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Uptime Wind Energy Podcast Thanksgiving Special: A Reflection on 2023

In this Thanksgiving edition, we reflect on the past year in wind energy. We’re thankful for positive trends like capital changing hands, companies addressing the technician shortage, and growth of our podcast! The Uptime team sincerely appreciates the partnerships, experts, and audience feedback that have made this podcast possible. As we look ahead to next year, we invite you to continue engaging and let us know what topics you want us to cover. And most importantly, we’re thankful that we can keep having insightful discussions about the wind industry!

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!

Pardalote Consulting – https://www.pardaloteconsulting.com
Weather Guard Lightning Tech – www.weatherguardwind.com
Intelstor – https://www.intelstor.com

Allen Hall: Welcome to this special Uptime edition during Thanksgiving week. And Phil, Joel, and I, are going to reminisce about the past nine months and what’s been happening for 10 months, 11 months, however long it’s been. I guess we’ve been looking at it 11 months, going to what’s been happening in wind.

I think there’s been a number of changes over the last six weeks that will have implications over the next couple of years. And. I know, Phil, we’ve been all going back and forth about where offshore wind is headed. I want to kick off first by looking back on onshore wind and let’s say something positive here about what has been happening on onshore wind because there has been really good things happening.

Philip Totaro: We’re poised at this point of the year, we’re poised to see, a, potentially a new installation record, in the United States this year, still to be determined whether or not, they’re going to get there by the end of December. But, I think the certainty that has been provided by this extension of the production tax credit through the, Inflation Reduction Act has helped.

The investment tax credit as well, and I think it’s provided, a lot of people, even though they haven’t released the full IRS guidance and everything yet. I think it’s provided a lot of people some certainty. I think you’re gonna see floodgates open when they do finally release this IRS guidance, but based on what everybody’s anticipating, There’s been, a lot of, companies getting back to business.

if you remember this time last year, we were talking about how GE was going to shut down the factory and, everybody was financially insolvent. And, it was just terrible. And, now, things are actually on an upward trajectory. So I think you know, it’s an industry getting back to business and, there’s talk of new factories in the United States.

The super secret Danish project in Colorado, economic, advisory council or whatever, announced. that their, LM was basically a contender for, for a factory potentially there. Yeah, I’m, optimistic about, onshore wind. I’m actually, surprisingly, I’m actually optimistic about offshore wind, because I think we’ve now, at this point, suffered through the last five months of nonsense, and, we actually have, something good on, on the horizon.

Joel Saxum: There’s a couple of… trends that I want to touch on if we’re just talking about trends and things that have happened in the last year. One of them has been the large sums of capital changing hands. A lot of Duke Energy with their big sale of assets and you saw some Algonquin and Liberty Power and some of these other ones.

And I think it was Con Ed got bought up and a lot of money being changed hands. And the reason that money’s changing hands is because companies are basically divesting from older assets, selling them the older. They have a good track record. They’re moving there. They’re, grooving and taking that capital and using it for reinvestment.

So whether it’s building solar or building renewables, looking at some hydrogen projects, there’s a lot of moving and grooving going on a lot of, corporate mergers and acquisitions with these, producing assets. And that capital is being basically reused in the market to build more wind farms and, more renewable generation.

So that’s a trend I think is positive and I’m happy to see that happen. Another one that I’d like to just touch on is we talk about it a lot. The tech problem in the United States and I’m very happy to hear the last few weeks. I know Allen and I have been talking with quite a few ISPs.

And without being prompted for it, a lot of them are talking about what they are doing to try to help solve the tech problem. So while everybody will say, yes, we have one, we have a tech problem. And of course, as, a company, people want to hire the, the, trained and the, the experienced people, the experienced, wind technicians or solar technicians or whoever that may be out there.

But there’s a lot of companies that realize that’s a problem, that we can’t just cannibalize each company back and forth, and we need to add some, new, basically, powder to the mix, right? We need to be training more people, have that, military transition idea to get more, some, of our, servicemen and women once they leave active duty, into the workforce. So a lot of companies that we’ve been talking to on the side and are like, little innovation pieces and stuff like that on Thursday episodes have been talking about what they are all individually doing to try to solve that technician problem.

