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US Pushes LNG, Denmark Offshore Permits
This week we discuss the Danish government’s permit extensions for two offshore wind farms, the U.S. Senate’s new renewable energy bill, the Belgian government’s halted wind farm tender, and the complexities of laying seabed cables for wind farms.
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You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here’s your hosts, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.
Allen Hall 2025: Well welcome back to Uptime Wind Energy Podcast.
I have Rosemary Barnes down in Canberra Australia. Phil’s in California, and evidently he lives next door to Prince Harry and Meghan Markle and I, I had no idea, Phil, like you’re that close to royalty.
Phil Totaro: I’m not. You’re
Allen Hall 2025: making that up. Joel’s up in Wisconsin somewhere in the northern wilds of Wisconsin. Next to a cheese factory, and here I sit in Charlotte, North Carolina.
If we’ve been paying attention or if you’ve been paying attention to the news over the last, uh, 48 hours in America has been complete chaos as we are recording this and the US Senate has [00:01:00] passed a bill regarding renewable energy and it’s back to the house. Supposedly this is all gonna get signed off by the 4th of July.
So we’re recording it. Today is July 2nd. Um. So by the time you hear this, something may or may not have happened, and we’re trying to keep abreast of the latest, but I think there’s some other news going on around the world. And, uh, one of the stories we found interesting was the Danish Offshore, uh, agency Energy Agency has approved permit extensions for two of Denmark’s oldest offshore wind farms, which marks a major milestone for.
Wind energy longevity. The middle Gruden and Newstead offshore wind farms have received permission to operate for an additional 25 years and 10 years respectively. That is massive extension. Uh, the middle Gruden facility, which is built in 2001, has about 20 turbines and about 40 megawatts of capacity, and it’s owned by a community cooperative.
[00:02:00] And the Danes being on top of all these things, uh, allowed the extension after doing an engineering analysis showing that the infrastructure has more life. This is unusual. Is this just a artifact of early designs being overly conservative? And these wind farms can practically live forever? I think so. I, uh,
Joel Saxum: I like it.
Alright. I wish that all these wind turbines are built this way because it’s then you can get more longevity of, I think now of course when everybody has a repower now or tries to extend life, they’re trying to really do it. So they’re trying to, if we’re gonna put money, we’ll try to, you know, up the kilowatt, we’ll try to up the capacity, well then the foundations don’t hold and these kind of things.
So it’s kind of like if you look at, um. I’m up here in northern Wisconsin, not too far from my house. There’s a bridge that was built by the CCC, uh, the civilian Conservation Corps in like the, um, at the Great Depression. So like in the 1930s, late, [00:03:00] late 1920s. And that bridge is fine. Like it’s golden. It’s still good, right?
But it was overbuilt, super built to be heavy duty construction. And there’s another bridge just down the road from that same one over the same river that was done in the seventies that needs a complete replacement. Because it was done, it was done with like, you know, di different design functions, not as robust.
And, and it’s kind of like, oh, some of this first generation of older stuff is overbuilt, is toughly built. It’s the same thing. We talk about shorter blades, like a, you know, a V 47 or a GE one X, like those blades just last and, but you don’t see it as much anymore. So I, I, I’m happy to see this. I think it’s cool, uh, to see these things getting basically refurbished and.
Gonna have a life extension.
Allen Hall 2025: I don’t even know what the refurbishment process or the extension process looks like. Rosemary on something that is that old that’s made out of fiberglass and resin. How do you even evaluate something like that?
Rosemary Barnes: Well, what they [00:04:00] do is they, um, if, if you wanna do it properly, then you go back to the original, um, blade design files, um, and you basically, you rerun it, you can, and so you get a different result for two reasons.
Or two possible reasons. One could be that it didn’t see as hard of a life as what they designed for. So, um, you know, you can rerun with the actual loads that it saw if you have those available. And then the second thing is that, you know, these wind farms came on around the turn of the millennium, right?
Um, and so we’ve learned a lot, especially about, um, um, like how strong materials actually are. There are still gonna be some, some, you know, defects in some blades. That will see them fail before others. So you, you know, the blades are getting older. I would expect they will see more, more failures, but, um, there’s a lot better ways that you can monitor that sort of thing.
Now, you don’t just have to wait for a, a blade to break in half and fly off. Um, anymore. You can, uh, you know, install monitoring [00:05:00] stuff and, uh. Inspect them more frequently. You know, drone inspections are so much faster than, uh, if you would’ve had to get up on ropes and have a look at every, you know, square centimeter of blade surface.
So I think that there’s just, you know, that so many technologies have come so far since these, um, blades were designed, that there is a lot of scope to keep them going, if that makes sense. You know, a lot of times a turbine that was installed 25 years ago is gonna be tiny compared to today. So a lot of times people might not want to, um, they might wanna.
You put in new, new, bigger turbines instead.
Joel Saxum: Do you see, because, okay, so we talked about blades here for a second, right? But we have all kinds of rotating mechanical equipment, foundations, bolting all this. Do you see in my mind, in my mind, for something this old and wanting to extend that one, I see a massive NDT campaign.
I see checking bond lines on blades, looking at some metallurgical things, looking at some connection points offshore, looking at the foundations. I mean, of course you’re gonna do some seabed stuff, but that’s usually done in maintenance too. That’s a weird one there, because. [00:06:00] When you talk about maintenance, inspection, repair, and maintenance campaigns for offshore wind farms, there’s things that you don’t do onshore that you do complete offshore regularly, like scour inspections and some of the characterization site surveys, that stuff goes on regularly.
So that’s not something that you need to, oh, we gotta take this big campaign on. Should have regular every year bi-yearly data on that. So that’s cool, but I would see a big NNDT campaign in my mind. Um. I dunno. Maybe that’s Jeremy Hanks question.
Allen Hall 2025: Well, is this useful data that would help the industry just to know how these are performing?
Rosemary Barnes: I think it would be quite specific to the individual components. ’cause you, you know, if the wind farm had an initial life of what, 25 years, um, everything would’ve been designed to last 25 years. You don’t like, good engineering isn’t just making something as strong as you can because it’s gonna be much more expensive than it needed to be.
