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SkySpecs Customer Forum Recap with Josh Goryl

Allen and Joel speak with SkySpec’s Chief Revenue Officer, Josh Goryl, at the SkySpecs Customer Forum. With record attendance, the forum emphasized industry collaboration, data amalgamation, and the application of AI for optimizing wind and solar renewable energy assets. SkySpecs announced their expansion into the solar industry, leveraging their established wind solutions to streamline data management and operational strategies across renewable energy sectors.

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 FacebookYouTubeTwitterLinkedin 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!

Allen Hall: [00:00:00] I’m Alan Hall, host of the Uptime Winner Energy podcast, and I’m here with Joel Saxon and Josh Gar, chief Revenue Officer with Sky Spec, and Josh brought us out this week to participate in the Skys Pick Customer Forum 2025, which as it turns out, has been the largest attendance this year.

Joel Saxum: Yeah,

Allen Hall: it’s grown every single year. Yeah. It’s a room full of people, all experts in blades all here to learn about the next generation of skys specs, blades and

Joel Saxum: CMS predict CMS predict analysis and that’s why it’s growing so much. Right. How, what kind of percentage of the capacity in the states do you think is represented here?

Allen Hall: We, we should have ran the number, I should have came prepared for this, but, um, I mean, I would say. 75%. Yeah. 80%. Okay. Yeah, that’s, you’re talking all the, all the big operators are, are here. Yep. I think, uh, 21 total organizations represented over 40 experts, blades, drivetrain, few senior management as well, and asset management [00:01:00] engineering.

So it’s an awesome, awesome group. We keep, uh, ev It’s tough though. Every year we have to step it up a bit, so we’re kind of, I think we’re outgrowing the space that we’re at here and excited for. Yeah, we’re bursting at the seams. Uh, last year Joel and I were invited to come and it’s the first time that we had been here and I thought, wow, this is a pretty full room.

And this year, like, okay, she’s back. We’re we’re, we are sitting next to the door right now because everybody is trying to learn what Sky Specs offers, what. Power do I have on my desktop right now, but also what is coming and there’s a lot of new product releases happening that were announced just this morning.

Yeah, and I think the cool thing too, that’s it’s not often you’re able to get this many experts from operators together in one room, and even more so ones that cut across drive, train, CMS, all main components and. It can be tough to kind of keep everyone engaged ’cause everyone’s a domain expert in different, different areas.

But the conversations have been been incredible and I think even within [00:02:00] organizations as, as, as well. And so we’re trying to learn how do we help our customers come together more and, and collaborate across. And even just having these discussions that want to discuss pulled out of is fantastic. Just some of that collaboration between even people that are, that are at the same company, they don’t see each other as much.

Joel Saxum: There, there’s some cultural things playing out here that are funny to me because if you’re in wind and you’ve bounced around, if you’re an ISP or you’re at an operator, you know, some of the players and kind of how they act, how they keep their, their, their poker hands close to their chest and stuff. So you see some people sitting at a table and you see, and I noticed this yesterday, like the psychological look of things sails, right?

Mm-hmm. So I’m kind of looking at people listening and stuff and, and the, the one of the persons from an operator that usually does play things close to their hands mm-hmm. Was just kind of sitting there listening. Everyone’s like, what’s your opinion? What’s your opinion? He was like, uh, what’s yours? But, but that being said, the, the collaboration here has been fantastic.

Uh, uh, we were talking with Matt Stead earlier and he was saying mm-hmm. He, uh, was a part of a conversation where someone from Canada, someone from the us they shared some [00:03:00] information and they were like, that’s a amazing, thank you. Let’s swap cards. Different operators, you know, sharing things. Uh, we sat in a couple of the breakout sessions and the breakout sessions.

Yes, we had a presentation. Yes, we were walking through solutions and problems, but they, they devolved into amazing conversations where everybody in the room just kinda like turned to each other and were like, what do you think? How could we use this? Could you use that? Does this make sense? Um, and it’s, and it’s, it’s engineers.

It’s all engineers. Oh yeah. They’re geared to solve the problems and that’s what’s happening.

Allen Hall: Yeah. And, and I think at a macro level, right? Like it’s, it’s a lot of the same themes that, that everyone’s seeing. We’re, we’re talking about the, the same things. And a lot of it is how do we continue to do. More with less as these fleets grow mm-hmm.

