Weather Guard Lightning Tech

US Grid Strain, Possible Allete Sale
Allen discusses the strain on America’s largest power grid due to data center demand, Taiwan’s $3 billion wind farm project, the potential sale of Allete and new data center regulations in Ohio.
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!
America’s largest power grid is under serious strain. Data centers and AI chatbots are using electricity faster than new power plants can be built.
PJM Interconnection covers thirteen states from Illinois to Tennessee and Virginia to New Jersey. The company serves sixty seven million customers. This summer, electricity bills could jump more than twenty percent in some areas.
The region has the most data centers in the world. Pennsylvania Governor Josh Shapiro is threatening to pull his state out of the grid entirely. Recently, PJM’s CEO has announced he’s leaving and PJM Board members have been voted out.
PJM spokesman Jeffrey Shields says the problem is simple economics. “Prices will remain high as long as demand growth is outstripping supply. Right now, we need every megawatt we can get.”
The grid lost more than five point six gigawatts in the last decade. Old power plants shut down faster than new ones come online. Meanwhile, data center demand keeps growing. By twenty thirty, PJM expects thirty two gigawatts of increased demand. Almost all of that will come from data centers.
Ørsted has secured three billion dollars in financing for a major wind farm project in Taiwan.
The Greater Changhua Two project will supply clean energy to over one million households once it’s fully operational. The wind farm sits thirty to thirty seven miles off Taiwan’s coast.
Taiwan wants twenty percent of its electricity to come from renewable sources by twenty twenty five. This project is a critical step toward that goal.
Ørsted plans to sell part of its ownership stake after the project is completed. This strategy lets the company recycle money into new projects while keeping operational control.
Allete is one step closer to being sold. The Minnesota Department of Commerce has withdrawn its opposition to the six point two billion dollar deal.
Canada Pension Plan Investment Board and Global Infrastructure Partners want to buy the company. Allete runs Minnesota Power and Superior Water, Light and Power of Wisconsin.
The sale still needs approval from the Minnesota Public Utilities Commission. That’s the last hurdle before the deal can close.
The new owners have agreed to several customer protections. They’ll freeze rates for one year and reduce the company’s allowed profit margin. They’ve also promised fifty million dollars in additional clean energy investments.
AEP Ohio has won approval for new rules that protect customers from data center costs.
The Public Utilities Commission of Ohio approved the plan on July ninth. Large data centers will now have to pay for at least eighty five percent of the electricity they sign up for, even if they use less.
AEP Ohio President Marc Reitter says the rules align data center demand with infrastructure costs. “This infrastructure will support Ohio’s growing tech sector and help secure America’s data storage facilities here in the U.S.”
The requirements will last twelve years, including a four year ramp up period. Data center owners must also prove they’re financially able to meet their obligations.
RWE has extended CEO Markus Krebber’s contract until twenty thirty one. The early extension adds another five years to his current agreement.
Krebber has led the German energy company since twenty twenty one. He joined the company in twenty twelve and became an Executive Board member in twenty sixteen. The Supervisory Board praised his leadership during the energy crisis and his work positioning the company for future growth.
That’s this week’s top news stories, join us tomorrow for the Uptime Wind Energy podcast.
https://weatherguardwind.com/grid-strain-allete/
Renewable Energy
Storm Damages ENGIE Wind Farm, Mexico Plans 7 GW
Weather Guard Lightning Tech

Storm Damages ENGIE Wind Farm, Mexico Plans 7 GW
Allen covers a storm that damaged ENGIE’s South Dakota wind farm, Sumitomo exiting two Belgian offshore farms, Envision’s loss in Denmark, and Continental building its own wind farm.
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!
Happy Monday everyone.
Sometimes … Mother Nature reminds the wind industry who is really in charge. Late last month … hurricane-force winds ripped through Hyde County, South Dakota … tearing into the Triple H Wind Farm operated by French energy giant Engie. One hundred and thirty-one miles per hour … as strong as a Category Four hurricane. More than twenty of the site’s ninety-two turbines … damaged. The two-hundred-fifty-megawatt complex is out of service … and turbine supplier GE Vernova is on-site now … assessing the wreckage. No injuries … but the governor declared a state of emergency. The machines that harvest the wind … taken down by the wind itself.