And what’s the point in having a. I don’t know, a tower that lasts for a a thousand years, but the blades only last for 30 years. There’s no, there’s no [00:07:00] point. Right. So, um, it would just be a matter of how, how excessively conservative the designers were in each case. It won’t be exactly the same for all of them.
I’m sure they’ll be exchanging many components probably. Um. Some components will just be preemptively, like we know that most of these are gonna fail, so we’re gonna do a site-wide, um, campaign to replace, you know, all these bearings or all these, you know, whatever component and then some other ones. It would be a matter of yeah, like waiting and seeing when they fail.
And I think that you’re right, Joel, that I. There’s so many good NDT technologies around now. Um, and, you know, predictive maintenance can, there’s a lot of sensors you can put in that will give you an early warning sign that things, you know, bearings don’t have a lot of life left in them or, or something like that.
And so then you can get really smart about your campaigns to, you know, keep it going.
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OG Ping has you covered The cutting edge sensors are easy to install, giving you the power to stop damage before it’s too late. Visit eLog ping.com and take control of your turbine’s health today. Belgium’s Federal government has unexpectedly halted the long plan tender for the Princess Elizabeth Offshore wind zone.
Just two months before bids were scheduled and the two gigawatt auction was set to launch in November, 2025. After four years of prep work and industry groups are calling the decision a violation of the coalition agreements and warn. It undermines investment certainty in Belgian offshore wind development.
Now, the, the Belgian government is saying that there’s a concern about the onshore grid readiness, uh, although there’s some dispute about that and that all they needed to do was wait a couple of months and it would’ve been fine. [00:09:00] What I’m wondering is there’s a lot of, uh, cancel projects happening. Over in Europe and the UK and this Belgium one, which has been going on for quite a while and has been sort of a point of pride for the last couple of years, all of a sudden seems to be on hold.
What is driving that?
Phil Totaro: Well, it’s, I mean, my, my best understanding of this is that they, there’s kind of a discussion as to what the function of these energy islands is gonna be and how much they’re really needing to invest in it. How much, uh. Are these going to be capable of serving as both service hubs and um, HVDC, uh, kind of collection points.
So there’s a camp in Europe that wants to do a significant amount to build out near term, uh, to be able to, you know, have the [00:10:00] capacity that we all talk about, both onshore and offshore. You know, if we have more transmission capacity, then we can add more. Um. You know, renewable energy, power generation, capacity whenever we want, uh, and, and need it to be able to meet demand.
Um, but they’re, I think, concerned at this point because of, you know, persistent high interest rates and inflation and things like that, which, you know, are gonna basically explode the project budget. So they wanna try to break it up into smaller phases that can be built in a more economically feasible way.
Allen Hall 2025: If the European Union has fines for not meeting commitments, they would get fined if they don’t. Get this project moving
Phil Totaro: theoretically, although that’s also always just a kind of an open thing. They, they can, you know, the, the current law says we’re gonna fine you, but if everyone kind of mutually agrees to forego the fine, then it’s just [00:11:00] kicking the can down the road.
Allen Hall 2025: Did you all see the wind Europe, uh, video today discussing the 20 30, 20 40, 20 50, uh, reaching. Essentially zero emissions are going back to 1990 emissions. And what is all involved with that? We’re mostly talking about heavy industry that is going to use a lot of electricity, it’s gonna switch off of gas, move to electricity, and it’s gonna take a little while to do that.
But it didn’t seem like there was any hesitation, at least from wind Europe, that it wasn’t going to happen. Obviously they’re a advocate for wind energy, uh, but it did. Seem in contrast to what we’ve been hearing in the United States. So it does seem like things are happening, at least at the top level politically in Europe, whereas in the United States, there seem to be somewhat on hold.
Why? I don’t think that’s an energy thing. I think
Joel Saxum: it’s a cultural
Allen Hall 2025: thing.
Joel Saxum: And if you look, if you look into [00:12:00] the E EU in general, they have more of a propensity to do things that are better for the whole and the group. Whereas in the US it’s more. Capitalism based, how can we make as much money as we can?
And capitalism based right now, natural gas is still cheap. If you can get a plant, if you can get electricity that way, you can get it. Whereas the EU will take more of a stance of doing things better for the long run. That’s my take on it.
Phil Totaro: They’ve been, you know, for the last three years, trying to put policies and mechanisms in place to be able to.
Have more domestic generation, um, for electricity and energy in general. Um, so, uh, this is part of why they’re trying to, um, you know, all motivate themselves collectively to move forward. But you’ve still got. Debates in some of the EU member countries like Germany right now with their offshore policy making, uh, France with onshore wind is still having an ongoing debate that’s holding up about $350 billion [00:13:00] worth of investment.
Uh, so. You know, it’s everybody’s moving as quickly as they can, but I think what’s also happening is everybody’s starting to recognize that, you know, if companies like RWE are pulling out of investing in the US at the moment, I. There’s money to be had and, you know, RW eor, um, you know, other companies that had originally intended to go build, you know, particularly offshore, but also some onshore and solar, uh, in the us if, if some of that money’s gonna be freed up, they wanna be able to capture it.
Allen Hall 2025: In the latest issue of PES Wind, which you can find online, just search for PES Wind using your Google engine. Uh, there’s a number of great articles and you, you need to go there and you need to download. This quarter’s, uh, magazine and, and Joel, there’s a, a really interesting article from, uh, go Be consultants about Seabeds and the cabling that happens on the seabeds and [00:14:00] all the difficulty of putting cables on the sea floor.
You always think I do as an electrical engineer. I’m like, it’s a cable. Just drop it on the sea floor and maybe put a couple of rocks on it to keep it from floating away. And you should be good. But it’s
Joel Saxum: a lot more difficult than that. There’s multiple phases of it too, right? So you have to do complete CED site characterization.
So you have to understand what the surface layout is. But then, okay, that surface layout, what is it composed of? Because some of this cable’s gonna sink into the silt, into the mud. Is there rocks down there? Is there rocks underneath the silt that when you lay it down, it could, could cut it? Is there currents where it’s gonna move it around?
