know what’s inside of it every single time.
Bret Tollgaard: Well, and that’s just it. And like we got qualified based on the materials that we can provide and the testing that’s being done in real world situations when you’re wetting out by hand and you’re vacuum backing and you’re trying to cure. It is a little bit of an art form when you’re doing that. It is, and you might think you have a great laminate, you got void content, or you haven’t properly went out that glass ’cause humidity or the way the glass was stored or it was exposed.
The sizing and the resin don’t really bite. Well. You might think you have a great repair, but you might be prematurely failing as well after X cycles and fatigue. Uh, simply because it’s not as easy to, to truly do. Right? And so having the [00:05:00] pre-wet, uh, pre impregnated glass really goes a long way for the quality, uh, and the consistency from repair to repair.
Allen Hall: Well, even just the length of the season to do repairs is a huge issue. I, I know I’ve had some discussions this week about opening the season up a little bit, and some of the ISPs have said, Hey, we we’re pretty much working year round at this point. We’re, we’ll go to California. We’ll go to Southern Texas.
We’ll work those situations. ’cause the weather’s decent, but with the sunrise material, the temperature doesn’t matter.
Bret Tollgaard: Correct. And I was actually just speaking to someone maybe half hour ago who came by and was talking about repairs that they had to do in Vermont, uh, in December. They could only do two layers of an epoxy repair at a time because of the amount of the temperature.
Allen Hall: Yeah.
Bret Tollgaard: Whereas you could go through, apply a six or an eight layer pre-reg cure it in 20 minutes. Uh, you know, throughout that entire length that he had and you would’ve been done. That’s, and so it took several days to do a single repair that could have been done in sub one hour with our material.
Allen Hall: I know where those wind turbines are.
[00:06:00] They weren’t very far from, we used to live, so I understand that temperature, once you hit about November up in Vermont, it’s over for a lot of, uh, standard epoxy materials and cures, it is just not warm enough.
Bret Tollgaard: Yeah, we, we’ve literally had repairs done with our materials at negative 20 Fahrenheit. That were supposed to be temporary repairs.
They were installed four or five years ago. Uh, and they’re still active, perfectly done patches that haven’t needed to be replaced yet. So,
Allen Hall: so, because the magic ingredient is you’re adding UV to a, a chemistry where the UV kicks it off. Correct. Basically, so you’re, it’s not activated until it’s hit with uv.
You hit it with uv that starts a chemical process, but it doesn’t rely on external heat. To cure
Bret Tollgaard: exactly. It, it is a true single component system, whether it’s in the liquid pre preg, the thickened, uh, the thickened putties that we sell, or even the hand lamination and effusion resin. It’s doped with a, a variety of different food initiators and packages based on the type of light that’s [00:07:00] being, uh, used to, to cure it.
But it will truly stay dormant until it’s exposed to UV light. And so we’ve been able to formulate systems over the last 40 years of our company’s history that provide an incredibly long shelf life. Don’t prematurely gel, don’t prematurely, uh, you know, erode in the packaging, all those
Allen Hall: things.
Bret Tollgaard: Exactly.
Like we’ve been at this for a really long time. We’ve been able to do literally decades of r and d to develop out systems. Uh, and that’s why we’ve been able to come to this market with some materials that truly just haven’t been able to be seen, uh, delivered and installed and cured the way that we can do it.
Allen Hall: Well, I think that’s a huge thing, the, the shelf life.
Bret Tollgaard: Mm-hmm.
Allen Hall: You talk to a lot of. Operators, ISPs that buy materials that do have an expiration date or they gotta keep in a freezer and all those little handling things.
Bret Tollgaard: Yep.
Allen Hall: Sunrise gets rid of all of that. And because how many times have you heard of an is SP saying, oh, we had a throwaway material at the end of the season because it expired.
Bret Tollgaard: Oh, tremendously
Allen Hall: amount of, hundred of thousands of dollars of material, [00:08:00]
Bret Tollgaard: and I would probably even argue, say, millions of dollars over the course of the year gets, gets thrown out simply because of the expiration date. Um, we are so confident in our materials. Uh, and the distributors and stuff that we use, we can also recertify material now, most of the time it’s gonna get consumed within 12 months Sure.
Going into this kind of industry.
Allen Hall: Yeah.
Bret Tollgaard: Um, but there have been several times where we’ve actually had some of that material sent back to us. We’ll test and analyze it, make sure it’s curing the way it is, give it another six months shelf, uh, service life.
