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TPI Files Bankruptcy, Ørsted Fundraising Round
The crew discusses TPI Composites’ chapter 11 bankruptcy filing and Ørsted’s $9 billion fundraising amid financial challenges. Joel gives an update about the 2026 Melbourne Wind O&M Conference.
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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, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.
Allen Hall: Welcome back to the Uptime Wind Energy Podcast, Joel Saxon.
Is in Australia. You want to tell everybody where you’re at at the moment?
Joel Saxum: Yeah, we’re down in Melbourne. I’m here with Matthew Stead from Ping as well. Uh, Rosemary was supposed to join us, but uh, of course she’s under the weather. Uh, but we are down here doing basically a, a tour to Melbourne, uh, I guess you could say, of the wind industry.
So if you don’t know in Australia, a lot of the wind operators, uh, and ISPs, uh, and OEMs, to be honest with you. Are located here in Melbourne, uh, and we are talking to them all about the conference that we’re gonna put on this February. Uh, it is a, the, the new and improved version of the, [00:01:00] uh, successful one we did last year.
So we’re taking the feedback that we got right after the event last year, uh, connecting with these, uh, all the stakeholders down here and seeing what do they, what do they want to hear for the next one? What did we do well? What could be better? Uh, we’re looking at venues, we’re doing kind of all the above to get this, uh.
Conference up and running, and I know, uh, Matthew and I, I think we’ve had four to five meetings a day, every day. Um, thank you to the people that we’ve met with, if you’re listening, because it’s been really good for us, uh, very engaging, lots of feedback. So I think we’ve got a, we’ve got a good list of speakers lined up and then also, um, content for next year.
That’s great. So what we’re looking at right now as well, uh, if you’re inking this on your calendar. For the, uh, wind energy o and m 2026 conference here in Melbourne is February 17th and 18th. This year we’re gonna do two full days of, uh, panel discussions, round tables, and all kinds of information sharing.
[00:02:00] Uh, the goal, of course, just like last year, gather up some of the smartest people in wind and share strategies that you can take back, uh, for operations and maintenance and, and action within your company.
Allen Hall: And Phil Tarro of Intel stores out in California. And Phil, this has to be one of the. Busiest weeks in wind on the investor side.
So much happening. Osted, uh, is going to issue a $9 billion emergency fundraising round. And I want you to frame this a little bit. I, I, I’ve heard so much on the news and been reading a lot about this, but there’s several undertones, several things happening at the same time and there really hasn’t been a clear path as to why.
Osted has decided to go forward on this fundraising round?
Phil Totaro: Well, effectively it stems from two big things. One is obviously they had shown some financial losses, uh, recently, and this is going back a couple of [00:03:00] years now that had necessitated. You know, companies like EOR coming in and taking a 10% stake, um, just to bolster them again, we, we talked on the show before about the fact that they’re not necessarily wanting to take over, although now there’s some people in, you know, Denmark, that are kind of pushing the Danish government to sell off their chunk.
And the presumption is that it would be sold to, to somebody like eor. So we’ll still see if that’s possible or even. You know, uh, likely to happen, but there’s a project here in the United States called Sunrise Wind, which Ted was hoping to sell off a chunk of to a co-investor and. Because of some of the rule changes around, um, tax credit qualification, they’re probably not going to be able to move forward in the way that they had hoped to, um, with that stake sale.
And as a result, [00:04:00] it’s leading them to absorb a lot of the, um. You know, financial losses from, you know, some of the delays and, and other issues that they’ve had with getting a lot of these offshore projects, you know, uh, up and running. Uh, it’s, it’s kind of forcing them to do this capital raise to be able to provide themselves with enough cash to be able to continue operating.
The
Allen Hall: Sunrise Wind Project was a partnership between Orit and Eversource, and Eversource pulled out of that roughly a year ago. And the other one, which had a partner that, uh, Ted had who pulled out was for Ocean Wind one and two, which was PSEG, which is a New Jersey power company. Eversource being a northeastern power company, essentially those two pulled out like in 2023 and 2024 when the price of steel went up, inflation was high, the cost of the projects went up.
So they’ve been out for a little while still. [00:05:00] It was in that interim that Osted just wasn’t able to find anybody to join in on those projects. And it does seem strange, and again, I want to get to this point. All the US investment and offshore, all the US companies are all out. Basically you have EOR and you have Osted Dominion.
Dominion. Okay, that’s true. But Di Dominion is sort of a different animal.
Phil Totaro: The the reality is, yes, is the short answer to your question, Ellen, that they, they had tried to find another co-investor after, um, Eversource pulled out. The challenge with that was that there. Has has also been, um, an effort by the project developers to try and renegotiate the PPA prices.
Eversource was gonna be one of the main off takers for this. They don’t wanna have to absorb a significantly higher price. And then have to find ways of passing [00:06:00] that on to to customers. And it’s also what led to this challenge of sted not being able to find a new co-investor after Eversource pulled out.
Um, you know, with interest rates being so high. And not being able to renegotiate the PPA anymore. Y you know, the developers that are still, you know, have their lease areas and, and are pursuing their projects. They’re locked in to whatever they’ve got at this point. If nobody else wants to come on board, then it’s up to Ted to basically eat the entire cost of this thing and thus, you know, a major contributor to the capital raise.
Allen Hall: So the discussion online is that the Trump. Administration sort of forced this to happen. That isn’t necessarily correct. I think a lot of this has started a year or two ago. You remember also. Phil with Ocean Wind one and two, the exit fees with the state of New Jersey. I think that Osted was [00:07:00]going to have to pay somewhere around $300 million to the state of New Jersey, and I think they ended up paying less than half of that at the end.
But it’s still a lot of money. There’s a lot of money in exit fees that Osted has paid over the last two years roughly, or, or buybacks. They, they paid Eversource to get
Phil Totaro: out. Essentially just to also clarify, you know, what, what the administration’s done has not helped. I think we can all agree on that. The, but the reality of it is that yes, they, they were already in a bad situation that got made even worse by.
Increasing the risk of, you know, particularly a foreign investor coming in and, and being a co-investor in, in this project. Obviously there are any number of utility companies in the United States that could have, you know, uh. Co-invested in, in this project along with Sted. They chose not to because they don’t like the economics of offshore wind.[00:08:00]
Uh, and that’s just the, the reality at this point in time. Uh, I mean, duke Energy this week, or I guess last week as, as this episode airs also just announced that they’re gonna cancel their two North Carolina projects because of the same thing. It’s, it’s basically down to the economics of the project.
