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Vestas 7.2 MW Turbine, New Aerones Funding Round

The hosts discuss the recent $62 million funding round for Aerones, Siemens Energy’s call for increased offshore wind capacity in the UK, Canada’s push for offshore wind with Bill C-49, and the installation of Vestas’ 7.2 MW turbine in Germany. And the Coyote Wind Farm in Texas as the Wind Farm of the Week.

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

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: And welcome back to the Uptown Wind Energy Podcast.

I’m here with Rosemary Barnes, Joel Saxon, and Phil Ro. Uh, crazy week. Again, I don’t know how else to describe it. The, I was just telling our producer this morning that there’s so much news coming out where it seemed like to be a little bit of a lull after the US House bill, but it’s picked right back up again.

And one of the more exciting things that’s happened is A owns closed a $62 million series B. Uh, led by Activate Capital and S two G with, uh, revenue growing at Aeros by about 300% in 2024, and they are getting a lot of requests from [00:01:00] operators in the United States and elsewhere to fix their wind turbine blades.

They have been working pretty closely with GE Renova and NextEra. Over the last, what Joel say two years, maybe a little bit longer on a number of problems.

Joel Saxum: Yeah. A couple years they’ve been doing, uh, bespoke solutions for both of them. They’ve also been doing their, you know, standard things that they’re rolling out to the rest of the market.

But I think this is a good thing. In one article that I was reading, there is like a tier one operator starting to adopt it, right? So. Everybody was kind of approaching that robotic thing, like, yeah, it looks like it’s the future and, you know, but a little trepid, right? Dipping a toe in or dipping a finger into the water, trying it out.

But now it seems like, hey, we got an LEP campaign, coones, we’ve got this robotics problem we wanna solve, collar owns. So they’re starting to get more and more adoption and, and that shows, right, 300%, uh, revenue growth in 2024. So that’s, that’s huge, right? To, to hit that kind of number. So now it’s up to, uh, scaling up.

Uh, the only thing that can cap that number is the amount of robots that they can put outta the [00:02:00] factory over there in Riga.

Allen Hall: And we visited their facility in the United States about a year ago. It was just outside of Dallas, near Lake Dallas of all places. And it is a decent sized facility, but at the time we, when we walked around out back, you just noticed a whole bunch of, uh, parking lot spaces with trailers and capabilities for robots and thought, wow, that there’s a lot of robot, uh, sitting in the parking lot.

And, uh. But then they had, when I asked they, they said, oh, they had a ton of crews already out in the field working. So they do have the ability to get to a number of turbine sites. I, I guess maybe still not enough from what I hear, there’s, the demand has gone through the roof.

Joel Saxum: Well, it’s, it’s a really interesting, or really cool, I guess, opportunity for technicians.

So that’s one of the things that robotics does is it addresses the technician shortage. You got a technician shortage, great, let’s use robots. Then we can start, uh, having that force multiplier, right? Because you could run robots on two turbines from one control van. You can do a lot of stuff there. But as a technician, [00:03:00] what a great opportunity.

If you know blades, if you know in the field, you don’t even have to know that stuff. Not even go work with robotics and AI and like the future of cool things. And I know that a Rowan’s part of their growth and their plans here, they got the $62 million. Of course, we don’t know all the plans they are gonna do with that, but I do know that they’re making a push to hire locally to get local talent, to get local back office to expand their presence in the states.

’cause it’s a, it’s a, it’s a huge market here, right? So they’ve brought on some, some more, uh, horsepower locally from the states, whereas before they were having to bring a lot of technicians over from, from Europe. They’ve started to crack into that and use more local stuff to be able to do things faster and more efficiently, which is, uh, you know, that’s better for all the, all their customers as well.

Allen Hall: Well, I think one key about this announcement is when opportunity presented itself, I. Rowans went after it. And that opportunity was with GE Renova on some tip mast additions. And there was a lot of [00:04:00] blaze that needed some more weight in the tip, and the robot could do it faster. I think at the time, uh, GE was planning on doing it with technicians on ropes, and then, uh, aeros demonstrated they could do it faster, more consistently with robotics, and that was the opening that they needed.

I don’t remember how many, uh, blades they have done that, uh, addition to, but it’s gotta be in the thousands at this point.

Joel Saxum: I’d say this about that Arons team. I mean, you, you and I know Dyna crews very well, the CEO, we know the CTO, we know the sales team. Some of the operations people, they are not shy on grabbing an opportunity and running with it.

And, and I’ll also, this the, one of the, one of, in the, in the wind industry, one of the best companies I’ve seen. Run with primary market research, right? Where someone says, here’s a problem, can you help us solve it? Boom. They’re on it, creating a solution tomorrow. Um, and not a lot of people do that very well.

So [00:05:00] I think that’s been part of their, their prowess in, in the scale that they’ve done. And what of course, and oversubscribed funding round means you’re doing something right. And I, and I think that that shows.

Allen Hall: Over in the uk, Siemens Energy’s UK Vice President warns that allocation round seven, which is upcoming, must award a record six gigawatts of offshore wind capacity to maintain the trajectory towards the 43 to 50 gigawatt goal by 2030.

Target that the UK has set up for itself and there are, the UK is at about 15 gigawatts at the minute, and. So the, the push from Siemens is we have a factory in haul. We make blades and make turbines. We we’re really good in offshore work, but we really need to go. Uh, and that’s driven by governments putting out, uh, awards and driving the industry forward.

And, and Siemens UK vice president is saying, now’s the time. Now is a time that they really need to show progress. I think that’s [00:06:00] generally true. If you do look at, and if you, Joel, I don’t know if you saw this, or maybe Phil, you saw this this week. Uh, the UK put out a map of where all the wind farms are and where all the permanent or the rare earth magnets were located and when those farms are gonna come offline in an effort to potentially recycle those rare earth magnets.

So you have this nice little. A year by year map of the decommissioning of one cype decommission when they could reuse those rare earth magnets. And you can see all the wind farms in the uk. There are a lot of wind farms right now in, mostly on the west coast. Well, some of the west coast, a decent amount on the East coast, but there’s still a lot of onshore wind, which I didn’t realize, uh, that.

UK government effort is really paying dividends, I think, but the rate’s not enough. I guess that’s the problem. The rate is not enough to keep up where their goals are. Phil is, are they gonna be able to do that even if they [00:07:00]do have a, an allocation round of, you know, upwards of six, seven gigawatts coming up.

Phil Totaro: That’s the challenge. They have about, uh, 11,000 onshore turbines, um, in the UK at this point, according to, to our data, uh, and offshore, I forget what the turbine count is, but it, they’re, they’re up there in the, you know, 28 to 30 gigawatts now, um, that’s operational or under construction, um, which is fantastic.