Allen Hall: Sure.
Bret Tollgaard: Um, and so you’re good to go on that front
Allen Hall: too.
Yeah. So if you make the spend to, to move to sun, you have time to use it.
Bret Tollgaard: Yes.
Allen Hall: So if it snows early or whatever’s going on at that site where you can’t get access anymore, you just wait till the spring comes and you’re still good with the same material. You don’t have to re-buy it.
Bret Tollgaard: Exactly. And with no special storage requirements, like you mentioned, no frozen oven or frozen freezer, excuse me, uh, or certain temperature windows that has to be stored in, uh, it allows the operators and the technicians, you know, a lot more latitude of how things actually get
Allen Hall: done.
And, and so if. When we [00:09:00] think about UV materials, the, the questions always pop up, like, how thick of a laminate can you do and still illuminate with the UV light? And make sure you curate I I, because you’re showing some samples here. These are,
Bret Tollgaard: yeah.
Allen Hall: Quarter inch or more,
Bret Tollgaard: correct. So
Allen Hall: thick samples. How did you cure these?
Bret Tollgaard: So that was cured with the lamp that we’ve got right here, which are standard issued light, sold a couple hundred into this space already. Um, that’s 10 layers of a thousand GSM unidirectional fiber. Whoa. This other one is, uh, 10 layers of, of a biox. 800 fiber.
Allen Hall: Okay.
Bret Tollgaard: Uh, those were cured in six minutes. So you can Six
Allen Hall: minutes.
Bret Tollgaard: Six minutes.
Allen Hall: What would it take to do this in a standard epoxy form?
Bret Tollgaard: Oh, hours,
Allen Hall: eight hours maybe?
Bret Tollgaard: Yeah. About for, for the, for the post cure required to get the TGS that they need in the wind space, right? Absolutely. And so yeah, we can do that in true minutes. And it’s pre impregnated. You simply cut it to shape and you’re ready to rock.
Allen Hall: And it looks great when you’re done, mean the, the surface finish is really good. I know sometimes with the epoxies, particularly if they get ’em wetted out, it doesn’t. It [00:10:00] doesn’t have that kind of like finished look to it.
Bret Tollgaard: Exactly. And the way that we provide, uh, for our standard, uh, you know, pre pprs are in between films and so if you cure with that film, you get a nice, clean, glossy surface tack free.
But as more and more people go to the pre consolidation method down tower, so even if they buy our standard prereg sheets or rolls, they’re preki down tower, you can also then just apply a pre, uh, a peel ply to that top film. Oh, sure. So if you wet out a peel ply and then you build your laminate over the top.
Put the primer and the black film over when they actually get that up on tower, they can then just remove that fuel ply and go straight to Sandy or uh, uh, painting and they’re ready to rock.
Allen Hall: Wow. Okay. That’s, that’s impressive. If you think about the thousands and thousands of hours you’ll save in a season.
Where you could be fixing another blade, but you’re just waiting for the res, the cure,
Bret Tollgaard: and that’s just it. When you’re saving the amount of labor and the amount of time, and it’s not just one technician, it’s their entire team that is saving that time. Sure. And can move on to the next [00:11:00] repair and the next process.
Allen Hall: So one of the questions I get asked all the time, like, okay, great, this UV material sounds like space, age stuff. It must cost a fortune. And the answer is no. It doesn’t cost a fortune. It’s very price competitive.
Bret Tollgaard: It, it really is. And it might be slightly more expensive cost per square foot versus you doing it with glass and resin, but you’re paying for that labor to wait for that thing to cure.
And so you’re still saving 20, 30, 40 plus percent per repair. When you can do it as quickly as we can do it.
Allen Hall: So for ISPs that are out doing blade repairs, you’re actually making more money.
Bret Tollgaard: You are making more money, you are saving more money. That same group and band of technicians you have are doing more repairs in a faster amount of time.
So as you are charging per repair, per blade, per turbine, whatever that might be, uh, you’re walking away with more money and you can still pass that on to the owner operators, uh, by getting their turbines up and spinning and making them more money.
Allen Hall: Right. And that’s what happens now. You see in today’s world, companies ISPs that are proposing [00:12:00] using UV materials versus standard resin systems, the standard residence systems are losing because how much extra time they’re, they’re paying for the technicians to be on site.
Bret Tollgaard: Correct.
