US Offshore Wind Offensive & Industry Impact
Allen and Joel discuss the aggressive actions by the Trump administration against offshore wind projects. They also consider the broader implications for the wind industry, exploring onshore impacts, geopolitical maneuvers, and strategies for companies to adapt and prepare for future challenges. Register for the next SkySpecs webinar!
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You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here’s your hosts, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes.
Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Joel Saxum, who’s up in Wisconsin.
Joel, you’ve had some really cold weather up there the last couple of days. It’s still September. Doesn’t really make sense, Alan. I dunno. It’s, it’s
Joel Saxum: September, well, beginning of September and this morning when I let the dog out at 5:20 AM whatever time she decided to wake me up, it was 36 degrees here.
That’s way too cold. Um, I knew, I, I, I went up here to escape a little bit of heat from in Texas, but I did not look to Frost advisories and like sweatshirts and vests and boots. Um, but that’s what’s happening. Yeah. Even, uh. Even a [00:01:00] few red leaves floating around on the lawn up here. So, uh, yeah, winter or fall is coming.
That means, you know what fall coming means is blade season for repairs in the northern hemispheres slowing down or shutting down shortly. So we’re gonna get to hear what happened. Maybe a postmortem, hopefully on the, the blade repair season in North America.
Allen Hall: Yeah, it’s been busy from what I could tell.
And plus there’s a lot of construction going on. New insights. There’s, uh, all kinds of turbines being planted right now. We’re gonna be working through the end of the year easily, if the weather will support it. Very active time at the moment. And speaking of active time, this is our second take of this podcast, uh, just because so much has happened since we recorded last evening.
Uh, Joel and I thought we ought to take another try or attempt at this. Try to give you the, the most updated information. Not to say it’s not gonna change over the next couple of hours after we finish this podcast, but, uh, the Trump administration [00:02:00] has launched its most aggressive attack on America’s offshore wind industry.
Uh, the federal government is now working to withdraw permits for New England Wind one and two off the coast of Massachusetts. These projects are valued at roughly $14.6 billion by Bloomberg, NEF, and we power more than 900,000 homes. Uh, but the, the issue really is why are they being shut down? Nobody really knows.
Uh, and there’s a lot of conjecture about it. And Joel, you and I were just talking before we recorded here. It may have something to do with Denmark.
Joel Saxum: Yeah, I think you wanna believe that. Smoother minds will prevail that, uh, logic and pragmatism is a part of government. But what it really seems is there’s, there’s favoritism and there’s egos and there’s feelings driving some of these, these decisions.
Right? Today we just heard or [00:03:00] just read that the, the Danish government is in California signing a policy agreement for collaboration with Gavin Newsom and the, the administration out there. We’ve, and, and this is like on, this is on top of, uh, Trump’s rhetoric around, or the Trump administration’s rhetoric around we would like Greenland.
And this day, Danish fight and all these different things happen in between the two organizations or the two countries there. So it’s just kind of like posturing and, and we’re back and forth and Sted is the big Danish company, right? So now Sted is feeling a little bit of. Pain from the Trump administration.
So the people who are close to Orid, IE, the Danish government come back and poke the bear on the side a little bit more. Um, so it just seems like there’s a lot of, a lot of egos and things going on, and, and that’s why it’s hard to make sense out of, right? So like, why is this happening? There’s no real reasons that we’re being told as the general public, right?
Like there’s this [00:04:00] veiled kind of, oh, there might be a national security thing here. Why we would cancel these projects. But at the end of the day, like this is kind, it’s unprecedented. I mean, there’s billions and billions of dollars sunk into these projects. And what’s the recourse, like if they get canceled?
That or Ted and or their partners are just. Out. Like, how can you cancel a project in an offshore, uh, capacity that’s 80% complete? Doesn’t make sense,
Allen Hall: right? So Revolution wind was shut down a, a week or two ago at this point, and uh, that happened immediately after Denmark, the prime Minister of Denmark and the delegation from Denmark met with Gavin Newsom, the governor of California, and then.
Boom. Revolution wind is shut down. And now New England Wind one and two, which is an avan grid project, are in the same boat. So basically, uh, it triggered a series of events, or at least it appears that way at the moment. It appears to have triggered a number of events. And this also includes, uh, [00:05:00] withdrawing about $679 million in federal funding from.
12 infrastructure projects that are supporting offshore wind development. The single largest loss is Humboldt Bay, offshore wind in Northern California. Again, another Gavin Newsom thing, which is gonna lose $427 million in federal support, and in Norfolk, Virginia, the Fairwinds landing facility. Uh, supporting Dominion’s Coastal Virginia Offshore Wind Project lost, uh, $39 million.
Uh, so now the administration has threatened or blocked about eight gigawatts of offshore wind capacity, which is a tremendous number of homes that we would’ve powered. This is starting to get to a little bit, uh. Unsettling. So the, the news out of the New York Times last night as we’re recording this, said I think six administration departments have been asked to go find ways [00:06:00] to threaten or stop offshore wind That’s been headed up by President Trump’s chief of staff.
So it’s all the way to the top, Joel. It just feels like this is personal for some reason, and I don’t know how it got to this level. But it is becoming a little more irrational, uh, than it was maybe even six weeks ago. And I know Phil was really upset about it six weeks ago. And I genuinely agree. Like some of the comments coming outta the administration are on.
I, I would, I would say they were bonkers, maybe is the right term, just being polite, but unfounded maybe is a really good term. Uh, and, and now it’s like really escalated.
Joel Saxum: I think that the general public, and so there’s a way, a couple ways to look at it. In my mind, I’m looking, is the hydrocarbon lobby this strong?
Right? I know they’re strong, right? I’m in X oil and gas guy. I lived in Houston, energy, capital world, all these things and was a part of that, [00:07:00] uh, infrastructure for a long time. So I know the things that they can get done if they want to get done. Are they strong enough to turn the tides of an entire, basically like.
Western Hemisphere’s energy production. ’cause that’s what it’s looking like, right? Like the changes that they’re so extreme here have waterfall and cascading effects to all of the other economies around us. You’re seeing investment possibly pouring into Canada offshore wind there. So that’s changing their economy.