Now … while one wind farm goes dark in the American plains … ownership is reshuffling across the North Sea. Japan’s Sumitomo Corporation has exited two Belgian offshore wind farms … selling its stakes to joint venture partner Jera Nex BP. That is the partnership between oil major BP and Japan’s largest power generator Jera. Jera Nex BP now has full ownership of the two-hundred-nineteen-megawatt Northwester 2 … and has raised its stake in the one-hundred-sixty-five-megawatt Nobelwind to eighty percent. Both farms operate out of Ostend, Belgium … and have been generating power since 2017 and 2020. Sumitomo walks away … Jera Nex BP doubles down.
Meanwhile … in Denmark … China’s Envision Group is seeing red for the first time in fifteen years. The company’s global innovation center in Silkeborg … a strategic research hub for wind turbine components and advanced manufacturing … posted a loss of just under one-point-three million Danish kroner. That is a swing of more than one hundred fifteen percent from last year’s profit. The culprit is not the technology … it is the currency. The U.S. dollar fell nearly twelve percent against the Danish krone in 2025 … and Envision’s books took the hit. Revenue also dropped eighteen percent … but management says the underlying operations remained stable. The machines still work … the math just changed.
And speaking of money flowing into wind … a Turkish energy company just tapped an unusual source. Aksa Enerji … the largest publicly listed independent power producer in Turkiye … has secured one hundred twenty-four million dollars in financing backed by China’s export credit agency Sinosure. The money will fund a one-hundred-megawatt wind-plus-storage project in the southern province of Mersin. This is the first renewable energy project in Turkiye to receive a license as a storage-integrated facility. Aksa now operates power plants across seven countries … with more than three gigawatts of total capacity. Chinese capital … backing Turkish wind … with battery storage baked in from day one.
Now … here is a story that might surprise you. Continental … the German tyre maker … yes … the tyre company … is building its own wind farm. Three Nordex turbines … each standing two hundred sixty-seven meters tall … right next to its tyre factory in Korbach, Germany. When they are online … those turbines and the factory’s existing solar panels will cover two-thirds of the plant’s electricity demand. Fifty-five gigawatt-hours a year … powering rubber mixing and extrusion lines … directly from the wind. Continental calls it a model for its production sites worldwide. Cheaper power … more predictable costs … and less exposure to volatile energy markets. The wind industry just gained a tyre company as a customer … and a competitor for electrons.
And finally … south of the border. Mexico has eight gigawatts of wind power installed today … more than thirty-three hundred turbines across sixteen states. But the next chapter is already being written. The government plans to add nearly seven gigawatts of new wind capacity this term … part of a broader push for thirty-two gigawatts of new generation overall. More than two gigawatts of wind projects are pending allocation right now … and the industry estimates this next wave could mobilize four to five billion dollars in investment … building thirteen to fourteen new wind farms before the decade is out. The final decisions come in October.
Here is what stands out this week. The wind industry is no longer just selling kilowatt-hours to utilities … it is selling energy independence directly to manufacturers … and that changes the customer base entirely. At the same time … capital for new wind projects is coming from places it never came from before … export credit agencies … cross-border joint ventures … and government allocation programs with billions on the line. The money is there … but so are the risks … currency swings … extreme weather … and the constant reshuffling of who owns what. For wind energy professionals … the takeaway is simple … the industry is growing … but the business model around it is getting more complex by the quarter.
The turbines keep turning.
And that’s the state of the wind industry for the 5th of July 2026. Join us for the Uptime Wind Energy podcast tomorrow.
https://weatherguardwind.com/engie-storm-mexico-gw/
Renewable Energy
How Trump Outwitted the Founding Fathers Will Be an Enduring Mystery
What Trump has done to this nation and how he accomplished it will be the subject of much discussion by historians for as long as human civilization exists on Earth.
Certainly, the Founding Fathers never imagined that Americans would elect such a manifestly terrible person, and that congress would be so feckless to keep him in power.
How Trump Outwitted the Founding Fathers Will Be an Enduring Mystery
Renewable Energy
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