Is that a problem? When people think, ah, it’s cable, they’ll just lay it on the sea floor. It’s not. It’s not simple. Um, and you with, I’m just, we’re just talking about site characterization. We haven’t talked about the actual operation of laying it or even loading it onshore and loading it offshore, because even at that level, a lot of damage to cables happens just during the manufacturing and loadout process.
Because it is so [00:15:00] difficult, uh, specialized vessels, specialized technicians, and people doing it, you pull on it too hard, it breaks, you push on it too hard, it breaks, you let it bend too much. It’s junk. It’s very, very, very difficult to lay cables correctly. And if you remember Alan, I think it was man, 2021, there was a, like a $1 billion, like a nine figure.
Insurance case about cable lay in the North Sea on the big wind farm.
Allen Hall 2025: Well, the article does say that 75% of cable problems are manmade phishing. Anchors and as we had seen was, was it late last year, a couple of anchor drops where their anchors were drug on purpose. There’s gonna be a lot more concern about that now and how those, uh, power cables are covered or buried.
I, I guess pretty much, uh, wasn’t the EU pushing to bury all the cables, particularly around the uk?
Joel Saxum: Yeah, there’s, there’s, I mean, there’s. It’s difficult in the UK too because there’s trenching [00:16:00] machines, right? So you have trenching machines that can trench things really easily into silt mud and that on those kind of loose sediments.
However, if you’ve ever been in some of these landing spots, like say like the Scottish Coast, like it’s all rock, right? So now you have a landing problem. You know, so you can, you can bury, you can cover with concrete mattresses, you can do rock bags, you can do all kinds of great stuff. You can also bury it a couple meters down with a trenching machine.
But then there’s the approaches and the, the current offshore that will unbury them and things. It’s very difficult to get it correct.
Allen Hall 2025: Yeah, it it, you need to go check out this article, but it, it lays out all the issues with protecting cables and you can see this and PES win to just go on to Google and look up ps win.com and read the article.
Very good and, and nice job by Goby by the way, uh, I didn’t know some of the things I’ve, I’ve learned a lot from Joel over the last year or two as he explains this to me very slowly. But this article was full of great details. As Wind Energy professionals staying informed is crucial, [00:17:00] and let’s face it difficult.
That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high quality content you need. Don’t miss out.
Visit PS wind.com today. So as we discussed at the beginning of the show, the US Senate has introduced legislation that could provide some, uh, support to the wind industry. So when the latest. Big Bill, what are we calling it? Joel? Big beautiful Bill. Uh, there’s a new provision which basically says if you get roughly 5% of the project cost, uh, started with in the ground or done some work, then the project qualifies for production tax credits that will create, I think, a demand for turbines to be delivered [00:18:00] soon.
And, uh, the, the folks at Sid Bank put out an article, it was late last week or over the weekend that basically said, Hey, Vestus may get a lot of orders from this, uh, because they, they’ll have a lot of demand to get projects in the ground in the United States. Does that make sense? You think Vestas is gonna be the big winner there?
Well, Sid Bank is a vest, is a Danish
Joel Saxum: bank, so that makes, that makes sense. But they have the pulse, they’re there. I I, I don’t know if Vestas is a big winner. I think that there’s gonna be, if this is by 2027, you gotta have a certain amount of thing done. No matter what part of the value chain that you show in the United States for new, new development construction, you’re gonna be busy.
Till 2027 if this, if this thing passes everything the way it should, because simply it’s, it’s like the old oil and gas leases where, uh, if we’re doing work, we still get to extend the lease. So they go, come and park a dozer on your property and all of a sudden your lease gets extended. Definitely. It’s the same concept, right?
If you go out there and you gotta, [00:19:00] if it’s gonna spend 5% of the project, well, let’s go build roads and pads, um, and, you know, deliver a turbine or two. And now we’ve paid for 5% and now that stuff may. Sit there for a little while, while they catch back up. And I think that you’re gonna have an accelerated timeline of things getting done here in the next few years.
Uh, if this passes in its current form, um, I, I would expect the house to change some of these things, but. I’m not a part of the House of Representatives, so,
Allen Hall 2025: well, they’re gonna have to come to agreement pretty quick. And I’m curious as to where this all ends up. I listening to all the discussions over the weekend and reading a number of articles and trying to figure out like, what’s this deal?
Just broaden the scope here for a moment. What’s the deal with all the tariff talks? What’s the deal with all the l and g petroleum push in America? What is happening with the national debt, which is a big discussion in the United States at the [00:20:00] minute, and the Federal deficit, which is what, 34 $5 trillion, where the GDP of the US is about 27 20 $8 trillion.
So the, the debt’s bigger than the national GDP. There does seem to be be a play going on in, I was listening to a podcast this morning from oil and gas. I tried to keep track of these things and they were just really upset with what happened in the Senate. Oh my gosh. We haven’t penalized solar and wind enough.
We need to put more taxation on them to, and it was crazy. It sounded crazy. The oil and gas folks that are pro oil and gas, yeah, they’re gonna do what they’re gonna do. But it does seem like there is a maybe some method to this madness in terms of. What is the United States trying to accomplish here with all the oil and gas talk?
Because it does seem like the tariff talks turn into why are you not buying American LNG? [00:21:00] That’s where it seems to be headed. Do you see that quite often, like the national debt and is the the way to get the economy rolling where there’s more revenue coming into the federal government is to just pump, pump, pump.
This is the Joel. This is also the discussion about Alaska opening up all the. Uh, oil and gas exploration in Alaska, all of a sudden you have to have a customer for this product. And how are they gonna do that? Unless they’re gonna force it through tariff. The tariff talks and all the economic exchanges are gonna happen over the next, supposedly the next couple of weeks.
Joel Saxum: There’s a lot of, like, there’s some facts and numbers here too. Like, uh, the last one I saw was since we started putting. Heavier tariffs, uh, on trading partners. That $121 billion in tariff revenues rolled into the states in the last two, four months. So that’s, that’s, that’s one number. Um, the gas thing is the idea that we can turn it on right now and we can make money on it.
Right [00:22:00] now, I understand that, uh, there’s a big project in Alaska being pitched to get LNG off the North slope because right now only crude pumps off the North Slope. Um, so there’s a big LNG project in the works to get to build a new basically taps line, which is like a, it’ll be a $10 billion project to build a pipeline again across Alaska these days.