There’s different issues that pop up every, every year and just having a tier. To your point, even even last year, last night I was talking to somebody and after the conference they stayed in touch with each other for four months and were talking weekly mm-hmm. On just different, uh, tools and tricks that they [00:04:00] were using to be more, more efficient.

Nothing. Confidential to their, their own organization, but more so how are they more efficient with the tools that they’re, that they’re using. So that’s where a lot of the value is if there’s only so many blade engineers and CMS engineers in the industry. And so it’s important that there’s opportunities for them to learn from each other and they’re, they’re not really competing with one another.

Once a turbines or the solar panels are deployed now, it’s about operational efficiency. And delivering that power. So every operator is maximizing the revenue and you really can’t do that today without Sky specs. You need to have blade data, you need to have CMS data, you need to have, uh, power curve information.

Mm-hmm. Like how your turbines are performing before you can even make sense. So the engineers. To me are finally accessing tools on a almost universally, that they didn’t have five years ago. Yeah. That are empowering them way beyond what they ever thought would be possible.

Joel Saxum: You can’t optimize, uh, an industrial fleet on a spreadsheet.

No. You can [00:05:00] maybe maintain some things and look at some part numbers and figures, a couple things out model wise. Right. But, and I know some good people that are really good with spreadsheets. Yep. But you need, you need tools. You need to, uh, be able to amalgamate your data. You need to be able to look at, I mean, this is one of the big things we’re talking about here.

Um, predict, prevent, perform. Yep. Or did I do it backwards? I’ve gotten it wrong all week. Prevent, predict. Perform. Perform. There you go. There you go. So, so, but looking at this saying, okay, so we have a foundation, we need inspections, we need these things, right? That is the foundation of the data. We have to have collections, whether it’s, uh, inspections, scada data, CMS data, whatever that may be.

Yes. Okay. Now it’s amalgamated into a platform. Now we can see this stuff. Mm-hmm. Now we can start running predictive analytics. We can start visualizing things. Yesterday you and I said, and, and. On the performance monitoring breakout session, and the data that was in that thing was just like, what about this?

You could use this data for that. You could use it for that. This is a great idea here. Now, this morning we talked, or we listened to, uh, Alan Larson from your team say, we’re gonna marry that [00:06:00] performance data with CMS data. Yep. And we’re gonna be able to look at, here’s your performance drop. Here’s what your CMS data is saying, and get real insights out of it.

And it sounds. To me, like I don’t know any other solution that’s never been done in the industry before.

Allen Hall: No, and and I think to your earlier point, it starts with that baseline and that health record and to be able to see, we’ve all been in the industry for some time now, and the level of maturity, even just year over year, we finally start to see it.

Right. And so another thing they brought up this morning was even just. Uh, preventative inspection programs. Years ago, it was, you know, maybe we’ll do 25, 30% of the fleet each year. And then after four or five years, we inspected everything. Well, it’s, it’s not that simple, right? There’s different makes and models, different risk tolerances.

Mm-hmm. And the arrangements with third parties is, is different. So, um, it’s, it’s kind of that intake valve and having all that data in, in one place. And, uh, fortunately we’re seeing most of the operators have taken big, big leaps over the course of the [00:07:00] last couple years to have all that data in, in one place.

And then from there it’s like, okay, how do I start to see trends. Across main components and optimize the repair windows. And now it’s about the fine tuning. And I think we’re getting there as, as an industry. And that’s why we, that’s one of the things we talked about. We’re excited about jumping into the solar and battery battery storage space.

’cause our customers said, Hey, a lot of these problems that we saw in wind and what you guys solved in blades and drivetrain, solar’s been in hypergrowth mode. We’ve done a lot of inspections, but data’s everywhere. Help us solve that problem.

Joel Saxum: Let’s pause there for a second. That’s a huge announcement.

Let’s do that announcement here.

Allen Hall: Yeah. So here, that’s what we announced now this morning, so we’ll, we’ll definitely have, have, uh, have, have more information very, very soon, soon on. Um, things have been moving, moving fast over the course of the last, last few months, but the reason why we’re, we’re diving into it is because, um, really we’ve al always been about following our customers and [00:08:00] helping them solve their, their biggest problems.

And we’re starting to hear, uh, that they want to bring the playbook. From wind, from wind o and m into, into solar. Um, again, earlier we were talking about how SCADA teams are not just looking at wind data. Mm-hmm. It’s across all their generating assets. And having one place for all that data is, is very, very important.