And at the end of the day. If you’ve got somebody in the administration that’s making, you know the, the investment environment look even worse than what it already was before he even came into office, then it’s going to necessarily, you know, take more options off the table for. Potential investors that could have come in and at least helped, uh, kind of share the, the risk and, and, you know, reduce the amount of, of capital outlay that OSTED would’ve had to make just by themselves.
In my
Joel Saxum: mind, with this new kind of like P-T-C-I-T-C cliff coming, there’s no [00:09:00] reality where, uh, capital gets cheap enough, interest rates get low enough in time for any of that to change like that, that’s just not gonna happen. We’ve got 18 months and we need to, it would have to come down by percentage points, not basis points.
And I don’t think that’s going to, there’s no reality of that happening. I think
Allen Hall: that’s true, generally speaking. Right? But I think the problem is, is where are the New York’s and the Massachusetts of the world gonna be able to get power from? They need this, they really do need offshore wind. The prices of electricity there, uh, if you’re a consumer, is about $300 a megawatt hour.
That’s what I was paying in Massachusetts to buy power on the grid. So $150 a megawatt hour coming off of the, uh, you know, offshore wind farm. Yeah, wholesale still is, is high compared to other parts of the United [00:10:00]States, but as it’s half of what I was paying as the consumer. So there
Phil Totaro: is, uh, a dichotomy there, right?
Yes. But keep in mind, that’s only for the generation cost. So where, where I am in California, I pay basically $380 a megawatt hour for electricity as a consumer. Now half of that. Is generation. The other half is, uh, split between the transmission and distribution cost plus the overhead to Southern California Edison as the utility.
The reality is that yes, the, the generation cost may be 150 bucks, but they’re still gonna have to raise prices for consumers to be able to sell them the power because you have to factor in the transmission and generation cost, and they’re gonna wanna maintain at least a 20% overhead on all that. And because that’s literally their profit margin.
Allen Hall: Well, Phil, what I’m trying to get at is the other half of the equation, the [00:11:00] transmission distribution piece is not cheap. So we, we force all the, the generation side to be as low as possible, but the people in the middle, it’s the middlemen, as they would call it, are taking a substantial amount of the money that you’re paying for electricity today.
So yes, offshore wind is expensive. So is transmission and distribution. And you would think something has been around for 30, 40, 50 years, transmission and distribution, most of it in the United States has been around at least that long. You think that the cost of that would come down over time and it really hasn’t.
Uh, which the economics doesn’t make any sense about that. So when it’s, when we’re talking about Ted, like, yeah, yeah, yeah, all this is not great for Ted, but there is something wrong with the system
Phil Totaro: where Ted can’t make this work. Which is also why we probably shouldn’t have the government canceling transmission projects because we need them and taking, you know, 700 million plus [00:12:00] dollars out of the, um, you know, department of Energy’s grant budget for transmission projects.
I mean, this is a time when we need a lot of that technology, but because it has any association with wind and solar, it’s getting pulled. So, uh, you know, uh, that’s a, that’s a decision that’s been made by the DOE
Joel Saxum: Phil and I, and I back this one up. I saw this just, uh, yesterday. I think there was like a, a double digits coal projects pushed forward.
I don’t know if you saw that. There was like a, there was a pre, there was a press release where there was like something like 11 coal projects or something like approved to move forward and it’s like. This is, this is yesterday. This is yesterday’s technology. We’re moving forward. Why are we pushing coal?
And there was a guy on Fox News talking about it, and he was saying. They were saying like, well, have you made strides for coal to be cleaner? Because of course you have. And he was like, no, there’s always gonna be a footprint. [00:13:00] Like there was no, there was no like, yeah, we’ve done this clean coal thing. He’s like, ’cause Trump deal talked about it as clean coal.
And uh, they were like, well, you know, it’s coal. There’s always gonna be a footprint with mining. So
Allen Hall: yeah, that’s our re that’s our reality. Are we still gonna dig rocks and then burn them? Is that the plan? Because it does seem a little bit easier to take the wind and turn it directly into electricity.
Same for solar. Turn the sun into electricity without having people digging rocks and moving rocks and transporting rocks and trails to rain and fires and the whole bit. It’s insane
Phil Totaro: right now. Well, for those that also don’t understand wind and solar, by the way, contribute $3.5 billion annually to. Lease payments to landowners directly and to state and federal tax coffers.
So, you know, you, you wanna explain why that’s not [00:14:00] worth something. I’m, I’m prepared to hear it as an American citizen. You can also explain to me, if you’re the government, why you’re canceling lease auctions at Boem, that would’ve generated $1.8 billion for the federal government. That’s revenue that you’re literally throwing away.
Even if you don’t like wind, you don’t wanna see it. It wasn’t not like it, it’s not like it was gonna get built during, you know, his presidency anyway. Why not at least take the money? And then the project developers can go build it, which by the way, they’re gonna do anyway. They can just go build the projects after you leave office.
So you know what? You can’t paint yourself as being pro-business when you actively turn away money.
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I’ve used the word cliff to describe the drop off to rosemary the other day. It dropped a ton. It hasn’t. If you, I went back and looked at like the 10 year on Sted stock. It was doing great in like 20 20, 20 21 just after COVID, and it’s come down quite a bit since then. But Sted, as an organization is still making money now, not making money as fast as they were before, but they’re still making money.
What? Does this really mean in terms of the long-term outlook for Ted?
Joel Saxum: Well, I know it’s, it’s got the industry of buzz, right? I think I, I woke up, uh, of course I’m in Australia right now, so the time zone’s a little weird, but I woke up with a large handful of [00:16:00] messages from friends around the world. Did you see Orid stock price?
Did you see, or stock price? Um. I think that, uh, I mean, we’ve kind of, we know the situation we’ve talked about on the podcast a lot about what’s going on in offshore wind and the, you know, the impairments on projects and the difficulty in financing and kind of the headwinds that they’ve been facing or as a whole.
Um, at the end of the day, you can see, because I, this is my take, you know, I’m not an economist, but when I looked at, um, how the stock price fell and then it flattened right off. It was like, well, cliff, and then straight off I was thinking, okay, this is institutionalized money that understands what’s going on here and you lower that price than there’s the stock offering, so there’s a cheaper way to get into, or Ted here.
I don’t think it’s gonna affect the long, long term outlook of the company. Like the immediate stock share pricing dropped like a third. That sucks. Right? But it’ll come back, I think, and if you look at, like what you said, the 2020 on [00:17:00] trend, that trend follows a lot of other pure play wind companies as well.
I mean, I guess I, I, I would, I would consider or set a pure play wind company, even though they’re probably 90%. Because they dabble in some battery stuff and V two X stuff and some hydrogen, whatever, but they’re a wind company. Um, and if you watch the trend of other companies in the same space, like they’ve been getting beat up for the last four or five years, uh, during this COVID play, um, or since then.