You know what Siemens is saying is that. Based upon what’s happened in previous allocation rounds, um, specifically they didn’t have enough capacity to serve the entire demand. Um, basically what they were willing to allocate at, at a particular price point. Uh, and so it left the project developers and independent power producers is left with, well either, you know, we’ve gotta go find a corporate power offtake, which really for uh, [00:08:00] an offshore wind farm is gonna be much.

More challenging to do, uh, than, than onshore because of the, the size and scale of these things. Of course. Um, so, you know, they are still largely dependent on the government, you know, facilitating this offtake through, you know, national Grid and, and the other grid operators to be able to have. That allocation of power and then, you know, more utility contracts get signed, um, that way.

And, and that’s how people get fed. How

Joel Saxum: many years, Phil, did they have that? Uh, like on there was an onshore moratorium against more new onshore wind. How many years did that last?

Phil Totaro: I wanna say it was like eight. Uh, if memory serves to, just to clarify this, so the head of moratorium in Lower England, which is basically, you know, not Wales, not Scotland, not Northern Ireland or, uh, you know, any of the outer banks areas.

Um, but just lower [00:09:00] England, they’ve removed that. At least in principle. And so far there’s only been one proposed project from Kubico, uh, that was actually had been proposed from like, whatever, 15, 20 years ago. And now they’re like, Hey, great, we can actually do our project now. Uh, you know, like everybody’s just kind of waiting for whatever the mechanism is gonna be.

Um, and where the demand is is gonna come from the, you know, everybody keeps talking about things like AI and data centers and. Et cetera. And, and yet their, their pipeline for project proposals in, uh, you know, the lower England, again, so to speak, is, is, uh, a little bit thin by comparison. They’re really trying to focus more on offshore wind for.

You know, power that’s gonna be fed into London and the surrounding areas. And Scotland is still going strong with, uh, you know, with onshore wind and of course whatever, whatever offshore they’ve got up there. Um, [00:10:00] but they’re building a lot of interconnectors as well with Ireland, with France, um, and I think one with Norway, if memory serves or is it Denmark?

One of those. Um, but they’re, they’ve got, you know, power links going all over the place now to be able to, to, you know, feed and balance power with Europe.

Joel Saxum: Yeah, I think the, I think the interesting thing here is, um, I mean, from Siemens energy point of view and from, I mean, you name it, if it’s Vestas or GE or whoever of their offshore wind needs some wins.

Uh, no pun, no pun intended. Like, we, we need some good news. We need one of these auctions to go well as a, as a group. Um, just to reinstall confidence that offshore wind is the, the way of the future, right? So we have some movements, right? You’ve seen Japan open up their EEZ, that’s fantastic. Um, we saw some of the projects in the states get moving again, great news.

Um, but you see still this kind of lukewarm temperature towards offshore wind. So it would be great to [00:11:00] see this thing go fantastically so that, uh, we get. Kind of the, the winds back in our sails pushing

Allen Hall: offshore wind forward. We’re gonna take a quick break here, but when we come back, we’re gonna talk about Canada getting into offshore wind and what that means as wind energy professionals staying informed is crucial.

And let’s face it difficult. I. 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 p ps win.com today. Well, up in Canada, Canada’s uh, bill. 49 C 49, uh, establishes a joint federal provincial management of offshore renewable energy development with Newfoundland and Labrador, uh, targeting up to $1 trillion in renewable energy investment by [00:12:00] 2041. Trillion’s a big number, Joel.

Uh, the, the regulatory framework addresses jurisdictional complexities that have historically complicated offshore development and is creating some streamlined programing. Permitting that, uh, mirror successful offshore, uh, petroleum models. Now, I, this is really Canada taking advantage of what has happened off the east coast of the United States in that, uh, if progress is gonna slow off the Atlantic, then Massachusetts, New York, New Hampshire, Maine, all those East coast states can be fed and are currently fed.

Um, by Hydro Quebec and others, uh, to provide power. So if they, if Canada does decide to build offshore wind up in Newfoundland, it’s pretty easy to get the power to Canada and to the United States. That could be a huge win. And the cost of doing business in Canada is lower than it is in the United States at the moment.

Joel Saxum: There’s a fundamental trouble there. So, Newfoundland Labrador, [00:13:00] amazing wind resources, like I’ve spent some time up there, right. Um. The other side of it is, uh, about 90, I think it’s like, it’s really high. It’s like 98% of their power is renewable already. It’s, they have a lot of hydro, they have a ton of hydro resources and a lack of, uh, heavy industry or load.

Right. So it’s not, if you look at the population of Newfoundland, like most of it’s in St. John’s Labrador. Labrador City Lab City’s got some population, but the population of those two areas, and I I, the island of Newfoundland and Labrador mainland is so small that there’s not that much demand. Right. I think they’re total, I can’t even say what their total numbers are, but I know they’re low.

Right. And there’s not a lot of heavy industry there. There’s not a lot of things there that are going to take advantage of this wind resource they have. So you’re either gonna be looking at green hydrogen of some sort. Or you’re gonna be exporting. So whether you’re exporting back to the [00:14:00] mainland or you’re HVDC exporting down to the states, and that’s the route I would go simply because even when you start passing back to the mainland, so you’re gonna New Brunswick and that, like, there’s no load there either.

Like there’s no load until you hit Halifax. Right? So there’s, there’s just a lack of, there’s there, they have the abundance of wind resource and a lack of off take. So. Put it in a cable and ship it down to the states where we need it anyways. And, uh, triage it that way, that’s the way I would look at it.

I’m, I’m super happy up for, for them.

Rosemary Barnes: But Quebec’s already connected to the US right? They’re, yeah. So if they are, their grids already very renewable, but it’s hydro, which is dispatchable. And so if they can replace more of their own, um, you know, local generation, even if they can’t connect all of that, um, you know, new, the new projects, if they can’t get capacity to connect it all to the us you know, directly, they could at least reduce the amount of their hydro that they have to use [00:15:00] themselves and then allow them to sell it to the US when, um, yeah, when prices are high.

So it seems like it would still be, still be a win. And it also seems like it would be a whole lot easier to develop those wind farms than to go slightly south and you know, the troubles that the US is having developing. Developing those regions for offshore wind seems like this would be an easier solution.

I don’t see a whole lot of like the, you know, the northeast of the us. So many people live there and they just seem like really set on categorically eliminating every single, um, sensible idea that they could have for. Generating electricity into the future and not just assuming that they want to decarbonize, even forgetting about that, they’re still, like, they, they won’t, they, they won’t build anything basically.

Every, you know, you can’t, um, take advantage of the inland wind. They don’t want more nuclear. They don’t want more gas. They don’t want, uh, yeah, the, the, they don’t want offshore wind. [00:16:00] I, I don’t know. There’s, there’s a finite number of options that you can. That you can choose from to, um, figure out your new, you know, what your future electricity mix is gonna be.