Changing our economy. Um, you’ll, you’ll see these things that. They’re not just going to affect here in the us they’re that these moves will affect globally. And you’ve, you’ve seen it, um, being pushed over to like these trade groups, going to from the us, going to the uk, going to Europe, you know, stop building wind, stop building wind.
You need LNG. So you can hear this undertone of hydrocarbon industry, LNG, oil and gas drill, baby drill, getting pushed. Is that. Is that lobby so strong that they’ve changed this? I don’t know if that’s the case. I know that’s part of [00:08:00] it, but it does feel like it’s this ego thing, right? Because you have this engagement of every, every, like you said, all of these different departments within the federal government, they’re being told, do this, do this, do this.
And again, I I want to say this to the, the general public. If you don’t know these things, like, so transportation Secretary Sean Duffy, he’s the head of basically the federal DOT. The federal DOT is in charge of ports, so whenever you would go onto a port facility, you need what’s called a TWIC card transportation Worker identification card, and that’s a background check on you to make sure that you’re okay with the national interests to enter these facilities.
Those ports are exactly where we will be operating offshore wind out of. They’re the same places where we bring in goods and services from other countries and do trade deals and all these different things. It’s the working part of our um, economy. For the maritime side of it, right? So because the federal government has control of these, they can do what they want at these port facilities, regardless of [00:09:00] state wants.
So that’s where you see. You have already heard in the news President Trump and Gavin Newsom, man, not the best of friends, right? So it’s California and and federal thing not going so well. So what is, what, what does the administration do then? Direct the transportation secretary to go pull funding from the ports in California.
That will directly affect the local economies, the jobs that offshore wind build out and up. Some of these projects that are already ongoing, they’ve already done things like there’s already, there’s already shovels moving dirt on some of those sites. So. You see this power that they have and that, that they’re moving and grooving to, to be able to basically put a stranglehold on offshore wind in the United States.
It’s, it is I the term you used Alan Unnerving. I know a couple months ago when some of this stuff started to roll out, we were like, ah, nothing’s really gonna happen. You know, stay the course. Everything’s cool, but it’s starting to get. Some big time things happening, right? There’s gonna be some lawsuits flying around here.[00:10:00]
Allen Hall: Well, yeah. And today, lawsuits really started flying. We figured at some 0.1 of the developers was gonna file a lawsuit or the states were going to file a lawsuit. And all of the above has just happened. So Rhode Island in Connecticut, uh, and project. Developer Orid for and Sky borne renewables are going to challenge the Trump administration’s halt of the Revolution Wind Project.
Now there’s a lot going on behind the scenes, so you’re just hearing dribs and drabs at this point. But basically the, the lawsuit says there’s process violations. Now those sound arcane, like, oh, it’s a process violation. No big deal. Well, it is a big deal because there’s so much money behind it, and it affects so many, so many jobs.
There’s thousands of jobs, and in this particular case, uh, with Revolution Wind and with Empire Wind, the rationale for why they shut those projects off was not [00:11:00] defined. And, and. The press went to go find the exact reason, uh, that a Freedom of Information Act and got the document, but everything was redacted on the Empire Wind side, so they couldn’t even tell.
And my guess is that Orid is still waiting to hear the real issue. Like is there a, a, a legal issue that was a rationale for BOEM to shut off Revolution wind? And I think the answer is probably no. It’s more like it’s a national interest. Problem. We have defense problems with these wind turbines being in the water.
That is usually not enough to trigger a stoppage. So unless somebody pushes back, the Trump administration can continue to do this. I, my guess is that the, the States knowing that, and a lot of those people have worked in Washington, DC and they all have. Good attorneys, particularly up in the northeast’s.
A lot of attorneys in the Northeast are easily gonna [00:12:00] file, uh, some sort of lawsuit, getting the administration to stop. Now, Joel, I think the question is, what happens next? Will the administration stop and try to negotiate some deal, or will it just get more combative? We’re both, sorry. Just start throwing rocks at each other.
You’ve,
Joel Saxum: you’ve pinpointed the two things, right? And. One problem I see there is if a deal isn’t struck, this is Trump 1 0 1, the art of the deal, right? This is what he is been doing to other countries, you know, come in strong arm and then go, oh, you don’t like that. Uh, let’s negotiate something. Maybe we get something that we want.
You’re like, come in with a high price, even though you know you want this one and you can settle for that. That’s probably what’s going to happen. Now, if, and, and that’s in my opinion, right? But if that doesn’t, the trouble here is that we’re now tied up in a legal process. Legal processes can drag and drag and drag and drag forever, right?
So you drag this out long enough where the pain gets to be so heavy [00:13:00]that eventually people have to cut their losses and or, you know, eat, eat some of the costs here or something has to happen and in a negative way. The trouble with that is either, either of these outcomes, to be honest with you, what we have done is made investing in the United States risky.
By having a situation where you can’t, as an outside investor, you can’t count on things, right? It would just be like if you were, if you were gonna buy a new car and all of a sudden the, you’ve got, you were basically taking ownership of the car and then they changed the terms of the loan or told you you couldn’t drive it, you know, only but Tuesday nights or something of that sort like this, I, I don’t want that anymore.
You know, I’m not gonna invest in that. Um, so. There isn’t a really, I guess, in my opinion, what’s happening here. I’m hoping for the best. Right? But the what looks like the writing on the wall is like, it’s just not a good outcome. Um, for offshore wind in the United States,
Allen Hall: I think the, [00:14:00] the banter that’s going back and forth is the Keystone XL Pipeline was shut down and just outta the blue l and g porch roll shut down, like immediately, boom, there’s an order.
Everything stops. So now it’s retribution. It’s it’s payback time. We’re going to flex the other way and watch what we can do with our pen and our phone. Like, okay. Both sides need to stop this nonsense because 330 million Americans are caught in the middle and cutting electricity. Off in some sense. I mean, reducing the supply of electricity, which is what is about to happen, uh, is gonna be a huge problem.
And I, I don’t know if anybody is paying attention to the political ramifications to this every, not that I trust analysts, honestly, I do a lot of the homework myself, but analysts are predicting that electricity prices are going to bump up and not in small amounts. It’ll be very noticeable. It’s one thing about [00:15:00]Americans.