So I think that, again, the long term run for them, they’ll, they’ll be healthy. They’ll come outta this, they’ll raise some money, um, make some moves so that, I don’t think it’s gonna be a big issue.
Allen Hall: Phil, same thought. Is it gonna be a big setback for Ted or are they gonna need to. Try to sell off some assets because that’s the talk around the industry is that.
They’re gonna do this fundraising effort, but at the same time, they’re gonna try to offload a couple of projects or things that have value today to improve their long-term forecast.
Phil Totaro: Yes. And I [00:18:00] would concur that that’s likely, but that’s also not to freak anybody out because Yeah, I mean, companies normally do this kind of an what they call an asset rotation.
Up until now, particularly with their offshore portfolio, they’ve owned. Almost a hundred percent of most of their projects and only, it’s only been in the past, like five years that they’ve even been adopting the philosophy of going in and getting, um, investment partners to come along with them. Um, and it’s, it’s also, uh, you know, it’s something.
That, that’s been possible through the capital markets as well. The, the problem for them is that they negotiated poorly probably about three, four years ago on some of these contracts that they worked out, particularly for the power offtake in places like New York or New Jersey, et cetera, that led them to these, um, you know, big.
You know, fees for pulling out of [00:19:00] projects and, and cancellation fees, et cetera, et cetera, that, um. It, you know, left them with a lot of, uh, debt and other kind of cash related liability on their books. So the capital raise is necessary. The, the project, um, you know, asset sales and, and things like that, the asset rotation that they can undertake, that’s also necessary in all likelihood.
My concern for Sted, the bigger concern here is. Whether or not they are really going to. Keep flowing cash into potentially unprofitable ventures.
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Uh, there is a lot of questions about TPI at the minute. They have an order book and they push out like 6,000 blades a year, something around that number. Oaktree capitals come in, it has backed them. [00:21:00] Chapter 11, if you’re not familiar with bankruptcy Methods, chapter 11, it allows you to continue to operate and reorganize and restructure your debt.
Chapter seven and some of the other ones are pretty much an immediate shutdown. So TPI is going to continue making blades or getting some funding. But Joel, this is actually a big hit to the GEs of the world who rely on TPI to produce blades. Is it though, right,
Joel Saxum: because you usually, in chapter 11, you usually have like a tiered, a tiered debt structure too, right?
There’s like, there’s Class A, class B, class C, right? So their debt to A TPI is normally gonna be. Raw materials, uh, logistics, those kind of things. Unless, and I don’t know how they do their business. Right. There may be a case where you’re like, ’cause TPI does a lot of work with ge, right? They may have ge, GE may be doing the logistics on their end, so that might not even be on TPIs side of things.
So it’s like. Building rent, [00:22:00] um, you know, uh, capital assets. So if they have loans out against buildings or some things like that, right. Those are usually class A type things where they get paid off first. It’s a little bit rocky, but they’re, they’re able to continue to work, right. So it’ll be, they’ll, they’ll be some changes, but it, they, it shouldn’t upset the wind industry.
Like it shouldn’t have set the supply chain.
Allen Hall: Well, it does introduce another layer of bureaucracy because once you enter into chapter 11, you can’t. Buy supplies, you can’t sell things as easily. It, it becomes much more transactional. You have to have approvals to, so you can’t start selling off assets behind the scene.
Chapter 11 is a very structured environment that you have to operate in. You don’t want to be there if you can avoid it because it just makes things harder to do. But at the, at the same token, and Phil, maybe this is where part of the problem is, they have plenty of orders. But are they getting paid on time?
Which is my first question. Had they been getting paid when they should be getting paid? [00:23:00] And then second has quality issues, uh, about a year or two ago, sort of stacked up where they’ve had to do warranty claims and spend a bunch of money that they weren’t expecting to. Is that what led to this, uh, eventual chapter 11 filing?
Phil Totaro: Yes, all those did contribute. They also had issues, uh, and unexpected costs associated with their expansion. They had some strikes in Turkey where people wanted more money. Um, you know, there were any number of things that that occurred. But I, I wanna go back to this notion that they have up to $10 billion in liability on.
You know, uh, a company valuation of, what did you say before, Alan? It’s like a few million dollars market cap right now for TPI is $7 million and that’s down from a hundred million a couple months ago. That’s extremely concerning, uh, considering the fact. That a, they have such a wide range, you know, between 1 billion and 10 billion.
And [00:24:00] secondly, that obviously stems from the quality issues that go back a number of years. So, I mean, I remember us talking about it a year or two ago on the show about how they’ve brought, you know, uh, quality experts in and, uh, you know. Manufacturing head chief Technology officer, uh, even the CEO got replaced, uh, at one point because of, um, some of the quality issues that they had and how it was being handled by the previous management.
So presumably this is part of a strategy to, you know, again, restructured the debt certainly, but it. You know, these, the liability issues could still persist. Um, because even though, you know, you’re getting bankruptcy protection in chapter 11, um, nobody’s gonna want to come in and buy the company anyway.
You know, they, if they had entered chapter seven where it was a liquidation, then that’s [00:25:00] a scenario where you could have, you know, I, I wouldn’t necessarily. Necessarily say it would’ve been GE Renova comes in and, and buys them. But, um, it could have even opened up the opportunity for, you know, a foreign company to come in because their factories already have, uh, tax credit qualification.
Um, and so somebody could have stepped in and, and, you know, taking that over, but. This is, uh, uh, just the recognition that, okay, if they’re in chapter 11 and they’re restructuring their debt, it doesn’t mean that the debt goes away. It might get reduced. Um, and hopefully it gets reduced if it’s $10 billion.
Um, but because that’s, I mean, that’s literally almost their entire fleet of blades needs to be, yeah. Would need to be replaced.
Allen Hall: Yeah. And, and Joel, I think this is the real crux of this is. You can’t have a billion dollars in debt and operate a blade factory. [00:26:00] That doesn’t make any sense. Do they eventually clear this out?
What do you think is going to happen to TPI do. They just continue to operate. No one has any interest in it. They just continue to make blades and bring in some revenue and restructure the debt. I, I don’t see this ending
Joel Saxum: ending. Well, chapter 11 sometimes is a gateway drug to. Shutting the doors. Yeah.
That could be happening. And then, and then it’s fire sale because then the lawyers step in and you know, there, there’s oversight there. And someone could pick up the assets or the assets get parted out to try to pay back the debtors or the creditors, sorry. Uh, so you could see other blade companies, you could see some something odd or Sonoma and Aris, or of course, I don’t have the insight into those as much as.