Um, it seems like it might be easier to, uh, you know, build a project in Canada, but they don’t seem so, so, uh, you know, bothered by every single option that you could come up with to generate electricity. They seem quite happy to, you know, generate cheap green energy and, um, sell it at a premium to the us so.

Maybe that’s a, a win-win for everybody. I mean, it’s a, it’s a win-win except for in probably the, the cost of electricity that, um, you’ll pay in, in New York, obviously it would be cheaper to just directly build the offshore wind and connect it right into the grid there, rather than having to go across the border via HVDC, but

Allen Hall: I don’t know.

I, I, yeah, I’m really wondering about the economics of that Rosemary. Just because things are cheaper in Canada. Well, yeah, it was about 30% less than what it costs in America to do things. [00:17:00] So just during that 30% number, if you could install wind at a 30% lower cost, you could then spend some money on building a cable or two.

To me, that’s, that would, it would start to pencil out. You have to start thinking. America’s not gonna move. They’re

Joel Saxum: attached to Canada permanently. One, one of the things that we’ve said that there’s an issue with the United States, okay, we talked Jones Act and Vessels and these kind of things, but one of the, you know, the crux of the Jones Act is people and the fact that along that, like East Coast of the United States, while it is a maritime or a marine environment, it is not a maritime society, right?

You don’t hit. A lot of big ocean going like, like when you’re in Denmark, a lot of people have worked on boats. They’ve worked offshore, they’ve done these things. You don’t run into that along the East Coast of the United States. However, when you go to PEI and Cape Breton and Nova Scotia and Newfoundland, PE, like those people, they’ve.

They’ve lived with the [00:18:00] ocean, right? That’s, that’s their bread and butter. They’ve been on fishing boats. They know there’s a lot of mariners up there. So I think that if you’re looking for the ability to ramp up and scale up a, uh, a workforce, it might be easier to do it there as well. So there’s some advantages to doing things in Canada.

Allen Hall: Do you think that, uh, they’ll find. Operators willing to take that risk or who have put down deposits on turbines that they can’t put into the United States that’ll just say, Hey, we can move up to Canada and do it there.

Joel Saxum: Well, I think there’s, there’s a couple of trouble troubling things there. If you wanna operate in Newfoundland Labrador, offshore wind, you better have your wits about you when it comes to o and m, ’cause that is an unforgiving environment.

I mean, you’re literally, you’re combating, uh, icebergs, right? The Titanic sunk off the coast of Newfoundland. So just so we’re all clear that their icebergs are a real thing up there. Really nasty. You’re in the North Atlantic now. You’re, you’re not in Kansas anymore, right? It’s, it’s [00:19:00] nasty up there. It ain’t Australia, I’ll tell you that.

So making sure that you, you’ve got your o and m budget squared away and everything is great. The other, the other economic thing. I don’t know what kind of, now they’ve said they’ve streamlined some permitting and some other things here in this bill that Canada put up. Great. To export renewable energy from Canada to Mexico or to Mexico, from Canada to the United States.

You got, you got to have your, the, the, uh, economics. Correct. Because one of the things we always talk about in the o and m world is how much better the PPAs are in Canada. Right where you’re gonna see, you’re gonna see in Michigan a 60, $70 PPA, you go across the border in Canada and that is a a hundred dollars PPA or $110 PPA.

Right. So if you have a hundred, if you can, if you can build a, yeah, if you can build a wind farm, and, and I’m, I’m just looking at the map right now, I’m going clo a little bit closer. If you can build a wind, wind farm off shore in Nova Scotia, which is a couple hundred miles from Maine. Right. Not a big deal.[00:20:00]

You better hope that you can get more for that power coming into the United States than Nova Scotia would allow you in an offtake PPA agreement, because you’re gonna have to beat that to send it elsewhere.

Rosemary Barnes: But did you know that there’s a plan to connect the um, yeah, connect Canada? I, I think connect Labrador.

It might be from somewhere in that region anyway, to the, to the UK to. Island, maybe

Joel Saxum: that, I mean, that makes sense.

Rosemary Barnes: Yeah. I mean it’s long, I think it’s four or 5,000 kilometers, um, cable, something like that. Um, may maybe it goes ahead. Maybe it doesn’t. It, yeah. It, it’s long, it’s unprecedented. There’s a whole lot of technical challenges to solve, and I.

But you know, like as far as some of these, uh, really big interconnections, I mean, there’s always a political challenge that, you know, I just mentioned between, um, Canada and the US Probably wasn’t the slam dunk that you would’ve thought it was a couple of months ago. But some of the other big ones that are planned, like from Australia, they plan to connect the north of Australia to Singapore via Indonesia.

I mean, we’re not countries that are, you know, extremely, uh, close [00:21:00]on our, um, you know, international relations. Then the other big one is X links between Morocco and the uk. And again, like these aren’t countries that we’re not like at war or anything, or worried about imminent war. I mean, we’re, we’re friendly but not extremely like-minded.

You know, between, um, Ireland and, uh, and Canada. I mean, that’s, as you know, that, that’s more closely aligned in terms of, you know, culture and, uh, history than any of those other pairings. So I do think it has that benefit.

Phil Totaro: The challenge with this is that we actually ended up canceling a lot of the grant money for some of those HVDC lines we were gonna put.

To expand the capacity between the US and Quebec. Uh, so they’re gonna build, you know, additional pipeline there to be able to, to offtake some of that power. But we’re not gonna be able to accept it if we don’t have the matching HBDC [00:22:00] capacity to be able to offtake the power down here. So that’s still a technical challenge to be overcome potentially in another three and a half years.

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Joel, this is awesome. Which marks the latest evolution of, uh, the Inventus platform. They’re looking towards medium and low wind sites, [00:23:00]which I think makes a ton of sense.

But they’re also, uh, I think the hub height’s like 175 meters because they’re having issues in Europe. Right, right. It’s 175 meters. Uh, but the rotor, Joel is 172. Right. So. The rotor diameter and the hub height, you know, it’s, it’s, they’re approaching one another. Uh, 7.2 would be a big term in the United States.

GE is only offering what a 6.1 at the moment is kind of where they stopped. This one makes sense

Joel Saxum: that they’re putting it in Germany though, because Germany classically, right, they’re a little bit more land constrained for turbine locations, right. It’s not like the United States where you drive across Iowa and you’re just like, boom, boom.

There’s a hundred turbines there and a hundred turbines there. Um, they’ve gotta pay a little bit more attention to, they’ve got a lot of little smaller towns in places and different local laws. Uh, so you’d see smaller, I imp smaller wind farms. And I think what you’ll start to see here is, is [00:24:00] as those wind farms have that interconnect and they’re good to go, but they’re getting aged out, you’ll see one of these turbines replace, you know, 2, 3, 4 of the old ones.