So it’s nice to hear.

Allen Hall: And sticking with the onshore theme for a minute, our business, Weather Guard Lightning Tech is a small business. And we talk to a lot of other small businesses in wind, mostly outside the United States, couple in some in Canada, right? Our friends up north. And I think in general, one of the things I think has been positive and thankful for is a lot of those businesses have made it through the year that early on the beginning of this year, the first quarter of this year was a little rough for many of them, and they seem to have weathered the storm.

Now, we lost some of the good ones, right? We lost Rope Robotics, which was a little rougher. Pretty sad, actually, but everybody seems to be getting back on their feet, thank goodness, but some of the other players that were teetering seem to have weathered it, and there’s a lot of good technology out there, right?

We saw the merger of Ping and eologix, that was a good sign for the marketplace. We saw, Aerones really go after it this year and, has been doing really some fantastic work on robot designs. Those are all small businesses. Maybe Aerones wouldn’t consider a small business anymore because they’ve grown so much, but there’s still a lot of small ISPs out there, and I think that they’re getting their act together and have weathered the worst part of it.

I agree with Phil. There’s some good upside news that is going to happen. I think once the taxes have all been figured out in the United States, you’re going to see more repowering happening. You’re going to see more new development, particularly in the Midwest. Maybe in places like where Joel is up in Wisconsin, that would be nice to see.

And we’re going to see some transmission build out. So the small companies that really depend on the infrastructure of Onshore Wind to, grow and to develop, are, following, right? So they’re benefiting from some of the things that are happening. And it’s not just United States.

I know we’re all based in the United States, but I see the same thing in Europe too. There’s good stuff happening in Europe at the moment. There’s good things happening in Brazil. Our friends at Arthwind have done a tremendous job over the last 12 months and are growing substantially. And those are really great things to see.

So I always look at the health of an industry by looking at who the small players are that live sort of month to see how they’re doing. Gives you a better sign of where the industry is headed. And I think there’s a good science for that. The remainder of 23 and looking into 24. So let’s talk about some things we’re thankful for, and we can go around the room and highlight them.

I’ll lead off. I am really thankful for some of the partnerships we developed over the last 9, 10, 11 months. We have traveled. all over Europe, it seems like. And we’ve been all over the United States. We were in Canada recently. We’re going to be heading back to Europe by the end of the year.

And, we have met so many great people in wind and we built a lot of great relationships, through those connections and expanded our, our sphere of, what countries we’re touching and, where we have some, be able to give some advice. We’re a lightning protection company and our, thoughts are in demand because lightning is a big problem in the world.

And, I’m really thankful if some of those people have been willing to open the doors to us and welcome us in because we’re Americans. We’re outsiders. We know it, We do not fit the Danish norm in a lot of sense. But yeah, no, we’ve been really appreciative of that.

And I do think the other thing too. We’ve, in terms of, the podcast and what things have happened here, we’ve had so many good guests on. And I know we do take some time, we take time out of their schedule to sit down with us and to talk about what’s happening in their world and to give us some insight and a lot of things you hear obviously on the podcast, but some things that happened behind the scenes that we learned a little bit what’s happening in the world that maybe the world hasn’t, doesn’t have a view on directly.

We’ve, I’m really thankful for that because it really is an education for me is. Being relatively new to this industry, I’ve been in it about 10 years, there’s things I’m learning all the time, the nuances, and Phil’s been really good and giving me insight. Joel, you’ve given me a tremendous amount of insight. Rosemary, just bonks me on the back of the head once in a while and says, Hey, this is how it works.

Those are really interesting and good experience. they’re painful at the time when, it happens. But, I do think, we as a company and, hopefully our listeners have learned a lot over the last a couple of months. I will say, uh, one thing about the people who have come into the podcast, man, they are brings us a wealth of knowledge.