Allen Hall: So the, the industry has to move if you wanna be. Competitive at all. As an ISP, you’re gonna have to move to UV materials. You better be calling suns
Bret Tollgaard: very quickly. Well, especially as this last winter has come through, the windows that you have before, bad weather comes in on any given day, ebbs and flows and changes.
But when you can get up, finish a repair, get it spinning, you might finish that work 2, 3, 4 later, uh, days later. But that turbine’s now been spinning for several days, generating money. Uh, and then you can come back up and paint and do whatever kind of cosmetic work over the top of that patch is required.
Allen Hall: So what are the extra tools I need to use Sunz in the kits. Do I need a light?
Bret Tollgaard: Not a whole lot. You’re gonna need yourself a light. Okay. You’re gonna need yourself a standard three to six inch, uh, bubble buster roller to actually compact and consolidate. Sure. Uh, that’s really all you need. There’s no vacuum lights.
And you sell the lights. We do, we, [00:13:00] we sell the lights. Um, our distributors also sell the lights, fiberglass and comp one. Uh, so they’re sourced and available, uh, okay. Domestically, but we sell worldwide too. And so, uh, we can handle you wherever you are in the world that you wanna start using uv, uh, materials.
And yeah, we have some standardized, uh, glass, but at the same time, we can pre-reg up to a 50 inch wide roll. Okay, so then it really becomes the limiting factor of how wide, how heavy, uh, of a lamette does a, a technician in the field want to handle?
Allen Hall: Yeah, sure. Okay. In terms of safety, with UV light, you’re gonna be wearing UV glasses,
Bret Tollgaard: some standard safety glasses that are tinted for UV protection.
So they’ll
Allen Hall: look yellow,
Bret Tollgaard: they’ll look a little yellow. They’ve got the shaded gray ones. Sunglasses, honestly do the same.
Allen Hall: Yeah.
Bret Tollgaard: But with a traditional PPE, the technicians would be wearing a tower anyways. Safety glasses, a pair of gloves. You’re good to go. If you’re doing confined space, work on the inside of a, a, a blade, uh, the biggest value now to this generation of material that are getting qualified.
No VOC non [00:14:00] flammable, uh, no haps. And so it’s a much safer material to actually use in those confined spaces as well as
Allen Hall: well ship
Bret Tollgaard: as well as ship it ships unregulated and so you can ship it. Next day air, which a lot of these customers always end. They do. I know that.
Allen Hall: Yeah.
Bret Tollgaard: Um, so next day air, uh, you know, there’s no extra hazmat or dangerous goods shipping for there.
Uh, and same thing with storage conditions. You don’t need a, a flammable cabinet to actually store the material in.
Allen Hall: Yeah.
Bret Tollgaard: Um, so it really opens you up for a lot more opportunities.
Allen Hall: I just solves all kinds of problems.
Bret Tollgaard: It, it really does. And that’s the big value that, you know, the UV materials can provide.
Allen Hall: So. I see the putty material and it comes in these little tubes, squeeze tubes. What are these putties used for?
Bret Tollgaard: So right now, the, the existing putty is really just the same exact thickened, uh, resin that’s in the pre-print.
Allen Hall: Okay.
Bret Tollgaard: And it’s worked well. It’s, it’s nice we’re kind of filling some cracks and some faring, some edges and stuff if things need to be feathered in.
But we’ve [00:15:00] been working on this year that we’ll be rolling out very, very soon is a new structural putty. Okay. So we’ll actually have milled fibers in there and components that will make it a much more robust system. And so we’ve been getting more inquiries of, particularly for leading edge rehabilitation.
Where Cat three, cat four, even cat five kind of damage, you need to start filling and profiling before any kind of over laminates can really be done properly. And so we’re working on, uh, rolling that out here very, very soon. Um, and so that will, I think, solve a couple of needs, um, for the wind market. Uh, and then in addition to some new products that we’re rolling out, uh, is gonna be the LEP system that we’re been working on.
Uh, the rain erosion testing showed some pretty good results. But we’re buying some new equipment to make a truly void free, air free system that we’re gonna it, uh, probably submit end of April, beginning of May for the next round, that we expect to have some very, very good, uh, duration and weather ability with,
Allen Hall: because it’s all about speed,
Bret Tollgaard: it’s durability.