Uh, is, is what I could see in some of those European. Places as well.

Allen Hall: Is there a broader market for a seven megawatt machine? I think so. Um, I guess I’m asking is there’s a lot of low wind areas that tends to be what’s left. All the prime locations with medium high wind are already taking. So if you want to hit somewhere and put a lot of turbines up, you have to be low to medium.

Speed is, it’s a question of the hub height. The 175 meter hub height is. Big.

Phil Totaro: Yeah. And the, the challenge with that is that, uh, I think Rosie mentioned it last week or two weeks ago, about when people build wind farms, they interconnect them to the closest, uh, available transmission. Certainly, you know, that’s what they’ve done in Australia.

That’s what we did in the United States as well. Um, and. [00:25:00] You’re necessarily going to build out everything you can in what we used to call kind of IEC class one winds. That’s the highest, you know, average wind speed about 10 meters a second. Once you’ve kind of fully penetrated those sites that are in close proximity to transmission, you start stepping down, you know, your average wind speed, and then that’s why you need to increase the, the power density.

And basically for a given, you know, nameplate capacity of the turbine, you’re, you’re making a bigger and bigger rotor all the time and a higher and higher hub height. Um, so where is the market for this besides, you know, Scandinavia and Germany and a few places in eastern Europe? Australia is the big market.

Chile, Argentina. If Brazil decides to come back as a market, that will be a market for these as well. Um, it’s basically places where they still have wide open country and they’re not gonna be land constrained. Now, theoretically, in the United States, we’re not land constrained, but. We, uh, you know, you’re only gonna [00:26:00] be able to put these in specific places where you don’t have FAA interference or, you know, you, a lot of counties and townships now have, you know, tip clearances from, you know, adjacent dwellings that are gonna preclude you from using anything this big in this market.

It’s one of the challenges that a company like Weg, who also has a seven megawatt turbine, they’re trying to sell it in the United States and, you know, it hasn’t been, unfortunately for them going. Uh, very fast because there’s only a handful of sites where they can kind of put that thing and, and repower those, um, you know, these type of smaller projects with something this, you know, this massive.

Rosemary Barnes: Yeah. And I think that equation is changing a bit recently. Like, um, like you said, you know, you start out in high wind speed sites that are near transmission and then kind of go down. I think what counts as near transmission is sort of. Changing because it’s harder. I think everybody around the world is finding it hard to build out even small bits of new transmission that they [00:27:00] need now compared to what we thought that it would be like a few years ago.

So I know in Australia our grid operator is explicitly, um, trying to move away from having to rely on that. So that means, yeah, building out more renewables in or close to urban areas. And, um, yeah, part of that, especially for wind, is gonna mean accepting a, a lower quality resource, which is, you know, the cost of energy from the, a lower, a lower speed wind site is gonna be higher than an equivalent, you know, higher speed one.

Um, Australia is definitely, like, when I talk to developers, onshore developers, they definitely are largely thinking bigger, bigger, bigger turbines for onshore still. So there’s an appetite for it. Um, I do question, you know, to what extent it makes sense.

Allen Hall: And the question I always have is, how many turbines do you have to sell early on to make the project profitable?

Rosemary Barnes: Oh, I don’t think the early sales are [00:28:00] gonna make it profitable or not, but, um, definitely most of the. OEMs like to have a large initial customer or a few before they start developing something.

Something that’s quite new. Unless they’re, you know, like really certain that it’s gonna be their new workhorse platform. Um, you know, if it’s a bit niche, they definitely want some, um, advanced sales to cover the cost of development. At the very least.

Joel Saxum: I think, I think Phil, one time, a long time ago you said it would be roughly cost like a billion dollars when you go from a brand new turbine model.

Now this is Inventus platform, so this platform has been done before.

Phil Totaro: That was for offshore. We, we have run numbers in the past on, um, exactly this kind of profitability question, like how many units do you have to produce of each make and model for the OEMs, which is actually why when, when Siemens Gmaa merged, their numbers looked so.

Weird that we were like, this can’t be true. But it’s exactly predicted [00:29:00]why they ran into the profitability problems that they did even prior to trying to sell the, the four megawatt platform. Um, we kind of held back from publicly announcing that because we thought we were wrong and I should have, you know, insisted that we do it because it, it would’ve really shed a lot of light on, on what was really going on over there.

But anyway, in the meantime, it’s, it’s roughly for like a. Two to 2.53 megawatt turbine. It was about 350 units as you go scale up nameplate capacity, it starts coming down. Um. You know, in, in the number of units you need to sell, but it’s still roughly around, um, let’s say, you know, six to 800 megawatts worth of capacity needs to be sold just to break even.

Um, and that’s assuming, ’cause again, back in the day when we did the calculation, they were still having like a 12% margin. They’re not getting that anymore. It’s maybe like two to 5% now. So let’s say conservatively, it’s probably [00:30:00] about 1.2 gigawatts worth of capacity needs to be sold for them to just.

Break even. And, uh, you need, you know, really to turn a, a serious profit to get, you know, executives interested. Probably about two gigawatts worth of sales. So this week’s Wind Farm of the Week is

Joel Saxum: the Coyote Wind Farm. This is an EDF Wind Farm in Scurry County, Texas. So it’s 243 megawatts. And we’re, we’re switching gears and gonna talk about the SGRE.

4.5 megawatt, 1 45 turbine. On this one there’s 59 turbines. So they’re big turbines, right? Big turbines in the United States. More power with less footprint. An interesting thing here is, uh, at the time this thing was put in, that was some of the first, uh, installations of the SGRE 1 45. Uh, in the states and Masar, uh, owns 50% of this thing with, uh, EDF.

So you have 50% EDF, 50% masar. EDF runs the wind farm of course, for them. Uh, but Masar money coming from overseas, coming from the Middle East. Um, so, and that was [00:31:00] one of their first to four raise into the United States as well. Um, this wind farm can generate, uh, enough power to sufficiently supply about 65,000 households, which is really interesting.

Uh, and again, we always wanna focus on community engagement. Here we’re talking Wind Farm of the Week. Uh, what they did when they built this wind farm, uh, was to make sure that they engage with the local stakeholders they had meeting after meeting, after meeting edfs and the team out there, uh, talking with the locals, and they got, uh, everybody to buy into this one locally.

And there’s a really cool, and what I wanna focus on here is there’s a really cool, uh, YouTube video. So if you’re on YouTube, uh, spending some time at work or, or at home. Uh, just look at the Coyote Wind Project, uh, from EDF and they have a video there about how they showcase this thing locally, uh, and how they work with the local government.

So the Wind Farm of the week this week is the Coyote Wind Farm from EDF.