It is people contact us. It’s, and Joel, we’ve been to a lot of trade shows and people come up to us, Joel? And they’ll say when they want to take selfies, which is a little weird. I’m not used to that still, maybe, Joel is. But the thing they’ll say is you guys changed my life. I’m like, whoa, we’re not here to change anybody’s life.

That’s not what this podcast is about. But a lot of, young engineers have changed their pathway into wind and renewable industry because we have offered them a view into what is happening at the sort of the lower levels there. These are what the companies are doing. This is where the industry is headed.

They, it’s really hard to get that information. I think if we can be a conduit for that’s great. I’m not responsible for your decision to enter renewable energy. That’s on, yourself. cause we know how hard it can be. Joel?

Joel Saxum: Absolutely. I’m going to say a piggyback on that as well, Allen.

We talk about having guests on. Not only do we have these kind of conversations with our team here with Phil and Rosemary, Allen and I, Claire, of course, in the background that you can’t see usually, we have amazing conversations off air. With the get with our guests, the, amount of things that are the shared and the opinions and the thoughts.

And when you can just sit around like a couple of people sitting around a table, just, BS. And the amount of knowledge that’s shared. And some of the things like Allen said, you hear on the program come right from, I would recount, like, when we were in Canada, we were sitting around a booth.

Just randomly having a conversation with, some really smart developers and engineers within the space. And they brought a new thought to my eye. We, I was talking about technicians, oh, we don’t have enough capacity to train wind energy technicians. We don’t have enough capacity. There’s not enough community colleges getting people in and this, and then, and the gentleman that was sitting with us said, I would like to see more people that have a broader sense of training, like maybe they’re trained like a millwright, or they’re, they have an electrical background, or they have, they can weld, something like that. That skill gets them in the door, but that skill then doesn’t pigeonhole them into being a wind turbine technician the rest of their life.

So you’ve now, you now have a person that’s a little bit more rounded, that has a little bit more training, and if they want to move on from the wind industry to do something else, they have built a set of skills around what they can do to jump into a different industry and stuff. And it’s man, that’s a good way to look at the, technician problem that we have, is we just need to grab people from a broader. A broader background with broader sets of skills, pair them together, and then we’re not so specifically horse blinded into we need wind turbine technicians. We just need good mechanically inclined people.

Allen Hall: And that discussion really came out of some of the talk we’ve been having on the podcast. And even, Joel, when you gave the description of how you should employ technicians year round, Uh, that was a really good episode.

I, thought that was fantastic. And we’ve heard a lot of comments back from that, and that’s a good place to be, right? I’m really thankful for the comments you received back on that, and how that approach could work. there could be some improvements on it, and The industry is actually talking about that, and that, those ideas get bounced around and they don’t just die, right?

Because we do need some of those things. And I think the wind industry in particular, unlike some of the other industries that I’m familiar with, is very open to change and is very open to making itself better.

Joel Saxum: It’s a young industry. It’s not super mature. Yeah.

Allen Hall: And Phil and I both work in a mature industry.

We both work in aerospace for a while. I still do. it’s a very mature industry and it’s not really open to ideas because things work and they don’t wanna change it. But in wind there’s still a lot to happen here.

Philip Totaro: And I’ll tell you what, Allen looking forward into 2024. I see a lot of potential innovation in things like material science and still more work to be done on kind of data science application, if you will.

So leveraging information, SCADA data, CMS data, et cetera, to actually improve performance. Not everybody’s drinking that Kool Aid, so to speak, yet. and I think it’s starting to happen, though, that companies are starting to get the picture, Hey, you know what? Our operations and maintenance cost doesn’t have to be as high as it is.

Not only is there benchmarking data out there now, And, we’ve seen prices tend to increase and a lot of it’s being driven by OEMs getting very expensive long term service contracts to try and make up for some lost margin. But in reality, the independent service providers that are out there, I’m thankful for them. Because they have actually provided a service where they’re taking over assets that might be 10, 15, whatever years old. And, normally especially in the United States, and it’s part of it’s because of the production tax credit, any piece of industrial equipment, as it ages, you’re going to see a drop off in its performance.