They know what the price of gas is, they know what the price of electricity is, uh, and they know the price of eggs and milking, right? Those are bread or the, or the key consumer items. If any of those start to fluctuate on any. Grand scale more than a couple percentage points, there’s hell to pay as a politician.
And I’m just curious as to what Congress is thinking right now. Like, how long is this gonna go on before there’s retribution, payback from my constituents? Do I lose my seat? Maybe they’re willing to do that, but I, it doesn’t seem like anybody’s, uh, upset about it, right. Yet.
Joel Saxum: You’ve already seen posturing on that exact topic, though you’ve already seen.
Ke senior level, uh, people in the administration say, oh, prices are gonna go up and we’re gonna get blamed for it even though it was the last administration’s fault. That makes no, that makes you see that. Like that’s what’s happening right now. But that doesn’t make sense. Because when you look at, it’s this, these are simple, [00:16:00] simple economics.
This is economics 1 0 1, supply and demand, right? You’re cutting. Supply and demand is increasing. We know this one to 3%. I think last year the number was 2.5%, which was like a, which is a record since. Decades. Right. And that’s only gonna get more and more extreme as we start to build, uh, more of these AI data centers things that we as the consumers of the electricity are also the consumers of the AI data centers we’re driving that demand ourselves.
So like basically with we’re standing and, and digging dirt and then throwing it on our own sheet. Is what’s happening. And there is a mechanism to lift us out of this more generation on the grid, and that’s being canceled at the same time that we’re also shutting down coal plants and stuff. So we’re, we’re, we’re trying to decarbonize, we’re making moves away from this, but there’s just this, this simple equations, this is not PhD level stuff.
I can [00:17:00] do this in a bar napkin for you. Like we’re not, we’re, we’re not in a good place as far as energy generation goes. Um, and. The demand is so high that I think when we were talking about Phil last, and I just completely agree with him, uh, you’re gonna start to see more behind the grid projects popping up because the people with the deep pockets need this generation, need power generation, and they’re not gonna be stopped by some organization that has, you know, FERC or a NERC or someone like that, that they have to answer to.
They want, if the business case makes sense to power these data centers. They’re gonna make power and they’re gonna make it happen. They’re just not gonna deal with the, the garbage going on. Politically. That’s, that’s my take. Now, you can’t do that in offshore wind, because that’s your federal government waters.
It’d be the same thing as if you were. Trying to do that on BLM, federal lands and the on onshore, you’re not gonna be able to do that, but if you can do it on private land, that’s gonna happen.
Allen Hall: Well, we come back from the break. I wanna talk about the onshore piece of this, because [00:18:00] I think the next phase of the Trump administration’s movements again to.
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Joel, last night we were talking about the impacts of the Trump administration’s move against offshore wind, but it also seems like there’s been action [00:19:00]taking. Uh, for onshore wind, including proximity to railroads, proximity to infrastructure, the Eagles
Joel Saxum: Migratory Bird Act.
Allen Hall: Yeah, the Migratory Bird Act. And there’s others.
I mean, I, I’m sure the administration is scouring the rule books and law books looking for other things to poke at. One of the things that has been discussed, uh, at least in the press in several different areas, is permits. For private land where wind or solar will be installed, what permits does the Fed have to issue for those projects?
Joel Saxum: Well, it all depends on what the interconnect is, right? So if I wanna put a wind turbine on the top of my house, I have to abide by FAA rules, right? So that, that’d have to be under 500 feet, ’cause 500 feet’s the limit there. Um. May, depending on my jurisdiction, right? If there’s rules in place, which here, there isn’t, but of course, like [00:20:00] in Texas and Iowa and places, there is, uh, setbacks from property lines, right?
In Texas, they tried to just pass a law that was 3000 foot setbacks to to wind turbines from a property line, which essentially makes you have to have like 6,000. 50 foot wide and piece of property to put one turbine in the middle, uh, which is ridiculous to have a piece of property over a mile across, uh, that didn’t pass either way.
But there’s certain rules of those types. Now, if you want to be behind the grid, you don’t have to ab, you don’t have to abide by all of the NERC rulings, the FERC rulings, the, you know, whatever your operator is, the miso, the ercot, the pjm. You don’t have to abide by that stuff if you’re behind the grid.
You just have to abide by a much simpler set of rules. Um, however, as this starts to take place, I could see some lawsuits popping up in certain jurisdictions about that as well. Um, and it’s those, it’s those, those lawsuits that are [00:21:00] like, uh, they’re really kind of complicated. It’s the, your, your messing up the value of my property because I have to look at your turbine.
Then the counter suing party comes back and says, well, this is. Eminent domain because it’s good for public use for the data center that it’s powering and these kind of things. That becomes a long, drawn out legal battle. I think it’ll be
Allen Hall: many years. And if the Trump administration defers and all that and says, oh, we agree with the plaintiff in the case, sure.
Right. And which which can happen. Right. And this is what’s happening. An offshore wind at the minute that, uh, any legal case brought against offshore wind, uh, against the federal government that the Trump administration saying, we surrender. You’re right. Sure. We’ll pull the permits to satisfy this lawsuit.
Joel Saxum: The trouble here, like right from the wind industry, IE us, our constituents, our friends, our colleagues, everybody around us. Why, what’s happening here? What, you know, like the Empire Wind thing that got [00:22:00] pulled, got reinstated without changes,
Allen Hall: no changes to the outcome of that project. Right. And there’s no layout changes.
There’s no cabling changes. At least from what we have seen, we haven’t seen any changes at all. Yeah. So what’s the
Joel Saxum: deal? Right? Like what’s, it’s just like, again, it’s this, it’s a, it’s a negotiation tool. It’s something, there’s something going on there that just doesn’t. It doesn’t make sense.
Allen Hall: It doesn’t extrude maximum pain when you have jack up vessels and several hundred people out on the water.
That’s a time where it hurts the most when you’re almost done, not permitted in making power, but just before then is the time of most pain because all the money has been pouring out and now you’re just adding fuel to the fire. Every day the jack up vessel sits there.