Allen Hall: Thanks for that Joel and Rosemary, Phil and Joel and I, we’ll be back next week from the Uptime Wind Energy Podcast. [00:32:00] Everybody keep their heads up. There’s a lot happening in wind at the moment. Uh, it’s gonna change, it’s gonna get better.

We just need to focus on profitability. That’s what we really need to do right now. And I, I, I get everybody is frustrated and they should be, uh, but not everything’s locked in, in the United States. Things are headed. At least it smells like things gonna be headed in a little bit of a better space over the next couple of weeks.

So let’s see what happens and we’ll see you here. Next week on the Uptime Wind Energy Podcast.

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India Locks Down Turbine Data, Danish Wind Jobs Dip

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India Locks Down Turbine Data, Danish Wind Jobs Dip

India now requires turbine data, control centers, and R&D to sit inside its borders. Plus a study on reverse flow loads in parked blades, Envision’s spare parts push across Southeast Asia, and Danish wind employment falling to 32,700.

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

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

Rosemary Barnes: Welcome to the Uptime Wind Energy podcast. I’m your host, Rosemary Barnes, and I’m filling in for Allen today here with Jolanda Pedron. All right, onto our first story. India is drawing a line around its wind data. The Ministry of New and Renewable Energy has ordered every turbine maker on the approved list of models and manufacturers to report where its data actually lives.

Data centers inside India, servers inside India, research centers inside India, and no real-time data leaving the country. The order went out last week with status reports due by month-end. And while the government tightens the rules on data, the hardware keeps moving in. Flender has just opened another generator plant in Chennai [00:01:00] Yolanda, I think this is gonna have a large impact on the number of companies who are, you know, there’s a lot of companies around today developing, like, smarts for wind turbines.

There’s a lot of scope to operate turbines better, to improve power output, reduce maintenance costs, et cetera, and y- a lot of companies are taking advantage of that. Even Patlow has some projects going on in that sort of area. What do you think about the impact this will be? Is India planning to develop their entire own ecosystem for that aspect of the industry?

I

Yolanda Padron: mean, it looks like it, right? Which is really, I mean, kind of groundbreaking. I know that we talked a couple weeks ago about Europe sort of being a little bit scared of bringing in, um, different manufacturers from Asia, um, and just the, the idea of cybersecurity being something really prevalent and really important to all of these people.

So just if India starts siloing everything and that works, maybe that’ll translate to Europe.

Rosemary Barnes: Do you think that it, it can work? Has India [00:02:00] got the expertise in place already to, to make this work, or is this gonna be a real, like, handbrake on their, their wind industry continuing to develop as fast as it has been?

Yolanda Padron: I mean, I’m really curious to see it because I don’t know if they’ll bring in a lot more experts to be able to, to do that.

Rosemary Barnes: I know the Indian, um, operating environment is quite different to other locations. I mean, it’s, it’s similar in a way to Australia in its dissimilarity, if that makes sense. I, I think there’s a lot of really India-specific problems, so of course Indian companies are gonna be best placed to take advantage of that.

But what we’ve seen so far is a lot of, uh, companies from Europe or America coming in to y- you know, like tweak the way that they attack similar problems in other markets. They’re, you know, moving in to understand India better and take advantage of that. Now, of course, like not every smart operating method or aerodynamic improvement, they don’t all need [00:03:00] real-time data, and probably most of them don’t actually.

So I think it’s not gonna like s- snip off this entire kind of improvement. But it is really interesting. It’s quite, like it is quite severe, the restrictions, and I haven’t heard of any other market, um, that is doing that. I, I don’t know, do you think it’s warranted or is it maybe like overly paranoid? I know when I heard that in, um, in Europe they’re not allowing Chinese manufacturers of inverters, for example, and I just felt like, “Ugh, is that a bit over the top?”

I’m not sure. Um, yeah, what’s your opinion, Yolanda?

Yolanda Padron: I think it, it might be a little bit over the top. We live in such a globalized world that the idea of one country just siloing completely is, is a little bit strange to me. But- I guess if, if that’s, they have a, a reason for concern, then I guess it might make sense.

But to your earlier point, like, I don’t know if the cost of doing this [00:04:00]would also come into play

Rosemary Barnes: Yeah, I think that there’s always a, a, a trade-off. It’s like when you have any kind of l- local content rule, which is similar in a way because it forces, um, yeah, it, it forces your own ecosystem to develop, and that’s, that’s great.

Like, it is a missed opportunity if you just have, you know, like a huge new industry and you just import it all, then that i- is a lost opportunity for your own economy. But I mean, in the past, India has had pretty strong local content rules, and they do have a bunch of wind energy manufacturing, um, within the country.

They are a country known for really great engineering, so it’s for sure not beyond them to, you know, step up. So yeah, I guess time will tell if this is a smart move from that point of view. I don’t think it’s actually the motivation behind this rule. I think it’s more of a, like, a cybersecurity, um, kind of perspective where you don’t want, you know, overseas companies having the ability to shut down your energy system, for example.

Um, [00:05:00] so yeah, but it, it has the potential to have that other effect of, you know, like boosting the local industry or alternatively just slowing down the whole industry because they can’t get anything done. I guess that’s always that balance that you need to, need to look at when you’re looking at local content.

So India is deciding who gets to control the data inside a turbine. Our next story is about something inside that same turbine nobody controls yet, the air moving across a blade that isn’t turning. A parked turbine might look like the safest thing on the site. Blades are locked, the rotor’s still, nothing turning, nothing generating.

But a new study says that stillness is not safety. When the rotor is locked and the wind shifts, air can strike the trailing edge first and travel backwards across the blade. That is reverse flow, and in reverse flow, the models this industry uses to predict blade loads start to fall apart. Field data cited in the study suggests blades on turbines above 15 megawatts can go aerodynamically [00:06:00]unstable at winds as low as eight meters per second.

That is nowhere near a storm. So this is actually already definitely a known issue, and I know that modern wind turbines don’t usually park with locked rotors, right, Yolanda?

Yolanda Padron: Yeah.

Rosemary Barnes: We, we saw that a locked rotor during installation was one of the causes of the Vineyard Wind fiasco, right? Where broken blade pieces washed up on the beach.

So definitely something that’s known about.

Yolanda Padron: And it’s something that even onshore you have a, you have your system so that it tracks sort of where the wind is coming from. So even if it’s stopped, it won’t just be stopped at a specific angle, particularly in case the, the winds shift.

Rosemary Barnes: Yeah, and I’ve seen examples of blades failing when, um, there was a storm and there was power lost, so they weren’t able to yaw or pitch a turbine, and that also can cause…

Like, any time that- Wind is going in a different direction than what the turbine desi- was designed for, you’ll get unpredictable stuff happening and often, [00:07:00] like, really bad loads. Like the harshest, um, conditions, loading conditions that a wind turbine blade has to withstand is not in operation. It’s if you’ve got just wind hitting like a bluff body, they call it, where a gust of wind just hits flat on the blade and tries to bend it.

