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Unlocking Wind Turbine Uptime: Pearce Renewables’ Growth, Technician Training, and Service Capabilities

Join hosts Allen Hall and Joel Saxum as they interview Zack Dorfman of Pearce Renewables, the United States’ leading independent wind service provider, about their rapid growth and investments in technicians. With over 1,000 GWO-certified wind techs performing services from maintenance to major component exchange, Pearce is committed to recruiting and career development. Technicians can gain insights into joining Pearce’s team, while the hosts explore their extensive capabilities enabling wind farm uptime. This episode is essential listening for wind techs interested in growth opportunities with Pearce Renewables.

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

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Allen Hall: Welcome to this special edition of the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Joel Saxum. Pearce Renewables is the nation’s largest independent service provider for wind, solar, EV charging, and energy storage. Pearce Renewables is rapidly growing with a team of over 1, 000 experienced and certified technicians.

They offer a wide range of services, including preventative maintenance, corrective maintenance, and capital improvements. In this podcast, we’ll be speaking with Zack Dorfman, Senior Vice President of Wind at Pearce Renewables. I’m interested to hear all the cool things that are happening at Pearce in wind.

Zack, welcome to the program.

Zack Dorfman: Thanks for having me. Appreciate it. Glad to be here.

Allen Hall: The 2023 repair season is just wrapping up at the moment. And from what we’re hearing, it’s been extremely busy. Can you just touch on some of the projects that Pearce has been involved with over the last couple of months?

Zack Dorfman: Yeah, absolutely. It’s been an exceptionally busy season for us. I think as many people, the beginning of the year was a little bit slower of a season, which kind of happens, especially on the wind side. We’ve had a tremendous amount of growth, specifically on major component exchange and blades.

We’ve been doing multi platform major component exchange and heavy lift jobs throughout the year. We’ve kept those teams exceptionally busy on the blade side, we’re a tier one blade supplier and we’ve really grown our customer base specifically with blades. And lastly on the maintenance side of the house we’ve really done a lot with some of our customers with localization of hubs and trying to find unique solutions to, to meet their needs.

Allen Hall: Wow. Okay. There’s a lot there. Has some of that work been part of the IRA bill? It seems like that kind of work has been picking up over the last couple of months. Are you getting involved in some of those projects, the repowering projects and those type of events?

Zack Dorfman: We’ve done some repowering projects in the past, none of which are currently under the IRA.

We’ve got a couple projects that is a precursor to a repower project that we’re working with currently now that is an IRA project. We’ve got a couple of projects currently going on right now that are IRA projects. We’ve been actively spending a ton of time around IRA and on behalf of our customers, been working with groups like ACP as well as making sure that we’re at the forefront with working with the government on guidance for what these projects look like.

Joel Saxum: Quick question for you then, Zack. So since you guys are a large ISP and you have… All kinds of capabilities, right?

You said blade repair, major correctives, some service and maintenance. You guys are a great spot to go for someone if they want to do a repower, because it sounds like you’re basically a one stop shop. Does that make sense?

Zack Dorfman: Yeah, no, absolutely. Our goal is to be a holistic approach to servicing our customers, whether that’s servicing, major component exchange or replacing a card or even supplying a part. That’s really what our goal is to be that one stop shop. Specifically the repower side. We are the largest MCE independent service provider in the country. That lends itself very nicely to be able to go ahead and perform repower projects.

We’ve done multiple repower projects now, some of which we’ve done where we are the ISP that shows up and does all of the work. We’ve got other ones where we’re providing labor to work with some EPCs and some of the customers.

Joel Saxum: We hear that quite often from the larger companies in the world, right?

They’ve been through so many, managing five, six, eight, ten different subcontractors on site is a nightmare. It’s a pain in the butt, right? But for someone, especially if you’re a site manager and you have a repower project or some major project going on, it’s much easier if you have, hey, Pearce is on site, I’ve got one guy to talk to, and that person can disseminate all the information and all the things that need to be done within, on this field project, instead of, hey, this morning I got to talk to this person, I got to talk to the…

The gearbox guys, I got to talk to the crane guys, I got to talk to the blade people, I got to talk. So like that, I think that’s a major advantage and the actual asset owners and larger OEMs are asking for this kind of support.

Zack Dorfman: Yeah, we pride ourselves in going ahead and providing a single point of contact and project manager for each project so that you’re not going ahead to multiple people.

I think one of the other things of being one of the largest ISPs with so many offerings, we can go ahead, if you’re talking about a repower project or an MCE job, we can go ahead and provide while you’re there. There might be something else that takes place and you have to go ahead and repair a blade.

We can certainly provide that. And then we can have that single point of contact that’s working behind the scenes so you’re not making six phone calls to find the right person. That’s one of the things we pride ourselves in is communication and single party contact.

Allen Hall: And that involves having a lot of technicians that are trained, obviously, and it’s one of the big pain points in the United States at the moment is having an adequate staff of technicians to do this variety of projects.

Pearce Renewables has been one of the leaders in that in terms of getting technicians trained and being on site and knowing what the task is. You want to explain a little bit of the effort that Pearce Renewables takes to find technicians and to also to train them up?

Zack Dorfman: Yeah, absolutely. This is a problem throughout the industry, right?

Finding net new capacity with regards to technicians. So one of the things that we’ve done, I came on board a little over two years ago. Shortly after I came on board, we went to full GWO certification in wind. We’ve got a training facility that’s GWO certified in California. We’ve got one that’s being built currently in Dallas.

Gives us a unique opportunity to go ahead and train our technicians so they have the capabilities to step on the site, be able to perform what the expectation of the customer is. The other thing is I think that gives us a unique opportunity around things like career path for technicians.