Maybe Phil does, but you could see someone else buying this assets.
Phil Totaro: Yeah, it wouldn’t be Sonoma right [00:27:00] now because of the foreign ownership thing for the tax credit qualification, Joel. Um, but there are, you know, you mentioned one company that, that could be interested and has expressed interest in, you know, getting a, a footprint in the us but there’s also companies, you know, in, uh, other parts of the world that.
You don’t want to have a presence here in the States, uh, that wouldn’t necessarily be subject to, you know, the, the foreign entity qualification, uh, restrictions to qualify for tax credits. So there are possibilities for this long term. Does
Allen Hall: it leave a door open for a company to come in and clear the books, settle the debts on some level, and then you continue on as a restructured company?
Joel Saxum: Or this, or think about this one. And, and this is, this is a long shot, right? But does it leave a door open for someone to watch TPI fall on their face and start [00:28:00] up a blade company?
Allen Hall: I don’t think so. That’d be hard because there’s so much, there’s so much momentum right now with TPI. It’d be really hard to do that, be like, I’m gonna use an aerospace equivalent.
It would be like Boeing Aircraft and Spirit. And Spirit was Boeing at one point, then broke off and set up their own company and was supplying pretty much all Boeing. Uh, parts, but Boeing has reacquired it because it came in in trouble, very similar to the TPI situation. Not that TPI was owned by an OEM, but it does sort of lend itself to ge.
Renova designs are coming through TPI all the time in a couple of the manufacturers, for that matter. Somebody’s gotta do something. They need parts.
Phil Totaro: Yes, but here’s, here’s the reality and ’cause I’ve actually studied a bunch of the different m and a deals that have happened in wind energy over the years.
What happens in most industries with m and a is healthy company buys smaller, healthy, but growing company. In [00:29:00] wind energy, we don’t really have that. When m and a happens, it’s usually healthy company gobbles up assets of, you know, unhealthy company that are still valuable and then leaves the debt to somebody else like, and that’s why.
The chapter 11 thing is interesting because if they’re restructuring the debt, it means they can reduce it a little, but the debt is still gonna be there. If I’m going in and saying that the company’s worth 7 million in a valuation, but they have a billion dollars in debt even after, or during chapter 11, I’m not buying it.
Um, because who wants to absorb that? Nobody, nobody wants to do that. So the reality is, what Joel mentioned is are people gonna watch while this thing falls on his face? And then out of the ashes of, of this something new, uh, arises? Yes, I will actually agree with and support that notion. Not that I’m hoping TPI fails, but.
That’s [00:30:00] more likely to happen if the worst transpires and TPI can’t pull themselves out of this. That is more likely to happen than some, you know, angel investor, uh, or angel of an investor, uh, swoops in and, and grabs them up and, and says, you know what? We’re, we’re gonna. You know, keep you healthy and keep you going because you’ve got this $1.6 billion order book.
What, what we have in the wind industry are vultures who come in and they start plucking away at that $1.6 billion worth of order book and taking it for themselves. And, you know, the remnants of that carcass can go, you know, die in the desert somewhere.
Allen Hall: No, I, here’s, here’s my. 30,000 foot view of TPII hope they can make this work.
There’s a lot of workers and a lot of the wind industry that relies upon them. They cannot close. They need to keep producing and, and everything that’s happening in the world right now, uh, with Sted [00:31:00] is not great. But TPI has a bigger impact I think. In terms of where we’re going over the next five to 10 years, we need blades.
TPI makes a lot of blades. They’re pretty good at it, but the financial situation is just not good at
Phil Totaro: the moment. And keep in mind too that because of these changes in the law for production tax credits and investment tax credits, TPI needs to keep producing blades for now. Uh, which is one reason they were probably able to get this, uh, Oak Tree Capital.
Um, you know, financing, uh, to help them continue operating because they have to make deliveries for anybody that’s got, uh, turbines that they wanna safe harbor before the IRS rules change again, presumably at the end of this calendar year, we’re about. You know, another what, 15 to 20, 20 days away from seeing the first draft of whatever these IRS rules are gonna [00:32:00] be.
I’ve already covered, you know, ad nauseum. I think it’s the 18th or 20th. It’s soon. That’s what I mean. It’s supposed to be, you know, in, within the next few days here, um, that we see a first draft. But just keep in mind that a first draft is not the adoption of the rules. So we’re. We’re expecting that the final rules will be fully adopted by the end of the year.
If you haven’t safe harbored under the current rules, you need to do it now. That’s by the way, why Vestas just announced a 950 megawatt project in the us. Uh, they didn’t say who. Although if you want the details, contact us, uh, Intel store. We know. Uh. So, you know, the, but the reality is anybody that needs to safe harbor turbines needs TPI, particularly ge or even Nordex if they’re, if they’re, you know, getting some of these blades from Mexico, uh, now that most of their, their quality issues I think have been worked out.
Allen Hall: That’s gonna do it for this week’s Uptime Wind Energy podcast. Thanks for joining us. Check out [00:33:00] our uptime tech news where we talk about these subjects and a whole bunch more every week. It’s free. Just Google uptime tech news and you’ll get there. So we will see you next week here on the Uptime Wind Energy Podcast.
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Renewable Energy
Pardalote Studies Australian Blade Erosion and Heat Fatigue
Pardalote Studies Australian Blade Erosion and Heat Fatigue
Rosemary Barnes, CEO and founder of Pardalote Consulting, joins to discuss their new grant-funded study of blade erosion and heat fatigue in Australia.
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Allen Hall 2025: Well, Rosemary, welcome back to the show.
Rosemary Barnes: Thanks, Allen. Great to be here. For, it’s been a while since we did one of these one-on-one episodes, like a, yeah, a proper, proper guest.
Allen Hall 2025: Well, this is kind of a celebratory episode because your company, Pardalote Consulting, has been awarded, uh, some funding from the Australian Capital Territory’s government for the Energy Innovation Fund.
Rosemary Barnes: It’s a really good program that the ACT government has to try and get energy innovation In the state. It’s not a state actually, it’s technically a territory. Little more than just Canberra, the city. Uh, but there are actually quite a few, like, really interesting energy-related companies here, partly ’cause of the, the fund I think helps, but also just tracing back like, [00:01:00] uh, y- you know, in the 20-teens, Australia had a really conservative government that hated renewable energy, and the ACT government had a commitment at that time to 100%, um, 100% renewable electricity for the, the government.