Joel Saxum: Well, I think there is a, there’s a nationalist play here too, because we discussed this a couple years ago, even, I think it was when, um, uh, when the New York fight happened, and then again when the California or the West Coast auctions happened, none of the companies that [00:23:00] won those auctions were US based companies because US based companies don’t have experience in developing offshore wind.
So they. Had to be a minority partner or something of that sort. So I think that that could be a part of the play too. Like, okay, we, we, we alluded to this possibility of, you know, the administration pulling one over on Denmark because of Ted. Uh, but now the one company that has a, uh, that is, uh, US owned, which is Dominion Energy, that has coastal Virginia offshore wind.
They’re under a microscope now. Oh, I would say so. Yeah. I almost guarantee it. I would say in the next few weeks they’ll have something pop. Well, we’re gonna hear something pop up about that wind farm where they’re pulling a permit or reviewing something or whatever, but they’re gonna, cause the administration’s gonna cause pain to them as
Allen Hall: well.
So what are we doing on onshore, Joel, and what are the companies that are involved in onshore wind? Of which there’s 75 ish thousand turbines in the US at the moment [00:24:00] and a lot of wind farms being built. Honestly, there are big, huge EPCs that are putting turbines up right now that have hundreds of millions of dollars invested in cranes and people and infrastructure and tools and all that.
And then you get down to the, the small companies like Weather Guard, honestly, you know, we’re probably as small as you can get in wind, quite honestly. Uh, and then there’s, you know, there’s everybody in the middle. Uh. ISPs, there’s all the technology companies, there’s all the tax advisors, all of the multiple levels of people, engineering companies that are all involved in win from beginning to end.
What are they gonna be doing? What is the plan of attack there? How do you address this kind of threat to the industry?
Joel Saxum: If you follow what the analysts say again, if you trust the analyst companies, if you trust these consultants that are saying they’re, they’re looking in crystal balls and predicting the future.[00:25:00]
What you see is a massive, we’re talking wind now, not all renewables. You see a massive slowdown in greenfield development in 28. We know that there’s gonna be a, a push. It’s big time right now. We’ve been on sites in the last month, right? Um, that they, it’s blowing and going. We got cranes everywhere. We got people everywhere.
EPCs are scrambling to get stuff done. Um, so that the industry’s moving fast, moving forward in an efficient and safe manner to get as many of these projects built as they can before these, uh, you know. Cliffs show up in front of us. So, but we, either way, we have this window where the EPC contractors, the, these feed study engineering companies, the environmental review companies, all of the people that are associated with Greenfield are gonna be super, super, super busy.
My advice to them would be, parlay all the profit you make right now, all the margin you’re scraping right now into o and M services, because you just don’t know. You [00:26:00] can’t. See the future of what it’s gonna look like beyond 27 into 28, 29, 30, 31, 3, 2, I would expect, uh, in my heart of hearts that we’re back up and running and building greenfield development shortly after this administration.
However, I can’t, nobody can guarantee that. So I would par if I was involved in as an EPC, as a TFA type, small ISP, that does the technical field advising for construction. I would use all of the might you have right now and all of the cash reserves you’re building to open up another silo, revenue silo of your business to do operations and maintenance, uh, because that will continue, right?
We’ve got 75,000 in change turbines in the ground, um, and by the end of the next year and a half, two years, that number will probably be 76, 70 7,000, maybe 78 if we’re lucky. Um, so those services are still gonna be needed. [00:27:00] I think that in the next year, because leading up to that, you’re going to see some market consolidation.
I believe that we’ll start to see some more m and a activity in wind, um, pushing from the big guys down. You’re gonna see the larger groups that are multifaceted already or are looking to be more multifaceted, grabbing the specialists, smaller companies. Grabbing blade company with 30 techs, that kind of stuff, right?
Or those kind of things are gonna, they’re gonna be up for sale. We’re gonna see some of that happening for sure. Um, you, we’ve already seen some of the operators start to size down their development groups. Um, repowers being accomplished project on the project management side by people who aren’t necessarily CapEx, project management type people, because these companies don’t wanna bring those new resources on.
They’re just like, you know what? We’ve got some repowers to get done. Let’s just get it done with the staff we have. Or hire a consultant to come in and help us with this because we don’t want to build, we don’t wanna [00:28:00] bolster and build this division of repowering and construction if we don’t know what the future looks like.
Um. This is more I’m, you know, speaking onshore here, right? Offshore wise, some people will, unfortunately, some people are gonna lose their jobs. We’ve seen that happen already. We’ve seen some, some massive amounts of layoffs in the offshore world. So it’s not awesome. But there is gonna be some long-term projects and some long-term things that will stay in place and those people will stay around.
Um, but either way, I would say onshore wise. Offshore gear up, and this is a global thing for me, but gear up for o and m As the fleet grows, it’s still gonna be ma
Allen Hall: need to be maintained. It’s important words of wisdom there. I think everybody needs to be looking at their books at the minute, understanding how their business is operating.
Where they can get a little bit leaner over the next few months and keep your ear to the ground. Uh, don’t assume all this is gonna get [00:29:00] washed under the rug and it’s all gonna go away in a couple months. I don’t think that’s gonna happen. It’s gonna be at least another 18 months of fun times like we’ve just had of, with the last six months, uh, where who knows what’s gonna happen.
But you’re right, Joel, I think the opportunity in. Uh, sites that are not connected to the grid, that are, you know, powering AI data centers all over the place. I think you’re gonna see activity there. Solar, wind, batteries, all the above. That’s cheap, quick to install and does the job or, or what’s gonna happen.
And that may change your business, may change your outlook, but I, I think you need to be watching for that closely. And then, like Joel said, expanding your horizons. Figure out where there’s other opportunities. We did
Joel Saxum: have,
Allen Hall: uh,
Joel Saxum: how share this with our listeners. I had a, uh, a large operator reach out to me just this week and [00:30:00] say, Hey, I know at Uptime, you know, we’ve, we’ve talked with you guys before.
We know you have a large network of people and you know, some of the innovative solutions that are out there. Some of the new technologies, some of the new even software solutions. We are in the process of basically doing a deep dive into what is out there in the wind world, what can help us save some money off, make our operations more efficient, uh, guarantee or increase uptime, like all of these little things, right?