It gives us the ability to show them this is the path from go to tech one to tech two to tech three, keeps folks engaged. I think, going to GWO, I think right now, one of the things we’ve been involved with some of the workforce development stuff at ACP. ACP has done a really amazing job first on the wind side right now.

I know that they have future plans outside that with solar and battery. But in wind they’ve created these guidelines that are very similar to what GWO is sets the standard across the board. So people are showing up to site, they know exactly what they’re going to get. We go ahead and provide our technicians with a QR code that has all of their certifications on it.

So as they show up to sites, site manager can look at it, scan the QR code, sees all the certification that the technician has as they get there.

Allen Hall: Yeah, it does seem like managing technicians is probably one of the bigger tasks and obviously when you’re doing major component exchanges, those are big projects, but making sure the right people on that job all the time is, from an operator standpoint, is key, right?

I think talking to a lot of operators across the United States, and Joel and I talk to operators all over the world. The key complaint is the technicians aren’t trained up, technicians arrive on site not ready. They don’t have the tools, the equipment they need. Everything gets slowed down because they’re not prepared.

And I have not heard that about Pearce. I, what I hear from, about you guys is that you’re ready. You’re on site. Things are happening, which is what, as an operator, you want to see. That involves obviously having the sort of the size that you guys are and the ability to bring people in and train them up.

Now when Pearce goes out a project. I’m a, say I’m a large operator in the United States. What am I, what are they typically looking for when they call you up and say, Hey, we have projects, this is what we want to go do. How does Pearce project manage all that? And what’s the approach inside of Pearce?

Zack Dorfman: Yeah, no, that’s a great question. I think, one of the pieces of things that we’ve done that really I think separates us is specifically as an ISP oftentimes people associate ISPs with body shops that are just providing bodies. We’re really keen on making sure that we provide solutions to the customers.

So we listen to what their needs are and what they’re asking for. We try to provide a solution. Shortly after I came on board, we restructured the way we run the organization. So we have technician supervisors and resource managers, and then we have project managers separate, right? So we have the ability to, we have, make sure we have a resource manager or technician supervisor that deals with the personnel issues and deals with people when they have challenges.

If you have a technician that really has to go to a graduation or a recital, we can work directly with them, making sure they have time off. I have the ability to replace them with a like technician so we can make sure that the project keeps going. With regards to the customer side and making sure that you have the all of the parts there.

All of the equipment there. Every individual project has project manager. Prior to the goal was yet a project manager that did both. Quite frankly, you can’t be that’s too much to deal with. So we separated the 2 functions. We now have a single point of contact. So we have a project manager that will kick off every single project.

And we’ll make sure the technicians have everything they need. But more importantly, their single point of contact and communication to get directly to the customer. And I think that’s really what has made us perform and have the ability to execute at a higher level. That, that being said, we’re not perfect every single time.

I’m glad to hear that you haven’t heard of any issues, but we are continuously striving to get better. So there are times when we stumble. I think how you react when you stumble is what’s important. And when I talk to the team and my senior leadership team, we really focus hard on what’s the reaction to the issue.

You’re going to have problems and don’t get defensive. Let’s welcome the feedback and then let’s figure out how to be better next time.

Joel Saxum: So that brings me to a question, Zack. So this is of course, watching Pearce over the last few years, you guys have grown massively. You’ve done a lot of organic growth.

But you’ve also done a lot of mergers and acquisitions and when you’re doing taking on mergers and acquisitions, there’s a there’s an unless you’ve been around a business that’s experienced that there’s a bit of a, an oddity around and you have different people, different cultures, different complete business processes, right?

You may buy a company or acquire a company or merge with a company and they do things a certain way. You do things a certain way. And now you have to change mindsets and ideas . And not only the processes and how they operate, but the culture and the and the, and like the safety culture is one of them, but like the culture about how we report and who we talk to and the way we treat our customers.

Like I said, watching you guys over the last few years, it’s like, Oh, Pearce bought this company. Oh, Pearce grabbed this company. Oh, Pearce is now these guys are a part of Pearce. That’s fantastic for growth. But how are you guys managing all of the. The mergers and acquisitions and melding those cultures together.

Zack Dorfman: Yeah, no, I will tell you this. When I first started into the role and we acquired a few companies, it was exceptionally challenging. I really, it was like. I’ve got a vision for culture. That means we’ll get there. And it’s quite, quite that simple. And it’s actually quite more challenging.

I think the key is you set, a really direct path into what you want to do and you communicate that and over communicate that we’re super fortunate. We’ve got a tremendously talented VP of mergers and acquisitions. He’s stepped in and he’s helped once we go ahead and acquire companies also helped set a path for what the integration looks like. We’ve got tremendous back office staff. That’s gone ahead and jumped in that jumps in regardless of whether it’s wind, whether it’s solar, whether it’s. Telecom that team has been exceptional with regards to integration.

Again, though, I think the thing is that one, it’s tremendously challenging to set culture, right? And so I think what you have to do is communicate the direction of what you want to do. You have to frequently communicate with employees, whether that’s technicians or salary folks. And make sure that the direction is clear and what we want to do and how we want to do it.

We’re also exceptionally lucky to some of the technology that we use. We’ve got a homegrown platform that’s on the force.com platform that was originally built. It’s an insight platform. It gives us the ability to really gather tons of data and gives us a competitive advantage. So I think when you see what a company came from

technology wise and what they’re going to. I think that’s a easy buy in from that standpoint. And then I think there’s some, very basic tenets that I think speak across all types of businesses, right? So we’re very big and double down on our safety culture. I think quality is an easy one to just go ahead and talk about, right?