And I think where we can help our customers is getting all that data into one place and going from. Data capture to work order in whatever system that you have. It could be an ERP system, it could be, it could be in horizon, but there absolutely is a, is a need in that, in that space and we think we can really help out.

Joel Saxum: Yeah. Listening to the, uh, new, new Sky spec, C-C-E-C-T-O this morning, Ben Toan, he was talking about some of the architecture moves that you guys are making in the background to be able to make that, I don’t want, I don’t wanna simplify it, this, this far, but the copy paste of the wind playbook. Two Solar makes, it makes it easier for the future of if expanding [00:09:00]into other silos, doing more things, uh, making that platform.

One login. We can manage all of our assets and um, and do it the same way. Right. So as you guys have expanded in the last few years with. Inspections, tech enabled insights from the, the, the SMEs that are here, um, into the, using the digitalization tools and the qa qc process. We talked a bunch about that and, and your repair vendor management yesterday.

Yep. But being able to take all of those things that you guys have perfected and built over the years and wind. And boom, immediately be able to deploy that into solar. That’s gonna be a game changer for some people.

Allen Hall: Yeah, we’re, we’re super excited about it. And, and that’s what, so Ben Tor, who’s our, our new Chief Technology Officer is, talks a lot about a, a common data model and being able to, as we, as we start to scale.

It’s not just about a, a blade or a drivetrain gearbox, it’s, it’s about more, more than that. And being able to put in the solar data, whether it’s the panels, inverters, combiner boxes, and that ex expands further, right? And the battery storage and [00:10:00] other power generating assets. And I think that’s where we can, we can really help out.

So it’s kind of taking a step back a bit and thinking about, okay, how do we think about that model holistically, mm-hmm. Across renewable, uh, renewable assets. So excited for it. But again, don’t wanna get too far out over our skis here. So the first, first step is, is solar and, and working in partnership with our, with our customers on that.

And I think it’s big because a lot of the engineers we’ve been working with for the last several years that have been primarily wind focused, blade focused. Yeah. When you talk to them today. They’ll say, oh yeah, and I have a solar site that I’m now responsible for. Mm-hmm. And so they’re trying to learn the solar aspects pretty quickly, but staying in the same platform is huge because it reduces the cycle, learning cycle Yeah.

By quite a bit.

Joel Saxum: Yeah. I, we, and this is a, a, we’re gonna make a, well, let’s make a side announcement. Yeah. We just added another team member to the weather guard team. I hear you. You’ll hear more about that here in the next, in the coming weeks. But, uh, she came from a team that managed wind solar. And [00:11:00] battery storage with the same engineering group.

Right. And I think that that, like you said, is becoming onshore and offshore. Mm-hmm. It is becoming more and more common. Right. So you’re seeing that be engineering resource. We always talk about the shortage of technicians. Mm-hmm. But there’s a shortage of engineers and it’s shrinking in a lot of pools.

Yep. Right. There’s a lot of people who, one big beautiful deal thing, trying to cut budgets, changing operating models. So engineers are being asked to do more. The more with less thing, right? Yep. They’re being asked to do more with less. Well, how do you do that? You don’t do that by using spreadsheets. You do it by using a, a common tool set with the architecture that works together in something, you know, and one place that you can manage all these things.

Allen Hall: Oh, yeah. It’s the only way to do it. And as we go forward over the next year, what I’m really interested in is what new concepts, ideas, platform updates. They get implemented by the operators because you, you always come out every year. Mm-hmm. We talk to Sky Specs and we, we see all the new things that happen and then we wait for the, the feedback and then we get to the customer [00:12:00] forum.

You see what they just used over the last year, they’re gonna be more hungry for more data than ever before. Mm-hmm. Even though they may be a little bit on a reduced staff. So that puts a big onus and burden onto Skys specs to not just provide data. Well, here’s all the drone images. No, we need to be able to give you insights as to what is happening and what I should be doing about it.

That’s the benefit of being with Skys specs. Yeah. I, I think, I think that’s huge. Right. And definitely there’s always a, a call to move faster and faster. Yeah. Because there’s, there’s a lot of challenges. A year ago, we were sitting in this room and we talked a lot about internal inspections, and we were on a journey.

Ingesting that third party ingest, uh, data, but customers are like, Hey, it’d be really great if you had a robot for that too. Yeah. So, and now it’s sitting right out here’s sitting out there and our robots are very busy. So, yeah. Um, it’s, it’s, it’s stuff like that where it’s, it’s continuing to get that feedback.