Um, and, but another thing that I think that people don’t realize, and this is the, the I’m, you know, I’m an ex oil and gas cot. I still play in that world every once in a while, but when, when people start to fight about the. The tariffs back and forth. We haven’t penalized this and the subsidies and these kind of things.
It’s really quite silly to me because what we really need right now is an all of the above energy strategy. We need as much as, as much as we can that’ll help us fuel the ai, AI, arms, race, data center race, all of these things. We need power and, and when you talk subsidies and people get mad about PTC credits or the IRA credits, they fail to realize sometimes, and I’m not saying they as a person, just people in general [00:23:00] like.
Drilling for oil and gas has been subsidized in the United States since 1913, right? The, the intangible drilling costs deduction for drilling companies. Like we’ve been doing this same thing. That’s the, that is the equivalent of an ITC credit. You’re gonna investment, you’re gonna, you’re gonna, you’re gonna invest to get power, or you’re gonna invest to get hydrocarbons.
We’re gonna give you a tax break on it. Same thing. Um, so these, you know, you’ve had clean coal tax credits for the last 20 years. We, these things are. Out there, right? Modified accelerated cost recovery systems, the macros tax, that’s been since 1986. And that’s for any advanced gas play like, uh, that actually subsidizes fracking.
So these, the, the, the idea that you have different parts of the, basically energy supply chain attacking each other is. It’s silly to me.
Allen Hall 2025: I think it goes beyond that too, Joel, because the US uh, trade talks with the UK and with Australia, it sounds like, uh, the [00:24:00] US administration is telling, uh, countries that could be LNG offtake.
I. Countries to stop building wind. Why are you building wind? Have you, have you seen those articles, Joel? Like why is the US telling the uk, why are you building wind? You should stop building wind. Well, the reason you would want them to stop building wind is so they can buy l and g. That’s why you would do that.
So they become dependent. Dependent on us. Exactly. So you can sell this product because otherwise you don’t have a marketplace for it. So if. If the goal is to raise cash United States relatively quickly by pumping LNG and oil and whatever else, something you can export, that’s why you’d have to do it.
And you need to bring more money into the country than goes out Selling petroleum is a way to do that. You have to cut off all the renewables. You can’t have Australia run on solar if you wanna sell ‘
Joel Saxum: em some l and g. It’s a power play, right? Because I’ll take some words from my, my buddy Kevin Doffing over at Project Vanguard.
Energy Independence is national security, [00:25:00] right? So if we, if we start talking to the UK, to Australia and say, oh, don’t do wind, just buy gas from us. Well, if they did that, then they become dependent on us for their energy needs and therefore their national security needs. I, if I was there, my BI was there, I’d say, get outta my office.
I don’t wanna talk to
Allen Hall 2025: you. That’s the higher level discussion, which I don’t hear in the press at all. I mean, ’cause they’re not thinking at that level. They’re all arguing about what Elon Musk says, and we’re missing the bigger picture that I think the United States is really pushing LNG really pushing petroleum to try to bring more revenue to the United States to help the economy in the United States.
And it’s a quick bandage on what’s been happening over the last 15, 20 years. That’s where it’s headed and that all the trade discussions that are happening seem to be revolving around oil. ’cause that’s the fastest way you’re gonna be able to generate revenue from the United States perspective. Because you can turn it on like that.
You can turn it on. Right. So the drill, baby drill mantra, that’s been. [00:26:00]talked about for the last really two years, it’s gonna come into action. But the problem with that approach is that China’s gonna build more solar panels. China’s gonna build more wind turbines. The Europeans are gonna build more wind turbines, and they’re gonna use a lot more solar panels, and there may not be a market for that petroleum product.
So the administration of the United States has to, has to cut that off.
Joel Saxum: I’m going down a rabbit hole here. Spin up the US petroleum production capabilities, which you, we already have. We can do, we got drill, drill and rigs sitting by it’s turn taps on. Like you can make it move, but you’re gonna make it move based on price.
What is the thing that makes the price? What is the thing that makes the price go up if, if people aren’t buying or if
Allen Hall 2025: even if they are, I think what’s we’re gonna find out over the next probably six weeks, I think what’s gonna happen in some of these trade negotiations that that’s gonna be a pivotable element.
Of the discussions is gonna be the purchase of petroleum from the United [00:27:00] States. That’s why I think a lot of these negotiations have been so drawn out because the thing that a, that the administration wants to sell today is a product that Australia and a lot of countries don’t need, but they’re still going to buy some of it.
I, I guarantee you, Australia can get cheaper l and g from Qatar than they can can gain from us. Exactly. Isn’t that how you’re going to tell if that is the American play? If a country like Australia who should not be buying LNG from the United States starts buying LNG from the United States, that I think is the instantaneous tell that that is where the US is trying to go to help offset all the deficit and everything else that’s going on.
I don’t. I’m not in agreement with the plague, as I think that’s a play you could have made in 1980. I don’t think you can do it in 2025. I think it’s gonna be a much [00:28:00] harder to do because countries are more electrically independent than ever before.
Rosemary Barnes: Yeah. I mean, this, Australia’s got similar decisions to make and I’ve been beating my head against the wall for 20 years.
I’m like, you can’t just force the rest of the world to keep on buying our coal, that the energy transition is happening, or at least it will happen or not based on. Things that are well beyond our control. So, you know, for us to dig our heels in and be like, no, coal’s amazing forever. Like, that’s great. If you’re only using your own coal, you can make that decision.
But when most of the value of Australian coal is by, you know, comes from selling it, uh, to other countries, that’s, you know, they, we can’t force them to keep on buying it. Um, I think Australia is, uh, may maybe does understand that now. Um, I, I don’t see as much, um. Yeah, burying the head in the sand kind of business as usual is even a possibility.
I don’t see that so much anymore, but yeah, I do feel like this latest, um, yeah, play from the US is [00:29:00] maybe a bit like, like you said, from the, it’s from the 1980s. It’s,
Allen Hall 2025: it’s part of is happening, which it helps explain it. I think the problem I, I have is no one’s explaining what’s happening. So when you see these moves, you’re like, why?