Like the products, like the strike tapes of the world or, um, you know, we’ve been doing these webinars as Sky Spec, some of the software solutions they have. Um, that can, you know, monitor things, keep things healthier, uh, optimize your o and m strategy. And this was a company that was like, we have an initiative as a group, as an engineering team.
We need to go out to the market, find all of these solutions so that we can make our operations look better. As we go, and I think that that’s just the first of those phone calls we’re gonna get. [00:31:00] I think that, uh, that’s gonna become quite the trend here in the next year.
Allen Hall: Yeah, we’re connected. And I think maybe you don’t think a podcast is really connected to the underbelly of an industry, but we know where the technology exists because we’ve talked to them.
They may not even been on the show. Uh, but we have talked to them. Usually it’s hard for a good technology company to miss the Uptime Wind Energy Podcast. And Joel, you’re right, it has happened a couple of times, but I think it’s gonna happen more often. And it’s a, we’ve been offering that honestly, if you need to know where the technology is or where others have taken advantage of a technology.
Call us. We’d be glad to share that information with you. Give us your problem statement. Yeah. We’re trying to promote the industry. This is the whole reason this podcast exists, is to get the industry to connect to itself. It’s a global industry. There’s a lot of cool things happening all over the world.
We’re trying to [00:32:00] highlight them and bring them out because they’re hard to find. Quite honestly, Joel, you and I talk about this all the time, some of the coolest technologies. Don’t have the best website. So they don’t, you can’t find them on LinkedIn and it’s hard to search for them, and they don’t really show up in chat, GPT.
But once you’re on the podcast, they’re searchable. And now you can take a deep look and go, oh, there’s a couple of companies doing what I was looking for, and let me call ’em and let me talk to the person I saw on the podcast. That’s the way it’s done. And so if you talk to operators that have used the podcast properly, that’s what they do.
They’re connecting up and getting those answers faster. And getting to the right people in those companies immediately instead of trying to connect, connect, connect, spend months at this or taking hours minutes to do it. It’s a smart move. You’ve got questions about
Joel Saxum: anything? Uh, Joel, do saxon@wglightning.com Always happy to respond or shoot me a message on LinkedIn.
Um, ’cause a, a quick connection to something may ease a lot of pain. Um, and like [00:33:00] Alan said, this is, this, this, this is. This is why we do the podcast. We are, we’re fans of wind energy. We wanted to succeed, uh, and we are, uh, collectively. At least in the US under fire right now. So whatever we can do to help each other out, um, we’re here for
Allen Hall: that.
Wraps another episode outta the Uptime Wind Energy podcast. Thanks for joining us as we explore the latest in wind energy technology and industry insights. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode.
And if you found value in today’s conversation, please. Leave us a review. It really helps other wind energy professionals discover the [00:34:00] show.
https://weatherguardwind.com/us-offshore-wind/
Renewable Energy
Sunrez Prepreg Cuts Blade Repairs to Minutes
Weather Guard Lightning Tech

Sunrez Prepreg Cuts Blade Repairs to Minutes
Bret Tollgaard from Sunrez joins to discuss UV-curing prepreg that cuts blade repair time by up to 90% and has recently recieved OEM approval.
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!
Allen Hall: Brett, welcome back to the program.
Bret Tollgaard: Thanks for having me again.
Allen Hall: So a lot’s happening at sunrise at the moment. Uh, there’s, uh, activity with sunrise materials on a lot of blades this year.
Over the last couple of years actually, ISPs, operators, OEMs, are realizing that UV curing is a huge advantage.
Bret Tollgaard: Turns out there’s a lot of value added, uh, to the entire process when utilizing UV cure, uh, pre-req.
Allen Hall: So the, the pre pres are, have been available for a couple of years. The qualification though was always the concern.
Has the OEM qualified this material? Are they gonna give you the blessing? Does this show up in the manual? If I call the OEM, are they gonna say they have talked to you guys? A lot of those hurdles have been cleared at this point.
Bret Tollgaard: Yeah, great question. And we are happy to announce that we have finally been approved by a large OEM for use on the epoxy blade for now all general kind of repairs.
We have several more OEMs that have already passed their phase one mechanical testing, and we’re iterating through now [00:01:00] their, uh, secondary and tertiary kind of tests. And so we do expect to be fully qualified by several OEMs before the end of the year, which should make the ISPs integration and utilization of our materials much, much easier.
Allen Hall: So the, the, the problem you’re solving is repairs in the field for the most part, or sometimes in the factory. Mm-hmm. But a lot of times in the field that those repairs. It happened quite a bit. They’re the same repair, the same area, the same kind of thing over and over and over again. And wetting out fabric on site takes time.
Particularly if you’re using standard materials, you have to bag it. You have to apply heat in some cases to get it to kick, and then you have to wait several hours for it to cure. So in the repair cycle time, most of your time is waiting.
Bret Tollgaard: It sure is. Uh, and on top of all that, we all know that there aren’t enough technicians in this industry to even do all the repairs, uh, that would like to be done.
Yeah. And so to really kind of streamline all of that, [00:02:00] uh, we’ve rolled out a couple of new things and we’ve had a lot more interest in some pre consolidated preki patches for customers. Uh, if a particular blade model has an issue that is a standardized kind of repair. We’re actually now building custom prepregs, or we will build the appropriate width length, stack it, consolidate it, uh, wrap it between our films.
So then all the customer has to do when they get on site is, uh, you know, do do the appropriate surface prep. Scarfing, apply a little bit of our UV surface primer to the backside of that patch. But now they can go up tower, single peel, stick, roll out, and then they’re cured.
Allen Hall: And that’s a. How many hours of saving is that?
It’s gotta be like six, 12 hours of saving, of, of
Bret Tollgaard: labor. It’s upwards of 80 to 90% of the labor that’s gonna actually need to be done to apply that. Otherwise, and then same thing too. We’ve had a couple instances where we took a several day repair down to one, to two to three hours. And these are multi-meter long repairs that were fast tracked because we pre consolidated preki [00:03:00] everything.
Some were in flat sheet forms, some were much longer on rolls, where you’re actually then rolling out with a team. Um, and so we’ve been able to demonstrate several times, uh, over the last 12 months, uh, the, the value that a UV cure preprint.