And that was one of the only programs that was resulting in a lot of, um, you know, clean energy projects being built, and one of the conditions that they put on that, uh, for people that would win PPAs with the ACT was that you had to have your headquarters in Canberra. So we’ve actually got quite a few, quite a few really cool, innovative companies out of here.
Um, like Neoen’s headquarters here. Windlab, uh, yeah, was, was founded here and still has a lot of people here. Pardalote obviously, and you know, a few other companies as well. So despite it being a small city of like, I don’t know, maybe it’s up to 400,000 or something people by now, um, yeah, there is actually quite a lot going on here for energy.
Allen Hall 2025: And the Energy Innovation Fund is funded by the wind and solar operators in the area, and your particular [00:02:00] effort has really global consequences. You’re focusing on two areas involving how wind turbines survive Australia, but more, uh, of relevance is to just really tough conditions which exist not just in Australia but around the world.
What two areas are you going to focus on?
Rosemary Barnes: Yeah. So the two focus areas are leading edge erosion and high temperature fatigue, which we can probably get into the definitions of those in a minute. But basically my, um– what led me to wanna have a project like this was that when I moved back to Australia in 2021, I– and I started working in O&M, uh, I noticed that the wind turbines that I would look at, the blades that I would look at here behaved really differently to the ones that I worked with overseas.
You know, es- especially with leading edge erosion, like often I would be doing a condition assessment of a, you know, a new wind farm. Um, might only have been operating for, you know, two years. That’s a pretty common time for people to get in and do a condition assessment [00:03:00] because their warranty period is about to end and they wanna, you know, make sure that everything is okay.
Um, and I would just notice that often, like 90, 100% of blades would already have bad erosion after just a couple of years, which is super-duper fast. And then there are some tools available to check, um, like what kind of erosion are you likely to experience on your site. Like is it a higher severity erosion site or a, a low severity one?
Um, and you basically, you know, the status quo globally is to just look at the annual rainfall, um, and the tip speed. And if you’ve got, you know, high for both of those, that’s a bad erosion site. And if you’ve got low for both of those, it’s a, a low erosion site. But when I plotted out the wind farms that I knew had really bad erosion problems onto, you know, a chart with those two axes, I just saw a random distribution of dots.
You know? Like, this was not– uh, this had no predictive value for Australian wind farms. And so that led me to believe that, okay, um, you know, things are a bit [00:04:00] different here. Makes sense, you know, most of the knowledge that we have about how wind turbines operate, it’s been developed and validated mostly in Northern Europe.
You know? Like it’s, it’s Denmark and the surrounding countries that had, like, the bulk of the early wind energy. First few decades of knowledge were, you know, were mostly there. Of course, there were some other, um, places that had wind turbines, but, you know, most of the The OEMs have been operating for decades, came from Denmark.
And I know when I lived in Denmark, the rain there is very different to the rain in Australia. So in Denmark, it’s basically always raining, right? Like, it’s just… Like, even if it’s not raining, you’re still gonna get wet when you go outside ’cause it’s just, like, the air has this just amazing ability to just hold onto moisture.
Um, but it’s very, very gentle. But, you know, over an entire year of most days having gentle rain, that adds up to a lot. Whereas in Australia, and especially if you go, like, north to Queensland, it rarely rains. It’s mostly just dry, and when it [00:05:00] does rain, it’s like a tap turns on, and I, I swear you will get bruised from the rain droplets hitting your skin.
You know, they just have so much energy in them. So I think that that i- you know, when you look at just the overall rainfall, you really hide something important about how erosion, um, can progress. Then, um, there’s other places in Australia that have very different characteristics. Again, they don’t have that kind of really intense rain but, you know, some of those sites are also having really bad erosion.
And so it just occurred to me, I did a lot of research, you know, into what’s going on and, you know, the academics are studying erosion a whole lot, and they’ve got, you know, a lot of standardized tests and, you know, products are developed according to these standardized tests. But the standardized tests don’t actually resemble reality, and especially they don’t resemble reality in Australia.
And so my client started asking me, “Okay, you know, the products that we have are, are terrible. We have to replace them every couple of years. It’s, um, causing big problems with also [00:06:00] the amount of energy that you’re losing.” One of the types of, um, leading-edge erosion or leading-edge problems that we have in Australia is that the, the coatings tend to peel off and make these, like, big flakes which will just massively disrupt the airflow, can cause y- you know, at least a few percent AEP loss, and maybe up to five.
And even worse than the AEP loss is the revenue loss because it affects it most at, you know, lower wind speeds. Um, you get a bigger hit than at rated wind speeds. So there’s a variety of problems going on with leading edges in Australia, which mean that I, I basically… My clients would ask, “What product should we put on to prevent having to, you know, constantly replace this?”
‘Cause it costs, like- you know, 30, $40,000 per turbine to replace the protection, not to mention, you know, one or two days of downtime. It’s expensive, and I basically, I didn’t have a good answer for them. What, what product should they put on? I don’t know. No, we, we don’t know. One, we don’t know what the [00:07:00] specific, um, characteristics are that are…
what the specific local environment, local conditions are that are accelerating leading-edge erosion, one. And two, all of the products tend to be tested around this, you know, there’s this protocol that academics have come up with, and they’ve kind of like assumed that this is representative of how things behave in the field, and it’s– I don’t think it’s particularly true anyway, but it’s especially not true in Australia.
There are a few companies that are testing to different standards. Um, definitely applaud them. But without knowing wha- what are the conditions truly like in Australia, uh, it’s really hard to advise, like, what kind of tests should you be demanding from a product you’re considering to be sure that you’re gonna put it on and not gonna be replacing it again in two years.
Allen Hall 2025: Because that’s really the trouble in Australia is when you get offered products They have been tested generally in somewhere in Europe and maybe in the United States, and then when they go to [00:08:00] Australia, it’s really unknown as to how those products will do, which is a huge risk for the Australian wind market as to what to choose, how to choose, is it– what’s real in terms of test data.
So now you’re gonna go out and do what? Are you gonna put sensors out by the wind farms? Are you gonna try to do more of a statistical summary of the actual environment around wind farms using existing data? What’s the approach here?
Rosemary Barnes: It’s all of the above, but the part that is supported by the grant is that we’re gonna have enough money to be able to buy some scientific-grade sensors and put them on, um, a sample of Australian wind farms.
So we’re gonna be looking at a lot more characteristics about the rain than simply is it raining now, you know, how many millimeters per hour. We’re also gonna be investigating, you know, every kind of characteristic of, of that, um, of that rain, um, including, yeah, like the, the energy that’s in it, for example.