We get it at forums like, like this. Right. And, um, for us too, especially as we get into those other spaces like doing. An [00:13:00] external drone inspection of a blade is just one piece of the puzzle, right? There’s a lot of other data streams that are critically important, and even it’s especially important in solar when there’s different data capture methods.

And again, our big focus is gonna be on that JE ingestion. Mm-hmm. And getting all that data into, into one place. Um, maybe in some cases we’ll do the data capture, but customers are sitting on a ton of data already. Right. And so it’s helping them digitize it, get it into that common data model, and then connect it to their work order system.

That is key. And there’s a lot of automation and rules that kind of go in to trigger the optimization. And that’s where I think we’re, we’re good at. And some of our customers have seen that success and wind and that value case. And that’s what it’s about for, for, for solar. So it’s an exciting, exciting time.

I’m gonna put you on,

on

Joel Saxum: the hook here. Okay.

Allen Hall: All right. So

Joel Saxum: our producer Claire, make a short outta this. We’re gonna put it on LinkedIn. Okay. This morning we heard and we saw a slide and some promises that said, expect transparency from skys specs. [00:14:00] So we’re here talking about all kinds of awesome developments.

Yep. A lot of things happening. Probably the most active product roadmap I think that I’ve seen at Skys specs. Mm-hmm. In since I’ve been around wind. Right. So. Expect more information. Q4, Q1, 26. Things rolling out. Um, you know, the, the, the jump into solar, some more CMS things, some the financial asset modeling.

Expect to hear more about that.

Josh Goryl: Mm-hmm.

Joel Saxum: Um, a repair vendor management, possibly moving into other components than just blades. Like there’s going to be a lot of announcements and the transparency promise, we got it this morning. Yep. We’re recording it now.

Allen Hall: Yeah, yeah. Well, you, you got it here, but I will say I have to leave some, uh, some stuff for the audience so they come, set out calls and do all that.

But yeah, to your, to your point, we’re super thrilled for what’s, what’s, what’s ahead. Um, so Alan, Alan Larson, who leads, leads product here, he had a, he a great presentation on some of the things that we’re gonna, we’re gonna be doing and you, we hit [00:15:00] on a lot of them. So solar. We have a, we have a POC now, uh, working with, with customers all already.

So we’ll see more of that in in 2026. Uh, thrilled to continue to work closer and closer with you guys at, at Weather Guard and a logic ping. And on the lightning stuff we’re going deeper and deeper into a lot of these lightning work workflows. It’s a big problem, right? Big, big problem, right? You, you guys know more than more than anyone.

And so bringing all that data into the horizon platform is, is, is, is key. So we’re, we’re, we’re thrilled about that. And then I think what’s also important is that we continue to do and improve what we’re good at. So even on the, the inspection side, I think there’s a lot that we can do in collaboration with customers to optimize those workflows.

So there’s a lot less kind of human in the loop, uh, because we have to continue to, to scale. And, um, we have amazing SMEs in this, in this industry, and it’s helping empower them to do, to do more. There is a [00:16:00] lot more inspection data than anyone could have ever imagined at this, at this point. And as an industry and as a company, we’ve gotten very good at, uh, moving faster, but it’s continuing to, to optimize and use AI and different tools.

Tools like that. Yeah. And I wanna talk about the AI. This, uh, improvements that have been made over the last year. There was a presentation yesterday talking about how to use AI to suss out images to make sure you’re getting what you’re paying for mm-hmm. On repairs. That was a monumental task, just listening to the engineering discussion of what it took to do that analysis.

How much AI comes in in 20, late 20, 25 into 26. Is that where the industry is headed? Because. Of the mass, massive amounts of data from every turbine. The images are so much better than they were three years ago, and they’re just, we’re taking more pictures. We’re doing it quarterly. Mm-hmm. So a yearly, or we’re not doing a third of the farm, we’re doing the whole farm year and the repair reports.

That was the big thing. Yeah. And the repair reports u the PDFs for ai. Yeah. Yeah. Right. So the, the, the data stream comes in and it’s, it’s huge. Are [00:17:00] you then thinking more AI over the next couple years, just so we can get that condensed data set down? No question. And in all areas we have to, and I think every organization is thinking about their Ai, AI strategy.

And, and for us it’s, it’s kind of going back to first principles and thinking on a workflow level. Right, and so there was a use case yesterday where we were talking about okay, reviewing images a lot more efficiently from the field. There’s thousands of PDF reports from rep from repair reports that our customers are trying to digitize.