Allen Hall: Well, sure, because that, that would make sense. The issue about wetting out fabric in the field you just done in the back of a trailer or something, somewhere like that.
Usually it is, it’s that you’re never really sure that you got the fabric wetted out. The experienced technicians always feel like, have done it enough that they get very consistent results. But as you mentioned, getting technicians is hard and, and there’s so many repairs to do. So you’re doing those wetting out composite things takes practice and skill.
Just buying it, preki it, where you have control over it. And you guys sell to the military all the time. So that, and you’re, are you ass 91 qualified yet? You’re in the midst of that?
Bret Tollgaard: So we, I mean, a, we just got ISO certified, uh, at the end of last year in December. So our [00:04:00] QMS system and everything like that’s up to date, that’s huge.
Another big qualification for the OEMs that want to see, you know, true quality and output.
Allen Hall: That’s it. I, if I’m gonna buy a preki patch, so, uh, uh, that would make sense to me, knowing that. There’s a lot of rigor as a quality system. So when I get out the the site and I open that package, I know what’s inside of it every single time.
Bret Tollgaard: Well, and that’s just it. And like we got qualified based on the materials that we can provide and the testing that’s being done in real world situations when you’re wetting out by hand and you’re vacuum backing and you’re trying to cure. It is a little bit of an art form when you’re doing that. It is, and you might think you have a great laminate, you got void content, or you haven’t properly went out that glass ’cause humidity or the way the glass was stored or it was exposed.
The sizing and the resin don’t really bite. Well. You might think you have a great repair, but you might be prematurely failing as well after X cycles and fatigue. Uh, simply because it’s not as easy to, to truly do. Right? And so having the [00:05:00] pre-wet, uh, pre impregnated glass really goes a long way for the quality, uh, and the consistency from repair to repair.
Allen Hall: Well, even just the length of the season to do repairs is a huge issue. I, I know I’ve had some discussions this week about opening the season up a little bit, and some of the ISPs have said, Hey, we we’re pretty much working year round at this point. We’re, we’ll go to California. We’ll go to Southern Texas.
We’ll work those situations. ’cause the weather’s decent, but with the sunrise material, the temperature doesn’t matter.
Bret Tollgaard: Correct. And I was actually just speaking to someone maybe half hour ago who came by and was talking about repairs that they had to do in Vermont, uh, in December. They could only do two layers of an epoxy repair at a time because of the amount of the temperature.
Allen Hall: Yeah.
Bret Tollgaard: Whereas you could go through, apply a six or an eight layer pre-reg cure it in 20 minutes. Uh, you know, throughout that entire length that he had and you would’ve been done. That’s, and so it took several days to do a single repair that could have been done in sub one hour with our material.
Allen Hall: I know where those wind turbines are.
[00:06:00] They weren’t very far from, we used to live, so I understand that temperature, once you hit about November up in Vermont, it’s over for a lot of, uh, standard epoxy materials and cures, it is just not warm enough.
Bret Tollgaard: Yeah, we, we’ve literally had repairs done with our materials at negative 20 Fahrenheit. That were supposed to be temporary repairs.
They were installed four or five years ago. Uh, and they’re still active, perfectly done patches that haven’t needed to be replaced yet. So,
Allen Hall: so, because the magic ingredient is you’re adding UV to a, a chemistry where the UV kicks it off. Correct. Basically, so you’re, it’s not activated until it’s hit with uv.
You hit it with uv that starts a chemical process, but it doesn’t rely on external heat. To cure
Bret Tollgaard: exactly. It, it is a true single component system, whether it’s in the liquid pre preg, the thickened, uh, the thickened putties that we sell, or even the hand lamination and effusion resin. It’s doped with a, a variety of different food initiators and packages based on the type of light that’s [00:07:00] being, uh, used to, to cure it.
But it will truly stay dormant until it’s exposed to UV light. And so we’ve been able to formulate systems over the last 40 years of our company’s history that provide an incredibly long shelf life. Don’t prematurely gel, don’t prematurely, uh, you know, erode in the packaging, all those
Allen Hall: things.
Bret Tollgaard: Exactly.
Like we’ve been at this for a really long time. We’ve been able to do literally decades of r and d to develop out systems. Uh, and that’s why we’ve been able to come to this market with some materials that truly just haven’t been able to be seen, uh, delivered and installed and cured the way that we can do it.
Allen Hall: Well, I think that’s a huge thing, the, the shelf life.
Bret Tollgaard: Mm-hmm.
Allen Hall: You talk to a lot of. Operators, ISPs that buy materials that do have an expiration date or they gotta keep in a freezer and all those little handling things.
Bret Tollgaard: Yep.
Allen Hall: Sunrise gets rid of all of that. And because how many times have you heard of an is SP saying, oh, we had a throwaway material at the end of the season because it expired.
Bret Tollgaard: Oh, tremendously
Allen Hall: amount of, hundred of thousands of dollars of material, [00:08:00]
Bret Tollgaard: and I would probably even argue, say, millions of dollars over the course of the year gets, gets thrown out simply because of the expiration date. Um, we are so confident in our materials. Uh, and the distributors and stuff that we use, we can also recertify material now, most of the time it’s gonna get consumed within 12 months Sure.
Going into this kind of industry.
Allen Hall: Yeah.
Bret Tollgaard: Um, but there have been several times where we’ve actually had some of that material sent back to us. We’ll test and analyze it, make sure it’s curing the way it is, give it another six months shelf, uh, service life.
Allen Hall: Sure.
Bret Tollgaard: Um, and so you’re good to go on that front
Allen Hall: too.
Yeah. So if you make the spend to, to move to sun, you have time to use it.
Bret Tollgaard: Yes.
Allen Hall: So if it snows early or whatever’s going on at that site where you can’t get access anymore, you just wait till the spring comes and you’re still good with the same material. You don’t have to re-buy it.
Bret Tollgaard: Exactly. And with no special storage requirements, like you mentioned, no frozen oven or frozen freezer, excuse me, uh, or certain temperature windows that has to be stored in, uh, it allows the operators and the technicians, you know, a lot more latitude of how things actually get
Allen Hall: done.