Because everybody wants to do the right thing. You want to go ahead and satisfy customers. And if you have a way in which to do that, that works people buying quickly. Again, I think communication is the biggest, I think we’re also very lucky with the talented folks that we have internally to help the integration.

That’ll make it a little easier.

Joel Saxum: To piggyback on the communication concept, when you and I were talking off air a little bit, you mentioned basically part of your management KPIs, key performance indicators and metrics that you follow, is how many of the direct reports each member on the team must actually visit with face to face per year.

And that combined with the idea that you have maintenance or basically hubs for Pearce around the country can you touch on that a little bit and the advantage that brings to you, your organization?

Zack Dorfman: Yeah, no, absolutely. And listen, it starts with me, right? So every single year I mandate that I personally go out and see 15 to 20 percent of all technicians.

And 15, 20 percent sounds like it’s not too hard, but when you start to add, add in all the customer travel and that kind of stuff it gets exceptionally challenging. Starts with me. And then, I believe in a leadership style with my directors. All the directors should be on the field.

They should be visiting their teams. All the resource managers should be visiting teams on regular basis. When we see that there’s not enough of that, we’ll actually implement a schedule, right? And we’ll go ahead and say, Hey, I want to schedule. I want to know how often people are going out and how often they’re seeing technicians.

One of the biggest things with regards to technicians and why they want to stay and why they want to leave is their manager. So they either have a positive relationship or a negative relationship based on that manager. So as that manager gets to know that technician, seeing them face to face, taking them out for dinner, taking them for lunch that gives us an opportunity to go ahead and forge those relationships and try and spin it for a positive so that the technician can have the experience that they want and the manager can have the experience they want.

Like I said, it starts with me. It’s something that I learned a long time ago and it’s important to how we operate.

Joel Saxum: Yeah. Listening to getting that feedback directly field to office connection is huge. I think that a lot of companies miss that. And you can see cultures in other ISPs or other companies in the world.

It doesn’t matter who you are, what industry you’re in when you end up having like field level technicians, it sometimes can become an us versus them. And that is not how you build a culture of success within a company. So getting out there and getting in, being able to get face to face, gather feedback and really listen to the people in the field.

Having that connection I think is that’s a separator for you guys and that’s hugely important.

Zack Dorfman: I think it is very important and every single one of the technicians I visit, I give my cell phone number to. And so I’m a senior vice president, but we try to keep it like a small company.

And so you can reach out to me whenever you want. It’s actually pretty rewarding as well. There’s oftentimes there’s small requests that are really easy to fulfill. Someone needs a new headlamp. Someone found this really cool reflective vest that they’d rather have because it’s lighter weight, it’s hot outside.

It’s really quick to go ahead and make those, buy those things and send them out to the technicians. We’re not going out and buying at full scale for everybody every single time, but if there’s one technician that makes a difference with, we try to make make an opportunity to

help them out.

Allen Hall: Right now it’s technician silly season, I call it. It’s what they call it in racing. Silly season where everybody’s moving around and technicians are, unfortunately ISPs, losing their job and then they start looking for the next job. It’s it is a real tumultuous time for a lot of technicians and it seems like with Pearce and a number of other larger companies that there’s job stability in a lot of cases.

And I want, I wanted to touch on technician recruitment and how Pearce goes about that. And you don’t have to disclose anything that’s top secret within Pearce, but what kind of person are you looking for? Are you looking for people that have experience? Are you looking for people that. Are mechanically inclined, or maybe have a community college degree, or is an electrician, mechanic.

Where are you finding those sweet spots on recruiting people to Pearce?

Zack Dorfman: We very much value technicians that have experience. So we definitely are looking for technicians to have experience. That being said though, across the industry, we look at ourselves as industry leaders. And so we need to go help solve part of the problem, and part of the problem is that as technicians jump from job to job, we’re not creating any net new capacity in industry.

So it is important to go ahead and take a chance on somebody who maybe has a mechanical background, or has an interest, or we’re partnering with, certain technical schools that either have a wind program or some type of program similarly. We also heavily recruit with the military. We’ve got a tremendous recruiting team.

One of which has an extensive background in the military. And we utilize that to our advantage.

Allen Hall: Does that military connection is it providing you a good link? Because it seems if an 18 year old joins the military, they, by the time they, they get out at 21, 22, 23. They have a lot of mechanical experience.

A lot of them are working on all kinds of vehicles, all kinds of equipment. The electric, electrical guys are pretty competent in what they’re doing. It just seems like that’s a ready pool of candidates that are used to going place to place yeah it’s not really roughing yet, but it’s something that they’re used to.

Is that a good resource for you?

Zack Dorfman: It’s been a tremendous resource for us. We continue to value that very much. Those folks that are coming out with mechanical background out of the military generally start with us, a couple of bucks more an hour than some of the other folks that we hire in.

And they’re ready and they’re, they have a feel for what they’re doing. Their willingness to travel, they understand the hierarchy of corporate culture. It works tremendously well.

Joel Saxum: Cudos to you guys for doing your part in helping our nation’s armed forces with that transition into the civilian life too, because that’s tough.

Yeah. Should we touch on some of your basically, the MCE heavy lift stuff you guys are a leader in and some of the other services.

Zack Dorfman: As an independent service provider, we’re trying to go ahead and service the, our customers from wing to wing. Our idea, we have basic maintenance services where we’ll do site support and maintenance is oil changes.

Those kinds of things we also go ahead and we’ve got the most diverse, the largest. A major component exchange or heavy lifts operation of all the independent service providers. We think it’s important. We think there’s a true need out there to go ahead and be able to service multi OEM platforms.