It’s just inevitable that things wear out. But independent service providers oftentimes get involved on projects where they prevent the thing from seeing a more precipitous drop. The asset might, without the ISP being involved, if you went to a self perform and maybe the asset owner or operator doesn’t really have the resources or even care to invest in maintaining that asset, you’re going to see a precipitous drop off in performance.

Particularly after 10 years, again, a lot of that’s driven by production tax credit. But, we’re in a position now where independent service providers have taken over a lot of projects and helped sustain the, asset. And helped sustain the profitability of a lot of those assets by ensuring that, the thing keeps, the turbines keep spinning and the thing keeps producing revenue for the asset owner, even absent the production tax credit after the first 10 years of the life.

if you’re not going to repower, you need to talk to somebody competent and there’s plenty of folks out there who are, but you need to talk to somebody competent about. How to get involved in helping to, maintain your spare parts inventory. How to actually service the turbines, they’ve got experience in, the manufacturer says that you’ve got to do this, that, and the other once a year.

Well, based on experience, maybe we need to inspect, every six months or even more frequently for certain makes and models of products. This is that kind of knowledge base and experience base that a lot of companies have that they’re able to be to bring to the table, but they’ve got to be engaged.

One thing that the wind industry is, in addition to being young and, open to change, etc. We’re also very cost verse, unfortunately. And it’s because at the end of the day, you and I, as. electricity consumers don’t want to really pay more than what we already do. But it’s also a quality thing, you it’s you get what you pay for and just a little bit of investment in, whether it’s an ISP or whatever, any kind of maintenance is better than no maintenance. So you’ve got to make intelligent choices. And I think there’s plenty of good people out there that then that can help.

Allen Hall: Joel, I think, a lot has happened over the, even the last two months, right? You’ve taken a new position with us, which we are super thankful for. And, we have seen a market increase in sales and productivity on our side, just by having you join the company.

So we’re super thankful about that. And, we are, if everybody doesn’t know, I know we seem like a big conglomerate, but we’re just a handful of people, doing a lot of hard work day and night. And this podcast is one of those outlets where we get to talk about, show the ins and outs of that business and the ins and outs of the industry, right?

And I would say that, having Joel involved with us has been a real bonus for us. Having Phil join the podcast on a more regular basis has been a really good bonus because he is so insightful in all the things at Intelstor. And even though Rosemary is not here, at the moment, we like having Rosemary here.

She provides a lot of great engineering insight and opinion. Very opinionated, which I like. And she, but she’s super knowledgeable, right? And she keeps up on all the stuff that I don’t have the time to keep up on. Some of these crazy wind projects that are happening, or some of the solar things, or electrolyzers. And the hydrogen, and the green hydrogen, and blue hydrogen. Yeah, I think between the… and having Claire as our producer, why, that’s just a miracle, quite honestly. Between the five of us, we’ve been able to pull off this podcast. And I will say, Joel, and we have seen a rapid increase in the number of YouTube subscribers, we’re up to 275, 000 subscribers on YouTube for this crazy little podcast, and we’ve crossed 200,000 downloads on the audio platforms. The number of people listening every week has really gone up a lot since we hit the, the winds, conference tour this summer. Man, it’s just been explosive levels of growth. And really, I’m one person, I can’t do all this stuff. What makes this podcast interesting, in my opinion, is a variety of voices.

Everybody comes in with a certain expertise. But is willing to mix it up and to go at it about the subjects that matter. And that’s what makes us different. We’re not talking about policy. And Phil, we’re not talking about policy every week. I just don’t care what’s happening at some conference.

Where they’re all flying in on the Gulfstreams. That’s not my thing.

Philip Totaro: Allen, just ask me about the Jones Act, though. then I’ll really go off on it.

Allen Hall: So the, but the thing is, that we are able to talk about, hopefully, more sort of ground level issues. What is impacting technicians and engineers and operators and…

The OEMs and, talk about what is happening in the industry, not what’s happening at the government level. And hopefully that’s where the podcast will remain, over the next year. I’m expecting to see more growth and we’re going to be traveling a lot. Our, Joel, we’re going to so many places over the next couple of months.

it’s going to be astounding. I’m not going to be home for probably two or three months out of the year.