Why are we talking to the UK about l and g? Why are we talking to other countries about l and g? Why are we telling them not to put wind in? Why are we trying to crush wind in the United States? Why are the oil and gas folks in the United States so insistent that we tear down the existing wind farms? I don’t disagree with
Phil Totaro: what you’re saying about a lot of this, the, the.
But this goes back to what I keep saying and everybody thinks that I’m some kind of China apologist because of it. And it’s like the whole reason that they’re able to gain prominence is exactly because of the fact that they’re going out there, they are filling the void, that the US is left with foreign aid, they’re going out there and filling the void that we’re leaving by, you know, trying to.[00:30:00]
The harder of a time we give all these other foreign countries, the more they’re gonna look to whatever alternative seems more viable. And if we keep running around, pissing everybody off, then they’re just gonna stop and, and start doing something that is more independent from us than it ever has been before.
Which ties back to what you just said about, uh, you know, every, if you look at everybody’s energy independence, it is increasing. Because they’re doing more to deploy, whether it’s renewable energy technologies or just more domestic consumption of, of resources, there is less and less of an energy trade imbalance than there ever has been in the history of the world.
And that’s only gonna continue. And at the end of the day, you’re, eh. You know, everybody’s going to have energy and electricity, self-sufficiency and independence, and if we don’t continue to do what we have done [00:31:00] as, as a country, then China is gonna dominate the, the, the world. So. You know, this is why I keep saying it’s a choice.
Like their government makes a choice to support their industry because they see this as the wave of the future, and they’ve made a choice. We are making a different choice, and I think it’s the wrong one.
Allen Hall 2025: I think this is only like for gonna last for a year or two. Like it. The economics will not play out in the way that the United States wants it.
Well, that’s gonna do for this week’s Uptime Wind Energy Podcast. Uh. Prince Harry and and Phil are gonna have a good time over the 4th of July, and we’ll see you here next week on the Uptime Wind Energy Podcast.
https://weatherguardwind.com/us-lng-denmark-offshore/
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The United States Run Amok
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“We live in a world … that is governed by strength … by force … and by power.” – Stephen Miller (see @ 5:55). For the record, that’s what Hitler said in 1939.
The United States has lost its place in this world. We’ve been taken over by a lunatic president and his “nazi” henchmen.
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Solar Compliance & Regulations Every Australian Business Must Know
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US Offshore Wind Halts, Japan Launches First Floating Farm
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US Offshore Wind Halts, Japan Launches First Floating Farm
Allen, Joel, Rosemary, and Yolanda discuss the ongoing federal halt on US offshore wind projects and mounting lawsuits from Equinor, Ørsted, and Dominion Energy. Plus Japan’s Goto floating wind farm begins commercial operation with eight Hitachi turbines on hybrid SPAR-type foundations, and Finnish investigators seize a vessel suspected of severing Baltic Sea cables.
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!
The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now your hosts, Allen Hall, Rosemary Barnes, Joel Saxum and Yolanda Padron. Welcome to the
Allen Hall: Uptime Wind Energy Podcast. I’m your host, Alan Hall. I’m here with Rosie Barnes, Joel Saxum, and Yolanda Padron.
Many things on the docket this week. The, the big one is the five US offshore wind projects that are facing cancellation after the federal halt. And on December 22nd, as we all know, the US Department of Interior ordered construction halted on every offshore wind project in American waters. Uh, the recent given and still given is national security.
Uh, developers see it way differently and they’ve been going to court to try to. Get this issue resolved. Ecuador, Ted and Dominion Energy have all filed lawsuits at this point. EOR says [00:01:00] a 90 day pause, which is what this is right now, will likely mean cancellation of their empire. Project Dominion is losing more than about $5 million a day, and everybody is watching to see what happens.
Orton’s also talking about taking some action here. Uh, there’s a, a lot of moving pieces. Essentially, as it stands right now, a lot of lawsuits, nothing happening in the water, and now talks mostly Ecuador of just completely canceling the project. That will have big implications to US. Electricity along the east coast,
Joel Saxum: right Joel?
Yeah. We need it. Right? So I, I hate to beat a dead horse here because we’ve been talking about this for so long. Um, but. We’ve got energy demand growth, right? We’re sitting at three to 5% year on year demand growth in the United States, uh, which is unprecedented. Since, since, and this is a crazy thing. Since air [00:02:00] conditioning was invented for residential homes, we have not had this much demand for electricity growth.
We’ve been pretty flat for the last 20 years. Uh, so we need it, right? We wanna be the AI data center superpower. We wanna do all this stuff. So we need electrons. Uh, these electrons are literally the quickest thing gonna be on the grid. Uh, up and down that whole eastern seaboard, which is a massive population center, a massive industrial and commercial center of the United States, and now we’re cutting the cord on ’em.
Uh, so it is going to drive prices up for all consumers. That is a reality, right? Um, so we, we hear campaign promises up and down the things about making life more affordable for the. Joe Schmo on the street. Um, this is gonna hurt that big time. We’re already seeing. I think it was, um, we, Alan, you and I talked with some people from PGM not too long ago, and they were saying 20 to 30% increases already early this year.
Allen Hall: Yeah. The, the increases in electricity rates are not being driven by [00:03:00] offshore wind. You see that in the press constantly or in commentary. The reason electricity rates are going up along the east coast is because they’re paying for. The early shutdown of cold fire generation, older generation, uh, petroleum based, uh, dirty, what I’ll call dirty electricity generation, they’re paying to shut those sites down early.
So that’s why your rates are going up. Putting offshore wind into the equation will help lower some of those costs, and onshore wind and solar will help lower those costs. But. The East Coast, especially the Northeast, doesn’t have a lot of that to speak of at the minute. So, uh, Joel, my question is right now, what do you think the likelihood is of the lawsuits that are being filed moving within the next 90 days?
Joel Saxum: I mean, it takes a long time to put anything through any kind of, um, judicial process in the United States, however. There’s enough money, power [00:04:00] in play here that what I see this as is just like the last time we saw an injunction happen like this is, it’s more of a posturing move. I have the power to do this, or we have the power to do this.