So we go ahead, we recruit the highest talented folks in the industry across different platforms, and then we will fill them in with some of the folks that we’ve trained in house. The other thing that I think is a huge advantage to us, we have every single one of our major component exchange teams comes complete with a full context of toolings.

Many of those are specific to the individual OEM that we’re working on. So well over a hundred MCE technicians we’ve been able to keep them busy all year long with a backlog usually upwards of one to two months at a minimum. That’s been great for us that the techs love it cause they’re constantly working.

So that’s been outstanding. In addition to that, we’ve got quite a few folks that are in the advanced electrical troubleshooting side. We really, on that group, we really focused on the tech three and tech fours in the industry, the highly advanced, highly skilled folks. We’ve recruited a bunch of those folks, brought them in.

Those are the folks that can show up and they can literally troubleshoot anything. They can figure out how to get a turbine up and running. That’s been a huge bonus for us to be able to help our customers out when they’re in a bind. In addition to that, we’re a tier one blade repair service provider.

We’ve got two composite engineers that are well known in the industry. We have had upwards of times upwards of over 120 blade technicians. And we can repair anything from the most complex Category 5 all the way down to a cosmetic Category 1 blade. In addition to that we also have a team that is very skilled at demolition.

So no one likes to talk about the fact that we have, unfortunately, broken blades or fires that take place. And so we’ve got a team that could come in and go ahead and remedy that and bring that down. Oftentimes, there may be some negative publicity with that. So it’s important to act quickly. We’ve got a highly skilled group that is able to go ahead and take those down.

And when the customer wants it, we also rebuild it for them right then and there. And then probably lastly, I didn’t talk about we do have a 32, 000 square foot parts facility in the center part of the country in Illinois. And so we’re able to provide cross OEM multiple parts. Pretty much just about anything you want, we can find at times we can find it faster than others that sometimes we can’t, but we do we do have a large facility that kind of helps us out when customers need things.

We also have some engineers within that group as well. We got one talented engineer right now that helps us design tooling, helps us design parts, works on reverse engineering of parts or works, works on 3D manufacturing of parts. Yeah, quite a bit of work that we can do on the wind side.

Allen Hall: Parts are always a problem. It’s supply chain right now is really delayed and if you have parts in a warehouse, that is a piece of gold. Now I’m curious because you’ve, you guys are involved, you guys are involved in pretty much every aspect of repairs and maintenance on wind turbines. What are the, the top three problem areas you’re seeing at the moment?

Zack Dorfman: Yeah, I think top three problem areas at the moment right now, it’s an industry wide thing is recruitment of technicians. We’ve already talked about it a little bit, but recruiting of solid technicians that have a background. You can’t bring everybody in brand new. You have to have some talented folks that are going to help lead the way, be the leaders of the team.

I think that’s probably the largest challenge that we have. I think the second biggest challenge is probably more so around seasonality. Some areas of wind are worse than others, but specifically blades, seasonality and blades. Everybody wants to go ahead and get their blades repaired from July to October.

And the problem is how do you solve going ahead and getting that done? It’s really challenging. And so the folks that are willing to work in those shoulder seasons and willing to get some of their work done, that really helps out the industry. One of the other big challenges that we see is this quality of the products within the industry.

And so we’re seeing serial defects and major quality issues that are taking place. And then it creates a capacity issue with regards to the ability to repair those and get them back up online quick enough. Certainly there’s a couple OEMs out there that we’ve been working with to help them alleviate some of that stuff.

Joel Saxum: Yeah, and that’s a problem that we, as people around the industry, everybody sees it, right? And it’s a black eye to… To the industry as a whole. So I’m glad that you guys are there to support the OEMs and move it forward, get those turbines back up and running and be the capacity that they can rely on to, to call when they need the help.

The last thing I want to touch on is we are, it’s November right now. So it’s tender season in the wind industry. And everybody’s getting their tenders ready. Everybody’s getting their projects ready and doing the back office work to get ready for springtime. Blades, things that get going.

You guys said you had a backlog with some of your MCE stuff, so that’s fantastic. But there will be repowers and other projects that kick off in the spring. So what does the new year and going into the new year look like for Pearce right now?

Zack Dorfman: Yeah. Right now, like you said, a lot of back office stuff going on specifically around things like budgeting and kind of understanding what we’re looking at from a training perspective.

We’re actively trying to identify which technicians we’re going to promote into key roles. Figuring out training plans for some individual people to get them from Tech 2 to Tech 3. Some key Tech 1s that we want to get Tech 2s. I think that’s some of the stuff we’re working on right now. We’ve been exceptionally fortunate.

We’ve done some really unique things around localization with a couple customers. Those folks are going to be continuing to work throughout the year. It’s really a win for everybody. We’re able to give our customers a lower price. And then we’re able to get folks that are going to probably stick around a little bit longer.

They’re going home every single night. They’re home on the weekends. So that’s really been a huge plus for us. So we’ll be a little bit busier probably than we’ve been in the last couple of years with that regard. The only area that I think we’re still trying to solve for right now is some of the blade stuff.

And we’re working with a couple of customers right now to look at locking in capacity for later on in the year if we go ahead and do some of that work and some of the kind of shoulder months, if you will.

Allen Hall: Zack, I really appreciate having you on the program. How do people reach out and connect with Pearce Renewables?

Zack Dorfman: Yeah, absolutely. You guys can reach out directly to pearce-renewables.com. I’d be glad to connect with any of you on LinkedIn, Zachary Dorfman. And then we also have a parts web store that you can get to also from Pearce Renewables as well.

Allen Hall: Zack, great to have you in the program. I learned a tremendous amount and yeah, looking for another exciting 2024 repair season.