Like that is way, way stronger loading than, um, than anything it would see operationally. If you’re looking at, you know, like a really severe storm, like a one in 50 year kind of, um, wind speeds, and then if you have flow going on weird angles where it’s creating lift, then you can ratchet up those loads even more.

So for sure a known issue. This study, it, it singled out turbines above 15 megawatts, which are huge. That’s a, you know, like a big offshore wind turbine. But I don’t think it’s limited to that. Like what would you think, Yolanda? Is this, is this like purely a big blades thing, or is this something that actually all wind turbines need to take into account?

Yolanda Padron: Oh, this is definitely something that all wind turbines need to take into account. It’s something that we’ve seen a lot in the [00:08:00] US as well, um, onshore and s- wind f- uh, smaller wind farms and wind farms that have, you know, 200 plus, um, wind turbines on them, uh, the, the 1X or 2X turbines. Uh, this is also ver- a, a reason that it’s really important, right, to check your systems constantly, and I know that a lot of the, the owner/operators do that, um, in their regular maintenance checks.

Um, but it’s, it’s, it’s an issue that, uh, if you don’t have the correct systems in place or if you just remotely reset things, uh, because you see an error that maybe you thought, “Oh, that, that must be just a glitch,” uh, then you start having issues like this that can cause catastrophic failures, not just on the blade but on the turbine itself if, if the blade ends up hitting the turbine, um, it, it ends up hitting the, the tower itself.

Uh, and then [00:09:00] a similar issue, um, that can happen too is when you don’t have the correct systems in place for, for an emergency, and so the turbine can just overspin, and that also causes a lot of blade failures, uh, both onshore and, and offshore as well. But I think onshore it’s, it’s just the, the wind farms are so big that it’s It’s easy or, or easier to miss, like, one or two turbines, um, when you’re doing those checks.

Rosemary Barnes: Yeah. And I think another issue with keeping the rotors locked out, and one of the big reasons why they moved to pinwheeling as the, you know, um, turbine off kind of configuration, was with the, the bearings, right? Like, it’s not good for the bearings to be totally stationary. Um, so I think that it’s better to, yeah, pinwheel.

It’s lower loads on the bearings.

Yolanda Padron: Something, um, similar to this as well, right, and, and I think Wind Power posted about it the [00:10:00] other day, um, about just, oh, it’s really common for, for sites to, to think of, of a financial solution to, to negative pricing being just fully stopping turbines that might not be producing at positive pricing.

Um, and then, uh, that can also cause a lot of loading issues because you’re, you’re having a, a turbine at, at full capacity, and then it just stops.

Rosemary Barnes: Yeah, that’s true. The braking loads are, are one of the more extreme loads that turbines have to withstand also. I mean, hopefully if they’re curtailing, um, voluntarily, uh, they’re not doing an emergency brake kind of level.

I hope that they’re being a bit more gentle on their turbines, but yeah, for sure, like, the easiest thing for a turbine to do is just operate normally its whole lifetime. That’s exactly what it was designed to do, and anything that deviates from that can reduce the t- life of the turbine, complicate things.

So machines keep getting bigger, and the physics keep [00:11:00] getting harder. Meanwhile, the map keeps getting wider. Next, a Chinese manufacturer planting both turbines and spare parts across Southeast Asia. Stay with us

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Rosemary Barnes: China’s turbine makers are no longer just shipping machines. They are building the network that keeps those machines running. Envision Energy has secured its largest wind project in Vietnam, 200 megawatts with REE Energy, 25 [00:12:00] turbines, grid connection targeted for October 2027. It is also the company’s largest overseas nearshore project to date.

And Batangas, Philippines, Envision has opened a distribution center holding major components and spare parts close to the projects that need them. Turbines first, then the parts network. Yelena, I’m just wondering if spare parts was a big headache for you when you worked in asset management, and do you think that this plan of, that Envision has is gonna be a successful one for Vietnam?

Yolanda Padron: I think spare parts, having spare parts on site or near a site is always a good strategy. I know that sometimes it can get the, the accounting itself can get a little bit difficult because for at least, you know, in the US for tax purposes, you can’t really sell something from one project to another, so you, you have to be a little bit careful, um, as far as when you hold a part or you’re sending one part that might fit in multiple sites and where you’re technically buying that [00:13:00] from.

Uh, but I think the spare parts that they’re having here I, I think it’s a, it’s a really good idea, right? Because oftentimes you might have a, a big, um, there might be a big queue for a particular component that fails years after, uh, it was produced, and then you– I mean, if you need it now and there’s a big queue now, then you need to wait until it can get to site, until it can be produced, until it’s your turn in line.

Uh, and so just having those components on site or really close to the site I think is a really good idea.

Rosemary Barnes: Yeah, it’s really challenging. Like it’s, it, it’s easy to imagine how you could organize a spare parts network or, you know, just l- literally a bunch of warehouses holding spare parts for the kind of, you know, like one-off failures that happen routinely throughout a wind turbine’s life.

But when you start to see a serial issue or if there’s just, you know, like statistically every now and then [00:14:00] you’ll get clusters of failures even if it’s not a serial issue, that’s when it starts to get really hard. So I know in Australia, and I’m sure it’s the case elsewhere, you kind of got to pair your spare parts inventory with the capability to repair and refurbish as well.

Because sometimes it’s like, you know, you might do, like speaking of blades, which is my specialty, you might have a bill of, you know, maybe even a million dollars to do a really big repair on a blade, but that’s better than spending probably, honestly, the similar amount of money on a brand-new blade, but then that comes with a six-month or a 12-month, um, wait time.

You know, like obviously you’re gonna save overall if you can get that turbine up faster. And we also see a lot of, um, in-country capabilities to refurbish, you know, all of the drivetrain components and, and everything like that, and I think that that is such an important complement. Like your spare parts strategy should never just be about having them physically sitting there, ’cause if you were [00:15:00] to have enough to cover any situation, then, you know, most of your components would go unused over the, the lifetime of the wind farm.

And it’s not like they’re just swap in, swap out for any different wind turbine, right? Like they are usually quite turbine specific.

Yolanda Padron: I completely agree with the idea, especially with blades and how trif- tricky some of the new blades and their, their repair processes can be. It’s really important to have a plan and not necessarily just, “Okay, now I’m gonna throw this one out and bring in a new one, and always hold a new one,” because that’s really expensive.

Um, and it’s also really, really important to, uh, that doesn’t matter what particular part it is, that whatever storage facility you’re using, that you’re, you make sure that the environmental factors impacting the spare parts are taken care of, right? So, um, I know I’ve seen spare parts for a battery site or spare parts for a solar site, uh, that just kind of end up degrading even more than the parts that were in [00:16:00] operations because no one was really looking at them.