Joel Saxum: We’ll be talking about all that stuff on LinkedIn too. So if you’re wondering where we’re going to be or anything like that, or if you’re, you know what, if you’re, if you listen to the podcast and Hey, we’re going to go to Amsterdam and you think there’s something cool there that we should check out, drop us a note on LinkedIn, send us an email.

We put our contact information all over everything we do, so LinkedIn, the Weatherguard Lightning Tech website, which is weatherguardwind. com. We’re, contact us through there, uptime@wglightning.com. We’re always looking for feedback, from all these, from anybody that listens, hey, you guys said something wrong here. You said something right here. Phil is the best dressed on the show, whatever it may be. Send us some feedback, tell us what we’re doing well, tell us what we’re doing bad, or things that we should include, and chat about, that, that are, topics that the industry cares about. Topics that technicians care about. We want to, we do this podcast, not so much to, to be out there, but to provide a service for the industry, really.

Allen Hall: Yeah, we don’t like listening to our own voices. We want to hear your voice, through us. That’s what we want to do. and. to, to some discussion out there because it does move the industry forward. And we know that a lot of the companies we’ve had on the podcast have had a lot of feedback, that they’ve, brought in some new customers.

They’ve connected with people they haven’t been connected to before. That is the goal of the podcast. We don’t sell anything on this podcast. I guess we kind of market our Weather Guard products, but …

Joel Saxum: We gotta eat.

Allen Hall: Yeah, we gotta eat a little bit, right? Food is still important, but we’re, doing it as a service to the community.

And maybe at some point we, will start to advertise. Maybe we’ll get big enough we’re, you know that’ll happen, but that’s not today. And I do think, our, reach out into the world has been substantial. And I want to mention one more that comes to top of mind, PES Wind Magazine.

All right. So everybody at PES Wind has been kind enough to let us write an article for their quarterly magazine and to get that out into the world. So we have been doing that every quarter. And it’s been actually a tremendous amount of work goes into those, articles. PES Wind, I appreciate everything they’ve done for us over the last several months.

Hopefully we’ve garnered them some more eyeballs to the magazine. And we’ve, introduced a lot of people to some subjects in lightning they may not have heard of before, and they may be… Got a little bit out of it, right? But I will say, working with PES Wind, they are phenomenal to work with.

I’ve worked with other magazines in the past and it’s not been as smooth or as well done. And that crew worked really hard to produce that magazine. And I know if you’ve read it, you realize the effort that goes into it. So I do want to say a shout out to them and appreciate the partnership we’ve had with them over the last several months. It’s, I think it’s been tremendous.

Joel Saxum: So we’re nearing the end of the special Thanksgiving, US Thanksgiving. That’s maybe why Rosemary isn’t here. but this, end of the special episode of the Uptime Wind Energy Podcast. And again, we want to thank all of the listeners and the YouTube watchers and the, the people that are commenting on the LinkedIn posts. And, all the engagement from, those out there that we’re making the podcast for that you guys are listening, and sharing the feedback.

So thanks again, guys. We’ll be another year until we do an episode like this and, we hope you’re still listening at that point.

Uptime Wind Energy Podcast Thanksgiving Special: A Reflection on 2023

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

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

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

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

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

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

Saw some cool factories. What all happened?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Technology.

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

Allen H: all built in country

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

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

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

Allen H: shop

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

And now it looks fantastic for the state of Massachusetts

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

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

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

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

It’s, it’s not that big of a deal.

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

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

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

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

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

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

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

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

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

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

Right? So

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

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

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Yolanda Padron: you millions.

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

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

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

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

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

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

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

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

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

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

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

Allen H: Oh, maybe that’s it.

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

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

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

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

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

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

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

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

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

Rosemary Barnes: I, I would be highly surprised.

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

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

Allen H: Sounds like pirate bounty in a sense.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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America Is a Gun

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

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

America Is a Gun

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