You guys are going to be busy.

Zack Dorfman: Absolutely. I appreciate you having me.

Unlocking Wind Turbine Uptime: Pearce Renewables’ Growth, Technician Training, and Service Capabilities

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Renewable Energy

Profound Nihilism?

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Normally, “nihilism” means the belief that life is without objective meaning, purpose, or intrinsic value.  Trump was elected by mean-spirited idiots, but they could hardly be called “nihilists.” For example, they believe very strongly in white supremacy, the dismantling of the federal government, saving people from the lethality of vaccinations, etc.

Now, there is a secondary meaning to the word, i.e., those who reject established social systems.  In this sense, I suppose they are indeed nihilists, in that they reject lawfulness, honesty, human rights, truth, science, tolerance, and compassion.

Profound Nihilism?

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Vestas Shares Jump 20%, UK Blocks Ming Yang Factory

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Vestas Shares Jump 20%, UK Blocks Ming Yang Factory

Vestas doubles second quarter profit and adds €4.7 billion in market value overnight. Plus EnBW finishes He Dreiht after a V236 blade break, the UK blocks Ming Yang’s Scottish factory, and India rules turbines are movable goods.

The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us!

The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts

Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And three out of the four of us will be in Melbourne Australia talking to a number of operators and interested parties about WOMA 2027. Matthew, where will we be the couple of days we’re in Melbourne?

Matthew Stead: So, um, first of all, we’ve got the Pullman, uh, East Melbourne, which is, uh, where the venue will be for, for 2027. Um, so that’ll be our home base. Um, we’ve got around about eight meetings planned already. So what we’re doing is we’re talking to the operators and a few other industry, um, players about [00:01:00] what we need to talk about, how we’re gonna move the industry forward in Australia.

Uh, so it’s gonna be jam-packed, but there’s a little bit of time left on the Friday afternoon if there’s any late-minute, um, people that wanna get in contact and catch up with us, um, for next Thursday, Friday, or actually Friday. Uh, so yeah, it’s gonna be a, a jam-packed time. I think we’re gonna be tired, too many coffees, and talking to all the key, all the key operators, uh, about what they wanna hear about and how we can move the, the industry forward.

Allen Hall: And if someone wants to put an input into the WOMA panel about what will be discussed at WOMA 2027, Matthew, how would they do that? How do they get ahold of you?

Matthew Stead: Well, we have a wonderful website, and that’s got all the details you could ever want. Um, you can also register on the website, so please register.

Otherwise, um, I’m sure we’re gonna be a sellout this year for sure. So woma2027.com.

Rosemary Barnes: I just wanna add that when people talk to [00:02:00] me about the event, they always say how they love that the topics are so relevant, and the reason why that they’re so relevant is because we make sure to go around to operators and find out what are the issues that they’re really dealing with.

So anybody that’s thinking of attending, even if you can’t, you know, meet us up, meet up with us in Melbourne, get in touch and tell us what are the, yeah, what are the topics that you’re struggling with that you’re not, um, you’re having trouble finding enough information, having trouble finding the people that can help you.

And y- yeah, like we take all of that information, and that’s how we come up with our agenda each year. And yeah, I mean, for us, that’s the, the main thing is that this has to be really relevant, up-to-date information for the industry, and we need your help to make sure it stays that way. I

Matthew Stead: mean, that’s what we’ve done the last two years, so this is– we’re just repeating the formula, um, listening to the operators and getting the good topics and the good speakers.

Allen Hall: Well, Vestas has had a good quarter. Uh, the, for the last couple of years, honestly, s- [00:03:00] Vestas has been really thin on margins. There was questions about it continuing on. Rising costs mostly, uh, supply chains, especially during COVID, were bad. Uh, and, uh, but for the most part, the shareholders stayed attached.

Well, that story is changing rapidly. The world’s largest turbine maker posted second quarter operating profits of $400- €46 million, more than double what the analysts had expected, and it’s raised its full-year margin guidance alongside half-year results for the first time in a decade. The shares climbed about 20% in Copenhagen, adding roughly €4.7 billion of market value in a single session.

Now, the chief executive, uh, Henrik Andersen, ha- put it plainly to, uh, uh, in a couple of news sources that something much bigger is happening and Vestas is gonna be the, the leader in wind. That’s how I read it, that everybody [00:04:00]at Vestas was super happy with the, the change in direction and things were moving up steadily.

But a 20% jump in a day is remarkable. You don’t see that in large industrial businesses like wind energy. Matthew, this has real implications on what happens next for Vestas because success like this usually means more orders.

Matthew Stead: Yeah, I wonder what’s going on under the hood there. Um, I mean, Vestas is a quality company, although, although can I just do a quick segue?

How many turbines were installed in Denmark in the last, uh, two years? Like last year and the year before?

Allen Hall: I don’t know. How many?

Matthew Stead: I believe it was eight turbines installed onshore in Denmark last year, and the year before it was 12. So, you know, maybe, maybe Vestas needs to focus on their own backyard a little bit as well.

Allen Hall: I’m not sure there’s a lot of opportunity there. Yeah, onshore.

Matthew Stead: How can you ever be full? I mean, there’s always, um, [00:05:00] uh, you know, um, you know, resiting or, um, you know, upgrades and-

Rosemary Barnes: You know what? Allen and I are probably gonna get some time in Jutland, uh, later this year, um, and that area and the old wind turbines there was actually the inspiration for my whole YouTube channel.

It just, ’cause there’s, you know, there’s turbines there from, the earliest one is, um, from the ’70s and still going. I think it’s one and a half megawatts, actually huge for, for that time. Um, and it was like community made, um, at Tvind. But anyway, I’m interested to revisit the site and have a look and see are these, you know, all these old turbines still there.