Allen Hall: All about e
Bret Tollgaard: Exactly. And ease of use by someone in the [00:16:00] field. Yeah. Or OEMs on, you know, in the manufacturing plant. Um, there has yet, in my opinion, to be a true winner in the LEP space. That is just the right answer. And so by applying our materials with the really high abrasion resistance that we expect this to have and be as simple to do as it really appeal, stick and cure, um, we think it’s gonna be a bit of a game changer in this industry.
Allen Hall: Well, all the sunrise materials, once they’re cured, are sandal
Bret Tollgaard: correct.
Allen Hall: And I think that’s one of the things about some of the other systems, I always worry about them like, alright, they can do the work today, but tomorrow I have to come back and touch it again. Do I have a problem? Well, and the sun rests stuff is at least my playing around with it has been really easy to use.
It’s, it’s. Uh, things that I had seen maybe 20 years ago in the aerospace market that have they thought about using the material not only [00:17:00] in the factory, but outside the factory. How easy is it to adapt to, how easy to, to paint, to all those little nuances that come up? When you’re out working in the field and trying to do some very difficult work, uh, the sunroom material is ready to go, easy to use and checks all the boxes, all those little nuances, like it’s cold outside, it’s wet outside.
Uh, it’s, it’s hot outside, right? It’s all those things that, that stop ISPs or OEMs from being super efficient. All those parameters start to get washed away. That’s the game changer and the price point is right. How do. People get a hold of you and learn about the sun rose material. Maybe they, you can buy through fiberglass or through composite one.
Mm-hmm. That’s an easy way to do, just get to play with some samples. But when they want to get into some quantity work, they got a lot of blade repair. They know what they’re doing this summer or out in the fall or this winter come wintertime. How do they get [00:18:00] started? What do they do?
Bret Tollgaard: Well, one of the first things to do is they can reach us through our website.
Um, we’re developing a larger and larger library now for how to videos and install procedures, um, generating SOPs that are, you know, semi, uh, industry specific. But at the same time too, it’s a relatively blanket peel and stick patch, whether it’s a wind turbine blade, a corroded tank, or a pressure pipe. Um, and so yeah, www.suns.com Okay, is gonna be a great way to do it.
Uh, we’re actively building more videos to put on, uh, our YouTube channel as well. Um, and so that’s kind of gonna be the best way to reach out, uh, for us. One of the big things that we’re also pushing for, for 26 is to truly get people, uh, in this, in industry, specifically trained and comfortable using the products.
At the end of the day, it’s a composite, it’s a pre impregnated sheet. It’s not difficult, but there are some tips and tricks that really make the, the use case. Uh, the install process a lot easier.
Allen Hall: Sure.
Bret Tollgaard: Uh, and so just making sure that people are, are caught up on the latest and greatest on the training techniques will [00:19:00] go a long way too.
Allen Hall: Yeah. It’s only as good as the technician that applies it
Bret Tollgaard: e Exactly.
Allen Hall: Yeah. That’s great. Uh, it’s great all the things you guys are doing, you’re really changing the industry. In a positive way, making repairs faster, uh, more efficient, getting those turbines running. It’s always sad when you see turbines down with something that I know you guys could fix with sun.
Uh, but it does happen, so I, I need the ISPs to reach out and start calling Sun and getting in place because the OEMs are blessing your material. ISPs that are using it are winning contracts. It’s time to make the phone call to Sun Rez. Go to the website, check out all the details there. If you wanna play with your material, get ahold of fiberglass or composite one just.
Order it overnight. It’ll come overnight and you can play with it. And, and once you, once you realize what that material is, you’ll want to call Brett and get started.
Bret Tollgaard: A hundred percent appreciate the time.
Allen Hall: Yeah. Thanks Brett, for being on the podcast. I, I love talking to you guys because you have such cool material.
Bret Tollgaard: Yeah, no, we’re looking, uh, forward to continuing to innovate, uh, really make this, uh, material [00:20:00] splash in this industry.
Renewable Energy
Infringing on the Rights of Others
I agree with what Ricky Gervais says here; I would only add that there are dozens of ways religion impinges on others.
In my view, the most common is that it impedes our implementing science in things like climate change mitigation. If you believe, as is explicit in the Book of Genesis, that “only God can destroy the Earth,” you have a good excuse to ignore the entirety of climate science.
Renewable Energy
Could You Be Paid to Sew Disinformation into Our Society?
99% of this totally incorrect.
But hey, who cares, right? There’s a huge market for disinformation, and I’m sure you were handsomely paid.
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