They were just outside in the elements, and then you just wasted millions and millions of dollars for really nothing. Um, something that you need to take to the landfill eventually or report.

Rosemary Barnes: Hopefully recycle it if it’s electronic waste.

Yolanda Padron: I completely agree that to, to be able to, to have any sort of replacement strategy, you, or any sort of spare parts strategy, you need to make sure that, that the replacement strategy is there and that the refurbishment strategy is there.

If there’s anything that you can recycle in-house and use in-house, that’s a lot better than just landfilling anything or sending anything to be recycled elsewhere where it just piles and piles and piles up.

Rosemary Barnes: Yeah. I think also it’s reassuring if you’re buying wind turbines from maybe a, a less well-known manufacturer or less well-known in your country, I think it is reassuring to have a, like just a stack of spare parts on site, because that will give you the confidence that if [00:17:00] and when things start to go wrong, you know, a few years into the wind farm’s operation, you are gonna have that capability.

‘Cause I think it is, like it’s a big leap to move away from the really, really well-known, uh, manufacturers into some of the less well-known ones and have the confidence that y- you know, you wouldn’t have any- anyone to ask what they’re like for service, uh, for example, and you might also not have confidence that they’re even gonna exist in, you know, 10 years, 20 years, 30 years’ time.

So having the parts on site can give you that confidence. Although, as you say, if those parts aren’t actually functional when you go to use them, that can be worse than not having them in the first place because you thought that you were okay and then you find yourself scrambling. That’s not ideal at all.

Yolanda Padron: Yeah, I completely agree. I did hear about someone who, um, had a, a blade that they They thought they, they didn’t really have the capabilities in-house to, to restore it, and so they sent it to be recycled, [00:18:00] and then later it was sold to them by their OEM, um, on site. And so I think that also speaks to the…

And, and it was just because someone noticed the serial number was exactly the same and kind of noticed. It was, it was really honestly kind of a funny, funny thing in retrospect. But, uh, and it, it just speaks to the idea of you really need to understand if you’re holding spare parts and, and just in general, even if you don’t wanna hold spare parts.

Um, the idea of being able to refurbish or have a plan to be able to refurbish the, the materials that you have on site is really, really, really important because it can save you so much money. I mean, the, I mean, the, for that case, just the, the transportation costs of hauling the blade off, of paying someone to recycle it, of paying for a new blade, um, and everything just to kind of be bamboozled in that way where you could’ve just repaired it on site is, is It’s almost a no-brainer, yeah.

Rosemary Barnes: I gotta say, that’s like a real recycling win, right? Like, you can’t get [00:19:00] better than, than that. Uh, you know, you had a blade, you recycle it into a blade. It’s, you know, performing exactly the same function, better than shredding it and hiding it in a, you know, a footpath, a sidewalk, or something like that.

Stay with China a moment longer, because the product strategy tells you as much as the project map. Mingyang Smart Energy has unveiled the Tianchi MCD 5 MW turbine at its factory in Guizhou. It’s the first machine in the company’s new medium-speed compact drive platform, a semi-direct drive that Mingyang says cuts component count by 60%.

And it is built for sites nobody used to bother with: mountains, plateaus, places where the wind averages four and a half meters per second. Now, Yolanda, 5 MW is pretty big for an onshore turbine in locations. It sounds like, you know, these locations, aside from the, like, less than ideal wind resource, also sounds like places where it’s actually, you know, transport might be a bit of a constraint.

I wonder what their strategy [00:20:00] is gonna be to get those large components and installation equipment in.

Yolanda Padron: Yeah, I mean, it’s, it’s not gonna be the first site, I think, that we’ve seen that where they have to develop some sort of game-changing vessel or crane or something to be able to, to get things, uh, to the site.

Uh, my, my first thought honestly was just kind of like, “Oh goodness, that might be a lightning nightmare depending on, on where they’re located.”

Rosemary Barnes: Yeah, that’s true. Like we’ve seen in Japan, they have all their turbines on the ridges where the wind speeds are great, at least. Um, but they have been just absolutely destroyed by lightning, like really, really dealing with extreme situations.

I think also, like these are low wind speed sites. Like what, what did they say? Four and a half meters per second average wind speeds? I mean, that’s like half what you would consider a good, a good site, right? And we know that the power in wind, it goes, like it increases with the cube of wind [00:21:00] speed. So, um, you know, like if you double the wind speed, you get eight times as much power.

So it’s like all of the challenges associated with a high wind speed site in the mountains or, you know, somewhere tricky to get to you know, at least you’ve got eight times the power to make up for the effort of maintaining it. Uh, just it seems like, like a lot of effort to get to a low wind speed site, right?

I think these turbines, the cut-in wind speed is gonna be two and a half meters per second, so you know, again, like you can reduce your, yeah, like the, the wind speed a- again by another factor of eight. It’s almost nothing at that wind speed. It really, yeah, I don’t know that you can make up for a low wind speed site by having a really low cut-in wind speed, right?

Like, you’re still gonna end up with low power across the board.

Yolanda Padron: Yeah, and it’s, it’s strange too, I mean, we said it’s, it’s a mountainous region, right? And so, and the transportation [00:22:00] in itself, I mean, we talked about the idea of bringing them in is gonna be difficult. But I know that a lot of times we see a lot of blades that have issues down the line because of the transportation issues and because of the way that maybe they, they didn’t use the lifting points right, and there might be a lot more transportation issues or damages from transportation on the site if they come in and it’s a completely different terrain that they’re used to.

Uh, and teams have to build in a completely different terrain to- that- than they’re used to, then that might also cause problems down the line. Not to mention the idea that I know sometimes in sites where there’s already roads, uh, it, it, because of the position of the turbines, because of the, the way that things are, are mapped out in development and construction, sometimes it’s a, a hassle for operations to, to get the correct cranes or trucks or everything in there to do any sort of maintenance.

Uh, so [00:23:00] I can’t imagine in a place where it’s just really, really difficult to get to in general.

Rosemary Barnes: Yeah, and especially over the lifetime, you know, maintenance i- is gonna be such a challenge. So I think that it sounds like they’re aware of that because their emphasis with this new platform, dropping the component count by 60%, that’s a claim from Ming Yang that I haven’t seen the details of.

It seems highly implausible but, um, yeah, I would wanna look into that a bit more to believe it. But they also say that their new bearings and gearbox features lift reliability by 10%, so yeah, I think that that is going to make their job a little bit easier, but yeah, I don’t know if it’s enough that would make me wanna invest in a wind farm with a, what was the number?