It’s only, like six years since I went through and did the experience but for the most part, they don’t seem to be yet pulling down the, the small old ones and putting up big ones. There’s a lot of, a lot of them are community owned. Um, and yeah, I mean, Danish people love wind turbines, but there’s only so many that you can have onshore.

Like, people are happy to live near them by, you know, the standards of people in other countries, but you don’t want [00:06:00] one in your literal backyard. I think that there is, there, there is a, a limit to how many more onshore wind turbines that you can get in that area and offshore expansion is the more likely way to go.

Um, and also I think it’s, it’s, it’s good to recognize that if you have a domestic only or a domestic first strategy, that will only get you so far and then you have to expand, and I think Denmark did that really well. I think Germany a little bit less. I think that Enercon were a bit surprised, um, by their strategy.

It, uh, they had a real hard time anyway when they had to transition away from mostly Germany to getting overseas. And obviously, like if you look at China, they have most of their installations are in China. They are trying so hard to get outside of China because it’s not, like even a market as big as China, it’s got decades to go before it will be full.

Um, you can still recognize that that’s not your, like long-term strategy for growth has to involve expansion, I think.

Allen Hall: I think Vestas, regardless of what happens in Denmark, is making a play for the United States. That seems to be [00:07:00] where a significant effort is happening at the moment and on offshore. Their– Vestas seems very excited about the offshore opportunities.

Of course, there’s a ton of wind turbines gonna be installed in the UK and, and all around Northern Europe. Offshore, the opportunities to buy turbines, there’s only a couple that you could get today. Uh, uh, the GE Vernova offerings I, I don’t think are gonna fit the mold, and I don’t know if GE’s even actively selling.

So their competitor realistically is Siemens Gamesa, which does seem like the smaller player at the minute versus Vestas, which is heavily pushing the V236 and will fill order books like crazy, I think, uh, just based upon the, the history they’ve had and everybody knowing who they are. So Also on the move in Australia, right?

Vestas is huge in Australia right now.

Rosemary Barnes: I think it’s really good that their, um, yeah, finances, uh, are [00:08:00] looking a bit better ’cause it’s been funny. Like, I tried early on in my wind career to invest in, you know, wind turbine manufacturers knowing that there would be immense growth, and I was right. There, there was immense growth.

Not that that was so hard to figure out that there would be, but it did not lead to any kind of, um, return on, on anything, you know. Like, that did not keep pace with the just general market. Um, so I, I stopped trying to, stopped trying to invest to that. But it has been really, really hard for the companies to, you know, raise money or y- you know, do any of the things that they need to do because they’ve always, like, they’re growing, growing, growing, but finances has been so tight that it has been a real constraint on the amount of engineering that they could do, and I really hope that Vestas are gonna take this opportunity that they’ve got compared to, you know, a lot of the other manufacturers.

Vestas do have really strong, um, innovation and, yeah, engineering capabilities for doing– you know, developing new technologies and improving them, and I really hope that they’re taking this opportunity to build that up. There are a lot [00:09:00] of very good engineers with a lot of experience in the industry in that area that are working in other fields at the moment because, you know, there’s been a lot of contraction in Denmark.

So I don’t know, it seems like a really good time to hire back some of that really in-depth knowledge and, yeah, get a- get ahead of, you know, some of the future quality problems. We’re going through such a hard time at the moment from the fast development that happened in the 20-teens when there wasn’t a whole lot of money around.

We’re dealing with quality problems now, so, you know, maybe we can get ahead and not have the next round of them if we can invest in just a lot more, uh, engineering capacity.

Allen Hall: When you have success like Vestas has, usually the upper level management and some of the executive team starts getting pilfered, that they’ll get offers to repeat that success at another company, and it sounds like that process has started already.

There’s a couple of executives that have recently departing or are in the midst of departing from Vestas. [00:10:00] I would see that continuing f- at least for the next six months, uh, because everybody wants to repeat that, right? If you can get a 20% increase in your valuation overnight, uh, I can, I can list a number of companies, regardless of industry, that would love to participate.

Even in a 5% increase, that would be remarkable. So, um, Vestas is gonna have a hard time holding onto this. That’s just the nature of the business where things are successful, people will wander. And Rosemary, I, I think they’re– And Yolanda In, in my book, Vestas should sort of s-stand down and just make quality products.

I’m not sure you sh-should tinker too much at the time being and just make the good stuff better. That seems like a way to really increase profits.

Yolanda Padron: Yeah, I mean, solving a lot of the issues that– And, and that’s not just a Vestas exclusive thing, right? All of these OEMs have some sort of issue that maybe– I know Rosie’s touched a lot on, on it, where [00:11:00] you build this version A and then version B solves one of the small little issues, but now it creates another little problem, and then you have version C, and then everything just kinda has its own niche little issue, um, that really expands over time.

So if they could solidify what they already have in, in a, in a model that, that would help them just even keep a lot of their customers, I think that’d be great, and it would help, certainly help them, um, not continuously, like, rotate around the customers, ’cause it almost feels like, at least in the States, right, you, you get GE to be really, really strong and have a huge market share, and then GE starts focusing more on gas turbines, so then they all go onto Vestas, and then they all go onto Ontara now.

Um, and then just, you know, just kind of everybody starts cycling through them because they just kind of want something that’s better quality than what they’re getting in the long haul.

Matthew Stead: Allen, you, you talked about you think there’s something big under the hood. I think you, you [00:12:00] thought that maybe Vestas was angling towards something or being quite bullish.