And, and so if. When we [00:09:00] think about UV materials, the, the questions always pop up, like, how thick of a laminate can you do and still illuminate with the UV light? And make sure you curate I I, because you’re showing some samples here. These are,
Bret Tollgaard: yeah.
Allen Hall: Quarter inch or more,
Bret Tollgaard: correct. So
Allen Hall: thick samples. How did you cure these?
Bret Tollgaard: So that was cured with the lamp that we’ve got right here, which are standard issued light, sold a couple hundred into this space already. Um, that’s 10 layers of a thousand GSM unidirectional fiber. Whoa. This other one is, uh, 10 layers of, of a biox. 800 fiber.
Allen Hall: Okay.
Bret Tollgaard: Uh, those were cured in six minutes. So you can Six
Allen Hall: minutes.
Bret Tollgaard: Six minutes.
Allen Hall: What would it take to do this in a standard epoxy form?
Bret Tollgaard: Oh, hours,
Allen Hall: eight hours maybe?
Bret Tollgaard: Yeah. About for, for the, for the post cure required to get the TGS that they need in the wind space, right? Absolutely. And so yeah, we can do that in true minutes. And it’s pre impregnated. You simply cut it to shape and you’re ready to rock.
Allen Hall: And it looks great when you’re done, mean the, the surface finish is really good. I know sometimes with the epoxies, particularly if they get ’em wetted out, it doesn’t. It [00:10:00] doesn’t have that kind of like finished look to it.
Bret Tollgaard: Exactly. And the way that we provide, uh, for our standard, uh, you know, pre pprs are in between films and so if you cure with that film, you get a nice, clean, glossy surface tack free.
But as more and more people go to the pre consolidation method down tower, so even if they buy our standard prereg sheets or rolls, they’re preki down tower, you can also then just apply a pre, uh, a peel ply to that top film. Oh, sure. So if you wet out a peel ply and then you build your laminate over the top.
Put the primer and the black film over when they actually get that up on tower, they can then just remove that fuel ply and go straight to Sandy or uh, uh, painting and they’re ready to rock.
Allen Hall: Wow. Okay. That’s, that’s impressive. If you think about the thousands and thousands of hours you’ll save in a season.
Where you could be fixing another blade, but you’re just waiting for the res, the cure,
Bret Tollgaard: and that’s just it. When you’re saving the amount of labor and the amount of time, and it’s not just one technician, it’s their entire team that is saving that time. Sure. And can move on to the next [00:11:00] repair and the next process.
Allen Hall: So one of the questions I get asked all the time, like, okay, great, this UV material sounds like space, age stuff. It must cost a fortune. And the answer is no. It doesn’t cost a fortune. It’s very price competitive.
Bret Tollgaard: It, it really is. And it might be slightly more expensive cost per square foot versus you doing it with glass and resin, but you’re paying for that labor to wait for that thing to cure.
And so you’re still saving 20, 30, 40 plus percent per repair. When you can do it as quickly as we can do it.
Allen Hall: So for ISPs that are out doing blade repairs, you’re actually making more money.
Bret Tollgaard: You are making more money, you are saving more money. That same group and band of technicians you have are doing more repairs in a faster amount of time.
So as you are charging per repair, per blade, per turbine, whatever that might be, uh, you’re walking away with more money and you can still pass that on to the owner operators, uh, by getting their turbines up and spinning and making them more money.
Allen Hall: Right. And that’s what happens now. You see in today’s world, companies ISPs that are proposing [00:12:00] using UV materials versus standard resin systems, the standard residence systems are losing because how much extra time they’re, they’re paying for the technicians to be on site.
Bret Tollgaard: Correct.
Allen Hall: So the, the industry has to move if you wanna be. Competitive at all. As an ISP, you’re gonna have to move to UV materials. You better be calling suns
Bret Tollgaard: very quickly. Well, especially as this last winter has come through, the windows that you have before, bad weather comes in on any given day, ebbs and flows and changes.
But when you can get up, finish a repair, get it spinning, you might finish that work 2, 3, 4 later, uh, days later. But that turbine’s now been spinning for several days, generating money. Uh, and then you can come back up and paint and do whatever kind of cosmetic work over the top of that patch is required.
Allen Hall: So what are the extra tools I need to use Sunz in the kits. Do I need a light?
Bret Tollgaard: Not a whole lot. You’re gonna need yourself a light. Okay. You’re gonna need yourself a standard three to six inch, uh, bubble buster roller to actually compact and consolidate. Sure. Uh, that’s really all you need. There’s no vacuum lights.
And you sell the lights. We do, we, [00:13:00] we sell the lights. Um, our distributors also sell the lights, fiberglass and comp one. Uh, so they’re sourced and available, uh, okay. Domestically, but we sell worldwide too. And so, uh, we can handle you wherever you are in the world that you wanna start using uv, uh, materials.
And yeah, we have some standardized, uh, glass, but at the same time, we can pre-reg up to a 50 inch wide roll. Okay, so then it really becomes the limiting factor of how wide, how heavy, uh, of a lamette does a, a technician in the field want to handle?
Allen Hall: Yeah, sure. Okay. In terms of safety, with UV light, you’re gonna be wearing UV glasses,
Bret Tollgaard: some standard safety glasses that are tinted for UV protection.
So they’ll
Allen Hall: look yellow,
Bret Tollgaard: they’ll look a little yellow. They’ve got the shaded gray ones. Sunglasses, honestly do the same.
Allen Hall: Yeah.
Bret Tollgaard: But with a traditional PPE, the technicians would be wearing a tower anyways. Safety glasses, a pair of gloves. You’re good to go. If you’re doing confined space, work on the inside of a, a, a blade, uh, the biggest value now to this generation of material that are getting qualified.
No VOC non [00:14:00] flammable, uh, no haps. And so it’s a much safer material to actually use in those confined spaces as well as
Allen Hall: well ship
Bret Tollgaard: as well as ship it ships unregulated and so you can ship it. Next day air, which a lot of these customers always end. They do. I know that.
Allen Hall: Yeah.
Bret Tollgaard: Um, so next day air, uh, you know, there’s no extra hazmat or dangerous goods shipping for there.