A, a bunch of stuff. I won’t get into every single [00:09:00] parameter. Um, and you know, other things as well, like measuring UV, solar radiation, um, particles, because, you know, in Australia we have a lot of dirt roads, which I know is very common in wind farms around the world, but Australian dirt roa- roads are always dry and dusty, like 99% of the time, so that’s one of the things that y- you know, maybe that’s causing a difference.
Um, so basically putting sensors all over a bunch of wind turbines and then monitoring the erosion, um, a combination of some real-time monitoring and also looking at inspection, um, drone inspection images annually. We also have a- an option where we’ll just be using SCADA data and inspection images, so that’s like a lower cost version where we can combine that with the findings from the scientific-grade instrumented turbines to build up a picture of what types of conditions lead to accelerated erosion.[00:10:00]
Allen Hall 2025: So the SCADA data will, will have some information inside of it, you think, that, uh, will correlate to the weather outside?
Rosemary Barnes: It has some Additionally, we can look up, um, you know, just the weather data, like how many millimeters fell during which 15-minute interval throughout the day, what was the temperature.
SCADA will tell us also what the temperature was, um, what the speed of the turbine was, so you can calculate the tip speed, ’cause that’s an important thing. Um, yeah, so it’s, it’s two, it’s two tiers of data collection. The scientific grade sensors, as you can imagine, are, are really expensive and y- you know, the, the grant project has contributed a, a lot of funding, um, but it’s not enough to put those, yeah, put a little mini lab on top of every turbine across Australia, obviously.
So that we’re using s- doing selectively, and then we can increase the number of wind farms that are included in the study by just doing this, um, cheaper version of the SCADA [00:11:00] plus, uh, weather data that’s available.
Allen Hall 2025: So what are some of the risks on the temperature side for all the high-temperature regions of Australia that have wind turbines?
Clearly it’s generally warmer in Australia than it is in, in Scandinavia and Northern Europe. What kind of temperatures are we talking about on the ground?
Rosemary Barnes: Uh, well, temperatures here can get pretty close to 50 degrees. Um, and if you’ve ever been inside a wind turbine blade on a, even a mildly hot day, you’ll know that the temperature inside a wind turbine, and especially inside the blade, is much hotter than what it is, uh, what the ambient temperature is.
So this project is one– I’ve actually been talking about this project for, yeah, like over 10 years now. Ever since I started, I moved to Denmark, started working for a wind turbine manufacturer, I had done– I had just finished doing my PhD on composite materials, structural design, and analysis. So, um, yeah, very, very familiar with, [00:12:00] you know, how composite materials work and, in particular, the effect that temperature has on them.
I mean, like most materials, when composites get warmer, they get softer, and that is really important for a w- a wind turbine blade. You know, if it gets, um, less stiff, then you’re gonna get a lot more strain, and that is going to affect your fatigue behavior. Y- you know, fatigue is just the application of a little bit of, a small amount of strain.
It’s not gonna cause damage, but when you apply it millions, tens of millions of times, like you do in a, o- over a wind turbine’s operate, um, operating lifetime, then that builds up. And, you know, wind turbine blades are a very fatigue-driven design. Um, it’s one of the most important things to consider when you’re designing a wind turbine blade.
And so when I got to Denmark and I learned how materials are qualified and how the qualification is treated in the certification process, I just realized it’s not particularly conservative, and also that some of the assumptions that are made that [00:13:00] wo- again, they worked really well in more moderate climates where wind turbines have had most of their developmental history.
You know, it’s not such a big deal there if you test at room temperature. Your wind turbine blade is spending most of its operating lifetime at room temperature or below. It’s, it’s rarely, you know, above 30 degrees in Denmark and most of Northern Europe and, you know, also a lot of, um, a lot of America, not, not all of it But, um, in Australia it has just extended periods above that temperature and even exceeding the temperature where, you know, wind turbines have an operating limit and after that they will shut down.
But the operating limits are based on ambient temperature. It’s not based on what’s the temperature in the laminate, which is what really matters for blade lifetime. So anyway, I’ve been obsessed, like honestly obsessed about this issue for 10 years. Talked about it with anybody who would listen . But then when I started working in O&M in [00:14:00] Australia and I started seeing some wind farms with an abnormal number of cracks early…
again, early in their lifetime, you know, I think one of the wind farms I was looking at was maybe three years old or four at the time. I think it was three actually, and had a lot of cracks, and I looked at a few years in a row and it was more and more cracks every year and I’m like, “Oof, this really looks like end of life fatigue behavior.”
A- actually it’s not, y- you know, there’s this concept of a bathtub curve where, um, when you’re looking at failures in components, in, in anything, not just in, um, wind turbine blades, but you know, like you’d start– it’s called a bathtub because, you know, when it starts operating, you’ll get quite a lot of failures.
Anything big, any manufacturing defects or anything are gonna cause failures quite fast, and that kind of drops off over time as all of those, uh, get addressed. And then you have, you know, the bulk of your operating life, it’s like pretty low level, pretty, pretty constant for a long time and then as you get towards the end of the [00:15:00] life, you start to see failure rates rise up again.
That’s your fatigue failures, your end of life fatigue failures. And so when I saw the same types of cracks more and more each year, I’m like, “This looks like, you know, the foot end of the bathtub, not the head end.” And, uh, it made me worried and I’ve now seen that across a few wind farms in Australia at, um, hotter places.
There’s a few blade types that are more prone to it than others, but at this point it’s still a suspicion that that’s what’s going on. I mean, a suspicion backed by a lot of, a lot of theory and knowledge of how the certification process works. But this project now we’ve got some funding to actually go put some sensors onto wind turbines, actually learn what the temperatures are in the blades throughout the whole laminate, um, not just the, you know, on the outside surface or not just the ambient temperature, but actually, you know, develop a temperature gradient across the whole, um, the whole laminate in the blade shell.
Um, and [00:16:00] then we’re going to be doing a bunch of modeling basically to look at what is the effect of these different temperatures that blades are really seeing and how much would we expect to… that to decrease a lifetime. And then we should also be able to say, you know, if you have this issue in your wind farm, you might be able to change your operation a little bit and extend your lifetime a lot.
Because this one, it’s real– like, in contrast to leading edge erosion, leading edge erosion is just, it’s, you know, every wind turbine has it to a certain extent, and it, it’s always there, but it’s a relatively minor cost to fix it. You know, like it sounds like a lot, like 30, $40,000 per wind turbine, but, um, you know, compared to if you’ve got to replace every blade across your fleet because they’re all, you know, at the end of their life after five years, you know, that’s obviously shocking.