Do you think that they might take over GE Vernova?

Allen Hall: I don’t think they’re gonna grab Vernova, and I don’t think Vernova is for sale at the minute, but I wonder if Siemens Gamesa is, or Nordex. I mean, Nordex has done terrific the last couple of quarters and is making inroads in places that I didn’t think possible three, four years ago.

Uh, the European marketplace is be- becoming really unique in that sense that there’s a lot of money being put out. But is there a sole perfect solution for Europe? Not at the minute, ’cause you got two competitors there, and then China trying to, to work its way in. Will the Europeans come together and form something more united, even if it’s just a partnership, a loose partnership, versus letting China on the shores?

We’ll see. 64 of the largest machines that Vestas has builds are standing off the German coast, but one blade is missing a [00:13:00] piece. We’ll talk about that when we come back.

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Allen Hall: Well, Germany’s largest offshore wind farm is now fully installed, and EnBW confirmed this, uh, past week that all 64 of the Vestas V236 15-megawatt turbines are s- standing at the He Dreiht wind farm about 85 kilometers northwest of Borkum. Uh, 960 megawatts, [00:14:00] 2.4 billion euros invested. Man, these offshore projects are expensive to get installed.

Uh, so it’s power for roughly 1.1 million households, and there’s no state subsidy behind any of it. And so this is a little bit of a u- unique situation. Uh, th- well, the one footnote about the wind farm is they had a V236 blade break and fall into the North Sea, and they had fished it out and I think I passed along s- pictures that I saw online of, uh, one of the police boats pulling the shear web out of the water I don’t know what to think anymore about some of these offshore blade issues.

Obviously, Vestas is very conscientious about it and will be doing RCAs and engineering reviews and all the above to go identify what the problem is. But it does just lead to a little bit of a pause of do– what is going on for some of these offshore [00:15:00] wind blade installations or, or whatever’s causing these blades to break?

Do we have a good handle on it? Yolanda, is– are we following up on all the design details so that we can prevent these things in the future?

Yolanda Padron: I mean, I’d, I’d hope you’d be following up on the design, right? Like, and, um, but I think there is still a little bit of a disconnect from, from what we’ve seen, and again, not just Vestas exclusive, um, between the people who are designing and the people who are manufacturing, the people who are in operations, right?

So, uh- The, from what we’ve heard, uh, this could have potentially been a, um, partially because of a transportation issue, which is what happens a lot in onshore. It’s a lot more common than we would like it to be. Um, and so that even goes beyond what would go on in the design studio and what would go on in the manufacturing and what would [00:16:00] go on even just for the people that are running the site, right?

So, so some sort of, um, in between, uh, EPC error. Um, but yeah, I just think that, like in a lot of industries, there should be a lot more communication between all of these teams on the lower level, so that way a lot of these problems can, can be avoided.

Allen Hall: I’m wondering if it’s actually an issue on the, the testing side.

And, uh, the one question that just popped up, and we saw from the ORE Catapult, uh, survey that’s being conducted at the moment, and if you haven’t participated in that, you just visit ORE Catapult and answer some of the survey questions. But torsion on a blade, which is very difficult to test for, and it really isn’t tested for today, but does happen during the move and the transportation of these big offshore blades.

Is it one area that we need to do a little more work in or maybe spend some more time focusing on it to see what is happening as blades are [00:17:00]moved?

Rosemary Barnes: The thing about te- torsion is that it is much more significant as blades get longer. I can’t, I can’t remember the equation off the top of my head, which is, um, bothering me.

But I think it scales with, like, the fourth power or something of, of length. And so whilst it was always a bit of a problem, it’s much more of a problem as it gets, as blades get bigger. I mean, they’ve never, like, fully tested a blade, and there was always a lot of reliance on, hey, y- you know, like we’ve tested certain things that is possible to test in a test facility on the ground.

But they also rely on their decades of experience of how blades actually behave in the field. But, you know, remember, that’s a real lagging, lagging indicator because y- you know, their decades of experience is mostly with lots smaller blades. Now, blades are really different because they’re longer and different effects are, are taking over.

It’s not just, uh, torsion, but it’s also the laminates get much thicker, and then y- you know, you, you have issues with the way that they’re curing, [00:18:00] and there’s a lot more just space for, um, defects to be present in a really thick laminate All of those things add up. Oh, yeah, then add in addition, like new materials, carbon fiber is new, and then new ways of producing it, you know, pultrusions, um, all kinds of different materials like balsa’s being replaced with foams and, um, like, you know, 10 times that number of what sounds like a small innovation, but all of these things have the potential for damage and don’t have a really long track record in the field to be able to kind of calibrate.

We do need to remember that, like, when you do something new, things are gonna break, uh, sometimes, they’re gonna fail sometimes. If they don’t, then you’re definitely being too conservative, and your product is costing more than it should, and nobody wants more expensive wind energy, right?

Matthew Stead: Rosie, Rosie, I, I know you’re doing some, some excellent work on, um, industry studies around erosion and temperature and so forth.

Um, I just wanted to let a little secret out of the bag that, um, in the future there will also be some [00:19:00] other studies on torsion and blade twist and blade dynamics. So, um, just a few things are in, in train at the moment, which I can’t share, share, but, uh, watch this space around better understanding blade twist.

Allen Hall: The Hydride wind farm runs on European turbines, but the next one might not. Two governments with two very different answers on who gets to build Europe’s wind fleet.

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Well, two countries and two decisions, one question. In Scotland, the UK government blocked plans for the Chinese manufacturer Mingyang to build a turbine factory, uh, near Inverness on national security grounds. 1.5 billion pounds of investment, up to about 1,500 jobs. And First Minister John Swinney has asked the new prime minister to reconsider.