Uh, and same thing with storage conditions. You don’t need a, a flammable cabinet to actually store the material in.
Allen Hall: Yeah.
Bret Tollgaard: Um, so it really opens you up for a lot more opportunities.
Allen Hall: I just solves all kinds of problems.
Bret Tollgaard: It, it really does. And that’s the big value that, you know, the UV materials can provide.
Allen Hall: So. I see the putty material and it comes in these little tubes, squeeze tubes. What are these putties used for?
Bret Tollgaard: So right now, the, the existing putty is really just the same exact thickened, uh, resin that’s in the pre-print.
Allen Hall: Okay.
Bret Tollgaard: And it’s worked well. It’s, it’s nice we’re kind of filling some cracks and some faring, some edges and stuff if things need to be feathered in.
But we’ve [00:15:00] been working on this year that we’ll be rolling out very, very soon is a new structural putty. Okay. So we’ll actually have milled fibers in there and components that will make it a much more robust system. And so we’ve been getting more inquiries of, particularly for leading edge rehabilitation.
Where Cat three, cat four, even cat five kind of damage, you need to start filling and profiling before any kind of over laminates can really be done properly. And so we’re working on, uh, rolling that out here very, very soon. Um, and so that will, I think, solve a couple of needs, um, for the wind market. Uh, and then in addition to some new products that we’re rolling out, uh, is gonna be the LEP system that we’re been working on.
Uh, the rain erosion testing showed some pretty good results. But we’re buying some new equipment to make a truly void free, air free system that we’re gonna it, uh, probably submit end of April, beginning of May for the next round, that we expect to have some very, very good, uh, duration and weather ability with,
Allen Hall: because it’s all about speed,
Bret Tollgaard: it’s durability.
Allen Hall: All about e
Bret Tollgaard: Exactly. And ease of use by someone in the [00:16:00] field. Yeah. Or OEMs on, you know, in the manufacturing plant. Um, there has yet, in my opinion, to be a true winner in the LEP space. That is just the right answer. And so by applying our materials with the really high abrasion resistance that we expect this to have and be as simple to do as it really appeal, stick and cure, um, we think it’s gonna be a bit of a game changer in this industry.
Allen Hall: Well, all the sunrise materials, once they’re cured, are sandal
Bret Tollgaard: correct.
Allen Hall: And I think that’s one of the things about some of the other systems, I always worry about them like, alright, they can do the work today, but tomorrow I have to come back and touch it again. Do I have a problem? Well, and the sun rests stuff is at least my playing around with it has been really easy to use.
It’s, it’s. Uh, things that I had seen maybe 20 years ago in the aerospace market that have they thought about using the material not only [00:17:00] in the factory, but outside the factory. How easy is it to adapt to, how easy to, to paint, to all those little nuances that come up? When you’re out working in the field and trying to do some very difficult work, uh, the sunroom material is ready to go, easy to use and checks all the boxes, all those little nuances, like it’s cold outside, it’s wet outside.
Uh, it’s, it’s hot outside, right? It’s all those things that, that stop ISPs or OEMs from being super efficient. All those parameters start to get washed away. That’s the game changer and the price point is right. How do. People get a hold of you and learn about the sun rose material. Maybe they, you can buy through fiberglass or through composite one.
Mm-hmm. That’s an easy way to do, just get to play with some samples. But when they want to get into some quantity work, they got a lot of blade repair. They know what they’re doing this summer or out in the fall or this winter come wintertime. How do they get [00:18:00] started? What do they do?
Bret Tollgaard: Well, one of the first things to do is they can reach us through our website.
Um, we’re developing a larger and larger library now for how to videos and install procedures, um, generating SOPs that are, you know, semi, uh, industry specific. But at the same time too, it’s a relatively blanket peel and stick patch, whether it’s a wind turbine blade, a corroded tank, or a pressure pipe. Um, and so yeah, www.suns.com Okay, is gonna be a great way to do it.
Uh, we’re actively building more videos to put on, uh, our YouTube channel as well. Um, and so that’s kind of gonna be the best way to reach out, uh, for us. One of the big things that we’re also pushing for, for 26 is to truly get people, uh, in this, in industry, specifically trained and comfortable using the products.
At the end of the day, it’s a composite, it’s a pre impregnated sheet. It’s not difficult, but there are some tips and tricks that really make the, the use case. Uh, the install process a lot easier.
Allen Hall: Sure.
Bret Tollgaard: Uh, and so just making sure that people are, are caught up on the latest and greatest on the training techniques will [00:19:00] go a long way too.
Allen Hall: Yeah. It’s only as good as the technician that applies it
Bret Tollgaard: e Exactly.
Allen Hall: Yeah. That’s great. Uh, it’s great all the things you guys are doing, you’re really changing the industry. In a positive way, making repairs faster, uh, more efficient, getting those turbines running. It’s always sad when you see turbines down with something that I know you guys could fix with sun.
Uh, but it does happen, so I, I need the ISPs to reach out and start calling Sun and getting in place because the OEMs are blessing your material. ISPs that are using it are winning contracts. It’s time to make the phone call to Sun Rez. Go to the website, check out all the details there. If you wanna play with your material, get ahold of fiberglass or composite one just.
Order it overnight. It’ll come overnight and you can play with it. And, and once you, once you realize what that material is, you’ll want to call Brett and get started.
Bret Tollgaard: A hundred percent appreciate the time.
Allen Hall: Yeah. Thanks Brett, for being on the podcast. I, I love talking to you guys because you have such cool material.
Bret Tollgaard: Yeah, no, we’re looking, uh, forward to continuing to innovate, uh, really make this, uh, material [00:20:00] splash in this industry.
Renewable Energy
Infringing on the Rights of Others
I agree with what Ricky Gervais says here; I would only add that there are dozens of ways religion impinges on others.
In my view, the most common is that it impedes our implementing science in things like climate change mitigation. If you believe, as is explicit in the Book of Genesis, that “only God can destroy the Earth,” you have a good excuse to ignore the entirety of climate science.
Renewable Energy
Could You Be Paid to Sew Disinformation into Our Society?
99% of this totally incorrect.
But hey, who cares, right? There’s a huge market for disinformation, and I’m sure you were handsomely paid.
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