And, you know, that’s a bad example, but even in a y- you know, like a less extreme example, maybe [00:17:00] after 15 years you have to do a, you know, a f- a fleet-wide campaign to strengthen blades or something. It’s, you know, m- many millions of dollars for that, and so it c- could make sense to be able to learn, okay, what, what hours of operation should we be avoiding?
Additionally, because when it’s super-duper hot in Australia, usually you’ve got heaps of solar power and the electricity price is not that high. So I, I think that there– and I don’t, obviously, before we’ve done the project, I don’t know what the threshold is. But in both cases, we will be aiming to improve the knowledge of how you can operate to avoid these periods of accelerated damage.
Allen Hall 2025: Do you think you’re seeing more fatigue-like damage due to the blades operating when it’s hot or not operating when it’s hot, with maybe less airflow around the blade and maybe less cooling going on is just a temperature soak At rest? [00:18:00]
Rosemary Barnes: Yeah. It’s interesting because the temperature is higher if it’s not rotating, um, because you get a whole lot of, um, convective heat, heat transfer when the turbine is operating.
So your temperatures are not gonna get as hot when operating as when they’re standing still. However, if it’s standing still, they’re only very lightly loaded. Like, yes, they’re gonna get, um, blown by, by gusts and, um, have a little bit of bending, but it’s, it’s very, very small compared to, uh, if it is y- you know, operational loads.
Uh, assuming that you’re not in the middle of a s- a storm. But yeah, a storm probably doesn’t come with 50 degrees temperatures.
Allen Hall 2025: And what part of the blade is susceptible to these higher temperatures? Is it the resin? Is it the fiberglass or carbon fiber? Or is it the, the glue, the bond joints? What part are you focused on?
Rosemary Barnes: The resin is the main part that I’m focused on. It gl- it could be an issue for glue too, actually. I haven’t even looked into what the, um, yeah, temperature assumptions are with, with glue, with [00:19:00] bond lines. But the failures that I’m seeing in the field are not, are not bond line issues. It’s, it’s, um, a laminate problem.
Allen Hall 2025: What about balsa and foam inside of the blade? Are they affected by the temperatures or are they pretty temperature stable?
Rosemary Barnes: I don’t think they’re affected at these kinds of temperatures, no. They, they don’t really do much actually. The, the core materials, like it, it is very important that they’re, that they’re there, but their job is really to keep the fiberglass separated from its- itself to make it stiffer.
So, um, yeah, that’s, that’s unlikely to be a, a major source of problems.
Allen Hall 2025: So this study is gonna work over about three years, and you have a number of wind farms that are participating. Are you looking for more wind farms to participate in Australia?
Rosemary Barnes: Yeah. Yeah, definitely. I mean, we can, um, have as many as, as people want to join.
We’ve got quite a good selection so far. Definitely can always welcome more. A, a bit limited in how many can get the really, um, good sensor [00:20:00]package, because the grant funding is a, you know, a certain amount, and that’s paying the bulk of those sensors. So, um, those spots are limited. So if anybody wants to really zone in on what is specifically causing erosion on their site, you know, if you know that you have got leading edge protection that is not good enough and you have to replace it soon, but you don’t know what to replace it with, then, you know, that would be the kind of wind farm that might want to consider, yeah, joining this and, um, you know, getting these sensors on their, um…
We’re putting them on top of the nacelles, most of them. Um, yeah, so that would be a good match then. Um, and then, yeah, for the ones that are doing the SCADA data and, um, weather data- There’s not such a, a hard limit on how many we can have join like that. So yeah, we can have more, more like that.
Allen Hall 2025: In the temperature fatigue effort, i- is that still looking for participants or are there particular wind turbine types or manufacturers that you’re [00:21:00] looking for to participate?
Rosemary Barnes: Yeah, I think, um, I, I mean yes, we can have more of those. That’s a simpler, a, a simpler issue as well. The sensors are not so expensive and, um, it’s, yeah, it’s a, it’s a simpler project to join that one. We only need, you know, a couple of turbines per site, so it won’t be such a, uh, an involved process to get everything up on into the turbines.
And in terms of who might like to join that, I would say anybody that is in a really hot area where, you know, where they see a lot of days over 30 degrees, and if they see any days, you know, getting into the high 40s, then I would say that that’s worthwhile. Or even I have seen this issue in some milder sites, um, yeah, depending on the, on the blade type as well.
It is more common with polyester resins. They have a, a lower op- uh, maximum operating temperature than epoxy resins. But then also just anybody that has noticed just, hey, [00:22:00] we’ve got a lot of cracks, and it seems like we’re getting more and more cracks every year, which to be honest, can be hard to keep track of if you’re…
If you’ve got a full service agreement, uh, you know, an OEM managing your wind farm The early signs of this are gonna be category one and category two cracks. They’re not in exactly the same location. It’s, you know, it’s a tricky one. Normally, if you’re looking at a serial issue, then you’re going to have, uh, well, you know, your ideal pattern for a serial issue is the exact same thing happening over and over again.
And so it is harder to pull this out. It also really would be very rare for it to be happening in the first two years or three years, whatever your serial defect liability period is. So it’s quite hard. But, um, another group of wind farms that might like to consider it is if you know that in, you know, a certain number of years you have to renegotiate your service agreement or, you know, it ends and you might have to take over yourself, then this’ll be a really good way for you to [00:23:00] understand, you know, have I got a ticking time bomb here?
Um, because it’s not something that you’re gonna be aware of if you haven’t been, you know, doing some really, really in-depth shadow, shadow monitoring of your blades, you know, running your own inspections and looking at every single damage, not just category three, four, five, but lower ones. So yeah, I mean, there’s a, a wide variety of people that, that could be interested in joining.
Allen Hall 2025: Are you expecting a number of manufacturers that make leading-edge protection or involved in resin creation, some– there’s a number of resin companies and a variety of resins that are used globally, sort of interchangeably at times. Are you expecting some of those companies to participate in this effort just to learn about the Australian environment?
Rosemary Barnes: I think it would be a good opportunity to test out some products and see how they behave in the Australian context. I think that that would be a really good selling point, but I, I have to say that most of the companies doing that sort of thing that wanna enter Australia, they don’t [00:24:00] really consider…
Like, from the perspective of wind farm owners in Australia, if you can’t show us wind farms in Australia where this has worked and, you know, show us a before or after, you know, the old LEP lasted Two years and our LEP is going on four years now with no damage. It, you know, unless you’ve got a before and after like that, you can tell us however many turbines that you’ve got installed around the world, but, um, we don’t consider it validated, y- you know?
It’s not validated for Australian conditions yet. And I do have this same discussion over and over again with, you know, not just leading edge protection, but all kinds of, um, you know, manufacturers of whatever doodads that you put on to improve a, a wind turbine. It’s so different to Australia. Things break so fast.