It’s, it’s, uh, the, it’s to get power. Over some kind of decision making process. So once, once people come to the table and start talking, I think these things will be let, let back loose. Uh, I don’t, I don’t think it will go all the way to, we need to have lawsuits and stuff. It’ll just be the threat of lawsuits.
There’ll be a little bit of arbitration. They’ll go back to work. Um, the problem that I see. One of the problems, I guess, is if we get to the point where people, companies start saying like, you know what, we can’t do this anymore. Like, we can’t keep having these breaks, these pauses, these, this, you know, if it’s 90 days at $5 million a day, I mean that’s 450 million bucks.
That’s crazy. But that nobody, nobody could absorb that.
Allen Hall: Will they leave the mono piles and transition pieces and some [00:05:00] towers just sitting in the water. That’s what
Joel Saxum: I was gonna say next is. What happens to all of the assets, all of the steel that’s in the water, all the, all the, if there’s cable, it lays if there’s been rock dumps or the companies liable to go pick them up.
I don’t know what the contracts look like, right? I don’t know what the Boem leases say. I don’t know about those kind of things, but most of that stuff is because they go back to the oil field side of things, right? You have a 20 year lease at the end of your 20 year lease. You gotta clean it up. So if you put the things in the water, do they have 20 years to leave ’em out there before they plan on how they’re gonna pull ’em out or they gotta pull ’em out now?
I don’t know.
Allen Hall: Would just bankrupt the LLCs that they formed to create these, uh, wind
Joel Saxum: farms. That’s how the oil field does it bankrupt. The LC move on. You’ve, you’ve more than likely paid a bond when you, you signed that lease and that, but that bond in like in a lot of. Things is not enough. Right. A bond to pull mono piles out would have to be, [00:06:00] I mean, you’re already at billions of dollars there, right?
So, and, and if you look again to the oil and gas world, which is our nearest mirror to what happens here, when you go and decommission an old oil platform in the Gulf of Mexico, you don’t pull the mono piles out. You go down to as close to the sea floor as you can get, and you just cut ’em off with a diamond saw.
So it’s just like a big clamp that goes around. It’s like a big band saw. And you cut the foundations off and then pull the steel back to shore, so that can be done. Um, it’s not cheap.
Allen Hall: You know what I would, what I would do is the model piles are in, the towers are up, and depending on what’s on top of them, whether it’s in the cell or whatever, I would sure as hell put the red flashing lights on top and I would turn those things on and let ’em run just so everybody along the East coast would know that there could be power coming out of these things.
But there’s not. So if you’re gonna look at their red flashy lights, you might as well get some, uh, megawatts out of them. That’s what I would do.
Joel Saxum: You’d have to wonder if the contracts, what, what, what it says in the contracts about. [00:07:00] Uh, utilization of this stuff, right? So if there’s something out there, does the FAA say, if you got a tower out there, it’s gotta have a light on it anyways.
Allen Hall: It has to or a certain height. So where’s the power coming from? I don’t know. Solar panel. Solar panel. That’s what it have to be, right? Yeah. This is ridiculous. But this is the world we live in today.
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Allen Hall: the dominoes keep falling.
In American offshore wind, last year it was construction halts this year, contract delays. Massachusetts has pushed back the signing of two offshore wind agreements that were supposed to be done. Months ago, ocean Winds and Berroa won their bids in September of 2024. The paperwork is still unsigned more than a year later, a year and a half later.
State officials blame Federal uncertainty. Uh, the new target is June and offshore wind for these delays are really becoming a huge problem, especially if you don’t have an offtake agreements signed, Joel.
Joel Saxum: I don’t see how the, I mean, again, I’m not sitting in those rooms. I’m not a fly on the wall there, but I don’t see how you can have something sitting out there for, it’s just say September 24.
Yeah. Yeah. You’re at 18 months now, right? 17, 18 months without an agreement signed. Why is, why is Massachusetts doing this? What’s, what’s the, what’s the thing there? I mean, you’re an, [00:09:00] you are, uh, an ex Massachusetts, Massachusetts, Ian, is that what it’s called?
Allen Hall: Yeah. I, I think they would like to be able to change the pricing for the offtake is most likely what is happening as, uh, the Trump administration changes the agreements or trying to change the agreements, uh, the price can go up or down.
So maybe the thing to do is to not sign it and wait this out to see what the courts say. Maybe something will happen in your favor. That’s a real shame. Right. Uh, there’s thousands of employees that have been sidelined. Uh, the last number I saw was around 4,000. That seems on the low end.
Joel Saxum: Yeah. I think about, um, the, the vessels too.
Like you’re the, like the Eco Edison that was just built last year. I think it’s upwards of 500 million bucks or something to build that thing down in Louisiana, being sent up there. And you have all these other specialized, uh, vessels coming over from Europe to do all this construction. Um, you know. Of course if they’re coming over from Europe, those are being hot bunked and being paid standby rates, which [00:10:00] is crazy ’cause the standby rates are insane.
Uh, ’cause you still gotta run fuel, you still gotta keep the thing running. You still gotta cook food. You still have all those things that have to happen on that offshore vessel. Uh, but they’re just gonna be sitting out there on DP doing nothing.
Yolanda Padron: You have the vessels, you have people’s jobs. You have.
Regular people who are unrelated to energy at all suffering because of their prices going up for energy and just their cost of living overall going up. All because they don’t look pretty.
Joel Saxum: Yeah. The entire, that entire supply chain is suffering. I mean, Yolanda, you’re, you, you used to work with a company involved in offshore wind.
How many people have, um, you know, have we seen across LinkedIn losing their jobs? Hey, we’re pivoting away from this. I gotta go find something else. And with that. In the United States, if you’re not from the States, you don’t know this, but there’s not that much wind, onshore wind on the East coast. So many of those families had to relocate out there, uproot your family, go out to Massachusetts, New Jersey, [00:11:00] Virginia, wherever, put roots back down and now you’re what?
What happens? You gotta move back.
Yolanda Padron: Good luck to you. Especially, I mean, you know, it’s, it’s a lot of projects, right? So it’s not like you can just move on to the next wind farm. It’s a really unfortunate situation.