How do we use AI to to do that? So we see those improvement. It feels like every couple weeks there’s something new that helps our team. And we’re trying to put more of those tools in the hands of our, our customer, but customers. But that is, um, one of the key pillars of our, of our strategy because we know we need it.

We know our customers need it, and how do we do that to together? So. What I will say, it’s not just AI that spits out the, an the right answer every single time. Right. Right. We, we always have, have, have work to [00:18:00] do, but we kind of think about it on a, on a workflow level and, and, um, how does it help us and everything we do every, every day.

Joel Saxum: Hmm. And the addition of Ben Torquing to the team is, is gonna spur that along. We, we heard from him this morning, man. That guy’s got it going on.

Allen Hall: Oh yeah, Ben, Ben, Ben has been fantastic. So Ben, uh, has been with us for about two months now. He’s our new Chief tech technology officer, and he is an AI background, uh, enterprise architecture background.

So that’s one of the other areas too, even outside of e uh, AI is being able to integrate to other third party platforms. We deal with utilities and IPPs. There’s a lot of big systems and being able to do that in a flexible way. That’s, that’s quick. Um, and, and works best for, for both sides. We know it’s not realistic that every single person every day is working in horizon.

Um, but it’s getting all that engineering and asset management data into the, into the right hands and doing that through some of these third party connections. So another area [00:19:00] where we’re gonna continue to, to level up and, and grow as an organization. So if you’re an asset manager and you are not using Skys specs, I don’t even know who that would be today.

But if you’re an engineer, you’re not actively on the Horizon platform and or if you’re on the Horizon platform and you wanna learn all the things that you missed this week. Yeah. How do they get ahold of you, Josh, to get the update? Yeah, I would say, um, I’m definitely gonna, I’ll leave my kind of contact information behind.

You can contact me directly. Always our sales teams. We have a sales@skysspecsdot.com, that goes to all of our account account executives and our technical sales manager. So depending on the, the area of need, we’d be happy to kinda set up, even if it’s just a discovery call and, um, with no agenda to kind of help and assess.

What you have, have going on, and I’m sure there’s areas where we can, we can help and yeah, if you have solar assets, you better be calling Skys picks now and getting that turned on. That’s right. Yeah. We’re, we’re super, super excited. And I think too, like we’re, we’re in it to, to learn and we know everyone has a different [00:20:00] operating strategy and may think about, uh, the world a little bit differently.

And so it’s important that we, we kind of take a step back and, and learn from you all. So we’ve kind of always taken that, taken that approach. And we can move fast too. Josh, you love having you on the podcast and love being at the customer forums. They’re very, yeah. Thanks for the invite. Uh, yeah, they’re eye-opening every single time and, uh, we get to talk to so many people.

So, Josh, thank you so much for inviting us and, and thanks so much for being on the podcast. No, the thing I’ll say too is, I, I can’t thank the two of you and, and Claire enough and just kind of the, the level of support and engagement and you guys have really helped level up our forum the last couple years.

So it means a, means a ton.

Joel Saxum: Thanks. Appreciate it.

https://weatherguardwind.com/skyspecs-customer-forum/

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

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

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

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

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

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

Saw some cool factories. What all happened?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Technology.

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

Allen H: all built in country

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

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

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

Allen H: shop

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

And now it looks fantastic for the state of Massachusetts

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

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

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

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

It’s, it’s not that big of a deal.

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

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

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

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

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

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

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

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

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

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

Right? So

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

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

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Yolanda Padron: you millions.

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

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

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

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

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

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

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

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

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

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

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

Allen H: Oh, maybe that’s it.

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

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

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

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

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

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

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

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

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

Rosemary Barnes: I, I would be highly surprised.

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

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

Allen H: Sounds like pirate bounty in a sense.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

We shouldn’t be bickering as much as we are. And I thought that was a really smart, tactful, sensible way to try to men some fences. That was really good. That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn.

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

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

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America Is a Gun

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

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

America Is a Gun

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Bizarre Moments in Western Philosophy

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Schopenhauer’s pessimism is essentially everything he left us, and his quote here is representative of that.

We can’t change our birthplace, but does anyone want to do that anyway?  We can change anything else about us that we choose, and we certainly don’t spend the rest of our lives defending anything.

Bizarre Moments in Western Philosophy

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