And the UK energy secretary minister called that request irresponsible. Meanwhile, up in Denmark, Vattenfall has just won two offshore wind farms and will not say whether it will buy European turbines. Danish suppliers are not taking that quietly. So [00:21:00] the Scotland question about the Mingyang factory is at least being discussed again with the new prime minister in the UK.

It does seem like there’s a lot to do and get the government formed and make all this stuff happen. But I don’t see a Burnham administration changing the outcome for Mingyang, but I could be wrong. At the, the same time, Vestas is pushing for a more Eurocentric focus and to really keep out the Chinese.

Uh, something has to give here pretty soon.

Matthew Stead: I actually think Mingyang should, um, set up a factory in Scotland. I, I mean, what’s wrong with that? I mean, uh, why is that a security issue?

Rosemary Barnes: Set up the factory and put the, like, whatever you’re worried about, put protections in place for it, require it to be a local joint venture or whatever.

You know, we’ve seen the blueprint in many of what used to be, you know, less rich countries. That’s how they, you know, got a head start on some of these technologies. It’s not like, I don’t think that China [00:22:00] has a head start on wind, wind turbine technology, but they certainly have different ways of doing things that, um, yeah, we could, we could learn from.

But I think across the board, wind turbines, batteries, solar panels, whatever, let them set up factories, put the rules in place that mean that your country benefits from it and you’re getting the, you know, the information transfer.

Yolanda Padron: Do you think that’ll, like, impulse a lot of these more established European companies to maybe start fixing some of the issues that they’ve known about for, for a while, um, particularly regarding the blades and everything that we’ve talked about earlier?

Like, there’s enough competition there, so maybe they need to start looking a little bit more deeply into their problems.

Allen Hall: Do we think that Chinese operations have been out front, forward, honest, I’ll even use, about their blade issues?

Rosemary Barnes: No, but this is a good way to find out, isn’t it?

Allen Hall: Governments decide who is allowed to build a turbine after a discussion on Scotland.

Uh, but, but [00:23:00] occasionally, a court decides what a turbine legally is. India has just settled that question, and the reasoning should be of interest to anybody who ships machines across a border right after this. As wind energy professionals, staying informed is crucial and let’s face it, difficult. That’s why the Uptime Podcast recommends PES Wind Magazine.

PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. A tax fight in India has produced a definition every turbine supplier should read.

Is a wind turbine bolted to a concrete foundation movable goods, or is it immovable property? State tax authorities argued immovable, which would have [00:24:00] taxed erection and commissioning contracts at 18% instead of 5%. The Andhra Pradesh, uh, High Court disagreed, and on the 12th of August, the Supreme Court declined to interfere.

The reasoning rests on something this whole industry takes for granted. A turbine can be taken down, moved, and put back up. So a turbine is a movable object, and it has less taxation. Bonus. So this is a really interesting discussion that’s happening in India because it’s probably symptomatic of things we’re seeing elsewhere across the world about taxation for wind turbines, right?

That, um, if there’s a way to tax a wind turbine, we’re gonna try to do it. This is a unique way, uh, that happens in India where depending on if it’s permanent or movable, the tax rates are different. I, I guess that would apply to a lot of components inside a wind turbine too, Matthew, don’t you? Like the, the generator, the, the big heavy things, [00:25:00] gearbox, generator, blades, rotors, tower sections, would be taxed at a, a lesser rate.

Matthew Stead: I agree with the court case that it’s all movable and, uh, you can actually buy turbines on the secondhand market, can’t you? I mean, if I wanted to buy, yeah, whatever, whatever, I could buy one and, and put it up in my backyard if I had a bigger backyard. Um, so yeah, I vote for movable. I vote for lower taxes.

Yolanda Padron: The way that it would work a lot of times in the US is, I mean, it’s, you pay, the company itself pays a lot less than they would’ve over time, right? Just by pure, the, the regular kind of tax laws. Um, but the community, there’d be just direct donations to the community, so then they’d get, uh, like money would actually come into the community where the turbines were being built instead of just distributed around the state, which I mean, in a state as big as Texas, it gets, um, but easier for that c- um, that county to get a lot more, uh, funding than they would typically get if it was [00:26:00] through a big enough area.

Um, but yeah, no, I agr- I completely agree with you guys that, that this should be a movable good. I mean, how many times have we seen, uh, even just a blade, um, that it looks like it’s, uh, just a, a failed blade that they have to go in and replace, and then they take it out, fix it, and then just bring it back to the same site or take it to another site across the country.

And, and to that point, like if you were to h- judge it as something that’s immovable, would then any blade replacement just not be taxed? Because then it’s, you’re moving that one component and two, but it’s essentially the same turbine. Like, I don’t know how that all would make sense.

Allen Hall: I think the Uptime Supreme Court agrees with the Indian Supreme Court that wind turbines are movable, and that’s good.

Well, 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. [00:27:00] Reach out to us on LinkedIn. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show.

And don’t forget to subscribe so you never miss an episode. For Rosa, Yolanda, and Matthew, I’m Allen Hall. We’ll see you here next week on the Uptime Wind Energy podcast.

Vestas Shares Jump 20%, UK Blocks Ming Yang Factory

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Vermont and Florida: A Key Difference

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Can’t swear that the story here is authentic, but it sure rings true.

Vermont is a somewhat quirky state, but it protects its citizens very well. FWIW, this is where I want MY tax dollars going too.

Florida is a deeply red state that, true to form, wants as much ignorance as it can possibly produce. Educated people aren’t voting for people like Ron Desantis.

Vermont and Florida: A Key Difference

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