Allen Hall: Well, for years the promise of floating wind turbines has dangled just out of reach and the technology works, and the engineers have been saying for quite a while.
We just needed someone to prove it at scale. Well, Japan just did the go-to floating wind farm began commercial operation this past week. Eight turbines on hybrid spar foundations anchored in water is too deep for anything fixed. Bottom, uh, it’s the first. Wind farm of his kind in Japan and signals to the rest of Asia that floating wind is possible.
Now, uh, Rosemary, their turbines that are being used are Hitachi turbines, 2.1 megawatt machines. I don’t know a lot about this hybrid spark [00:12:00] type floater technology, which looks to be relatively new in terms of application. Is this gonna open up a large part of the Japanese shoreline to offshore wind?
Rosemary Barnes: Yeah, I mean, at the first glance it’s like two megawatt turbine turbines. That’s micro, even for onshore these days, that’s a really small turbine. Um, and for offshore, you know, usually when you hear about offshore announcements, it’s like 20 megawatt, 40 megawatt monstrosities. However, I, I think that if you just look at the size of it, then it really underestimates the significance of it, especially for Japan.
Because they, one, don’t have a lot of great space to put turbines on shore or solar power on shore. Um, and two, they don’t have any, any good, um, locations for fixed bottom offshore. So this is not like this floating offshore wind farm. It’s not competing against many onshore um, options at all. For Japan, it’s competing against energy imports.
I’m really happy to see [00:13:00] a proper wind farm. Um, in Japan and they’ll learn a lot from this. And I hope that it goes smoothly and that, you know, the next one can be bigger and better. And then it’s also, you know, Japan traditionally has been a really great manufacturing country and not so much with wind energy, but this could be their chance.
If they’re the country that’s really on scale developing the floating offshore industry, they will necessarily, you know, like just naturally as a byproduct of that, they’re gonna develop manufacturing, at least supporting manufacturing and probably. Some major components and then bring down the cost. You know, the more that, um, these early projects might start out expensive, but get cheaper, fast.
That’s how we hope it’ll go. And then they’ll push out into other areas that could benefit from offshore wind, but um, not at the cost. Somewhere like California, you know, they have the ability to have onshore wind. They’d really like some offshore wind, some floating offshore wind. But it is a hard sell there at the moment because it is so much more expensive.
But if it gets cheaper because, you know, projects like [00:14:00] this help push the price down, then I think it will open things up a lot. So yeah, I am, I’m quite excited to see this project.
Allen Hall: Will it get cheaper at the two to six megawatt range instead of the 15 to 20 megawatt range?
Joel Saxum: That’s what I was gonna comment on.
Like there’s, there’s a, there’s a key here that the general public misses. For a floating offshore wind farm. So if you’re gonna do this cost effectively, that’s why they did it with the 2.1 megawatts ones because with a, with the spar product that they’re using basically. And, and I was sourcing this off at my desk, so here you go,
Rosemary Barnes: Joel.
We need a closed caption version for those listening on the podcast and not watching on YouTube. Joel’s holding like a foam, a foam model of a wind turbine. Looks like it’s got a stubby, stubby holder on the bottom.
Joel Saxum: This is. Turbine. Steel. Steel to a transition piece and then concrete, right? So this is basically a concrete tube like, um, with, with, uh, structural members on the inside of it.
And you can float this thing or you can drag these, you can float ’em key side and then drag ’em out, and [00:15:00] then it just fill ’em halfway or three quarters away with ballast sea seawater. So you just open a valve, fill the thing up to three quarters of the way with seawater, and it sinks it down into the water a little bit.
Water level sits about. Right at the transition piece and then it’s stable. And that’s a hybrid. Spar product is very simple. So to make this a easy demonstrate project, keyside facility is the key, is the big thing. So your Keyside facility, and you need a deep water keyside facility to make this easy. So if you go up to Alan, like you said, a two to six, to eight to 10 to 15 megawatt machine.
You may have to go and take, you may have to barge the spars out and then dump ’em off the spar and then bring the turbines out and put ’em on. That’s not ideal. Right? But if you can do this all keyside, if you can have a crane on shore and you can float the spars and then put the, build the whole turbine, and then drag that out as it sits, that’s a huge cost reduction in the installation operations.
So it, it’s all about how big is the subsea portion of the spar? How? How deep is your [00:16:00] deep water keyside port? To make it efficient to build. Right. So they’re looking at 10 gigawatts of floating offshore wind by 2030. Now it’s 2026. That’s only four years away, so 10 gigawatts. You’re gonna have to scale up the size of the turbines.
It’ll be interesting how they do it, right? Because to me, flipping spars off of a barge is not that hard. That’s how jackets and spars have been installed in the past. Um, for, um, many industries, construction industries, whether it’s oil and gas or just maritime, construction can be done. Not a problem. Um, it’s just not as efficient.
So we’ll see what, we’ll see what they do.
Allen Hall: You would need 5,000 turbines at two megawatts to get to 10 gigawatts, 5,000 turbines. They make 5,000 cars in a day. The, the Japanese manufacturing is really efficient. I wouldn’t put anything by the Japanese capabilities there.
Joel Saxum: The problem with that is the cost of the, the inter array cables and [00:17:00] export cables for 5,000 turbines is extreme.
Allen Hall: We also know that. Some of the best technology has come out of Japan for the last 50 years, and then maybe there’s a solution to it. I, I’m really curious to see where this goes, because it’s a Hitachi turbine. It’s a 2.1 megawatt turbine, as Rosemary’s pointed out. That’s really old technology, but it is inexpensive to manufacture and easy to move around.
Has benefits.
Rosemary Barnes: Yeah. It also means like they, they’re not gonna be surprised with like, you know, all of. When you make a 20 megawatt offshore wind turbine, you’re not only in the offshore environment, you’re also dealing with, you know, all your blade issues from a blade that long and 2.1 megawatt turbine has blades of the size that, you know, just so mature, reliable, robust.
They can at least rule those headaches out of their, um, you know, out of their. Development phase and focus on the, the new stuff.
Joel Saxum: Does anybody know who [00:18:00] makes blades for Hitachi?