Four and a half meters per second average wind speed. Seems marginal at best. So new machines for marginal sites built in China and priced to compete. Now let’s move [00:24:00] to Denmark, where the employment numbers show what that competition feels like from the other side. Back in a moment.

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Rosemary Barnes: Numbers out of Denmark tell two stories at once. Green Power Denmark counted [00:25:00] just under 110,000 full-time jobs across the Danish energy sector in 2025. That is up 1,526 positions or 1.4%, slightly ahead of Danish employment overall. That is the good news. Inside the wind sector, employment fell to 32,700, a drop of roughly 500.

Green Power Denmark blames international competition and unfavorable market conditions. Its chief economist calls the dip normal You know what, Yolanda? I think that if Denmark’s labor market is weak in the wind industry, there are many countries outside of Denmark that would wanna snap up that talent.

I know that my own company, Pardalote, is included in those numbers of people that would really like to have Danish talent. I’m trying to s- hire someone currently that’s got wind turbine blade expertise, and I tell you what, that is not easy to do in Australia. So I would say if there are any Danes listening or watching who fancy a move to Australia, then please do get in touch [00:26:00]if you have some excellent wind turbine blade experience.

Yolanda Padron: You guys would have a lovely, lovely boss. I’ve- I just gotta say that. The learnings that you have in Denmark and just the, the, the school- not just from the schooling, the, the onsite, I mean, it- it’s just historically Denmark’s been really, really great in, in wind. And there’s just so many bright minds, um, that d- I mean, if, if they can’t find a j- a job in Denmark, then I, I agree that there’s a lot of places in wind that if they’re, they’re okay with moving, they’ll, they’ll find a, a good spot that’ll receive them really happily.

Rosemary Barnes: I know it is a bit of a, like, a cultural blocker. Danes more than other nationalities that I know are, are really, um, I don’t wanna say attached, it makes it sound like not quite the word I’m looking for, but they, they do really appreciate the region that they’re from and, you know, family is so important to Danes, so not the easiest thing [00:27:00] to just say, “Just move to the other side of the world.”

But you know, I did it. It, it can be done and, uh, yeah, Australia is, has got very nice weather, especially at the moment. It’s, um, it’s gonna be… It’s been, like, in the high teens Celsius all this week, and this is, I’m in Canberra in still winter and, uh, yeah, like, on the weekend it’s gonna be 20 degrees. It’s, you know, normally 15 degrees is a really great one-off day in winter.

It was my birthday this week and in Denmark there is a, a saying or a, you know, a belief that if you have good weather on your birthday, then that means that you must have been really good all year. And the weather was just, like, unprecedentedly good for my birthday, um, yeah, for a winter day. So obviously I was very, very good this year.

Yolanda Padron: You’re a great person, and happy belated birthday.

Rosemary Barnes: Thank you. But it is something that I say every time we get another story about another Danish wind energy company that’s, you know, doing layoffs and, you know, I’m honestly surprised that it’s [00:28:00] only 500 fallen in wind energy. If you look at, like, even just the job losses at LM Wind Power alone, um, I think that it would be about that many, right?

And so there are obviously some other companies um, growing to absorb some of the job losses, ’cause for sure we’ve covered more than 500 job losses just on the show. But I know I always feel really sad, um, not just for the people involved who y- you know, probably love wind energy and wanted to work in that field, but I feel sad that, you know, this was such a strength for Denmark, their, their wind industry, that they had been, you know, developing this expertise since the ’70s, honestly.

Uh, really, really world leading and, uh, of course, like, globalization means that you can’t, like, stay siloed forever, and Denmark obviously also took advantage of that globalization to, you know, export. Wind industry was a huge export market for Denmark, and still is. Um, but I do, I, I just feel really bad at the companies that are losing, um, all of that, you know, institutional [00:29:00]knowledge and the really, really deep specialist knowledge.

It’s, um, yeah. Uh, and they’ll go on to, you know, bring new skills to other industries, but it just makes me sad. As a wind energy lover and, um, you know, somebody who has a lot of friends that work in wind industry in Denmark, I do feel, feel sad. And there are some of my old colleagues who are amazing, like, literally the best engineer that I ever worked with, an electrical engineer, it, it was not easy for him to find a new job in wind.

I’m actually not sure if he’s working in that industry now. And plenty of other, like, really, really talented engineers that have gone on to other, um, yeah, other different kinds of industries, and it just makes me a little bit sad.

Yolanda Padron: Yeah. I mean, there are a lot of people too that are com- And I agree, it’s sad.

It’s really sad. But I, there are a lot of people too, some friends that, uh, just, you know, started doing consulting on their own, and it’s, it’s good to see that they’re still in wind, you know? Because they’re, they, they’re so smart and they have so much knowledge of so many years in the industry that they bring to the table, um, [00:30:00] that, I mean, it, it might even work out better for them, right?

Because maybe now they’re not just wor- focusing on Denmark itself, and now they get to, to expand and do what they evidently love to do, uh, the, for clients around the world, which is really exciting.

Rosemary Barnes: Well, that wraps up another episode of the Uptime Wind Energy podcast, and my first as the primary host of the show, so let me know if you think I did a terrible job in the comments.

Comments boost engagement, make me look better. So if today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn, and if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. And don’t forget to subscribe so you never miss an episode.

For Yolanda, and Matthew and Allen Hall in their absence, I’m Rosemary Barnes, and we’ll see you here next week on the Uptime Wind Energy [00:31:00] podcast.

India Locks Down Turbine Data, Danish Wind Jobs Dip

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About Two-Thirds of Americans Will Never Call the Lake North of New York “Lake America”

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At what point did 30% of the U.S. electorate become so tuned into a criminal sociopath’s wanting to rename places in the Western Hemisphere in an effort towards his own self-aggrandizement?

The only interesting question that remains is what if any trajectory does this nation have to recover some level of dignity once Trump is removed from the presidency.

Some say it will take generations.  No one knows for certain.

About Two-Thirds of Americans Will Never Call the Lake North of New York “Lake America”

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Nothing Endures But Change

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“No man ever steps in the same river twice, for it’s not the same river and he’s not the same man.” — Heraclitus

One of humankind’s greatest thoughts is tied up in this quote from the ancient Greek philosopher Heraclitus.  It’s right up there with “I think therefore I am,” and “The unexamined life is not worth living.”

But where the last of the three are indisputable, what up with this “persistence of change” stuff?

It’s true that the aspects of people and things change.  The walls of the Grand Canyon are constantly shifting, but no sensible person thinks it’s a different place than it was millions of years ago.

Most of the cells in my body die and are replaced in a matter of a few months, and my attitudes and beliefs change day by day.  But my beloved kindergarten teacher, Alice Adams, will exist in my memories until the day I die.

What Heraclitus left of us is intellectually stimulating, but it doesn’t affect how we function as human beings.

Nothing Endures But Change

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