And I’m talking everything, you know, like vortex generators fall off and, um, yeah, like, uh, you know, bits of lightning protection systems fall off, seals just [00:25:00] crumble and disintegrate. Um, and it, you know, we’re very wary of, of new products. So I, I do– I mean, I’m thinking of it more from my client’s point of view than from the product manufacturer’s point of view.
But one thing that I wanna get out of this pro- project is to be able to answer one of the most common questions that I get is, which is, what leading edge protection should I be putting on my turbine? And for now, I don’t know. I, I know a range of products that don’t work in Australia, and not much more than that.
So, um, yeah. And it’s also, you know, Australia’s a very varied place with lots of different kinds of climate too. So it’s not gonna be like, you know, the product that works in Queensland is the same one that’s gonna work in Tasmania, which is the same one that’s gonna work in Western Australia. You know, um, so it, this project is gonna really pull out what are the site specific issues you’ve got at your site and what kinds of, um, you know, tests would we need to see a product um, perform in order to know that this [00:26:00] is gonna last on your site.
Allen Hall 2025: W- what is the outcome of this project or these two projects? Are they gonna be reports or, uh, a, a continual monitoring system that’s designed for the Australian environment? How do you see this going?
Rosemary Barnes: Yeah, so one part of it is, um, developing a way to identify periods of accelerated damage and to know not to operate during that time.
So we call it protective operation. Uh, so that would, uh, help you if, yeah, you’re trying to extend the life of something or increase the amount of time before you have to repair, then y- you know, that would be useful to have that knowledge. And it will be as simple as just an alert saying, “Hey, accelerated damage conditions.
Consider, you know, if you wanna keep on operating.” And, you know, if the price of electricity is super high at that time, they may want to push through, and if it’s low, they probably won’t want to. So that’s one thing. Um, especially, you know, as wind turbines get to their, near the end of their life. I’ve got some clients whose wind farms only have, you know, [00:27:00] maybe five years operation left.
They just simply don’t wanna repair their leading edge protection again. They just, they, they don’t wanna do that. So they would be happy to, you know, reduce operation a bit and have their turbine limp through to the end of the period. Y- you know, you want everything to wear out at once. You don’t want brand-new leading edge protection on a turbine that’s going to come down in a couple of years.
Um, so, you know, that’s, that’s one part of it. And then the other thing is, you know, turbines earlier in their lifetime, how can we optimize the maintenance schedule with leading edge erosion? Um, so, you know, like it’s a lot cheaper to, uh, replace the LEP if you get– catch it early, but then you don’t wanna be catching it too early and replacing it, you know, constantly when you, you don’t need to.
So, um, yeah, it, this, having this knowledge will enable a site-by-site operations and maintenance strategy with respect to leading edge protection. We also have some sites who are having trouble. They’ve got a full service agreement, and the OEM is [00:28:00] responsible for, um, doing the leading edge erosion repairs and protection replacement, but the owner is on the hook for paying for it.
At the other end, we’ve got people with full service agreements where technically the, um, manufacturer is supposed to be doing the leading edge protection and paying for it, but they argue about what, when does it need to be done. Because, you know, um, the operator might think if there’s no structural risk, then we don’t need to be replacing it.
And in the meantime, you’ve got turbines spinning around for years and years and years with, you know, these huge flakes of leading edge protection s- you know, causing the flow at the tip of the turbine to, to detach and to stall, and horrible aerodynamics, huge losses in power generation and revenue. And they’re having a big fight about, you know, is this necessary to do or not?
And then, you know, they’re just gonna put the exact same product on again ’cause the [00:29:00] OEMs are re- all really, really wedded to their own particular brand. It’s like, “Well, last time we had this product and it was factory applied, it lasted one year before it s- it was worse than, you know, if it wasn’t there at all.
Uh, we don’t really want you to put that one on again.” And so, you know, having the information that they need to be able to, you know, really bring data to these discussions and, you know, makes a, yeah, data not drama. That’s a, a good approach I think, um, for any kind of negotiation and especially in the case of leading edge erosion.
And then for the high temperature fatigue part of the problem, aside from, you know, just wanting to know are your blades aging, should you be looking at remediation action or changing the operation, the other really big key thing is, uh, you might need to have a fight with y- your OEM about if this turbine has been designed and operated correctly.
And so then having the data from this, um, project is going to give you the information that you need to come into that [00:30:00] argument with, again, the data not the drama. Um, and to, you know, in- increase your chances of succeeding in that kind of really tricky negotiation.
Allen Hall 2025: So if you’re an OEM or a manufacturer of equipment, an ISP, an operator, pretty much all aspects of wind operations, you probably ought to be getting a hold of Pardalote Consulting and Rosemary to talk about the opportunity to participate in this study.
How do people get ahold of you to, to do that?
Rosemary Barnes: People can go to our website, pardaloteconsulting.com, and get in touch via the contact form there, or you can, uh, look me up on LinkedIn, Rosemary Barnes. That’s probably the easiest, fastest way to get ahold of me personally.
Allen Hall 2025: Well, Rosemary, congratulations on the Energy Innovation Fund Awards and the new three-year effort.
If you are interested in participating with Pardalote Consulting and working with Rosemary and her team [00:31:00] in Australia, reach out to her on LinkedIn and get that process started, because this report and the data from all this analysis that’ll happen over the next couple of years will be important to the wind industry.
So you need to spend some time and get ahold of Rosemary and get this process started now. So Rosemary, congratulations. Uh, thanks for being back on the podcast, and looking forward to, uh, the next couple of years. It sh- should be exciting.
Rosemary Barnes: Thanks so much, Allen.
Renewable Energy
Artificial Stupidity?
We all understand that there are ultra-conservatives living all around us, but does anyone truly believe that our schoolteachers are ruining our society by teaching children the truth about U.S. and world history? Science? Current events?
Slavery and Jim Crow laws were bad. Fascism is bad. Our scientists are telling us that CO2 emissions are causing world temperatures to rise, destroying our planet’s capacity to support life.
Whom do these concepts upset?
Renewable Energy
No Such Thing as a “Dumb Question”
There is nothing dumb about the question posed at left. Democracies fail, falling into “banana republics” constantly. The rate at which democracies become tyrannies is so great that some of them never make the news. Can you tell me anything about the governments of Eritrea or Chad?
What makes the situation in the United States is, yes, that it’s happening here in the United States, the very last place anyone would have suspected it.
You might have thought that Americans wouldn’t have voted for their nation to become Russia or North Korea.
You would have been wrong.
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