Allen Hall: Rosie? Was it lm? I, I, I know we have on a number of Hitachi turbines over time, but I don’t know who makes the blades.
Rosemary Barnes: Yeah, I don’t know.
But I mean, also it’s like, um, it doesn’t mean that they’re locked into 2.1 megawatts for forever, right? So, um, if the economics suggest that it is be beneficial to scale up. Presumably there will be a lot that they have learned from the smaller scale that will be de-risking the, the bigger ones as well.
So, you know, um, it’s, there’s advantages to doing it both ways. It’s probably a slower, more steady progress from starting small and incrementally increasing compared to the, you know, like big, um, fail fast kind of, um, approach where you just do a big, big, huge turbine and just find out everything wrong with it all at once.
Um, but. You know, pros and cons to both.
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The Baltic Sea has become a chessboard under sea. Cables carry data. Pipelines carry energy as we’ve all seen and someone keeps cutting them. Finnish investigators are now saying a cargo ship dragged its anchor [00:20:00] across the seabed for tens of kilometers before severing a telecommunications cable. On New Year’s Eve, special forces seize the vessel.
Four crew members are detained, but the questions still remain. Who or what is trying to cut cables and pipelines at the bottom of the Baltic Sea.
Joel Saxum: It’s not accidents like it happened on New Year’s Eve and it was, and you drug an anchor for tens of kilometers. That’s on purpose. There’s, there’s no way that this is someone, oh, we forgot to pull the anchor up.
You know how much more throttle you have to put on one of these? Have you seen an anchor for an offshore vessel? They’re the size of a fricking house,
Allen Hall: so they’re investigating it right now. And four, the 14 crew members are under detention. Travel restrictions, we’ll see how long that lasts. Crew includes nationals from of all places, Russia, Georgia, Kazakhstan, and Azerbaijan.
So there is a, a Russian element to this. [00:21:00] I don’t know if you were all watching, I don’t know, a week or two ago when there’s a YouTube video from and oral, which makes undersea. Equipment and defense, uh, related, uh, products. And Palmer Lucky who runs that company basically said, there are microphones all over the bottom of the ocean, all around the world.
Everything is monitored. There’s no way you can drag an anchor for a kilometer without somebody knowing. So I’m a little surprised this took so long to grab hold of, but. Maybe the New Year’s Eve, uh, was a good time to pick because everybody is kind of relaxed and not thinking about a ship, dragging an anchor and breaking telecommunication cables, wind turbines have to be really careful about this.
There, there have to be some sort of monitoring, installation sensors that are going on around the, all the wind power that exists up in that region and all [00:22:00] the way down in, in the North Sea. To prevent this from happening, the sabotage is ridiculous. At this point,
Joel Saxum: yeah. I mean, even, even with mattresses over the export cables, or the inter array cables or, or rock bags or rock dumps or, or burials, these anchors are big enough to, to cut those, to drag and cut ’em like it, it’s just a, it’s a reality.
It’s a risk. But someone needs to be monitoring these things closer if they’re not yet. ’cause you are a hundred percent correct. There’s, so, there’s, there’s private, there’s public sides of the acoustic monitoring, right? So like the United States military monitors, there’s, there’s acoustic monitoring all up and down.
I can’t actually never, I looked into it quite a while ago. There’s a name for the whole system. It’s called the blah, blah, blah, and it monitors our coastline. Like ev, there’s a sensor. Every man, it’s a couple miles. Like all, all around the EEZ of the United States. And that exists everywhere. So like you think like in international waters, guarantee that the United States has got microphones out listening to, [00:23:00] right.
So, but if you’re in the Baltic Sea, it’s a little bit different of an, of a confined space. But you have Estonia, Lithuania, Latvia, all along the southern and eastern coast and the, and Russia. And then you have the Fins, Swedes, Norwegian, Denmark, Germany. Everybody is Poland. Everybody’s monitoring that for sure.
It’s just like a postmortem investigation is, is doable.
Allen Hall: Yolanda, how are they gonna stop this? Should they board the ships, pull the people off and sink them? What is it gonna take for this to end?
Yolanda Padron: I don’t know. In the meantime, I think Joel has a movie going on in his head about how exactly he’s gonna portray this.
Um, yeah, it’s. I mean, I’d say better monitoring, but I, I’m not sure. I guess keep a closer eye on it next time. I mean, I really hope it’s, there’s not a next time, but there seems to be a pattern developing. Right.
Allen Hall: I forgot how many of those happened.
Joel Saxum: Yeah. The maritime, this is a, this is a tough reality about the maritime world.
[00:24:00] ’cause I, I’ve done some work done in Africa and down there it’s specifically the same thing. There’s say there’s a vessel. Okay, so a vessel is flagged from. S Cy Malta, a lot of vessels are flagged Malta or Cyprus, right? Because of the laws. The local laws there that Cyprus flagged vessel may be owned by a company based in, um, Bermuda that’s owned by a company based in Russia that’s owned by a company based in India.
All of these things are this way. There’s shell companies and hidden that you don’t know who owns vessels unless they’re even, even the specific ones. Like if you go to a Maersk vessel. And you’re like, oh, that’s Maersk, they’re Danish. Nope. That thing will be, that thing will be flagged somewhere else, hidden somewhere else.
And it’s all about what port you go to and how much taxes you can hide from, and you’ll never be able to chase down the actual parties that own these vessels and that are responsible you, you, it, it’s so [00:25:00] difficult. You’re literally just going to have to deal with the people on board, and you can try to chase the channels to who owns that boat, but you’ll never find them.
That’s the, that’s the trouble with it.
Allen Hall: It does seem like a Jean Claude Van Dam situation will need to happen pretty soon. Maybe as Steven Segal, something has to happen. It can’t continue to go on it over the next couple of months with as much attention as being paid to international waters and.
Everything that’s happening around the world, you’d think that, uh, ships Defense Department ships from Denmark, Finland, Germany. We will all be watching this really closely UK be watching this and trying to stop these things before they really even happened. Interesting times. That wraps up another episode of the Uptime Wind Energy Podcasts.
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. [00:26:00] 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, Yolanda and Joel.
I’m Alan Hall and we’ll catch you next week on the Uptime Wind Energy Podcast.
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